Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MONMOUTH REAL ESTATE INVESTMENT CORPMNR · Entity 129987 | Director · President and CEO | February 25, 2022 | February 25, 2022 |
| UMH PROPERTIES, INC.UMH · Entity 4743 | Director | September 16, 2026 | September 17, 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 522,251.9489 · 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 42,586.623 · 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 | IndirectAccount is C/F Daughter, Monica | 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 94,860.436 · 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 | IndirectAccount is C/F Son, Aaron | 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 95,171.676 · 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 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 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 September 16, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| UMH Properties, Inc.SEC Table I · non-derivative | Direct | 367,200.59 |
Reported balance
After 2026-09-16 transaction · row 1
1 source rowRow 1 · 2026-09-16 · Grant · Acquired 1,264 · Balance 367,200.59 F1: Stock award for Directors. |
| UMH Properties, Inc.SEC Table I · non-derivative | IndirectAccount is C/F Son Aaron | 18,310.2 |
Reported balance
Holding disclosure · report date 2026-09-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 18,310.2 |
| UMH Properties, Inc.SEC Table I · non-derivative | IndirectCo-Manager of EWL Grandchildren Fund LLC | 48,000 |
Reported balance
Holding disclosure · report date 2026-09-16 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 48,000 |
| 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 2026-09-16 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 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 2026-09-16 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 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 2026-09-16 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 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 2026-09-16 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 12,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Stock award for Directors.
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 |
|---|---|---|---|---|---|---|
| July 17, 2017 Filed Jul 18, 2017 11:25 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | PurchaseMonmouth Real Estate Investment Corporation | 344.3526 | $14.52 | $5,000.00 |
DisclosureSEC source: 0001140361-17-028045 · doc1.xml · nonDerivative · entry 1 LANDY MICHAEL P · CIK 0001232931 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 351,190.0147 F1 · balance_after: Includes 344.3526 shares purchased through the Dividend Reinvestment and Stock Purchase Plan on 7/17/2017. Also includes 21,652 shares held in the 401K Plan as of 3/2017. Read SEC document |
| July 05, 2017 Filed Jul 5, 2017 12:29 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | PurchaseMonmouth Real Estate Investment Corporation | 500 | $15.07 | $7,534.50 |
DisclosureSEC source: 0001140361-17-027080 · doc1.xml · nonDerivative · entry 1 LANDY MICHAEL P · CIK 0001232931 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,845.6621 Read SEC document |
| June 15, 2017 Filed Jun 16, 2017 14:51 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | PurchaseMonmouth Real Estate Investment Corporation | 138.6001 | $14.43 | $2,000.00 |
DisclosureSEC source: 0001140361-17-025299 · doc1.xml · nonDerivative · entry 1 LANDY MICHAEL P · CIK 0001232931 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,345.6621 F1 · balance_after: Includes 138.6001 shares purchased through the Dividend Reinvestment and Stock Purchase Plan on 6/15/2017 and 1,435.681 acquired through dividend reinvestment on 6/15/2017. Also includes 21,652 shares held in the 401K Plan as of 3/2017. Read SEC document |
| May 15, 2017 Filed May 16, 2017 12:40 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | PurchaseMonmouth Real Estate Investment Corporation | 149.7 | $13.36 | $1,999.99 |
DisclosureSEC source: 0001140361-17-020935 · doc1.xml · nonDerivative · entry 1 LANDY MICHAEL P · CIK 0001232931 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,771.379 F1 · balance_after: Includes 149.700 shares purchased through the Dividend Reinvestment and Stock Purchase Plan on 5/15/2017. Also includes 21,652 shares held in the 401K Plan as of 3/2017. Read SEC document |
| April 17, 2017 Filed Apr 18, 2017 15:45 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | PurchaseMonmouth Real Estate Investment Corporation | 142.7551 | $14.01 | $2,000.00 |
DisclosureSEC source: 0001140361-17-016077 · doc1.xml · nonDerivative · entry 1 LANDY MICHAEL P · CIK 0001232931 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,621.679 F1 · balance_after: Includes 142.7551 shares purchased through the Dividend Reinvestment and Stock Purchase Plan on 4/17/2017. Read SEC document |
| March 27, 2017 Filed Mar 27, 2017 11:10 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | PurchaseMonmouth Real Estate Investment Corporation | 550 | $14.10 | $7,756.87 |
