Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UMH PROPERTIES, INC.UMH · Entity 4743 | Director | April 02, 2019 | April 03, 2019 |
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.
UMH PROPERTIES, INC.
Report date April 02, 2019 · Filed April 03, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| UMH Properties, Inc.SEC Table I · non-derivative | Direct | 46,647.9674 |
Reported balance
After 2019-04-02 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2019-04-02 · Grant · Acquired 100 · Balance 46,647.9674 F1: Stock award for Directors. |
| UMH Properties, Inc.SEC Table I · non-derivative | Direct | 232,727.6838 |
Reported balance
Holding disclosure · report date 2019-04-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 232,727.6838 |
| UMH Properties, Inc.SEC Table I · non-derivative | Direct | 1,400 |
Reported balance
Holding disclosure · report date 2019-04-02 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,400 |
| UMH Properties, Inc.SEC Table I · non-derivative | Direct | 7,000 |
Reported balance
Holding disclosure · report date 2019-04-02 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 7,000 |
| UMH Properties, Inc. (Preferred B)SEC Table I · non-derivative | Direct | 8,000 |
Reported balance
Holding disclosure · report date 2019-04-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 8,000 |
| UMH Properties, Inc. (Preferred C)SEC Table I · non-derivative | Direct | 3,000 |
Reported balance
Holding disclosure · report date 2019-04-02 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 3,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Stock award for Directors.
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 |
|---|---|---|---|---|---|---|
| April 02, 2019 Filed Apr 3, 2019 17:25 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 100 | $13.90 | $1,390.00 |
DisclosureSEC source: 0001567619-19-008277 · doc1.xml · nonDerivative · entry 1 MITCHELL JAMES E · CIK 0001232897 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,647.9674 F1 · shares: Stock award for Directors. Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 21:22 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | PurchaseUMH Properties, Inc. | 15,384.616 | $13.00 | $200,000.01 |
DisclosureSEC source: 0001567619-19-007116 · doc1.xml · nonDerivative · entry 1 MITCHELL JAMES E · CIK 0001232897 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,727.6838 F1 · balance_after: Includes 15,384.616 shares purchased through the Dividend Reinvestment and Stock Purchase Plan on 3/15/2019, and 960.7577 shares acquired through dividend reinvestment on 3/15/2019. Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 17:28 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 100 | $12.42 | $1,242.00 |
DisclosureSEC source: 0001567619-19-001274 · doc1.xml · nonDerivative · entry 1 MITCHELL JAMES E · CIK 0001232897 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,349.3197 F1 · shares: Stock award for Directors. Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 20:31 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | PurchaseUMH Properties, Inc. | 16,161.6161 | $12.38 | $200,000.00 |
DisclosureSEC source: 0001567619-18-006538 · doc1.xml · nonDerivative · entry 2 MITCHELL JAMES E · CIK 0001232897 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,377.4954 F1 · balance_after: Includes 16,161.6161 shares purchased through the Dividend Reinvestment and Stock Purchase Plan on 11/15/2018. Read SEC document |
| September 27, 2018 Filed Oct 1, 2018 18:28 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 100 | $15.49 | $1,549.00 |
DisclosureSEC source: 0001567619-18-003336 · doc1.xml · nonDerivative · entry 1 MITCHELL JAMES E · CIK 0001232897 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,043.0103 F1 · shares: Stock award for Directors. Read SEC document |
| June 29, 2018 Filed Jul 5, 2018 15:04 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | PurchaseUMH Properties, Inc. | 400 | $15.31 | $6,124.00 |
DisclosureSEC source: 0001140361-18-031492 · doc1.xml · nonDerivative · entry 1 MITCHELL JAMES E · CIK 0001232897 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,777.7083 Read SEC document |
| June 21, 2018 Filed Jun 25, 2018 15:04 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 100 | $14.69 | $1,469.00 |
DisclosureSEC source: 0001140361-18-029713 · doc1.xml · nonDerivative · entry 1 MITCHELL JAMES E · CIK 0001232897 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,377.7083 F1 · shares: Stock award for Directors. Read SEC document |
| March 26, 2018 Filed Mar 27, 2018 17:07 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-015144 · doc1.xml · nonDerivative · entry 1 MITCHELL JAMES E · CIK 0001232897 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,105.634 F1 · shares: Restricted Stock Award for Directors: with full vesting in 3 months on 6/26/2018. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 17:34 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | PurchaseUMH Properties, Inc. | 20,408.163 | $12.25 | $250,000.00 |
DisclosureSEC source: 0001140361-18-013980 · doc1.xml · nonDerivative · entry 2 MITCHELL JAMES E · CIK 0001232897 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,947.3373 F2 · balance_after: Includes 20,408.163 shares purchased through the Dividend Reinvestment and Stock Purchase Plan on 3/15/2018, and 442.3233 shares acquired through dividend reinvestment on 3/15/2018. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 21:48 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-003579 · doc1.xml · nonDerivative · entry 1 MITCHELL JAMES E · CIK 0001232897 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,811.5434 F1 · shares: Restricted Stock Award for Directors: with full vesting in 3 months on 4/25/2018. Read SEC document |
| November 15, 2017 Filed Nov 16, 2017 18:39 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | PurchaseUMH Properties, Inc. | 8,347.8261 | $14.38 | $120,000.00 |
DisclosureSEC source: 0001140361-17-043078 · doc1.xml · nonDerivative · entry 1 MITCHELL JAMES E · CIK 0001232897 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,689.0725 F1 · balance_after: Includes 8,347.8261 shares purchased through the Dividend Reinvestment and Stock Purchase Plan on 11/15/2017. Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 16:36 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-036714 · doc1.xml · nonDerivative · entry 2 MITCHELL JAMES E · CIK 0001232897 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,241.2464 F1 · shares: Restricted Stock Issuance: Vesting Schedule 20% each year over a five year period commencing on 9/14/2018. Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 16:36 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-036714 · doc1.xml · nonDerivative · entry 1 MITCHELL JAMES E · CIK 0001232897 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,341.2464 F2 · shares: Restricted Stock Award for Directors: with full vesting in 3 months on 12/27/2017. Read SEC document |
| July 21, 2017 Filed Jul 21, 2017 16:52 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | PurchaseUMH Properties, Inc. (Preferred C) | 3,000 | $25.00 | $75,000.00 |
DisclosureSEC source: 0001140361-17-028367 · doc1.xml · nonDerivative · entry 1 MITCHELL JAMES E · CIK 0001232897 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 F1 · shares: Purchase of 3,000 shares of UMH 6.75% Series C Cumulative Redeemable Preferred Stock. Read SEC document |
| October 17, 2016 Filed Oct 18, 2016 16:14 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | PurchaseUMH Properties, Inc. | 26,966.292 | $11.13 | $300,000.00 |
DisclosureSEC source: 0001140361-16-082936 · doc1.xml · nonDerivative · entry 1 MITCHELL JAMES E · CIK 0001232897 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,269.6313 F1 · balance_after: Includes 26,966.292 shares purchased through the Dividend Reinvestment and Stock Purchase Plan on 10/17/2016. 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.