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WPC

W. P. Carey Inc.

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3333
SEC CIK
0001025378
Parsed reports
334

Last 12 months

Inside the activity.

0 purchase rows · 1 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202601
Jun 202600
Jul 202600
Aug 202600
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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
October 01, 2025 Filed Oct 3, 2025 20:19 UTC
GASS RHONDADirector
GrantCommon Stock 401 $68.47 $27,456.47
Disclosure

SEC source: 0001025378-25-000137 · wk-form4_1759522788.xml · nonDerivative · entry 1

GASS RHONDA · CIK 0001560682 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,345

F1 · kind: Represents the Issuer's common stock in the form of shares granted under the Issuer's Non-Employee Director Stock Election Plan in lieu of director fees pursuant to the director's election, which will be paid at the end of the deferral period selected by the reporting person.

F2 · balance_after: Includes 93 dividend equivalent rights ("DERs") related to dividends received on deferred shares granted under the Issuer's Deferred Compensation Plan for Non-Employee Directors. These DERs become payable at the end of the deferred period selected by the reporting person. Each DER is the economic equivalent of one share of the Issuer's common stock.

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:17 UTC GrantCommon Stock 438 $68.47 $29,989.86
Disclosure

SEC source: 0001025378-25-000136 · wk-form4_1759522648.xml · nonDerivative · entry 1

ALEXANDER MARK A · CIK 0001212607 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,095.359

F1 · kind: Represents the Issuer's common stock in the form of shares granted under the Issuer's Non-Employee Director Stock Election Plan in lieu of director fees pursuant to the director's election.

F2 · balance_after: Includes 258.359 shares previously acquired under a dividend reinvestment program.

Read SEC document
August 26, 2025 Filed Aug 27, 2025 20:16 UTC
Zander Brian HChief Accounting Officer
SaleCommon Stock 500 $66.15 $33,072.50
Disclosure

SEC source: 0001952016-25-000003 · wk-form4_1756325762.xml · nonDerivative · entry 1

Zander Brian H · CIK 0001952016 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,425.3673

Read SEC document
July 01, 2025 Filed Jul 2, 2025 20:18 UTC GrantCommon Stock 2,778 $0.00 $0.00
Disclosure

SEC source: 0001025378-25-000108 · wk-form4_1751487502.xml · nonDerivative · entry 1

FLANAGAN ROBERT J · CIK 0001251512 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,638

F1 · kind: Represents an annual award of restricted shares granted under the Issuer's Amended and Restated 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date. The underlying shares of the Issuer's common stock will be paid at the end of the deferral period selected by the reporting person under the Issuer's Deferred Compensation Plan for Non-Employee Directors.

F1 · price: Represents an annual award of restricted shares granted under the Issuer's Amended and Restated 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date. The underlying shares of the Issuer's common stock will be paid at the end of the deferral period selected by the reporting person under the Issuer's Deferred Compensation Plan for Non-Employee Directors.

F2 · balance_after: Includes 147 dividend equivalent rights ("DERs") related to dividends received on deferred shares granted under the Issuer's Deferred Compensation Plan for Non-Employee Directors. These DERs become payable at the end of the deferral period selected by the reporting person. Each DER is the economic equivalent of one share of the Issuer's common stock.

Read SEC document
July 01, 2025 Filed Jul 2, 2025 20:17 UTC GrantCommon Stock 2,778 $0.00 $0.00
Disclosure

SEC source: 0001025378-25-000107 · wk-form4_1751487449.xml · nonDerivative · entry 1

Farrell Peter · CIK 0001317696 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,214

F1 · kind: Represents an annual award of restricted shares granted under the Issuer's Amended and Restated 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date. The underlying shares of the Issuer's common stock will be paid at the end of the deferral period selected by the reporting person under the Issuer's Deferred Compensation Plan for Non-Employee Directors.

F1 · price: Represents an annual award of restricted shares granted under the Issuer's Amended and Restated 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date. The underlying shares of the Issuer's common stock will be paid at the end of the deferral period selected by the reporting person under the Issuer's Deferred Compensation Plan for Non-Employee Directors.

F2 · balance_after: Includes 147 dividend equivalent rights ("DERs") related to dividends received on deferred shares granted under the Issuer's Deferred Compensation Plan for Non-Employee Directors. These DERs become payable at the end of the deferral period selected by the reporting person. Each DER is the economic equivalent of one share of the Issuer's common stock.

