Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MONMOUTH REAL ESTATE INVESTMENT CORPMNR · Entity 129987 | Director | February 25, 2022 | February 25, 2022 |
| UMH PROPERTIES, INC.UMH · Entity 4743 | Director · President and CEO | 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.
MONMOUTH REAL ESTATE INVESTMENT CORP
Report date February 25, 2022 · Filed February 25, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-02-25 transaction · row 1
1 source rowRow 1 · 2022-02-25 · Disposition to issuer · Disposed 247,788.7997 · Balance 0 F1: On February 25, 2022, pursuant to the Agreement and Plan of Merger, dated as of November 5, 2021 and as amended on February 7, 2022 (the "Merger Agreement"), by and among Monmouth Real Estate Investment Corporation ("Monmouth"), Industrial Logistics Properties Trust ("ILPT"), and Maple Delaware Merger Sub LLC ("Merger Sub"), Monmouth merged with and into Merger Sub (the "Merger"), with Merger Sub surviving as a wholly owned subsidiary of ILPT. F2: At the effective time of the Merger (the "Effective Time"), each share of common stock, par value $0.01 per share, of Monmouth that was issued and outstanding immediately prior to the Effective Time (other than shares owned by Monmouth, ILPT or Merger Sub) was automatically converted into the right to receive $21.00 per share in cash (the "Common Stock Consideration"), without interest and subject to applicable withholding tax. F3: At the Effective Time, each Monmouth restricted stock award outstanding immediately prior to the Effective Time, whether vested or unvested, became fully vested and was converted into the right to receive the Common Stock Consideration. |
| Common StockSEC Table I · non-derivative | IndirectHeld By Spouse | 0 |
Reported balance
After 2022-02-25 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-02-25 · Disposition to issuer · Disposed 25,566.808 · Balance 0 F1: On February 25, 2022, pursuant to the Agreement and Plan of Merger, dated as of November 5, 2021 and as amended on February 7, 2022 (the "Merger Agreement"), by and among Monmouth Real Estate Investment Corporation ("Monmouth"), Industrial Logistics Properties Trust ("ILPT"), and Maple Delaware Merger Sub LLC ("Merger Sub"), Monmouth merged with and into Merger Sub (the "Merger"), with Merger Sub surviving as a wholly owned subsidiary of ILPT. F2: At the effective time of the Merger (the "Effective Time"), each share of common stock, par value $0.01 per share, of Monmouth that was issued and outstanding immediately prior to the Effective Time (other than shares owned by Monmouth, ILPT or Merger Sub) was automatically converted into the right to receive $21.00 per share in cash (the "Common Stock Consideration"), without interest and subject to applicable withholding tax. |
| Common StockSEC Table I · non-derivative | IndirectSam Landy Family Ltd Partnership | 0 |
Reported balance
After 2022-02-25 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2022-02-25 · Disposition to issuer · Disposed 22,379 · Balance 0 F1: On February 25, 2022, pursuant to the Agreement and Plan of Merger, dated as of November 5, 2021 and as amended on February 7, 2022 (the "Merger Agreement"), by and among Monmouth Real Estate Investment Corporation ("Monmouth"), Industrial Logistics Properties Trust ("ILPT"), and Maple Delaware Merger Sub LLC ("Merger Sub"), Monmouth merged with and into Merger Sub (the "Merger"), with Merger Sub surviving as a wholly owned subsidiary of ILPT. F2: At the effective time of the Merger (the "Effective Time"), each share of common stock, par value $0.01 per share, of Monmouth that was issued and outstanding immediately prior to the Effective Time (other than shares owned by Monmouth, ILPT or Merger Sub) was automatically converted into the right to receive $21.00 per share in cash (the "Common Stock Consideration"), without interest and subject to applicable withholding tax. |
| Common StockSEC Table I · non-derivative | IndirectCo-Manager of EWL Grandchildren Fund LLC | 0 |
Reported balance
