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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, 2018 Filed Apr 2, 2018 18:27 UTC GrantCommon Stock 11,000 $34.28 $377,080.00
Disclosure

SEC source: 0001669572-18-000006 · primary_doc.xml · nonDerivative · entry 3

Flaherty Scott B. · CIK 0001676532 · SVP, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,000

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

Read SEC document
April 01, 2018 Filed Apr 2, 2018 18:27 UTC GrantCommon Stock 5,500 $34.28 $188,540.00
Disclosure

SEC source: 0001669572-18-000006 · primary_doc.xml · nonDerivative · entry 2

Flaherty Scott B. · CIK 0001676532 · SVP, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,000

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

Read SEC document
April 01, 2018 Filed Apr 2, 2018 18:02 UTC
Poulakidas Dean MichaelSVP, Gen.Counsel, Secretary
GrantCommon Stock 11,000 $34.28 $377,080.00
Disclosure

SEC source: 0001669572-18-000005 · primary_doc.xml · nonDerivative · entry 2

Poulakidas Dean Michael · CIK 0001573998 · SVP, Gen.Counsel, Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 57,701

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

Read SEC document
April 01, 2018 Filed Apr 2, 2018 18:02 UTC
Poulakidas Dean MichaelSVP, Gen.Counsel, Secretary
GrantCommon Stock 5,500 $34.28 $188,540.00
Disclosure

SEC source: 0001669572-18-000005 · primary_doc.xml · nonDerivative · entry 1

Poulakidas Dean Michael · CIK 0001573998 · SVP, Gen.Counsel, Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,701

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

Read SEC document
April 01, 2018 Filed Apr 2, 2018 17:39 UTC GrantCommon Stock 16,000 $34.28 $548,480.00
Disclosure

SEC source: 0001669572-18-000004 · primary_doc.xml · nonDerivative · entry 2

Hole Brian Richard · CIK 0001669572 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,550

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

Read SEC document
April 01, 2018 Filed Apr 2, 2018 17:39 UTC GrantCommon Stock 8,000 $34.28 $274,240.00
Disclosure

SEC source: 0001669572-18-000004 · primary_doc.xml · nonDerivative · entry 1

Hole Brian Richard · CIK 0001669572 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,550

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

Read SEC document
March 31, 2018 Filed Apr 2, 2018 18:45 UTC
Willis Austin ChandlerDirector · SVP, Corp. Development
Tax withholdingCommon Stock 547 $34.28 $18,751.16
Disclosure

SEC source: 0001669572-18-000007 · primary_doc.xml · nonDerivative · entry 1

Willis Austin Chandler · CIK 0001453104 · Director · SVP, Corp. Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 92,689

F1 · shares: Return to Issuer of previously restricted shares to satisfy withholding tax liability.

Read SEC document
March 30, 2018 Filed Apr 2, 2018 18:27 UTC GrantCommon Stock 10,000 $34.28 $342,800.00
Disclosure

SEC source: 0001669572-18-000006 · primary_doc.xml · nonDerivative · entry 1

Flaherty Scott B. · CIK 0001676532 · SVP, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,500

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

Read SEC document
March 29, 2018 Filed Mar 29, 2018 23:28 UTC SaleCommon Stock 1,000 $35.13 $35,126.80
Disclosure

SEC source: 0001378537-18-000002 · primary_doc.xml · nonDerivative · entry 1

Morris Robert T · CIK 0001378537 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,020

Read SEC document
March 28, 2018 Filed Mar 28, 2018 22:19 UTC SaleCommon Stock 1,650 $32.84 $54,188.81
Disclosure

SEC source: 0001378537-18-000001 · primary_doc.xml · nonDerivative · entry 2

Morris Robert T · CIK 0001378537 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,020

Read SEC document
March 27, 2018 Filed Mar 28, 2018 00:22 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
GiftCommon Stock 1,724 $0.00 $0.00
Disclosure

SEC source: 0001453104-18-000004 · primary_doc.xml · nonDerivative · entry 4

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Spouse

Disclosed balance after: 3,484

F3 · ownership.nature: Charlotte Montresor Willis

Read SEC document
March 27, 2018 Filed Mar 28, 2018 00:22 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
GiftCommon Stock 1,724 $0.00 $0.00
Disclosure

