W. P. Carey (WPC) CEO gifts 3,000 common shares to donor-advised fund
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
W. P. Carey Inc. insider reports charitable stock gift
The CEO and director of W. P. Carey Inc. reported a Form 4 transaction dated 12/03/2025 involving a gift of 3,000 shares of common stock, coded "G" and priced at $0, to a charitable donor-advised fund. After this transaction, the insider directly beneficially owns 864,967 shares of W. P. Carey common stock, with additional indirect holdings of 1,263.5129 shares held by a son and 89.6019 shares held by a daughter.
Positive
- None.
Negative
- None.
Insider Trade Summary
3,000 shares gifted
Mixed
3 txns
Insider
Fox Jason E.
Role
CEO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 3,000 | $0.00 | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 864,967 shares (Direct);
Common Stock — 1,263.513 shares (Indirect, by son)
Footnotes (1)
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FAQ
What insider transaction did W. P. Carey (WPC) report in this Form 4?
The filing reports that the CEO and director of W. P. Carey Inc. made a gift of 3,000 shares of common stock on 12/03/2025, coded as a charitable transaction (code "G").
Was the W. P. Carey (WPC) insider transaction a sale for cash?
No. The Form 4 states the 3,000-share transaction was a gift to a charitable donor-advised fund at a price of $0 per share, not a market sale.
What is the relationship of the reporting person to W. P. Carey (WPC)?
The reporting person is identified as a Director, an Officer (CEO), and has an Other relationship as specified in the Form 4.
What does transaction code "G" mean in the W. P. Carey (WPC) Form 4?
Transaction code "G" in the Form 4 indicates a gift of securities, which in this case was a gift to a charitable donor-advised fund.
Does this W. P. Carey (WPC) Form 4 involve any derivative securities?
No. The provided Form 4 shows data only in Table I for common stock, and Table II for derivative securities is blank in the excerpt.