Brian Loftus
On March 17, 2025, the Board of Directors of Sun Communities, Inc. (the “Company”) appointed Brian Loftus as the principal accounting officer of the Company with the title Senior Vice President and Chief Accounting Officer.
Highest-materiality recent filing
Sun Communities sells UK Park Holidays for $1.03B all-cash; expects $1.0-1.1B impairment
Enterprise value of £768M (~$1.03B); all-cash consideration; buyer is Aermont Capital affiliate.
Sun Communities shareholders elect all nine directors, approve say-on-pay and auditor ratification
All nine director nominees elected with at least 102.4M votes for each; largest vote against was Tonya Allen with 10.0M.
Sun Communities engages Deloitte as auditor; Grant Thornton exit with no disagreements
Formally engaged Deloitte & Touche on May 12, 2026 as auditor for FY 2026.
Sun Communities posts investor presentation on May 4, 2026
Company furnished investor presentation as Exhibit 99.1 under Item 7.01 Regulation FD Disclosure.
Sun Communities reports Q1 2026 results; specific figures not provided in excerpt
Issued press release for quarter ended March 31, 2026, with limited details available.
Sun Communities appoints Deloitte as new auditor, dismisses Grant Thornton
Audit Committee dismissed Grant Thornton and appointed Deloitte as independent auditor, effective upon Q1 2026 10-Q filing.
John B. McLaren, previously President, appointed COO with additional operations oversight; age 55, 24-year company veteran.
Sun Communities releases Q4 2025 investor presentation; no financial details in filing
Filing includes only title slide referencing Q4 2025; no revenue, EPS, or operational metrics disclosed.
Sun Communities reports Q4/FY2025 earnings; no specific figures in filing text
Filing indicates earnings press released on Feb 24, 2026 for period ended Dec 31, 2025.
Mark E. Patten departed as CFO on Feb 4, 2026; mutual decision, no disagreement with financial policies.
Sun Communities appoints Mark E. Patten as CFO, effective Jan 5, 2026; Castro-Caratini to advise
Mark E. Patten appointed CFO, EVP, Secretary and Treasurer, starting Jan 5, 2026.
Sun Communities posts investor presentation with no specific material updates
Investor presentation made available on December 1, 2025 and posted on company website.
Sun Communities reports Q3 2025 results; specific figures unavailable due to truncated exhibit
Filed Form 8-K with earnings press release for quarter ended September 30, 2025.
Sun Communities enters $2.0B revolving credit facility, replaces $3.05B facility, matures Jan 2030
New credit agreement upsized to $2.0B revolver with option to increase by $1.0B; no borrowings at closing.
Sun Communities releases investor presentation; no specific material updates disclosed
Investor presentation made available on September 3, 2025, posted on company website.
Sun Communities grants $3.2M transaction bonuses to CEO, CFO, EVP for Safe Harbor sale
Compensation Committee granted $1.5M bonus to CEO Gary Shiffman, $700k to CFO Fernando Castro-Caratini, and $1M to EVP Aaron Weiss for the Safe Harbor sale.
Sun Communities reports Q2 2025 results; specific figures not available in filing excerpt
Press release furnished as Exhibit 99.1 announces financial results for quarter ended June 30, 2025.
Sun Communities appoints Charles Young as CEO effective Oct 1; Shiffman to Non-Executive Chairman
Charles D. Young appointed CEO and director, effective Oct 1, 2025; succeeds Gary Shiffman who retires as CEO after 40 years.
Sun Communities posts investor presentation with no new financial data
Investor presentation made available on June 2, 2025, and posted on company website.
Sun Communities shareholders reelect nine directors, approve say-on-pay and equity plan extension
Shareholders elected all nine director nominees; each received over 109M votes for.
Initial closing of Safe Harbor sale to Blackstone affiliate; net cash proceeds ~$5.25B.
Sun Communities reports Q1 2025 results; no figures in filing text
Press release issued May 5, 2025 for quarter ended March 31, 2025.
Sun Communities appoints Brian Loftus as Chief Accounting Officer, effective March 17, 2025
Brian Loftus, age 43, appointed SVP and Chief Accounting Officer effective March 17, 2025, reporting to CFO Fernando Castro-Caratini.
Sun Communities furnishes investor presentation; no financial details disclosed in filing
Investor presentation made available on February 27, 2025, and posted on company website.
Sun Communities reports quarterly earnings; figures omitted from filing copy
Press release issued February 26, 2025 for the quarter and year ended December 31, 2024.
Sun Communities sells Safe Harbor Marinas to Blackstone for $5.65B, refocuses on MH/RV
All-cash purchase price of $5.65B, subject to post-closing adjustments; initial close expected Q2 2025.
Board approved new Indemnification Agreement form for directors/officers, effective Feb 13, 2025.
On March 17, 2025, the Board of Directors of Sun Communities, Inc. (the “Company”) appointed Brian Loftus as the principal accounting officer of the Company with the title Senior Vice President and Chief Accounting Officer.
Max materiality 0.90 · Median 0.30 · Most common event other_material