Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CORPORATE PROPERTY ASSOCIATES 18 GLOBAL INCNONE · Entity 124926 | Chief Accounting Officer | July 08, 2019 | July 16, 2019 |
| W. P. Carey Inc.WPC · Entity 3333 | Chief Accounting Officer | February 15, 2022 | February 17, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CORPORATE PROPERTY ASSOCIATES 18 GLOBAL INC
Report date July 08, 2019 · Filed July 16, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2019-07-08 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 F1: The Reporting Person does not beneficially own any securities of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person does not beneficially own any securities of the Issuer.
W. P. Carey Inc.
Report date February 15, 2022 · Filed February 17, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,740 |
Reported balance
After 2022-02-15 transaction · row 1
1 source rowRow 1 · 2022-02-15 · Tax withholding · Disposed 1,150 · Balance 12,740 |
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 15, 2022 Filed Feb 17, 2022 21:47 UTC | W. P. Carey Inc. WPC · Entity 3333 | Tax withholdingCommon Stock | 1,150 | $76.20 | $87,630.00 |
DisclosureSEC source: 0001025378-22-000045 · wf-form4_164513443121193.xml · nonDerivative · entry 1 Mahalingam Arjun · CIK 0001687166 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,740 Read SEC document |
| February 08, 2022 Filed Feb 11, 2022 00:28 UTC | W. P. Carey Inc. WPC · Entity 3333 | Tax withholdingCommon Stock | 651 | $74.63 | $48,584.13 |
DisclosureSEC source: 0001025378-22-000033 · wf-form4_164453931601448.xml · nonDerivative · entry 2 Mahalingam Arjun · CIK 0001687166 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,890 Read SEC document |
| February 08, 2022 Filed Feb 11, 2022 00:28 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 1,438 | $0.00 | $0.00 |
DisclosureSEC source: 0001025378-22-000033 · wf-form4_164453931601448.xml · nonDerivative · entry 1 Mahalingam Arjun · CIK 0001687166 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,541 F1 · kind: Represents the vesting of performance share units granted in January 2019 with a three-year performance cycle. F1 · shares: Represents the vesting of performance share units granted in January 2019 with a three-year performance cycle. F1 · price: Represents the vesting of performance share units granted in January 2019 with a three-year performance cycle. Read SEC document |
| January 12, 2022 Filed Jan 14, 2022 23:36 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 2,871 | $0.00 | $0.00 |
DisclosureSEC source: 0001025378-22-000014 · wf-form4_164220335016062.xml · nonDerivative · entry 1 Mahalingam Arjun · CIK 0001687166 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,103 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, 2023 and ending on February 15, 2025 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, 2023 and ending on February 15, 2025 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, 2023 and ending on February 15, 2025 and are convertible on a one-for-one basis into shares of the Issuer's Common Stock. F2 · balance_after: Includes 147 shares previously acquired under the Issuer's Employee Stock Purchase Plan. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 22:16 UTC | W. P. Carey Inc. WPC · Entity 3333 | Tax withholdingCommon Stock | 870 | $70.39 | $61,239.30 |
DisclosureSEC source: 0001025378-21-000046 · wf-form4_161360016386329.xml · nonDerivative · entry 1 Mahalingam Arjun · CIK 0001687166 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,085 Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 23:16 UTC | W. P. Carey Inc. WPC · Entity 3333 | Tax withholdingCommon Stock | 588 | $68.68 | $40,383.84 |
DisclosureSEC source: 0001025378-21-000029 · wf-form4_161308540043000.xml · nonDerivative · entry 2 Mahalingam Arjun · CIK 0001687166 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,955 Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 23:16 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 1,351 | $0.00 | $0.00 |
DisclosureSEC source: 0001025378-21-000029 · wf-form4_161308540043000.xml · nonDerivative · entry 1 Mahalingam Arjun · CIK 0001687166 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,543 F1 · kind: Represents the vesting of performance share units granted in January 2018 with a three-year performance cycle. F1 · shares: Represents the vesting of performance share units granted in January 2018 with a three-year performance cycle. F1 · price: Represents the vesting of performance share units granted in January 2018 with a three-year performance cycle. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 23:24 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 3,378 | $0.00 | $0.00 |
DisclosureSEC source: 0001025378-21-000015 · wf-form4_161075305284060.xml · nonDerivative · entry 1 Mahalingam Arjun · CIK 0001687166 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,192 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, 2022 and ending on February 15, 2024 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, 2022 and ending on February 15, 2024 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, 2022 and ending on February 15, 2024 and are convertible on a one-for-one basis into shares of the Issuer's Common Stock. F2 · balance_after: Includes 182 shares previously acquired under the Issuer's Employee Stock Purchase Plan. Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 21:17 UTC | W. P. Carey Inc. WPC · Entity 3333 | PurchaseCommon Stock | 285 | $53.50 | $15,247.50 |
DisclosureSEC source: 0001209191-20-020312 · doc4.xml · nonDerivative · entry 1 Mahalingam Arjun · CIK 0001687166 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,632 Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 22:31 UTC | W. P. Carey Inc. WPC · Entity 3333 | Tax withholdingCommon Stock | 721 | $85.83 | $61,883.43 |
DisclosureSEC source: 0001209191-20-010727 · doc4.xml · nonDerivative · entry 1 Mahalingam Arjun · CIK 0001687166 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,347 Read SEC document |
