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Director Margaret G. Lewis granted 2,824 W. P. Carey (WPC) restricted shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

LEWIS MARGARET G reported acquisition or exercise transactions in this Form 4 filing.

W. P. Carey Inc. director Margaret G. Lewis received an equity award of 2,824 shares of Common Stock as a grant under the company’s Amended and Restated 2017 Share Incentive Plan. The award was made at a price of $0.00 per share, reflecting stock-based compensation rather than an open-market purchase.

After this grant, she directly holds 21,870 shares of W. P. Carey common stock. According to the disclosure, these are restricted shares that are scheduled to vest in full on the anniversary of the grant date, meaning they become fully owned if service conditions are met through that date.

Positive

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Negative

  • None.
Insider LEWIS MARGARET G
Role null
Type Security Shares Price Value
Grant/Award Common Stock 2,824 $0.00 --
Holdings After Transaction: Common Stock — 21,870 shares (Direct, null)
Footnotes (1)
  1. [object Object]
Restricted share grant 2,824 shares Annual award of restricted shares granted
Grant price $0.00 per share Equity compensation, not open-market purchase
Shares owned after grant 21,870 shares Direct Common Stock holdings following transaction
restricted shares financial
"Represents an annual award of restricted shares granted under the Issuer's Amended and Restated 2017 Share Incentive Plan"
Restricted shares are company stock that cannot be sold or transferred immediately because they are subject to legal or contractual limits, such as a required holding period or performance conditions. They matter to investors because these locked-up shares can affect a company’s available stock for trading, future dilution, and insider incentives—imagine a gift that can’t be cashed until certain conditions are met, which changes when and how much supply can suddenly enter the market.
Amended and Restated 2017 Share Incentive Plan financial
"granted under the Issuer's Amended and Restated 2017 Share Incentive Plan, which are scheduled to vest"
vest in full financial
"which are scheduled to vest in full on the anniversary of the grant date"
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Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
LEWIS MARGARET G
(Last)(First)(Middle)
C/O W. P. CAREY INC.
ONE MANHATTAN WEST, 395 9TH AVE, 58TH FL
(Street)
NEW YORK NEW YORK 10001
(City)(State)(Zip)
UNITED STATES
(Country)		2. Issuer Name and Ticker or Trading Symbol
W. P. Carey Inc. [ WPC ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/01/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock07/01/2026A(1)2,824A$0(1)21,870D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Represents an annual award of restricted shares granted under the Issuer's Amended and Restated 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date.
Remarks:
/s/ Stephen Gardella, Attorney-in-Fact07/02/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did W. P. Carey (WPC) report for Margaret G. Lewis?

W. P. Carey reported that director Margaret G. Lewis received a grant of 2,824 restricted shares of Common Stock. The award was made at $0.00 per share as stock-based compensation under the Amended and Restated 2017 Share Incentive Plan.

How many W. P. Carey (WPC) shares does Margaret G. Lewis hold after this Form 4 grant?

After the reported grant, Margaret G. Lewis directly holds 21,870 shares of W. P. Carey Common Stock. This total includes the newly awarded 2,824 restricted shares, which are subject to vesting conditions tied to the anniversary of the grant date.

Was the W. P. Carey (WPC) Form 4 transaction a market purchase or a compensation award?

The Form 4 transaction was a compensation-related equity award, not a market purchase. Margaret G. Lewis received 2,824 restricted shares at $0.00 per share as an annual grant under the company’s Amended and Restated 2017 Share Incentive Plan.

What are the vesting terms of Margaret G. Lewis’s new W. P. Carey (WPC) restricted shares?

The 2,824 restricted shares granted to Margaret G. Lewis are scheduled to vest in full on the anniversary of the grant date. Full vesting means the restrictions lapse at that time, assuming the vesting conditions, such as continued service, are satisfied.

Does the W. P. Carey (WPC) Form 4 show any insider sales by Margaret G. Lewis?

The Form 4 does not show any insider sales by Margaret G. Lewis. It reports a single acquisition transaction, a grant of 2,824 restricted shares of Common Stock, leaving her with direct ownership of 21,870 shares after the award.