AGÕæÈ˹ٷ½

STOCK TITAN

[Form 4] W.P. Carey Inc. (REIT) Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4
Rhea-AI Filing Summary

InnovAge Holding Corp. (INNV) filed a Form 4 disclosing that director Edward M. Kennedy Jr. received 25,316 Restricted Stock Units (RSUs) on July 1, 2025. The award was recorded at a purchase price of $0 because RSUs are equity compensation rather than open-market purchases.

The RSUs will vest in full on June 30, 2026, provided the director remains in service through that date. Upon settlement, the units will convert into an equivalent number of common shares. Following the grant, Kennedy’s direct beneficial ownership totals 68,157 shares of InnovAge common stock.

No sales, option exercises, derivative positions, or other transactions were reported. The filing therefore reflects a routine equity-compensation grant that modestly increases insider alignment but does not involve immediate cash inflows, earnings information, or strategic developments.

InnovAge Holding Corp. (INNV) ha presentato un Modulo 4 rivelando che il direttore Edward M. Kennedy Jr. ha ricevuto 25.316 Unità Azionarie Vincolate (RSU) il 1° luglio 2025. Il premio è stato registrato con un prezzo di acquisto di $0 poiché le RSU rappresentano una forma di compenso azionario e non acquisti sul mercato aperto.

Le RSU matureranno completamente il 30 giugno 2026, a condizione che il direttore rimanga in carica fino a quella data. Al momento della liquidazione, le unità saranno convertite in un numero equivalente di azioni ordinarie. Dopo l’assegnazione, la posizione diretta di proprietà di Kennedy ammonta a 68.157 azioni ordinarie di InnovAge.

Non sono state segnalate vendite, esercizi di opzioni, posizioni derivati o altre transazioni. La comunicazione riflette quindi una normale assegnazione di compenso azionario che aumenta moderatamente l’allineamento degli insider senza comportare flussi di cassa immediati, informazioni sugli utili o sviluppi strategici.

InnovAge Holding Corp. (INNV) presentó un Formulario 4 revelando que el director Edward M. Kennedy Jr. °ù±ð³¦¾±²ú¾±Ã³ 25,316 Unidades de Acciones Restringidas (RSU) el 1 de julio de 2025. La concesión se registró a un precio de compra de $0 porque las RSU son una compensación en acciones y no compras en el mercado abierto.

Las RSU se consolidarán por completo el 30 de junio de 2026, siempre que el director permanezca en servicio hasta esa fecha. Al momento de la liquidación, las unidades se convertirán en un número equivalente de acciones comunes. Tras la concesión, la posesión directa de Kennedy asciende a 68,157 acciones comunes de InnovAge.

No se reportaron ventas, ejercicios de opciones, posiciones derivadas u otras transacciones. Por lo tanto, la presentación refleja una concesión rutinaria de compensación en acciones que incrementa moderadamente la alineación interna, sin implicar entradas inmediatas de efectivo, información sobre ganancias o desarrollos estratégicos.

InnovAge Holding Corp. (INNV)ëŠ� ì´ì‚¬ Edward M. Kennedy Jr.ê°¶Ä 2025ë…� 7ì›� 1ì�ì—� 25,316ê°œì˜ ì œí•œ ì£¼ì‹ ë‹¨ìœ„(RSU)ë¥� 받았ìŒì„ 공개하는 Form 4ë¥� 제출했습니다. ì� ë³´ìƒì€ RSUê°¶Ä ê³µê°œ 시장ì—서ì� êµ¬ë§¤ê°¶Ä ì•„ë‹Œ ì£¼ì‹ ë³´ìƒ í˜•íƒœì´ë¯€ë¡� $0ì� ì·¨ë“ê°¶Äë¡� 기ë¡ë˜ì—ˆìŠµë‹ˆë‹�.

RSUëŠ� ì´ì‚¬ê°¶Ä 해당 날짜까지 근무ë¥� 유지하는 경우 2026ë…� 6ì›� 30ì¼ì— ì „ì•¡ 권리 확정ë©ë‹ˆë‹�. ì •ì‚° ì‹� 해당 단위ëŠ� ë™ì¼ 수량ì� 보통주로 전환ë©ë‹ˆë‹�. ì´ë²ˆ ë¶€ì—� í›� 케네디ì� ì§ì ‘ 보유 주ì‹ì€ ì´� 68,157ì£�ë¡� ì¦ê°¶Ä했습니ë‹�.

