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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
January 02, 2025 Filed Jan 6, 2025 15:34 UTC
Poulakidas Dean MichaelSVP, GEN. COUNSEL, SECRETARY
GrantCommon Stock 3,243 $212.96 $690,629.28
Disclosure

SEC source: 0001573998-25-000002 · wk-form4_1736177692.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 149,589

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

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January 02, 2025 Filed Jan 6, 2025 15:31 UTC GrantPerformance-based Restricted Stock Award · Derivative 6,231 $212.96 $1,326,953.76
Disclosure

SEC source: 0001676532-25-000002 · wk-form4_1736177489.xml · derivative · entry 2

Flaherty Scott B. · CIK 0001676532 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,231

Underlying: Common Stock · 6,231 shares

Expires not disclosed

F2 · derivative.exercise_price: Grant of performance-based restricted stock award ("PSA") subject to performance-based and time-based vesting over two years. Performance-based vesting criteria include a combination of profitability of the Issuer's services businesses, growth of the Issuer's leasing portfolio and the viability of the Issuer's Sustainable Aviation Fuel initiative. Each PSA represents a contingent right to receive one share of the Issuer's common stock to the extent the performance-based criteria is met. Reported amount assumes 100% performance-based vesting, but actual number of PSAs earned may be 25% more or less than the reported amount, depending on the extent to which the performance-based vesting criteria are met or not met.

F2 · derivative.exercise_date: Grant of performance-based restricted stock award ("PSA") subject to performance-based and time-based vesting over two years. Performance-based vesting criteria include a combination of profitability of the Issuer's services businesses, growth of the Issuer's leasing portfolio and the viability of the Issuer's Sustainable Aviation Fuel initiative. Each PSA represents a contingent right to receive one share of the Issuer's common stock to the extent the performance-based criteria is met. Reported amount assumes 100% performance-based vesting, but actual number of PSAs earned may be 25% more or less than the reported amount, depending on the extent to which the performance-based vesting criteria are met or not met.

F2 · derivative.expiration_date: Grant of performance-based restricted stock award ("PSA") subject to performance-based and time-based vesting over two years. Performance-based vesting criteria include a combination of profitability of the Issuer's services businesses, growth of the Issuer's leasing portfolio and the viability of the Issuer's Sustainable Aviation Fuel initiative. Each PSA represents a contingent right to receive one share of the Issuer's common stock to the extent the performance-based criteria is met. Reported amount assumes 100% performance-based vesting, but actual number of PSAs earned may be 25% more or less than the reported amount, depending on the extent to which the performance-based vesting criteria are met or not met.

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January 02, 2025 Filed Jan 6, 2025 15:31 UTC GrantCommon Stock 4,154 $212.96 $884,635.84
Disclosure

SEC source: 0001676532-25-000002 · wk-form4_1736177489.xml · nonDerivative · entry 1

Flaherty Scott B. · CIK 0001676532 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,109

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

Read SEC document
January 02, 2025 Filed Jan 6, 2025 15:27 UTC GrantPerformance-based Restricted Stock Award · Derivative 7,638 $212.96 $1,626,588.48
Disclosure

SEC source: 0001669572-25-000003 · wk-form4_1736177272.xml · derivative · entry 2

Hole Brian Richard · CIK 0001669572 · PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,638

Underlying: Common Stock · 7,638 shares

Expires not disclosed

F2 · derivative.exercise_price: Grant of performance-based restricted stock award ("PSA") subject to performance-based and time-based vesting over two years. Performance-based vesting criteria include a combination of profitability of the Issuer's services businesses, growth of the Issuer's leasing portfolio and the viability of the Issuer's Sustainable Aviation Fuel initiative. Each PSA represents a contingent right to receive one share of the Issuer's common stock to the extent the performance-based criteria is met. Reported amount assumes 100% performance-based vesting, but actual number of PSAs earned may be 25% more or less than the reported amount, depending on the extent to which the performance-based vesting criteria are met or not met.

