W. P. Carey CEO Gifts 1,124 Shares to Charity
W. P. Carey Inc.
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Filing Summary
W. P. Carey CEO Gifts 1,124 Shares to Charity
Company: W. P. Carey Inc. (WPC) Form: 4 | Filed: 2025-11-05 Significance: Low
Insider: Fox Jason E. Title: CEO, President | Relationship: Director, Officer
Transaction: • Type: Gift • Shares: 1,124 • Price: $0.00 • Value: $0 • Owned After: 867,967 (Direct)
Key Insight: The CEO made a small charitable donation of stock, which is not a market-moving event. The transaction value is $0 and represents a negligible percentage of shares outstanding.
Market Context: This is a routine disclosure of a non-market transaction and has no bearing on the company's operational performance or stock valuation.
This is PUBLIC SEC data for educational purposes. Not investment advice.
Comprehensive Analysis
SEC Filing Analysis: W. P. Carey Inc. (WPC)
Executive Summary
- Trading Significance: Low
- Key Takeaway: The CEO of W. P. Carey, Jason E. Fox, made a charitable gift of 1,124 shares of common stock, a transaction with no cash value and negligible market impact.
- Market Impact: Neutral. This is a non-market transaction and does not signal a change in insider sentiment regarding the company's future prospects.
Company Information
| Field | Value |
|---|---|
| Company | W. P. Carey Inc. |
| Ticker Symbol | WPC |
| CIK | 0001025378 |
| Industry | REAL ESTATE INVESTMENT TRUSTS [6798] |
Insider Information
| Field | Value |
|---|---|
| Name | Fox Jason E. |
| CIK | 0001523546 |
| Title/Position | CEO, President |
| Relationship | Director, Officer |
Transaction Details
| Field | Value |
|---|---|
| Form Type | 4 |
| Transaction Date | 2025-11-03 |
| Transaction Code | G (Gift) |
| Security Type | Common Stock |
| Shares Involved | 1,124 |
| Price Per Share | $0.00 |
| Total Value | $0 |
| Shares Owned After | 867,967 (Directly) |
| Ownership Type | Direct |
Financial Impact Assessment
Transaction Materiality
| Metric | Value |
|---|---|
| Transaction Value | $0 |
| % of Market Cap | 0.00% |
| Shares Transacted | 1,124 |
| % of Shares Outstanding | 0.0005% |
| Post-Transaction Ownership | 867,967 shares (0.396% of outstanding) |
| Materiality Assessment | Low |
Impact Evaluation
- Market Cap Context: The transaction has a value of $0 and involves a number of shares representing less than 0.001% of the company's 218.99 million outstanding shares. Given the company's $14.46 billion market capitalization, this event is immaterial.
- Ownership Concentration: The CEO's direct ownership remains at approximately 0.40% of the company's total shares outstanding, a level that is not significantly altered by this gift.
- Transaction Significance: As a charitable gift with no monetary value to the insider and representing a minuscule fraction of the company's equity, the transaction holds no significance for investors analyzing insider sentiment.
Market Impact Analysis
Stock Impact Prediction
- Direction: Neutral
- Reasoning: Charitable gifts are not indicative of an insider's outlook on the company's performance. The transaction is too small to have any market impact.
Volume & Sentiment
- Expected Volume Impact: None. This was not an open-market transaction.
- Sentiment Indicator: Neutral. This filing does not provide any bullish or bearish signals.
Additional Context
Transaction Notes
- Special Circumstances: The filing's footnote confirms the shares were disposed of as a gift to a charitable donor-advised fund.
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Important Disclaimer
This content is drawn from public SEC filings and may contain errors. It is for informational purposes only and is not investment, legal, or tax advice.
Nothing here is a recommendation to buy, sell, or hold any security. Do your own due diligence.