Welcome to our dedicated page for W.P. Carey SEC filings (Ticker: WPC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
W.P. Carey Inc. filings document the reporting record of an internally managed net lease REIT that owns commercial real estate leased to corporate tenants, primarily in the United States and Europe. Form 8-K filings cover operating results, AFFO and supplemental financial information, investment volume, Regulation FD materials and business updates tied to sale-leasebacks, build-to-suits and single-tenant property acquisitions.
The company’s SEC disclosures also describe capital-structure activity, including common stock offerings, forward sale agreements, senior unsecured notes, credit agreement amendments and shelf registration materials. Proxy filings cover governance, executive compensation and shareholder voting matters, while periodic and event disclosures frame risks related to real estate ownership, tenant leases, financing and REIT status.
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.
W. P. Carey Inc. director Constantin H. Beier reported routine equity compensation activity. He received an annual award of 2,824 restricted common shares that were granted at no cost under the company’s 2017 share incentive plan and are scheduled to vest in full on the first anniversary of the grant date.
Upon vesting of a prior restricted stock award granted on July 1, 2025, 834 shares were withheld to cover his tax withholding obligation. After these transactions, he directly holds 11,315 shares of W. P. Carey common stock.
W. P. Carey Inc. director Rhonda Gass reported equity awards of common stock as part of her board compensation. She received 423 shares of common stock valued at $70.81 per share as an annual award of restricted shares under the company’s 2017 Share Incentive Plan, scheduled to vest in full on the anniversary of the grant date. She also acquired 2,824 additional shares granted in the form of common stock under the Non-Employee Director Stock Election Plan, in lieu of cash director fees, to be paid at the end of a deferral period she selected. Footnotes note 143.278 dividend equivalent rights tied to deferred shares, each economically equal to one share of common stock, payable at the end of her chosen deferral period.
FLANAGAN ROBERT J reported acquisition or exercise transactions in this Form 4 filing.
W. P. Carey Inc. director Robert J. Flanagan received an equity compensation award of 2,824 shares of common stock. This award was granted at no cash cost to him as an annual grant under the company’s Amended and Restated 2017 Share Incentive Plan.
The restricted shares are scheduled to vest in full on the anniversary of the grant date, after which they will be delivered at the end of the deferral period he selected under the Deferred Compensation Plan for Non-Employee Directors. Following this award, Flanagan beneficially owns 22,756.318 shares, including 294.318 dividend equivalent rights tied to deferred shares.
Farrell Peter reported acquisition or exercise transactions in this Form 4 filing.
W. P. Carey Inc. director Peter Farrell received an annual 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 granted at no cash cost to him and is scheduled to vest in full on the first anniversary of the grant date.
The filing shows that after this grant, Farrell directly holds 28,332.318 shares of W. P. Carey common stock. This total includes 294.318 dividend equivalent rights tied to deferred shares under the company’s Deferred Compensation Plan for Non-Employee Directors, with each right economically equivalent to one share. The transaction is compensation-related rather than an open-market purchase or sale.
Niehaus Christopher reported acquisition or exercise transactions in this Form 4 filing.
W. P. Carey Inc. director Christopher Niehaus received an award of 2,824 shares of common stock as equity compensation. The grant consists of restricted shares that are scheduled to vest in full on the one-year anniversary of the grant date.
The underlying common shares will be delivered at the end of the deferral period Niehaus selected under the company’s Deferred Compensation Plan for Non-Employee Directors. Following this award, he holds a total of 38,034.974 common shares, including 294.318 dividend equivalent rights that mirror the value of one share each.
CALAWAY TONIT M reported acquisition or exercise transactions in this Form 4 filing.
W. P. Carey Inc. director Tonit M. Calaway received an equity compensation grant of 2,824 shares of common stock. The award consists of restricted shares granted at no cash cost under the company’s Amended and Restated 2017 Share Incentive Plan and is scheduled to vest in full on the first anniversary of the grant date.
After this grant, Calaway directly holds 17,096 shares of W. P. Carey common stock. This filing reflects a compensation-related share award, not an open-market purchase or sale.
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.
W. P. Carey Inc. completed a public offering of $350 million aggregate principal amount of 5.200% Senior Notes due 2036 on July 2, 2026. The company plans to use the net proceeds to repay $350 million of 4.250% Senior Notes due October 2026 and for other general corporate purposes, including repaying borrowings under its $2.0 billion unsecured revolving credit facility and funding potential future investments.
The new Senior Notes are direct, unsecured and unsubordinated obligations, ranking equally with W. P. Carey’s existing and future unsecured and unsubordinated debt. They bear interest at 5.200% per annum from July 2, 2026, with semi-annual payments each March 15 and September 15, starting March 15, 2027, and mature on September 15, 2036. The notes may be redeemed at a make-whole price, or at 100% of principal plus accrued interest if redeemed on or after June 15, 2036. The indenture includes covenants on unencumbered assets and indebtedness levels, as well as customary merger limitations and events of default.
W. P. Carey Inc. is offering $350,000,000 of 5.200% Senior Notes due 2036. The notes accrue interest at $5.200% per year from July 2, 2026, pay semiannually on March 15 and September 15, and mature on September 15, 2036. The company expects net proceeds of approximately $343 million, which it intends to use to repay its $350 million of 4.250% Senior Notes due October 1, 2026 and for general corporate purposes, including repayment of amounts outstanding under its unsecured revolving credit facility. The notes are senior unsecured obligations, rank equally with existing senior unsecured indebtedness, are issuable in book-entry form, and will not be listed on any exchange.