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WPC

W. P. Carey Inc.

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3333
SEC CIK
0001025378
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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
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Insider transactions

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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
January 23, 2024 Filed Jan 25, 2024 21:15 UTC
Fox Jason E.Director · CEO
GrantCommon Stock 43,037 $0.00 $0.00
Disclosure

SEC source: 0001025378-24-000013 · wk-form4_1706217311.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 838,609

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, 2025, and ending on February 15, 2027, 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, 2025, and ending on February 15, 2027, 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, 2025, and ending on February 15, 2027, and are convertible on a one-for-one basis into shares of the Issuer's Common Stock.

F2 · balance_after: Reflects the adjustment to the number of shares of common stock underlying previously granted RSUs. The adjustment was made to maintain the economic value of the shares of underlying the RSUs following the Issuer's spin-off of Net Lease Office Properties on November 1, 2023 (the "Spin-off"). These previously granted RSUs have the same vesting and other applicable terms and conditions as they did immediately prior to the Spin-off.

Read SEC document
January 05, 2024 Filed Jan 8, 2024 21:42 UTC OtherCommon Stock 558 $64.85 $36,186.30
Disclosure

SEC source: 0001025378-24-000003 · wk-form4_1704750126.xml · nonDerivative · entry 1

ALEXANDER MARK A · CIK 0001212607 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,584

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

F2 · balance_after: Includes 355 shares previously acquired under a dividend reinvestment program.

Read SEC document
December 14, 2023 Filed Dec 15, 2023 22:47 UTC
Zander Brian HChief Accounting Officer
SaleCommon Stock 200 $65.26 $13,052.16
Disclosure

SEC source: 0001025378-23-000114 · wk-form4_1702680421.xml · nonDerivative · entry 1

Zander Brian H · CIK 0001952016 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,224.3673

F1 · price: This transaction was executed in multiple trades at prices ranging from $65.2601 to $65.27. The price reported above reflects the weighted average sale 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 161 shares previously acquired under the Issuer's Employee Stock Purchase Plan.

F3 · balance_after: Reflects the adjustment to the number of shares of common stock underlying previously granted restricted stock units ("RSUs"). The adjustment was made to maintain the economic value of the shares of underlying the RSUs following the issuer's spin-off of Net Lease Office Properties on November 1, 2023 (the "Spin-off"). These previously granted RSUs have the same vesting and other applicable terms and conditions as they did immediately prior to the Spin-Off.

Read SEC document
November 08, 2023 Filed Nov 8, 2023 22:41 UTC GrantCommon Stock 100 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-037955 · wk-form4_1699483277.xml · nonDerivative · entry 1

Sanzone ToniAnn · CIK 0001646363 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,418

F1 · kind: Represents restricted stock units ("RSUs") granted under the Issuer's 2017 Share Incentive Plan. These RSUs are scheduled to vest in three equal installments, beginning on February 15, 2024 and ending on February 15, 2026 and are convertible on a one-for-one basis into shares of the Issuer's Common Stock.

F1 · price: Represents restricted stock units ("RSUs") granted under the Issuer's 2017 Share Incentive Plan. These RSUs are scheduled to vest in three equal installments, beginning on February 15, 2024 and ending on February 15, 2026 and are convertible on a one-for-one basis into shares of the Issuer's Common Stock.

F2 · balance_after: Includes 161 shares previously acquired under the Issuer's Employee Stock Purchase Plan.

Read SEC document
July 03, 2023 Filed Jul 5, 2023 21:47 UTC GrantCommon Stock 2,553 $0.00 $0.00
Disclosure

SEC source: 0001025378-23-000097 · wk-form4_1688593621.xml · nonDerivative · entry 2

Beier Constantin H. · CIK 0001916683 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,237

F2 · kind: Represents an award of restricted shares granted under the Issuer's 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date.

F2 · price: Represents an award of restricted shares granted under the Issuer's 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date.