| January 16, 2020 Filed Jan 21, 2020 22:15 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-004297 · doc4.xml · nonDerivative · entry 2 Mahalingam Arjun · CIK 0001687166 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,068 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, 2021 and ending on February 15, 2023 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, 2021 and ending on February 15, 2023 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, 2021 and ending on February 15, 2023 and are convertible on a one-for-one basis into shares of the Issuer's Common Stock. Read SEC document |
| January 16, 2020 Filed Jan 21, 2020 22:15 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 1,801 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-004297 · doc4.xml · nonDerivative · entry 1 Mahalingam Arjun · CIK 0001687166 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,468 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, 2021 and ending on February 15, 2023 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, 2021 and ending on February 15, 2023 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, 2021 and ending on February 15, 2023 and are convertible on a one-for-one basis into shares of the Issuer's Common Stock. F2 · balance_after: Includes 131 shares previously acquired under the Issuer's Employee Stock Purchase Plan. Read SEC document |
| November 21, 2019 Filed Nov 22, 2019 21:32 UTC | W. P. Carey Inc. WPC · Entity 3333 | SaleCommon Stock | 118 | $84.95 | $10,024.10 |
DisclosureSEC source: 0001209191-19-057796 · doc4.xml · nonDerivative · entry 1 Mahalingam Arjun · CIK 0001687166 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,536 Read SEC document |
| March 13, 2019 Filed Mar 15, 2019 00:03 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 651 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-019561 · doc4.xml · nonDerivative · entry 1 Mahalingam Arjun · CIK 0001687166 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,654 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, 2020 and ending on February 15, 2022 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, 2020 and ending on February 15, 2022 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, 2020 and ending on February 15, 2022 and are convertible on a one-for-one basis into shares of the Issuer's Common Stock. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:38 UTC | W. P. Carey Inc. WPC · Entity 3333 | Tax withholdingCommon Stock | 421 | $75.20 | $31,659.20 |
DisclosureSEC source: 0001209191-19-011568 · doc4.xml · nonDerivative · entry 1 Mahalingam Arjun · CIK 0001687166 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,003 Read SEC document |
| January 17, 2019 Filed Jan 23, 2019 00:12 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 2,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-004857 · doc4.xml · nonDerivative · entry 1 Mahalingam Arjun · CIK 0001687166 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,424 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, 2020 and ending on February 15, 2022 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, 2020 and ending on February 15, 2022 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, 2020 and ending on February 15, 2022 and are convertible on a one-for-one basis into shares of the Issuer's Common Stock. Read SEC document |
| May 29, 2018 Filed May 30, 2018 20:17 UTC | W. P. Carey Inc. WPC · Entity 3333 | SaleCommon Stock | 614 | $66.56 | $40,864.77 |
DisclosureSEC source: 0001209191-18-034115 · doc4.xml · nonDerivative · entry 1 Mahalingam Arjun · CIK 0001687166 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,272 Read SEC document |
| January 18, 2018 Filed Jan 23, 2018 00:42 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 1,553 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004810 · doc4.xml · nonDerivative · entry 1 Mahalingam Arjun · CIK 0001687166 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,417 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, 2019 and ending on February 15, 2021 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, 2019 and ending on February 15, 2021 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, 2019 and ending on February 15, 2021 and are convertible on a one-for-one basis into shares of the Issuer's Common Stock. Read SEC document |
| November 07, 2017 Filed Feb 14, 2018 22:20 UTC | W. P. Carey Inc. WPC · Entity 3333 | SaleCommon Stock | 531 | $70.45 | $37,410.65 |
DisclosureSEC source: 0001209191-18-009998 · doc5.xml · nonDerivative · entry 1 Mahalingam Arjun · CIK 0001687166 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,333 F1 · price: This transaction was executed in multiple trades at prices ranging from $70.44 to $70.475. 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. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 23:00 UTC | W. P. Carey Inc. WPC · Entity 3333 | Tax withholdingCommon Stock | 160 | $62.78 | $10,044.80 |
DisclosureSEC source: 0001209191-17-012333 · doc4.xml · nonDerivative · entry 1 Mahalingam Arjun · CIK 0001687166 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,864 Read SEC document |
| January 18, 2017 Filed Jan 25, 2017 22:01 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 811 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005534 · doc4.xml · nonDerivative · entry 1 Mahalingam Arjun · CIK 0001687166 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,024 F1 · kind: Represents restricted share units ("RSUs") granted as part of the Issuer's 2009 Long Term Incentive Plan. These RSUs are scheduled to vest in three equal annual installments beginning on February 15, 2018 and ending on February 15, 2020 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 as part of the Issuer's 2009 Long Term Incentive Plan. These RSUs are scheduled to vest in three equal annual installments beginning on February 15, 2018 and ending on February 15, 2020 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 as part of the Issuer's 2009 Long Term Incentive Plan. These RSUs are scheduled to vest in three equal annual installments beginning on February 15, 2018 and ending on February 15, 2020 and are convertible on a one-for-one basis into shares of the Issuer's Common Stock. 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.