Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WILLIS LEASE FINANCE CORPWLFC · Entity 399 | EVP, CFO | September 11, 2026 | September 15, 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 11, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 214,324 |
Ending reported balance
After 2026-09-15 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-09-11 · Sale · Disposed 2,979 · Balance 241,345 F1: This transaction was executed in multiple trades at prices ranging from $55.97 to $56.29. 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. Row 2 · 2026-09-14 · Sale · Disposed 18,695 · Balance 222,650 F2: This transaction was executed in multiple trades at prices ranging from $54.01 to $55.30. 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. Row 3 · 2026-09-15 · Sale · Disposed 8,326 · Balance 214,324 F3: This transaction was executed in multiple trades at prices ranging from $52.81 to $54.55. 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. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $55.97 to $56.29. 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.
F2: This transaction was executed in multiple trades at prices ranging from $54.01 to $55.30. 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.
F3: This transaction was executed in multiple trades at prices ranging from $52.81 to $54.55. 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.
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 |
|---|---|---|---|---|---|---|
| September 15, 2026 Filed Sep 15, 2026 21:12 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 8,326 | $53.56 | $445,940.56 |
DisclosureSEC source: 0001676532-26-000012 · wk-form4_1789506774.xml · nonDerivative · entry 3 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 214,324 F3 · price: This transaction was executed in multiple trades at prices ranging from $52.81 to $54.55. 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 |
| September 14, 2026 Filed Sep 15, 2026 21:12 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 18,695 | $54.57 | $1,020,186.15 |
DisclosureSEC source: 0001676532-26-000012 · wk-form4_1789506774.xml · nonDerivative · entry 2 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 222,650 F2 · price: This transaction was executed in multiple trades at prices ranging from $54.01 to $55.30. 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 |
| September 11, 2026 Filed Sep 15, 2026 21:12 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 2,979 | $56.18 | $167,360.22 |
DisclosureSEC source: 0001676532-26-000012 · wk-form4_1789506774.xml · nonDerivative · entry 1 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 241,345 F1 · price: This transaction was executed in multiple trades at prices ranging from $55.97 to $56.29. 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 |
| July 31, 2026 Filed Aug 3, 2026 18:06 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | PurchaseCommon Stock | 148 | $29.07 | $4,302.36 |
DisclosureSEC source: 0001676532-26-000010 · wk-form4_1785780390.xml · nonDerivative · entry 1 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 244,324 F1 · shares: Shares acquired pursuant to employee's participation in the Company's ESPP. 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 |
| April 01, 2026 Filed Apr 3, 2026 13:27 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | Tax withholdingCommon Stock | 15,808 | $175.62 | $2,776,200.96 |
DisclosureSEC source: 0001676532-26-000008 · wk-form4_1775222841.xml · nonDerivative · entry 1 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,392 F1 · shares: Return to issuer of previously restricted shares to satisfy withholding tax liability. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 15:41 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | Exercise / conversionPerformance-based Restricted Stock Award · Derivative | 3,376 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001676532-26-000006 · wk-form4_1773848482.xml · derivative · entry 3 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,376 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 2,856 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 2,856 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 2,856 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 15:41 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | Tax withholdingCommon Stock | 364 | $167.18 | $60,853.52 |
DisclosureSEC source: 0001676532-26-000006 · wk-form4_1773848482.xml · nonDerivative · entry 2 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,200 F2 · shares: Return to Issuer of previously restricted shares to satisfy withholding tax liability. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 15:41 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | Exercise / conversionCommon Stock | 3,376 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001676532-26-000006 · wk-form4_1773848482.xml · nonDerivative · entry 1 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,564 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 2, 2026 22:22 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 194 | $87.21 | $16,918.74 |
DisclosureSEC source: 0001676532-26-000004 · wk-form4_1770070972.xml · nonDerivative · entry 1 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,188 F1 · shares: Shares acquired pursuant to employee's participation in the Company's ESPP. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:56 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantPerformance-based Restricted Stock Award · Derivative | 9,292 | $134.12 | $1,246,243.04 |
