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person · Reporting owner

Fox Jason E.

Disclosed activity across 6 companies

Tapewire entity
67101
SEC CIK
0001523546

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
CORPORATE PROPERTY ASSOCIATES 18 GLOBAL INCNONE · Entity 124926Director · CEO and PresidentJanuary 01, 2018January 25, 2018
Carey Watermark Investors IncNONE · Entity 149840Director · ChairmanJanuary 01, 2018January 25, 2018
Corporate Property Associates 17 - Global INCNONE · Entity 162700Director · CEO and PresidentJanuary 01, 2018January 25, 2018
Net Lease Office PropertiesNLOP · Entity 6437Director · Chief Executive OfficerJanuary 19, 2024January 23, 2024
W. P. Carey Inc.WPC · Entity 3333Director · CEO · PresidentFebruary 06, 2026February 10, 2026
Watermark Lodging Trust, Inc.NONE · Entity 122885Director · ChairmanJanuary 01, 2018January 25, 2018

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 January 01, 2018 · Filed January 25, 2018

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
No securities are beneficially ownedSEC Table I · non-derivativeDirect0 Reported balance Holding disclosure · report date 2018-01-01 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 0

Carey Watermark Investors Inc

Report date January 01, 2018 · Filed January 25, 2018

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
No securities are beneficially ownedSEC Table I · non-derivativeDirect0 Reported balance Holding disclosure · report date 2018-01-01 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 0

Corporate Property Associates 17 - Global INC

Report date January 01, 2018 · Filed January 25, 2018

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
No securities are beneficially ownedSEC Table I · non-derivativeDirect0 Reported balance Holding disclosure · report date 2018-01-01 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 0

Net Lease Office Properties

Report date January 19, 2024 · Filed January 23, 2024

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect36,147 Reported balance After 2024-01-19 transaction · row 1
1 source row

Row 1 · 2024-01-19 · Other · Acquired 508 · Balance 36,147

F1: On December 8, 2023, the Issuer declared a dividend of $0.34 per share to all shareholders of record as of the close of business on December 18, 2023 (the "Share Dividend"). Shareholders could elect to receive their dividend in the form of cash or shares. The aggregate amount of cash to be distributed by the Issuer was limited to a maximum of 20% of the total dividend. This Reporting Person received 100% of their dividend in shares based on their election. The value of the shares to be distributed is based upon the volume weighted average trading prices of the Issuer's common shares on the New York Stock Exchange between January 18, 2024 and January 19, 2024 which was $23.82. The dividend is payable on January 29, 2024.

Common StockSEC Table I · non-derivativeIndirectSon's Trust76 Reported balance After 2024-01-19 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 2 · 2024-01-19 · Other · Acquired 1 · Balance 76

F1: On December 8, 2023, the Issuer declared a dividend of $0.34 per share to all shareholders of record as of the close of business on December 18, 2023 (the "Share Dividend"). Shareholders could elect to receive their dividend in the form of cash or shares. The aggregate amount of cash to be distributed by the Issuer was limited to a maximum of 20% of the total dividend. This Reporting Person received 100% of their dividend in shares based on their election. The value of the shares to be distributed is based upon the volume weighted average trading prices of the Issuer's common shares on the New York Stock Exchange between January 18, 2024 and January 19, 2024 which was $23.82. The dividend is payable on January 29, 2024.

F2: Includes 2 shares previously acquired under a dividend reinvestment program.

Common StockSEC Table I · non-derivativeIndirectDaughter's Trust5 Reported balance Holding disclosure · report date 2024-01-19 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 5

Filing footnotes · ownership attribution and instrument terms

F1: On December 8, 2023, the Issuer declared a dividend of $0.34 per share to all shareholders of record as of the close of business on December 18, 2023 (the "Share Dividend"). Shareholders could elect to receive their dividend in the form of cash or shares. The aggregate amount of cash to be distributed by the Issuer was limited to a maximum of 20% of the total dividend. This Reporting Person received 100% of their dividend in shares based on their election. The value of the shares to be distributed is based upon the volume weighted average trading prices of the Issuer's common shares on the New York Stock Exchange between January 18, 2024 and January 19, 2024 which was $23.82. The dividend is payable on January 29, 2024.

F2: Includes 2 shares previously acquired under a dividend reinvestment program.

W. P. Carey Inc.

Report date February 06, 2026 · Filed February 10, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect948,956 Reported balance After 2026-02-06 transaction · row 1
1 source row

Row 1 · 2026-02-06 · Grant · Acquired 38,006 · Balance 948,956

F1: Represents the vesting of performance share units granted on January 24, 2023, 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.

