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

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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
December 12, 2023 Filed Dec 13, 2023 01:44 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 441 $46.63 $20,562.95
Disclosure

SEC source: 0000905148-23-001597 · 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: 938,762

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 $46.21 to $47.195, 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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December 11, 2023 Filed Dec 13, 2023 01:44 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 10 $47.80 $478.00
Disclosure

SEC source: 0000905148-23-001597 · 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: 939,203

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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December 11, 2023 Filed Dec 13, 2023 01:44 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 292 $46.92 $13,700.17
Disclosure

SEC source: 0000905148-23-001597 · 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: 939,213

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 $46.39 to $47.31, 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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December 11, 2023 Filed Dec 12, 2023 18:47 UTC SaleCommon Stock 52 $47.52 $2,471.04
Disclosure

SEC source: 0001669572-23-000016 · wk-form4_1702406838.xml · nonDerivative · entry 2

Hole Brian Richard · CIK 0001669572 · PRESIDENT

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 92,778

F2 · price: This transaction was executed in multiple trades at prices ranging from $47.50 to $47.55. The price reported reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer of a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

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December 08, 2023 Filed Dec 13, 2023 01:44 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 756 $47.31 $35,769.84
Disclosure

SEC source: 0000905148-23-001597 · 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: 939,505

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 $46.82 to $47.80, 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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December 08, 2023 Filed Dec 12, 2023 20:33 UTC SaleCommon Stock 300 $47.50 $14,250.00
Disclosure

SEC source: 0001676532-23-000024 · wk-form4_1702413201.xml · nonDerivative · entry 1

Flaherty Scott B. · CIK 0001676532 · EVP, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 97,074

F1 · price: This transaction was executed in one trade at $47.50. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer of a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

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December 08, 2023 Filed Dec 12, 2023 18:47 UTC SaleCommon Stock 391 $47.50 $18,572.50
Disclosure

SEC source: 0001669572-23-000016 · wk-form4_1702406838.xml · nonDerivative · entry 1

Hole Brian Richard · CIK 0001669572 · PRESIDENT

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 92,830

F1 · price: This transaction was executed in one trade at 47.50. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer of a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

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December 07, 2023 Filed Dec 7, 2023 23:45 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 137 $47.38 $6,491.44
Disclosure

SEC source: 0000905148-23-001585 · form4.xml · nonDerivative · entry 7

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 940,261

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.

F8 · price: This transaction was executed in multiple trades at prices ranging from $47.20 to $47.48, 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 (8) of this Form 4.

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December 07, 2023 Filed Dec 7, 2023 23:45 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 598 $46.74 $27,949.56
Disclosure

SEC source: 0000905148-23-001585 · 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: 940,398

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.

F7 · price: This transaction was executed in multiple trades at prices ranging from $46.20 to $47.15, 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 (7) of this Form 4.

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December 06, 2023 Filed Dec 7, 2023 23:45 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
OtherCommon Stock 3,966 $0.00 $0.00
Disclosure

SEC source: 0000905148-23-001585 · 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: 940,996

F6 · kind: Shares transferred to Austin C. Willis in connection with the settlement of a debt previously contracted.

F6 · shares: Shares transferred to Austin C. Willis in connection with the settlement of a debt previously contracted.

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December 06, 2023 Filed Dec 7, 2023 23:45 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 286 $46.19 $13,210.31
Disclosure

SEC source: 0000905148-23-001585 · 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: 944,962

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 $46.00 to $46.54, 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 (5) of this Form 4.

Read SEC document
December 06, 2023 Filed Dec 7, 2023 23:45 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 377 $45.51 $17,158.59
Disclosure

SEC source: 0000905148-23-001585 · 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: 945,248

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 $45.00 to $45.99, 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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December 06, 2023 Filed Dec 8, 2023 21:57 UTC
Willis Austin ChandlerDirector · Chief Executive Officer
OtherCommon Stock 3,966 $0.00 $0.00
Disclosure

SEC source: 0000905148-23-001592 · form4.xml · nonDerivative · entry 1

Willis Austin Chandler · CIK 0001453104 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,635

F1 · kind: Shares received from Charles F. Willis, IV in connection with the settlement of a debt previously contracted. Accordingly, such transaction is exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended.