Read SEC document
July 03, 2023 Filed Jul 5, 2023 21:47 UTC Tax withholdingCommon Stock 576 $68.54 $39,479.04
Disclosure

SEC source: 0001025378-23-000097 · wk-form4_1688593621.xml · nonDerivative · entry 1

Beier Constantin H. · CIK 0001916683 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,684

F1 · kind: Represents shares withheld upon the vesting of restricted stock, granted on July 1, 2022 in order to satisfy the reporting person's tax withholding obligation upon such vesting.

Read SEC document
July 03, 2023 Filed Jul 5, 2023 21:34 UTC GrantCommon Stock 2,553 $0.00 $0.00
Disclosure

SEC source: 0001025378-23-000096 · wk-form4_1688592884.xml · nonDerivative · entry 2

Talma Stheeman Mechthild Elisabeth · CIK 0001953436 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,268

F2 · kind: Represents an award of restricted shares granted under the Issuer's 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date.

F2 · price: Represents an award of restricted shares granted under the Issuer's 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date.

Read SEC document
July 03, 2023 Filed Jul 5, 2023 21:34 UTC Tax withholdingCommon Stock 307 $68.54 $21,041.78
Disclosure

SEC source: 0001025378-23-000096 · wk-form4_1688592884.xml · nonDerivative · entry 1

Talma Stheeman Mechthild Elisabeth · CIK 0001953436 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 715

F1 · kind: Represents shares withheld upon the vesting of restricted stock, granted on January 3, 2023 in order to satisfy the reporting person's tax withholding obligation upon such vesting.

Read SEC document
July 03, 2023 Filed Jul 5, 2023 21:32 UTC GrantCommon Stock 2,553 $0.00 $0.00
Disclosure

SEC source: 0001025378-23-000095 · wk-form4_1688592752.xml · nonDerivative · entry 1

Hoysradt Jean · CIK 0001603871 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,915

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

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

Read SEC document
July 03, 2023 Filed Jul 5, 2023 21:31 UTC GrantCommon Stock 2,553 $0.00 $0.00
Disclosure

SEC source: 0001025378-23-000094 · wk-form4_1688592654.xml · nonDerivative · entry 1

LEWIS MARGARET G · CIK 0001515027 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,065

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

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

Read SEC document
July 03, 2023 Filed Jul 5, 2023 21:29 UTC GrantCommon Stock 2,553 $0.00 $0.00
Disclosure

SEC source: 0001025378-23-000093 · wk-form4_1688592541.xml · nonDerivative · entry 1

CALAWAY TONIT M · CIK 0001483815 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,291

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

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

Read SEC document
July 03, 2023 Filed Jul 5, 2023 21:25 UTC GrantCommon Stock 2,553 $0.00 $0.00
Disclosure

SEC source: 0001025378-23-000091 · wk-form4_1688592323.xml · nonDerivative · entry 1

FLANAGAN ROBERT J · CIK 0001251512 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,510

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

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

Read SEC document
July 03, 2023 Filed Jul 5, 2023 21:27 UTC GrantCommon Stock 2,553 $0.00 $0.00
Disclosure

SEC source: 0001025378-23-000092 · wk-form4_1688592441.xml · nonDerivative · entry 1

ALEXANDER MARK A · CIK 0001212607 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,671

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

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

Read SEC document
July 03, 2023 Filed Jul 5, 2023 21:17 UTC GrantCommon Stock 2,553 $0.00 $0.00
Disclosure

SEC source: 0001025378-23-000090 · wk-form4_1688591823.xml · nonDerivative · entry 1

Farrell Peter · CIK 0001317696 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,086

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

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

Read SEC document
July 03, 2023 Filed Jul 5, 2023 21:14 UTC GrantCommon Stock 2,553 $0.00 $0.00
Disclosure

SEC source: 0001025378-23-000089 · wk-form4_1688591670.xml · nonDerivative · entry 1

Niehaus Christopher · CIK 0001685581 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,453.001

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

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

F2 · balance_after: Includes 971.612 shares previously acquired under a dividend investment program.

