Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| W. P. Carey Inc. | 68,458.71 | reported | 01 Jul 2016 | tx 29+71,432.4−4,000 |
| CORPORATE PROPERTY ASSOCIATES 14 INC | 2,175.99 | reported | 14 Oct 2006 | tx 4+2,175 |
| CORPORATE PROPERTY ASSOCIATES 15 INC | 2,000 | reported | 17 Jan 2006 | tx 1+1,999 |
| CORPORATE PROPERTY ASSOCIATES 12 INC | 0 | reported | 01 Dec 2006 | tx 4+2,061.62−10,972.25 |
| COMMUNITY FINANCIAL SYSTEM, INC. | 0 | reported | 31 Dec 2010 | tx 69+256,579.27−40,927.53 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Jul 2016 | GRANT_AWARD | W. P. Carey Inc. | 1,155 | 0.00 USD | |
| 01 Jul 2015 | GRANT_AWARD | W. P. Carey Inc. | 1,346 | 0.00 USD | |
| 30 Jun 2015 | EXERCISE | W. P. Carey Inc. | 4,000 | 25.89 USD | |
| 30 Jun 2015 | EXERCISE | W. P. Carey Inc. | 4,000 | 0.00 USD | deriv |
| 01 Jul 2014 | GRANT_AWARD | W. P. Carey Inc. | 1,243 | 0.00 USD | |
| 31 Jan 2014 | GRANT_AWARD | W. P. Carey Inc. | 715 | 0.00 USD | |
| 01 Jul 2013 | GRANT_AWARD | W. P. Carey Inc. | 1,201 | 0.00 USD | |
| 28 Sept 2012 | GRANT_AWARD | W. P. Carey Inc. | 465 | — | |
| 02 Jul 2012 | GRANT_AWARD | W. P. Carey Inc. | 1,502 | 0.00 USD | |
| 15 May 2012 | PURCHASE | W. P. Carey Inc. | 10,000 | 43.29 USD | first after silence |
| 01 Jul 2011 | GRANT_AWARD | W. P. Carey Inc. | 1,857 | 0.00 USD | |
| 18 Mar 2011 | PURCHASE | W. P. Carey Inc. | 20,000 | 35.05 USD | |
| 31 Dec 2010 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 12,285 | 23.04 USD | |
| 31 Dec 2010 | OTHER | COMMUNITY FINANCIAL SYSTEM, INC. | 2,688.01 | 27.77 USD | |
| 31 Dec 2010 | TAX_WITHHOLDING | COMMUNITY FINANCIAL SYSTEM, INC. | 10,193 | 27.77 USD | |
| 31 Dec 2010 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 2,688.01 | 0.00 USD | |
| 31 Dec 2010 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 2,688.01 | 0.00 USD | deriv |
| 31 Dec 2010 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 12,285 | 0.00 USD | deriv |
| 25 Aug 2010 | PURCHASE | COMMUNITY FINANCIAL SYSTEM, INC. | 2,090 | 22.64 USD | first after silence |
| 01 Jul 2010 | GRANT_AWARD | W. P. Carey Inc. | 1,848 | 0.00 USD | |
| 18 May 2010 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 36 | 0.00 USD | |
| 18 May 2010 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 0.43 | 0.00 USD | deriv |
| 18 May 2010 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 36 | 0.00 USD | deriv |
| 09 Apr 2010 | OTHER | COMMUNITY FINANCIAL SYSTEM, INC. | 0.33 | 23.95 USD | deriv |
| 20 Jan 2010 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 4,471 | 0.00 USD | deriv |
5 purchases reported after at least 12 months of silence — most recent on 15 May 2012.