Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SUN COMMUNITIES INCSUI · Entity 3348 | Director | January 08, 2025 | January 10, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SUN COMMUNITIES INC
Report date January 08, 2025 · Filed January 10, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCK, $0.01 PAR VALUESEC Table I · non-derivative | Direct | 26,700 |
Reported balance
After 2025-01-08 transaction · row 1
1 source rowRow 1 · 2025-01-08 · Grant · Acquired 1,600 · Balance 26,700 F1: Restricted stock. All shares vest on January 8, 2028, provided that the reporting person remains a director of Sun Communities, Inc. or a subsidiary. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock. All shares vest on January 8, 2028, provided that the reporting person remains a director of Sun Communities, Inc. or a subsidiary.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 08, 2025 Filed Jan 10, 2025 18:28 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 1,600 | $122.64 | $196,224.00 |
DisclosureSEC source: 0000912593-25-000028 · wk-form4_1736533676.xml · nonDerivative · entry 1 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,700 F1 · shares: Restricted stock. All shares vest on January 8, 2028, provided that the reporting person remains a director of Sun Communities, Inc. or a subsidiary. Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 14:46 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 2,000 | $129.01 | $258,020.00 |
DisclosureSEC source: 0000912593-24-000031 · wk-form4_1705934752.xml · nonDerivative · entry 1 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,100 F1 · shares: Restricted stock. All shares vest on January 18, 2027, provided that the reporting person remains a director of Sun Communities, Inc. or a subsidiary. Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 18:11 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 2,000 | $148.12 | $296,240.00 |
DisclosureSEC source: 0000912593-23-000028 · wf-form4_167484306252876.xml · nonDerivative · entry 1 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,100 F1 · shares: Restricted stock. All shares vest on January 25, 2026, provided that the reporting person remains a director of Sun Communities, Inc. or a subsidiary. Read SEC document |
| February 25, 2022 Filed Feb 25, 2022 21:30 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | SaleCOMMON STOCK, $0.01 PAR VALUE | 3,000 | $181.59 | $544,770.00 |
DisclosureSEC source: 0000912593-22-000055 · wf-form4_164582458820998.xml · nonDerivative · entry 1 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,100 F1 · price: The price reported in Column 4 is a volume weighted average price. These shares were sold in multiple transactions with prices ranging from $181.51 to $181.78, inclusive. The reporting person undertakes to provide to Sun Communities, Inc., any security holder of Sun Communities, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 12, 2022 Filed Jan 14, 2022 21:27 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 1,700 | $197.00 | $334,900.00 |
DisclosureSEC source: 0000912593-22-000008 · wf-form4_164219566319552.xml · nonDerivative · entry 1 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,100 F1 · shares: Restricted stock. All shares vest on January 12, 2025, provided that the reporting person remains a director of Sun Communities, Inc. or a subsidiary. Read SEC document |
| May 04, 2021 Filed May 5, 2021 19:40 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | SaleCOMMON STOCK, $0.01 PAR VALUE | 2,800 | $165.60 | $463,671.32 |
DisclosureSEC source: 0000912593-21-000128 · wf-form4_162024362084888.xml · nonDerivative · entry 1 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,400 Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 15:11 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 1,700 | $148.44 | $252,348.00 |
DisclosureSEC source: 0000912593-21-000020 · wf-form4_161236507906282.xml · nonDerivative · entry 1 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,200 F1 · shares: Restricted stock. All shares vest on February 1, 2024, provided that the reporting person remains a director of Sun Communities, Inc. or a subsidiary. Read SEC document |
| March 04, 2020 Filed Mar 5, 2020 14:43 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | SaleCOMMON STOCK, $0.01 PAR VALUE | 2,600 | $167.84 | $436,384.00 |
DisclosureSEC source: 0000912593-20-000049 · wf-form4_158341942161899.xml · nonDerivative · entry 1 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,500 F1 · price: The price reported in Column 4 is a volume weighted average price. These shares were sold in multiple transactions with prices ranging from $167.73 to $167.90, inclusive.The reporting person undertakes to provide to Sun Communities, Inc., any security holder of Sun Communities, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 08, 2020 Filed Jan 10, 2020 14:20 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 1,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-20-000009 · wf-form4_157866597763272.xml · nonDerivative · entry 1 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,100 F1 · shares: Restricted stock. All shares vest on January 8, 2023, provided that the reporting person remains a director of Sun Communities, Inc. or a subsidiary. Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 14:55 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-19-000017 · wf-form4_155058809918074.xml · nonDerivative · entry 1 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,400 F1 · shares: Restricted stock. All shares vest on February 14, 2022, provided that the reporting person remains a director of Sun Communities, Inc. or a subsidiary. Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 21:48 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 2,800 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-18-000014 · wf-form4_151855848494745.xml · nonDerivative · entry 1 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,400 F1 · shares: Restricted stock. All shares vest on February 12, 2021, provided that the reporting person remains a director of Sun Communities, Inc. or a subsidiary. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 21:28 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | GrantCOMMON STOCK, $0.01 PAR VALUE | 2,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000912593-17-000010 · wf-form4_148676210515904.xml · nonDerivative · entry 1 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,600 F1 · shares: Restricted stock. All shares vest on February 8, 2020, provided that the reporting person remains a director of Sun Communities, Inc. or a subsidiary. Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 15:09 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | SaleCommon Stock, $0.01 par value | 4,850 | $70.63 | $342,555.50 |
