Recent 8-K filings for SUI

• May 21, 2026 10:01 UTC m_and_a materiality 0.90 neutral item 1.01item 2.06item 7.01item 8.01item 9.01

  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.

• Feb 10, 2026 23:59 UTC leadership materiality 0.65 neutral item 5.02item 9.01

  Sun Communities appoints Fernando Castro-Caratini as interim CFO; Mark Patten departs with $3M separation

  Mark E. Patten departed as CFO on Feb 4, 2026; mutual decision, no disagreement with financial policies.

• Sep 22, 2025 23:59 UTC debt materiality 0.60 neutral item 1.01item 1.02item 2.03item 9.01

  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.

• Jul 23, 2025 23:59 UTC leadership materiality 0.75 neutral item 5.02item 7.01item 9.01

  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.

• May 06, 2025 23:59 UTC m_and_a materiality 0.90 positive item 2.01item 7.01item 8.01item 9.01

  Sun closes Safe Harbor sale for ~$5.25B net; redeems $900M notes, authorizes $1B buyback, special $4 dividend

  Initial closing of Safe Harbor sale to Blackstone affiliate; net cash proceeds ~$5.25B.

• Feb 24, 2025 23:59 UTC m_and_a materiality 0.90 positive item 1.01item 7.01item 9.01

  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.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.30 · Most common event other_material

2 positive 0 negative 25 neutral

source · SUI on sec.gov