Tapewire

Nasdaq · USD

WLFC

WILLIS LEASE FINANCE CORP

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Tapewire entity
399
SEC CIK
0001018164
Parsed reports
525

Last 12 months

Inside the activity.

1 purchase rows · 106 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 2025012
Dec 2025017
Jan 202603
Feb 202605
Mar 2026028
Apr 202603
May 202604
Jun 202600
Jul 202618
Aug 2026022
Sep 202604
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
April 01, 2024 Filed Apr 3, 2024 13:59 UTC
Poulakidas Dean MichaelSVP, GEN. COUNSEL, SECRETARY
Tax withholdingCommon Stock 7,329 $48.78 $357,508.62
Disclosure

SEC source: 0001573998-24-000002 · wk-form4_1712152736.xml · nonDerivative · entry 3

Poulakidas Dean Michael · CIK 0001573998 · SVP, GEN. COUNSEL, SECRETARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 146,346

F3 · shares: Return to issuer of previously restricted shares to satisfy withholding tax liability.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 13:59 UTC
Poulakidas Dean MichaelSVP, GEN. COUNSEL, SECRETARY
GrantCommon Stock 18,150 $48.78 $885,357.00
Disclosure

SEC source: 0001573998-24-000002 · wk-form4_1712152736.xml · nonDerivative · entry 2

Poulakidas Dean Michael · CIK 0001573998 · SVP, GEN. COUNSEL, SECRETARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 153,675

F2 · shares: Performance Stock Grant vesting over two years.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 13:59 UTC
Poulakidas Dean MichaelSVP, GEN. COUNSEL, SECRETARY
GrantCommon Stock 9,680 $48.78 $472,190.40
Disclosure

SEC source: 0001573998-24-000002 · wk-form4_1712152736.xml · nonDerivative · entry 1

Poulakidas Dean Michael · CIK 0001573998 · SVP, GEN. COUNSEL, SECRETARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 135,525

F1 · shares: Restrictive Stock Grant vesting over three years.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 13:51 UTC Tax withholdingCommon Stock 13,706 $48.78 $668,578.68
Disclosure

SEC source: 0001676532-24-000010 · wk-form4_1712152255.xml · nonDerivative · entry 3

Flaherty Scott B. · CIK 0001676532 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 113,553

F3 · shares: Return to issuer of previously restricted shares to satisfy withholding tax liability.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 13:51 UTC GrantCommon Stock 23,250 $48.78 $1,134,135.00
Disclosure

SEC source: 0001676532-24-000010 · wk-form4_1712152255.xml · nonDerivative · entry 2

Flaherty Scott B. · CIK 0001676532 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 127,259

F2 · shares: Performance Stock Grant vesting over two years.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 13:51 UTC GrantCommon Stock 12,400 $48.78 $604,872.00
Disclosure

SEC source: 0001676532-24-000010 · wk-form4_1712152255.xml · nonDerivative · entry 1

Flaherty Scott B. · CIK 0001676532 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 104,009

F1 · shares: Restrictive Stock Grant vesting over three years.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 13:37 UTC Tax withholdingCommon Stock 19,899 $48.78 $970,673.22
Disclosure

SEC source: 0001669572-24-000004 · wk-form4_1712151453.xml · nonDerivative · entry 3

Hole Brian Richard · CIK 0001669572 · PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 114,022

F3 · shares: Return to issuer of previously restricted shares to satisfy withholding tax liability.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 13:37 UTC GrantCommon Stock 28,500 $48.78 $1,390,230.00
Disclosure

SEC source: 0001669572-24-000004 · wk-form4_1712151453.xml · nonDerivative · entry 2

Hole Brian Richard · CIK 0001669572 · PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 133,921

F2 · shares: Performance Stock Grant vesting over two years.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 13:37 UTC GrantCommon Stock 15,200 $48.78 $741,456.00
Disclosure

SEC source: 0001669572-24-000004 · wk-form4_1712151453.xml · nonDerivative · entry 1

Hole Brian Richard · CIK 0001669572 · PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,421

F1 · shares: Restrictive Stock Grant vesting over three years.

Read SEC document
March 28, 2024 Filed Apr 1, 2024 16:02 UTC SaleCommon Stock 215 $49.55 $10,653.25
Disclosure

SEC source: 0001104659-24-041655 · tm2410328-1_4seq1.xml · nonDerivative · entry 1

HUNZIKER HANS JORG · CIK 0001129701 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,677

F1 · price: This transaction was executed in multiple trades at prices ranging from $49.40 to $49.89, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) of this Form 4.

Read SEC document
March 27, 2024 Filed Mar 27, 2024 22:02 UTC SaleCommon Stock 466 $49.49 $23,062.34
Disclosure

SEC source: 0001104659-24-039784 · tm2410032-1_4seq1.xml · nonDerivative · entry 2

HUNZIKER HANS JORG · CIK 0001129701 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,892

F2 · price: This transaction was executed in multiple trades at prices ranging from $49.25 to $49.85, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) of this Form 4.

