Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MONMOUTH REAL ESTATE INVESTMENT CORPMNR · Entity 129987 | Director | June 15, 2017 | June 16, 2017 |
| UMH PROPERTIES, INC.UMH · Entity 4743 | Director · Special Advisor | September 15, 2026 | September 29, 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.
MONMOUTH REAL ESTATE INVESTMENT CORP
Report date June 15, 2017 · Filed June 16, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Monmouth Real Estate Investment CorporationSEC Table I · non-derivative | Direct | 363,213.2938 |
Reported balance
Holding disclosure · report date 2017-06-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 363,213.2938 F1: Includes 35.4310 shares acquired through dividend reinvestment on 6/15/2017 and 30,334 shares held in 401K as of 3/2017. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 35.4310 shares acquired through dividend reinvestment on 6/15/2017 and 30,334 shares held in 401K as of 3/2017.
UMH PROPERTIES, INC.
Report date September 15, 2026 · Filed September 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| UMH Properties, Inc.SEC Table I · non-derivative | Direct | 1,066,789.74 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,066,789.74 F1: Includes 865.13 shares acquired through dividend reinvestment on 9/15/26. |
| UMH Properties, Inc.SEC Table II · derivative / convertible security · Conversion / exercise price $15.66 · Expires 2034-03-26 | Direct | 50,000 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 50,000 |
| UMH Properties, Inc.SEC Table II · derivative / convertible security · Conversion / exercise price $14.36 · Expires 2033-03-21 | Direct | 75,000 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 75,000 |
| UMH Properties, Inc.SEC Table II · derivative / convertible security · Conversion / exercise price $23.81 · Expires 2032-03-28 | Direct | 39,000 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 39,000 |
| UMH Properties, Inc.SEC Table II · derivative / convertible security · Conversion / exercise price $22.57 · Expires 2031-07-14 | Direct | 50,000 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 50,000 |
| UMH Properties, Inc.SEC Table II · derivative / convertible security · Conversion / exercise price $9.70 · Expires 2030-03-25 | Direct | 20,000 |
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 20,000 |
| UMH Properties, Inc.SEC Table II · derivative / convertible security · Conversion / exercise price $13.90 · Expires 2029-04-02 | Direct | 50,000 |
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 50,000 |
| UMH Properties, Inc.SEC Table II · derivative / convertible security · Conversion / exercise price $15.04 · Expires 2027-04-04 | Direct | 50,000 |
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 50,000 |
| UMH Properties, Inc.SEC Table II · derivative / convertible security · Conversion / exercise price $14.25 · Expires 2027-01-19 | Direct | 10,000 |
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 10,000 |
| UMH Properties, Inc.SEC Table II · derivative / convertible security · Conversion / exercise price $16.86 · Expires 2035-06-16 | Direct | 50,000 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 50,000 |
| UMH Properties, Inc.SEC Table II · derivative / convertible security · Conversion / exercise price $15.58 · Expires 2036-09-16 | Direct | 20,833 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 20,833 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 865.13 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 |
|---|---|---|---|---|---|---|
| April 02, 2019 Filed Apr 3, 2019 17:18 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 100 | $13.90 | $1,390.00 |
DisclosureSEC source: 0001567619-19-008276 · doc1.xml · nonDerivative · entry 2 CHEW ANNA T · CIK 0001232929 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,107.7827 F1 · shares: Stock award for Directors. Read SEC document |
| April 02, 2019 Filed Apr 3, 2019 17:18 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 52,000 | $13.90 | $722,800.00 |
DisclosureSEC source: 0001567619-19-008276 · doc1.xml · nonDerivative · entry 1 CHEW ANNA T · CIK 0001232929 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452,107.7827 F2 · shares: Restricted Stock Issuance: Vesting Schedule 20% each year over a five year period commencing on 4/02/2020. Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 18:26 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 100 | $12.42 | $1,242.00 |
DisclosureSEC source: 0001567619-19-001287 · doc1.xml · nonDerivative · entry 1 CHEW ANNA T · CIK 0001232929 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 399,296.2896 F1 · shares: Stock award for Directors. Read SEC document |
