UMH EVP Taft updates share and option holdings
UMH Properties, Inc. EVP and COO Brett Taft reported his current equity holdings in the company.
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Form Type
4
Rhea-AI Filing Summary
UMH Properties, Inc. EVP and COO Brett Taft reported his current equity holdings in the company. The filing shows direct ownership of 129,593.53 common shares as of mid‑June 2026. A footnote states this includes 152.32 shares acquired through dividend reinvestment on June 15, 2026 and 10,349 shares held in a 401(k) as of June 2026.
Taft also reports multiple stock option awards on UMH common stock, such as options over 50,000 shares at an exercise price of $16.86 per share expiring in 2035 and options over 50,000 shares at $9.70 per share expiring in 2030. The transactions are coded as holdings rather than new purchases or sales.
Insider Trade Summary
10 transactions reported
Mixed
10 txns
Insider
Taft Brett
Role
EVP and COO
| 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. | -- | -- | -- |
| holding | UMH Properties, Inc. | -- | -- | -- |
| holding | UMH Properties, Inc. | -- | -- | -- |
Holdings After Transaction:
UMH Properties, Inc. — 394,000 contracts (Direct);
UMH Properties, Inc. — 129,593.53 shares (Direct)
Footnotes (1)
- F1. Includes 152.32 shares acquired through dividend reinvestment on 6/15/26, and 10,349 shares held in 401(k) as of June, 2026.
Key Figures
Direct common shares: 129,593.53 shares
Dividend reinvestment shares: 152.32 shares
401(k) shares: 10,349 shares
+5 more
8 metrics
Direct common shares
129,593.53 shares
Directly owned UMH common stock as of June 2026
Dividend reinvestment shares
152.32 shares
Acquired through dividend reinvestment on June 15, 2026
401(k) shares
10,349 shares
Held in 401(k) as of June 2026
Option grant A
50,000 underlying shares at $16.86
Stock options expiring June 16, 2035, held directly
Option grant B
20,000 underlying shares at $15.04
Stock options expiring April 4, 2027, held directly
Option grant C
40,000 underlying shares at $11.42
Stock options expiring January 2, 2029, held directly
Option grant D
50,000 underlying shares at $9.70
Stock options expiring March 25, 2030, held directly
Option grant E
39,000 underlying shares at $23.81
Stock options expiring March 28, 2032, held directly
Key Terms
dividend reinvestment, 401(k), exercise price, expiration date, +2 more
6 terms
dividend reinvestment financial
"Includes 152.32 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.
401(k) financial
"and 10,349 shares held in 401(k) as of June, 2026"
A 401(k) is a type of retirement savings plan offered by employers that allows workers to set aside a portion of their paycheck before taxes are taken out. The money saved in a 401(k) can grow over time through investments, helping individuals build funds for their future retirement. It matters to investors because it provides a tax-advantaged way to save and invest for long-term financial security.
exercise price financial
"conversion_or_exercise_price": "16.8600""
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
expiration date financial
"expiration_date": "2035-06-16T00:00:00.000Z""
The expiration date is the deadline after which a financial contract, such as an option or a futures agreement, is no longer valid or can be exercised. It matters to investors because it determines the timeframe during which they can take action or benefit from the contract, similar to how a coupon or a food item has a limited period of usefulness. Once the expiration date passes, the contract loses its value or ability to be used.
underlying security financial
"underlying_security_title": "UMH Properties, Inc.""
direct ownership financial
"ownership_type": "direct""
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does UMH (UMH) EVP Brett Taft report in this Form 4?
The Form 4 shows Brett Taft’s updated ownership in UMH Properties common stock and stock options. It lists his directly held shares, plus several option grants with specific exercise prices and expiration dates, providing a snapshot of his current equity position in the company.
What stock options on UMH (UMH) does Brett Taft currently report?
The filing lists several stock option awards on UMH common stock. Examples include options over 50,000 underlying shares at a $16.86 exercise price expiring in 2035 and options over 50,000 underlying shares at a $9.70 exercise price expiring in 2030, all held directly.
What does the dividend reinvestment footnote mean for UMH (UMH) holdings?
A footnote notes that 152.32 shares were acquired through dividend reinvestment on June 15, 2026. It also states that 10,349 shares are held in a 401(k) as of June 2026, clarifying how part of Brett Taft’s reported common share total is accumulated.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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