DisclosureSEC source: 0000912593-16-000221 · primary_doc.xml · nonDerivative · entry 1 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,000 Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 19:03 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Exercise / conversionStock option (right to buy) · Derivative | 1,500 | $0.00 Strike: $37.35 | $0.00 |
DisclosureSEC source: 0000912593-16-000220 · primary_doc.xml · derivative · entry 15 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 shares Expires 2021-07-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Option to purchase 1,500 shares of common stock vested in equal annual installments beginning 7/27/2012. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 19:03 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Exercise / conversionStock option (right to buy) · Derivative | 1,500 | $0.00 Strike: $29.54 | $0.00 |
DisclosureSEC source: 0000912593-16-000220 · primary_doc.xml · derivative · entry 14 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 shares Expires 2020-07-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Option to purchase 1,500 shares of common stock vested in equal annual installments beginning 7/28/2011. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 19:03 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Exercise / conversionStock option (right to buy) · Derivative | 1,500 | $0.00 Strike: $14.95 | $0.00 |
DisclosureSEC source: 0000912593-16-000220 · primary_doc.xml · derivative · entry 13 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 shares Expires 2019-07-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Option to purchase 1,500 shares of common stock vested in equal annual installments beginning 7/29/2010. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 19:03 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Exercise / conversionStock option (right to buy) · Derivative | 1,500 | $0.00 Strike: $17.20 | $0.00 |
DisclosureSEC source: 0000912593-16-000220 · primary_doc.xml · derivative · entry 12 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 shares Expires 2018-07-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Option to purchase 1,500 shares of common stock vested in equal annual installments beginning 7/18/2009. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 19:03 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Exercise / conversionStock option (right to buy) · Derivative | 1,500 | $0.00 Strike: $29.91 | $0.00 |
DisclosureSEC source: 0000912593-16-000220 · primary_doc.xml · derivative · entry 11 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 shares Expires 2017-05-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Option to purchase 1,500 shares of common stock vested in equal annual installments beginning 5/23/2008. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 19:03 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCommon Stock, $0.01 par value | 768 | $72.90 | $55,987.20 |
DisclosureSEC source: 0000912593-16-000220 · primary_doc.xml · nonDerivative · entry 10 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,850 Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 19:03 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Exercise / conversionCommon Stock, $0.01 par value | 1,500 | $37.35 | $56,025.00 |
DisclosureSEC source: 0000912593-16-000220 · primary_doc.xml · nonDerivative · entry 9 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,618 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 19:03 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCommon Stock, $0.01 par value | 607 | $72.90 | $44,250.30 |
DisclosureSEC source: 0000912593-16-000220 · primary_doc.xml · nonDerivative · entry 8 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,118 Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 19:03 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Exercise / conversionCommon Stock, $0.01 par value | 1,500 | $29.54 | $44,310.00 |
DisclosureSEC source: 0000912593-16-000220 · primary_doc.xml · nonDerivative · entry 7 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,725 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 19:03 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCommon Stock, $0.01 par value | 307 | $72.90 | $22,380.30 |
DisclosureSEC source: 0000912593-16-000220 · primary_doc.xml · nonDerivative · entry 6 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,225 Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 19:03 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Exercise / conversionCommon Stock, $0.01 par value | 1,500 | $14.95 | $22,425.00 |
DisclosureSEC source: 0000912593-16-000220 · primary_doc.xml · nonDerivative · entry 5 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,532 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 19:03 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCommon Stock, $0.01 par value | 353 | $72.90 | $25,733.70 |
DisclosureSEC source: 0000912593-16-000220 · primary_doc.xml · nonDerivative · entry 4 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,032 Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 19:03 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Exercise / conversionCommon Stock, $0.01 par value | 1,500 | $17.20 | $25,800.00 |
DisclosureSEC source: 0000912593-16-000220 · primary_doc.xml · nonDerivative · entry 3 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,385 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 19:03 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Tax withholdingCommon Stock, $0.01 par value | 615 | $72.90 | $44,833.50 |
DisclosureSEC source: 0000912593-16-000220 · primary_doc.xml · nonDerivative · entry 2 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,885 Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 19:03 UTC | SUN COMMUNITIES INC SUI · Entity 3348 | Exercise / conversionCommon Stock, $0.01 par value | 1,500 | $29.91 | $44,865.00 |
DisclosureSEC source: 0000912593-16-000220 · primary_doc.xml · nonDerivative · entry 1 BERGERON STEPHANIE W · CIK 0001201066 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.