SUI announced a CEO transition in July 2025. Using the July 2025 8-K, determine who the new CEO will be and when they start, then calculate the percent change in closing share price over the 1-, 14-, and 30-calendar-day periods following the announcement to gauge market sentiment.

No `ir_executive_change` matches for SUI in the last 365 days.

_For historical events (>1 year back), pass `since_date` and `until_date` instead of `recency_days`._

# SUN COMMUNITIES INC (SUI) — SEC Filings

**24 filings** found

## 8-K — Q3 FY2026 (filed 2026-02-24)
Accession: 0000912593-26-000073 | 9 sections | 0 tables

## 8-K — FY (filed 2026-02-10)
Accession: 0000912593-26-000060 | 2 sections | 0 tables

## 8-K — FY (filed 2025-12-16)
Accession: 0000912593-25-000284 | 3 sections | 0 tables

## 8-K — Q1 FY2026 (filed 2025-10-29)
Accession: 0000912593-25-000258 | 9 sections | 0 tables

## 8-K — FY (filed 2025-09-22)
Accession: 0000912593-25-000243 | 1 sections | 0 tables

## 8-K — FY (filed 2025-07-31)
Accession: 0000912593-25-000220 | 1 sections | 0 tables

## 8-K — Q4 FY2025 (filed 2025-07-30)
Accession: 0000912593-25-000213 | 9 sections | 0 tables

## 8-K — FY (filed 2025-07-23)
Accession: 0000912593-25-000199 | 3 sections | 0 tables

## 8-K — FY (filed 2025-05-15)
Accession: 0000912593-25-000176 | 4 sections | 0 tables

## 8-K — FY (filed 2025-05-06)
Accession: 0000912593-25-000164 | 5 sections | 0 tables

## 8-K — Q3 FY2025 (filed 2025-05-05)
Accession: 0000912593-25-000156 | 9 sections | 0 tables

## 8-K — FY (filed 2025-03-18)
Accession: 0000912593-25-000133 | 1 sections | 0 tables

## 8-K — Q3 FY2025 (filed 2025-02-26)
Accession: 0000912593-25-000079 | 9 sections | 0 tables

## 8-K — FY (filed 2025-02-24)
Accession: 0001193125-25-032906 | 2 sections | 0 tables

## 8-K — FY (filed 2025-02-19)
Accession: 0000912593-25-000050 | 2 sections | 0 tables

## 8-K — FY (filed 2024-12-11)
Accession: 0000912593-24-000250 | 1 sections | 0 tables

## 8-K — FY (filed 2024-11-07)
Accession: 0000912593-24-000238 | 5 sections | 0 tables

## 8-K — Q1 FY2025 (filed 2024-11-06)
Accession: 0000912593-24-000232 | 9 sections | 0 tables

## 8-K — Q4 FY2024 (filed 2024-07-31)
Accession: 0000912593-24-000209 | 9 sections | 0 tables

## 8-K — FY (filed 2024-05-15)
Accession: 0000912593-24-000198 | 1 sections | 0 tables

## 8-K — FY (filed 2024-05-07)
Accession: 0001193125-24-133318 | 2 sections | 0 tables

## 8-K — FY (filed 2024-05-03)
Accession: 0001193125-24-130843 | 2 sections | 0 tables

## 8-K — FY (filed 2024-04-29)
Accession: 0000912593-24-000185 | 9 sections | 0 tables

## 8-K — FY (filed 2024-03-21)
Accession: 0000912593-24-000137 | 4 sections | 0 tables

**Tip:** Use `get_filing_section` with a section_id and accession_number above to read section content.

# SUI — daily prices (24 trading days)

- **On/after 2025-07-23:** 2025-07-23 close $124.30 (adj $124.30)
- **On/before 2025-08-25:** 2025-08-25 close $126.16 (adj $126.16)
- **Shares outstanding (as of 2025-06-30):** 125.86M — period-end balance sheet (dei cover where absent). Market cap at 2025-08-25 close: 15.88B