F1 · shares: Shares received from Charles F. Willis, IV in connection with the settlement of a debt previously contracted. Accordingly, such transaction is exempt from Section 16(b) of the Securities Exchange Act of 1934, as amended.

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December 06, 2023 Filed Dec 8, 2023 19:13 UTC SaleCommon Stock 73 $46.48 $3,393.04
Disclosure

SEC source: 0001104659-23-124590 · tm2332499-1_4seq1.xml · nonDerivative · entry 1

HUNZIKER HANS JORG · CIK 0001129701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,994

F1 · price: This transaction was executed in multiple trades at prices ranging from $46.45 to $46.50, 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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December 05, 2023 Filed Dec 6, 2023 18:03 UTC SaleCommon Stock 68 $45.52 $3,095.36
Disclosure

SEC source: 0001104659-23-123897 · tm2332333-1_4seq1.xml · nonDerivative · entry 2

HUNZIKER HANS JORG · CIK 0001129701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,067

F2 · price: This transaction was executed in multiple trades at prices ranging from $46.45 to $46.65, 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
December 05, 2023 Filed Dec 7, 2023 23:45 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 64 $45.71 $2,925.40
Disclosure

SEC source: 0000905148-23-001585 · 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: 945,625

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 $45.48 to $46.25, 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
December 05, 2023 Filed Dec 7, 2023 23:45 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 533 $45.07 $24,021.14
Disclosure

SEC source: 0000905148-23-001585 · 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: 945,689

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 $44.48 to $45.41, 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
December 04, 2023 Filed Dec 6, 2023 18:03 UTC SaleCommon Stock 153 $45.65 $6,984.45
Disclosure

SEC source: 0001104659-23-123897 · tm2332333-1_4seq1.xml · nonDerivative · entry 1

HUNZIKER HANS JORG · CIK 0001129701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,135

F1 · price: This transaction was executed in multiple trades at prices ranging from $45.30 to $45.65, 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
December 01, 2023 Filed Dec 1, 2023 22:57 UTC SaleCommon Stock 491 $45.52 $22,350.32
Disclosure

SEC source: 0001104659-23-122918 · tm2330906-4_4seq1.xml · nonDerivative · entry 2

HUNZIKER HANS JORG · CIK 0001129701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,288

F2 · price: This transaction was executed in multiple trades at prices ranging from $45.25 to $46.00, 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
November 30, 2023 Filed Dec 1, 2023 22:57 UTC SaleCommon Stock 118 $46.16 $5,446.88
Disclosure

SEC source: 0001104659-23-122918 · tm2330906-4_4seq1.xml · nonDerivative · entry 1

HUNZIKER HANS JORG · CIK 0001129701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,779

F1 · price: This transaction was executed in multiple trades at prices ranging from $46.06 to $46.32, 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 (2) of this Form 4.

Read SEC document
November 29, 2023 Filed Nov 30, 2023 00:02 UTC SaleCommon Stock 198 $46.27 $9,161.46
Disclosure

SEC source: 0001104659-23-122124 · tm2330906-3_4seq1.xml · nonDerivative · entry 3

HUNZIKER HANS JORG · CIK 0001129701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,897

F2 · price: This transaction was executed in multiple trades at prices ranging from $46.20 to $46.32, 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 (2) of this Form 4.

Read SEC document
November 28, 2023 Filed Nov 30, 2023 00:02 UTC SaleCommon Stock 148 $46.25 $6,845.00
Disclosure

SEC source: 0001104659-23-122124 · tm2330906-3_4seq1.xml · nonDerivative · entry 2

HUNZIKER HANS JORG · CIK 0001129701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,095

F1 · price: This transaction was executed in multiple trades at prices ranging from $46.20 to $46.32, 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 (2) of this Form 4.