SEC source: 0001453104-18-000004 · primary_doc.xml · nonDerivative · entry 2

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 600,470

F2 · shares: Gift of shares to Charlotte Montresor Willis

Read SEC document
March 27, 2018 Filed Mar 28, 2018 00:22 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
GiftCommon Stock 1,724 $0.00 $0.00
Disclosure

SEC source: 0001453104-18-000004 · primary_doc.xml · nonDerivative · entry 1

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 602,194

F1 · shares: Shares transferred to Charles F. Willis V 2016 Trust, Austin Willis Trustee

Read SEC document
March 27, 2018 Filed Mar 27, 2018 23:50 UTC
Willis Austin ChandlerDirector · SVP, Corporate Developement
GiftCommon Stock 1,724 $0.00 $0.00
Disclosure

SEC source: 0001453104-18-000003 · primary_doc.xml · nonDerivative · entry 1

Willis Austin Chandler · CIK 0001453104 · Director · SVP, Corporate Developement

10b5-1 filing: Not disclosed

Ownership: Indirect · CFW V 2016 Trust

Disclosed balance after: 10,692

F1 · shares: Gift of Shares from Charles F. Willis, IV to Charles F. Willis V 2016 Trust, Austin Willis Trustee

Read SEC document
March 27, 2018 Filed Mar 28, 2018 22:19 UTC SaleCommon Stock 350 $32.57 $11,400.06
Disclosure

SEC source: 0001378537-18-000001 · primary_doc.xml · nonDerivative · entry 1

Morris Robert T · CIK 0001378537 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,670

Read SEC document
March 26, 2018 Filed Mar 26, 2018 19:12 UTC SaleCommon Stock 1,596 $29.78 $47,530.64
Disclosure

SEC source: 0001129701-18-000001 · primary_doc.xml · nonDerivative · entry 2

HUNZIKER HANS JORG · CIK 0001129701 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,796

Read SEC document
March 23, 2018 Filed Mar 26, 2018 19:12 UTC SaleCommon Stock 404 $30.10 $12,160.40
Disclosure

SEC source: 0001129701-18-000001 · primary_doc.xml · nonDerivative · entry 1

HUNZIKER HANS JORG · CIK 0001129701 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,392

Read SEC document
March 17, 2018 Filed Mar 19, 2018 17:26 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
Tax withholdingCommon Stock 8,934 $28.61 $255,601.74
Disclosure

SEC source: 0001669572-18-000003 · primary_doc.xml · nonDerivative · entry 1

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 603,918

F1 · shares: Return to Issuer of previously restricted shares to satisfy withholding tax liability.

Read SEC document
March 17, 2018 Filed Mar 19, 2018 17:08 UTC
Poulakidas Dean MichaelSVP, Gen. Counsel, Secretary
Tax withholdingCommon Stock 1,879 $28.61 $53,758.19
Disclosure

SEC source: 0001669572-18-000002 · primary_doc.xml · nonDerivative · entry 1

Poulakidas Dean Michael · CIK 0001573998 · SVP, Gen. Counsel, Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,201

F1 · shares: Return to Issuer of previously restricted shares to satisfy withholding tax liability.

Read SEC document
March 17, 2018 Filed Mar 19, 2018 16:45 UTC Tax withholdingCommon Stock 2,818 $28.61 $80,622.98
Disclosure

SEC source: 0001669572-18-000001 · primary_doc.xml · nonDerivative · entry 1

Hole Brian Richard · CIK 0001669572 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,550

F1 · shares: Return to Issuer of previously restricted shares to satisfy withholding tax liability.

Read SEC document
March 01, 2018 Filed Mar 2, 2018 00:41 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
Tax withholdingCommon Stock 6,837 $27.26 $186,376.62
Disclosure

SEC source: 0001453104-18-000002 · primary_doc.xml · nonDerivative · entry 1

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 612,852

F1 · shares: Return to Issuer of previously restricted shares to satisfy withholding tax liability.

