UMH EVP and CFO gifts 10,000 company shares
UMH Properties, Inc. director and EVP/CFO Anna T. Chew reported an intra-family bona fide gift of 10,000 shares of company stock on April 6, 2026 at a reported value of $14.64 per share.
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Form Type
4
Rhea-AI Filing Summary
UMH Properties, Inc. director and EVP/CFO Anna T. Chew reported an intra-family bona fide gift of 10,000 shares of company stock on April 6, 2026 at a reported value of $14.64 per share. Following the gift, she directly holds 1,060,585.078 shares.
The filing also lists multiple outstanding stock option awards on UMH Properties, Inc. common stock with exercise prices ranging from $9.70 to $23.81 per share and expiration dates between 2027 and 2035, each tied to specific underlying share amounts.
Insider Trade Summary
10,000 shares gifted
Gift
10 txns
Insider
CHEW ANNA T
Role
EVP and CFO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | UMH Properties, Inc. | 10,000 | $14.64 | $146K |
| 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. — 1,060,585.078 shares (Direct);
UMH Properties, Inc. — 394,000 contracts (Direct)
Footnotes (1)
- F1. Intra-family gift transfer.
Key Figures
Gifted shares: 10,000 shares
Holding after transaction: 1,060,585.078 shares
Option award 1: 50,000 underlying shares at $15.66
+4 more
7 metrics
Gifted shares
10,000 shares
Bona fide intra-family gift on April 6, 2026 at $14.64 per share
Holding after transaction
1,060,585.078 shares
Direct ownership position following the April 6, 2026 gift
Option award 1
50,000 underlying shares at $15.66
Stock option with March 26, 2034 expiration, held directly
Option award 2
75,000 underlying shares at $14.36
Stock option with March 21, 2033 expiration, held directly
Option award 3
39,000 underlying shares at $23.81
Stock option with March 28, 2032 expiration, held directly
Legacy option award
50,000 underlying shares at $15.04
Stock option with April 4, 2027 expiration, held directly
Newest option award
50,000 underlying shares at $16.86
Stock option with June 16, 2035 expiration, held directly
Key Terms
bona fide gift, exercise price, expiration date, underlying security, +1 more
5 terms
bona fide gift financial
"The transaction code "G" is described as a bona fide gift."
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
exercise price financial
"Several holding entries list an exercise price for underlying UMH shares."
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
"Each option-style holding includes a specific expiration date in future years."
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
"The options reference an underlying security title of UMH Properties, Inc."
non-derivative financial
"The 10,000-share gift is reported as a non-derivative transaction."
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did UMH (UMH) report for Anna T. Chew?
UMH reported that EVP and CFO Anna T. Chew made a bona fide intra-family gift of 10,000 shares of UMH Properties, Inc. stock on April 6, 2026 at a reported value of $14.64 per share, according to the Form 4 filing.
Was the UMH (UMH) Form 4 transaction a sale or a gift?
The Form 4 identifies the transaction as a bona fide gift, coded "G," not an open-market sale. It represents a 10,000-share intra-family gift transfer at a reported value of $14.64 per share, rather than a purchase or sale for cash consideration.
Does the UMH (UMH) Form 4 show any open-market buys or sells?
The Form 4 does not show any open-market purchases or sales. It reports one bona fide gift of 10,000 shares and several holding entries for option awards, with transaction codes and summary data indicating no buy or sell transactions during the reported period.
What does intra-family gift transfer mean in the UMH (UMH) filing?
The footnote describes the transaction as an intra-family gift transfer, indicating the 10,000 shares were given to a family member as a bona fide gift. This type of transfer is reported under transaction code "G" and does not represent a market sale or purchase.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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