DisclosureSEC source: 0001676532-26-000002 · wk-form4_1767740212.xml · derivative · entry 3 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,292 Underlying: Common Stock · 9,292 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 · 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 22:56 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | Tax withholdingCommon Stock | 520 | $134.12 | $69,742.40 |
DisclosureSEC source: 0001676532-26-000002 · wk-form4_1767740212.xml · nonDerivative · entry 2 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,994 F2 · shares: Return to issuer of previously restricted shares to satisfy withholding tax liability. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 22:56 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 6,194 | $134.12 | $830,739.28 |
DisclosureSEC source: 0001676532-26-000002 · wk-form4_1767740212.xml · nonDerivative · entry 1 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,514 F1 · shares: Restrictive Stock Grant vesting over three years. Read SEC document |
| July 31, 2025 Filed Aug 4, 2025 20:45 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 56 | $87.21 | $4,883.76 |
DisclosureSEC source: 0001676532-25-000012 · wk-form4_1754340329.xml · nonDerivative · entry 1 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,320 F1 · shares: Shares acquired pursuant to employee's participation in the Company's ESPP. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 21:13 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | Tax withholdingCommon Stock | 11,682 | $157.41 | $1,838,863.62 |
DisclosureSEC source: 0001676532-25-000008 · wk-form4_1743628388.xml · nonDerivative · entry 3 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,264 F3 · shares: Return to issuer of previously restricted shares to satisfy withholding tax liability. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 21:13 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 23,250 | $157.41 | $3,659,782.50 |
DisclosureSEC source: 0001676532-25-000008 · wk-form4_1743628388.xml · nonDerivative · entry 2 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,946 F2 · shares: Restrictive Stock Grant vesting over two years. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 21:13 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 12,400 | $157.41 | $1,951,884.00 |
DisclosureSEC source: 0001676532-25-000008 · wk-form4_1743628388.xml · nonDerivative · entry 1 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,696 F1 · shares: Restrictive Stock Grant vesting over three years. Read SEC document |
| April 01, 2025 Filed Apr 18, 2025 18:34 UTC Amendment | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | Tax withholdingCommon Stock | 11,682 | $157.41 | $1,838,863.62 |
DisclosureSEC source: 0001676532-25-000010 · wk-form4a_1745001289.xml · nonDerivative · entry 3 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,264 F1 · balance_after: Form 4 amended to adjust amount of securities beneficially owned. Read SEC document |
| April 01, 2025 Filed Apr 18, 2025 18:34 UTC Amendment | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 23,250 | $157.41 | $3,659,782.50 |
DisclosureSEC source: 0001676532-25-000010 · wk-form4a_1745001289.xml · nonDerivative · entry 2 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,946 F1 · balance_after: Form 4 amended to adjust amount of securities beneficially owned. Read SEC document |
| April 01, 2025 Filed Apr 18, 2025 18:34 UTC Amendment | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 12,400 | $157.41 | $1,951,884.00 |
DisclosureSEC source: 0001676532-25-000010 · wk-form4a_1745001289.xml · nonDerivative · entry 1 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,696 F1 · balance_after: Form 4 amended to adjust amount of securities beneficially owned. Read SEC document |
| March 26, 2025 Filed Mar 26, 2025 18:23 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 1,539 | $170.90 | $263,015.10 |
DisclosureSEC source: 0001676532-25-000006 · wk-form4_1743013395.xml · nonDerivative · entry 3 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,296 F3 · price: This transaction was executed in multiple trades at prices ranging from $168.06 to $177.75. 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 |
| March 25, 2025 Filed Mar 26, 2025 18:23 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 8,435 | $178.73 | $1,507,587.55 |
DisclosureSEC source: 0001676532-25-000006 · wk-form4_1743013395.xml · nonDerivative · entry 2 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,835 F2 · price: This transaction was executed in multiple trades at prices ranging from $175.07 to $183.86. 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 |
| March 24, 2025 Filed Mar 26, 2025 18:23 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 5,026 | $184.50 | $927,297.00 |
DisclosureSEC source: 0001676532-25-000006 · wk-form4_1743013395.xml · nonDerivative · entry 1 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,270 F1 · price: This transaction was executed in multiple trades at prices ranging from $183.33 to $187.02. 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 |
| January 31, 2025 Filed Feb 3, 2025 22:53 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 187 | $87.21 | $16,308.27 |
DisclosureSEC source: 0001676532-25-000004 · wk-form4_1738623184.xml · nonDerivative · entry 1 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,296 F1 · shares: Shares acquired pursuant to employee's participation in the Company's ESPP. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 15:31 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantPerformance-based Restricted Stock Award · Derivative | 6,231 | $212.96 | $1,326,953.76 |
