Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UMH PROPERTIES, INC.UMH · Entity 4743 | Director | September 15, 2026 | September 30, 2026 |
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 September 15, 2026 · Filed September 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| UMH Properties, Inc.SEC Table I · non-derivative | Direct | 37,674.78 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 37,674.78 F1: Includes 538.82 shares acquired through dividend reinvestment on 9/15/26. |
| UMH Properties, Inc.SEC Table I · non-derivative | IndirectHeld by Spouse | 500 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 500 |
| UMH Properties, Inc.SEC Table I · non-derivative | IndirectCustodial account for Son, Daniel | 763.72 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 763.72 F2: Includes 11.39 shares acquired through dividend reinvestment on 9/15/26. |
| UMH Properties, Inc.SEC Table I · non-derivative | IndirectCustodial account for Son, Ethan | 648.14 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 648.14 F3: Includes 8.03 shares acquired through dividend reinvestment on 9/15/26. |
| UMH Properties, Inc. (Preferred D)SEC Table I · non-derivative | Direct | 500 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 500 |
| UMH Properties, Inc.SEC Table II · derivative / convertible security · Conversion / exercise price $15.80 · Expires 2034-01-10 | Direct | 11,000 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 11,000 |
| UMH Properties, Inc.SEC Table II · derivative / convertible security · Conversion / exercise price $14.36 · Expires 2033-03-21 | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 10,000 |
| UMH Properties, Inc.SEC Table II · derivative / convertible security · Conversion / exercise price $16.86 · Expires 2035-06-16 | Direct | 12,000 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 12,000 |
| UMH Properties, Inc.SEC Table II · derivative / convertible security · Conversion / exercise price $16.15 · Expires 2036-01-21 | Direct | 12,000 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 12,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 538.82 shares acquired through dividend reinvestment on 9/15/26.
F2: Includes 11.39 shares acquired through dividend reinvestment on 9/15/26.
F3: Includes 8.03 shares acquired through dividend reinvestment on 9/15/26.
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 |
|---|---|---|---|---|---|---|
| January 15, 2019 Filed Jan 17, 2019 18:19 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 100 | $12.42 | $1,242.00 |
DisclosureSEC source: 0001567619-19-001286 · doc1.xml · nonDerivative · entry 1 Carus Jeffrey A · CIK 0001517513 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,101.3787 F1 · shares: Stock award for Directors. Read SEC document |
| November 27, 2018 Filed Nov 28, 2018 18:26 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | PurchaseUMH Properties, Inc. | 300 | $12.85 | $3,854.97 |
DisclosureSEC source: 0001567619-18-007023 · doc1.xml · nonDerivative · entry 1 Carus Jeffrey A · CIK 0001517513 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,918.7428 F1 · shares: Purchase of shares. Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 20:13 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | PurchaseUMH Properties, Inc. | 40.404 | $12.38 | $500.00 |
DisclosureSEC source: 0001567619-18-006529 · doc1.xml · nonDerivative · entry 3 Carus Jeffrey A · CIK 0001517513 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Custodial account for Son, Ethan Disclosed balance after: 176.2097 F2 · balance_after: Includes 40.404 shares purchased through the Dividend Reinvestment and Stock Purchase Plan on 11/15/2018. Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 20:13 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | PurchaseUMH Properties, Inc. | 40.404 | $12.38 | $500.00 |
DisclosureSEC source: 0001567619-18-006529 · doc1.xml · nonDerivative · entry 2 Carus Jeffrey A · CIK 0001517513 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Custodial account for Son, Daniel Disclosed balance after: 176.2097 F1 · balance_after: Includes 40.404 shares purchased through the Dividend Reinvestment and Stock Purchase Plan on 11/15/2018. Read SEC document |
| September 27, 2018 Filed Oct 1, 2018 18:23 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 100 | $15.49 | $1,549.00 |
DisclosureSEC source: 0001567619-18-003335 · doc1.xml · nonDerivative · entry 1 Carus Jeffrey A · CIK 0001517513 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,618.7428 F1 · shares: Stock award for Directors. Read SEC document |
| June 21, 2018 Filed Jun 25, 2018 14:57 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 100 | $14.69 | $1,469.00 |
DisclosureSEC source: 0001140361-18-029712 · doc1.xml · nonDerivative · entry 1 Carus Jeffrey A · CIK 0001517513 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,453.2435 F1 · shares: Stock award for Directors. Read SEC document |
| March 26, 2018 Filed Mar 27, 2018 17:00 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-015141 · doc1.xml · nonDerivative · entry 1 Carus Jeffrey A · CIK 0001517513 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,285.8205 F1 · shares: Restricted Stock Award for Directors: with full vesting in 3 months on 6/26/2018. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 18:40 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-003511 · doc1.xml · nonDerivative · entry 1 Carus Jeffrey A · CIK 0001517513 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,110.6515 F1 · shares: Restricted Stock Award for Directors: with full vesting in 3 months on 4/25/2018. Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 17:25 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-036727 · doc1.xml · nonDerivative · entry 2 Carus Jeffrey A · CIK 0001517513 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,948.0852 F1 · shares: Restricted Stock Award for Directors: with full vesting in 3 months on 12/27/2017. Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 17:25 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-036727 · doc1.xml · nonDerivative · entry 1 Carus Jeffrey A · CIK 0001517513 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,948.0852 F2 · shares: Restricted Stock Issuance: Vesting Schedule 20% each year over a five year period commencing on 9/14/2018. 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.