Insider Transactions Reported by 22 Insiders of SUN COMMUNITIES INC

Symbol
SUI on NYSE
Location
Southfield, MI

Key facts

  • SUI - SUN COMMUNITIES INC has 22 insiders with reported activity on this page.
  • Net insider value flow over the last year: -$21,359,370.
  • Recent transaction rows are available for direct filing-level review.

Change

  • Buy value: $432,433; sell value: $21,791,803.
  • Net share flow: -171,210.

Research use

  • This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
  • Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.

Evidence

Filed on Form 4

Issuer insider activity is sourced from SEC Forms 3, 4, and 5.

See Original Filing

Insider trading overview

Last 12 months

Net insider flow leans to selling over the last 12 months. Net value: -$21,359,370.

Buys

$432,433

Shares: 3,665

Insiders: 1

Sells

$21,791,804

Shares: 174,875

Insiders: 2

Net

-$21,359,370

Shares: -171,210

Insiders: -1

Window (months) Buy shares Sell shares Buy $ Sell $ Net $
0-3 0 14,000 $0 $1,908,078 -$1,908,078
3-6 0 156,875 $0 $19,378,769 -$19,378,769
6-9 0 4,000 $0 $504,957 -$504,957
9-12 3,665 0 $432,433 $0 +$432,433

SUN COMMUNITIES INC executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Gary A. Shiffman Director $120,618,346 -$19,378,769 -14% Mixed 05 Feb 2026
Karen Dearing EVP - Special Projects $21,567,505 Mixed 20 Mar 2023
Arthur A. Weiss Director $16,253,712 Mixed 18 Jan 2024
Charles D. Young CEO & Director, Director $9,600,175 Mixed 27 Mar 2026
John B. McLaren President and COO $9,497,329 Mixed 27 Mar 2026
Aaron Weiss EVP, Chief Investment Officer $8,039,156 Mixed 27 Mar 2026
Marc Farrugia EVP & Chief Admin. Officer $7,870,018 Mixed 27 Mar 2026
Baxter R. Underwood CEO - Safe Harbor Marinas, LLC $7,495,367 Mixed 28 Mar 2025
Bruce Thelen Evp, Coo $7,048,607 Mixed 09 Mar 2026
Fernando Castro-Caratini EVP, CFO, Sec. & Treas. $4,349,779 Mixed 09 Mar 2026
Brian M. Hermelin Director $3,502,644 Mixed 05 Feb 2026
Stephanie W. Bergeron Director $3,274,488 Mixed 08 Jan 2025
Meghan G. Baivier Director $2,401,494 Mixed 05 Feb 2026
Clunet R. Lewis Director $2,287,280 -$2,413,035 -51% Filing P/S 05 Mar 2026
Ronald A. Klein Director $2,244,774 Mixed 18 Jan 2024
Brian P. Loftus SVP, Chief Accounting Officer $1,997,279 Mixed 12 Mar 2026
Jeff T. Blau Director $1,342,843 +$432,433 +47% Mixed 05 Feb 2026
Tonya Allen Director $1,289,487 Mixed 05 Feb 2026
Jerome W. Ehlinger Director $643,578 Mixed 05 Feb 2026
Craig Leupold Director $640,908 Mixed 05 Feb 2026
Mark A. Denien Director $147,420 Mixed 05 Feb 2026
Mark E. Patten EVP, CFO, Sec. & Treas. $0 Mixed 04 Feb 2026