DisclosureSEC source: 0001140361-17-013346 · doc1.xml · nonDerivative · entry 2 LANDY MICHAEL P · CIK 0001232931 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Held By Spouse Disclosed balance after: 33,103.959 Read SEC document |
| March 27, 2017 Filed Mar 27, 2017 11:10 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | PurchaseMonmouth Real Estate Investment Corporation | 450 | $14.10 | $6,346.76 |
DisclosureSEC source: 0001140361-17-013346 · doc1.xml · nonDerivative · entry 1 LANDY MICHAEL P · CIK 0001232931 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,478.9239 Read SEC document |
| March 16, 2017 Filed Mar 16, 2017 16:07 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | PurchaseMonmouth Real Estate Investment Corporation | 1,200 | $14.21 | $17,046.00 |
DisclosureSEC source: 0001140361-17-012325 · doc1.xml · nonDerivative · entry 1 LANDY MICHAEL P · CIK 0001232931 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,028.9239 Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 16:07 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | PurchaseMonmouth Real Estate Investment Corporation | 150.7159 | $13.27 | $2,000.00 |
DisclosureSEC source: 0001140361-17-012325 · doc1.xml · nonDerivative · entry 2 LANDY MICHAEL P · CIK 0001232931 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,828.9239 F1 · balance_after: Includes 150.7159 shares purchased through the Dividend Reinvestment and Stock Purchase Plan on 3/15/2017 and 1,537.301 shares acquired through dividend reinvestment on 3/15/2017. Also includes 21,652 shares held in the 401K Plan as of 3/2017.. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 14:56 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | PurchaseMonmouth Real Estate Investment Corporation | 145.9854 | $13.70 | $2,000.00 |
DisclosureSEC source: 0001140361-17-007898 · doc1.xml · nonDerivative · entry 1 LANDY MICHAEL P · CIK 0001232931 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344,319.8613 F1 · balance_after: Includes 145.9854 shares purchased through the Dividend Reinvestment and Stock Purchase Plan on 2/15/2017. Read SEC document |
| January 17, 2017 Filed Jan 18, 2017 15:06 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | PurchaseMonmouth Real Estate Investment Corporation | 142.0454 | $14.08 | $2,000.00 |
DisclosureSEC source: 0001140361-17-002111 · doc1.xml · nonDerivative · entry 1 LANDY MICHAEL P · CIK 0001232931 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344,173.8759 F1 · balance_after: Includes 142.0454 shares purchased through the Dividend Reinvestment and Stock Purchase Plan on 1/17/2017. Read SEC document |
| December 19, 2016 Filed Dec 20, 2016 16:38 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | Exercise / conversionUMH Properties, Inc. | 5,000 | $7.57 | $37,850.00 |
DisclosureSEC source: 0001140361-16-090324 · doc1.xml · nonDerivative · entry 1 LANDY MICHAEL P · CIK 0001232931 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,652.7196 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 |
| December 15, 2016 Filed Dec 16, 2016 16:01 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | PurchaseMonmouth Real Estate Investment Corporation | 148.8095 | $13.44 | $2,000.00 |
DisclosureSEC source: 0001140361-16-090001 · doc1.xml · nonDerivative · entry 1 LANDY MICHAEL P · CIK 0001232931 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344,031.8305 F1 · balance_after: Includes 148.8095 shares purchased through the Dividend Reinvestment and Stock Purchase Plan on 12/15/2016 and 1,493.188 acquired through dividend reinvestment on 12/15/2016. Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 10:58 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | PurchaseMonmouth Real Estate Investment Corporation | 792.393 | $12.62 | $10,000.00 |
DisclosureSEC source: 0001140361-16-086909 · doc1.xml · nonDerivative · entry 1 LANDY MICHAEL P · CIK 0001232931 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 341,688.5044 F1 · shares: Includes 792.3930 shares purchased through the Dividend Reinvestment and Stock Purchase Plan on 11/15/2016. Read SEC document |
| October 17, 2016 Filed Oct 18, 2016 14:15 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | PurchaseMonmouth Real Estate Investment Corporation | 157.3564 | $12.71 | $2,000.00 |
DisclosureSEC source: 0001140361-16-082967 · doc1.xml · nonDerivative · entry 1 LANDY MICHAEL P · CIK 0001232931 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 340,896.1114 F1 · shares: Includes 157.3564 shares purchased through the Dividend Reinvestment and Stock Purchase Plan on 10/17/2016. Read SEC document |
| September 15, 2016 Filed Sep 16, 2016 10:12 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | PurchaseMonmouth Real Estate Investment Corporation | 650 | $13.66 | $8,879.00 |
DisclosureSEC source: 0001140361-16-079988 · doc1.xml · nonDerivative · entry 1 LANDY MICHAEL P · CIK 0001232931 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337,756.095 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.