Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WILLIS LEASE FINANCE CORPWLFC · Entity 399 | Director · President and CEO · 10% owner | September 01, 2026 | September 03, 2026 |
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 September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 420,888 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Sale · Disposed 15,000 · Balance 420,888 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 24, 2026. F2: This transaction was executed in multiple trades at prices ranging from $53.55 to $54.25, 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 (2) of this Form 4. |
| Common StockSEC Table I · non-derivative | IndirectSon | 5,466 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,466 F3: Rooster A. Willis 2019 Trust, Austin Willis Trustee. |
| Common StockSEC Table I · non-derivative | IndirectDaughter | 5,466 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,466 F4: Wilder Grace Willis 2019 Trust, Austin Willis Trustee. |
| Common StockSEC Table I · non-derivative | IndirectBrother | 66,966 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 66,966 F5: Charles F. Willis V 2019 Trust, Austin Willis Trustee. |
| Common StockSEC Table I · non-derivative | IndirectAustin C. Willis 2019 Irrevocable Trust | 10,347 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 10,347 F6: Austin C. Willis 2019 Irrevocable Trust, Mary Willis Trustee. |
| Common StockSEC Table I · non-derivative | IndirectCFW V 2016 Trust | 26,076 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 26,076 F7: Charles F. Willis V 2016 Trust, Austin Willis Trustee. |
| Common StockSEC Table I · non-derivative | Indirect2019 Willis Family Trust | 698,144 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 698,144 F8: 2019 Willis Family Trust, Austin Willis Trustee. F9: Includes 640,244 shares having shared voting power of CFW Partners with Charles F. Willis IV. |
| Common StockSEC Table I · non-derivative | IndirectCFW Partners | 1,216,464 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 1,216,464 F10: Shared voting power of CFW Partners with Charles F. Willis IV. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 24, 2026.
F2: This transaction was executed in multiple trades at prices ranging from $53.55 to $54.25, 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 (2) of this Form 4.
F3: Rooster A. Willis 2019 Trust, Austin Willis Trustee.
F4: Wilder Grace Willis 2019 Trust, Austin Willis Trustee.
F5: Charles F. Willis V 2019 Trust, Austin Willis Trustee.
F6: Austin C. Willis 2019 Irrevocable Trust, Mary Willis Trustee.
F7: Charles F. Willis V 2016 Trust, Austin Willis Trustee.
F8: 2019 Willis Family Trust, Austin Willis Trustee.
F9: Includes 640,244 shares having shared voting power of CFW Partners with Charles F. Willis IV.
F10: Shared voting power of CFW Partners with Charles F. Willis IV.
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 |
|---|---|---|---|---|---|---|
| December 11, 2017 Filed Dec 29, 2017 20:39 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | GiftCommon Stock | 584 | $0.00 | $0.00 |
DisclosureSEC 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 |
| October 01, 2017 Filed Oct 3, 2017 17:12 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | Tax withholdingCommon Stock | 227 | $24.59 | $5,581.93 |
DisclosureSEC source: 0001453104-17-000006 · 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: 94,052 F1 · shares: Return to Issuer of previously restricted shares to satisfy withholding tax liability. Read SEC document |
| August 22, 2017 Filed Aug 23, 2017 21:04 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 700 | $23.28 | $16,297.33 |
DisclosureSEC source: 0001453104-17-000005 · primary_doc.xml · nonDerivative · entry 2 Willis Austin Chandler · CIK 0001453104 · Director · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,279 Read SEC document |
| August 21, 2017 Filed Aug 23, 2017 21:04 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 9,664 | $23.37 | $225,847.68 |
DisclosureSEC source: 0001453104-17-000005 · 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: 94,979 Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 17:30 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | Tax withholdingCommon Stock | 536 | $22.35 | $11,979.60 |
DisclosureSEC source: 0001669572-17-000007 · 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: 104,643 F1 · shares: Return to Issuer of previously restricted shares to satisfy withholding tax liability. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:37 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | Tax withholdingCommon Stock | 816 | $26.33 | $21,485.28 |
DisclosureSEC source: 0001453104-17-000003 · 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: 105,179 F1 · shares: Return to Issuer of previously restricted shares to satisfy withholding tax liability. Read SEC document |
| December 29, 2016 Filed Jan 3, 2017 20:50 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | GiftCommon Stock | 2,046 | $0.00 | $0.00 |
DisclosureSEC source: 0001453104-17-000001 · primary_doc.xml · nonDerivative · entry 1 Willis Austin Chandler · CIK 0001453104 · Director · SVP, Corporate Development 10b5-1 filing: Not disclosed Ownership: Indirect · CWV 2016 Trust Disclosed balance after: 2,046 F1 · shares: Gift of shares to Austin C. Willis, as Trustee of the Charles F. Willis, V 2016 Trust dated as of August 25, 2016 (the "CWV 2016 Trust") Read SEC document |
| October 01, 2016 Filed Oct 3, 2016 20:04 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | Tax withholdingCommon Stock | 227 | $23.77 | $5,395.79 |
DisclosureSEC source: 0001573998-16-000008 · 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: 105,995 F1 · shares: Return to Issuer of previously restricted shares to satisfy withholding tax liability. 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.