Form 4: UMH Properties EVP and COO Brett Taft Discloses Latest Shareholdings and Option Grants

Sentiment:

Insider Ownership Report 30 June 2025 3:30 PM

UMH Properties, Inc.'s Executive Vice President and Chief Operating Officer, Brett Taft, has filed an SEC Form 4 detailing his beneficial ownership of 134,922.6 common shares and 394,000 derivative shares.

Summary

Brett Taft, Executive Vice President and Chief Operating Officer of UMH Properties, Inc., reported his beneficial ownership of company securities.
Directly owns 134,922.6 shares of UMH Properties, Inc. common stock.
This common stock holding includes 650.01 shares acquired through dividend reinvestment on June 16, 2025, and 8,975 shares held in a 401(k) as of June 30, 2025.
Beneficially owns 394,000 derivative securities, specifically stock options, directly.
These stock options have various exercise prices ranging from $9.70 to $23.81 and expiration dates extending from 2027 to 2035.

Sentiment

Score: 6

Explanation: The filing is a routine disclosure of executive shareholdings and option grants, indicating continued executive alignment with company performance through equity ownership. No significant positive or negative events are disclosed beyond the standard reporting of holdings.

Positives

Significant executive ownership, with Brett Taft holding 134,922.6 common shares and 394,000 derivative shares, aligns management interests with shareholder value.
The acquisition of 650.01 shares through dividend reinvestment indicates a continued commitment to increasing direct equity holdings.

Future Outlook

Industry Context

This Form 4 filing provides a routine disclosure of an executive's holdings in UMH Properties, Inc., a real estate investment trust (REIT). Such filings are standard for publicly traded companies and reflect individual executive compensation and ownership structures rather than broader industry trends or competitive positioning.

Stakeholder Impact

Shareholders: Provides transparency regarding executive ownership, which can signal management's confidence in the company's future.
Employees: No direct impact on general employees, but it reflects the compensation structure for executives.

Key Dates

Date	Description
01/02/2020	Date Exercisable and Expiration Date for 40,000 derivative securities with an exercise price of $11.42.
03/25/2021	Date Exercisable and Expiration Date for 50,000 derivative securities with an exercise price of $9.70.
07/14/2022	Date Exercisable and Expiration Date for 50,000 derivative securities with an exercise price of $22.57.
03/28/2023	Date Exercisable and Expiration Date for 39,000 derivative securities with an exercise price of $23.81.
03/21/2024	Date Exercisable and Expiration Date for 75,000 derivative securities with an exercise price of $14.36.
03/26/2024	Date Exercisable and Expiration Date for 50,000 derivative securities with an exercise price of $15.66.
06/16/2025	Date of dividend reinvestment for 650.01 shares and Date Exercisable/Expiration Date for 50,000 derivative securities with an exercise price of $16.86.
06/30/2025	Date of Form 4 filing and date for 401(k) share count.
04/04/2027	Expiration Date for 20,000 derivative securities with an exercise price of $15.04.
04/02/2028	Expiration Date for 20,000 derivative securities with an exercise price of $13.09.
01/02/2029	Expiration Date for 40,000 derivative securities with an exercise price of $11.42.
03/25/2030	Expiration Date for 50,000 derivative securities with an exercise price of $9.70.
07/14/2031	Expiration Date for 50,000 derivative securities with an exercise price of $22.57.
03/28/2032	Expiration Date for 39,000 derivative securities with an exercise price of $23.81.
03/21/2033	Expiration Date for 75,000 derivative securities with an exercise price of $14.36.
03/26/2034	Expiration Date for 50,000 derivative securities with an exercise price of $15.66.
06/16/2035	Expiration Date for 50,000 derivative securities with an exercise price of $16.86.

Recommendation

hold

Keywords

UMH Properties, UMH, Brett Taft, SEC Form 4, insider ownership, beneficial ownership, stock options, executive compensation, REIT, real estate

Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.