| September 27, 2018 Filed Oct 1, 2018 19:06 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 100 | $15.49 | $1,549.00 |
DisclosureSEC source: 0001567619-18-003342 · doc1.xml · nonDerivative · entry 1 CHEW ANNA T · CIK 0001232929 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,549.6651 F1 · shares: Stock award for Directors. Read SEC document |
| August 13, 2018 Filed Aug 15, 2018 15:10 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | Exercise / conversionUMH Properties, Inc. · Derivative | 10,000 | $0.00 Strike: $9.82 | $0.00 |
DisclosureSEC source: 0001567619-18-001161 · doc1.xml · derivative · entry 5 CHEW ANNA T · CIK 0001232929 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: UMH Properties, Inc. · 30,000 shares Expires 2023-06-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 13, 2018 Filed Aug 15, 2018 15:10 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | Exercise / conversionUMH Properties, Inc. | 10,000 | $9.82 | $98,200.00 |
DisclosureSEC source: 0001567619-18-001161 · doc1.xml · nonDerivative · entry 1 CHEW ANNA T · CIK 0001232929 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 395,729.5771 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Exercise of stock options. Read SEC document |
| June 26, 2018 Filed Jun 28, 2018 16:13 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | Exercise / conversionUMH Properties, Inc. · Derivative | 10,000 | $0.00 Strike: $9.82 | $0.00 |
DisclosureSEC source: 0001140361-18-030342 · doc1.xml · derivative · entry 5 CHEW ANNA T · CIK 0001232929 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: UMH Properties, Inc. · 40,000 shares Expires 2023-06-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 26, 2018 Filed Jun 28, 2018 16:13 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | Exercise / conversionUMH Properties, Inc. | 10,000 | $9.82 | $98,200.00 |
DisclosureSEC source: 0001140361-18-030342 · doc1.xml · nonDerivative · entry 1 CHEW ANNA T · CIK 0001232929 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385,729.5771 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Exercise of stock options. Read SEC document |
| June 21, 2018 Filed Jun 25, 2018 18:29 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 100 | $14.69 | $1,469.00 |
DisclosureSEC source: 0001140361-18-029743 · doc1.xml · nonDerivative · entry 1 CHEW ANNA T · CIK 0001232929 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375,729.5771 F1 · shares: Stock award for Directors. Read SEC document |
| May 11, 2018 Filed May 14, 2018 18:22 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | Exercise / conversionUMH Properties, Inc. · Derivative | 10,000 | $0.00 Strike: $9.85 | $0.00 |
DisclosureSEC source: 0001140361-18-023256 · doc1.xml · derivative · entry 7 CHEW ANNA T · CIK 0001232929 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UMH Properties, Inc. · 10,000 shares Expires 2022-06-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 11, 2018 Filed May 14, 2018 18:22 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | Exercise / conversionUMH Properties, Inc. · Derivative | 10,000 | $0.00 Strike: $9.82 | $0.00 |
DisclosureSEC source: 0001140361-18-023256 · doc1.xml · derivative · entry 6 CHEW ANNA T · CIK 0001232929 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: UMH Properties, Inc. · 50,000 shares Expires 2023-06-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 11, 2018 Filed May 14, 2018 18:22 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | Exercise / conversionUMH Properties, Inc. | 10,000 | $9.85 | $98,500.00 |
DisclosureSEC source: 0001140361-18-023256 · doc1.xml · nonDerivative · entry 2 CHEW ANNA T · CIK 0001232929 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364,515.3321 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Exercise of stock options. Read SEC document |
| May 11, 2018 Filed May 14, 2018 18:22 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | Exercise / conversionUMH Properties, Inc. | 10,000 | $9.82 | $98,200.00 |
DisclosureSEC source: 0001140361-18-023256 · doc1.xml · nonDerivative · entry 1 CHEW ANNA T · CIK 0001232929 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 374,515.3321 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Exercise of stock options. Read SEC document |
| April 13, 2018 Filed Apr 16, 2018 14:37 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | Exercise / conversionUMH Properties, Inc. · Derivative | 10,000 | $0.00 Strike: $9.85 | $0.00 |