After 2022-02-25 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2022-02-25 · Disposition to issuer · Disposed 53,000 · Balance 0 F1: On February 25, 2022, pursuant to the Agreement and Plan of Merger, dated as of November 5, 2021 and as amended on February 7, 2022 (the "Merger Agreement"), by and among Monmouth Real Estate Investment Corporation ("Monmouth"), Industrial Logistics Properties Trust ("ILPT"), and Maple Delaware Merger Sub LLC ("Merger Sub"), Monmouth merged with and into Merger Sub (the "Merger"), with Merger Sub surviving as a wholly owned subsidiary of ILPT. F2: At the effective time of the Merger (the "Effective Time"), each share of common stock, par value $0.01 per share, of Monmouth that was issued and outstanding immediately prior to the Effective Time (other than shares owned by Monmouth, ILPT or Merger Sub) was automatically converted into the right to receive $21.00 per share in cash (the "Common Stock Consideration"), without interest and subject to applicable withholding tax. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 25, 2022, pursuant to the Agreement and Plan of Merger, dated as of November 5, 2021 and as amended on February 7, 2022 (the "Merger Agreement"), by and among Monmouth Real Estate Investment Corporation ("Monmouth"), Industrial Logistics Properties Trust ("ILPT"), and Maple Delaware Merger Sub LLC ("Merger Sub"), Monmouth merged with and into Merger Sub (the "Merger"), with Merger Sub surviving as a wholly owned subsidiary of ILPT.
F2: At the effective time of the Merger (the "Effective Time"), each share of common stock, par value $0.01 per share, of Monmouth that was issued and outstanding immediately prior to the Effective Time (other than shares owned by Monmouth, ILPT or Merger Sub) was automatically converted into the right to receive $21.00 per share in cash (the "Common Stock Consideration"), without interest and subject to applicable withholding tax.
F3: At the Effective Time, each Monmouth restricted stock award outstanding immediately prior to the Effective Time, whether vested or unvested, became fully vested and was converted into the right to receive the Common Stock Consideration.
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 | 1,074,835.96 |
Reported balance
After 2026-10-06 transaction · row 1
1 source rowRow 1 · 2026-10-06 · Grant · Acquired 71,463 · Balance 1,074,835.96 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.SEC Table I · non-derivative | IndirectHeld by Spouse | 12,220.24 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12,220.24 |
| UMH Properties, Inc.SEC Table I · non-derivative | IndirectHeld with Spouse | 41,426 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 41,426 |
| UMH Properties, Inc.SEC Table I · non-derivative | IndirectThe Landy 2022 Family Trust | 53,194.49 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 53,194.49 |
| UMH Properties, Inc.SEC Table I · non-derivative | IndirectCo-Manager of EWL Grandchildren Fund LLC | 48,000 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 48,000 |
| UMH Properties, Inc.SEC Table II · derivative / convertible security · Conversion / exercise price $14.36 · Expires 2033-03-21 | Direct | 29,500 |
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 29,500 |
| UMH Properties, Inc.SEC Table II · derivative / convertible security · Conversion / exercise price $13.09 · Expires 2028-04-02 | Direct | 50,000 |
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 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 2026-10-06 · 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 | 50,000 |
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 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 |
|---|---|---|---|---|---|---|
| November 15, 2022 Filed Nov 16, 2022 20:05 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | PurchaseUMH Properties, Inc. | 59.26 | $16.88 | $1,000.01 |
DisclosureSEC source: 0001567619-22-020439 · doc1.xml · nonDerivative · entry 2 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Spouse Disclosed balance after: 10,280.26 F2 · shares: Purchase of shares through the Dividend Reinvestment and Stock Purchase Plan on 11/15/2022. Read SEC document |
| November 15, 2022 Filed Nov 16, 2022 20:05 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | PurchaseUMH Properties, Inc. | 59.26 | $16.88 | $1,000.01 |
DisclosureSEC source: 0001567619-22-020439 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 793,314.45 F1 · shares: Purchase of shares through the Dividend Reinvestment and Stock Purchase Plan on 11/15/2022. Read SEC document |
