Filing Details
- Accession Number:
- 0001181431-13-019798
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2013-04-01 21:10:02
- Reporting Period:
- 2013-03-28
- Filing Date:
- 2013-04-01
- Accepted Time:
- 2013-04-01 21:10:02
- SEC Url:
- Form 4 Filing
Issuer
Cik | Name | Symbol | Sector (SIC) | IRS No |
---|---|---|---|---|
1025378 | W. P. Carey Inc. | WPC | Real Estate Investment Trusts (6798) | 133912578 |
Insiders
Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
---|---|---|---|---|---|---|---|
1417763 | F Jan Karst | C/O Wm. Polk Carey Estate, Llc 55 East 59Th Street, Suite 1700 New York NY 10022 | No | No | Yes | No |
Reported Non-Derivative Transactions
Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|---|---|---|---|---|---|
Common Stock | Disposition | 2013-03-28 | 616,971 | $64.83 | 2,994,620 | No | 4 | S | Indirect | As Co-Executor of the Estate of Wm. Polk Carey |
Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|
No | 4 | S | Indirect | As Co-Executor of the Estate of Wm. Polk Carey |
Reported Non-Derivative Holdings
Sec. Name | Remaning Holdings | Nature of Ownership | Explanation |
---|---|---|---|
Common Stock | 7,114,735 | Indirect | As Co-Executor of the Estate of Wm. Polk Carey |
Common Stock | 61,891 | Direct | |
Common Stock | 4,843 | Indirect | Held in trust for minor child |
Common Stock | 2,970 | Indirect | Held in trust for minor child |
Common Stock | 3,955 | Indirect | Held in trust for minor child |
Common Stock | 5,297 | Indirect | By wife |
Footnotes
- Represents the exercise of the third sale option under the terms of the Share Purchase Agreement at a per share sale price equal to $64.8328, which was determined at the time of exercise.
- This Common Stock is held in the Estate. The reporting person is the co-executor of the Estate, and disclaims beneficial ownership of this Common Stock except to the extent of his pecuniary interest.
- Previously the Reporting Person mistakenly included an additional .3152 shares of Common Stock which Wm. Polk Carey Estate, LLC did not own.
- This Common Stock is held by Wm. Polk Carey Estate, LLC, which is wholly-owned by the Estate. The reporting person is the co-executor of the Estate, and disclaims beneficial ownership of this Common Stock except to the extent of his pecuniary interest.