Director at W. P. Carey (NYSE: WPC) gets share grant and tax withholding entry
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
W. P. Carey Inc. director Talma Stheeman received an annual equity award and had shares withheld for taxes. On July 1, 2026, she was granted 2,824 shares of common stock as restricted shares under the Amended and Restated 2017 Share Incentive Plan, scheduled to vest in full on the anniversary of the grant date. On the same date, 834 shares were withheld upon vesting of a prior restricted stock grant made on July 1, 2025 to satisfy her tax withholding obligation. After these transactions, she directly owned 10,346 common shares. These are compensation- and tax-related entries rather than open-market purchases or sales.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Talma Stheeman Mechthild Elisabeth
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock | 2,824 | $0.00 | -- |
| Tax Withholding | Common Stock | 834 | $70.81 | $59K |
Holdings After Transaction:
Common Stock — 10,346 shares (Direct, null)
Footnotes (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. Represents shares withheld upon the vesting of restricted stock granted on July 1, 2025 in order to satisfy the reporting person's tax withholding obligation upon such vesting.
Key Figures
Restricted share award: 2,824 shares
Tax-withheld shares: 834 shares
Shares after transactions: 10,346 shares
+1 more
4 metrics
Restricted share award
2,824 shares
Annual restricted stock grant on July 1, 2026
Tax-withheld shares
834 shares
Withheld upon vesting of July 1, 2025 restricted grant
Shares after transactions
10,346 shares
Total common shares directly owned following reported transactions
Tax-withholding price
$70.81 per share
Price used for 834-share tax-withholding disposition
Key Terms
restricted shares, Amended and Restated 2017 Share Incentive Plan, tax withholding obligation, tax-withholding disposition, +1 more
5 terms
tax withholding obligation financial
"in order to satisfy the reporting person's tax withholding obligation upon such vesting"
tax-withholding disposition financial
"transaction_action: "tax-withholding disposition" for 834 shares at $70.81"
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
grant, award, or other acquisition financial
"transaction_code_description: "Grant, award, or other acquisition" for 2,824 shares"
FAQ
What did WPC director Talma Stheeman do in this Form 4 filing?
Talma Stheeman reported receiving an annual grant of 2,824 restricted common shares and having 834 shares withheld to cover taxes on a prior award vesting, leaving her with 10,346 directly owned W. P. Carey shares.
Was the WPC insider transaction a market buy or sell of stock?
The transactions were not open-market buys or sells. They reflect an equity award of 2,824 restricted shares and a tax-withholding disposition of 834 shares upon vesting of a prior grant, both routine compensation-related entries.
How is the transaction code F used in this WPC Form 4?
Transaction code F in this filing indicates a tax-withholding disposition. Specifically, 834 shares of W. P. Carey common stock were withheld upon vesting of a prior restricted stock award to pay required taxes on that vesting event.