Read SEC document
March 01, 2018 Filed Mar 2, 2018 00:16 UTC
Willis Austin ChandlerDirector · SVP Corporate Development
Tax withholdingCommon Stock 816 $27.26 $22,244.16
Disclosure

SEC source: 0001453104-18-000001 · primary_doc.xml · nonDerivative · entry 1

Willis Austin Chandler · CIK 0001453104 · Director · SVP Corporate Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 93,236

F1 · shares: Return to Issuer of previously restricted shares to satisfy withholding tax liability.

Read SEC document
January 31, 2018 Filed Feb 1, 2018 18:38 UTC PurchaseCommon Stock 500 $21.47 $10,735.50
Disclosure

SEC source: 0001676532-18-000001 · primary_doc.xml · nonDerivative · entry 1

Flaherty Scott B. · CIK 0001676532 · SVP, CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,500

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

Read SEC document
December 29, 2017 Filed Dec 29, 2017 21:00 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
OtherCommon Stock 6,338 $0.00 $0.00
Disclosure

SEC source: 0001033309-17-000029 · primary_doc.xml · nonDerivative · entry 1

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Son

Disclosed balance after: 0

F1 · shares: Shares transferred to Austin Willis, as Trustee of the Charles F. Willis V, 2016 Trust (the "CWV Trust"). Shares are no longer held in Charles F. Willis V UTMA Trust. Mr. Willis does not retain any investment, voting or disposing control over the shares transferred to the CWV Trust.

F2 · ownership.nature: Charles F. Willis V UTMA Trust

Read SEC document
December 29, 2017 Filed Dec 29, 2017 20:39 UTC
Willis Austin ChandlerDirector · SVP, Corporate Developement
OtherCommon Stock 6,338 $0.00 $0.00
Disclosure

SEC source: 0001033309-17-000028 · primary_doc.xml · nonDerivative · entry 2

Willis Austin Chandler · CIK 0001453104 · Director · SVP, Corporate Developement

10b5-1 filing: Not disclosed

Ownership: Indirect · CFW V 2016 Trust

Disclosed balance after: 8,968

F2 · shares: Shares transferred from Charles F. Willis V UTMA Trust to Austin Willis Trustee, as Trustee of the Charles F. Willis, V 2016 Trust (the "CWV Trust").

Read SEC document
December 21, 2017 Filed Dec 21, 2017 19:02 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
SaleCommon Stock 2,265 $24.26 $54,953.88
Disclosure

SEC source: 0001033309-17-000027 · primary_doc.xml · nonDerivative · entry 2

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 619,689

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

F3 · price: This transaction was executed in multiple trades at prices ranging from $24.14 to $24.34. 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 and prices at which the transaction was effected

Read SEC document
December 20, 2017 Filed Dec 21, 2017 19:02 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
SaleCommon Stock 700 $24.29 $17,000.97
Disclosure

SEC source: 0001033309-17-000027 · primary_doc.xml · nonDerivative · entry 1

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 621,954

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

F2 · price: This transaction was executed in multiple trades at prices ranging from $24.02 to $24.65. 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 and prices at which the transaction was effected

Read SEC document
December 19, 2017 Filed Dec 19, 2017 23:02 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
SaleCommon Stock 991 $24.17 $23,954.45
Disclosure

SEC source: 0001033309-17-000026 · primary_doc.xml · nonDerivative · entry 3

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 622,654

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

F4 · price: This transaction was executed in multiple trades at prices ranging from $23.92 to $24.62. 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 and prices at which the transaction was effected

Read SEC document
December 18, 2017 Filed Dec 19, 2017 23:02 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
SaleCommon Stock 1,400 $24.09 $33,722.92
Disclosure

SEC source: 0001033309-17-000026 · primary_doc.xml · nonDerivative · entry 2

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 623,645

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

F3 · price: This transaction was executed in multiple trades at prices ranging from $23.97 to $24.25. 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 and prices at which the transaction was effected

Read SEC document
December 15, 2017 Filed Dec 19, 2017 23:02 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
SaleCommon Stock 3,651 $23.64 $86,324.97
Disclosure

SEC source: 0001033309-17-000026 · primary_doc.xml · nonDerivative · entry 1

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 625,045

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

F2 · price: This transaction was executed in multiple trades at prices ranging from $23.01 to $24.01. 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 and prices at which the transaction was effected

