undamentalytics Newsletter

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.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
W. P. Carey Inc. insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

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%).

$0$50.0k$100k 201020122014201620182020202220242026 $92.5k$74.1k$73.3k
Copying W. P. Carey Inc.'s insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by W. P. Carey Inc.'s insiders from May 28, 2010, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 76% of the time.
W. P. Carey Inc.: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest 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

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

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.

MonthCrowd3 months on, vs S&P 5006 months12 months
November 29, 20242 buying+18.8%+12.5%+8.8%
March 31, 20208 buying−1.8%−14.3%−26.7%
November 30, 20182 buying+10.5%+24.7%+11.4%
March 29, 20182 buying+5.0%−6.3%+22.8%
November 30, 20162 buying+0.4%+7.0%+7.7%
December 31, 20153 selling+4.8%+17.0%−5.4%
May 29, 20152 buying−1.2%−0.3%+5.9%
March 30, 20122 buying+3.0%+4.7%+39.8%
March 31, 20112 buying+15.0%+18.7%+29.0%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

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