Read SEC document
July 03, 2023 Filed Jul 5, 2023 21:11 UTC GrantCommon Stock 2,553 $0.00 $0.00
Disclosure

SEC source: 0001025378-23-000088 · wk-form4_1688591489.xml · nonDerivative · entry 1

van Ommen Nick J.M. · CIK 0001523544 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,952

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

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

Read SEC document
May 02, 2023 Filed May 3, 2023 20:17 UTC PurchaseCommon Stock 1,000 $72.48 $72,479.20
Disclosure

SEC source: 0001025378-23-000084 · wf-form4_168314504615567.xml · nonDerivative · entry 1

ALEXANDER MARK A · CIK 0001212607 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,118

F1 · price: This transaction was executed in multiple trades at prices ranging from $72.46 to $72.48. 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.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 20:23 UTC
Zander Brian HChief Accounting Officer
GrantCommon Stock 50 $0.00 $0.00
Disclosure

SEC source: 0001025378-23-000063 · wf-form4_168072619905863.xml · nonDerivative · entry 1

Zander Brian H · CIK 0001952016 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,316.3673

F1 · kind: Represents restricted stock units ("RSUs") granted under the Issuer's 2017 Long Term Incentive Plan. These RSUs vested immediately upon grant and were convertible on a one-for-one basis into shares of the Issuer's Common Stock.

F1 · shares: Represents restricted stock units ("RSUs") granted under the Issuer's 2017 Long Term Incentive Plan. These RSUs vested immediately upon grant and were convertible on a one-for-one basis into shares of the Issuer's Common Stock.

F1 · price: Represents restricted stock units ("RSUs") granted under the Issuer's 2017 Long Term Incentive Plan. These RSUs vested immediately upon grant and were convertible on a one-for-one basis into shares of the Issuer's Common Stock.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 20:22 UTC
Sabatini Gino M.Managing Director
Tax withholdingCommon Stock 20 $76.27 $1,525.40
Disclosure

SEC source: 0001025378-23-000062 · wf-form4_168072614548651.xml · nonDerivative · entry 2

Sabatini Gino M. · CIK 0001481913 · Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 565,827.67

F2 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of restricted stock units referred to in footnote 1 above.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 20:22 UTC
Sabatini Gino M.Managing Director
GrantCommon Stock 50 $0.00 $0.00
Disclosure

SEC source: 0001025378-23-000062 · wf-form4_168072614548651.xml · nonDerivative · entry 1

Sabatini Gino M. · CIK 0001481913 · Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 565,847.67

F1 · kind: Represents restricted share units ("RSUs") granted under the Issuer's 2017 Long Term Incentive Plan. These RSUs vested immediately upon grant and were 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 2017 Long Term Incentive Plan. These RSUs vested immediately upon grant and were 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 2017 Long Term Incentive Plan. These RSUs vested immediately upon grant and were convertible on a one-for-one basis into shares of the Issuer's Common Stock.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 20:21 UTC
Gordon Brooks G.Managing Director
Tax withholdingCommon Stock 28 $76.27 $2,135.56
Disclosure

SEC source: 0001025378-23-000061 · wf-form4_168072608174500.xml · nonDerivative · entry 2

Gordon Brooks G. · CIK 0001728823 · Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,961.554

F2 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of restricted stock units referred to in footnote 1 above.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 20:21 UTC
Gordon Brooks G.Managing Director
GrantCommon Stock 50 $0.00 $0.00
Disclosure

SEC source: 0001025378-23-000061 · wf-form4_168072608174500.xml · nonDerivative · entry 1

Gordon Brooks G. · CIK 0001728823 · Managing Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,989.554

F1 · kind: Represents restricted stock units ("RSUs") granted under the Issuer's 2017 Long Term Incentive Plan. These RSUs vested immediately upon grant and were convertible on a one-for-one basis into shares of the Issuer's Common Stock.