Read SEC document
July 01, 2025 Filed Jul 2, 2025 20:16 UTC
GASS RHONDADirector
GrantCommon Stock 436 $62.99 $27,463.64
Disclosure

SEC source: 0001025378-25-000106 · wk-form4_1751487378.xml · nonDerivative · entry 2

GASS RHONDA · CIK 0001560682 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,851

F3 · kind: Represents the Issuer's common stock in the form of shares granted under the Issuer's Non-Employee Director Stock Election Plan in lieu of director fees pursuant to the director's election, which will be paid at the end of the deferral period selected by the reporting person.

Read SEC document
July 01, 2025 Filed Jul 2, 2025 20:16 UTC
GASS RHONDADirector
GrantCommon Stock 2,778 $0.00 $0.00
Disclosure

SEC source: 0001025378-25-000106 · wk-form4_1751487378.xml · nonDerivative · entry 1

GASS RHONDA · CIK 0001560682 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,415

F1 · kind: Represents an annual award of restricted shares granted under the Issuer's Amended and Restated 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date. The underlying shares of the Issuer's common stock will be paid at the end of the deferral period selected by the reporting person under the Issuer's Deferred Compensation Plan for Non-Employee Directors.

F1 · price: Represents an annual award of restricted shares granted under the Issuer's Amended and Restated 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date. The underlying shares of the Issuer's common stock will be paid at the end of the deferral period selected by the reporting person under the Issuer's Deferred Compensation Plan for Non-Employee Directors.

F2 · balance_after: Includes 86 dividend equivalent rights ("DERs") related to dividends received on deferred shares granted under the Issuer's Deferred Compensation Plan for Non-Employee Directors. These DERs become payable at the end of the deferral period selected by the reporting person. Each DER is the economic equivalent of one share of the Issuer's common stock.

Read SEC document
July 01, 2025 Filed Jul 2, 2025 20:15 UTC GrantCommon Stock 2,778 $0.00 $0.00
Disclosure

SEC source: 0001025378-25-000105 · wk-form4_1751487301.xml · nonDerivative · entry 1

Niehaus Christopher · CIK 0001685581 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,916.656

F1 · kind: Represents an annual award of restricted shares granted under the Issuer's Amended and Restated 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date. The underlying shares of the Issuer's common stock will be paid at the end of the deferral period selected by the reporting person under the Issuer's Deferred Compensation Plan for Non-Employee Directors.

F1 · price: Represents an annual award of restricted shares granted under the Issuer's Amended and Restated 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date. The underlying shares of the Issuer's common stock will be paid at the end of the deferral period selected by the reporting person under the Issuer's Deferred Compensation Plan for Non-Employee Directors.

F2 · balance_after: Includes 1,253.875 shares previously acquired under a dividend reinvestment program and 147 dividend equivalent rights ("DERs") related to dividends received on deferred shares granted under the Issuer's Deferred Compensation Plan for Non-Employee Directors. These DERs become payable at the end of the deferral period selected by the reporting person. Each DER is the economic equivalent of one share of the Issuer's common stock.

Read SEC document
July 01, 2025 Filed Jul 2, 2025 20:14 UTC GrantCommon Stock 476 $62.99 $29,983.24
Disclosure

SEC source: 0001025378-25-000104 · wk-form4_1751487245.xml · nonDerivative · entry 2

ALEXANDER MARK A · CIK 0001212607 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,399

F2 · kind: Represents the Issuer's common stock in the form of shares granted under the Issuer's Non-Employee Director Stock Election Plan in lieu of director fees pursuant to the director's election.

Read SEC document
July 01, 2025 Filed Jul 2, 2025 20:14 UTC GrantCommon Stock 2,778 $0.00 $0.00
Disclosure

SEC source: 0001025378-25-000104 · wk-form4_1751487245.xml · nonDerivative · entry 1

ALEXANDER MARK A · CIK 0001212607 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,923

F1 · kind: Represents an annual award of restricted shares granted under the Issuer's Amended and Restated 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date.

F1 · price: Represents an annual award of restricted shares granted under the Issuer's Amended and Restated 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date.

Read SEC document
July 01, 2025 Filed Jul 2, 2025 20:13 UTC Tax withholdingCommon Stock 961 $62.99 $60,533.39
Disclosure

SEC source: 0001025378-25-000103 · wk-form4_1751487176.xml · nonDerivative · entry 2

Beier Constantin H. · CIK 0001916683 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,491

F2 · kind: Represents shares withheld upon the vesting of restricted stock granted on July 1, 2024 in order to satisfy the reporting person's tax withholding obligation upon such vesting.