Read SEC document
December 14, 2017 Filed Dec 14, 2017 22:01 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
SaleCommon Stock 3,202 $23.98 $76,772.43
Disclosure

SEC source: 0001033309-17-000025 · primary_doc.xml · nonDerivative · entry 2

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 628,696

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

F3 · price: This transaction was executed in multiple trades at prices ranging from $23.75 to $24.33. 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 and prices at which the transaction was effected

Read SEC document
December 13, 2017 Filed Dec 14, 2017 22:01 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
SaleCommon Stock 1,200 $24.52 $29,429.88
Disclosure

SEC source: 0001033309-17-000025 · primary_doc.xml · nonDerivative · entry 1

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 631,898

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

F2 · price: This transaction was executed in multiple trades at prices ranging from $24.43 to $24.59. 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 and prices at which the transaction was effected

Read SEC document
December 12, 2017 Filed Dec 13, 2017 20:04 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
SaleCommon Stock 900 $24.45 $22,002.03
Disclosure

SEC source: 0001033309-17-000024 · primary_doc.xml · nonDerivative · entry 5

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 633,098

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

F5 · price: This transaction was executed in multiple trades at prices ranging from $24.38 to $24.63. 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 and prices at which the transaction was effected

Read SEC document
December 11, 2017 Filed Dec 13, 2017 20:04 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
GiftCommon Stock 584 $0.00 $0.00
Disclosure

SEC source: 0001033309-17-000024 · primary_doc.xml · nonDerivative · entry 4

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Granddaughter

Disclosed balance after: 584

F4 · shares: Gift of shares to Charles F. Willis, IV, as Trustee of the Wylder Grace Willis 2016 Trust

F4 · ownership.nature: Gift of shares to Charles F. Willis, IV, as Trustee of the Wylder Grace Willis 2016 Trust

Read SEC document
December 11, 2017 Filed Dec 13, 2017 20:04 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
GiftCommon Stock 584 $0.00 $0.00
Disclosure

SEC source: 0001033309-17-000024 · primary_doc.xml · nonDerivative · entry 3

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Spouse

Disclosed balance after: 1,760

F3 · shares: Gift of shares to Charlotte Montresor Willis

F3 · ownership.nature: Gift of shares to Charlotte Montresor Willis

Read SEC document
December 11, 2017 Filed Dec 13, 2017 20:04 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
GiftCommon Stock 2,920 $0.00 $0.00
Disclosure

SEC source: 0001033309-17-000024 · primary_doc.xml · nonDerivative · entry 2

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 633,998

Read SEC document
December 11, 2017 Filed Dec 13, 2017 20:04 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
SaleCommon Stock 1,100 $24.81 $27,295.07
Disclosure

SEC source: 0001033309-17-000024 · primary_doc.xml · nonDerivative · entry 1

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 636,918

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

F2 · price: This transaction was executed in multiple trades at prices ranging from $24.31 to $25.15. 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 and prices at which the transaction was effected

Read SEC document
December 11, 2017 Filed Dec 29, 2017 20:39 UTC
Willis Austin ChandlerDirector · SVP, Corporate Developement
GiftCommon Stock 584 $0.00 $0.00
Disclosure

SEC source: 0001033309-17-000028 · primary_doc.xml · nonDerivative · entry 1

Willis Austin Chandler · CIK 0001453104 · Director · SVP, Corporate Developement

10b5-1 filing: Not disclosed

Ownership: Indirect · CFW V 2016 Trust

Disclosed balance after: 2,630

F1 · shares: Gift of shares to Austin Willis, as Trustee of the CWV Trust

Read SEC document
December 08, 2017 Filed Dec 11, 2017 17:25 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
SaleCommon Stock 300 $25.36 $7,608.99
Disclosure

SEC source: 0001033309-17-000023 · primary_doc.xml · nonDerivative · entry 1

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 638,018

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

F2 · price: This transaction was executed in multiple trades at prices ranging from $25.35 to $25.39. 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 and prices at which the transaction was effected

Read SEC document
December 07, 2017 Filed Dec 8, 2017 00:24 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
SaleCommon Stock 700 $25.50 $17,847.97
Disclosure

