Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WILLIS LEASE FINANCE CORPWLFC · Entity 399 | SVP, GC & Corporate Secretary | October 01, 2026 | October 02, 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 October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,038 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Tax withholding · Disposed 1,420 · Balance 38,038 F1: Return to issuer of previously restricted shares to satisfy withholding tax liability. |
Filing footnotes · ownership attribution and instrument terms
F1: Return to issuer of previously restricted shares to satisfy withholding tax liability.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 2, 2026 21:42 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | Tax withholdingCommon Stock | 1,420 | $47.80 | $67,876.00 |
DisclosureSEC source: 0002070403-26-000015 · wk-form4_1790962937.xml · nonDerivative · entry 1 Dameron Clifton · CIK 0002070403 · SVP, GC & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,038 F1 · shares: Return to issuer of previously restricted shares to satisfy withholding tax liability. Read SEC document |
| August 14, 2026 Filed Aug 17, 2026 13:35 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 3,535 | $56.83 | $200,894.05 |
DisclosureSEC source: 0002070403-26-000013 · wk-form4_1786973720.xml · nonDerivative · entry 1 Dameron Clifton · CIK 0002070403 · SVP, GC & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,458 F1 · price: This transaction was executed in one trade at the price of $56.8266. 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. F2 · balance_after: The number of securities beneficially owned reported herein has been adjusted to reflect the 3-for-1 forward stock split, which became effective on July 21, 2026. Read SEC document |
| May 15, 2026 Filed May 18, 2026 16:02 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | Tax withholdingCommon Stock | 612 | $180.03 | $110,178.36 |
DisclosureSEC source: 0002070403-26-000011 · wk-form4_1779120155.xml · nonDerivative · entry 1 Dameron Clifton · CIK 0002070403 · SVP, GC & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,331 F1 · shares: Return to issuer of previously restricted shares to satisfy withholding tax liability. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 15:12 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | Exercise / conversionPerformance-based Restricted Stock Award · Derivative | 2,635 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002070403-26-000009 · wk-form4_1773846747.xml · derivative · entry 3 Dameron Clifton · CIK 0002070403 · SVP, GC & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,635 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Performance-based restricted stock award ("PSA") granted in 2025 subject to performance-based and time-based vesting over two years. Performance-based vesting criteria, which included 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, were certified on March 16, 2026. Each PSA represents a contingent right to receive one share of the Issuer's common stock upon vesting. F3 · shares: Reported amount has been adjusted to reflect the actual number of PSAs earned, based on the extent to which the performance-based vesting criteria were achieved. The remaining 2,229 PSAs of the 100% target amount reported in the Form 4 filed by the Reporting Person on January 6, 2025 were forfeited. F1 · price: Performance-based restricted stock award ("PSA") granted in 2025 subject to performance-based and time-based vesting over two years. Performance-based vesting criteria, which included 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, were certified on March 16, 2026. Each PSA represents a contingent right to receive one share of the Issuer's common stock upon vesting. F1 · derivative.exercise_date: Performance-based restricted stock award ("PSA") granted in 2025 subject to performance-based and time-based vesting over two years. Performance-based vesting criteria, which included 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, were certified on March 16, 2026. Each PSA represents a contingent right to receive one share of the Issuer's common stock upon vesting. F1 · derivative.expiration_date: Performance-based restricted stock award ("PSA") granted in 2025 subject to performance-based and time-based vesting over two years. Performance-based vesting criteria, which included 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, were certified on March 16, 2026. Each PSA represents a contingent right to receive one share of the Issuer's common stock upon vesting. F3 · derivative.underlying_shares: Reported amount has been adjusted to reflect the actual number of PSAs earned, based on the extent to which the performance-based vesting criteria were achieved. The remaining 2,229 PSAs of the 100% target amount reported in the Form 4 filed by the Reporting Person on January 6, 2025 were forfeited. F3 · balance_after: Reported amount has been adjusted to reflect the actual number of PSAs earned, based on the extent to which the performance-based vesting criteria were achieved. The remaining 2,229 PSAs of the 100% target amount reported in the Form 4 filed by the Reporting Person on January 6, 2025 were forfeited. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 15:12 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | Tax withholdingCommon Stock | 213 | $167.18 | $35,609.34 |
DisclosureSEC source: 0002070403-26-000009 · wk-form4_1773846747.xml · nonDerivative · entry 2 Dameron Clifton · CIK 0002070403 · SVP, GC & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,943 F2 · shares: Return to Issuer of previously restricted shares to satisfy withholding tax liability. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 15:12 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | Exercise / conversionCommon Stock | 2,635 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002070403-26-000009 · wk-form4_1773846747.xml · nonDerivative · entry 1 Dameron Clifton · CIK 0002070403 · SVP, GC & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,156 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Performance-based restricted stock award ("PSA") granted in 2025 subject to performance-based and time-based vesting over two years. Performance-based vesting criteria, which included 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, were certified on March 16, 2026. Each PSA represents a contingent right to receive one share of the Issuer's common stock upon vesting. F1 · price: Performance-based restricted stock award ("PSA") granted in 2025 subject to performance-based and time-based vesting over two years. Performance-based vesting criteria, which included 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, were certified on March 16, 2026. Each PSA represents a contingent right to receive one share of the Issuer's common stock upon vesting. Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 18:31 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 185 | $114.75 | $21,228.75 |