Read SEC document
March 26, 2024 Filed Mar 27, 2024 22:02 UTC SaleCommon Stock 452 $49.45 $22,351.40
Disclosure

SEC source: 0001104659-24-039784 · tm2410032-1_4seq1.xml · nonDerivative · entry 1

HUNZIKER HANS JORG · CIK 0001129701 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,358

F1 · price: This transaction was executed in multiple trades at prices ranging from $49.36 to $49.53, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) of this Form 4.

Read SEC document
March 25, 2024 Filed Mar 26, 2024 16:40 UTC SaleCommon Stock 183 $49.46 $9,051.18
Disclosure

SEC source: 0001104659-24-038917 · tm249812-1_4seq1.xml · nonDerivative · entry 2

HUNZIKER HANS JORG · CIK 0001129701 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,627

F2 · price: This transaction was executed in multiple trades at prices ranging from $49.44 to $49.47, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) of this Form 4.

Read SEC document
March 22, 2024 Filed Mar 26, 2024 16:40 UTC SaleCommon Stock 332 $49.55 $16,450.60
Disclosure

SEC source: 0001104659-24-038917 · tm249812-1_4seq1.xml · nonDerivative · entry 1

HUNZIKER HANS JORG · CIK 0001129701 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,810

F1 · price: This transaction was executed in multiple trades at prices ranging from $49.43 to $49.58, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) of this Form 4.

Read SEC document
March 21, 2024 Filed Mar 22, 2024 15:51 UTC SaleCommon Stock 63 $49.48 $3,117.24
Disclosure

SEC source: 0001104659-24-037687 · tm249564-1_4seq1.xml · nonDerivative · entry 2

HUNZIKER HANS JORG · CIK 0001129701 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,142

F2 · price: This transaction was executed in multiple trades at prices ranging from $49.46 to $49.56, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) of this Form 4.

Read SEC document
March 20, 2024 Filed Mar 22, 2024 15:51 UTC SaleCommon Stock 789 $49.32 $38,913.48
Disclosure

SEC source: 0001104659-24-037687 · tm249564-1_4seq1.xml · nonDerivative · entry 1

HUNZIKER HANS JORG · CIK 0001129701 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,205

F1 · price: This transaction was executed in multiple trades at prices ranging from $49.17 to $49.85, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) of this Form 4.

Read SEC document
February 12, 2024 Filed Feb 13, 2024 21:11 UTC SaleCommon Stock 614 $50.11 $30,767.54
Disclosure

SEC source: 0001676532-24-000008 · wk-form4_1707858685.xml · nonDerivative · entry 2

Flaherty Scott B. · CIK 0001676532 · EVP, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 91,609

F1 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $50.00 to $51.00. The reporting person has provided to the issuer, and will provide to any security holder of the issuer or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.

Read SEC document
February 09, 2024 Filed Feb 13, 2024 21:11 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,178 $49.77 $58,629.18
Disclosure

SEC source: 0000905148-24-000603 · form4.xml · nonDerivative · entry 1

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 908,577

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

F2 · price: This transaction was executed in multiple trades at prices ranging from $49.47 to $50.155, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) of this Form 4.

Read SEC document
February 09, 2024 Filed Feb 13, 2024 21:11 UTC SaleCommon Stock 275 $50.00 $13,750.00
Disclosure

SEC source: 0001676532-24-000008 · wk-form4_1707858685.xml · nonDerivative · entry 1

Flaherty Scott B. · CIK 0001676532 · EVP, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 92,223

Read SEC document
February 08, 2024 Filed Feb 8, 2024 22:33 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 110 $49.52 $5,446.82
Disclosure

SEC source: 0000905148-24-000505 · form4.xml · nonDerivative · entry 6

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 909,755

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

F6 · price: This transaction was executed in multiple trades at prices ranging from $49.30 to $49.60, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (6) of this Form 4.

Read SEC document
February 08, 2024 Filed Feb 8, 2024 22:33 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 522 $48.74 $25,442.80
Disclosure

SEC source: 0000905148-24-000505 · form4.xml · nonDerivative · entry 5

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 909,865

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

F5 · price: This transaction was executed in multiple trades at prices ranging from $48.19 to $49.17, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (5) of this Form 4.

Read SEC document
February 08, 2024 Filed Feb 8, 2024 22:33 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 362 $47.72 $17,273.81
Disclosure

SEC source: 0000905148-24-000505 · form4.xml · nonDerivative · entry 4

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 910,387

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

F4 · price: This transaction was executed in multiple trades at prices ranging from $47.18 to $48.07, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) of this Form 4.

