Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Net Lease Office PropertiesNLOP · Entity 6437 | Director | January 19, 2024 | January 23, 2024 |
| W. P. Carey Inc.WPC · Entity 3333 | President | February 15, 2024 | February 21, 2024 |
| Watermark Lodging Trust, Inc.NONE · Entity 122885 | Director | April 13, 2020 | April 15, 2020 |
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.
Net Lease Office Properties
Report date January 19, 2024 · Filed January 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,439 |
Reported balance
After 2024-01-19 transaction · row 1
1 source rowRow 1 · 2024-01-19 · Other · Acquired 456 · Balance 32,439 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-derivative | IndirectSon 1's Trust | 37 |
Reported balance
Holding disclosure · report date 2024-01-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 37 |
| Common StockSEC Table I · non-derivative | IndirectSon 2's Trust | 37 |
Reported balance
Holding disclosure · report date 2024-01-19 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 37 |
| Common StockSEC Table I · non-derivative | IndirectDaughter's Trust | 37 |
Reported balance
Holding disclosure · report date 2024-01-19 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 37 |
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.
W. P. Carey Inc.
Report date February 15, 2024 · Filed February 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 649,509 |
Reported balance
After 2024-02-15 transaction · row 1
1 source rowRow 1 · 2024-02-15 · Tax withholding · Disposed 12 · Balance 649,509 F1: 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. |
| Common StockSEC Table I · non-derivative | Indirectby daughter | 560 |
Reported balance
Holding disclosure · report date 2024-02-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 560 |
| Common StockSEC Table I · non-derivative | Indirectby son 1 | 560 |
Reported balance
Holding disclosure · report date 2024-02-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 560 |
| Common StockSEC Table I · non-derivative | Indirectby son 2 | 560 |
Reported balance
Holding disclosure · report date 2024-02-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 560 |
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 originally granted on November 9, 2022, with a three-year vesting period beginning on February 15, 2023.
Watermark Lodging Trust, Inc.
Report date April 13, 2020 · Filed April 15, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| No securities are beneficially ownedSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2020-04-13 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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, 2024 Filed Feb 21, 2024 00:05 UTC | W. P. Carey Inc. WPC · Entity 3333 | Tax withholdingCommon Stock | 12 | $57.30 | $687.60 |
DisclosureSEC source: 0001025378-24-000041 · wk-form4_1708473937.xml · nonDerivative · entry 1 PARK JOHN J · CIK 0001054812 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 649,509 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 November 9, 2022, with a three-year vesting period beginning on February 15, 2023. F1 · price: 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 06, 2024 Filed Feb 8, 2024 21:18 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 31,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001025378-24-000029 · wk-form4_1707427073.xml · nonDerivative · entry 1 PARK JOHN J · CIK 0001054812 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 649,521 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 21:17 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 3,074 | $0.00 | $0.00 |
DisclosureSEC source: 0001025378-24-000016 · wk-form4_1706217438.xml · nonDerivative · entry 2 PARK JOHN J · CIK 0001054812 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 618,209 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. Read SEC document |
| January 23, 2024 Filed Jan 25, 2024 21:17 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 10,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001025378-24-000016 · wk-form4_1706217438.xml · nonDerivative · entry 1 PARK JOHN J · CIK 0001054812 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 615,135 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 16:25 UTC | Net Lease Office Properties NLOP · Entity 6437 | OtherCommon Stock | 456 | $0.00 | $0.00 |
DisclosureSEC source: 0001952976-24-000013 · wk-form4_1706045119.xml · nonDerivative · entry 1 PARK JOHN J · CIK 0001054812 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,439 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 17:51 UTC | Net Lease Office Properties NLOP · Entity 6437 | GrantCOMMON SHARES | 37 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-114371 · tm2329524-8_4seq1.xml · nonDerivative · entry 5 PARK JOHN J · CIK 0001054812 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Daughter Disclosed balance after: 37 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 17:51 UTC | Net Lease Office Properties NLOP · Entity 6437 | GrantCOMMON SHARES | 37 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-114371 · tm2329524-8_4seq1.xml · nonDerivative · entry 4 PARK JOHN J · CIK 0001054812 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Son 2 Disclosed balance after: 37 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 17:51 UTC | Net Lease Office Properties NLOP · Entity 6437 | GrantCOMMON SHARES | 37 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-114371 · tm2329524-8_4seq1.xml · nonDerivative · entry 3 PARK JOHN J · CIK 0001054812 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Son 1 Disclosed balance after: 37 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 17:51 UTC | Net Lease Office Properties NLOP · Entity 6437 | Tax withholdingCOMMON SHARES | 7,135 | $10.47 | $74,703.45 |
