UMH Properties (UMH) director updates share and option holdings
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
UMH Properties director Jeffrey A. Carus reported updated holdings, mainly reflecting dividend reinvestment and existing equity awards as of June 15, 2026. He now directly holds 35,871.96 common shares and 500 shares of UMH Properties, Inc. Preferred D stock.
Carus also reports indirect ownership of common shares through custodial accounts for his sons, with 640.11 shares for Ethan and 752.33 shares for Daniel. Footnotes state that these positions include 520.14, 11.36, and 9.67 shares acquired via dividend reinvestment on June 15, 2026.
In addition, the filing lists outstanding stock options over UMH common shares held directly by Carus. These cover 12,000 shares at an exercise price of $16.15 per share, another 12,000 at $16.86, 10,000 at $14.36, and 11,000 at $15.80, with expiration dates ranging from 2033 to 2036.
Positive
- None.
Negative
- None.
Insider Trade Summary
8 transactions reported
Mixed
8 txns
Insider
Carus Jeffrey A
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | UMH Properties, Inc. | -- | -- | -- |
| holding | UMH Properties, Inc. | -- | -- | -- |
| holding | UMH Properties, Inc. | -- | -- | -- |
| holding | UMH Properties, Inc. | -- | -- | -- |
| holding | UMH Properties, Inc. | -- | -- | -- |
| holding | UMH Properties, Inc. | -- | -- | -- |
| holding | UMH Properties, Inc. | -- | -- | -- |
| holding | UMH Properties, Inc. (Preferred D) | -- | -- | -- |
Holdings After Transaction:
UMH Properties, Inc. — 11,000 shares (Direct, null);
UMH Properties, Inc. — 752.33 shares (Indirect, Custodial account for Son, Daniel);
UMH Properties, Inc. (Preferred D) — 500 shares (Direct, null)
Footnotes (1)
- Includes 520.14 shares acquired through dividend reinvestment on 6/15/26. Includes 11.36 shares acquired through dividend reinvestment on 6/15/26. Includes 9.67 shares acquired through dividend reinvestment on 6/15/26.
Key Figures
Direct common shares: 35,871.96 shares
Preferred D shares: 500 shares
Custodial shares for Ethan: 640.11 shares
+5 more
8 metrics
Direct common shares
35,871.96 shares
Direct UMH common stock holding as of June 15, 2026
Preferred D shares
500 shares
UMH Properties, Inc. Preferred D held directly
Custodial shares for Ethan
640.11 shares
Indirect UMH common shares in custodial account for son Ethan
Custodial shares for Daniel
752.33 shares
Indirect UMH common shares in custodial account for son Daniel
Option grant 1
12,000 shares at $16.15
UMH stock options, expiration January 21, 2036
Option grant 2
12,000 shares at $16.86
UMH stock options, expiration June 16, 2035
Option grant 3
10,000 shares at $14.36
UMH stock options, expiration March 21, 2033
Dividend reinvestment shares
520.14, 11.36, 9.67 shares
Shares acquired via dividend reinvestment on June 15, 2026
Key Terms
dividend reinvestment, Preferred D, custodial account, underlying security shares
4 terms
dividend reinvestment financial
"Includes 520.14 shares acquired through dividend reinvestment on 6/15/26."
Dividend reinvestment is when the money earned from a company's profit sharing, called dividends, is automatically used to buy more shares of that company instead of being received as cash. This process helps investors grow their holdings over time without extra effort, much like using earned interest to buy more of a savings account. It encourages long-term investment growth by continuously increasing the amount of shares owned.
Preferred D financial
"UMH Properties, Inc. (Preferred D)"
custodial account financial
"Custodial account for Son, Ethan"
A custodial account is an investment or bank account opened and managed by an adult (the custodian) for the benefit of someone who cannot legally control assets, typically a minor. Think of it as a wallet held by a trusted guardian until the beneficiary reaches a legal age: it lets you save and invest on someone’s behalf, affects who makes decisions and who pays taxes, and determines when control of the assets transfers to the beneficiary—details investors watch for tax consequences, ownership rules, and timing of control.
FAQ
What does UMH director Jeffrey Carus report in this Form 4 filing for UMH?
The filing shows Jeffrey A. Carus updating his holdings in UMH Properties, Inc. It reports current common and Preferred D share positions, indirect custodial holdings for his sons, and outstanding stock options with specific exercise prices and expiration dates.
What preferred stock in UMH Properties does Jeffrey Carus report owning?
Carus reports ownership of 500 shares of UMH Properties, Inc. Preferred D stock. This preferred position is listed separately from his common shares and is shown as a direct holding as of June 15, 2026, in the filing data.
How are custodial accounts for Jeffrey Carus’s sons reflected in the UMH Form 4?
The Form 4 shows indirect ownership through custodial accounts for his sons. Ethan’s account holds 640.11 UMH common shares, and Daniel’s account holds 752.33 shares, with footnotes noting that part of these amounts came from dividend reinvestment.
What UMH stock option positions does Jeffrey Carus report in this filing?
The filing lists several option grants over UMH common shares. These cover 12,000 shares at $16.15, another 12,000 at $16.86, 10,000 at $14.36, and 11,000 at $15.80 per share, with expirations between 2033 and 2036.