DisclosureSEC source: 0001140361-18-018614 · doc1.xml · derivative · entry 6 CHEW ANNA T · CIK 0001232929 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: UMH Properties, Inc. · 20,000 shares Expires 2022-06-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 13, 2018 Filed Apr 16, 2018 14:37 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | Exercise / conversionUMH Properties, Inc. | 10,000 | $9.85 | $98,500.00 |
DisclosureSEC source: 0001140361-18-018614 · doc1.xml · nonDerivative · entry 1 CHEW ANNA T · CIK 0001232929 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354,515.3321 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Exercise of stock options. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 16:59 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. · Derivative | 50,000 | $13.09 Strike: $13.09 | $654,500.00 |
DisclosureSEC source: 0001140361-18-016970 · doc1.xml · derivative · entry 2 CHEW ANNA T · CIK 0001232929 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: UMH Properties, Inc. · 50,000 shares Expires 2028-04-02 F2 · shares: Issuance of Stock Options. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 16:59 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-016970 · doc1.xml · nonDerivative · entry 1 CHEW ANNA T · CIK 0001232929 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344,515.3321 F1 · shares: Restricted Stock Issuance: Vesting Schedule: 20% each year upon the first anniversary of Grant Date. Read SEC document |
| March 26, 2018 Filed Mar 27, 2018 17:18 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-015147 · doc1.xml · nonDerivative · entry 1 CHEW ANNA T · CIK 0001232929 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 324,515.3321 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 18:51 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-003515 · doc1.xml · nonDerivative · entry 1 CHEW ANNA T · CIK 0001232929 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 322,455.4268 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 16:44 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-036720 · doc1.xml · nonDerivative · entry 2 CHEW ANNA T · CIK 0001232929 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 319,874.697 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 16:44 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-036720 · doc1.xml · nonDerivative · entry 1 CHEW ANNA T · CIK 0001232929 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320,874.697 F2 · shares: Restricted Stock Issuance: Vesting Schedule 20% each year over a five year period commencing on 9/14/2018. Read SEC document |
| April 12, 2017 Filed Apr 12, 2017 18:41 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | Exercise / conversionUMH Properties, Inc. · Derivative | 50,000 | $0.00 Strike: $9.77 | $0.00 |
DisclosureSEC source: 0001140361-17-015650 · doc1.xml · derivative · entry 4 CHEW ANNA T · CIK 0001232929 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: UMH Properties, Inc. · 50,000 shares Expires 2024-04-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 12, 2017 Filed Apr 12, 2017 18:41 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | Exercise / conversionUMH Properties, Inc. | 50,000 | $9.77 | $488,500.00 |
DisclosureSEC source: 0001140361-17-015650 · doc1.xml · nonDerivative · entry 1 CHEW ANNA T · CIK 0001232929 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,206.4876 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Exercise of stock options. Read SEC document |
| April 04, 2017 Filed Apr 6, 2017 15:41 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. · Derivative | 50,000 | $15.04 Strike: $15.04 | $752,000.00 |
DisclosureSEC source: 0001140361-17-015091 · doc1.xml · derivative · entry 2 CHEW ANNA T · CIK 0001232929 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: UMH Properties, Inc. · 50,000 shares Expires 2027-04-04 F2 · shares: Issuance of Stock Options. Read SEC document |
| April 04, 2017 Filed Apr 6, 2017 15:41 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-015091 · doc1.xml · nonDerivative · entry 1 CHEW ANNA T · CIK 0001232929 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,206.4876 F1 · shares: Restricted Stock Issuance: Vesting Schedule: 20% each year upon the first anniversary of Grant Date. Read SEC document |
| January 19, 2017 Filed Feb 2, 2017 18:48 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. · Derivative | 10,000 | $14.25 Strike: $14.25 | $142,500.00 |
DisclosureSEC source: 0001140361-17-004127 · doc1.xml · derivative · entry 2 CHEW ANNA T · CIK 0001232929 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: UMH Properties, Inc. · 10,000 shares Expires 2027-01-19 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.