SEC source: 0001033309-17-000021 · primary_doc.xml · nonDerivative · entry 3

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 638,318

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

F4 · price: This transaction was executed in multiple trades at prices ranging from $25.43 to $25.55. 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 and prices at which the transaction was effected

Read SEC document
December 06, 2017 Filed Dec 8, 2017 00:24 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
SaleCommon Stock 200 $25.60 $5,120.00
Disclosure

SEC source: 0001033309-17-000021 · primary_doc.xml · nonDerivative · entry 2

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 639,018

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

F3 · price: This transaction was executed in multiple trades at prices ranging from $25.55 to $25.65. 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 and prices at which the transaction was effected

Read SEC document
December 05, 2017 Filed Dec 8, 2017 00:43 UTC SaleCommon Stock 500 $25.83 $12,915.00
Disclosure

SEC source: 0001033309-17-000022 · primary_doc.xml · nonDerivative · entry 1

Morris Robert T · CIK 0001378537 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,020

Read SEC document
December 05, 2017 Filed Dec 8, 2017 00:24 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
SaleCommon Stock 200 $25.64 $5,127.00
Disclosure

SEC source: 0001033309-17-000021 · primary_doc.xml · nonDerivative · entry 1

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 639,218

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

F2 · price: This transaction was executed in multiple trades at prices ranging from $26.63 to $26.64. 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 and prices at which the transaction was effected

Read SEC document
December 04, 2017 Filed Dec 4, 2017 23:49 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
SaleCommon Stock 600 $25.82 $15,489.84
Disclosure

SEC source: 0001033309-17-000020 · primary_doc.xml · nonDerivative · entry 3

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 639,418

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

F4 · price: This transaction was executed in multiple trades at prices ranging from $25.60 to $25.96. 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 and prices at which the transaction was effected

Read SEC document
December 01, 2017 Filed Dec 4, 2017 23:49 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
SaleCommon Stock 1,200 $25.80 $30,965.04
Disclosure

SEC source: 0001033309-17-000020 · primary_doc.xml · nonDerivative · entry 2

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 640,018

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

F3 · price: This transaction was executed in multiple trades at prices ranging from $25.54 to $26.27. 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 and prices at which the transaction was effected

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November 30, 2017 Filed Dec 4, 2017 23:49 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
SaleCommon Stock 1,000 $26.49 $26,493.00
Disclosure

SEC source: 0001033309-17-000020 · primary_doc.xml · nonDerivative · entry 1

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 641,218

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

F2 · price: This transaction was executed in multiple trades at prices ranging from $26.23 to $26.71. 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 and prices at which the transaction was effected

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November 29, 2017 Filed Nov 30, 2017 21:13 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
SaleCommon Stock 200 $25.93 $5,186.00
Disclosure

SEC source: 0001033309-17-000019 · primary_doc.xml · nonDerivative · entry 2

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 642,218

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

F3 · price: This transaction was executed in multiple trades at prices ranging from $25.82 to $26.04. 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 and prices at which the transaction was effected

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November 28, 2017 Filed Nov 30, 2017 21:13 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
SaleCommon Stock 1,061 $25.22 $26,754.81
Disclosure

SEC source: 0001033309-17-000019 · primary_doc.xml · nonDerivative · entry 1

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 642,418

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

F2 · price: This transaction was executed in multiple trades at prices ranging from $25.17 to $25.30. 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 and prices at which the transaction was effected

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November 27, 2017 Filed Nov 27, 2017 23:54 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
SaleCommon Stock 3,898 $25.02 $97,520.16
Disclosure

SEC source: 0001033309-17-000018 · primary_doc.xml · nonDerivative · entry 3

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 643,479

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

F4 · price: This transaction was executed in multiple trades at prices ranging from $24.77 to $25.22. 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 and prices at which the transaction was effected

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November 24, 2017 Filed Nov 27, 2017 23:54 UTC
WILLIS CHARLES F IVDirector · CEO · 10% owner
SaleCommon Stock 500 $24.95 $12,473.00
Disclosure

SEC source: 0001033309-17-000018 · primary_doc.xml · nonDerivative · entry 2

WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 647,377

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

F3 · price: This transaction was executed in multiple trades at prices ranging from $24.90 to $25.03. 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 and prices at which the transaction was effected

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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.