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 | March 17, 2025 | April 10, 2025 |
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 1,041.428 · 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.
UMH PROPERTIES, INC.
Report date March 17, 2025 · Filed April 10, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| UMH Properties, Inc.SEC Table I · non-derivative | Direct | 2,221.81 |
Reported balance
Holding disclosure · report date 2025-03-17 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,221.81 F1: Includes 12.3 shares acquired through dividend reinvestment on 3/17/25. |
| 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 2025-03-17 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 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 2025-03-17 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 10,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 12.3 shares acquired through dividend reinvestment on 3/17/25.
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 |
|---|---|---|---|---|---|---|
| March 25, 2025 Filed Mar 27, 2025 16:11 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 1,223 | $18.30 | $22,380.90 |
DisclosureSEC source: 0000752642-25-000029 · form4.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,209.51 F1 · shares: Stock award for Directors. Read SEC document |
| January 07, 2025 Filed Jan 8, 2025 19:31 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 831 | $18.20 | $15,124.20 |
DisclosureSEC source: 0000752642-25-000016 · form4.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 986.51 F1 · shares: Stock award for Directors. Read SEC document |
| December 02, 2024 Filed Dec 3, 2024 21:00 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | SaleUMH Properties, Inc. | 1,045 | $18.93 | $19,781.85 |
DisclosureSEC source: 0000752642-24-000102 · form4.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141.72 F1 · shares: Sale of shares. Read SEC document |
| September 25, 2024 Filed Sep 26, 2024 17:39 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 770 | $19.65 | $15,130.50 |
DisclosureSEC source: 0000752642-24-000085 · form4.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,186.72 F1 · shares: Stock award for Directors. F2 · balance_after: Includes 4.54 shares acquired through dividend reinvestment on 9/15/24. Read SEC document |
| August 15, 2024 Filed Aug 15, 2024 18:59 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | SaleUMH Properties, Inc. | 2,700 | $19.54 | $52,758.00 |
DisclosureSEC source: 0000752642-24-000081 · form4.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 412.18 F1 · shares: Sale of shares. Read SEC document |
| June 20, 2024 Filed Jun 20, 2024 22:05 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 983 | $15.38 | $15,118.54 |
DisclosureSEC source: 0000752642-24-000062 · form4.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,081.59 F1 · shares: Stock award for Directors. Read SEC document |
| March 26, 2024 Filed Mar 27, 2024 19:22 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 966 | $15.66 | $15,127.56 |
DisclosureSEC source: 0000752642-24-000023 · form4.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,083.44 F1 · shares: Stock award for Directors. Read SEC document |
| January 10, 2024 Filed Jan 11, 2024 21:16 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. · Derivative | 11,000 | $15.80 Strike: $15.80 | $173,800.00 |
DisclosureSEC source: 0000752642-24-000004 · form4.xml · derivative · entry 2 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,000 Underlying: UMH Properties, Inc. · 11,000 shares Expires 2034-01-10 F2 · shares: This stock option will vest over the next five years, 20% per year on each anniversary date as follows: 2,200 shares vesting on 1/10/2025; 2,200 shares vesting on 1/10/2026; 2,200 shares vesting on 1/10/2027; 2,200 shares vesting on 1/10/2028; and 2,200 shares vesting on 1/10/2029. Read SEC document |
| January 10, 2024 Filed Jan 11, 2024 21:16 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 957 | $15.80 | $15,120.60 |
DisclosureSEC source: 0000752642-24-000004 · form4.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,117.44 F1 · shares: Stock award for Directors. Read SEC document |
| November 17, 2023 Filed Nov 20, 2023 12:44 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | SaleUMH Properties, Inc. | 1,200 | $14.17 | $17,004.00 |
DisclosureSEC source: 0000752642-23-000082 · form4.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141.47 F1 · shares: Sale of shares. Read SEC document |
| September 20, 2023 Filed Sep 21, 2023 18:56 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 955 | $14.40 | $13,752.00 |
DisclosureSEC source: 0000752642-23-000070 · form4.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,341.47 F1 · shares: Stock award for Directors. Read SEC document |
| August 15, 2023 Filed Aug 15, 2023 19:50 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | SaleUMH Properties, Inc. | 1,000 | $15.33 | $15,330.10 |
DisclosureSEC source: 0000752642-23-000049 · form4.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 380.89 F1 · shares: Sale of shares. Read SEC document |
| June 14, 2023 Filed Jun 15, 2023 18:07 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 849 | $16.20 | $13,753.80 |
DisclosureSEC source: 0000752642-23-000018 · form4.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,341 F1 · shares: Stock award for Directors. Read SEC document |
| May 22, 2023 Filed May 22, 2023 15:38 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | SaleUMH Properties, Inc. | 2,500 | $15.34 | $38,350.00 |
DisclosureSEC source: 0000752642-23-000015 · form4.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 492 F1 · shares: Sale of shares. Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 21:41 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. · Derivative | 10,000 | $14.36 Strike: $14.36 | $143,600.00 |
