Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WILLIS LEASE FINANCE CORPWLFC · Entity 399 | Director | May 16, 2019 | January 24, 2020 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WILLIS LEASE FINANCE CORP
Report date May 16, 2019 · Filed January 24, 2020 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,688 |
Last balance in matching sequence
After 2019-05-24 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2019-05-16 · Sale · Disposed 484 · Balance 4,688 F1: Form 4 amended to adjust amount of securities beneficially owned. Row 2 · 2019-05-24 · Grant · Acquired 3,000 · Balance 7,688 F1: Form 4 amended to adjust amount of securities beneficially owned. |
Filing footnotes · ownership attribution and instrument terms
F1: Form 4 amended to adjust amount of securities beneficially owned.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 24, 2019 Filed May 28, 2019 15:43 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 3,000 | $52.66 | $157,980.00 |
DisclosureSEC source: 0001104659-19-031955 · a4.xml · nonDerivative · entry 1 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,104 F1 · shares: Restrictive Stock Grant vesting over one year. Read SEC document |
| May 24, 2019 Filed Jan 24, 2020 20:33 UTC Amendment | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 3,000 | $52.66 | $157,980.00 |
DisclosureSEC source: 0001104659-20-006684 · a4a.xml · nonDerivative · entry 2 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,688 F1 · balance_after: Form 4 amended to adjust amount of securities beneficially owned. Read SEC document |
| May 16, 2019 Filed May 17, 2019 21:01 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 484 | $57.14 | $27,657.50 |
DisclosureSEC source: 0001104659-19-030320 · a4.xml · nonDerivative · entry 1 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,104 Read SEC document |
| May 16, 2019 Filed Jan 24, 2020 20:33 UTC Amendment | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 484 | $57.14 | $27,657.50 |
DisclosureSEC source: 0001104659-20-006684 · a4a.xml · nonDerivative · entry 1 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,688 F1 · balance_after: Form 4 amended to adjust amount of securities beneficially owned. Read SEC document |
| May 15, 2019 Filed May 15, 2019 22:27 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 416 | $56.25 | $23,400.21 |
DisclosureSEC source: 0001104659-19-029806 · a4.xml · nonDerivative · entry 1 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,172 Read SEC document |
| May 14, 2019 Filed May 15, 2019 01:52 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 1,100 | $55.13 | $60,647.95 |
DisclosureSEC source: 0001104659-19-029415 · a4.xml · nonDerivative · entry 1 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,588 Read SEC document |
| December 11, 2018 Filed Dec 12, 2018 01:37 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 750 | $35.08 | $26,307.08 |
DisclosureSEC source: 0001104659-18-072429 · a4.xml · nonDerivative · entry 1 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,688 Read SEC document |
| December 10, 2018 Filed Dec 11, 2018 01:25 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 250 | $35.99 | $8,997.50 |
DisclosureSEC source: 0001104659-18-072178 · a4.xml · nonDerivative · entry 1 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,438 Read SEC document |
| August 31, 2018 Filed Sep 5, 2018 10:01 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 200 | $34.43 | $6,885.00 |
DisclosureSEC source: 0001104659-18-055174 · a4.xml · nonDerivative · entry 1 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,688 Read SEC document |
| August 30, 2018 Filed Aug 31, 2018 16:42 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 100 | $34.42 | $3,441.50 |
DisclosureSEC source: 0001104659-18-054688 · a4.xml · nonDerivative · entry 2 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,888 Read SEC document |
| August 29, 2018 Filed Aug 31, 2018 16:42 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 200 | $34.32 | $6,864.40 |
DisclosureSEC source: 0001104659-18-054688 · a4.xml · nonDerivative · entry 1 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,988 Read SEC document |
| August 27, 2018 Filed Aug 29, 2018 17:19 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 200 | $34.64 | $6,928.00 |
DisclosureSEC source: 0001104659-18-054100 · a4.xml · nonDerivative · entry 1 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,188 Read SEC document |
| August 23, 2018 Filed Aug 24, 2018 14:57 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 200 | $34.33 | $6,866.12 |
DisclosureSEC source: 0001104659-18-053457 · a4.xml · nonDerivative · entry 1 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,388 Read SEC document |
| August 21, 2018 Filed Aug 22, 2018 16:37 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 200 | $34.77 | $6,953.00 |
DisclosureSEC source: 0001104659-18-053173 · a4.xml · nonDerivative · entry 1 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,588 Read SEC document |