DisclosureSEC 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. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 15:31 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 4,154 | $212.96 | $884,635.84 |
DisclosureSEC 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 |
| November 12, 2024 Filed Nov 14, 2024 23:15 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 5,000 | $200.19 | $1,000,950.00 |
DisclosureSEC 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 08, 2024 Filed Nov 12, 2024 20:43 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 10,000 | $204.02 | $2,040,200.00 |
DisclosureSEC 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 |
| August 26, 2024 Filed Aug 27, 2024 15:35 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 3,258 | $109.41 | $356,457.78 |
DisclosureSEC source: 0001676532-24-000026 · wk-form4_1724772950.xml · nonDerivative · entry 2 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,955 F2 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $108.30 to $111.01. The reporting person has provided to the issuer and will provide to any security holder of the issuer or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 15:35 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 1,742 | $109.22 | $190,261.24 |
DisclosureSEC source: 0001676532-24-000026 · wk-form4_1724772950.xml · nonDerivative · entry 1 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,213 F1 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $107.56 to $110.52. The reporting person has provided to the issuer and will provide to any security holder of the issuer or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| July 31, 2024 Filed Aug 2, 2024 13:36 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 137 | $33.33 | $4,566.00 |
DisclosureSEC source: 0001676532-24-000024 · wk-form4_1722605767.xml · nonDerivative · entry 1 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,955 F1 · shares: Shares acquired pursuant to employee's participation in the Company's ESPP. Read SEC document |
| May 07, 2024 Filed May 7, 2024 22:34 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 3,701 | $56.37 | $208,625.37 |
DisclosureSEC source: 0001676532-24-000022 · wk-form4_1715121251.xml · nonDerivative · entry 2 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 94,818 F2 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $55.31 to $57.20. The reporting person has provided to the issuer and will provide to any security holder of the issuer or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| May 06, 2024 Filed May 7, 2024 22:34 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 5,098 | $56.47 | $287,884.06 |
DisclosureSEC source: 0001676532-24-000022 · wk-form4_1715121251.xml · nonDerivative · entry 1 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 98,519 F1 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $55.25 to $58.10. The reporting person has provided to the issuer and will provide to any security holder of the issuer or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| May 03, 2024 Filed May 6, 2024 20:27 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 3,999 | $54.45 | $217,745.55 |
DisclosureSEC source: 0001676532-24-000020 · wk-form4_1715027244.xml · nonDerivative · entry 2 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 103,617 F2 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $52.75 to $55.69. The reporting person has provided to the issuer and will provide to any security holder of the issuer or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| May 02, 2024 Filed May 6, 2024 20:27 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 2,637 | $51.72 | $136,385.64 |
DisclosureSEC source: 0001676532-24-000020 · wk-form4_1715027244.xml · nonDerivative · entry 1 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 107,616 F1 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $50.52 to $52.50. The reporting person has provided to the issuer and will provide to any security holder of the issuer or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| April 19, 2024 Filed Apr 23, 2024 20:37 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 100 | $50.01 | $5,001.00 |
DisclosureSEC source: 0001676532-24-000018 · wk-form4_1713904636.xml · nonDerivative · entry 1 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 110,253 F1 · price: Represents the weighted average sales price per share. The shares were sold in one trade at $50.01. The reporting person has provided to the issuer and will provide to any security holder of the issuer or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| April 18, 2024 Filed Apr 18, 2024 20:49 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 100 | $50.35 | $5,034.50 |
DisclosureSEC source: 0001676532-24-000016 · wk-form4_1713473338.xml · nonDerivative · entry 3 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 110,353 F3 · price: Represents the weighted average sales price per share. The shares were sold in one trade at $50.345. The reporting person has provided to the issuer and will provide to any security holder of the issuer or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| April 17, 2024 Filed Apr 18, 2024 20:49 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 200 | $50.00 | $10,000.00 |
DisclosureSEC source: 0001676532-24-000016 · wk-form4_1713473338.xml · nonDerivative · entry 2 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 110,453 F2 · price: Represents the weighted average sales price per share. The shares were sold in one trade at $50.00. The reporting person has provided to the issuer and will provide to any security holder of the issuer or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| April 16, 2024 Filed Apr 18, 2024 20:49 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 2,200 | $50.43 | $110,946.00 |