Read SEC document
November 27, 2023 Filed Nov 30, 2023 00:02 UTC SaleCommon Stock 38 $46.05 $1,749.90
Disclosure

SEC source: 0001104659-23-122124 · tm2330906-3_4seq1.xml · nonDerivative · entry 1

HUNZIKER HANS JORG · CIK 0001129701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,243

Read SEC document
November 24, 2023 Filed Nov 27, 2023 18:32 UTC SaleCommon Stock 138 $46.16 $6,370.08
Disclosure

SEC source: 0001104659-23-121179 · tm2330906-2_4seq1.xml · nonDerivative · entry 2

HUNZIKER HANS JORG · CIK 0001129701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,281

F2 · price: This transaction was executed in multiple trades at prices ranging from $46.05 to $46.20, 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 (2) of this Form 4.

Read SEC document
November 22, 2023 Filed Nov 27, 2023 18:32 UTC SaleCommon Stock 75 $46.07 $3,455.25
Disclosure

SEC source: 0001104659-23-121179 · tm2330906-2_4seq1.xml · nonDerivative · entry 1

HUNZIKER HANS JORG · CIK 0001129701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,419

F1 · price: This transaction was executed in multiple trades at prices ranging from $46.05 to $46.10, 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 (1) of this Form 4.

Read SEC document
November 17, 2023 Filed Nov 21, 2023 01:06 UTC Amendment SaleCommon Stock 436 $45.64 $19,899.04
Disclosure

SEC source: 0001676532-23-000022 · wk-form4a_1700528788.xml · nonDerivative · entry 1

Flaherty Scott B. · CIK 0001676532 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,374

F1 · shares: Shares sold pursuant to a 10b5-1 transaction.

F2 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $44.75 to $46.26. 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.

F3 · balance_after: This amendment is to correct the total amount of securities beneficially owned following the sales on November 17, 2023.

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November 17, 2023 Filed Nov 21, 2023 00:55 UTC SaleCommon Stock 436 $45.64 $19,899.04
Disclosure

SEC source: 0001676532-23-000020 · wk-form4_1700528100.xml · nonDerivative · entry 1

Flaherty Scott B. · CIK 0001676532 · EVP, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 98,204

F1 · shares: Shares sold pursuant to a 10b5-1 transaction.

F2 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $44.75 to $46.26. 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
November 15, 2023 Filed Nov 15, 2023 22:38 UTC
Willis Austin ChandlerDirector · Chief Executive Officer
SaleCommon Stock 541 $45.55 $24,643.85
Disclosure

SEC source: 0000905148-23-001458 · form4.xml · nonDerivative · entry 5

Willis Austin Chandler · CIK 0001453104 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,669

F6 · price: This transaction was executed in multiple trades at prices ranging from $45.20 to $45.81, 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
November 15, 2023 Filed Nov 15, 2023 22:38 UTC
Willis Austin ChandlerDirector · Chief Executive Officer
SaleCommon Stock 2,459 $44.22 $108,729.85
Disclosure

SEC source: 0000905148-23-001458 · form4.xml · nonDerivative · entry 4

Willis Austin Chandler · CIK 0001453104 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,210

F5 · price: This transaction was executed in multiple trades at prices ranging from $44.00 to $44.47, 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 (5) of this Form 4.

Read SEC document
November 15, 2023 Filed Nov 16, 2023 12:08 UTC SaleCommon Stock 680 $45.35 $30,838.00
Disclosure

SEC source: 0001104659-23-118908 · tm2330906-1_4seq1.xml · nonDerivative · entry 2

Flaherty Scott B. · CIK 0001676532 · EVP, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 97,810

F1 · shares: Shares sold pursuant to a 10b5-l transaction.

F3 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $44.91 to $45.75. 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
November 15, 2023 Filed Nov 17, 2023 21:31 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,305 $45.49 $150,332.22
Disclosure

SEC source: 0000905148-23-001483 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 946,222

F2 · price: This transaction was executed in multiple trades at prices ranging from $45.04 to $45.69, 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
November 15, 2023 Filed Nov 17, 2023 21:31 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,195 $44.31 $185,866.19
Disclosure

SEC source: 0000905148-23-001483 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 949,527

F1 · price: This transaction was executed in multiple trades at prices ranging from $43.73 to $44.67, 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 (1) of this Form 4.