Common StockSEC Table I · non-derivativeIndirectby son1,280.4043 Reported balance Holding disclosure · report date 2026-02-06 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 1,280.4043

Common StockSEC Table I · non-derivativeIndirectby daughter89.6019 Reported balance Holding disclosure · report date 2026-02-06 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 89.6019

Filing footnotes · ownership attribution and instrument terms

F1: Represents the vesting of performance share units granted on January 24, 2023, 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.

Watermark Lodging Trust, Inc.

Report date January 01, 2018 · Filed January 25, 2018

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
No securities are beneficially ownedSEC Table I · non-derivativeDirect0 Reported balance Holding disclosure · report date 2018-01-01 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 0

Transaction history

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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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
February 06, 2026 Filed Feb 10, 2026 21:17 UTC W. P. Carey Inc. WPC · Entity 3333 GrantCommon Stock 38,006 $0.00 $0.00
Disclosure

SEC source: 0001025378-26-000027 · wk-form4_1770758237.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 948,956

F1 · kind: Represents the vesting of performance share units granted on January 24, 2023, 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 24, 2023, 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.

Read SEC document
January 21, 2026 Filed Jan 23, 2026 21:16 UTC W. P. Carey Inc. WPC · Entity 3333 GrantCommon Stock 45,983 $0.00 $0.00
Disclosure

SEC source: 0001025378-26-000012 · wk-form4_1769202999.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 910,950

F1 · kind: Represents restricted share units ("RSUs") granted under the Issuer's Amended and Restated 2017 Share Incentive Plan. These RSUs are scheduled to vest in three equal annual installments beginning on February 15, 2027, and ending on February 15, 2029, 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 Amended and Restated 2017 Share Incentive Plan. These RSUs are scheduled to vest in three equal annual installments beginning on February 15, 2027, and ending on February 15, 2029, 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 Amended and Restated 2017 Share Incentive Plan. These RSUs are scheduled to vest in three equal annual installments beginning on February 15, 2027, and ending on February 15, 2029, and are convertible on a one-for-one basis into shares of the Issuer's Common Stock.

Read SEC document
December 03, 2025 Filed Dec 4, 2025 21:17 UTC W. P. Carey Inc. WPC · Entity 3333 GiftCommon Stock 3,000 $0.00 $0.00
Disclosure

SEC source: 0001025378-25-000150 · wk-form4_1764883055.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 864,967

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

Read SEC document
November 03, 2025 Filed Nov 5, 2025 21:45 UTC W. P. Carey Inc. WPC · Entity 3333 GiftCommon Stock 1,124 $0.00 $0.00
Disclosure

SEC source: 0001025378-25-000147 · wk-form4_1762379151.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 867,967

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

F2 · balance_after: Amount has been adjusted to correct an administrative error.

Read SEC document
February 15, 2025 Filed Feb 19, 2025 21:21 UTC W. P. Carey Inc. WPC · Entity 3333 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 W. P. Carey Inc. WPC · Entity 3333 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 07, 2025 Filed Feb 11, 2025 21:19 UTC W. P. Carey Inc. WPC · Entity 3333 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.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 21:43 UTC W. P. Carey Inc. WPC · Entity 3333 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
December 02, 2024 Filed Dec 4, 2024 21:16 UTC W. P. Carey Inc. WPC · Entity 3333 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.

Read SEC document
August 14, 2024 Filed Aug 15, 2024 20:16 UTC W. P. Carey Inc. WPC · Entity 3333 GiftCommon Stock 400 $0.00 $0.00
Disclosure

SEC source: 0001025378-24-000126 · wk-form4_1723752984.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 909,178

Read SEC document
February 15, 2024 Filed Feb 21, 2024 00:04 UTC W. P. Carey Inc. WPC · Entity 3333 Tax withholdingCommon Stock 19 $57.30 $1,088.70
Disclosure

SEC source: 0001025378-24-000039 · wk-form4_1708473795.xml · nonDerivative · entry 2

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 909,578

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, 2024 Filed Feb 21, 2024 00:04 UTC W. P. Carey Inc. WPC · Entity 3333 Tax withholdingCommon Stock 29,962 $57.30 $1,716,822.60
Disclosure

SEC source: 0001025378-24-000039 · wk-form4_1708473795.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 909,597

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 March 17, 2011, which vested in part on February 15, 2012. The remaining shares were deferred until February 15, 2024.

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 March 17, 2011, which vested in part on February 15, 2012. The remaining shares were deferred until February 15, 2024.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 21:16 UTC W. P. Carey Inc. WPC · Entity 3333 GrantCommon Stock 100,950 $0.00 $0.00
Disclosure

SEC source: 0001025378-24-000027 · wk-form4_1707427001.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 939,559

F1 · kind: Represents the vesting of performance share units granted on January 13, 2021 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 on January 13, 2021 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 13, 2021 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.