Read SEC document
July 01, 2025 Filed Jul 2, 2025 20:13 UTC GrantCommon Stock 2,778 $0.00 $0.00
Disclosure

SEC source: 0001025378-25-000103 · wk-form4_1751487176.xml · nonDerivative · entry 1

Beier Constantin H. · CIK 0001916683 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,452

F1 · kind: Represents an annual award of restricted shares granted under the Issuer's Amended and Restated 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date.

F1 · price: Represents an annual award of restricted shares granted under the Issuer's Amended and Restated 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date.

Read SEC document
July 01, 2025 Filed Jul 2, 2025 20:12 UTC Tax withholdingCommon Stock 961 $62.99 $60,533.39
Disclosure

SEC source: 0001025378-25-000102 · wk-form4_1751487117.xml · nonDerivative · entry 2

Talma Stheeman Mechthild Elisabeth · CIK 0001953436 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,522

F2 · kind: Represents shares withheld upon the vesting of restricted stock granted on July 1, 2024 in order to satisfy the reporting person's tax withholding obligation upon such vesting.

Read SEC document
July 01, 2025 Filed Jul 2, 2025 20:12 UTC GrantCommon Stock 2,778 $0.00 $0.00
Disclosure

SEC source: 0001025378-25-000102 · wk-form4_1751487117.xml · nonDerivative · entry 1

Talma Stheeman Mechthild Elisabeth · CIK 0001953436 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,483

F1 · kind: Represents an annual award of restricted shares granted under the Issuer's Amended and Restated 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date.

F1 · price: Represents an annual award of restricted shares granted under the Issuer's Amended and Restated 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date.

Read SEC document
July 01, 2025 Filed Jul 2, 2025 20:10 UTC GrantCommon Stock 2,778 $0.00 $0.00
Disclosure

SEC source: 0001025378-25-000101 · wk-form4_1751487031.xml · nonDerivative · entry 1

LEWIS MARGARET G · CIK 0001515027 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,046

F1 · kind: Represents an annual award of restricted shares granted under the Issuer's Amended and Restated 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date.

F1 · price: Represents an annual award of restricted shares granted under the Issuer's Amended and Restated 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date.

Read SEC document
July 01, 2025 Filed Jul 2, 2025 20:09 UTC GrantCommon Stock 2,778 $0.00 $0.00
Disclosure

SEC source: 0001025378-25-000100 · wk-form4_1751486949.xml · nonDerivative · entry 1

CALAWAY TONIT M · CIK 0001483815 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,272

F1 · kind: Represents an annual award of restricted shares granted under the Issuer's Amended and Restated 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date.

F1 · price: Represents an annual award of restricted shares granted under the Issuer's Amended and Restated 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:15 UTC
GASS RHONDADirector
GrantCommon Stock 436 $63.03 $27,481.08
Disclosure

SEC source: 0001025378-25-000054 · wk-form4_1743711350.xml · nonDerivative · entry 1

GASS RHONDA · CIK 0001560682 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,551

F1 · kind: Represents the Issuer's common stock in the form of shares granted under the Issuer's Non-Employee Director Stock Election Plan in lieu of director fees pursuant to the director's election, which will be paid at the end of the deferral period selected by the reporting person.

F2 · balance_after: Includes 88 dividend equivalent rights ("DERs") related to dividends received on deferred shares granted under the Issuer's Deferred Compensation Plan for Non-Employee Directors. These DERs become payable at the end of the deferral period selected by the reporting person. Each DER is the economic equivalent of one share of the Issuer's common stock.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:16 UTC GrantCommon Stock 475 $63.03 $29,939.25
Disclosure

SEC source: 0001025378-25-000055 · wk-form4_1743711361.xml · nonDerivative · entry 1

ALEXANDER MARK A · CIK 0001212607 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,145

F1 · kind: Represents the Issuer's common stock in the form of shares granted under the Issuer's Non-Employee Director Stock Election Plan in lieu of director fees pursuant to the director's election.

F2 · balance_after: Includes 268 shares previously acquired under a dividend reinvestment program.

Read SEC document
February 15, 2025 Filed Feb 19, 2025 21:21 UTC Tax withholdingCommon Stock 1,441 $58.69 $84,572.29
Disclosure

SEC source: 0001025378-25-000039 · wk-form4_1740000079.xml · nonDerivative · entry 5

Sanzone ToniAnn · CIK 0001646363 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 160,897

F4 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of RSUs originally granted on January 23, 2024, with a three-year vesting period beginning on February 15, 2025.