DisclosureSEC source: 0002070403-26-000007 · wk-form4_1770143473.xml · nonDerivative · entry 1 Dameron Clifton · CIK 0002070403 · SVP, GC & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,521 F1 · shares: Shares acquired pursuant to employee's participation in the Company's ESPP. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:32 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantPerformance-based Restricted Stock Award · Derivative | 6,710 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002070403-26-000002 · wk-form4_1767738750.xml · derivative · entry 3 Dameron Clifton · CIK 0002070403 · SVP, GC & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,710 Underlying: Common Stock · 6,710 shares Expires not disclosed F3 · derivative.exercise_price: Grant of performance-based restricted stock award ("PSA") subject to performance-based and time-based vesting over three years. Performance-based vesting criteria include a combination of return on equity and combined value of the issuer's businesses and its fund, joint venture, and managed portfolios. 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. F3 · price: Grant of performance-based restricted stock award ("PSA") subject to performance-based and time-based vesting over three years. Performance-based vesting criteria include a combination of return on equity and combined value of the issuer's businesses and its fund, joint venture, and managed portfolios. 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. F3 · derivative.exercise_date: Grant of performance-based restricted stock award ("PSA") subject to performance-based and time-based vesting over three years. Performance-based vesting criteria include a combination of return on equity and combined value of the issuer's businesses and its fund, joint venture, and managed portfolios. 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. F3 · derivative.expiration_date: Grant of performance-based restricted stock award ("PSA") subject to performance-based and time-based vesting over three years. Performance-based vesting criteria include a combination of return on equity and combined value of the issuer's businesses and its fund, joint venture, and managed portfolios. 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, 2026 Filed Jan 6, 2026 22:32 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | Tax withholdingCommon Stock | 320 | $134.12 | $42,918.40 |
DisclosureSEC source: 0002070403-26-000002 · wk-form4_1767738750.xml · nonDerivative · entry 2 Dameron Clifton · CIK 0002070403 · SVP, GC & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,336 F2 · shares: Return to issuer of previously restricted shares to satisfy withholding tax liability. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:32 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 4,474 | $134.12 | $600,052.88 |
DisclosureSEC source: 0002070403-26-000002 · wk-form4_1767738750.xml · nonDerivative · entry 1 Dameron Clifton · CIK 0002070403 · SVP, GC & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,656 F1 · shares: Restrictive Stock Grant vesting over three years. Read SEC document |
| January 02, 2026 Filed Jan 7, 2026 14:23 UTC Amendment | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantPerformance-based Restricted Stock Award · Derivative | 6,710 | $134.12 | $899,945.20 |
DisclosureSEC source: 0002070403-26-000005 · wk-form4a_1767795806.xml · derivative · entry 3 Dameron Clifton · CIK 0002070403 · SVP, GC & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,710 Underlying: Common Stock · 6,710 shares Expires not disclosed F3 · derivative.exercise_price: Grant of performance-based restricted stock award ("PSA") subject to performance-based and time-based vesting over three years. Performance-based vesting criteria include a combination of return on equity and combined value of the issuer's businesses and its fund, joint venture, and managed portfolios. 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. F4 · price: This Form 4/A is being filed to amend the price reported in Table II, Box 8 of the originally filed Form 4. No other information reported in the original Form 4 has been changed. F3 · derivative.exercise_date: Grant of performance-based restricted stock award ("PSA") subject to performance-based and time-based vesting over three years. Performance-based vesting criteria include a combination of return on equity and combined value of the issuer's businesses and its fund, joint venture, and managed portfolios. 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. F3 · derivative.expiration_date: Grant of performance-based restricted stock award ("PSA") subject to performance-based and time-based vesting over three years. Performance-based vesting criteria include a combination of return on equity and combined value of the issuer's businesses and its fund, joint venture, and managed portfolios. 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, 2026 Filed Jan 7, 2026 14:23 UTC Amendment | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | Tax withholdingCommon Stock | 320 | $134.12 | $42,918.40 |
DisclosureSEC source: 0002070403-26-000005 · wk-form4a_1767795806.xml · nonDerivative · entry 2 Dameron Clifton · CIK 0002070403 · SVP, GC & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,336 F2 · shares: Return to issuer of previously restricted shares to satisfy withholding tax liability. Read SEC document |
| January 02, 2026 Filed Jan 7, 2026 14:23 UTC Amendment | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 4,474 | $134.12 | $600,052.88 |
DisclosureSEC source: 0002070403-26-000005 · wk-form4a_1767795806.xml · nonDerivative · entry 1 Dameron Clifton · CIK 0002070403 · SVP, GC & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,656 F1 · shares: Restrictive Stock Grant vesting over three years. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 13:16 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 3,000 | $137.12 | $411,360.00 |
DisclosureSEC source: 0002070403-25-000003 · wk-form4_1759497371.xml · nonDerivative · entry 1 Dameron Clifton · CIK 0002070403 · SVP, GC & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,182 F1 · shares: Restrictive Stock Grant vesting over three years. 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.