| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SUI | COMMON STOCK, $0.01 PAR VALUE | Tax liability | -$530K | -2.97K | -0.3% | $178.77 | 985K | Mar 17, 2022 | Direct | |
| transaction | SUI | COMMON STOCK, $0.01 PAR VALUE | Tax liability | -$130K | -726 | -0.07% | $178.77 | 984K | Mar 17, 2022 | Direct | |
| holding | SUI | COMMON STOCK, $0.01 PAR VALUE | 233K | Jul 27, 2021 | Owned by a grantor retained annuity trust | F1 | |||||
| holding | SUI | COMMON STOCK, $0.01 PAR VALUE | 131K | Jul 27, 2021 | Owned by irrevocable trusts | F2 | |||||
| holding | SUI | COMMON STOCK, $0.01 PAR VALUE | 16.7K | Jul 27, 2021 | Owned by spouse | ||||||
| holding | SUI | COMMON STOCK, $0.01 PAR VALUE | 76K | Jul 27, 2021 | Owned by irrevocable trust. | F3 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SUI | COMMON OPERATING PARTNERSHIP UNITS | Gift | $0 | +106K | $0.00 | 106K | Jul 27, 2021 | COMMON STOCK, $0.01 PAR VALUE | 106K | $0.00 | Owned by Revocable Trust | F4, F5, F6 | |
| holding | SUI | COMMON OPERATING PARTNERSHIP UNITS | 576K | Jul 27, 2021 | COMMON STOCK, $0.01 PAR VALUE | 576K | $0.00 | Owned by certain LLC's | F5, F7 |
| Id | Content |
|---|---|
| F1 | Owned by grantor retained annuity trust of which the reporting person is not a trustee. The reporting person is the only beneficiary during the term of the grantor retained annuity trust. At the end of the annuity term, the remaining property in the grantor retained annuity trust will be distributed to a trust for the benefit of the reporting person's spouse and descendants of which the reporting person is not a trustee. |
| F2 | Owned by irrevocable trusts of which the reporting person is neither the trustee nor the beneficiary. The beneficiaries of these trusts are the reporting person's spouse and other family members. |
| F3 | Owned by irrevocable trust of which the reporting person is a trustee and beneficiary. |
| F4 | The reporting person's mother contributed these securities to a revocable trust of which the reporting person is a co-trustee. |
| F5 | The Common Operating Partnership Units of Sun Communities Operating Limited Partnership are convertible into common stock at any time on a one-for-one basis and have no expiration date. |
| F6 | Owned by revocable trust of which the reporting person is a co-trustee. The beneficiary of the trust is the reporting person's mother. |
| F7 | Owned by certain limited liability companies of which the the reporting person is a member and a manager. |