F4 · price: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of RSUs originally granted on January 23, 2024, with a three-year vesting period beginning on February 15, 2025.

Read SEC document
February 15, 2025 Filed Feb 19, 2025 21:21 UTC Tax withholdingCommon Stock 555 $58.69 $32,572.95
Disclosure

SEC source: 0001025378-25-000039 · wk-form4_1740000079.xml · nonDerivative · entry 4

Sanzone ToniAnn · CIK 0001646363 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 162,338

F4 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of RSUs originally granted on January 23, 2024, with a three-year vesting period beginning on February 15, 2025.

F4 · price: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of RSUs originally granted on January 23, 2024, with a three-year vesting period beginning on February 15, 2025.

Read SEC document
February 15, 2025 Filed Feb 19, 2025 21:21 UTC Tax withholdingCommon Stock 12 $58.69 $704.28
Disclosure

SEC source: 0001025378-25-000039 · wk-form4_1740000079.xml · nonDerivative · entry 3

Sanzone ToniAnn · CIK 0001646363 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 162,893

F3 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of RSUs originally granted on November 8, 2023, with a three-year vesting period beginning on February 15, 2024.

F3 · price: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of RSUs originally granted on November 8, 2023, with a three-year vesting period beginning on February 15, 2024.

Read SEC document
February 15, 2025 Filed Feb 19, 2025 21:21 UTC Tax withholdingCommon Stock 1,076 $58.69 $63,150.44
Disclosure

SEC source: 0001025378-25-000039 · wk-form4_1740000079.xml · nonDerivative · entry 2

Sanzone ToniAnn · CIK 0001646363 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 162,905

F2 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of RSUs originally granted on January 24, 2023, with a three-year vesting period beginning on February 15, 2024.

F2 · price: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of RSUs originally granted on January 24, 2023, with a three-year vesting period beginning on February 15, 2024.

Read SEC document
February 15, 2025 Filed Feb 19, 2025 21:21 UTC Tax withholdingCommon Stock 1,109 $58.69 $65,087.21
Disclosure

SEC source: 0001025378-25-000039 · wk-form4_1740000079.xml · nonDerivative · entry 1

Sanzone ToniAnn · CIK 0001646363 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 163,981

F1 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of Restricted Stock Units ("RSUs") originally granted on January 12, 2022, with a three-year vesting period beginning on February 15, 2023.

F1 · price: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of Restricted Stock Units ("RSUs") originally granted on January 12, 2022, with a three-year vesting period beginning on February 15, 2023.

Read SEC document
February 15, 2025 Filed Feb 19, 2025 21:21 UTC
Gordon Brooks G.Managing Director
Tax withholdingCommon Stock 1,038 $58.69 $60,920.22
Disclosure

SEC source: 0001025378-25-000038 · wk-form4_1740000068.xml · nonDerivative · entry 4

Gordon Brooks G. · CIK 0001728823 · Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 149,924.3144

F3 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of RSUs originally granted on January 23, 2024, with a three-year vesting period beginning on February 15, 2025.

F3 · price: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of RSUs originally granted on January 23, 2024, with a three-year vesting period beginning on February 15, 2025.

Read SEC document
February 15, 2025 Filed Feb 19, 2025 21:21 UTC
Gordon Brooks G.Managing Director
Tax withholdingCommon Stock 516 $58.69 $30,284.04
Disclosure

SEC source: 0001025378-25-000038 · wk-form4_1740000068.xml · nonDerivative · entry 3

Gordon Brooks G. · CIK 0001728823 · Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 150,962.3144

F3 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of RSUs originally granted on January 23, 2024, with a three-year vesting period beginning on February 15, 2025.

F3 · price: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of RSUs originally granted on January 23, 2024, with a three-year vesting period beginning on February 15, 2025.

Read SEC document
February 15, 2025 Filed Feb 19, 2025 21:21 UTC
Gordon Brooks G.Managing Director
Tax withholdingCommon Stock 648 $58.69 $38,031.12
Disclosure

SEC source: 0001025378-25-000038 · wk-form4_1740000068.xml · nonDerivative · entry 2

Gordon Brooks G. · CIK 0001728823 · Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 151,478.3144

F2 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of RSUs originally granted on January 24, 2023, with a three-year vesting period beginning on February 15, 2024.