| October 17, 2022 Filed Oct 18, 2022 18:02 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | PurchaseUMH Properties, Inc. | 64 | $15.63 | $1,000.00 |
DisclosureSEC source: 0001567619-22-018559 · doc1.xml · nonDerivative · entry 2 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Spouse Disclosed balance after: 10,221 F2 · shares: Purchase of shares through the Dividend Reinvestment and Stock Purchase Plan on 10/17/2022. Read SEC document |
| October 17, 2022 Filed Oct 18, 2022 18:02 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | PurchaseUMH Properties, Inc. | 64 | $15.63 | $1,000.00 |
DisclosureSEC source: 0001567619-22-018559 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 793,255.19 F1 · shares: Purchase of shares through the Dividend Reinvestment and Stock Purchase Plan on 10/17/2022. Read SEC document |
| August 24, 2022 Filed Aug 24, 2022 15:51 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GiftUMH Properties, Inc. | 1,906 | $18.37 | $35,013.22 |
DisclosureSEC source: 0001567619-22-016612 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 789,914.68 F1 · shares: Gift transfer. Read SEC document |
| May 10, 2022 Filed May 11, 2022 16:26 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | Exercise / conversionUMH Properties, Inc. · Derivative | 50,000 | $9.82 Strike: $9.82 | $491,000.00 |
DisclosureSEC source: 0001567619-22-010013 · doc1.xml · derivative · entry 12 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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. F2 · shares: Exercise of stock options. Read SEC document |
| May 10, 2022 Filed May 11, 2022 16:26 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | Exercise / conversionUMH Properties, Inc. · Derivative | 50,000 | $9.77 Strike: $9.77 | $488,500.00 |
DisclosureSEC source: 0001567619-22-010013 · doc1.xml · derivative · entry 11 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 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. F1 · shares: Exercise of stock options. Read SEC document |
| May 10, 2022 Filed May 11, 2022 16:26 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | Exercise / conversionUMH Properties, Inc. | 50,000 | $9.82 | $491,000.00 |
DisclosureSEC source: 0001567619-22-010013 · doc1.xml · nonDerivative · entry 2 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 787,124 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 |
| May 10, 2022 Filed May 11, 2022 16:26 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | Exercise / conversionUMH Properties, Inc. | 50,000 | $9.77 | $488,500.00 |
DisclosureSEC source: 0001567619-22-010013 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 737,124 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 26, 2022 Filed Apr 27, 2022 21:06 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GiftUMH Properties, Inc. | 41,669 | $23.94 | $997,555.86 |
DisclosureSEC source: 0001567619-22-009036 · doc1.xml · nonDerivative · entry 2 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · The Landy 2022 Family Trust Disclosed balance after: 41,669 F1 · shares: Intra-family gift transfer. Read SEC document |
| April 26, 2022 Filed Apr 27, 2022 21:06 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GiftUMH Properties, Inc. | 41,669 | $23.94 | $997,555.86 |
DisclosureSEC source: 0001567619-22-009036 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 687,124 F1 · shares: Intra-family gift transfer. Read SEC document |
| April 04, 2022 Filed Apr 5, 2022 17:55 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GiftUMH Properties, Inc. | 2,424 | $24.44 | $59,242.56 |
DisclosureSEC source: 0001567619-22-008070 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 728,793.504 F1 · shares: Gift transfer. Read SEC document |
| March 28, 2022 Filed Mar 29, 2022 17:00 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 43,300 | $23.81 | $1,030,973.00 |
DisclosureSEC source: 0001567619-22-007624 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 731,217.504 F1 · shares: Restricted Stock Issuance: Vesting Schedule: 20% each year upon the first anniversary of Grant Date. Read SEC document |
