Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WILLIS LEASE FINANCE CORPWLFC · Entity 399 | Director · Executive Chairman · 10% owner | August 31, 2026 | September 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 August 31, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSpouse | 40,280 |
Reported balance
After 2026-08-31 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-31 · Sale · Disposed 400 · Balance 40,280 F1: This transaction was executed in multiple trades at prices ranging from $52.95 to $52.96, 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 (1) of this Form 4. F2: Charlotte Montressor Willis. |
| Common StockSEC Table I · non-derivative | Direct | 2,492,143 |
Reported balance
Holding disclosure · report date 2026-08-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,492,143 |
| Common StockSEC Table I · non-derivative | IndirectCFW Partners | 6,402,445 |
Reported balance
Holding disclosure · report date 2026-08-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,402,445 |
| Common StockSEC Table I · non-derivative | IndirectGranddaughter | 1,752 |
Reported balance
Holding disclosure · report date 2026-08-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,752 F3: Wilder Grace Willis 2016 Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $52.95 to $52.96, 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 (1) of this Form 4.
F2: Charlotte Montressor Willis.
F3: Wilder Grace Willis 2016 Trust.
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 |
|---|---|---|---|---|---|---|
| August 12, 2025 Filed Aug 14, 2025 21:23 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 7,067 | $156.51 | $1,106,066.06 |
DisclosureSEC source: 0000905148-25-002979 · 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: 957,246 F8 · price: This transaction was executed in multiple trades at prices ranging from $156.14 to $157.115, 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 |
| August 12, 2025 Filed Aug 14, 2025 21:23 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 9,448 | $155.72 | $1,471,203.82 |
DisclosureSEC source: 0000905148-25-002979 · 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: 964,313 F7 · price: This transaction was executed in multiple trades at prices ranging from $155.14 to $156.13, 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 |
| August 12, 2025 Filed Aug 14, 2025 21:23 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 5,403 | $154.23 | $833,294.96 |
DisclosureSEC source: 0000905148-25-002979 · 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: 973,761 F6 · price: This transaction was executed in multiple trades at prices ranging from $154.1 to $154.58, 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 (6) of this Form 4. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 21:23 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 5,411 | $153.91 | $832,802.68 |
DisclosureSEC source: 0000905148-25-002979 · 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: 979,164 F5 · price: This transaction was executed in multiple trades at prices ranging from $153.10 to $154.095, 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 |
| August 12, 2025 Filed Aug 14, 2025 21:23 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 1,914 | $152.54 | $291,967.49 |
DisclosureSEC source: 0000905148-25-002979 · 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: 984,575 F4 · price: This transaction was executed in multiple trades at prices ranging from $152.085 to $153.07, 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 |
| August 12, 2025 Filed Aug 14, 2025 21:23 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 407 | $151.52 | $61,666.73 |
DisclosureSEC source: 0000905148-25-002979 · 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: 986,489 F3 · price: This transaction was executed in multiple trades at prices ranging from $151.03 to $152.01, 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. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 21:23 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 50 | $150.48 | $7,523.95 |
DisclosureSEC source: 0000905148-25-002979 · form4.xml · nonDerivative · entry 2 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 986,896 F2 · price: This transaction was executed in multiple trades at prices ranging from $149.93 to $150.54, 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. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 21:23 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 100 | $147.13 | $14,713.20 |
DisclosureSEC source: 0000905148-25-002979 · form4.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 986,946 F1 · price: This transaction was executed in multiple trades at prices ranging from $146.96 to $147.30, 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 (1) of this Form 4. Read SEC document |
| June 04, 2025 Filed Jun 5, 2025 20:29 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 307 | $138.50 | $42,520.67 |
DisclosureSEC source: 0000905148-25-002008 · 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: 987,046 F7 · price: This transaction was executed in multiple trades at prices ranging from $138.29 to $138.80, 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 |
| June 04, 2025 Filed Jun 5, 2025 20:29 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 510 | $137.57 | $70,162.23 |
DisclosureSEC source: 0000905148-25-002008 · 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: 987,353 F6 · price: This transaction was executed in multiple trades at prices ranging from $137.28 to $137.79, 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 |
| June 04, 2025 Filed Jun 5, 2025 20:29 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 3,586 | $136.95 | $491,084.77 |
DisclosureSEC source: 0000905148-25-002008 · 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: 987,863 F5 · price: This transaction was executed in multiple trades at prices ranging from $136.20 to $137.16, 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 (5) of this Form 4. Read SEC document |
| June 04, 2025 Filed Jun 5, 2025 20:29 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 4,742 | $135.35 | $641,850.09 |
DisclosureSEC source: 0000905148-25-002008 · 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: 991,449 F4 · price: This transaction was executed in multiple trades at prices ranging from $135.025 to $135.85, 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 |
| June 04, 2025 Filed Jun 5, 2025 20:29 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 2,105 | $134.81 | $283,764.74 |
DisclosureSEC source: 0000905148-25-002008 · 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: 996,191 F3 · price: This transaction was executed in multiple trades at prices ranging from $134.02 to $135.015, 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. Read SEC document |
