Form 4: UMH Properties Executive Craig Koster Reports Share Transactions

Sentiment:

SEC Form 4 Filing


Craig Koster, EVP and General Counsel of UMH Properties, Inc., reported transactions involving company stock and derivative securities.

Summary

  • Craig Koster, an Executive Vice President and General Counsel at UMH Properties, Inc., filed a Form 4 detailing changes in his beneficial ownership of the company's securities.
  • The report includes transactions in both common stock and derivative securities, specifically stock options.
  • Koster's holdings include 108,415.2 shares of common stock, which includes 1,303.86 shares acquired through dividend reinvestment and 9,078 shares held in a 401(k).
  • He also holds various stock options with different exercise prices and expiration dates, totaling 304,000 shares.
  • The earliest transaction date reported is December 16, 2024.

Sentiment

Score: 5

Explanation: The document is a neutral regulatory filing, not indicative of positive or negative sentiment.

Industry Context

This filing is a routine disclosure of insider transactions, which is a common practice for publicly traded companies. It provides transparency into the holdings of company executives.

Comparison to Industry Standards

  • Form 4 filings are standard practice for publicly traded companies in the US, and UMH Properties' filing is consistent with these requirements.
  • The reported transactions are typical for executives who receive stock options and participate in dividend reinvestment programs.
  • Companies like Equity LifeStyle Properties (ELS) and Sun Communities (SUI), which are also in the manufactured housing REIT sector, would have similar filings from their executives.

Stakeholder Impact

  • The filing provides transparency to shareholders regarding executive ownership.
  • The information is unlikely to have a significant impact on other stakeholders.

Key Dates

DateDescription
04/04/2018Stock options for 20,000 shares exercisable until 04/04/2027 at $15.04.
04/02/2019Stock options for 20,000 shares exercisable until 04/02/2028 at $13.09.
01/02/2020Stock options for 20,000 shares exercisable until 01/02/2029 at $11.42.
03/25/2021Stock options for 30,000 shares exercisable until 03/25/2030 at $9.70.
07/14/2022Stock options for 50,000 shares exercisable until 07/14/2031 at $22.57.
03/28/2023Stock options for 39,000 shares exercisable until 03/28/2032 at $23.81.
03/21/2024Stock options for 75,000 shares exercisable until 03/21/2033 at $14.36.
12/16/2024Date of earliest transaction reported, including dividend reinvestment.
03/26/2025Stock options for 50,000 shares exercisable until 03/26/2034 at $15.66.
12/27/2024Date the form was signed.

Keywords

UMH Properties, Form 4, insider trading, stock options, beneficial ownership, Craig Koster, executive, securities, dividend reinvestment, 401k

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