Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MONMOUTH REAL ESTATE INVESTMENT CORPMNR · Entity 129987 | Director | June 18, 2020 | June 19, 2020 |
| UMH PROPERTIES, INC.UMH · Entity 4743 | Director | April 13, 2022 | April 13, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
MONMOUTH REAL ESTATE INVESTMENT CORP
Report date June 18, 2020 · Filed June 19, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Monmouth Real Estate Investment CorporationSEC Table I · non-derivative | Direct | 55,130.027 |
Reported balance
After 2020-06-18 transaction · row 1
1 source rowRow 1 · 2020-06-18 · Grant · Acquired 82 · Balance 55,130.027 F1: Stock Award for Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock Award for Directors.
UMH PROPERTIES, INC.
Report date April 13, 2022 · Filed April 13, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| UMH Properties, Inc.SEC Table I · non-derivative | Direct | 14,820.2 |
Reported balance
After 2022-04-13 transaction · row 1
1 source rowRow 1 · 2022-04-13 · Sale · Disposed 1,000 · Balance 14,820.2 F1: Sale of shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Sale of shares.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 20, 2017 Filed Mar 21, 2017 16:20 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | PurchaseUMH Properties, Inc. | 300 | $14.20 | $4,260.00 |
DisclosureSEC source: 0001140361-17-012795 · doc1.xml · nonDerivative · entry 2 WOLGIN STEVEN B · CIK 0001252977 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Spouse Disclosed balance after: 300 F2 · balance_after: Purchase of 300 shares on 3/20/2017. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 17:00 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | PurchaseUMH Properties, Inc. | 3,738.3178 | $13.38 | $50,000.00 |
DisclosureSEC source: 0001140361-17-012252 · doc1.xml · nonDerivative · entry 1 WOLGIN STEVEN B · CIK 0001252977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,026.8778 F1 · balance_after: Purchase of 3,738.3178 shares through the Dividend Reinvestment and Stock Purchase Plan on 3/15/2017. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 10:34 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | PurchaseMonmouth Real Estate Investment Corporation | 3,767.8975 | $13.27 | $50,000.00 |
DisclosureSEC source: 0001140361-17-012479 · doc1.xml · nonDerivative · entry 1 WOLGIN STEVEN B · CIK 0001252977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,945.6775 F1 · balance_after: Includes 3,767.8975 shares purchased through the Dividend Reinvestment and Stock Purchase Plan on 3/15/2017. Read SEC document |
| March 10, 2017 Filed Mar 10, 2017 15:39 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | PurchaseMonmouth Real Estate Investment Corporation (Pref Series C) | 2,500 | $24.11 | $60,275.00 |
DisclosureSEC source: 0001140361-17-011605 · doc1.xml · nonDerivative · entry 1 WOLGIN STEVEN B · CIK 0001252977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,000 Read SEC document |
| March 09, 2017 Filed Mar 10, 2017 15:39 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | PurchaseMonmouth Real Estate Investment Corporation (Pref Series C) | 2,000 | $24.50 | $49,000.00 |
DisclosureSEC source: 0001140361-17-011605 · doc1.xml · nonDerivative · entry 2 WOLGIN STEVEN B · CIK 0001252977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,500 Read SEC document |
| September 13, 2016 Filed Sep 13, 2016 11:36 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | PurchaseMonmouth Real Estate Investment Corporation (Pref Series C) | 8,500 | $25.00 | $212,500.00 |
DisclosureSEC source: 0001140361-16-079636 · doc1.xml · nonDerivative · entry 1 WOLGIN STEVEN B · CIK 0001252977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,500 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.