F2 · derivative.exercise_date: Grant of performance-based restricted stock award ("PSA") subject to performance-based and time-based vesting over two years. Performance-based vesting criteria include a combination of profitability of the Issuer's services businesses, growth of the Issuer's leasing portfolio and the viability of the Issuer's Sustainable Aviation Fuel initiative. Each PSA represents a contingent right to receive one share of the Issuer's common stock to the extent the performance-based criteria is met. Reported amount assumes 100% performance-based vesting, but actual number of PSAs earned may be 25% more or less than the reported amount, depending on the extent to which the performance-based vesting criteria are met or not met.

F2 · derivative.expiration_date: Grant of performance-based restricted stock award ("PSA") subject to performance-based and time-based vesting over two years. Performance-based vesting criteria include a combination of profitability of the Issuer's services businesses, growth of the Issuer's leasing portfolio and the viability of the Issuer's Sustainable Aviation Fuel initiative. Each PSA represents a contingent right to receive one share of the Issuer's common stock to the extent the performance-based criteria is met. Reported amount assumes 100% performance-based vesting, but actual number of PSAs earned may be 25% more or less than the reported amount, depending on the extent to which the performance-based vesting criteria are met or not met.

Read SEC document
January 02, 2025 Filed Jan 6, 2025 15:27 UTC GrantCommon Stock 5,092 $212.96 $1,084,392.32
Disclosure

SEC source: 0001669572-25-000003 · wk-form4_1736177272.xml · nonDerivative · entry 1

Hole Brian Richard · CIK 0001669572 · PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 106,256

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

Read SEC document
December 31, 2024 Filed Jan 2, 2025 21:52 UTC Disposition to issuerCommon Stock 3,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001822564-25-000002 · wk-form4_1735854732.xml · nonDerivative · entry 1

McKeating Rae Ann · CIK 0001822564 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,250

F1 · shares: These shares were granted on May 23, 2024 as part of the annual Board of Director compensation. Effective December 31, 2024, Ms. McKeating resigned as a member of the Board of Directors and therefore, will not continue vesting in these shares.

F2 · price: The shares were cancelled for no consideration upon Ms. McKeating's resignation from the Board of Directors.

Read SEC document
December 26, 2024 Filed Dec 30, 2024 21:14 UTC
Willis Austin ChandlerDirector · Chief Executive Officer
GiftCommon Stock 85 $0.00 $0.00
Disclosure

SEC source: 0000905148-24-003423 · form4.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Daughter

Disclosed balance after: 5,422

F3 · shares: Gift of shares from Austin C. Willis to Wilder Grace Willis 2019 Trust, Austin Willis Trustee.

F4 · ownership.nature: Wilder Grace Willis 2019 Trust, Austin Willis Trustee.

Read SEC document
December 26, 2024 Filed Dec 30, 2024 21:14 UTC
Willis Austin ChandlerDirector · Chief Executive Officer
GiftCommon Stock 85 $0.00 $0.00
Disclosure

SEC source: 0000905148-24-003423 · 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: 160,612

F3 · shares: Gift of shares from Austin C. Willis to Wilder Grace Willis 2019 Trust, Austin Willis Trustee.

Read SEC document
December 26, 2024 Filed Dec 30, 2024 21:14 UTC
Willis Austin ChandlerDirector · Chief Executive Officer
GiftCommon Stock 85 $0.00 $0.00
Disclosure

SEC source: 0000905148-24-003423 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Son

Disclosed balance after: 5,422

F1 · shares: Gift of shares from Austin C. Willis to Rooster A. Willis 2019 Trust, Austin Willis Trustee.

F2 · ownership.nature: Rooster A. Willis 2019 Trust, Austin Willis Trustee.

Read SEC document
December 26, 2024 Filed Dec 30, 2024 21:14 UTC
Willis Austin ChandlerDirector · Chief Executive Officer
GiftCommon Stock 85 $0.00 $0.00
Disclosure

SEC source: 0000905148-24-003423 · 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: 160,697

F1 · shares: Gift of shares from Austin C. Willis to Rooster A. Willis 2019 Trust, Austin Willis Trustee.

Read SEC document
December 06, 2024 Filed Dec 10, 2024 21:19 UTC
Willis Austin ChandlerDirector · Chief Executive Officer
SaleCommon Stock 300 $204.64 $61,392.00
Disclosure

SEC source: 0000905148-24-003360 · form4.xml · nonDerivative · entry 7

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 160,782

F3 · 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 5, 2024.

