Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UMH PROPERTIES, INC.UMH · Entity 4743 | EVP and General Counsel | October 06, 2026 | October 08, 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 October 06, 2026 · Filed October 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| UMH Properties, Inc.SEC Table I · non-derivative | Direct | 134,129.81 |
Reported balance
After 2026-10-06 transaction · row 1
1 source rowRow 1 · 2026-10-06 · Grant · Acquired 8,710 · Balance 134,129.81 F1: Restricted stock granted to named executive officer. The vesting of these restricted shares of stock is subject to the achievement of certain previously established performance milestones. Whether such performance milestones have been achieved will be determined following the filing of the Company's Form 10-K for the year ending December 31, 2028. |
| UMH Properties, Inc. (Preferred D)SEC Table I · non-derivative | Direct | 337.002 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 337.002 |
| 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 2026-10-06 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 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 2026-10-06 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 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 2026-10-06 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 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 2026-10-06 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 50,000 |
| UMH Properties, Inc.SEC Table II · derivative / convertible security · Conversion / exercise price $9.70 · Expires 2030-03-25 | Direct | 30,000 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 30,000 |
| UMH Properties, Inc.SEC Table II · derivative / convertible security · Conversion / exercise price $11.42 · Expires 2029-01-02 | Direct | 20,000 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 20,000 |
| UMH Properties, Inc.SEC Table II · derivative / convertible security · Conversion / exercise price $13.09 · Expires 2028-04-02 | Direct | 20,000 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 20,000 |
| UMH Properties, Inc.SEC Table II · derivative / convertible security · Conversion / exercise price $15.04 · Expires 2027-04-04 | Direct | 20,000 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 20,000 |
| 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 2026-10-06 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 50,000 |
| UMH Properties, Inc.SEC Table II · derivative / convertible security · Conversion / exercise price $15.58 · Expires 2036-09-16 | Direct | 50,000 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 50,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock granted to named executive officer. The vesting of these restricted shares of stock is subject to the achievement of certain previously established performance milestones. Whether such performance milestones have been achieved will be determined following the filing of the Company's Form 10-K for the year ending December 31, 2028.
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 |
|---|---|---|---|---|---|---|
| December 07, 2016 Filed Dec 9, 2016 15:19 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | Exercise / conversionUMH Properties, Inc. · Derivative | 7,500 | $0.00 Strike: $9.82 | $0.00 |
DisclosureSEC source: 0001140361-16-089172 · doc1.xml · derivative · entry 4 Koster Craig · CIK 0001640954 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: UMH Properties, Inc. · 20,000 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 |
| December 07, 2016 Filed Dec 9, 2016 15:19 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | Exercise / conversionUMH Properties, Inc. | 7,500 | $9.82 | $73,650.00 |
DisclosureSEC source: 0001140361-16-089172 · doc1.xml · nonDerivative · entry 1 Koster Craig · CIK 0001640954 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,896.789 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 option. 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.