| August 20, 2018 Filed Aug 21, 2018 18:46 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 200 | $34.38 | $6,876.30 |
DisclosureSEC source: 0001104659-18-053016 · a4.xml · nonDerivative · entry 1 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,788 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 15:58 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 200 | $33.98 | $6,796.00 |
DisclosureSEC source: 0001104659-18-052772 · a4.xml · nonDerivative · entry 1 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,988 Read SEC document |
| August 16, 2018 Filed Aug 17, 2018 14:32 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 200 | $33.67 | $6,734.00 |
DisclosureSEC source: 0001104659-18-052576 · a4.xml · nonDerivative · entry 1 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,188 Read SEC document |
| August 15, 2018 Filed Aug 16, 2018 15:35 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 300 | $33.07 | $9,922.41 |
DisclosureSEC source: 0001104659-18-052411 · a4.xml · nonDerivative · entry 1 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,388 Read SEC document |
| May 25, 2018 Filed May 29, 2018 17:02 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 300 | $32.02 | $9,605.22 |
DisclosureSEC source: 0001378537-18-000008 · primary_doc.xml · nonDerivative · entry 1 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,688 Read SEC document |
| May 24, 2018 Filed May 24, 2018 23:08 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | GrantCommon Stock | 2,668 | $31.89 | $85,082.25 |
DisclosureSEC source: 0001378537-18-000005 · primary_doc.xml · nonDerivative · entry 1 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,988 F1 · shares: Restricted Stock Award vesting in one year. Read SEC document |
| May 23, 2018 Filed May 23, 2018 22:49 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 500 | $32.05 | $16,026.00 |
DisclosureSEC source: 0001378537-18-000004 · primary_doc.xml · nonDerivative · entry 1 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,320 Read SEC document |
| May 22, 2018 Filed May 23, 2018 19:38 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 200 | $32.22 | $6,443.00 |
DisclosureSEC source: 0001378537-18-000003 · primary_doc.xml · nonDerivative · entry 1 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,820 Read SEC document |
| March 29, 2018 Filed Mar 29, 2018 23:28 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 1,000 | $35.13 | $35,126.80 |
DisclosureSEC 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 | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 1,650 | $32.84 | $54,188.81 |
DisclosureSEC 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 22:19 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 350 | $32.57 | $11,400.06 |
DisclosureSEC 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 |
| December 05, 2017 Filed Dec 8, 2017 00:43 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 500 | $25.83 | $12,915.00 |
DisclosureSEC 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 |
| August 25, 2017 Filed Aug 25, 2017 22:06 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 200 | $23.81 | $4,762.00 |
DisclosureSEC source: 0001378537-17-000006 · primary_doc.xml · nonDerivative · entry 2 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,520 Read SEC document |
| August 24, 2017 Filed Aug 25, 2017 22:06 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 200 | $23.62 | $4,724.00 |
DisclosureSEC source: 0001378537-17-000006 · primary_doc.xml · nonDerivative · entry 1 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,720 Read SEC document |
| August 22, 2017 Filed Aug 22, 2017 21:06 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 400 | $23.66 | $9,464.00 |
DisclosureSEC source: 0001378537-17-000005 · primary_doc.xml · nonDerivative · entry 2 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,920 Read SEC document |
| August 21, 2017 Filed Aug 22, 2017 21:06 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 400 | $23.47 | $9,388.00 |
DisclosureSEC source: 0001378537-17-000005 · primary_doc.xml · nonDerivative · entry 1 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,320 Read SEC document |
| August 16, 2017 Filed Aug 16, 2017 21:46 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 800 | $24.39 | $19,512.00 |
DisclosureSEC source: 0001378537-17-000004 · primary_doc.xml · nonDerivative · entry 1 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,720 Read SEC document |
| May 25, 2017 Filed May 30, 2017 17:43 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | GrantCommon Stock | 3,301 | $25.78 | $85,099.78 |
DisclosureSEC source: 0001378537-17-000001 · primary_doc.xml · nonDerivative · entry 1 Morris Robert T · CIK 0001378537 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,520 F1 · shares: Restricted Stock Grant vesting in one year. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.