UMH (UMH) insider filing shows 2,000-share sale, options listed
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
UMH Properties (UMH) director reported a Form 4. On 11/10/2025, an indirect account, Mitchell Portfolio Management, sold 2,000 shares at $15; that account now shows 0 shares. The reporting person holds 26,737 shares directly.
Derivative positions are listed as outstanding: options for 11,000 shares at $15.80 (exercisable 01/10/2025, expiring 01/10/2034), 10,000 at $14.36 (03/21/2024–03/21/2033), and 12,000 at $16.86 (06/16/2026–06/16/2035).
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 2,000 shares ($30,000)
Net Sell
5 txns
Insider
Mitchell William Edward
Role
Director
Sold
2,000 shs ($30K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | UMH Properties, Inc. | 2,000 | $15.00 | $30K |
| holding | UMH Properties, Inc. | -- | -- | -- |
| holding | UMH Properties, Inc. | -- | -- | -- |
| holding | UMH Properties, Inc. | -- | -- | -- |
| holding | UMH Properties, Inc. | -- | -- | -- |
Holdings After Transaction:
UMH Properties, Inc. — 0 shares (Indirect, Mitchell Portfolio Management);
UMH Properties, Inc. — 11,000 shares (Direct)
Footnotes (1)
- Mitchell Partners, for which Mitchell Portfolio Management is the fund manager, completed the sale of its stake in UMH Properties, Inc., which was required to return capital to its limited partners after the death of the portfolio manager. The ending balance reflects the sale being filed on this Form 4 and the corrected number of shares acquired through dividend reinvestment since September 2024.
FAQ
What did UMH (UMH) disclose in this Form 4?
A director reported a sale of 2,000 shares on 11/10/2025 at $15 through an indirect account, Mitchell Portfolio Management.
What are the director’s holdings after the reported transaction?
The filing shows 26,737 shares held directly and 0 shares in the indirect Mitchell Portfolio Management account after the sale.
Were any derivative securities reported for UMH (UMH)?
Yes. Options for 11,000 shares at $15.80, 10,000 at $14.36, and 12,000 at $16.86, with stated exercisable and expiration dates.
What reason was noted for the indirect account’s sale?
The explanation states the sale was to return capital to limited partners after the portfolio manager’s death.
How is ownership categorized in this filing?
Common shares: 26,737 held directly; the 2,000-share sale was from an indirect account (Mitchell Portfolio Management).