Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| W. P. Carey Inc.WPC · Entity 3333 | Director | November 10, 2016 | December 31, 2016 |
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.
W. P. Carey Inc.
Report date November 10, 2016 · Filed December 31, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,925 |
Ending reported balance
After 2016-12-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-11-10 · Gift · Disposed 264 · Balance 16,489 Row 2 · 2016-12-20 · Gift · Disposed 564 · Balance 15,925 |
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 |
|---|---|---|---|---|---|---|
| December 20, 2016 Filed Dec 31, 2016 01:32 UTC | W. P. Carey Inc. WPC · Entity 3333 | GiftCommon Stock | 564 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-157126 · doc4.xml · nonDerivative · entry 2 COOLIDGE NATHANIEL S · CIK 0001219486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,925 Read SEC document |
| November 10, 2016 Filed Dec 31, 2016 01:32 UTC | W. P. Carey Inc. WPC · Entity 3333 | GiftCommon Stock | 264 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-157126 · doc4.xml · nonDerivative · entry 1 COOLIDGE NATHANIEL S · CIK 0001219486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,489 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.