| March 16, 2022 Filed Mar 17, 2022 00:01 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GiftUMH Properties, Inc. | 10,157 | $24.59 | $249,760.63 |
DisclosureSEC source: 0001567619-22-007104 · doc1.xml · nonDerivative · entry 2 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Spouse Disclosed balance after: 10,157 F1 · shares: Intra-family transfer. Read SEC document |
| March 16, 2022 Filed Mar 17, 2022 00:01 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GiftUMH Properties, Inc. | 10,157 | $24.59 | $249,760.63 |
DisclosureSEC source: 0001567619-22-007104 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 687,534.504 F1 · shares: Intra-family transfer. F2 · balance_after: Includes 1,696.861 shares acquired through dividend reinvestment on 3/15/22, and 81,930 shares held in 401(k) as of 3/15/22. Read SEC document |
| February 25, 2022 Filed Feb 25, 2022 16:57 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | Disposition to issuerCommon Stock | 53,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-005664 · doc1.xml · nonDerivative · entry 4 LANDY SAMUEL A · CIK 0001232891 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Co-Manager of EWL Grandchildren Fund LLC Disclosed balance after: 0 F1 · price: On February 25, 2022, pursuant to the Agreement and Plan of Merger, dated as of November 5, 2021 and as amended on February 7, 2022 (the "Merger Agreement"), by and among Monmouth Real Estate Investment Corporation ("Monmouth"), Industrial Logistics Properties Trust ("ILPT"), and Maple Delaware Merger Sub LLC ("Merger Sub"), Monmouth merged with and into Merger Sub (the "Merger"), with Merger Sub surviving as a wholly owned subsidiary of ILPT. F2 · price: At the effective time of the Merger (the "Effective Time"), each share of common stock, par value $0.01 per share, of Monmouth that was issued and outstanding immediately prior to the Effective Time (other than shares owned by Monmouth, ILPT or Merger Sub) was automatically converted into the right to receive $21.00 per share in cash (the "Common Stock Consideration"), without interest and subject to applicable withholding tax. Read SEC document |
| February 25, 2022 Filed Feb 25, 2022 16:57 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | Disposition to issuerCommon Stock | 22,379 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-005664 · doc1.xml · nonDerivative · entry 3 LANDY SAMUEL A · CIK 0001232891 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Sam Landy Family Ltd Partnership Disclosed balance after: 0 F1 · price: On February 25, 2022, pursuant to the Agreement and Plan of Merger, dated as of November 5, 2021 and as amended on February 7, 2022 (the "Merger Agreement"), by and among Monmouth Real Estate Investment Corporation ("Monmouth"), Industrial Logistics Properties Trust ("ILPT"), and Maple Delaware Merger Sub LLC ("Merger Sub"), Monmouth merged with and into Merger Sub (the "Merger"), with Merger Sub surviving as a wholly owned subsidiary of ILPT. F2 · price: At the effective time of the Merger (the "Effective Time"), each share of common stock, par value $0.01 per share, of Monmouth that was issued and outstanding immediately prior to the Effective Time (other than shares owned by Monmouth, ILPT or Merger Sub) was automatically converted into the right to receive $21.00 per share in cash (the "Common Stock Consideration"), without interest and subject to applicable withholding tax. Read SEC document |
| February 25, 2022 Filed Feb 25, 2022 16:57 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | Disposition to issuerCommon Stock | 25,566.808 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-005664 · doc1.xml · nonDerivative · entry 2 LANDY SAMUEL A · CIK 0001232891 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held By Spouse Disclosed balance after: 0 F1 · price: On February 25, 2022, pursuant to the Agreement and Plan of Merger, dated as of November 5, 2021 and as amended on February 7, 2022 (the "Merger Agreement"), by and among Monmouth Real Estate Investment Corporation ("Monmouth"), Industrial Logistics Properties Trust ("ILPT"), and Maple Delaware Merger Sub LLC ("Merger Sub"), Monmouth merged with and into Merger Sub (the "Merger"), with Merger Sub surviving as a wholly owned subsidiary of ILPT. F2 · price: At the effective time of the Merger (the "Effective Time"), each share of common stock, par value $0.01 per share, of Monmouth that was issued and outstanding immediately prior to the Effective Time (other than shares owned by Monmouth, ILPT or Merger Sub) was automatically converted into the right to receive $21.00 per share in cash (the "Common Stock Consideration"), without interest and subject to applicable withholding tax. Read SEC document |
