Form 4: UMH Properties Executive Gifts Shares

Sentiment:

Insider Transaction Report


Daniel O. Landy, EVP and President of OZ Fund at UMH Properties, Inc., reported an intra-family gift transfer of 1,185 common shares.

Summary

  • Daniel O. Landy, an Executive Vice President and President of OZ Fund at UMH Properties, Inc. (UMH), reported a transaction on January 5, 2026.
  • The transaction involved an intra-family gift transfer of 1,185 shares of UMH Properties, Inc. common stock.
  • The shares were valued at $15.9 per share at the time of the gift.
  • Following this transaction, Daniel O. Landy directly beneficially owns 94,657.59 shares of UMH Properties, Inc. common stock.
  • Indirect beneficial ownership includes 50,060.12 shares through The Landy 2022 Family Trust, 37,903 shares through Juniper Plaza Associates, LTD., 16,220 shares through Samuel Landy Family LTD Partnership, and 24,670 shares through Windsor Industrial Park Associates, LTD.
  • Additionally, 900 shares of UMH Properties, Inc. Preferred D stock are indirectly owned through Windsor Industrial Park Associates, LTD.
  • The filing also details various derivative securities (stock options) held directly by Daniel O. Landy, with exercise prices ranging from $9.70 to $23.81 and expiration dates extending from March 25, 2030, to June 16, 2035.

Sentiment

Score: 6

Explanation: The filing reports an intra-family gift transfer, which is a neutral event for the company's operational performance. However, the executive retains significant direct and indirect beneficial ownership, including a substantial number of derivative securities, indicating continued alignment with shareholder interests.

Positives

  • The executive, Daniel O. Landy, maintains significant direct and indirect beneficial ownership in UMH Properties, Inc., including a substantial number of common shares and derivative securities, indicating continued alignment with shareholder interests.

Risks

  • No specific risks related to company operations or financial health are disclosed in this Form 4 filing, as it pertains solely to an insider transaction.

Future Outlook

This Form 4 filing does not contain any forward-looking statements or guidance regarding UMH Properties, Inc.'s future performance or strategic outlook.

Industry Context

This filing is an insider transaction report, which primarily reflects changes in an executive's personal holdings rather than broader industry trends or competitive positioning. It provides transparency into executive ownership but does not offer insights into the real estate investment trust (REIT) sector or UMH Properties' specific market dynamics.

Related Party Transactions

  • The filing details an intra-family gift transfer of 1,185 shares of UMH Properties, Inc. common stock by Daniel O. Landy.

Stakeholder Impact

  • Shareholders: The transaction represents a minor change in the direct beneficial ownership of a key executive, but the executive retains substantial holdings, which may be viewed positively as continued alignment of interests.
  • Employees, Customers, Suppliers, Creditors: This type of insider transaction typically has no direct or material impact on these stakeholder groups.

Key Dates

DateDescription
12/10/2019Date exercisable and expiration date for 25,000 derivative securities with an exercise price of $12.94.
07/09/2019Date exercisable and expiration date for 10,000 derivative securities with an exercise price of $15.75.
04/02/2019Date exercisable and expiration date for 1,000 derivative securities with an exercise price of $13.09.
04/02/2020Date exercisable and expiration date for 100,000 derivative securities with an exercise price of $13.90.
03/25/2021Date exercisable and expiration date for 71,760 derivative securities with an exercise price of $9.70.
07/14/2022Date exercisable and expiration date for 100,000 derivative securities with an exercise price of $22.57.
02/08/2023Date exercisable and expiration date for 78,100 derivative securities with an exercise price of $23.81.
03/21/2024Date exercisable and expiration date for 75,000 derivative securities with an exercise price of $14.36.
03/26/2025Date exercisable and expiration date for 75,000 derivative securities with an exercise price of $15.66.
01/05/2026Date of earliest transaction (intra-family gift transfer).
01/06/2026Signature date of the reporting person.
06/16/2026Date exercisable and expiration date for 50,000 derivative securities with an exercise price of $16.86.
12/10/2028Expiration date for 25,000 derivative securities with an exercise price of $12.94.
07/09/2028Expiration date for 10,000 derivative securities with an exercise price of $15.75.
04/02/2028Expiration date for 1,000 derivative securities with an exercise price of $13.09.
04/02/2029Expiration date for 100,000 derivative securities with an exercise price of $13.90.
03/25/2030Expiration date for 71,760 derivative securities with an exercise price of $9.70.
07/14/2031Expiration date for 100,000 derivative securities with an exercise price of $22.57.
03/28/2032Expiration date for 78,100 derivative securities with an exercise price of $23.81.
03/21/2033Expiration date for 75,000 derivative securities with an exercise price of $14.36.
03/26/2034Expiration date for 75,000 derivative securities with an exercise price of $15.66.
06/16/2035Expiration date for 50,000 derivative securities with an exercise price of $16.86.

Recommendation

hold

This Form 4 reports an intra-family gift transfer of a relatively small number of shares by an executive. While it changes the direct beneficial ownership, it does not reflect on the company's operational performance or future prospects. The executive retains substantial direct and indirect holdings, including numerous derivative securities, suggesting continued long-term interest. Therefore, the filing itself does not provide a basis for a change in investment recommendation, and a 'hold' stance is appropriate based solely on this information.

Keywords

UMH Properties, UMH, Daniel O. Landy, Form 4, insider transaction, gift transfer, beneficial ownership, executive ownership, stock options

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