STOCK TITAN

CEO of W. P. Carey (NYSE: WPC) granted 38,006 vested shares

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

Rhea-AI Filing Summary

W. P. Carey Inc.’s CEO and President Jason E. Fox reported the vesting of 38,006 shares of Common Stock on February 6, 2026. The shares were acquired at a price of $0 as a result of performance share units granted on January 24, 2023, following a three-year performance cycle.

After this vesting, he beneficially owns 948,956 shares of Common Stock directly. The filing also lists indirect beneficial holdings of 1,280.4043 shares held by his son and 89.6019 shares held by his daughter, reflecting family-related ownership positions.

Positive

  • None.

Negative

  • None.
SEC Form 4
FORM 4 UNITED 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*
Fox Jason E.

(Last) (First) (Middle)
C/O W. P. CAREY INC.
ONE MANHATTAN WEST, 395 9TH AVE, 58TH FL

(Street)
NEW YORK NY 10001

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
W. P. Carey Inc. [ WPC ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
X Officer (give title below) X Other (specify below)
CEO President
3. Date of Earliest Transaction (Month/Day/Year)
02/06/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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)
Code V Amount (A) or (D) Price
Common Stock 02/06/2026 A(1) 38,006 A $0(1) 948,956 D
Common Stock 1,280.4043 I by son
Common Stock 89.6019 I by daughter
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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. 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.
Remarks:
/s/ Stephen Gardella, Attorney-in-Fact 02/10/2026
** Signature of Reporting Person Date
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.

FAQ

What insider transaction did W. P. Carey (WPC) report for Jason E. Fox?

Jason E. Fox reported the vesting of 38,006 W. P. Carey Common Stock shares. The shares were acquired at $0 per share on February 6, 2026, as part of a performance share unit award originally granted on January 24, 2023 with a three-year performance cycle.

How many W. P. Carey (WPC) shares does Jason E. Fox own after this Form 4?

After the reported transaction, Jason E. Fox beneficially owns 948,956 Common Stock shares directly. The filing also notes indirect beneficial ownership of 1,280.4043 shares held by his son and 89.6019 shares held by his daughter, indicating additional family-related holdings.

What is the nature of the 38,006 W. P. Carey (WPC) shares reported on this Form 4?

The 38,006 shares represent vested performance share units granted on January 24, 2023. These units had a three-year performance cycle, and the underlying Common Stock is to be paid at the end of a deferral period selected by the reporting person, Jason E. Fox.

Did Jason E. Fox pay for the 38,006 W. P. Carey (WPC) shares reported?

No, the 38,006 vested shares were acquired at a reported price of $0 per share. They were delivered upon vesting of performance share units, which are stock-based compensation that converts into Common Stock after meeting performance and time-based conditions.

What indirect W. P. Carey (WPC) shareholdings are disclosed for Jason E. Fox’s family?

The filing shows 1,280.4043 W. P. Carey Common Stock shares held by his son and 89.6019 shares held by his daughter. These positions are reported as indirect beneficial ownership, indicating shares held in the names of his children rather than directly by him.

What roles does Jason E. Fox hold at W. P. Carey (WPC) according to this Form 4?

Jason E. Fox is listed as a Director, CEO, President, and “Other” reporting person. This indicates he serves on the board and in key executive leadership positions, which is why his ownership and compensation-related share activity must be reported on Form 4.
W.P. Carey Inc.

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