Read SEC document
November 15, 2023 Filed Mar 4, 2024 22:26 UTC Amendment
Willis Austin ChandlerDirector · Chief Executive Officer
SaleCommon Stock 541 $44.55 $24,102.85
Disclosure

SEC source: 0000905148-24-000856 · form4.xml · nonDerivative · entry 4

Willis Austin Chandler · CIK 0001453104 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · 2019 Willis Family Trust

Disclosed balance after: 232,715

F4 · price: This transaction was executed in multiple trades at prices ranging from $45.20 to $45.81, 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.

F5 · ownership.nature: 2019 Willis Family Trust, Austin Willis Trustee.

F6 · ownership.nature: Includes 213,415 shares having shared voting power of CFW Partners with Charles F. Willis IV.

Read SEC document
November 15, 2023 Filed Mar 4, 2024 22:26 UTC Amendment
Willis Austin ChandlerDirector · Chief Executive Officer
SaleCommon Stock 2,459 $44.22 $108,729.85
Disclosure

SEC source: 0000905148-24-000856 · form4.xml · nonDerivative · entry 3

Willis Austin Chandler · CIK 0001453104 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · 2019 Willis Family Trust

Disclosed balance after: 233,256

F3 · price: This transaction was executed in multiple trades at prices ranging from $44.00 to $44.47, 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 (3) of this Form 4.

F5 · ownership.nature: 2019 Willis Family Trust, Austin Willis Trustee.

F6 · ownership.nature: Includes 213,415 shares having shared voting power of CFW Partners with Charles F. Willis IV.

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November 14, 2023 Filed Nov 15, 2023 22:38 UTC
Willis Austin ChandlerDirector · Chief Executive Officer
SaleCommon Stock 8,000 $44.49 $355,959.20
Disclosure

SEC source: 0000905148-23-001458 · form4.xml · nonDerivative · entry 3

Willis Austin Chandler · CIK 0001453104 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,669

F4 · price: This transaction was executed in multiple trades at prices ranging from $44.20 to $45.00, 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 (4) of this Form 4.

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November 14, 2023 Filed Nov 16, 2023 12:08 UTC SaleCommon Stock 150 $44.89 $6,733.50
Disclosure

SEC source: 0001104659-23-118908 · tm2330906-1_4seq1.xml · nonDerivative · entry 1

Flaherty Scott B. · CIK 0001676532 · EVP, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 98,490

F1 · shares: Shares sold pursuant to a 10b5-l transaction.

F2 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $44.75 to $45.54. 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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November 14, 2023 Filed Mar 4, 2024 22:26 UTC Amendment
Willis Austin ChandlerDirector · Chief Executive Officer
SaleCommon Stock 8,000 $44.49 $355,959.20
Disclosure

SEC source: 0000905148-24-000856 · form4.xml · nonDerivative · entry 2

Willis Austin Chandler · CIK 0001453104 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · 2019 Willis Family Trust

Disclosed balance after: 235,715

F2 · price: This transaction was executed in multiple trades at prices ranging from $44.20 to $45.00, 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.

F5 · ownership.nature: 2019 Willis Family Trust, Austin Willis Trustee.

F6 · ownership.nature: Includes 213,415 shares having shared voting power of CFW Partners with Charles F. Willis IV.

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November 13, 2023 Filed Nov 14, 2023 23:36 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
GiftCommon Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0000905148-23-001451 · form4.xml · nonDerivative · entry 9

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse

Disclosed balance after: 11,498

F7 · shares: Gift of shares to Charlotte Montressor Willis.

F9 · ownership.nature: Charlotte Montressor Willis.

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November 13, 2023 Filed Nov 14, 2023 23:36 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
GiftCommon Stock 500 $0.00 $0.00
Disclosure

SEC source: 0000905148-23-001451 · form4.xml · nonDerivative · entry 8

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 953,722

F8 · shares: Gift of shares to George Gifford.

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November 13, 2023 Filed Nov 14, 2023 23:36 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
GiftCommon Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0000905148-23-001451 · form4.xml · nonDerivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 954,222

F7 · shares: Gift of shares to Charlotte Montressor Willis.