íŒë§¤, 옵션 행사, 파ìƒìƒí’ˆ í¬ì§€ì…� ë˜ëŠ” 기타 거래ëŠ� ë³´ê³ ë˜ì§€ 않았습니ë‹�. ë”°ë¼ì„� ì´ë²ˆ ì œì¶œì€ ë‚´ë¶€ìž� ì •ë ¬ì� 다소 높ì´ëŠ� ì¼ìƒì ì¸ ì£¼ì‹ ë³´ìƒ ë¶€ì—¬ë¥¼ ë°˜ì˜í•˜ë©° 즉ê°ì ì¸ 현금 유입, ìˆ˜ìµ ì •ë³´ ë˜ëŠ” ì „ëžµì � 개발과는 ê´€ë ¨ì´ ì—†ìŠµë‹ˆë‹¤.

InnovAge Holding Corp. (INNV) a déposé un formulaire 4 révélant que le directeur Edward M. Kennedy Jr. a reçu 25 316 unités d’actions restreintes (RSU) le 1er juillet 2025. Cette attribution a été enregistrée à un prix d’achat de 0 $ car les RSU sont une forme de rémunération en actions et non des achats sur le marché ouvert.

Les RSU seront entièrement acquises le 30 juin 2026, à condition que le directeur reste en fonction jusqu’� cette date. Lors du règlement, les unités seront converties en un nombre équivalent d’actions ordinaires. Suite à cette attribution, la détention directe de Kennedy s’élève à 68 157 actions ordinaires d’InnovAge.

Aucune vente, exercice d’options, position dérivée ou autre transaction n’a été signalée. Le dépôt reflète donc une attribution de rémunération en actions courante qui augmente modestement l’alignement des initiés sans impliquer de flux de trésorerie immédiats, d’informations sur les bénéfices ou de développements stratégiques.

InnovAge Holding Corp. (INNV) reichte ein Formular 4 ein, das offenlegt, dass der Direktor Edward M. Kennedy Jr. am 1. Juli 2025 25.316 Restricted Stock Units (RSUs) erhalten hat. Die Zuteilung wurde mit einem Kaufpreis von 0 $ verbucht, da RSUs eine Form der Aktienvergütung sind und keine Käufe am offenen Markt.

Die RSUs werden am 30. Juni 2026 vollständig unverfallbar, vorausgesetzt, der Direktor bleibt bis zu diesem Datum im Dienst. Bei der Abrechnung werden die Einheiten in eine entsprechende Anzahl von Stammaktien umgewandelt. Nach der Zuteilung beträgt Kennedys direkter wirtschaftlicher Besitz 68.157 Aktien der InnovAge-Stammaktien.

Es wurden keine Verkäufe, Optionsausübungen, Derivatpositionen oder sonstige Transaktionen gemeldet. Die Meldung spiegelt daher eine routinemäßige Aktienvergütung wider, die die Insider-Ausrichtung leicht erhöht, jedoch keine sofortigen Geldzuflüsse, Gewinninformationen oder strategische Entwicklungen beinhaltet.

Positive
  • Director’s beneficial ownership increases by 25,316 shares, incrementally aligning insider and shareholder interests.
Negative
  • RSU grant creates potential future dilution once shares vest, though impact is expected to be minor.
  • No open-market purchase; therefore, the filing offers limited positive signaling about management’s view of the stock’s value.

Insights

TL;DR: Routine RSU grant; neutral impact, modestly improves alignment, negligible dilution until vesting.

The award of 25,316 RSUs to Director Edward M. Kennedy Jr. is standard board compensation. Because the units vest in 2026 and were issued at no cost, the grant only potentially dilutes shareholders after vesting and has no near-term P&L or cash impact. Insider ownership rises to 68,157 shares, incrementally strengthening incentive alignment, but the size is immaterial relative to InnovAge’s overall float. With no accompanying purchases, sales, or performance commentary, I view the filing as administratively routine and neutral for valuation.