Read SEC document
January 23, 2024 Filed Jan 25, 2024 21:15 UTC W. P. Carey Inc. WPC · Entity 3333 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 19, 2024 Filed Jan 23, 2024 16:24 UTC Net Lease Office Properties NLOP · Entity 6437 OtherCommon Stock 1 $0.00 $0.00
Disclosure

SEC source: 0001952976-24-000011 · wk-form4_1706045060.xml · nonDerivative · entry 2

Fox Jason E. · CIK 0001523546 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · Son's Trust

Disclosed balance after: 76

F1 · kind: On December 8, 2023, the Issuer declared a dividend of $0.34 per share to all shareholders of record as of the close of business on December 18, 2023 (the "Share Dividend"). Shareholders could elect to receive their dividend in the form of cash or shares. The aggregate amount of cash to be distributed by the Issuer was limited to a maximum of 20% of the total dividend. This Reporting Person received 100% of their dividend in shares based on their election. The value of the shares to be distributed is based upon the volume weighted average trading prices of the Issuer's common shares on the New York Stock Exchange between January 18, 2024 and January 19, 2024 which was $23.82. The dividend is payable on January 29, 2024.

F2 · balance_after: Includes 2 shares previously acquired under a dividend reinvestment program.

Read SEC document
January 19, 2024 Filed Jan 23, 2024 16:24 UTC Net Lease Office Properties NLOP · Entity 6437 OtherCommon Stock 508 $0.00 $0.00
Disclosure

SEC source: 0001952976-24-000011 · wk-form4_1706045060.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,147

F1 · kind: On December 8, 2023, the Issuer declared a dividend of $0.34 per share to all shareholders of record as of the close of business on December 18, 2023 (the "Share Dividend"). Shareholders could elect to receive their dividend in the form of cash or shares. The aggregate amount of cash to be distributed by the Issuer was limited to a maximum of 20% of the total dividend. This Reporting Person received 100% of their dividend in shares based on their election. The value of the shares to be distributed is based upon the volume weighted average trading prices of the Issuer's common shares on the New York Stock Exchange between January 18, 2024 and January 19, 2024 which was $23.82. The dividend is payable on January 29, 2024.

Read SEC document
November 01, 2023 Filed Nov 3, 2023 17:48 UTC Net Lease Office Properties NLOP · Entity 6437 GrantCOMMON SHARES 5 $0.00 $0.00
Disclosure

SEC source: 0001104659-23-114369 · tm2329524-6_4seq1.xml · nonDerivative · entry 4

Fox Jason E. · CIK 0001523546 · Director · CHIEF EXECUTIVE OFFICER

10b5-1 filing: No plan indicated

Ownership: Indirect · By Daughter

Disclosed balance after: 5

F1 · shares: Represents common shares of beneficial interest of the Issuer received in connection with the pro rata distribution by W. P. Carey Inc. of all of the Issuer's common shares on November 1, 2023.

Read SEC document
November 01, 2023 Filed Nov 3, 2023 17:48 UTC Net Lease Office Properties NLOP · Entity 6437 GrantCOMMON SHARES 73 $0.00 $0.00
Disclosure

SEC source: 0001104659-23-114369 · tm2329524-6_4seq1.xml · nonDerivative · entry 3

Fox Jason E. · CIK 0001523546 · Director · CHIEF EXECUTIVE OFFICER

10b5-1 filing: No plan indicated

Ownership: Indirect · By Son

Disclosed balance after: 73

F1 · shares: Represents common shares of beneficial interest of the Issuer received in connection with the pro rata distribution by W. P. Carey Inc. of all of the Issuer's common shares on November 1, 2023.

Read SEC document
November 01, 2023 Filed Nov 3, 2023 17:48 UTC Net Lease Office Properties NLOP · Entity 6437 Tax withholdingCOMMON SHARES 13,234 $10.47 $138,559.98
Disclosure

SEC source: 0001104659-23-114369 · tm2329524-6_4seq1.xml · nonDerivative · entry 2

Fox Jason E. · CIK 0001523546 · Director · CHIEF EXECUTIVE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,639

F2 · shares: Represents common shares of beneficial interest of the Issuer withheld to cover the Reporting Person's tax withholding obligation.