F2 · price: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of RSUs originally granted on January 24, 2023, with a three-year vesting period beginning on February 15, 2024.

Read SEC document
February 15, 2025 Filed Feb 19, 2025 21:21 UTC
Gordon Brooks G.Managing Director
Tax withholdingCommon Stock 620 $58.69 $36,387.80
Disclosure

SEC source: 0001025378-25-000038 · wk-form4_1740000068.xml · nonDerivative · entry 1

Gordon Brooks G. · CIK 0001728823 · Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 152,126.3144

F1 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of Restricted Stock Units ("RSUs") originally granted on January 12, 2022, with a three-year vesting period beginning on February 15, 2023.

F1 · price: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of Restricted Stock Units ("RSUs") originally granted on January 12, 2022, with a three-year vesting period beginning on February 15, 2023.

Read SEC document
February 15, 2025 Filed Feb 19, 2025 21:21 UTC
Fox Jason E.Director · CEO · President
Tax withholdingCommon Stock 19 $58.69 $1,115.11
Disclosure

SEC source: 0001025378-25-000037 · wk-form4_1740000056.xml · nonDerivative · entry 2

Fox Jason E. · CIK 0001523546 · Director · CEO · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,026,269

F2 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of RSUs originally granted on November 9, 2022, with a three-year vesting period beginning on February 15, 2023.

F2 · price: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of RSUs originally granted on November 9, 2022, with a three-year vesting period beginning on February 15, 2023.

Read SEC document
February 15, 2025 Filed Feb 19, 2025 21:21 UTC
Fox Jason E.Director · CEO · President
Tax withholdingCommon Stock 7,812 $58.69 $458,486.28
Disclosure

SEC source: 0001025378-25-000037 · wk-form4_1740000056.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CEO · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,026,288

F1 · shares: Represents the payment of tax liability by withholding shares in connection with the settlement of partnership equity unit plan awards that were converted to Restricted Stock Units ("RSUs") on June 15, 2009, which vested in full on that date but were deferred until February 15, 2025.

F1 · price: Represents the payment of tax liability by withholding shares in connection with the settlement of partnership equity unit plan awards that were converted to Restricted Stock Units ("RSUs") on June 15, 2009, which vested in full on that date but were deferred until February 15, 2025.

Read SEC document
February 15, 2025 Filed Feb 19, 2025 21:20 UTC
Zander Brian HChief Accounting Officer
Tax withholdingCommon Stock 158 $58.69 $9,273.02
Disclosure

SEC source: 0001025378-25-000036 · wk-form4_1740000044.xml · nonDerivative · entry 2

Zander Brian H · CIK 0001952016 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,925.3673

F2 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of RSUs originally granted on January 24, 2023, with a three-year vesting period beginning on February 15, 2024.

F2 · price: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of RSUs originally granted on January 24, 2023, with a three-year vesting period beginning on February 15, 2024.

Read SEC document
February 15, 2025 Filed Feb 19, 2025 21:20 UTC
Zander Brian HChief Accounting Officer
Tax withholdingCommon Stock 110 $58.69 $6,455.90
Disclosure

SEC source: 0001025378-25-000036 · wk-form4_1740000044.xml · nonDerivative · entry 1

Zander Brian H · CIK 0001952016 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,083.3673

F1 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of Restricted Stock Units ("RSUs") originally granted on January 12, 2022, with a three-year vesting period beginning on February 15, 2023.

F1 · price: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of Restricted Stock Units ("RSUs") originally granted on January 12, 2022, with a three-year vesting period beginning on February 15, 2023.

Read SEC document
February 07, 2025 Filed Feb 11, 2025 21:21 UTC
Gordon Brooks G.Managing Director
Tax withholdingCommon Stock 4,991 $56.07 $279,845.37
Disclosure

SEC source: 0001025378-25-000028 · wk-form4_1739308857.xml · nonDerivative · entry 2

Gordon Brooks G. · CIK 0001728823 · Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 152,746.3144

F2 · kind: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of performance stock units originally granted on January 12, 2022.

F2 · price: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of performance stock units originally granted on January 12, 2022.

Read SEC document
February 07, 2025 Filed Feb 11, 2025 21:21 UTC
Gordon Brooks G.Managing Director
GrantCommon Stock 12,142 $0.00 $0.00
Disclosure

SEC source: 0001025378-25-000028 · wk-form4_1739308857.xml · nonDerivative · entry 1

Gordon Brooks G. · CIK 0001728823 · Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 157,737.3144

F1 · kind: Represents the vesting of performance share units granted on January 12, 2022, with a three-year performance cycle.