| February 25, 2022 Filed Feb 25, 2022 16:57 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | Disposition to issuerCommon Stock | 247,788.7997 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-005664 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: On February 25, 2022, pursuant to the Agreement and Plan of Merger, dated as of November 5, 2021 and as amended on February 7, 2022 (the "Merger Agreement"), by and among Monmouth Real Estate Investment Corporation ("Monmouth"), Industrial Logistics Properties Trust ("ILPT"), and Maple Delaware Merger Sub LLC ("Merger Sub"), Monmouth merged with and into Merger Sub (the "Merger"), with Merger Sub surviving as a wholly owned subsidiary of ILPT. F2 · price: At the effective time of the Merger (the "Effective Time"), each share of common stock, par value $0.01 per share, of Monmouth that was issued and outstanding immediately prior to the Effective Time (other than shares owned by Monmouth, ILPT or Merger Sub) was automatically converted into the right to receive $21.00 per share in cash (the "Common Stock Consideration"), without interest and subject to applicable withholding tax. F3 · price: At the Effective Time, each Monmouth restricted stock award outstanding immediately prior to the Effective Time, whether vested or unvested, became fully vested and was converted into the right to receive the Common Stock Consideration. Read SEC document |
| December 27, 2021 Filed Dec 28, 2021 20:56 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GiftUMH Properties, Inc. | 1,380 | $25.90 | $35,742.00 |
DisclosureSEC source: 0001567619-21-022554 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 696,430.643 F1 · shares: Gift transfer. Read SEC document |
| November 17, 2021 Filed Nov 18, 2021 17:19 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GiftUMH Properties, Inc. | 870 | $23.49 | $20,436.30 |
DisclosureSEC source: 0001567619-21-020709 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 695,686.863 F1 · shares: Gift Transfer. Read SEC document |
| September 14, 2021 Filed Sep 15, 2021 12:05 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | GrantMonmouth Real Estate Investment Corporation | 65 | $18.54 | $1,205.10 |
DisclosureSEC source: 0001567619-21-017116 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,656.322 F1 · shares: Stock Award for Directors. Read SEC document |
| September 10, 2021 Filed Sep 14, 2021 17:04 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GiftUMH Properties, Inc. | 500 | $23.95 | $11,975.00 |
DisclosureSEC source: 0001567619-21-017054 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 694,039.427 F1 · shares: Gift transfer. Read SEC document |
| April 15, 2021 Filed Apr 16, 2021 18:59 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GiftUMH Properties, Inc. | 4,675 | $19.76 | $92,378.00 |
DisclosureSEC source: 0001567619-21-008188 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 692,168.343 F1 · shares: Gift transfer. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 16:10 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | GrantMonmouth Real Estate Investment Corporation | 68 | $17.69 | $1,202.92 |
DisclosureSEC source: 0001567619-21-007610 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,032.891 F1 · shares: Stock Award for Directors. Read SEC document |
| March 18, 2021 Filed Mar 20, 2021 01:46 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 54,700 | $19.36 | $1,058,992.00 |
DisclosureSEC source: 0001567619-21-006722 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 696,843.343 F1 · shares: Restricted Stock Issuance. Vesting Schedule: 20% each year upon the first anniversary of Grant Date. Read SEC document |
| January 29, 2021 Filed Feb 1, 2021 20:23 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 67,294 | $14.70 | $989,221.80 |