Read SEC document
November 01, 2023 Filed Nov 3, 2023 17:48 UTC Net Lease Office Properties NLOP · Entity 6437 GrantCOMMON SHARES 48,873 $0.00 $0.00
Disclosure

SEC source: 0001104659-23-114369 · tm2329524-6_4seq1.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CHIEF EXECUTIVE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,873

F1 · shares: Represents common shares of beneficial interest of the Issuer received in connection with the pro rata distribution by W. P. Carey Inc. of all of the Issuer's common shares on November 1, 2023.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 20:18 UTC W. P. Carey Inc. WPC · Entity 3333 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 W. P. Carey Inc. WPC · Entity 3333 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
February 15, 2023 Filed Feb 17, 2023 22:09 UTC W. P. Carey Inc. WPC · Entity 3333 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.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 22:09 UTC W. P. Carey Inc. WPC · Entity 3333 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.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 22:09 UTC W. P. Carey Inc. WPC · Entity 3333 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 07, 2023 Filed Feb 9, 2023 22:57 UTC W. P. Carey Inc. WPC · Entity 3333 GrantCommon Stock 70,914 $0.00 $0.00
Disclosure

SEC source: 0001025378-23-000024 · wf-form4_167598343287901.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 722,593

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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January 24, 2023 Filed Jan 26, 2023 22:04 UTC W. P. Carey Inc. WPC · Entity 3333 GrantCommon Stock 30,674 $0.00 $0.00
Disclosure

SEC source: 0001025378-23-000014 · wf-form4_167477064924170.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 651,679

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, 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 · 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, 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 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, 2024, and ending on February 15, 2026, and are convertible on a one-for-one basis into shares of the Issuer's Common Stock.

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November 09, 2022 Filed Nov 9, 2022 21:17 UTC W. P. Carey Inc. WPC · Entity 3333 GrantCommon Stock 100 $0.00 $0.00
Disclosure

SEC source: 0001025378-22-000146 · wf-form4_166802865877734.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 621,405

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, 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 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, 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 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, 2023 and ending on February 15, 2025 and are convertible on a one-for-one basis into shares of the Issuer's Common Stock.

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September 23, 2022 Filed Nov 9, 2022 21:17 UTC W. P. Carey Inc. WPC · Entity 3333 GiftCommon Stock 400 $0.00 $0.00
Disclosure

SEC source: 0001025378-22-000146 · wf-form4_166802865877734.xml · nonDerivative · entry 2

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 621,005

Read SEC document
February 08, 2022 Filed Feb 10, 2022 23:17 UTC W. P. Carey Inc. WPC · Entity 3333 GrantCommon Stock 50,380 $0.00 $0.00
Disclosure

SEC source: 0001025378-22-000023 · wf-form4_164453503735568.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 621,305

F1 · kind: Represents the vesting of performance share units granted in January 2019 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 2019 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 2019 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.

Read SEC document
January 12, 2022 Filed Jan 14, 2022 23:21 UTC W. P. Carey Inc. WPC · Entity 3333 GrantCommon Stock 29,962 $0.00 $0.00
Disclosure

SEC source: 0001025378-22-000010 · wf-form4_164220249094783.xml · nonDerivative · entry 2

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 570,925

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.

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December 30, 2021 Filed Jan 14, 2022 23:21 UTC W. P. Carey Inc. WPC · Entity 3333 GiftCommon Stock 500 $0.00 $0.00
Disclosure

SEC source: 0001025378-22-000010 · wf-form4_164220249094783.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 540,963

Read SEC document
February 09, 2021 Filed Feb 11, 2021 22:17 UTC W. P. Carey Inc. WPC · Entity 3333 GrantCommon Stock 33,800 $0.00 $0.00
Disclosure

SEC source: 0001025378-21-000023 · wf-form4_161308179774704.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 541,463

F1 · kind: Represents the vesting of performance share units granted in January 2018 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 2018 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 2018 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.

Read SEC document
January 13, 2021 Filed Jan 16, 2021 01:07 UTC W. P. Carey Inc. WPC · Entity 3333 GrantCommon Stock 40,546 $0.00 $0.00
Disclosure

SEC source: 0001025378-21-000019 · wf-form4_161075921330702.xml · nonDerivative · entry 2

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 507,663

F2 · 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.

F2 · 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.

F2 · 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.

Read SEC document
June 24, 2020 Filed Jan 16, 2021 01:07 UTC W. P. Carey Inc. WPC · Entity 3333 GiftCommon Stock 200 $0.00 $0.00
Disclosure

SEC source: 0001025378-21-000019 · wf-form4_161075921330702.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 467,117

F1 · balance_after: Reflects the transfer of 74,500 shares of the Issuer's common stock pursuant to a domestic relations order; the reporting person no longer reports these shares as beneficially owned.

