EMBRY TALTON R 4
4 · FIRST UNION REAL ESTATE EQUITY & MORTGAGE INVESTMENTS · Filed Dec 30, 2004
Insider Transaction Report
Form 4
EMBRY TALTON R
Director
Transactions
- Gift
Common Shares of Beneficial Interest
2004-12-29−17,317→ 1,162,585 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.