Top shareholders of SUN COMMUNITIES INC (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
DODGE & COX
13F 13D/G
Company
11%
from 13D/G
14,266,030
$1,796,949,139 31 Mar 2026
COHEN & STEERS, INC.
13D/G 13F
Company
11%
13,101,349
$1,696,886,722 +$248,426,095 30 Apr 2026
BlackRock, Inc.
13F 13D/G
Company
7.8%
from 13D/G
12,681,528
$1,597,365,324 31 Mar 2026
NORGES BANK
13D/G
4.9%
6,079,930
$753,364,126 $0 31 Dec 2025
PRICE T ROWE ASSOCIATES INC /MD/
13F 13D/G
Company · T. Rowe Price Associates, Inc.
4.5%
from 13D/G
5,529,426
$696,489,000 31 Mar 2026
FMR LLC
13D/G 13F
Company
4.2%
5,269,273
$679,736,272 -$340,627,209 30 Sep 2025
Gary A. Shiffman
3/4/5
Director
0.79%
975,870
$120,618,346 -$19,378,769 05 Feb 2026
Bruce Thelen
3/4/5
EVP, COO
0.04%
54,687
$7,048,607 09 Mar 2026
Fernando Castro-Caratini
3/4/5
EVP, CFO, Sec. & Treas.
0.03%
33,748
$4,349,779 09 Mar 2026
Brian M. Hermelin
3/4/5
Director
0.02%
28,327
$3,502,644 05 Feb 2026
Meghan G. Baivier
3/4/5
Director
0.02%
19,417
$2,401,494 05 Feb 2026
Clunet R. Lewis
3/4/5
Director
0.01%
16,817
$2,287,280 -$2,413,035 05 Mar 2026
Brian P. Loftus
3/4/5
SVP, Chief Accounting Officer
0.01%
15,496
$1,997,279 12 Mar 2026
Jeff T. Blau
3/4/5
Director
0.01%
10,882
$1,342,843 +$432,433 05 Feb 2026
Tonya Allen
3/4/5
Director
0.01%
10,426
$1,289,487 05 Feb 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
Company
8.3%
10,168,892
$1,280,873,636 31 Mar 2026
13F
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
4.7%
5,842,918
$735,973,951 31 Mar 2026
13F
VANGUARD CAPITAL MANAGEMENT LLC
13F
Company
4.4%
5,453,074
$686,869,201 31 Mar 2026
13F
STATE STREET CORP
13F
Company
4.2%
5,213,224
$662,436,611 31 Mar 2026
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
1.9%
2,385,877
$299,703,114 31 Mar 2026
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
1.5%
1,812,301
$228,279,844 31 Mar 2026
13F
Daiwa Securities Group Inc.
13F
Company
1.4%
1,768,350
$222,741,366 31 Mar 2026
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
1.2%
1,526,108
$192,228,564 31 Mar 2026
13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
1.2%
1,504,752
$189,538,562 31 Mar 2026
13F
DEUTSCHE BANK AG\
13F
Company
1%
1,235,421
$155,613,629 31 Mar 2026
13F
Nuveen, LLC
13F
Company
0.91%
1,124,291
$141,615,695 31 Mar 2026
13F
Legal & General Group Plc
13F
Company
0.87%
1,076,405
$135,583,972 31 Mar 2026
13F
NORTHERN TRUST CORP
13F
Company
0.84%
1,038,383
$130,794,724 31 Mar 2026
13F
CANADA PENSION PLAN INVESTMENT BOARD
13F
Company
0.84%
1,030,991
$129,863,626 31 Mar 2026
13F
Russell Investments Group, Ltd.
13F
Company
0.79%
974,982
$122,809,131 31 Mar 2026
13F
JPMORGAN CHASE & CO
13F
Company
0.73%
893,921
$112,812,862 31 Mar 2026
13F
MORGAN STANLEY
13F
Company
0.65%
806,642
$101,604,707 31 Mar 2026
13F
SEI INVESTMENTS CO
13F
Company
0.63%
771,978
$97,238,328 31 Mar 2026
13F
VANGUARD FIDUCIARY TRUST CO
13F
Company
0.59%
730,287
$91,986,951 31 Mar 2026
13F
Bank of New York Mellon Corp
13F
Company
0.55%
682,504
$85,968,183 31 Mar 2026
13F
HSBC HOLDINGS PLC
13F
Company
0.49%
601,525
$75,822,594 31 Mar 2026
13F
CITADEL ADVISORS LLC
13F
Company
0.47%
579,938
$73,048,991 31 Mar 2026
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.46%
568,513
$71,609,960 31 Mar 2026
13F
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
13F
Company
0.44%
536,746
$67,608,526 31 Mar 2026
13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
0.41%
509,346
$64,157,222 31 Mar 2026
13F
Sumitomo Mitsui Trust Group, Inc.
13F
Company
0.35%
435,388
$54,841,472 31 Mar 2026
13F
Qube Research & Technologies Ltd
13F
Company
0.35%
427,964
$53,906,345 31 Mar 2026
13F
BALYASNY ASSET MANAGEMENT L.P.
13F
Company
0.34%
421,928
$53,146,051 31 Mar 2026
13F
GW&K Investment Management, LLC
13F
Company
0.32%
392,920
$49,493,000 31 Mar 2026
13F
Swiss National Bank
13F
Company
0.29%
362,860
$45,705,846 31 Mar 2026
13F
Vision Capital Corp
13F
Company
0.27%
330,796
$41,667,064 31 Mar 2026
13F
AMERICAN CENTURY COMPANIES INC
13F
Company
0.26%
325,196
$40,961,688 31 Mar 2026
13F
Amundi
13F
Individual
0.25%
312,099
$39,311,991 31 Mar 2026
13F
APG Asset Management US Inc.
13F
Company
0.25%
307,048
$39,111,774 31 Mar 2026
13F
UBS Group AG
13F
Company
0.24%
297,862
$37,518,698 31 Mar 2026
13F