**Window return** 2025-07-23 → 2025-08-25: close 1.50%, adj_close 1.50%

{
  "ticker": "SUI",
  "requested": {
    "start_date": "2025-07-23",
    "end_date": "2025-08-25"
  },
  "trading_days": 24,
  "first": {
    "trade_date": "2025-07-23",
    "close": 124.3,
    "adj_close": 124.3
  },
  "last": {
    "trade_date": "2025-08-25",
    "close": 126.16,
    "adj_close": 126.16
  },
  "return_close_pct": 1.4963797264682217,
  "return_adj_close_pct": 1.4963797264682217,
  "shares_outstanding": {
    "value": 125857728,
    "source": "period-end balance sheet (dei cover where absent)",
    "as_of": "2025-06-30"
  },
  "market_cap_at_close": 15878210964.48,
  "rows": [
    {
      "trade_date": "2025-07-23",
      "close": 124.3,
      "adj_close": 124.3,
      "volume": 897555
    },
    {
      "trade_date": "2025-07-24",
      "close": 120.83,
      "adj_close": 120.83,
      "volume": 1356702
    },
    {
      "trade_date": "2025-07-25",
      "close": 119.64,
      "adj_close": 119.64,
      "volume": 816038
    },
    {
      "trade_date": "2025-07-28",
      "close": 117.4,
      "adj_close": 117.4,
      "volume": 796398
    },
    {
      "trade_date": "2025-07-29",
      "close": 119.68,
      "adj_close": 119.68,
      "volume": 618044
    },
    {
      "trade_date": "2025-07-30",
      "close": 116.6,
      "adj_close": 116.6,
      "volume": 760019
    },
    {
      "trade_date": "2025-07-31",
      "close": 124.03,
      "adj_close": 124.03,
      "volume": 3204614
    },
    {
      "trade_date": "2025-08-01",
      "close": 124.3,
      "adj_close": 124.3,
      "volume": 1558258
    },
    {
      "trade_date": "2025-08-04",
      "close": 125.84,
      "adj_close": 125.84,
      "volume": 1187695
    },
    {
      "trade_date": "2025-08-05",
      "close": 126.83,
      "adj_close": 126.83,
      "volume": 3058156
    },
    {
      "trade_date": "2025-08-06",
      "close": 125.3,
      "adj_close": 125.3,
      "volume": 1232852
    },
    {
      "trade_date": "2025-08-07",
      "close": 125.02,
      "adj_close": 125.02,
      "volume": 1136326
    },
    {
      "trade_date": "2025-08-08",
      "close": 125.33,
      "adj_close": 125.33,
      "volume": 858838
    },
    {
      "trade_date": "2025-08-11",
      "close": 125.22,
      "adj_close": 125.22,
      "volume": 903151
    },
    {
      "trade_date": "2025-08-12",
      "close": 125.94,
      "adj_close": 125.94,
      "volume": 828842
    },
    {
      "trade_date": "2025-08-13",
      "close": 128,
      "adj_close": 128,
      "volume": 833972
    },
    {
      "trade_date": "2025-08-14",
      "close": 127.21,
      "adj_close": 127.21,
      "volume": 859506
    },
    {
      "trade_date": "2025-08-15",
      "close": 127.77,
      "adj_close": 127.77,
      "volume": 638740
    },
    {
      "trade_date": "2025-08-18",
      "close": 125.36,
      "adj_close": 125.36,
      "volume": 847817
    },
    {
      "trade_date": "2025-08-19",
      "close": 126.97,
      "adj_close": 126.97,
      "volume": 706118
    },
    {
      "trade_date": "2025-08-20",
      "close": 127.13,
      "adj_close": 127.13,
      "volume": 569411
    },
    {
      "trade_date": "2025-08-21",
      "close": 126.81,
      "adj_close": 126.81,
      "volume": 606579
    },
    {
      "trade_date": "2025-08-22",
      "close": 127.04,
      "adj_close": 127.04,
      "volume": 1073970
    },
    {
      "trade_date": "2025-08-25",
      "close": 126.16,
      "adj_close": 126.16,
      "volume": 772721
    }
  ],
  "source": "market_data_wide (end-of-day; market-data feed)"
}

# SUI — item_5_02_executive_changes
8-K   (filed 2025-07-23)
~1,902 words | Chunks 1-3 of 3

[SUI | 8-K FY 2025 | Item 5.02 — Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers | Chunk 1/3]