F1 · shares: Represents restricted stock units ("RSUs") granted under the Issuer's 2017 Long Term Incentive Plan. These RSUs vested immediately upon grant and were convertible on a one-for-one basis into shares of the Issuer's Common Stock.

F1 · price: Represents restricted stock units ("RSUs") granted under the Issuer's 2017 Long Term Incentive Plan. These RSUs vested immediately upon grant and were convertible on a one-for-one basis into shares of the Issuer's Common Stock.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 20:19 UTC
PARK JOHN JPresident
Tax withholdingCommon Stock 26 $76.27 $1,983.02
Disclosure

SEC source: 0001025378-23-000060 · wf-form4_168072597789322.xml · nonDerivative · entry 2

PARK JOHN J · CIK 0001054812 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 606,644

F2 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of restricted stock units referred to in footnote 1 above.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 20:19 UTC
PARK JOHN JPresident
GrantCommon Stock 50 $0.00 $0.00
Disclosure

SEC source: 0001025378-23-000060 · wf-form4_168072597789322.xml · nonDerivative · entry 1

PARK JOHN J · CIK 0001054812 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 606,670

F1 · kind: Represents restricted stock units ("RSUs") granted under the Issuer's 2017 Long Term Incentive Plan. These RSUs vested immediately upon grant and were convertible on a one-for-one basis into shares of the Issuer's Common Stock.

F1 · shares: Represents restricted stock units ("RSUs") granted under the Issuer's 2017 Long Term Incentive Plan. These RSUs vested immediately upon grant and were convertible on a one-for-one basis into shares of the Issuer's Common Stock.

F1 · price: Represents restricted stock units ("RSUs") granted under the Issuer's 2017 Long Term Incentive Plan. These RSUs vested immediately upon grant and were convertible on a one-for-one basis into shares of the Issuer's Common Stock.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 20:18 UTC
Fox Jason E.Director · CEO
Tax withholdingCommon Stock 28 $76.27 $2,135.56
Disclosure

SEC source: 0001025378-23-000059 · wf-form4_168072591499542.xml · nonDerivative · entry 2

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 797,340

F2 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of restricted stock units referred to in footnote 1 above.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 20:18 UTC
Fox Jason E.Director · CEO
GrantCommon Stock 50 $0.00 $0.00
Disclosure

SEC source: 0001025378-23-000059 · wf-form4_168072591499542.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 797,368

F1 · kind: Represents restricted stock units ("RSUs") granted under the Issuer's 2017 Long Term Incentive Plan. These RSUs vested immediately upon grant and were convertible on a one-for-one basis into shares of the Issuer's Common Stock.

F1 · shares: Represents restricted stock units ("RSUs") granted under the Issuer's 2017 Long Term Incentive Plan. These RSUs vested immediately upon grant and were convertible on a one-for-one basis into shares of the Issuer's Common Stock.

F1 · price: Represents restricted stock units ("RSUs") granted under the Issuer's 2017 Long Term Incentive Plan. These RSUs vested immediately upon grant and were convertible on a one-for-one basis into shares of the Issuer's Common Stock.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 20:17 UTC Tax withholdingCommon Stock 26 $76.27 $1,983.02
Disclosure

SEC source: 0001025378-23-000058 · wf-form4_168072584285591.xml · nonDerivative · entry 2

Sanzone ToniAnn · CIK 0001646363 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,157

F2 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of restricted stock units referred to in footnote 1 above.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 20:17 UTC GrantCommon Stock 50 $0.00 $0.00
Disclosure

SEC source: 0001025378-23-000058 · wf-form4_168072584285591.xml · nonDerivative · entry 1

Sanzone ToniAnn · CIK 0001646363 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,183

F1 · kind: Represents restricted stock units ("RSUs") granted under the Issuer's 2017 Long Term Incentive Plan. These RSUs vested immediately upon grant and were convertible on a one-for-one basis into shares of the Issuer's Common Stock.