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November 13, 2023 Filed Nov 14, 2023 23:36 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
GiftCommon Stock 3,500 $0.00 $0.00
Disclosure

SEC source: 0000905148-23-001451 · form4.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 956,222

F6 · shares: Gift of shares to Phoebe W. Brown 2019 Trust, Austin Willis Trustee.

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November 13, 2023 Filed Nov 14, 2023 23:36 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
GiftCommon Stock 3,500 $0.00 $0.00
Disclosure

SEC source: 0000905148-23-001451 · form4.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 959,722

F5 · shares: Gift of shares to Justin Y. Brown 2019 Trust, Austin Willis Trustee.

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November 13, 2023 Filed Nov 14, 2023 23:36 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
GiftCommon Stock 8,000 $0.00 $0.00
Disclosure

SEC source: 0000905148-23-001451 · form4.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 963,222

F4 · shares: Gift of shares to Charles F. Willis V 2019 Trust, Austin Willis Trustee.

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November 13, 2023 Filed Nov 15, 2023 22:38 UTC
Willis Austin ChandlerDirector · Chief Executive Officer
GiftCommon Stock 8,000 $0.00 $0.00
Disclosure

SEC source: 0000905148-23-001458 · form4.xml · nonDerivative · entry 2

Willis Austin Chandler · CIK 0001453104 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · Brother

Disclosed balance after: 15,922

F2 · shares: Gift of shares from Charles F. Willis, IV.

F3 · ownership.nature: Charles F. Willis V 2019 Trust, Austin Willis Trustee.

Read SEC document
November 13, 2023 Filed Nov 15, 2023 22:38 UTC
Willis Austin ChandlerDirector · Chief Executive Officer
SaleCommon Stock 3,000 $44.03 $132,098.40
Disclosure

SEC source: 0000905148-23-001458 · form4.xml · nonDerivative · entry 1

Willis Austin Chandler · CIK 0001453104 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 109,669

F1 · price: This transaction was executed in multiple trades at prices ranging from $43.95 to $44.50, 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 (1) of this Form 4.

Read SEC document
November 13, 2023 Filed Mar 4, 2024 22:26 UTC Amendment
Willis Austin ChandlerDirector · Chief Executive Officer
SaleCommon Stock 3,000 $44.03 $132,098.40
Disclosure

SEC source: 0000905148-24-000856 · form4.xml · nonDerivative · entry 1

Willis Austin Chandler · CIK 0001453104 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · 2019 Willis Family Trust

Disclosed balance after: 243,715

F1 · price: This transaction was executed in multiple trades at prices ranging from $43.95 to $44.50, 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 (1) of this Form 4.

F5 · ownership.nature: 2019 Willis Family Trust, Austin Willis Trustee.

F6 · ownership.nature: Includes 213,415 shares having shared voting power of CFW Partners with Charles F. Willis IV.

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November 10, 2023 Filed Nov 14, 2023 23:36 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
Tax withholdingCommon Stock 3,895 $43.59 $169,783.05
Disclosure

SEC source: 0000905148-23-001451 · form4.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 971,222

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

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November 09, 2023 Filed Nov 14, 2023 23:36 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 210 $43.79 $9,195.02
Disclosure

SEC source: 0000905148-23-001451 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 975,117

F2 · price: This transaction was executed in multiple trades at prices ranging from $43.76 to $43.82, 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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November 09, 2023 Filed Nov 14, 2023 23:36 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,790 $42.94 $119,813.20
Disclosure

SEC source: 0000905148-23-001451 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 975,327

F1 · price: This transaction was executed in multiple trades at prices ranging from $42.61 to $43.55, 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 (1) of this Form 4.

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November 07, 2023 Filed Nov 8, 2023 14:47 UTC SaleCommon Stock 196 $45.33 $8,884.68
Disclosure

SEC source: 0001676532-23-000018 · wk-form4_1699454841.xml · nonDerivative · entry 2

Flaherty Scott B. · CIK 0001676532 · EVP, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 98,640

F1 · shares: Shares sold pursuant to a 10b5-1 transaction.

F3 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $44.79 to $46.08. 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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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.