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 will serve as the Company’s Chief Executive Officer beginning on the Start Date. The Company’s Board of Directors also authorized an increase in the size of the Board from nine to ten directors, appointed Mr. Young to serve as a director of the Company until the Company’s 2026 annual meeting, and appointed Mr. Young to serve on the Executive Committee of the Board of Directors, in each case effective upon the Start Date. Mr. Young, age 56, has served as President of Invitation Homes, Inc. (NYSE: INVH) since March 2023. He joined Invitation Homes in November 2017 as its Executive Vice President and Chief Operating Officer, serving in the latter role through February 2025. Previously he served in various executive and other positions with Starwood Waypoint Homes, Waypoint Real Estate Group HoldCo, LLC,
Mesa Development
and Goldman, Sachs & Co. Before starting his career in real estate and investment banking, Mr. Young spent several years as a professional football player in the National Football League and the World Football league. He is a member of the Floor & Decor Holdings Inc. (NYSE: FND) Board of Directors, where he serves on the nominating and corporate governance committee, and a member of the Stanford University Board of Trustees. The term of the Employment Agreement will be for five years beginning on the Start Date and is automatically renewable thereafter for successive one-year terms unless either party timely terminates the agreement. Mr. Young’s annual base salary is $900,000. In addition to his base salary, Mr. Young is eligible to receive an annual cash bonus at a target amount of 200% of his base salary and the earned amount for each year will be determined by the Compensation Committee of the Board, based on individual goals and objectives for Mr. Young, the Company’s performance or other relevant criteria. Notwithstanding the foregoing, Mr. Young’s bonus for 2025 will be not less than his target bonus amount (as prorated for the portion of the year he is employed by the Company). Incentive compensation paid or payable to Mr. Young may be subject to the Company’s Executive Compensation Recovery (Clawback) Policy in accordance with its terms. On the Start Date Mr. Young will receive (i) for 2025, a grant of restricted shares of the Company’s common stock with a target grant date value of $3,550,000, which shares are subject to performance vesting after three years based on the same certain market performance criteria linked to the Company’s relative total shareholder return applicable to the 2025 annual performance-based equity awards previously granted to the Company’s other executive officers; (ii) a retention-based unrestricted stock grant with a target grant date value of $1,000,000, which will be fully vested upon its issuance and will be granted outside the Company’s 2015 Equity Incentive Plan as an inducement to Mr. Young’s employment with the Company in accordance with New York Stock Exchange Listed Company Manual Rule 303A.08; (iii) a retention-based restricted stock grant with a target grant date value of $4,000,000, which will vest ratably over a four-year period; (iv) a retention based cash bonus of $750,000, and (v) relocation benefits having a value of $300,000. The 2025 restricted share award, the retention-based awards and the retention cash bonus described above represent grants intended to partially compensate Mr. Young for the expected forfeiture of his incentive awards issued by his current employer. The Employment Agreement also provides that for 2026 the Company will grant Mr.

[SUI | 8-K FY 2025 | Item 5.02 — Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers | Chunk 2/3]

Young restricted stock with a target grant date value of $6,000,000 (the “2026 Equity Award”), 60% of which will be subject to performance-based vesting and 40% of which will be subject to time-based vesting. If the Company unilaterally rescinds its offer of employment to Mr. Young before the Start Date, other than for a reason that would permit the Company to terminate the Employment Agreement for cause, he will receive the severance payments and continued health coverage benefits described in clauses (i) and (vi) of the following paragraph and $9,900,000 in lieu of the payments and benefits described in the preceding paragraph. If Mr. Young is terminated by the Company without cause or resigns for good reason (each as defined in the Employment Agreement) or if he dies or becomes disabled, subject to execution of a release and compliance with his noncompetition and confidentiality obligations: (i) he will receive payments equal to two times the sum of his then-current base salary and then-current target bonus amount (less, in the case of death or disability, the value of certain previously paid disability benefits); (ii) all equity awards (whether subject to time- or performance-vesting) granted prior to January 1, 2026 will become fully vested at the target award level; (iii) all time-vesting equity awards granted on or after January 1, 2026 will become fully vested at no less than the target award level; (iv) the performance-vesting portion of the 2026 Equity Award will become fully vested; (v) the acceleration, forfeiture or vesting of all other performance-vesting equity awards granted on or after January 1, 2026 will
be governed by the terms of the applicable award agreement, provided that in no case will the applicable achievement level for such performance-based equity awards be less than the target level; and (vi) in the case of a termination by the Company without cause or a resignation by Mr. Young without good reason only, the Company will continue to provide him with group health benefits for up to one year. If there is a change in control (as defined in the Employment Agreement) of the Company and either: (i) the Company or its successor terminate the Employment Agreement without cause within 60 days before or 24 months after the date of the change in control; (ii) Mr. Young terminates his employment for good reason within 60 days before or 24 months after the date of the change in control; or (iii) the form of the change in control transaction is a sale of all or substantially all of the Company’s assets and the Company or its successor does not expressly assume the Employment Agreement, subject to execution of a release and compliance with his noncompetition and confidentiality obligations, then he will receive a change in control payment equal to 2.99 times the sum of his then-current base salary and then-current target bonus amount, his equity awards will be treated as described in clauses (ii) through (v) of the preceding paragraph, and he will be entitled to continued health coverage benefits as described in clause (vi) of the preceding paragraph. The non-competition provisions of the Employment Agreement generally preclude Mr. Young from engaging, directly or indirectly, in the same business as the Company, anywhere in the U.S. or any other country in which the Company operates for a period of up to 24 months following his employment. Mr. Young does not have any family relationships with any of the Company’s directors or executive officers and is not a party to any transactions listed in Item 404(a) of Regulation S-K. Further, no arrangement or understanding exists between Mr. Young or any other person pursuant to which Mr. Young was selected as Chief Executive Officer and a director. The foregoing description of the Employment Agreement does not purport to be complete and is subject to, and qualified in its entirety by, the full text of the Employment Agreement, a copy of which is attached hereto as Exhibit 10.1, and the terms of which are incorporated by reference herein. Retirement of Gary A.