InnovAge Holding Corp. (INNV) ha presentato un Modulo 4 rivelando che il direttore Edward M. Kennedy Jr. ha ricevuto 25.316 Unità Azionarie Vincolate (RSU) il 1° luglio 2025. Il premio è stato registrato con un prezzo di acquisto di $0 poiché le RSU rappresentano una forma di compenso azionario e non acquisti sul mercato aperto.

Le RSU matureranno completamente il 30 giugno 2026, a condizione che il direttore rimanga in carica fino a quella data. Al momento della liquidazione, le unità saranno convertite in un numero equivalente di azioni ordinarie. Dopo l’assegnazione, la posizione diretta di proprietà di Kennedy ammonta a 68.157 azioni ordinarie di InnovAge.

Non sono state segnalate vendite, esercizi di opzioni, posizioni derivati o altre transazioni. La comunicazione riflette quindi una normale assegnazione di compenso azionario che aumenta moderatamente l’allineamento degli insider senza comportare flussi di cassa immediati, informazioni sugli utili o sviluppi strategici.

InnovAge Holding Corp. (INNV) presentó un Formulario 4 revelando que el director Edward M. Kennedy Jr. °ù±ð³¦¾±²ú¾±Ã³ 25,316 Unidades de Acciones Restringidas (RSU) el 1 de julio de 2025. La concesión se registró a un precio de compra de $0 porque las RSU son una compensación en acciones y no compras en el mercado abierto.

Las RSU se consolidarán por completo el 30 de junio de 2026, siempre que el director permanezca en servicio hasta esa fecha. Al momento de la liquidación, las unidades se convertirán en un número equivalente de acciones comunes. Tras la concesión, la posesión directa de Kennedy asciende a 68,157 acciones comunes de InnovAge.

No se reportaron ventas, ejercicios de opciones, posiciones derivadas u otras transacciones. Por lo tanto, la presentación refleja una concesión rutinaria de compensación en acciones que incrementa moderadamente la alineación interna, sin implicar entradas inmediatas de efectivo, información sobre ganancias o desarrollos estratégicos.

InnovAge Holding Corp. (INNV)ëŠ� ì´ì‚¬ Edward M. Kennedy Jr.ê°¶Ä 2025ë…� 7ì›� 1ì�ì—� 25,316ê°œì˜ ì œí•œ ì£¼ì‹ ë‹¨ìœ„(RSU)ë¥� 받았ìŒì„ 공개하는 Form 4ë¥� 제출했습니다. ì� ë³´ìƒì€ RSUê°¶Ä ê³µê°œ 시장ì—서ì� êµ¬ë§¤ê°¶Ä ì•„ë‹Œ ì£¼ì‹ ë³´ìƒ í˜•íƒœì´ë¯€ë¡� $0ì� ì·¨ë“ê°¶Äë¡� 기ë¡ë˜ì—ˆìŠµë‹ˆë‹�.

RSUëŠ� ì´ì‚¬ê°¶Ä 해당 날짜까지 근무ë¥� 유지하는 경우 2026ë…� 6ì›� 30ì¼ì— ì „ì•¡ 권리 확정ë©ë‹ˆë‹�. ì •ì‚° ì‹� 해당 단위ëŠ� ë™ì¼ 수량ì� 보통주로 전환ë©ë‹ˆë‹�. ì´ë²ˆ ë¶€ì—� í›� 케네디ì� ì§ì ‘ 보유 주ì‹ì€ ì´� 68,157ì£�ë¡� ì¦ê°¶Ä했습니ë‹�.

íŒë§¤, 옵션 행사, 파ìƒìƒí’ˆ í¬ì§€ì…� ë˜ëŠ” 기타 거래ëŠ� ë³´ê³ ë˜ì§€ 않았습니ë‹�. ë”°ë¼ì„� ì´ë²ˆ ì œì¶œì€ ë‚´ë¶€ìž� ì •ë ¬ì� 다소 높ì´ëŠ� ì¼ìƒì ì¸ ì£¼ì‹ ë³´ìƒ ë¶€ì—¬ë¥¼ ë°˜ì˜í•˜ë©° 즉ê°ì ì¸ 현금 유입, ìˆ˜ìµ ì •ë³´ ë˜ëŠ” ì „ëžµì � 개발과는 ê´€ë ¨ì´ ì—†ìŠµë‹ˆë‹¤.