DisclosureSEC source: 0001567619-21-001870 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 640,172.23 F1 · shares: Restricted Stock Issuance. Participant's rights in and to the Restricted Stock shall be subject to both time (June 30, 2023) and performance (Normalized FFO/share) vesting criteria. The number of shares of Common Stock subject to the Award that shall be eligible for vesting shall be based upon the achievement of the Performance Goals. Read SEC document |
| January 14, 2021 Filed Jan 15, 2021 19:55 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | GrantMonmouth Real Estate Investment Corporation | 73 | $16.46 | $1,201.58 |
DisclosureSEC source: 0001567619-21-001130 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,383.804 F1 · shares: Stock Award for Directors. Read SEC document |
| January 13, 2021 Filed Jan 14, 2021 22:22 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 1,500 | $14.78 | $22,170.00 |
DisclosureSEC source: 0001567619-21-001036 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 572,878.23 F1 · shares: Stock Award for Directors. Read SEC document |
| December 02, 2020 Filed Dec 3, 2020 17:11 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GiftUMH Properties, Inc. | 5,000 | $14.71 | $73,550.00 |
DisclosureSEC source: 0001567619-20-020604 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 575,161.94 F1 · shares: Gift transfer. Read SEC document |
| December 01, 2020 Filed Dec 2, 2020 16:52 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GiftUMH Properties, Inc. | 1,000 | $14.71 | $14,710.00 |
DisclosureSEC source: 0001567619-20-020533 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 580,161.94 F1 · shares: Gift transfer. Read SEC document |
| November 12, 2020 Filed Nov 13, 2020 16:35 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | SaleMonmouth Real Estate Investment Corporation | 5,794 | $14.57 | $84,418.58 |
DisclosureSEC source: 0001567619-20-019578 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,882.098 F1 · shares: Shares sold under UMH's 401k Plan. Read SEC document |
| November 12, 2020 Filed Nov 13, 2020 20:28 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | SaleUMH Properties, Inc. | 7,322 | $14.08 | $103,123.05 |
DisclosureSEC source: 0001567619-20-019515 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 581,161.94 F1 · shares: Shares sold under UMH's 401(k) Plan. Read SEC document |
| October 23, 2020 Filed Oct 26, 2020 16:53 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 10,950 | $14.18 | $155,271.00 |
DisclosureSEC source: 0001567619-20-018153 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 588,483.94 F1 · shares: Restricted Stock Issuance: Vesting Schedule 20% each year over a five year period commencing on 10/23/2021. Read SEC document |
| September 16, 2020 Filed Sep 18, 2020 09:55 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | GrantMonmouth Real Estate Investment Corporation | 85 | $14.24 | $1,210.40 |
DisclosureSEC source: 0001567619-20-016864 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,676.098 F1 · shares: Stock Award for Directors. Read SEC document |
| June 18, 2020 Filed Jun 19, 2020 12:23 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | GrantMonmouth Real Estate Investment Corporation | 82 | $14.72 | $1,207.04 |
DisclosureSEC source: 0001567619-20-012435 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,802.37 F1 · shares: Stock Award for Directors. Read SEC document |
| May 20, 2020 Filed May 22, 2020 16:36 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GiftUMH Properties, Inc. | 9,004 | $11.55 | $103,996.20 |
DisclosureSEC source: 0001567619-20-010968 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 568,362.074 F1 · shares: Gift transfer. Read SEC document |
| March 30, 2020 Filed Mar 31, 2020 16:32 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | SaleMonmouth Real Estate Investment Corporation | 7,873.9006 | $11.39 | $89,683.73 |
DisclosureSEC source: 0001567619-20-007225 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,957.365 F1 · shares: Shares sold under UMH's 401k plan since the date of the reporting person's last ownership report. Read SEC document |
