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4//SEC Filing

EMBRY TALTON R 4

Accession 0000931017-04-000025

CIK 0000037008other

Filed

Dec 29, 7:00 PM ET

Accepted

Dec 30, 9:22 AM ET

Size

6.6 KB

Accession

0000931017-04-000025

Insider Transaction Report

Form 4
Period: 2004-12-29
Transactions
  • Gift

    Common Shares of Beneficial Interest

    2004-12-2917,3171,162,585 total(indirect: see)
Footnotes (4)
  • [F1]The Reporting Person is the Chairman and Chief Investment Officer of Magten Asset Management Corp. ("Magten"), an investment advisor which has voting power and investment power with respect to the securities of its clients' accounts
  • [F2]The Reporting Person is a member of the Board of Trustees of the Issuer. This report shall not be deemed an admission that the Reporting Person is subject to Section 16 with respect to such securities.
  • [F3]31,264 of such shares are held in an IRA for the benefit of the Reporting Person, 31,073 of such shares are held in an IRA for the benefit of the Reporting Person's spouse and 44,458 are held in a trust account in which the Reporting Person is the trustee for the Reporting Person's minor son.
  • [F4]The remaining shares are owned beneficially by discretionary accounts managed by the Reporting Person. The Reporting Person disclaims any beneficial ownership of any such securities reported herein for purposes of Section 16 or for any other purposes. Nonetheless, the entire amount of securities held in the accounts has been reported herein.

Issuer

FIRST UNION REAL ESTATE EQUITY & MORTGAGE INVESTMENTS

CIK 0000037008

Entity typeother

Related Parties

1
  • filerCIK 0001025165

Filing Metadata

Form type
4
Filed
Dec 29, 7:00 PM ET
Accepted
Dec 30, 9:22 AM ET
Size
6.6 KB