F1 · shares: Represents restricted stock units ("RSUs") granted under the Issuer's 2017 Long Term Incentive Plan. These RSUs vested immediately upon grant and were convertible on a one-for-one basis into shares of the Issuer's Common Stock.

F1 · price: Represents restricted stock units ("RSUs") granted under the Issuer's 2017 Long Term Incentive Plan. These RSUs vested immediately upon grant and were convertible on a one-for-one basis into shares of the Issuer's Common Stock.

Read SEC document
February 17, 2023 Filed Feb 17, 2023 22:13 UTC
Zander Brian HChief Accounting Officer
SaleCommon Stock 199.8157 $84.14 $16,812.01
Disclosure

SEC source: 0001025378-23-000041 · wf-form4_167667197251230.xml · nonDerivative · entry 5

Zander Brian H · CIK 0001952016 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,266.3673

Read SEC document
February 15, 2023 Filed Feb 17, 2023 22:13 UTC
Zander Brian HChief Accounting Officer
Tax withholdingCommon Stock 112 $83.63 $9,366.56
Disclosure

SEC source: 0001025378-23-000041 · wf-form4_167667197251230.xml · nonDerivative · entry 4

Zander Brian H · CIK 0001952016 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,466.183

F4 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of restricted stock units originally granted on January 12, 2022, with a three-year vesting period beginning on February 15, 2023.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 22:13 UTC
Zander Brian HChief Accounting Officer
Tax withholdingCommon Stock 14 $83.63 $1,170.82
Disclosure

SEC source: 0001025378-23-000041 · wf-form4_167667197251230.xml · nonDerivative · entry 3

Zander Brian H · CIK 0001952016 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,578.183

F3 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of restricted stock units originally granted on October 15, 2021, with a three-year vesting period beginning on February 15, 2022.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 22:13 UTC
Zander Brian HChief Accounting Officer
Tax withholdingCommon Stock 114 $83.63 $9,533.82
Disclosure

SEC source: 0001025378-23-000041 · wf-form4_167667197251230.xml · nonDerivative · entry 2

Zander Brian H · CIK 0001952016 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,592.183

F2 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of restricted stock units originally granted on January 13, 2021 with a three-year vesting period beginning on February 15, 2022.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 22:13 UTC
Zander Brian HChief Accounting Officer
Tax withholdingCommon Stock 83 $83.63 $6,941.29
Disclosure

SEC source: 0001025378-23-000041 · wf-form4_167667197251230.xml · nonDerivative · entry 1

Zander Brian H · CIK 0001952016 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,706.183

F1 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of restricted stock units originally granted on January 16, 2020, with a three-year vesting period beginning on February 15, 2021.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 22:11 UTC
PARK JOHN JPresident
Tax withholdingCommon Stock 12 $0.00 $0.00
Disclosure

SEC source: 0001025378-23-000040 · wf-form4_167667188502612.xml · nonDerivative · entry 1

PARK JOHN J · CIK 0001054812 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 606,620

F1 · kind: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of restricted stock units originally granted on November 9, 2022, with a three-year vesting period beginning on February 15, 2023.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 22:09 UTC
Fox Jason E.Director · CEO
Tax withholdingCommon Stock 14 $83.63 $1,170.82
Disclosure

SEC source: 0001025378-23-000039 · wf-form4_167667175174488.xml · nonDerivative · entry 3

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 797,318

F3 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of restricted stock units originally granted on November 9, 2022, with a three-year vesting period beginning on February 15, 2023.