Recent Insider Transactions by Companies or Individuals for SUN COMMUNITIES INC

Showing up to 300 most recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
Charles D. Young SUI COMMON STOCK, $0.01 PAR VALUE Award 22.7% 14,334 77,477 27 Mar 2026 Direct
Charles D. Young SUI PERFORMANCE RIGHT Award 28,151 28,151 27 Mar 2026 Direct
Marc Farrugia SUI COMMON STOCK, $0.01 PAR VALUE Award 10.3% 4,778 51,274 27 Mar 2026 Direct
Marc Farrugia SUI PERFORMANCE RIGHT Award 9,382 9,382 27 Mar 2026 Direct
Aaron Weiss SUI COMMON STOCK, $0.01 PAR VALUE Award 8.82% 5,256 64,879 27 Mar 2026 Direct
Aaron Weiss SUI PERFORMANCE RIGHT Award 10,321 10,321 27 Mar 2026 Direct
John B. McLaren SUI COMMON STOCK, $0.01 PAR VALUE Award 3.22% 2,389 76,637 27 Mar 2026 Direct
John B. McLaren SUI PERFORMANCE RIGHT Award 4,690 4,690 27 Mar 2026 Direct
John B. McLaren SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -1.16% -872 74,248 17 Mar 2026 Direct
Brian P. Loftus SUI COMMON STOCK, $0.01 PAR VALUE Award 50.3% 5,185 15,496 12 Mar 2026 Direct
Marc Farrugia SUI COMMON STOCK, $0.01 PAR VALUE Award 46% 296 939 12 Mar 2026 Owned by spouse
Fernando Castro-Caratini SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -18.9% -7,858 33,748 09 Mar 2026 Direct
Brian P. Loftus SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -1.64% -172 10,311 09 Mar 2026 Direct
Bruce Thelen SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -1.01% -560 54,687 09 Mar 2026 Direct
Aaron Weiss SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -2.2% -1,344 59,623 09 Mar 2026 Direct
Marc Farrugia SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -2.87% -19 643 09 Mar 2026 Owned by spouse
Marc Farrugia SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -1.19% -560 46,496 09 Mar 2026 Direct
Clunet R. Lewis SUI COMMON STOCK, $0.01 PAR VALUE Sale -100% $435,680 $136.15 -3,200 0 05 Mar 2026 By Wife's IRA
Clunet R. Lewis SUI COMMON STOCK, $0.01 PAR VALUE Sale -18.4% $516,838 $136.01 -3,800 16,817 05 Mar 2026 Direct
Marc Farrugia SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -1.34% -9 662 05 Mar 2026 Owned by spouse
Marc Farrugia SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -1.46% -699 47,056 05 Mar 2026 Direct
Aaron Weiss SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -1.86% -1,154 60,967 04 Mar 2026 Direct
Marc Farrugia SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -2.75% -19 671 04 Mar 2026 Owned by spouse
Marc Farrugia SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -1.16% -560 47,755 04 Mar 2026 Direct
Bruce Thelen SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -1.14% -635 55,247 04 Mar 2026 Direct