F1 · price: Represents the vesting of performance share units granted on January 12, 2022, with a three-year performance cycle.

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February 07, 2025 Filed Feb 11, 2025 21:20 UTC
Sabatini Gino M.Managing Director
GrantCommon Stock 15,976 $0.00 $0.00
Disclosure

SEC source: 0001025378-25-000027 · wk-form4_1739308828.xml · nonDerivative · entry 1

Sabatini Gino M. · CIK 0001481913 · Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 624,128.67

F1 · kind: Represents the vesting of performance share units granted on January 12, 2022, with a three-year performance cycle, with the underlying shares of Common Stock to be paid at the end of the deferral period selected by the reporting person.

F1 · price: Represents the vesting of performance share units granted on January 12, 2022, with a three-year performance cycle, with the underlying shares of Common Stock to be paid at the end of the deferral period selected by the reporting person.

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February 07, 2025 Filed Feb 11, 2025 21:20 UTC GrantCommon Stock 24,284 $0.00 $0.00
Disclosure

SEC source: 0001025378-25-000026 · wk-form4_1739308801.xml · nonDerivative · entry 1

Sanzone ToniAnn · CIK 0001646363 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 165,090

F1 · kind: Represents the vesting of performance share units granted on January 12, 2022, with a three-year performance cycle, with the underlying shares of Common Stock to be paid at the end of the deferral period selected by the reporting person.

F1 · price: Represents the vesting of performance share units granted on January 12, 2022, with a three-year performance cycle, with the underlying shares of Common Stock to be paid at the end of the deferral period selected by the reporting person.

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February 07, 2025 Filed Feb 11, 2025 21:19 UTC
Fox Jason E.Director · CEO · President
GrantCommon Stock 76,687 $0.00 $0.00
Disclosure

SEC source: 0001025378-25-000024 · wk-form4_1739308750.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CEO · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,034,100

F1 · kind: Represents the vesting of performance share units granted on January 12, 2022, with a three-year performance cycle, with the underlying shares of Common Stock to be paid at the end of the deferral period selected by the reporting person.

F1 · price: Represents the vesting of performance share units granted on January 12, 2022, with a three-year performance cycle, with the underlying shares of Common Stock to be paid at the end of the deferral period selected by the reporting person.

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January 21, 2025 Filed Jan 23, 2025 21:46 UTC
Zander Brian HChief Accounting Officer
GrantCommon Stock 3,956 $0.00 $0.00
Disclosure

SEC source: 0001025378-25-000018 · wk-form4_1737668764.xml · nonDerivative · entry 1

Zander Brian H · CIK 0001952016 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,193.3673

F1 · kind: Represents restricted share units ("RSUs") granted under the Issuer's Long Term Incentive Plan. These RSUs are scheduled to vest in three equal annual installments beginning on February 15, 2026, and ending on February 15, 2028, and are convertible on a one-for-one basis into shares of the Issuer's Common Stock.

F1 · shares: Represents restricted share units ("RSUs") granted under the Issuer's Long Term Incentive Plan. These RSUs are scheduled to vest in three equal annual installments beginning on February 15, 2026, and ending on February 15, 2028, and are convertible on a one-for-one basis into shares of the Issuer's Common Stock.

F1 · price: Represents restricted share units ("RSUs") granted under the Issuer's Long Term Incentive Plan. These RSUs are scheduled to vest in three equal annual installments beginning on February 15, 2026, and ending on February 15, 2028, and are convertible on a one-for-one basis into shares of the Issuer's Common Stock.

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January 21, 2025 Filed Jan 23, 2025 21:45 UTC
Gordon Brooks G.Managing Director
GrantCommon Stock 7,385 $0.00 $0.00
Disclosure

SEC source: 0001025378-25-000016 · wk-form4_1737668721.xml · nonDerivative · entry 1

Gordon Brooks G. · CIK 0001728823 · Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 145,595.3144

F1 · kind: Represents restricted share units ("RSUs") granted under the Issuer's Long Term Incentive Plan. These RSUs are scheduled to vest in three equal annual installments beginning on February 15, 2026, and ending on February 15, 2028, and are convertible on a one-for-one basis into shares of the Issuer's Common Stock.

F1 · shares: Represents restricted share units ("RSUs") granted under the Issuer's Long Term Incentive Plan. These RSUs are scheduled to vest in three equal annual installments beginning on February 15, 2026, and ending on February 15, 2028, and are convertible on a one-for-one basis into shares of the Issuer's Common Stock.

