STOCK TITAN

Director at W. P. Carey (NYSE: WPC) gets share grant and tax withholding entry

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
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

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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)
  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.
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
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"
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"
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Learn about SEC filing dates
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*
Talma Stheeman Mechthild Elisabeth

(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)10,346D
Common Stock07/01/2026F(2)834D$70.819,512D
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.
2. 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.
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)

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 many W. P. Carey shares does the director hold after these transactions?

After the reported grant and tax withholding, Talma Stheeman directly holds 10,346 shares of W. P. Carey common stock. This figure incorporates both the newly awarded restricted shares and the shares withheld to satisfy her tax obligation.

What is the purpose of the 2,824-share award reported by WPC?

The 2,824-share award represents an annual grant of restricted common shares under W. P. Carey’s Amended and Restated 2017 Share Incentive Plan. These restricted shares are scheduled to vest in full on the anniversary of the grant date.

Why were 834 WPC shares disposed of in this Form 4?

The 834-share disposition reflects shares withheld upon vesting of restricted stock granted on July 1, 2025, to satisfy Talma Stheeman’s tax withholding obligation. This tax-withholding disposition is a mechanistic event, not an open-market sale.

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.