DisclosureSEC source: 0001140361-23-013478 · form4.xml · derivative · entry 2 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: UMH Properties, Inc. · 10,000 shares Expires 2033-03-21 F2 · shares: This stock option will vest over the next five years, 20% per year on each anniversary date as follows: 2,000 shares vesting on 3/21/2024 2,000 shares vesting on 3/21/2025 2,000 shares vesting on 3/21/2026 2,000 shares vesting on 3/21/2027 and 2,000 shares vesting on 3/21/2028. Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 21:41 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 958 | $14.36 | $13,756.88 |
DisclosureSEC source: 0001140361-23-013478 · form4.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,963.15 F1 · shares: Stock award for Directors. Read SEC document |
| January 11, 2023 Filed Jan 12, 2023 20:14 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 832 | $16.52 | $13,744.64 |
DisclosureSEC source: 0001567619-23-000879 · doc1.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,005.15 F1 · shares: Stock award for Directors. Read SEC document |
| September 21, 2022 Filed Sep 22, 2022 20:40 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 717 | $17.44 | $12,504.48 |
DisclosureSEC source: 0001567619-22-017736 · doc1.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,158.99 F1 · shares: Stock award for Directors. Read SEC document |
| June 15, 2022 Filed Jun 16, 2022 20:27 UTC | UMH PROPERTIES, INC. UMH · Entity 4743 | GrantUMH Properties, Inc. | 437 | $17.17 | $7,503.29 |
DisclosureSEC source: 0001567619-22-012981 · doc1.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 437 F1 · shares: Stock Award for Directors. Read SEC document |
| February 25, 2022 Filed Feb 25, 2022 16:59 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | Disposition to issuerCommon Stock | 1,041.428 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-005666 · doc1.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · 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. Read SEC document |
| September 14, 2021 Filed Sep 15, 2021 11:14 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | GrantMonmouth Real Estate Investment Corporation | 65 | $18.54 | $1,205.10 |
DisclosureSEC source: 0001567619-21-017108 · doc1.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,041.428 F1 · shares: Stock Award for Directors. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 11:22 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | GrantMonmouth Real Estate Investment Corporation | 68 | $17.69 | $1,202.92 |
DisclosureSEC source: 0001567619-21-007562 · doc1.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 976.428 F1 · shares: Stock Award for Directors. Read SEC document |
| January 14, 2021 Filed Jan 15, 2021 15:08 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | GrantMonmouth Real Estate Investment Corporation | 73 | $16.46 | $1,201.58 |
DisclosureSEC source: 0001567619-21-001074 · doc1.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 908.428 F1 · shares: Stock Award for Directors. Read SEC document |
| September 16, 2020 Filed Sep 18, 2020 09:06 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | GrantMonmouth Real Estate Investment Corporation | 85 | $14.24 | $1,210.40 |
DisclosureSEC source: 0001567619-20-016856 · doc1.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 826.4675 F1 · shares: Stock Award for Directors. Read SEC document |
| June 18, 2020 Filed Jun 19, 2020 11:19 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | GrantMonmouth Real Estate Investment Corporation | 82 | $14.72 | $1,207.04 |
DisclosureSEC source: 0001567619-20-012424 · doc1.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 732.3265 F1 · shares: Stock Award for Directors. Read SEC document |
| March 25, 2020 Filed Mar 26, 2020 16:06 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | GrantMonmouth Real Estate Investment Corporation | 110 | $10.98 | $1,207.80 |
DisclosureSEC source: 0001567619-20-007024 · doc1.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 641.9576 F1 · shares: Stock Award for Directors. Read SEC document |
| January 16, 2020 Filed Jan 17, 2020 16:08 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | GrantMonmouth Real Estate Investment Corporation | 83 | $14.60 | $1,211.80 |
DisclosureSEC source: 0001567619-20-001234 · doc1.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 524.0029 F1 · shares: Stock Award for Directors. Read SEC document |
| September 12, 2019 Filed Sep 13, 2019 11:45 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | GrantMonmouth Real Estate Investment Corporation | 84 | $14.34 | $1,204.56 |
DisclosureSEC source: 0001567619-19-018234 · doc1.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 431.4706 F1 · shares: Stock Award for Directors Read SEC document |
| June 19, 2019 Filed Jun 20, 2019 15:22 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | GrantMonmouth Real Estate Investment Corporation | 86 | $14.01 | $1,204.86 |
DisclosureSEC source: 0001567619-19-013747 · doc1.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 347.4706 F1 · shares: Stock Award for Directors Read SEC document |
| April 02, 2019 Filed Apr 3, 2019 19:06 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | GrantMonmouth Real Estate Investment Corporation | 91 | $13.24 | $1,204.84 |
DisclosureSEC source: 0001567619-19-008342 · doc1.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258.1337 F1 · shares: Stock Award for Directors Read SEC document |
| January 16, 2019 Filed Jan 17, 2019 11:15 UTC | MONMOUTH REAL ESTATE INVESTMENT CORP MNR · Entity 129987 | GrantMonmouth Real Estate Investment Corporation | 94 | $12.82 | $1,205.08 |
DisclosureSEC source: 0001567619-19-001267 · doc1.xml · nonDerivative · entry 1 Conway Kiernan · CIK 0001754628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164.9091 F1 · shares: Stock Award for Directors. 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.