F1 · price: Represents restricted share units ("RSUs") granted under the Issuer's Long Term Incentive Plan. These RSUs are scheduled to vest in three equal annual installments beginning on February 15, 2026, and ending on February 15, 2028, and are convertible on a one-for-one basis into shares of the Issuer's Common Stock.

F2 · balance_after: Includes 7,082.5088 shares previously acquired under a dividend reinvestment program.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 21:44 UTC
Sabatini Gino M.Managing Director
GrantCommon Stock 9,495 $0.00 $0.00
Disclosure

SEC source: 0001025378-25-000014 · wk-form4_1737668676.xml · nonDerivative · entry 1

Sabatini Gino M. · CIK 0001481913 · Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 608,152.67

F1 · kind: Represents restricted share units ("RSUs") granted under the Issuer's Long Term Incentive Plan. These RSUs are scheduled to vest in three equal annual installments beginning on February 15, 2026, and ending on February 15, 2028, and are convertible on a one-for-one basis into shares of the Issuer's Common Stock.

F1 · shares: Represents restricted share units ("RSUs") granted under the Issuer's Long Term Incentive Plan. These RSUs are scheduled to vest in three equal annual installments beginning on February 15, 2026, and ending on February 15, 2028, and are convertible on a one-for-one basis into shares of the Issuer's Common Stock.

F1 · price: Represents restricted share units ("RSUs") granted under the Issuer's Long Term Incentive Plan. These RSUs are scheduled to vest in three equal annual installments beginning on February 15, 2026, and ending on February 15, 2028, and are convertible on a one-for-one basis into shares of the Issuer's Common Stock.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 21:43 UTC GrantCommon Stock 16,880 $0.00 $0.00
Disclosure

SEC source: 0001025378-25-000012 · wk-form4_1737668628.xml · nonDerivative · entry 1

Sanzone ToniAnn · CIK 0001646363 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 140,806

F1 · kind: Represents restricted share units ("RSUs") granted under the Issuer's Long Term Incentive Plan. These RSUs are scheduled to vest in three equal annual installments beginning on February 15, 2026, and ending on February 15, 2028, and are convertible on a one-for-one basis into shares of the Issuer's Common Stock.

F1 · shares: Represents restricted share units ("RSUs") granted under the Issuer's Long Term Incentive Plan. These RSUs are scheduled to vest in three equal annual installments beginning on February 15, 2026, and ending on February 15, 2028, and are convertible on a one-for-one basis into shares of the Issuer's Common Stock.

F1 · price: Represents restricted share units ("RSUs") granted under the Issuer's Long Term Incentive Plan. These RSUs are scheduled to vest in three equal annual installments beginning on February 15, 2026, and ending on February 15, 2028, and are convertible on a one-for-one basis into shares of the Issuer's Common Stock.

F2 · balance_after: Includes 197 shares previously acquired under the Issuer's Employee Stock Purchase Plan.

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January 21, 2025 Filed Jan 23, 2025 21:43 UTC
Fox Jason E.Director · CEO · President
GrantCommon Stock 49,235 $0.00 $0.00
Disclosure

SEC source: 0001025378-25-000010 · wk-form4_1737668583.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CEO · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 957,413

F1 · kind: Represents restricted share units ("RSUs") granted under the Issuer's Long Term Incentive Plan. These RSUs are scheduled to vest in three equal annual installments beginning on February 15, 2026, and ending on February 15, 2028, and are convertible on a one-for-one basis into shares of the Issuer's Common Stock.

F1 · shares: Represents restricted share units ("RSUs") granted under the Issuer's Long Term Incentive Plan. These RSUs are scheduled to vest in three equal annual installments beginning on February 15, 2026, and ending on February 15, 2028, and are convertible on a one-for-one basis into shares of the Issuer's Common Stock.

F1 · price: Represents restricted share units ("RSUs") granted under the Issuer's Long Term Incentive Plan. These RSUs are scheduled to vest in three equal annual installments beginning on February 15, 2026, and ending on February 15, 2028, and are convertible on a one-for-one basis into shares of the Issuer's Common Stock.

