Highest-materiality recent filing
Sun Communities posts investor presentation; Park Holidays sale referenced in risk factors
Presentation made public on June 1, 2026; hosted on company's investor relations website.
Sun Communities unit sells UK holiday park portfolio for £785.7M base; authorizes $1B buyback
Base consideration £785,677,329.58 for sale of Crown Holdco, Ocean One Hundred, SCI Bidco, Time GB shares to Panther Bidco.
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.
Three Sun Communities directors to retire on staggered schedule; search firm retained
Director Arthur A. Weiss to retire from Board on December 31, 2024.
CEO Gary Shiffman intends to retire in 2025 after over 40 years; succession committee co-chaired by Jeff Blau and Tonya Allen.
Sun Communities reports Q3 2024 results; specific figures not provided in submitted text
Reports results for quarter ended September 30, 2024.
Sun Communities makes investor presentation available; no financial details in filing
8-K filed under Item 7.01 announcing investor presentation dated November 6, 2024.
Sun Communities issues 243,273 OP units at $129.50 for asset contribution
SCOLP issued 243,273 common OP units at $129.50 per unit as consideration for contributed assets.
Sun Communities furnishes investor presentation; no material new financial data disclosed
Investor presentation made available to investors beginning September 5, 2024.
Sun Communities reports Q2 2024 results; no financial figures in provided text
Press release announcing Q2 2024 results furnished as Exhibit 99.1.
Sun Communities releases investor presentation on June 3, 2024
SUI filed an investor presentation via Form 8-K on June 3, 2024.
Shareholders reelected ten directors; top vote-getter Jeff T. Blau received 111.7M votes for, Gary A. Shiffman 106.4M for.
Sun Communities posts investor presentation; no quantitative details in filing excerpt
Investor presentation posted on May 7, 2024, with only the cover page appended to the 8-K.
Sun Communities registers 2.3M shares for resale by selling stockholders
Filed prospectus supplement to register up to 2,318,901 shares of common stock for resale by certain selling stockholders.
Sun Communities updates ATM program with $1.25B shelf; adds new agents
Filed new universal shelf registration statement (S-3) effective March 29, 2024, replacing the 2021 shelf.
Sun Communities reports Q1 2024 earnings; specific financial figures not provided in filing excerpt
Press release for quarter ended March 31, 2024 issued on April 29, 2024.
Sun Communities OP issues 19,326 common units at $130.98/unit for asset contribution
19,326 common OP units issued at $130.9799 per unit (approx. $2.53M in value).
Sun Communities amends exec comp; bonus up to 200% of base salary
Amended employment agreements for CFO Fernando Castro-Caratini, COO Bruce Thelen, and CAO Marc Farrugia effective March 20, 2024.
Sun Communities releases investor presentation; no specific financial updates disclosed
Presentation made available to investors on March 1, 2024 via SEC Form 8-K.
Sun Communities restates 2023 quarterly financials; goodwill impairment errors up to $370M
Non-reliance on Q1-Q3 2023 unaudited financials due to goodwill impairment errors at Park Holidays.
Sun Communities appoints two directors, establishes capital allocation committee after activist pact
Appointed Jerry Ehlinger (ex-Heitman CIO) and Craig Leupold (GSI Capital Advisors CEO) to the Board, expanding from 9 to 11 directors.
Sun Communities closes $500M offering of 5.500% Notes due 2029
Issued $500M aggregate principal of 5.500% Notes due January 15, 2029 through subsidiary Operating Partnership.
Sun Communities prices $500M of 5.500% senior notes due 2029
$500M aggregate principal of 5.500% senior notes due 2029, priced at 99.878% for yield of 5.528%.
Sun Communities creates Series L Preferred Units with 3.5% distribution, exchangeable at $160/unit
Issued 20,000 Series L Preferred Units at $100/unit as consideration for contributed assets.
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.
On November 6, 2024, the Company appointed John B. McLaren as its President.
Gary A. Shiffman, Chairman of the Board and Chief Executive Officer of Sun Communities, Inc. (the “Company”), informed the Company’s Board of Directors of his intent to retire as Chief Executive Officer
effective immediately appointed Messrs. Jerry Ehlinger and Craig A. Leupold to serve as directors of the Company
effective immediately appointed Messrs. Jerry Ehlinger and Craig A. Leupold to serve as directors of the Company
On January 25, 2023, the Board of Directors (the “Board”) of Sun Communities, Inc. (the “Company”), increased the size of the Board from eight to nine directors and effective immediately appointed Mr. Jeff T. Blau to serve as a director of the Company until the annual meeting of the Company’s stockholders to be held in 2024.
On September 7, 2022, John B. McLaren tendered his resignation from his positions as President and Chief Operating Officer of Sun Communities, Inc. (the “Company”), effective as of December 31, 2022.
Also on September 7, 2022, the Company appointed Bruce D. Thelen as its Chief Operating Officer and Executive Vice President, effective as of December 31, 2022.
Also on September 7, 2022, the Company appointed Gary A. Shiffman as its President, effective as of December 31, 2022.
on April 8, 2022, Karen J. Dearing announced her retirement from her positions as Chief Financial Officer, Secretary and Treasurer of the Company, effective as of May 2, 2022.
Also on April 8, 2022, the Company appointed Fernando Castro-Caratini as its Executive Vice President, Chief Financial Officer, Secretary and Treasurer, effective as of May 2, 2022.
Max materiality 0.90 · Median 0.30 · Most common event other_material