Read SEC document
December 06, 2024 Filed Dec 10, 2024 21:19 UTC
Willis Austin ChandlerDirector · Chief Executive Officer
SaleCommon Stock 500 $203.06 $101,530.00
Disclosure

SEC source: 0000905148-24-003360 · form4.xml · nonDerivative · entry 6

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 161,082

F3 · 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 5, 2024.

F8 · price: This transaction was executed in multiple trades at prices ranging from $202.88 to $203.57, 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.

Read SEC document
December 06, 2024 Filed Dec 10, 2024 21:19 UTC
Willis Austin ChandlerDirector · Chief Executive Officer
SaleCommon Stock 800 $202.21 $161,767.04
Disclosure

SEC source: 0000905148-24-003360 · form4.xml · nonDerivative · entry 5

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 161,582

F3 · 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 5, 2024.

F7 · price: This transaction was executed in multiple trades at prices ranging from $201.59 to $202.58, 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 (7) of this Form 4.

Read SEC document
December 06, 2024 Filed Dec 10, 2024 21:19 UTC
Willis Austin ChandlerDirector · Chief Executive Officer
SaleCommon Stock 500 $200.47 $100,232.50
Disclosure

SEC source: 0000905148-24-003360 · form4.xml · nonDerivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 162,382

F3 · 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 5, 2024.

F6 · price: This transaction was executed in multiple trades at prices ranging from $200.32 to $201.045, 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
December 06, 2024 Filed Dec 10, 2024 21:19 UTC
Willis Austin ChandlerDirector · Chief Executive Officer
SaleCommon Stock 600 $197.75 $118,651.02
Disclosure

SEC source: 0000905148-24-003360 · form4.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 162,882

F3 · 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 5, 2024.

F5 · price: This transaction was executed in multiple trades at prices ranging from $197.16 to $198.09, 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, 2024 Filed Dec 10, 2024 21:19 UTC
Willis Austin ChandlerDirector · Chief Executive Officer
SaleCommon Stock 750 $196.71 $147,530.78
Disclosure

SEC source: 0000905148-24-003360 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 163,482

F3 · 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 5, 2024.

F4 · price: This transaction was executed in multiple trades at prices ranging from $196.13 to $197.04, 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 (4) of this Form 4.

Read SEC document
November 19, 2024 Filed Nov 19, 2024 23:00 UTC SaleCommon Stock 250 $186.71 $46,677.50
Disclosure

SEC source: 0001822564-24-000009 · wk-form4_1732057239.xml · nonDerivative · entry 2

McKeating Rae Ann · CIK 0001822564 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,250

F1 · price: These sales were executed in a single trade. 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.

Read SEC document
November 18, 2024 Filed Nov 19, 2024 23:00 UTC SaleCommon Stock 500 $194.32 $97,160.00
Disclosure

SEC source: 0001822564-24-000009 · wk-form4_1732057239.xml · nonDerivative · entry 1

McKeating Rae Ann · CIK 0001822564 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,500

F1 · price: These sales were executed in a single trade. 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.

Read SEC document
November 12, 2024 Filed Nov 14, 2024 23:15 UTC SaleCommon Stock 5,000 $200.19 $1,000,950.00
Disclosure

SEC source: 0001104659-24-119359 · tm2428554-1_4seq1.xml · nonDerivative · entry 1

Flaherty Scott B. · CIK 0001676532 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,955

F1 · price: This transaction was executed in multiple trades at prices ranging from $195.78 to $209.78. 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.

Read SEC document
November 11, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
GiftCommon Stock 4,719 $0.00 $0.00
Disclosure

SEC source: 0000905148-24-003054 · form4.xml · nonDerivative · entry 10

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 871,776

F6 · shares: Gift of shares to the Woods Hole Oceanographic Institution.

Read SEC document
November 08, 2024 Filed Nov 12, 2024 23:23 UTC SaleCommon Stock 20,000 $203.31 $4,066,200.00
Disclosure

SEC source: 0001104659-24-116990 · tm2428283-1_4seq1.xml · nonDerivative · entry 1

Hole Brian Richard · CIK 0001669572 · PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,164

F1 · price: This transaction was executed in multiple trades at prices ranging from $200.00 to $230.53. 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.