Read SEC document
January 02, 2025 Filed Jan 3, 2025 21:18 UTC
GASS RHONDADirector
GrantCommon Stock 506 $54.29 $27,470.74
Disclosure

SEC source: 0001025378-25-000004 · wk-form4_1735939108.xml · nonDerivative · entry 1

GASS RHONDA · CIK 0001560682 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,027

F1 · kind: Represents the Issuer's common stock in the form of shares granted under the Issuer's Non-Employee Director Stock Election Plan in lieu of director fees pursuant to the director's election, which will be paid at the end of the deferral period selected by the reporting person.

F2 · balance_after: Includes 72 dividend equivalent rights ("DERs") related to dividends received on deferred shares granted under the Issuer's Deferred Compensation Plan for Non-Employee Directors. These DERs become payable at the end of the deferral period selected by the reporting person. Each DER is the economic equivalent of one share of the Issuer's common stock.

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January 02, 2025 Filed Jan 3, 2025 21:18 UTC GrantCommon Stock 552 $54.29 $29,968.08
Disclosure

SEC source: 0001025378-25-000003 · wk-form4_1735939087.xml · nonDerivative · entry 1

ALEXANDER MARK A · CIK 0001212607 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,402

F1 · kind: Represents the Issuer's common stock in the form of shares granted under the Issuer's Non-Employee Director Stock Election Plan in lieu of director fees pursuant to the director's election.

Read SEC document
December 02, 2024 Filed Dec 4, 2024 21:16 UTC
Fox Jason E.Director · CEO · President
GiftCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001025378-24-000150 · wk-form4_1733346971.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CEO · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 908,178

F1 · shares: Represents a gift made by the reporting person to a charitable donor-advised fund.

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November 20, 2024 Filed Nov 22, 2024 21:18 UTC
Zander Brian HChief Accounting Officer
SaleCommon Stock 440 $56.65 $24,926.00
Disclosure

SEC source: 0001025378-24-000148 · wk-form4_1732310280.xml · nonDerivative · entry 1

Zander Brian H · CIK 0001952016 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,237.3673

Read SEC document
November 13, 2024 Filed Nov 15, 2024 21:15 UTC PurchaseCommon Stock 1,000 $55.56 $55,556.10
Disclosure

SEC source: 0001025378-24-000146 · wk-form4_1731705322.xml · nonDerivative · entry 1

Farrell Peter · CIK 0001317696 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,289

Read SEC document
November 01, 2024 Filed Nov 5, 2024 21:15 UTC PurchaseCommon Stock 5,000 $55.29 $276,430.50
Disclosure

SEC source: 0001025378-24-000144 · wk-form4_1730841316.xml · nonDerivative · entry 1

ALEXANDER MARK A · CIK 0001212607 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,850

F1 · price: This transaction was executed in multiple trades at prices ranging from $55.26 to $55.335. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F2 · balance_after: Includes 237 shares previously acquired under a dividend reinvestment program.

Read SEC document
October 01, 2024 Filed Oct 2, 2024 20:15 UTC GrantCommon Stock 489 $61.32 $29,985.48
Disclosure

SEC source: 0001025378-24-000131 · wk-form4_1727900136.xml · nonDerivative · entry 1

ALEXANDER MARK A · CIK 0001212607 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,613

F1 · kind: Represents the Issuer's common stock in the form of shares granted under the Issuer's Non-Employee Director Stock Election Plan in lieu of director fees pursuant to the director's election.

Read SEC document
October 01, 2024 Filed Oct 2, 2024 20:16 UTC
GASS RHONDADirector
GrantCommon Stock 448 $61.32 $27,471.36
Disclosure

SEC source: 0001025378-24-000132 · wk-form4_1727900155.xml · nonDerivative · entry 1

GASS RHONDA · CIK 0001560682 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,449

F1 · kind: Represents the Issuer's common stock in the form of shares granted under the Issuer's Non-Employee Director Stock Election Plan in lieu of director fees pursuant to the director's election, which will be paid at the end of the deferral period selected by the reporting person.

F2 · balance_after: Includes 18 dividend equivalent rights ("DERs") related to dividends received on vested and deferred shares granted under the Issuer's Deferred Compensation Plan for Non-Employee Directors. These DERs become payable at the end of the deferral period selected by the reporting person. Each DER is the economic equivalent of one share of the Issuer's common stock.

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August 16, 2024 Filed Aug 20, 2024 20:15 UTC PurchaseCommon Stock 2,000 $57.03 $114,059.40
Disclosure

SEC source: 0001025378-24-000128 · wk-form4_1724184924.xml · nonDerivative · entry 1

ALEXANDER MARK A · CIK 0001212607 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,124

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.