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March 19, 2020 Filed Mar 19, 2020 20:59 UTC W. P. Carey Inc. WPC · Entity 3333 PurchaseCommon Stock 10,000 $46.03 $460,326.00
Disclosure

SEC source: 0001209191-20-020298 · doc4.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 541,817

F1 · price: This transaction was executed in multiple trades at prices ranging from $45.95 to $46.10. 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.

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February 15, 2020 Filed Feb 19, 2020 22:19 UTC W. P. Carey Inc. WPC · Entity 3333 Tax withholdingCommon Stock 1,583 $85.83 $135,868.89
Disclosure

SEC source: 0001209191-20-010682 · doc4.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 531,817

Read SEC document
February 12, 2020 Filed Feb 14, 2020 22:58 UTC W. P. Carey Inc. WPC · Entity 3333 GrantCommon Stock 18,322 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-009768 · doc4.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 533,400

F1 · kind: Represents the vesting of performance share units granted in January 2017 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 2017 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 2017 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.

Read SEC document
January 16, 2020 Filed Jan 21, 2020 21:34 UTC W. P. Carey Inc. WPC · Entity 3333 GrantCommon Stock 27,023 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-004269 · doc4.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 515,078

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
February 19, 2019 Filed Feb 21, 2019 21:21 UTC W. P. Carey Inc. WPC · Entity 3333 Tax withholdingCommon Stock 19,180 $75.19 $1,442,144.20
Disclosure

SEC source: 0001209191-19-011992 · doc4.xml · nonDerivative · entry 2

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 488,055

Read SEC document
February 19, 2019 Filed Feb 21, 2019 21:21 UTC W. P. Carey Inc. WPC · Entity 3333 GrantCommon Stock 36,038 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-011992 · doc4.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 507,235

F1 · kind: Represents the vesting of performance share units granted in February 2016 with a three-year performance cycle.

F1 · shares: Represents the vesting of performance share units granted in February 2016 with a three-year performance cycle.

F1 · price: Represents the vesting of performance share units granted in February 2016 with a three-year performance cycle.

Read SEC document
February 15, 2019 Filed Feb 20, 2019 21:25 UTC W. P. Carey Inc. WPC · Entity 3333 Tax withholdingCommon Stock 3,743 $75.20 $281,473.60
Disclosure

SEC source: 0001209191-19-011539 · doc4.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 471,197

Read SEC document
February 13, 2019 Filed Feb 15, 2019 21:54 UTC W. P. Carey Inc. WPC · Entity 3333 Tax withholdingCommon Stock 9,541 $75.01 $715,670.41
Disclosure

SEC source: 0001209191-19-010671 · doc4.xml · nonDerivative · entry 2

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 474,940

Read SEC document
February 13, 2019 Filed Feb 15, 2019 21:54 UTC W. P. Carey Inc. WPC · Entity 3333 GrantCommon Stock 20,721 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-010671 · doc4.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 484,481

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 22, 2019 23:40 UTC W. P. Carey Inc. WPC · Entity 3333 GrantCommon Stock 25,114 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-004831 · doc4.xml · nonDerivative · entry 2

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 463,760

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
September 06, 2018 Filed Jan 22, 2019 23:40 UTC W. P. Carey Inc. WPC · Entity 3333 GiftCommon Stock 200 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-004831 · doc4.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 438,646

Read SEC document
February 15, 2018 Filed Feb 20, 2018 23:39 UTC W. P. Carey Inc. WPC · Entity 3333 Tax withholdingCommon Stock 115,785 $61.20 $7,086,042.00
Disclosure

SEC source: 0001209191-18-011553 · doc4.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 438,846

Read SEC document
January 18, 2018 Filed Jan 23, 2018 00:38 UTC W. P. Carey Inc. WPC · Entity 3333 GrantCommon Stock 19,415 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-004808 · doc4.xml · nonDerivative · entry 2

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 554,631

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
December 26, 2017 Filed Jan 23, 2018 00:38 UTC W. P. Carey Inc. WPC · Entity 3333 GiftCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-004808 · doc4.xml · nonDerivative · entry 1

Fox Jason E. · CIK 0001523546 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 535,216

Read SEC document
December 08, 2017 Filed Dec 12, 2017 01:28 UTC W. P. Carey Inc. WPC · Entity 3333 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 4,207 $0.00 Strike: $33.20 $0.00
Disclosure

SEC source: 0001209191-17-065111 · doc4.xml · derivative · entry 5

Fox Jason E. · CIK 0001523546 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,207 shares

Expires 2017-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: The options were fully vested upon grant but became exercisable in five equal annual installments beginning on 12/31/2012 and ending on 12/31/2016.

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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.