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February 15, 2023 Filed Feb 17, 2023 22:09 UTC
Fox Jason E.Director · CEO
Tax withholdingCommon Stock 81,989 $0.00 $0.00
Disclosure

SEC source: 0001025378-23-000039 · wf-form4_167667175174488.xml · nonDerivative · entry 2

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 797,332

F2 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of performance stock units originally granted on January 25, 2012, with a three-year vesting period and were deferred until February 15, 2023.

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February 15, 2023 Filed Feb 17, 2023 22:09 UTC
Fox Jason E.Director · CEO
GrantCommon Stock 156,728 $0.00 $0.00
Disclosure

SEC source: 0001025378-23-000039 · wf-form4_167667175174488.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 879,321

F1 · kind: Represents the vesting of performance share units granted on January 25, 2012. The performance share units had a three-year performance cycle and were deferred until February 15, 2023.

F1 · shares: Represents the vesting of performance share units granted on January 25, 2012. The performance share units had a three-year performance cycle and were deferred until February 15, 2023.

F1 · price: Represents the vesting of performance share units granted on January 25, 2012. The performance share units had a three-year performance cycle and were deferred until February 15, 2023.

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February 15, 2023 Filed Feb 17, 2023 22:06 UTC
Gordon Brooks G.Managing Director
Tax withholdingCommon Stock 875 $83.63 $73,176.25
Disclosure

SEC source: 0001025378-23-000038 · wf-form4_167667156606207.xml · nonDerivative · entry 5

Gordon Brooks G. · CIK 0001728823 · Managing Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 108,939.554

F4 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of restricted stock units originally granted on January 12, 2022, with a three-year vesting period beginning on February 15, 2023.

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February 15, 2023 Filed Feb 17, 2023 22:06 UTC
Gordon Brooks G.Managing Director
Tax withholdingCommon Stock 14 $83.63 $1,170.82
Disclosure

SEC source: 0001025378-23-000038 · wf-form4_167667156606207.xml · nonDerivative · entry 4

Gordon Brooks G. · CIK 0001728823 · Managing Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 109,814.554

F3 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of restricted stock units originally granted on October 15, 2021, with a three-year vesting period beginning on February 15, 2022.

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February 15, 2023 Filed Feb 17, 2023 22:06 UTC
Gordon Brooks G.Managing Director
Tax withholdingCommon Stock 1,177 $83.63 $98,432.51
Disclosure

SEC source: 0001025378-23-000038 · wf-form4_167667156606207.xml · nonDerivative · entry 3

Gordon Brooks G. · CIK 0001728823 · Managing Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 109,828.554

F2 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of restricted stock units originally granted on January 13, 2021, with a three-year vesting period beginning on February 15, 2022.

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February 15, 2023 Filed Feb 17, 2023 22:06 UTC
Gordon Brooks G.Managing Director
Tax withholdingCommon Stock 443 $83.63 $37,048.09
Disclosure

SEC source: 0001025378-23-000038 · wf-form4_167667156606207.xml · nonDerivative · entry 2

Gordon Brooks G. · CIK 0001728823 · Managing Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 111,005.554

F1 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of restricted stock units originally granted on January 16, 2020, with a three-year vesting period beginning on February 15, 2021.

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February 15, 2023 Filed Feb 17, 2023 22:06 UTC
Gordon Brooks G.Managing Director
Tax withholdingCommon Stock 616 $83.63 $51,516.08
Disclosure

SEC source: 0001025378-23-000038 · wf-form4_167667156606207.xml · nonDerivative · entry 1

Gordon Brooks G. · CIK 0001728823 · Managing Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 111,448.554

F1 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of restricted stock units originally granted on January 16, 2020, with a three-year vesting period beginning on February 15, 2021.

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February 15, 2023 Filed Feb 17, 2023 22:05 UTC Tax withholdingCommon Stock 1,615 $83.63 $135,062.45
Disclosure

SEC source: 0001025378-23-000037 · wf-form4_167667147072649.xml · nonDerivative · entry 3

Sanzone ToniAnn · CIK 0001646363 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,133

F3 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of restricted stock units originally granted on January 12, 2022, with a three-year vesting period beginning on February 15, 2023.