DisclosureSEC source: 0001104659-23-114371 · tm2329524-8_4seq1.xml · nonDerivative · entry 2 PARK JOHN J · CIK 0001054812 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,983 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 17:51 UTC | Net Lease Office Properties NLOP · Entity 6437 | GrantCOMMON SHARES | 39,118 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-114371 · tm2329524-8_4seq1.xml · nonDerivative · entry 1 PARK JOHN J · CIK 0001054812 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,118 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 20:19 UTC | W. P. Carey Inc. WPC · Entity 3333 | Tax withholdingCommon Stock | 26 | $76.27 | $1,983.02 |
DisclosureSEC 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 | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC 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 |
| February 15, 2023 Filed Feb 17, 2023 22:11 UTC | W. P. Carey Inc. WPC · Entity 3333 | Tax withholdingCommon Stock | 12 | $0.00 | $0.00 |
DisclosureSEC 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 14, 2023 Filed Apr 5, 2023 20:19 UTC | W. P. Carey Inc. WPC · Entity 3333 | GiftCommon Stock | 1,772 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 23:01 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 23,636 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 21:52 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 8,258 | $0.00 | $0.00 |
DisclosureSEC source: 0001025378-23-000010 · wf-form4_167476993255077.xml · nonDerivative · entry 1 PARK JOHN J · CIK 0001054812 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 582,996 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. Read SEC document |
| November 09, 2022 Filed Nov 9, 2022 21:20 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001025378-22-000147 · wf-form4_166802881362333.xml · nonDerivative · entry 1 PARK JOHN J · CIK 0001054812 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 574,738 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. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 23:45 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 21,590 | $0.00 | $0.00 |
DisclosureSEC source: 0001025378-22-000027 · wf-form4_164453669550457.xml · nonDerivative · entry 1 PARK JOHN J · CIK 0001054812 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 574,638 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 23:41 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 8,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001025378-22-000016 · wf-form4_164220364452997.xml · nonDerivative · entry 1 PARK JOHN J · CIK 0001054812 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 553,048 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. Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 23:03 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 20,279 | $0.00 | $0.00 |
DisclosureSEC source: 0001025378-21-000027 · wf-form4_161308460291963.xml · nonDerivative · entry 1 PARK JOHN J · CIK 0001054812 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 544,684 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 15, 2021 23:35 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 12,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001025378-21-000017 · wf-form4_161075371361389.xml · nonDerivative · entry 1 PARK JOHN J · CIK 0001054812 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 524,405 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. Read SEC document |
| March 19, 2020 Filed Mar 19, 2020 20:12 UTC | W. P. Carey Inc. WPC · Entity 3333 | PurchaseCommon Stock | 10,000 | $43.56 | $435,611.00 |
DisclosureSEC source: 0001209191-20-020255 · doc4.xml · nonDerivative · entry 1 PARK JOHN J · CIK 0001054812 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 511,829 F1 · price: This transaction was executed in multiple trades at prices ranging from $43.45 to $43.57. 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 |
| February 15, 2020 Filed Feb 19, 2020 22:39 UTC | W. P. Carey Inc. WPC · Entity 3333 | Tax withholdingCommon Stock | 2,142 | $85.83 | $183,847.86 |
DisclosureSEC source: 0001209191-20-010736 · doc4.xml · nonDerivative · entry 1 PARK JOHN J · CIK 0001054812 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 501,829 Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 23:12 UTC | W. P. Carey Inc. WPC · Entity 3333 | Tax withholdingCommon Stock | 7,403 | $84.74 | $627,330.22 |
DisclosureSEC source: 0001209191-20-009778 · doc4.xml · nonDerivative · entry 2 PARK JOHN J · CIK 0001054812 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 503,971 Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 23:12 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 18,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009778 · doc4.xml · nonDerivative · entry 1 PARK JOHN J · CIK 0001054812 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 511,374 F1 · kind: Represents the vesting of performance share units granted in January 2017 with a three-year performance cycle. F1 · shares: Represents the vesting of performance share units granted in January 2017 with a three-year performance cycle. F1 · price: Represents the vesting of performance share units granted in January 2017 with a three-year performance cycle. Read SEC document |
| January 16, 2020 Filed Jan 21, 2020 22:51 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 9,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-004321 · doc4.xml · nonDerivative · entry 2 PARK JOHN J · CIK 0001054812 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 493,052 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 |
| May 20, 2019 Filed Jan 21, 2020 22:51 UTC | W. P. Carey Inc. WPC · Entity 3333 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-004321 · doc4.xml · nonDerivative · entry 1 PARK JOHN J · CIK 0001054812 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 484,045 Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 21:47 UTC | W. P. Carey Inc. WPC · Entity 3333 | Tax withholdingCommon Stock | 17,648 | $75.19 | $1,326,953.12 |