Read SEC document
February 07, 2024 Filed Feb 8, 2024 22:33 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 234 $47.70 $11,161.38
Disclosure

SEC source: 0000905148-24-000505 · form4.xml · nonDerivative · entry 3

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 910,749

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

F3 · price: This transaction was executed in multiple trades at prices ranging from $47.60 to $48.32, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (3) of this Form 4.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 22:33 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 17 $48.59 $826.03
Disclosure

SEC source: 0000905148-24-000505 · form4.xml · nonDerivative · entry 2

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 910,983

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 22:33 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 317 $47.54 $15,069.93
Disclosure

SEC source: 0000905148-24-000505 · form4.xml · nonDerivative · entry 1

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 911,000

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

F2 · price: This transaction was executed in multiple trades at prices ranging from $47.26 to $47.98, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) of this Form 4.

Read SEC document
February 05, 2024 Filed Feb 6, 2024 21:15 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 36 $48.36 $1,740.93
Disclosure

SEC source: 0000905148-24-000437 · form4.xml · nonDerivative · entry 4

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 911,317

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

F4 · price: This transaction was executed in multiple trades at prices ranging from $48.33 to $48.36, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) of this Form 4.

Read SEC document
February 05, 2024 Filed Feb 6, 2024 21:15 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 259 $47.59 $12,324.75
Disclosure

SEC source: 0000905148-24-000437 · form4.xml · nonDerivative · entry 3

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 911,353

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

F3 · price: This transaction was executed in multiple trades at prices ranging from $47.25 to $48.00, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (3) of this Form 4.

Read SEC document
February 02, 2024 Filed Feb 6, 2024 21:15 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 16 $48.55 $776.72
Disclosure

SEC source: 0000905148-24-000437 · form4.xml · nonDerivative · entry 2

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 911,612

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

Read SEC document
February 02, 2024 Filed Feb 6, 2024 21:15 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 329 $47.86 $15,746.24
Disclosure

SEC source: 0000905148-24-000437 · form4.xml · nonDerivative · entry 1

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 911,628

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

F2 · price: This transaction was executed in multiple trades at prices ranging from $47.525 to $48.275, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) of this Form 4.

Read SEC document
February 01, 2024 Filed Feb 2, 2024 21:23 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 289 $48.56 $14,033.78
Disclosure

SEC source: 0000905148-24-000410 · form4.xml · nonDerivative · entry 2

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 911,957

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

F3 · price: This transaction was executed in multiple trades at prices ranging from $48.34 to $49.20, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (3) of this Form 4.

Read SEC document
January 31, 2024 Filed Feb 1, 2024 15:55 UTC GrantCommon Stock 500 $33.33 $16,664.25
Disclosure

SEC source: 0001676532-24-000006 · wk-form4_1706802942.xml · nonDerivative · entry 1

Flaherty Scott B. · CIK 0001676532 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,498

F1 · shares: Shares acquired pursuant to employee's participation in the Company's ESPP.

Read SEC document
January 31, 2024 Filed Feb 1, 2024 15:49 UTC GrantCommon Stock 500 $33.33 $16,664.25
Disclosure

SEC source: 0001669572-24-000002 · wk-form4_1706802554.xml · nonDerivative · entry 1

Hole Brian Richard · CIK 0001669572 · PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,221

F1 · shares: Shares acquired pursuant to employee's participation in the Company's ESPP.

Read SEC document
January 31, 2024 Filed Feb 2, 2024 21:23 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 522 $49.51 $25,844.12
Disclosure

SEC source: 0000905148-24-000410 · form4.xml · nonDerivative · entry 1

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 912,246

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

F2 · price: This transaction was executed in multiple trades at prices ranging from $49.01 to $49.91, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) of this Form 4.

Read SEC document
January 30, 2024 Filed Jan 31, 2024 21:07 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 425 $49.75 $21,145.15
Disclosure

SEC source: 0000905148-24-000356 · form4.xml · nonDerivative · entry 2

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 912,768

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

F3 · price: This transaction was executed in multiple trades at prices ranging from $49.51 to $50.00, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (3) of this Form 4.

Read SEC document
January 29, 2024 Filed Jan 31, 2024 21:07 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 732 $49.45 $36,195.35
Disclosure

SEC source: 0000905148-24-000356 · form4.xml · nonDerivative · entry 1

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 913,193

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

F2 · price: This transaction was executed in multiple trades at prices ranging from $49.25 to $50.00, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) of this Form 4.

Read SEC document
January 29, 2024 Filed Jan 31, 2024 13:28 UTC SaleCommon Stock 121 $50.01 $6,051.21
Disclosure

SEC source: 0001676532-24-000004 · wk-form4_1706707711.xml · nonDerivative · entry 1

Flaherty Scott B. · CIK 0001676532 · EVP, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 91,998

F1 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $50.00 to $50.01. The reporting person has provided to the issuer and will provide to any security holder of the issuer or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.