Read SEC document
November 08, 2024 Filed Nov 12, 2024 20:43 UTC SaleCommon Stock 10,000 $204.02 $2,040,200.00
Disclosure

SEC source: 0001676532-24-000028 · wk-form4_1731444221.xml · nonDerivative · entry 1

Flaherty Scott B. · CIK 0001676532 · EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,955

F1 · price: This transaction was executed in multiple trades at prices ranging from $196.00 to $230.53. 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.

Read SEC document
November 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 36 $230.53 $8,299.08
Disclosure

SEC source: 0000905148-24-003054 · 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: 12,298

F1 · ownership.nature: Charlotte Montressor Willis.

Read SEC document
November 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 103 $228.53 $23,538.54
Disclosure

SEC source: 0000905148-24-003054 · form4.xml · nonDerivative · entry 8

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse

Disclosed balance after: 12,334

F5 · price: This transaction was executed in multiple trades at prices ranging from $228.50 to $229.48, 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 (5) of this Form 4.

F1 · ownership.nature: Charlotte Montressor Willis.

Read SEC document
November 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 42 $226.05 $9,493.96
Disclosure

SEC source: 0000905148-24-003054 · form4.xml · nonDerivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse

Disclosed balance after: 12,437

F4 · price: This transaction was executed in multiple trades at prices ranging from $225.98 to $226.26, 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.

F1 · ownership.nature: Charlotte Montressor Willis.

Read SEC document
November 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 199 $219.25 $43,630.75
Disclosure

SEC source: 0000905148-24-003054 · form4.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse

Disclosed balance after: 12,479

F1 · ownership.nature: Charlotte Montressor Willis.

Read SEC document
November 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 103 $213.72 $22,013.46
Disclosure

SEC source: 0000905148-24-003054 · form4.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse

Disclosed balance after: 12,678

F3 · price: This transaction was executed in multiple trades at prices ranging from $213.64 to $213.78, 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.

F1 · ownership.nature: Charlotte Montressor Willis.

Read SEC document
November 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 87 $210.50 $18,313.50
Disclosure

SEC source: 0000905148-24-003054 · form4.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse

Disclosed balance after: 12,781

F1 · ownership.nature: Charlotte Montressor Willis.

Read SEC document
November 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 75 $207.51 $15,563.25
Disclosure

SEC source: 0000905148-24-003054 · form4.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse

Disclosed balance after: 12,868

F1 · ownership.nature: Charlotte Montressor Willis.

Read SEC document
November 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 40 $203.73 $8,149.04
Disclosure

SEC source: 0000905148-24-003054 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse

Disclosed balance after: 12,943

F2 · price: This transaction was executed in multiple trades at prices ranging from $203.64 to $204.16, 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.

F1 · ownership.nature: Charlotte Montressor Willis.

Read SEC document
November 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 15 $198.00 $2,970.00
Disclosure

SEC source: 0000905148-24-003054 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Spouse

Disclosed balance after: 12,983

F1 · ownership.nature: Charlotte Montressor Willis.

Read SEC document
November 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 233 $226.56 $52,787.90
Disclosure

SEC source: 0000905148-24-003053 · form4.xml · nonDerivative · entry 21

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 876,495

F19 · price: This transaction was executed in multiple trades at prices ranging from $226.265 to $226.91, 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 (19) of this Form 4.

Read SEC document
November 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,067 $225.17 $240,254.47
Disclosure

SEC source: 0000905148-24-003053 · form4.xml · nonDerivative · entry 20

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 876,728

F18 · price: This transaction was executed in multiple trades at prices ranging from $225.01 to $225.98, 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 (18) of this Form 4.

Read SEC document
November 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 156 $220.88 $34,457.01
Disclosure

SEC source: 0000905148-24-003053 · form4.xml · nonDerivative · entry 19

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 877,795

F17 · price: This transaction was executed in multiple trades at prices ranging from $220.52 to $221.20, 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 (17) of this Form 4.