DisclosureSEC source: 0001209191-19-012080 · doc4.xml · nonDerivative · entry 2 PARK JOHN J · CIK 0001054812 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 485,045 Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 21:47 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 36,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-012080 · doc4.xml · nonDerivative · entry 1 PARK JOHN J · CIK 0001054812 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 502,693 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 21:46 UTC | W. P. Carey Inc. WPC · Entity 3333 | Tax withholdingCommon Stock | 4,064 | $75.20 | $305,612.80 |
DisclosureSEC source: 0001209191-19-011582 · doc4.xml · nonDerivative · entry 1 PARK JOHN J · CIK 0001054812 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 466,655 Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:16 UTC | W. P. Carey Inc. WPC · Entity 3333 | Tax withholdingCommon Stock | 12,005 | $75.01 | $900,495.05 |
DisclosureSEC source: 0001209191-19-010696 · doc4.xml · nonDerivative · entry 2 PARK JOHN J · CIK 0001054812 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 470,719 Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:16 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 28,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010696 · doc4.xml · nonDerivative · entry 1 PARK JOHN J · CIK 0001054812 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 482,724 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 00:23 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 10,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-004871 · doc4.xml · nonDerivative · entry 1 PARK JOHN J · CIK 0001054812 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 454,603 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 23:55 UTC | W. P. Carey Inc. WPC · Entity 3333 | Tax withholdingCommon Stock | 21,294 | $61.20 | $1,303,192.80 |
DisclosureSEC source: 0001209191-18-011574 · doc4.xml · nonDerivative · entry 1 PARK JOHN J · CIK 0001054812 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 443,840 Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 22:04 UTC | W. P. Carey Inc. WPC · Entity 3333 | Tax withholdingCommon Stock | 4,879 | $60.36 | $294,496.44 |
DisclosureSEC source: 0001209191-18-010918 · doc4.xml · nonDerivative · entry 2 PARK JOHN J · CIK 0001054812 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 465,134 Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 22:04 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 9,306 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010918 · doc4.xml · nonDerivative · entry 1 PARK JOHN J · CIK 0001054812 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 470,013 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 00:46 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 11,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004812 · doc4.xml · nonDerivative · entry 1 PARK JOHN J · CIK 0001054812 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 460,707 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 |
| April 27, 2017 Filed Apr 28, 2017 23:58 UTC | W. P. Carey Inc. WPC · Entity 3333 | Exercise / conversionOfficer Stock Option (right to buy) · Derivative | 245 | $0.00 Strike: $33.20 | $0.00 |
DisclosureSEC source: 0001209191-17-028826 · doc4.xml · derivative · entry 6 PARK JOHN J · CIK 0001054812 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 245 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. F1 · 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. Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 23:58 UTC | W. P. Carey Inc. WPC · Entity 3333 | Tax withholdingCommon Stock | 190 | $63.48 | $12,061.20 |
DisclosureSEC source: 0001209191-17-028826 · doc4.xml · nonDerivative · entry 2 PARK JOHN J · CIK 0001054812 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 449,058 Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 23:58 UTC | W. P. Carey Inc. WPC · Entity 3333 | Exercise / conversionCommon Stock | 245 | $33.20 | $8,134.00 |
DisclosureSEC source: 0001209191-17-028826 · doc4.xml · nonDerivative · entry 1 PARK JOHN J · CIK 0001054812 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 449,248 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. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 21:59 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 21,398 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012769 · doc4.xml · nonDerivative · entry 1 PARK JOHN J · CIK 0001054812 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 449,003 F1 · kind: Represents the vesting of performance share units granted in January 2014 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 2014 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 2014 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 |
| February 15, 2017 Filed Feb 17, 2017 23:08 UTC | W. P. Carey Inc. WPC · Entity 3333 | Tax withholdingCommon Stock | 22,279 | $62.78 | $1,398,675.62 |
DisclosureSEC source: 0001209191-17-012340 · doc4.xml · nonDerivative · entry 1 PARK JOHN J · CIK 0001054812 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 427,605 Read SEC document |
| January 18, 2017 Filed Jan 20, 2017 21:56 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 2,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004923 · doc4.xml · nonDerivative · entry 2 PARK JOHN J · CIK 0001054812 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 449,884 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 |
| January 18, 2017 Filed Jan 20, 2017 21:56 UTC | W. P. Carey Inc. WPC · Entity 3333 | GrantCommon Stock | 10,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-004923 · doc4.xml · nonDerivative · entry 1 PARK JOHN J · CIK 0001054812 · Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 447,564 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.