InnovAge Holding Corp. (INNV) a déposé un formulaire 4 révélant que le directeur Edward M. Kennedy Jr. a reçu 25 316 unités d’actions restreintes (RSU) le 1er juillet 2025. Cette attribution a été enregistrée à un prix d’achat de 0 $ car les RSU sont une forme de rémunération en actions et non des achats sur le marché ouvert.

Les RSU seront entièrement acquises le 30 juin 2026, à condition que le directeur reste en fonction jusqu’� cette date. Lors du règlement, les unités seront converties en un nombre équivalent d’actions ordinaires. Suite à cette attribution, la détention directe de Kennedy s’élève à 68 157 actions ordinaires d’InnovAge.

Aucune vente, exercice d’options, position dérivée ou autre transaction n’a été signalée. Le dépôt reflète donc une attribution de rémunération en actions courante qui augmente modestement l’alignement des initiés sans impliquer de flux de trésorerie immédiats, d’informations sur les bénéfices ou de développements stratégiques.

InnovAge Holding Corp. (INNV) reichte ein Formular 4 ein, das offenlegt, dass der Direktor Edward M. Kennedy Jr. am 1. Juli 2025 25.316 Restricted Stock Units (RSUs) erhalten hat. Die Zuteilung wurde mit einem Kaufpreis von 0 $ verbucht, da RSUs eine Form der Aktienvergütung sind und keine Käufe am offenen Markt.

Die RSUs werden am 30. Juni 2026 vollständig unverfallbar, vorausgesetzt, der Direktor bleibt bis zu diesem Datum im Dienst. Bei der Abrechnung werden die Einheiten in eine entsprechende Anzahl von Stammaktien umgewandelt. Nach der Zuteilung beträgt Kennedys direkter wirtschaftlicher Besitz 68.157 Aktien der InnovAge-Stammaktien.

Es wurden keine Verkäufe, Optionsausübungen, Derivatpositionen oder sonstige Transaktionen gemeldet. Die Meldung spiegelt daher eine routinemäßige Aktienvergütung wider, die die Insider-Ausrichtung leicht erhöht, jedoch keine sofortigen Geldzuflüsse, Gewinninformationen oder strategische Entwicklungen beinhaltet.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Farrell Peter

(Last) (First) (Middle)
C/O W. P. CAREY INC.
ONE MANHATTAN WEST, 395 9TH AVE, 58TH FL

(Street)
NEW YORK NY 10001

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
W. P. Carey Inc. [ WPC ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
07/01/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 07/01/2025 A(1) 2,778 A $0(1) 25,214(2) D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Represents an annual award of restricted shares granted under the Issuer's Amended and Restated 2017 Share Incentive Plan, which are scheduled to vest in full on the anniversary of the grant date. The underlying shares of the Issuer's common stock will be paid at the end of the deferral period selected by the reporting person under the Issuer's Deferred Compensation Plan for Non-Employee Directors.
2. Includes 147 dividend equivalent rights ("DERs") related to dividends received on deferred shares granted under the Issuer's Deferred Compensation Plan for Non-Employee Directors. These DERs become payable at the end of the deferral period selected by the reporting person. Each DER is the economic equivalent of one share of the Issuer's common stock.
Remarks:
/s/ Gena Panter, Attorney-in-fact 07/02/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transaction did InnovAge (INNV) report on Form 4?

Director Edward M. Kennedy Jr. was granted 25,316 Restricted Stock Units on July 1, 2025.

When will the RSUs granted to Edward M. Kennedy Jr. vest?

The RSUs will vest in full on June 30, 2026, subject to continued service.

How many InnovAge shares does Kennedy own after the transaction?

His total direct beneficial ownership is 68,157 common shares following the grant.

Did the Form 4 disclose any stock sales or option exercises?

No. The filing only reported an RSU grant; there were no sales or option exercises.

Was any cash paid for the RSUs?

No. RSUs are issued at $0 purchase price as part of equity-based compensation.
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REIT - Diversified
AGÕæÈ˹ٷ½ Estate Investment Trusts
United States
NEW YORK