Read SEC document
January 26, 2024 Filed Jan 29, 2024 21:07 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 269 $49.50 $13,315.77
Disclosure

SEC source: 0000905148-24-000322 · form4.xml · nonDerivative · entry 5

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 913,925

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

F5 · price: This transaction was executed in multiple trades at prices ranging from $49.28 to $50.00, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (5) of this Form 4.

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January 25, 2024 Filed Jan 26, 2024 21:55 UTC SaleCommon Stock 255 $50.13 $12,783.15
Disclosure

SEC source: 0001676532-24-000002 · wk-form4_1706306145.xml · nonDerivative · entry 1

Flaherty Scott B. · CIK 0001676532 · EVP, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 92,119

F1 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $50.00 to $50.40. The reporting person has provided to the issuer and will provide to any security holder of the issuer or the SEC staff, upon request, information regarding the number of shares sold at each price within the range.

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January 25, 2024 Filed Jan 29, 2024 21:07 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 16 $50.56 $808.96
Disclosure

SEC source: 0000905148-24-000322 · form4.xml · nonDerivative · entry 4

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 914,194

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

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January 25, 2024 Filed Jan 29, 2024 21:07 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 766 $49.77 $38,124.13
Disclosure

SEC source: 0000905148-24-000322 · form4.xml · nonDerivative · entry 3

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 914,210

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

F4 · price: This transaction was executed in multiple trades at prices ranging from $49.44 to $50.425, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) of this Form 4.

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January 25, 2024 Filed Jan 29, 2024 21:07 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 118 $48.77 $5,754.31
Disclosure

SEC source: 0000905148-24-000322 · form4.xml · nonDerivative · entry 2

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 914,976

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

F3 · price: This transaction was executed in multiple trades at prices ranging from $48.40 to $49.02, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (3) of this Form 4.

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January 25, 2024 Filed Jan 29, 2024 21:07 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 70 $47.95 $3,356.73
Disclosure

SEC source: 0000905148-24-000322 · form4.xml · nonDerivative · entry 1

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 915,094

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

F2 · price: This transaction was executed in multiple trades at prices ranging from $47.40 to $48.305, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) of this Form 4.

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January 24, 2024 Filed Jan 25, 2024 21:33 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 14 $47.47 $664.58
Disclosure

SEC source: 0000905148-24-000292 · form4.xml · nonDerivative · entry 5

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 915,164

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

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January 24, 2024 Filed Jan 25, 2024 21:33 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 515 $46.63 $24,016.46
Disclosure

SEC source: 0000905148-24-000292 · form4.xml · nonDerivative · entry 4

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 915,178

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

F5 · price: This transaction was executed in multiple trades at prices ranging from $46.20 to $47.04, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (5) of this Form 4.

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January 23, 2024 Filed Jan 25, 2024 21:33 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 54 $49.04 $2,647.91
Disclosure

SEC source: 0000905148-24-000292 · form4.xml · nonDerivative · entry 3

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 915,693

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

F4 · price: This transaction was executed in multiple trades at prices ranging from $48.71 to $49.54, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) of this Form 4.

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January 23, 2024 Filed Jan 25, 2024 21:33 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 225 $48.05 $10,811.34
Disclosure

SEC source: 0000905148-24-000292 · form4.xml · nonDerivative · entry 2

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 915,747

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

F3 · price: This transaction was executed in multiple trades at prices ranging from $47.64 to $48.415, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (3) of this Form 4.

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January 23, 2024 Filed Jan 25, 2024 21:33 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 626 $46.87 $29,340.37
Disclosure

SEC source: 0000905148-24-000292 · form4.xml · nonDerivative · entry 1

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 915,972

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

F2 · price: This transaction was executed in multiple trades at prices ranging from $46.58 to $47.55, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) of this Form 4.

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January 22, 2024 Filed Jan 23, 2024 21:08 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 19 $49.11 $933.09
Disclosure

SEC source: 0000905148-24-000267 · form4.xml · nonDerivative · entry 4

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 916,598

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

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January 22, 2024 Filed Jan 23, 2024 21:08 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 343 $48.22 $16,539.97
Disclosure

SEC source: 0000905148-24-000267 · form4.xml · nonDerivative · entry 3

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 916,617

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

F4 · price: This transaction was executed in multiple trades at prices ranging from $47.57 to $48.55, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) of this Form 4.

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January 22, 2024 Filed Jan 23, 2024 21:08 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 657 $47.07 $30,923.35
Disclosure

SEC source: 0000905148-24-000267 · form4.xml · nonDerivative · entry 2

WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 916,960

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023.

F3 · price: This transaction was executed in multiple trades at prices ranging from $46.57 to $47.44, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (3) of this Form 4.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.