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 |
|---|---|---|---|---|---|---|
| October 20, 2016 Filed Oct 24, 2016 19:46 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | Exercise / conversionUMH Properties, Inc. · Derivative | 14,000 | $0.00 Strike: $7.12 | $0.00 |
DisclosureSEC source: 0001140361-16-083382 · 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. · 14,000 shares Expires 2017-01-07 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 |
| October 20, 2016 Filed Oct 24, 2016 19:46 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | Exercise / conversionUMH Properties, Inc. | 14,000 | $7.12 | $99,680.00 |
DisclosureSEC source: 0001140361-16-083382 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 459,259.335 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 |
| September 26, 2016 Filed Sep 28, 2016 17:02 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GiftUMH Properties, Inc. | 1,000 | $12.06 | $12,060.00 |
DisclosureSEC source: 0001140361-16-080888 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 445,259.335 F1 · shares: Gift transfer. Read SEC document |
| September 13, 2016 Filed Sep 14, 2016 14:26 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | SaleMonmouth Real Estate Investment Corporation | 5,000 | $13.90 | $69,500.00 |
DisclosureSEC source: 0001140361-16-079776 · doc1.xml · nonDerivative · entry 2 LANDY SAMUEL A · CIK 0001232891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,281.452 Read SEC document |
| September 13, 2016 Filed Sep 14, 2016 14:26 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | SaleMonmouth Real Estate Investment Corporation | 5,000 | $13.91 | $69,550.00 |
DisclosureSEC source: 0001140361-16-079776 · doc1.xml · nonDerivative · entry 1 LANDY SAMUEL A · CIK 0001232891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,281.452 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.