Marc Farrugia SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -2.4% -17 690 02 Mar 2026 Owned by spouse
Clunet R. Lewis SUI COMMON STOCK, $0.01 PAR VALUE Sale -25.4% $955,560 $136.51 -7,000 20,617 27 Feb 2026 Direct
Aaron Weiss SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -2.4% -1,529 62,121 24 Feb 2026 Direct
Marc Farrugia SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -1.12% -8 707 24 Feb 2026 Owned by spouse
Marc Farrugia SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -1.89% -932 48,315 24 Feb 2026 Direct
Bruce Thelen SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -1.8% -1,025 55,882 24 Feb 2026 Direct
John B. McLaren SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -1.15% -872 75,120 23 Feb 2026 Direct
Bruce Thelen SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -0.55% -317 56,907 11 Feb 2026 Direct
Brian M. Hermelin SUI COMMON STOCK, $0.01 PAR VALUE Award 6.29% 1,617 27,317 05 Feb 2026 Direct
Tonya Allen SUI COMMON STOCK, $0.01 PAR VALUE Award 18.4% 1,617 10,426 05 Feb 2026 Direct
Craig Leupold SUI DEFERRED RESTRICTED COMMON STOCK RIGHTS Award 44.9% 1,617 5,217 05 Feb 2026 Direct
Gary A. Shiffman SUI COMMON STOCK, $0.01 PAR VALUE Award 0.18% 1,617 882,792 05 Feb 2026 Direct
Jeff T. Blau SUI COMMON STOCK, $0.01 PAR VALUE Award 28.9% 1,617 7,217 05 Feb 2026 Direct
Meghan G. Baivier SUI COMMON STOCK, $0.01 PAR VALUE Award 9.08% 1,617 19,417 05 Feb 2026 Direct
Clunet R. Lewis SUI COMMON STOCK, $0.01 PAR VALUE Award 6.22% 1,617 27,617 05 Feb 2026 Direct
Jerome W. Ehlinger SUI COMMON STOCK, $0.01 PAR VALUE Award 101.1% 1,617 3,217 05 Feb 2026 Direct
Mark A. Denien SUI DEFERRED RESTRICTED COMMON STOCK RIGHTS Award 1,617 1,617 05 Feb 2026 Direct
Mark E. Patten SUI COMMON STOCK, $0.01 PAR VALUE Disposed to Issuer -100% -28,892 0 04 Feb 2026 Direct
Mark E. Patten SUI COMMON STOCK, $0.01 PAR VALUE Award 28,892 28,892 05 Jan 2026 Direct
Aaron Weiss SUI COMMON STOCK, $0.01 PAR VALUE Disposed to Issuer -12.4% -9,000 63,650 01 Jan 2026 Direct
Bruce Thelen SUI COMMON STOCK, $0.01 PAR VALUE Disposed to Issuer -15.1% -10,200 57,224 01 Jan 2026 Direct
Marc Farrugia SUI COMMON STOCK, $0.01 PAR VALUE Disposed to Issuer -10.9% -6,000 49,247 01 Jan 2026 Direct
Brian P. Loftus SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -2.36% -253 10,483 30 Dec 2025 Direct
Fernando Castro-Caratini SUI COMMON STOCK, $0.01 PAR VALUE Tax liability -31.4% -19,008 41,606 30 Dec 2025 Direct
Gary A. Shiffman SUI COMMON STOCK, $0.01 PAR VALUE Sale -100% $19,378,769 $123.53 -156,875 0 17 Dec 2025 Owned by irrevocable trust.
* An asterisk sign (*) next to the price indicates that the price is likely invalid.
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