UMH director granted 1,284 shares at $15.34
UMH Properties, Inc. director Jeffrey A. Carus reported a stock award of 1,284 common shares at $15.34 per share.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
4
Rhea-AI Filing Summary
UMH Properties, Inc. director Jeffrey A. Carus reported a stock award of 1,284 common shares at $15.34 per share. The award, described as a stock award for directors, increased his directly held common shares to 35,351.82.
He also reports 500 shares of UMH Preferred D held directly and indirect holdings of 630.44 and 740.97 common shares in custodial accounts for his sons Ethan and Daniel. In addition, he holds several derivative positions on UMH common stock with exercise prices of $14.36, $15.80, $16.15, and $16.86 per share, covering 10,000 to 12,000 underlying shares each and expiring between 2033 and 2036.
Insider Trade Summary
Grant/Award: 1,284 shares
Grant/Award
8 txns
Insider
Carus Jeffrey A
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | UMH Properties, Inc. | 1,284 | $15.34 | $20K |
| 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. — 35,351.82 shares (Direct);
UMH Properties, Inc. — 45,000 contracts (Direct);
UMH Properties, Inc. — 740.97 shares (Indirect, Custodial account for Son, Daniel);
UMH Properties, Inc. — 630.44 shares (Indirect, Custodial account for Son, Ethan);
UMH Properties, Inc. (Preferred D) — 500 shares (Direct)
Footnotes (1)
- F1. Stock award for Directors.
Key Figures
Director stock award: 1,284 shares
Award price: $15.34 per share
Direct common shares after award: 35,351.82 shares
+5 more
8 metrics
Director stock award
1,284 shares
UMH common stock grant coded as acquisition (A)
Award price
$15.34 per share
Price for 1,284-share director stock award
Direct common shares after award
35,351.82 shares
Total UMH common stock directly held following grant
Preferred D holdings
500 shares
UMH Preferred D shares held directly
Custodial account for Ethan
630.44 shares
UMH common stock held indirectly in custodial account
Custodial account for Daniel
740.97 shares
UMH common stock held indirectly in custodial account
Derivative position exercise price
$14.36
Exercise price on derivative covering 10,000 underlying shares, expiring 2033-03-21
Largest derivative block
12,000 underlying shares
Direct derivative positions at $16.15 and $16.86 exercise prices
Key Terms
Grant, award, or other acquisition, custodial account, exercise price, expiration date, +1 more
5 terms
Grant, award, or other acquisition financial
"transaction_code_description: Grant, award, or other acquisition"
custodial account financial
"nature_of_ownership: 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.
exercise price financial
"conversion_or_exercise_price: 16.1500"
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: 2036-01-21T00:00:00.000Z"
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.
Preferred D financial
"security_title: UMH Properties, Inc. (Preferred D)"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did UMH (UMH) director Jeffrey A. Carus report?
Jeffrey A. Carus reported receiving a stock award of 1,284 UMH Properties common shares. The award price was $15.34 per share and is described as a stock award for directors, increasing his directly held common share position to 35,351.82 shares.
At what price was the UMH (UMH) director stock award granted?
The director stock award was granted at $15.34 per UMH Properties common share. This grant consisted of 1,284 shares and was characterized as a stock award for directors, modestly increasing the director’s existing direct ownership in the company’s common stock.
What indirect UMH (UMH) holdings are reported in custodial accounts?
The filing shows 630.44 UMH common shares in a custodial account for son Ethan and 740.97 shares in a custodial account for son Daniel. These positions are reported as indirect ownership, separate from the director’s personal direct holdings and derivative positions.
What derivative positions on UMH (UMH) stock does the director report?
The director reports derivative positions tied to UMH common stock with exercise prices of $14.36, $15.80, $16.15, and $16.86. Each relates to 10,000 to 12,000 underlying shares and carries expiration dates between 2033 and 2036, indicating long-dated equity-based incentives.
Does the UMH (UMH) Form 4 show any insider stock sales?
The Form 4 excerpt shows no transactions coded as sales, only a grant coded as an acquisition and several holding or derivative entries. The reported activity primarily reflects a director stock award and the existing structure of his direct, indirect, and derivative positions.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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