Read SEC document
November 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 454 $219.26 $99,543.77
Disclosure

SEC source: 0000905148-24-003053 · form4.xml · nonDerivative · entry 18

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 877,951

F16 · price: This transaction was executed in multiple trades at prices ranging from $219.25 to $220.00, 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 (16) of this Form 4.

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November 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 152 $215.48 $32,752.96
Disclosure

SEC source: 0000905148-24-003053 · form4.xml · nonDerivative · entry 17

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 878,405

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November 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,400 $213.82 $299,346.04
Disclosure

SEC source: 0000905148-24-003053 · form4.xml · nonDerivative · entry 16

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 878,557

F15 · price: This transaction was executed in multiple trades at prices ranging from $213.75 to $214.17, 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 (15) of this Form 4.

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November 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 700 $212.08 $148,453.48
Disclosure

SEC source: 0000905148-24-003053 · form4.xml · nonDerivative · entry 15

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 879,957

F14 · price: This transaction was executed in multiple trades at prices ranging from $211.915 to $212.25, 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 (14) of this Form 4.

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November 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 452 $210.50 $95,146.00
Disclosure

SEC source: 0000905148-24-003053 · form4.xml · nonDerivative · entry 14

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 880,657

Read SEC document
November 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 26 $208.72 $5,426.77
Disclosure

SEC source: 0000905148-24-003053 · form4.xml · nonDerivative · entry 13

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 881,109

F13 · price: This transaction was executed in multiple trades at prices ranging from $208.27 to $208.74, 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 (13) of this Form 4.

Read SEC document
November 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 274 $207.68 $56,905.22
Disclosure

SEC source: 0000905148-24-003053 · form4.xml · nonDerivative · entry 12

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 881,135

F12 · price: This transaction was executed in multiple trades at prices ranging from $207.19 to $208.00, 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 (12) of this Form 4.

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November 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,001 $206.19 $206,392.19
Disclosure

SEC source: 0000905148-24-003053 · form4.xml · nonDerivative · entry 11

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 881,409

F11 · price: This transaction was executed in multiple trades at prices ranging from $206.00 to $206.53, 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 (11) of this Form 4.

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November 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,970 $205.26 $404,364.76
Disclosure

SEC source: 0000905148-24-003053 · form4.xml · nonDerivative · entry 10

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 882,410

F10 · price: This transaction was executed in multiple trades at prices ranging from $205.00 to $205.86, 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 (10) of this Form 4.

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November 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,378 $204.03 $281,147.55
Disclosure

SEC source: 0000905148-24-003053 · form4.xml · nonDerivative · entry 9

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 884,380

F9 · price: This transaction was executed in multiple trades at prices ranging from $203.78 to $204.67, 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 (9) of this Form 4.

Read SEC document
November 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 521 $203.03 $105,778.73
Disclosure

SEC source: 0000905148-24-003053 · 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: 885,758

F8 · price: This transaction was executed in multiple trades at prices ranging from $202.73 to $203.22, 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.

Read SEC document
November 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,671 $202.18 $742,205.72
Disclosure

SEC source: 0000905148-24-003053 · 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: 886,279

F7 · price: This transaction was executed in multiple trades at prices ranging from $201.70 to $202.66, 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.

Read SEC document
November 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 10,305 $200.95 $2,070,777.38
Disclosure

SEC source: 0000905148-24-003053 · 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: 889,950

F6 · price: This transaction was executed in multiple trades at prices ranging from $200.54 to $201.48, 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 (6) of this Form 4.

Read SEC document
November 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 16,447 $200.05 $3,290,260.18
Disclosure

SEC source: 0000905148-24-003053 · 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: 900,255

F5 · price: This transaction was executed in multiple trades at prices ranging from $199.53 to $200.52, 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 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,856 $199.17 $967,155.44
Disclosure

SEC source: 0000905148-24-003053 · 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: 916,702

F4 · price: This transaction was executed in multiple trades at prices ranging from $198.51 to $199.505, 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
November 08, 2024 Filed Nov 13, 2024 21:20 UTC
WILLIS CHARLES F IVDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,395 $197.86 $276,021.54
Disclosure

SEC source: 0000905148-24-003053 · 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: 921,558

F3 · price: This transaction was executed in multiple trades at prices ranging from $197.50 to $198.43, 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.