Gordon Brooks G. 4
4 · W. P. Carey Inc. · Filed Feb 18, 2026
Research Summary
AI-generated summary of this filing
W. P. Carey MD Gordon Brooks Sells Shares for Tax Withholding
What Happened
Gordon G. Brooks, a Managing Director at W. P. Carey (WPC), had a total of 3,025 shares withheld by the company on Feb 15, 2026 to satisfy tax withholding obligations related to vested restricted stock units (RSUs). The withholdings occurred in four discrete amounts at $74.20 per share:
- 648 shares withheld — $48,082
- 517 shares withheld — $38,361
- 868 shares withheld — $64,406
- 992 shares withheld — $73,606
Total value of shares withheld/disposed: $224,455. These were not open-market sales for cash generation but routine share withholding to cover taxes on RSU vesting (transaction code F).
Key Details
- Transaction date: 2026-02-15 (reported on Form 4 filed 2026-02-18). Filing date appears within the standard reporting window.
- Price per share: $74.20 for all withheld lots.
- Total shares withheld/disposed: 3,025; total value: $224,455.
- Shares owned after transaction: Not specified in the provided excerpt.
- Footnotes: Withholdings relate to RSUs granted on Jan 24, 2023 (three‑year vesting beginning Feb 15, 2024), Jan 23, 2024 (vesting beginning Feb 15, 2025), and Jan 21, 2025 (vesting beginning Feb 15, 2026).
- Transaction code: F = tax withholding in connection with RSU vesting (cashless settlement).
Context
Tax‑withholding by share retention is a common, administrative transaction when RSUs vest — it reduces the insider's outstanding shares but is distinct from an active market sale that might signal a view on the stock. These entries should be viewed as routine settlement of compensation-related tax obligations rather than a discretionary sell decision.
Insider Transaction Report
- Tax Payment
Common Stock
[F1]2026-02-15$74.20/sh−648$48,082→ 172,509.31 total - Tax Payment
Common Stock
[F2]2026-02-15$74.20/sh−517$38,361→ 171,992.31 total - Tax Payment
Common Stock
[F2]2026-02-15$74.20/sh−868$64,406→ 171,124.31 total - Tax Payment
Common Stock
[F3]2026-02-15$74.20/sh−992$73,606→ 170,132.31 total
Footnotes (3)
- [F1]Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of restricted stock units ("RSUs") originally granted on January 24, 2023, with a three-year vesting period beginning on February 15, 2024.
- [F2]Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of RSUs originally granted on January 23, 2024, with a three-year vesting period beginning on February 15, 2025.
- [F3]Represents the payment of tax liability by withholding shares in connection with the vesting and settlement of RSUs originally granted on January 21, 2025, with a three-year vesting period beginning on February 15, 2026.