W. P. Carey Inc. insider trading
Every open-market purchase and sale by W. P. Carey Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
Does following W. P. Carey Inc.’s insiders pay?
From May 27, 2010 to May 7, 2026, 24 insiders reported 39 open-market purchases and 30 sales not made under a pre-set plan in W. P. Carey Inc. Twelve months after each purchase was reported, the shares were +3.2% against the S&P 500 on average (median +2.6%), over 39 purchases with a full year of prices; 54% beat the index. After sales, the shares moved −5.9% against the index over 12 months (a negative figure means selling was the right call). Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on May 28, 2010 into $74,055 by November 2, 2026, +13.0% a year. It held shares 76% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $73,288 (+12.9% a year), and held throughout $92,529 (+14.5%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Alexander Mark A | Director | 8 | −9.1% (8) | 50% | 0 | — | November 5, 2024 |
| Bond Trevor P | CEO | 5 | +7.9% (5) | 40% | 1 | −7.0% (1) | December 10, 2015 |
| Zander Brian H | Chief Accounting Officer | 0 | — | — | 6 | −17.8% (5) | May 7, 2026 |
| Goldberg Mark M | Managing Director | 2 | +0.9% (2) | 50% | 3 | −7.9% (3) | March 24, 2017 |
| Carey H Augustus and related entities | 10% owner | 0 | — | — | 4 | −9.1% (4) | November 26, 2013 |
| Griswold Benjamin H IV | Director | 1 | +27.8% (1) | 100% | 3 | −8.8% (3) | February 27, 2015 |
| Vandeweghe Mary M | Director | 4 | −1.1% (4) | 50% | 0 | — | November 8, 2016 |
| Coolidge Nathaniel S | Director | 0 | — | — | 3 | +2.9% (3) | August 30, 2016 |
| Farrell Peter | Director | 3 | +11.2% (3) | 67% | 0 | — | November 15, 2024 |
| Mahalingam Arjun | Chief Accounting Officer | 1 | −23.3% (1) | 0% | 2 | +1.0% (2) | March 19, 2020 |
| Niehaus Christopher | Director | 3 | +12.8% (3) | 67% | 0 | — | March 18, 2020 |
| Von Koeller Karsten | Director | 0 | — | — | 3 | +23.5% (3) | December 22, 2011 |
| Carey William P | Chairman | 2 | +19.0% (2) | 100% | 0 | — | June 7, 2010 |
| Hoysradt Jean | Director | 2 | +5.3% (2) | 50% | 0 | — | November 6, 2018 |
| Kader Hisham A | Chief Accounting Officer | 0 | — | — | 2 | −14.4% (2) | August 13, 2014 |
| Parente Charles E | Director | 2 | +42.0% (2) | 100% | 0 | — | May 17, 2012 |
| Zacharias Thomas E | Chief Operating Officer | 0 | — | — | 2 | −7.1% (2) | December 18, 2015 |
| Faber Eberhard IV | Director | 1 | +25.2% (1) | 100% | 0 | — | March 7, 2012 |
| Flanagan Robert J | Director | 1 | −42.9% (1) | 0% | 0 | — | March 5, 2020 |
| Fox Jason E. | CEO | 1 | −23.3% (1) | 0% | 0 | — | March 19, 2020 |
| Miller John | Chief Investment Officer | 0 | — | — | 1 | −26.3% (1) | March 20, 2013 |
| Mittelstaedt Robert E Jr | Director | 1 | +40.8% (1) | 100% | 0 | — | March 20, 2012 |
| Park John J | President | 1 | −23.3% (1) | 0% | 0 | — | March 19, 2020 |
| Sabatini Gino M. | Managing Director | 1 | −23.3% (1) | 0% | 0 | — | March 19, 2020 |
When several insiders traded W. P. Carey Inc.
Months when 2 or more insiders became net buyers, or 3 or more net sellers, of W. P. Carey Inc. in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 8 buying crowds with six months of prices, it averaged +5.8% against the index. After 1 selling crowd, +17.0%. One company's history is too short to judge by; the test across every company is the better guide.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| November 29, 2024 | 2 buying | +18.8% | +12.5% | +8.8% |
| March 31, 2020 | 8 buying | −1.8% | −14.3% | −26.7% |
| November 30, 2018 | 2 buying | +10.5% | +24.7% | +11.4% |
| March 29, 2018 | 2 buying | +5.0% | −6.3% | +22.8% |
| November 30, 2016 | 2 buying | +0.4% | +7.0% | +7.7% |
| December 31, 2015 | 3 selling | +4.8% | +17.0% | −5.4% |
| May 29, 2015 | 2 buying | −1.2% | −0.3% | +5.9% |
| March 30, 2012 | 2 buying | +3.0% | +4.7% | +39.8% |
| March 31, 2011 | 2 buying | +15.0% | +18.7% | +29.0% |