Form 4: W. P. Carey CEO Jason E. Fox Reports Gift of 1,000 Shares

W. P. Carey CEO Jason E. Fox reported a gift of 1,000 common stock shares to a charitable donor-advised fund on December 2, 2024.

Summary

• Jason E. Fox, CEO of W. P. Carey Inc., reported a transaction on December 2, 2024.
• The transaction involved a gift of 1,000 shares of W. P. Carey common stock to a charitable donor-advised fund.
• Following the transaction, Mr. Fox directly owns 908,178 shares of common stock.
• He also indirectly owns 1,192.8073 shares through his son and 86.933 shares through his daughter.
• The indirect holdings include shares acquired through a dividend reinvestment program.

Sentiment

Score: 5

Explanation: The document is a neutral disclosure of a personal transaction by an executive, with no direct implications for the company's performance or outlook.

Industry Context

This is a standard SEC Form 4 filing, which is a routine disclosure for corporate insiders when they make transactions in their company's stock. It does not indicate any specific trend in the broader real estate or REIT industry.

Comparison to Industry Standards

• Form 4 filings are a standard practice for all publicly traded companies in the US.
• The transaction is a personal gift and does not reflect on the company's performance or strategy.
• The level of detail provided is consistent with SEC requirements for insider trading disclosures.

Stakeholder Impact

• The transaction has no direct impact on shareholders, employees, customers, suppliers, or creditors.

Key Dates

Keywords

Form 4, Beneficial Ownership, W. P. Carey, Jason E. Fox, Stock Gift, Charitable Donation, Dividend Reinvestment