Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| W. P. Carey Inc.WPC · Entity 3333 | Managing Director | February 15, 2026 | February 18, 2026 |
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 February 15, 2026 · Filed February 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 172,509.31 |
Reported balance
After 2026-02-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-15 · Tax withholding · Disposed 648 · Balance 172,509.31 F1: 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 24, 2023, with a three-year vesting period beginning on February 15, 2024. |
| Common StockSEC Table I · non-derivative | Direct | 171,992.31 |
Reported balance
After 2026-02-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-02-15 · Tax withholding · Disposed 517 · Balance 171,992.31 F2: 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. |
| Common StockSEC Table I · non-derivative | Direct | 171,124.31 |
Reported balance
After 2026-02-15 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-02-15 · Tax withholding · Disposed 868 · Balance 171,124.31 F2: 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. |
| Common StockSEC Table I · non-derivative | Direct | 170,132.31 |
Reported balance
After 2026-02-15 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2026-02-15 · Tax withholding · Disposed 992 · Balance 170,132.31 F3: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of RSUs originally granted on January 21, 2025, with a three-year vesting period beginning on February 15, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 24, 2023, with a three-year vesting period beginning on February 15, 2024.
F2: 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: Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of RSUs originally granted on January 21, 2025, with a three-year vesting period beginning on February 15, 2026.
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 13, 2019 Filed Feb 15, 2019 22:07 UTC | W. P. Carey Inc. WPC · Entity 3333 | Tax withholdingCommon Stock | 3,589 | $75.01 | $269,210.89 |
DisclosureSEC source: 0001209191-19-010687 · doc4.xml · nonDerivative · entry 2 Gordon Brooks G. · CIK 0001728823 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,664.399 Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:07 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 9,241 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010687 · doc4.xml · nonDerivative · entry 1 Gordon Brooks G. · CIK 0001728823 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,253.399 F1 · kind: Represents the vesting of performance share units granted in January 2016 with a three-year performance cycle. F1 · shares: Represents the vesting of performance share units granted in January 2016 with a three-year performance cycle. F1 · price: Represents the vesting of performance share units granted in January 2016 with a three-year performance cycle. Read SEC document |
| January 17, 2019 Filed Jan 23, 2019 00:01 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 4,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-004843 · doc4.xml · nonDerivative · entry 1 Gordon Brooks G. · CIK 0001728823 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,012.399 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, 2018 Filed Feb 20, 2018 23:46 UTC | W. P. Carey Inc. WPC · Entity 3333 | Tax withholdingCommon Stock | 1,434 | $61.20 | $87,760.80 |
DisclosureSEC source: 0001209191-18-011561 · doc4.xml · nonDerivative · entry 1 Gordon Brooks G. · CIK 0001728823 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,707.399 Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 22:01 UTC | W. P. Carey Inc. WPC · Entity 3333 | Tax withholdingCommon Stock | 1,714 | $60.36 | $103,457.04 |
DisclosureSEC source: 0001209191-18-010911 · doc4.xml · nonDerivative · entry 2 Gordon Brooks G. · CIK 0001728823 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,141.399 Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 22:01 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 2,599 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010911 · doc4.xml · nonDerivative · entry 1 Gordon Brooks G. · CIK 0001728823 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,855.399 F1 · kind: Represents the vesting of performance share units granted in January 2015 with a three-year performance cycle. F1 · shares: Represents the vesting of performance share units granted in January 2015 with a three-year performance cycle. F1 · price: Represents the vesting of performance share units granted in January 2015 with a three-year performance cycle. Read SEC document |
| January 18, 2018 Filed Jan 23, 2018 00:58 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 4,659 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004816 · doc4.xml · nonDerivative · entry 1 Gordon Brooks G. · CIK 0001728823 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,256.399 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.