[SUI | 8-K FY 2025 | Item 5.02 — Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers | Chunk 3/3]

Shiffman
Gary A. Shiffman, Chairman of the Board and Chief Executive Officer of the Company, previously announced his retirement as Chief Executive Officer of the Company, which will be effective upon the beginning of Mr. Young’s employment with the Company. Mr. Shiffman’s retirement is not the result of any disagreement with the Company on any matter relating to its operations, policies or practices. The Company’s Board of Directors has determined that Mr. Shiffman will continue following his retirement as Chief Executive Officer to serve as Non-Executive Chairman of the Board until the Company’s 2026 annual meeting.

---
SEC Filing: sec.gov/…↗⧉
Accession: 0000912593-25-000199
Citation: mdck://SUI/0000912593-25-000199/item_5_02_executive_changes#c0

End of section.

**Other sections in this filing:**
- `exhibit_manifest` (Exhibits — manifest (full inventory; extracted vs. link-only)) — ~37 words
- **Exhibit 99.1** — Item 5.02 — Exhibit 99.1 (Press Release), ~1,118 words (`item_5_02_exhibit_99_1`)

_Drill in via `get_filing_section(cik="0000912593", accession_number="0000912593-25-000199", section_id="...")`._

-2.7916331456154455

0.8045052292839904

2.204344328238141

DigestPayload · 2,058 chars

**Source:** 8-K filed 2025-07-23, accession 0000912593-25-000199 (SUN COMMUNITIES INC)

---

## CEO Transition

- **New CEO:** Charles D. Young (formerly President of Invitation Homes, Inc. / NYSE: INVH)
- **Start Date:** October 1, 2025
- **Outgoing CEO:** Gary A. Shiffman — retiring as CEO effective October 1, 2025; remains as Non-Executive Chairman of the Board

---

## Share Price Calculations

| Reference Point | Calendar Date | Trading Day? | Closing Price |
|---|---|---|---|
| Announcement | July 23, 2025 (Wed) | Yes | $124.30 |
| +1 calendar day | July 24, 2025 (Thu) | Yes | $120.83 |
| +14 calendar days | August 6, 2025 (Wed) | Yes | $125.30 |
| +30 calendar days | August 22, 2025 (Fri) | Yes | $127.04 |

All three target dates fell on trading days; no next-open-day adjustment was needed.

**1-Day % Change:** (120.83 − 124.30) / 124.30 × 100 = −3.47 / 124.30 = **−2.79%** → **Negative sentiment** (market sold off immediately on the announcement)

**14-Day % Change:** (125.30 − 124.30) / 124.30 × 100 = 1.00 / 124.30 = **+0.80%** → **Mildly positive sentiment** (price recovered past the announcement-day close within two weeks)

**30-Day % Change:** (127.04 − 124.30) / 124.30 × 100 = 2.74 / 124.30 = **+2.20%** → **Positive sentiment** (continued recovery; market broadly comfortable with the transition over the month)

---

FINAL ANSWER:
- **New CEO:** Charles D. Young
- **Start Date:** October 1, 2025
- **Announcement date (8-K filed):** July 23, 2025; closing price that day = $124.30
- **1-Calendar-Day return** (July 23 → July 24, 2025): ($120.83 − $124.30) / $124.30 × 100 = **−2.79%** → Negative market sentiment (immediate sell-off)
- **14-Calendar-Day return** (July 23 → August 6, 2025): ($125.30 − $124.30) / $124.30 × 100 = **+0.80%** → Mildly positive market sentiment (price recovered above announcement-day close)
- **30-Calendar-Day return** (July 23 → August 22, 2025): ($127.04 − $124.30) / $124.30 × 100 = **+2.20%** → Positive market sentiment (continued recovery; market broadly accepted the leadership change)