DisclosureSEC source: 0001676532-24-000016 · wk-form4_1713473338.xml · nonDerivative · entry 1 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 110,653 F1 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $49.98 to $50.98. The reporting person has provided to the issuer and will provide to any security holder of the issuer or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| April 05, 2024 Filed Apr 9, 2024 15:44 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 400 | $50.08 | $20,032.00 |
DisclosureSEC source: 0001676532-24-000014 · wk-form4_1712677446.xml · nonDerivative · entry 1 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 112,853 F1 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $50.00 to $50.30. The reporting person has provided to the issuer and will provide to any security holder of the issuer or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| April 04, 2024 Filed Apr 5, 2024 18:08 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 200 | $50.18 | $10,036.00 |
DisclosureSEC source: 0001676532-24-000012 · wk-form4_1712340485.xml · nonDerivative · entry 2 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 113,253 F1 · price: Sales were executed in a single trade. Read SEC document |
| April 03, 2024 Filed Apr 5, 2024 18:08 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 100 | $50.00 | $5,000.00 |
DisclosureSEC source: 0001676532-24-000012 · wk-form4_1712340485.xml · nonDerivative · entry 1 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 113,453 F1 · price: Sales were executed in a single trade. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 13:51 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | Tax withholdingCommon Stock | 13,706 | $48.78 | $668,578.68 |
DisclosureSEC source: 0001676532-24-000010 · wk-form4_1712152255.xml · nonDerivative · entry 3 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,553 F3 · shares: Return to issuer of previously restricted shares to satisfy withholding tax liability. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 13:51 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 23,250 | $48.78 | $1,134,135.00 |
DisclosureSEC source: 0001676532-24-000010 · wk-form4_1712152255.xml · nonDerivative · entry 2 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,259 F2 · shares: Performance Stock Grant vesting over two years. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 13:51 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 12,400 | $48.78 | $604,872.00 |
DisclosureSEC source: 0001676532-24-000010 · wk-form4_1712152255.xml · nonDerivative · entry 1 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,009 F1 · shares: Restrictive Stock Grant vesting over three years. Read SEC document |
| February 12, 2024 Filed Feb 13, 2024 21:11 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 614 | $50.11 | $30,767.54 |
DisclosureSEC source: 0001676532-24-000008 · wk-form4_1707858685.xml · nonDerivative · entry 2 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 91,609 F1 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $50.00 to $51.00. The reporting person has provided to the issuer, and will provide to any security holder of the issuer or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| February 09, 2024 Filed Feb 13, 2024 21:11 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 275 | $50.00 | $13,750.00 |
DisclosureSEC source: 0001676532-24-000008 · wk-form4_1707858685.xml · nonDerivative · entry 1 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 92,223 Read SEC document |
| January 31, 2024 Filed Feb 1, 2024 15:55 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 500 | $33.33 | $16,664.25 |
DisclosureSEC source: 0001676532-24-000006 · wk-form4_1706802942.xml · nonDerivative · entry 1 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,498 F1 · shares: Shares acquired pursuant to employee's participation in the Company's ESPP. Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 13:28 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 121 | $50.01 | $6,051.21 |
DisclosureSEC source: 0001676532-24-000004 · wk-form4_1706707711.xml · nonDerivative · entry 1 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 91,998 F1 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $50.00 to $50.01. The reporting person has provided to the issuer and will provide to any security holder of the issuer or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| January 25, 2024 Filed Jan 26, 2024 21:55 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 255 | $50.13 | $12,783.15 |
DisclosureSEC source: 0001676532-24-000002 · wk-form4_1706306145.xml · nonDerivative · entry 1 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 92,119 F1 · price: Represents the weighted average sales price per share. The shares were sold at prices ranging from $50.00 to $50.40. The reporting person has provided to the issuer and will provide to any security holder of the issuer or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| December 22, 2023 Filed Dec 26, 2023 22:14 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 372 | $47.90 | $17,818.80 |
DisclosureSEC source: 0001676532-23-000032 · wk-form4_1703628888.xml · nonDerivative · entry 1 Flaherty Scott B. · CIK 0001676532 · EVP, CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 92,374 F1 · price: This transaction was executed in multiple trades at prices ranging from $47.51 to $48.38. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.