| March 30, 2020 Filed Mar 31, 2020 19:42 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | SaleUMH Properties, Inc. | 9,555.45 | $10.23 | $97,752.25 |
DisclosureSEC source: 0001567619-20-007223 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 577,366.074 F1 · shares: Shares sold under UMH's 401(k) Plan since the date of the reporting person's last ownership report. Read SEC document |
| March 25, 2020 Filed Mar 27, 2020 11:13 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | GrantMonmouth Real Estate Investment Corporation | 110 | $10.98 | $1,207.80 |
DisclosureSEC source: 0001567619-20-007075 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,831.266 F1 · shares: Stock Award for Directors. Read SEC document |
| March 11, 2020 Filed Mar 13, 2020 17:05 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | SaleMonmouth Real Estate Investment Corporation | 6,889.1626 | $12.99 | $89,490.22 |
DisclosureSEC source: 0001567619-20-006322 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,763.607 F1 · balance_after: Shares sold under UMH's 401k plan since the date of the reporting person's last ownership report. Read SEC document |
| March 11, 2020 Filed Mar 13, 2020 21:07 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | SaleUMH Properties, Inc. | 7,729.91 | $12.68 | $97,999.80 |
DisclosureSEC source: 0001567619-20-006324 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 583,436.3 F1 · shares: Shares sold under UMH's 401(k) Plan since the date of the reporting person's last ownership report. Read SEC document |
| January 16, 2020 Filed Jan 21, 2020 09:28 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | GrantMonmouth Real Estate Investment Corporation | 83 | $14.60 | $1,211.80 |
DisclosureSEC source: 0001567619-20-001257 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,652.77 F1 · shares: Stock Award for Directors Read SEC document |
| January 15, 2020 Filed Jan 16, 2020 20:27 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 1,000 | $16.13 | $16,130.00 |
DisclosureSEC source: 0001567619-20-001160 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 591,166.21 F1 · shares: Stock award for Directors. Read SEC document |
| December 17, 2019 Filed Dec 19, 2019 00:42 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GiftUMH Properties, Inc. | 1,000 | $15.69 | $15,690.00 |
DisclosureSEC source: 0001567619-19-023382 · doc1.xml · nonDerivative · entry 2 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Held with Spouse Disclosed balance after: 43,928.95 F2 · shares: Intra-family gift transfer. F3 · balance_after: Includes 0.629 shares acquired through dividend reinvestment on 12/16/2019. Read SEC document |
| November 27, 2019 Filed Dec 2, 2019 15:38 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GiftUMH Properties, Inc. | 10,000 | $15.94 | $159,400.00 |
DisclosureSEC source: 0001567619-19-022402 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 588,725.301 F1 · shares: Gift transfer. Read SEC document |
| October 03, 2019 Filed Oct 7, 2019 15:19 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 100 | $14.39 | $1,439.00 |
DisclosureSEC source: 0001567619-19-019287 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 598,725.301 F1 · shares: Stock award for Directors. Read SEC document |
| September 12, 2019 Filed Sep 13, 2019 11:19 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | GrantMonmouth Real Estate Investment Corporation | 84 | $14.34 | $1,204.56 |
DisclosureSEC source: 0001567619-19-018229 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,860.6397 F1 · shares: Stock Award for Directors. Read SEC document |
| August 20, 2019 Filed Aug 22, 2019 22:09 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GiftUMH Properties, Inc. | 49,000 | $12.75 | $624,750.00 |
DisclosureSEC source: 0001567619-19-017493 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 581,135.38 F1 · shares: Intra-family gift transfer. Read SEC document |
| July 12, 2019 Filed Jul 15, 2019 16:26 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GiftUMH Properties, Inc. | 5,555 | $12.54 | $69,659.70 |
DisclosureSEC source: 0001567619-19-014757 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 630,135.38 F1 · shares: Gift transfer. 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.