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February 15, 2023 Filed Feb 17, 2023 22:05 UTC Tax withholdingCommon Stock 2,077 $83.63 $173,699.51
Disclosure

SEC source: 0001025378-23-000037 · wf-form4_167667147072649.xml · nonDerivative · entry 2

Sanzone ToniAnn · CIK 0001646363 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 83,748

F2 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of restricted stock units originally granted on January 13, 2021, with a three-year vesting period beginning on February 15, 2022.

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February 15, 2023 Filed Feb 17, 2023 22:05 UTC Tax withholdingCommon Stock 1,278 $83.63 $106,879.14
Disclosure

SEC source: 0001025378-23-000037 · wf-form4_167667147072649.xml · nonDerivative · entry 1

Sanzone ToniAnn · CIK 0001646363 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,825

F1 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of restricted stock units originally granted on January 16, 2020, with a three-year vesting period beginning on February 15, 2021.

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February 14, 2023 Filed Apr 5, 2023 20:19 UTC
PARK JOHN JPresident
GiftCommon Stock 1,772 $0.00 $0.00
Disclosure

SEC source: 0001025378-23-000060 · wf-form4_168072597789322.xml · nonDerivative · entry 3

PARK JOHN J · CIK 0001054812 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 604,872

F3 · kind: Reflects the gift of common stock to a charitable donor advised fund.

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February 07, 2023 Filed Feb 9, 2023 23:02 UTC
Gordon Brooks G.Managing Director
Tax withholdingCommon Stock 4,502 $0.00 $0.00
Disclosure

SEC source: 0001025378-23-000027 · wf-form4_167598375524359.xml · nonDerivative · entry 2

Gordon Brooks G. · CIK 0001728823 · Managing Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 112,064.554

F3 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of performance stock units originally granted on January 16, 2020.

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February 07, 2023 Filed Feb 9, 2023 23:02 UTC
Gordon Brooks G.Managing Director
GrantCommon Stock 11,029 $0.00 $0.00
Disclosure

SEC source: 0001025378-23-000027 · wf-form4_167598375524359.xml · nonDerivative · entry 1

Gordon Brooks G. · CIK 0001728823 · Managing Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 116,566.554

F1 · kind: Represents the vesting of performance share units granted in January 2020 with a three-year performance cycle.

F1 · shares: Represents the vesting of performance share units granted in January 2020 with a three-year performance cycle.

F1 · price: Represents the vesting of performance share units granted in January 2020 with a three-year performance cycle.

F2 · balance_after: Due to an administrative error, the total shares reported in the Reporting Person's January 26, 2023, Form 4 was incorrectly reported as 107,733.848 shares, with 4,392.5880 shares previously acquired under a dividend reinvestment program. The correct number should have been 105,537.554 shares, with 2,196.294 shares previously acquired under a dividend reinvestment program. The total shares reported reflects this correction and reduction of 2,196.294 shares.

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February 07, 2023 Filed Feb 9, 2023 23:01 UTC
PARK JOHN JPresident
GrantCommon Stock 23,636 $0.00 $0.00
Disclosure

SEC source: 0001025378-23-000026 · wf-form4_167598363466048.xml · nonDerivative · entry 1

PARK JOHN J · CIK 0001054812 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 606,632

F1 · kind: Represents the vesting of performance share units granted in January 2020 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 · shares: Represents the vesting of performance share units granted in January 2020 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 in January 2020 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, 2023 Filed Feb 9, 2023 22:59 UTC Tax withholdingCommon Stock 8,280 $0.00 $8.28
Disclosure

SEC source: 0001025378-23-000025 · wf-form4_167598354766801.xml · nonDerivative · entry 2

Sanzone ToniAnn · CIK 0001646363 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 87,103

F2 · shares: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of performance stock units originally granted on January 16, 2020.

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