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Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
on Current Report on Form 8-K, including Exhibit 99.1 attached hereto, is being furnished and shall not be deemed to be "filed" for purposes of the Securities Exchange Act of 1934, as amended. This report contains various "forward-looking statements" within the meaning of the Securities Act of 1933, as amended (the "Securities Act"), and the Securities Exchange Act of 1934, as amended (the "Exchange Act"), and the Company intends that such forward-looking statements will be subject to the saf…
Financial Statements and Exhibits Stock Repurchase Program Effective May 27, 2026, the Board of Directors of Sun Communities, Inc. (the “Company”) authorized a stock repurchase program (the “Stock Repurchase Program”) under which the Company may repurchase up to $1 billion of its common stock through May 27, 2027. The Stock Repurchase Program renews the Company’s previous stock repurchase program and provides the Company with continued flexibility to repurchase shares of its common stock. Und…
Material Impairments In connection with the Transaction described in
Entry into a Material Definitive Agreement. On May 21, 2026, Sun Communities Operating Limited Partnership (“SCOLP”), on behalf of itself and two of its subsidiaries (collectively, the “Sellers”), entered into an agreement (the “Purchase Agreement”) with Panther Bidco Limited (“Buyer”) pursuant to which SCOLP agreed to sell to Buyer all of the outstanding equity of the subsidiaries (collectively, “Park Holidays”) through which Sun Communities, Inc. (the “Company”) operates all of its business…
below, and in the Company’s other filings with the Securities and Exchange Commission from time to time, such risks, uncertainties and other factors include, but are not limited to: • The ability of the Company to complete the proposed sale of Park Holidays on a timely basis or at all; • Risks that the proposed sale of Park Holidays disrupts current plans and operations; • The impacts of the announcement or consummation of the proposed sale of Park Holidays on business relationships; • The an…
Changes in Registrant's Certifying Accountant. As previously discussed in the Current Report on Form 8-K filed on March 27, 2026 (the "Original 8-K"), the Audit Committee (the "Committee") of the Boar d of Directors of Sun Communities, Inc. (the " Company " ) appointed Deloitte & Touche LLP ( " Deloitte " ) as the Company's new independent registered public accounting firm for the fiscal year ending December 31, 2026. On May 12, 2026 (the "Effective Date"), the Company formally engaged Deloit…
on Current Report on Form 8-K, including Exhibit 99.1 attached hereto, is being furnished and shall not be deemed to be "filed" for purposes of the Securities Exchange Act of 1934, as amended. This report contains various "forward-looking statements" within the meaning of the Securities Act of 1933, as amended (the "Securities Act"), and the Securities Exchange Act of 1934, as amended (the "Exchange Act"), and the Company intends that such forward-looking statements will be subject to the saf…
Results of Operations and Financial Condition On April 27, 2026, Sun Communities, Inc. (the "Company") issued a press release, furnished as Exhibit 99.1 and incorporated herein by reference, announcing its financial results for the period ended March 31, 2026, and certain other information. The Company will hold an investor conference call and webcast at 11:00 a.m. ET on April 28, 2026 to discuss the financial results for the period ended March 31, 2026. The information contained in this Item…
Changes in Registrant’s Certifying Accountant. On March 23, 2026, the Audit Committee (the "Committee") of the Board of Directors of Sun Communities, Inc. (the “Company”) approved the appointment of Deloitte & Touche LLP (“Deloitte”) as the new independent registered public accounting firm for the Company for the fiscal year ending December 31, 2026. Subject to completion of its customary client acceptance procedures, Deloitte’s appointment is effective on the day the Company files its Quarte…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Appointment of John B. McLaren as Chief Operating Officer; Amended and Restated Employment Agreement On March 9, 2026, Sun Communities, Inc. (the “Company”) appointed John B. McLaren, the Company’s current President, as its Chief Operating Officer. In his role as Chief Operating Officer, Mr. McLaren has assumed additional responsibilities directly…
on Current Report on Form 8-K, including Exhibit 99.1 attached hereto, is being furnished and shall not be deemed to be "filed" for purposes of the Securities Exchange Act of 1934, as amended. This report contains various "forward-looking statements" within the meaning of the Securities Act of 1933, as amended (the "Securities Act"), and the Securities Exchange Act of 1934, as amended (the "Exchange Act"), and the Company intends that such forward-looking statements will be subject to the saf…
Results of Operations and Financial Condition On February 24, 2026, Sun Communities, Inc. (the "Company") issued a press release, furnished as Exhibit 99.1 and incorporated herein by reference, announcing its financial results for the period ended December 31, 2025, and certain other information. The Company will hold an investor conference call and webcast at 11:00 a.m. ET on February 25, 2026 to discuss the financial results for the period ended December 31, 2025. The information contained…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Appointment of Fernando Castro-Caratini as Chief Financial Officer on an interim basis On February 4, 2026, the Company appointed Fernando Castro-Caratini to serve as Chief Financial Officer, Executive Vice President, Secretary and Treasurer of the Company on an interim basis, effective immediately (the “Effective Date”). Mr. Castro-Caratini will s…
Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers. Appointment of Mark E. Patten as Chief Financial Officer On December 11, 2025, Sun Communities, Inc. (the “Company”) appointed Mark E. Patten as the Company’s new Chief Financial Officer, Executive Vice President, Secretary and Treasurer. Mr. Patten’s appointment will be effective on January 5, 2026 ( the “Start Date”). The Company and Mr. Patten entered into an employment agreement dated D…
on Current Report on Form 8-K, including Exhibit 99.1 attached hereto, is being furnished and shall not be deemed to be "filed" for purposes of the Securities Exchange Act of 1934, as amended. This report contains various "forward-looking statements" within the meaning of the Securities Act of 1933, as amended (the "Securities Act"), and the Securities Exchange Act of 1934, as amended (the "Exchange Act"), and the Company intends that such forward-looking statements will be subject to the saf…
Results of Operations and Financial Condition On October 29, 2025, Sun Communities, Inc. (the "Company") issued a press release, furnished as Exhibit 99.1 and incorporated herein by reference, announcing its financial results for the period ended September 30, 2025, and certain other information. The Company will hold an investor conference call and webcast at 2:00 p.m. ET on October 30, 2025 to discuss the financial results for the period ended September 30, 2025. The information contained i…
Termination of Material Definitive Agreement Effective September 17, 2025, the Prior Credit Agreement was terminated in connection with the execution of the New Credit Agreement.
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information contained in and incorporated into
Entry into a Material Definitive Agreement. On September 17, 2025, Sun Communities Operating Limited Partnership (“SCOLP”), as borrower, and Sun Communities, Inc. (the “Company”), as parent guarantor, entered into a Credit Agreement with J.P.Morgan, as Administrative Agent, Bank of America, N.A., BMO Bank, N.A., Citibank, N.A., Fifth Third Bank, National Association and Wells Fargo Bank, National Association, as Syndication Agents; PNC Bank, National Association, Regions Bank, Royal Bank of C…
on Current Report on Form 8-K, including Exhibit 99.1 attached hereto, is being furnished and shall not be deemed to be "filed" for purposes of the Securities Exchange Act of 1934, as amended. This report contains various "forward-looking statements" within the meaning of the Securities Act of 1933, as amended (the "Securities Act"), and the Securities Exchange Act of 1934, as amended (the "Exchange Act"), and the Company intends that such forward-looking statements will be subject to the saf…
Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers. On April 30, 2025, Sun Communities, Inc. (the “Company”) completed the initial closing (the "Initial Closing") of its previously announced sale of Safe Harbor Marinas, LLC (“Safe Harbor”), including 123 marinas, for total cash consideration of $5.25 billion, with a gain on sale of $1.4 billion. Safe Harbor subsidiaries owning 15 marina properties representing approximately $250.0 million of…
Results of Operations and Financial Condition On July 30, 2025, Sun Communities, Inc. (the "Company") issued a press release, furnished as Exhibit 99.1 and incorporated herein by reference, announcing its financial results for the period ended June 30, 2025, and certain other information. The Company will hold an investor conference call and webcast at 2:00 p.m. ET on July 31, 2025 to discuss the financial results for the period ended June 30, 2025. The information contained in this Item 2.02…
Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers. Appointment of Charles D. Young as Chief Executive Officer and Director The Board of Directors of Sun Communities, Inc. (the “Company”) has appointed Charles D. Young as the Company’s new Chief Executive Officer, effective October 1, 2025 (the “Start Date”). The Company and Mr. Young entered into an employment agreement dated July 20, 2025 (the “Employment Agreement”) under which Mr. Young…
on Current Report on Form 8-K, including Exhibit 99.1 attached hereto, is being furnished and shall not be deemed to be "filed" for purposes of the Securities Exchange Act of 1934, as amended. This report contains various "forward-looking statements" within the meaning of the Securities Act of 1933, as amended (the "Securities Act"), and the Securities Exchange Act of 1934, as amended (the "Exchange Act"), and the Company intends that such forward-looking statements will be subject to the saf…
Results of Operations and Financial Condition On May 5, 2025, Sun Communities, Inc. (the "Company") issued a press release, furnished as Exhibit 99.1 and incorporated herein by reference, announcing its financial results for the period ended March 31, 2025, and certain other information. The Company will hold an investor conference call and webcast at 11:00 a.m. ET on May 6, 2025 to discuss the financial results for the period ended March 31, 2025. The information contained in this Item 2.02,…
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