| June 03, 2025 Filed Jun 5, 2025 20:29 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 600 | $140.26 | $84,156.00 |
DisclosureSEC source: 0000905148-25-002008 · 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: 998,296 Read SEC document |
| June 03, 2025 Filed Jun 5, 2025 20:29 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 802 | $138.80 | $111,317.28 |
DisclosureSEC source: 0000905148-25-002008 · form4.xml · nonDerivative · entry 2 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 998,896 F2 · price: This transaction was executed in multiple trades at prices ranging from $138.38 to $139.14, 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. Read SEC document |
| June 03, 2025 Filed Jun 5, 2025 20:29 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 7,348 | $137.81 | $1,012,602.90 |
DisclosureSEC source: 0000905148-25-002008 · form4.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 999,698 F1 · price: This transaction was executed in multiple trades at prices ranging from $137.33 to $138.235, 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 (1) of this Form 4. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 22:39 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | Tax withholdingCommon Stock | 31,534 | $157.41 | $4,963,766.94 |
DisclosureSEC source: 0000905148-25-001083 · 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: 1,007,046 F3 · shares: Return to issuer of previously restricted shares to satisfy withholding tax liability. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 22:39 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 75,000 | $157.41 | $11,805,750.00 |
DisclosureSEC source: 0000905148-25-001083 · form4.xml · nonDerivative · entry 2 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,038,580 F2 · shares: Performance Stock Grant vesting over two years. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 22:39 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 40,000 | $157.41 | $6,296,400.00 |
DisclosureSEC source: 0000905148-25-001083 · form4.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 963,580 F1 · shares: Restrictive Stock Grant vesting over three years. Read SEC document |
| March 28, 2025 Filed Apr 1, 2025 20:19 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-001035 · 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: 13,798 F2 · shares: Gift of shares to Charlotte Montressor Willis. F3 · ownership.nature: Charlotte Montressor Willis. Read SEC document |
| March 28, 2025 Filed Apr 1, 2025 20:19 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-001035 · form4.xml · nonDerivative · entry 2 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 923,580 F2 · shares: Gift of shares to Charlotte Montressor Willis. Read SEC document |
| March 28, 2025 Filed Apr 1, 2025 20:19 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-001035 · form4.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 925,080 F1 · shares: Gift of shares to Charles F. Willis V 2019 Trust, Austin Willis Trustee. Read SEC document |
| March 19, 2025 Filed Mar 21, 2025 20:18 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 231,000 | $186.90 Strike: $186.90 | $43,173,900.00 |
DisclosureSEC source: 0000905148-25-000991 · form4.xml · derivative · entry 6 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 231,000 Underlying: Common Stock · 231,000 shares Expires 2030-03-19 F5 · derivative.exercise_date: This option vests in three equal installments on the first three anniversaries of the grant date. Read SEC document |
| March 19, 2025 Filed Mar 21, 2025 20:18 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | Tax withholdingCommon Stock | 16,771 | $186.90 | $3,134,499.90 |
DisclosureSEC source: 0000905148-25-000991 · form4.xml · nonDerivative · entry 2 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 913,309 F2 · shares: Return to issuer of previously restricted shares to satisfy withholding tax liability. Read SEC document |
| March 19, 2025 Filed Mar 21, 2025 20:18 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 44,904 | $186.90 | $8,392,557.60 |
DisclosureSEC source: 0000905148-25-000991 · form4.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 930,080 F1 · shares: Restrictive Stock Grant fully vested on the grant date. Read SEC document |
| March 19, 2025 Filed Mar 31, 2025 20:26 UTC Amendment | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 44,904 | $186.90 | $8,392,557.60 |
DisclosureSEC source: 0000905148-25-001026 · form4.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 930,080 F1 · shares: Restrictive Stock Grant vesting over three years. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:29 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantPerformance-based Restricted Stock Award · Derivative | 20,100 | $212.96 | $4,280,496.00 |
DisclosureSEC source: 0000905148-25-000034 · form4.xml · derivative · entry 5 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,100 Underlying: Common Stock · 20,100 shares Expires not disclosed F4 · 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. F4 · 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. F4 · 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 21:29 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 13,400 | $212.96 | $2,853,664.00 |
DisclosureSEC source: 0000905148-25-000034 · form4.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 885,176 F1 · shares: Restrictive Stock Grant vesting over three years. Read SEC document |
| November 11, 2024 Filed Nov 13, 2024 21:20 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GiftCommon Stock | 4,719 | $0.00 | $0.00 |
DisclosureSEC 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 13, 2024 21:20 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 36 | $230.53 | $8,299.08 |
DisclosureSEC 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 LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 103 | $228.53 | $23,538.54 |
DisclosureSEC 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 LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 42 | $226.05 | $9,493.96 |
DisclosureSEC 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 LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 199 | $219.25 | $43,630.75 |
DisclosureSEC 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 LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 103 | $213.72 | $22,013.46 |
DisclosureSEC 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 LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 87 | $210.50 | $18,313.50 |
DisclosureSEC 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 LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 75 | $207.51 | $15,563.25 |
DisclosureSEC 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 LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 40 | $203.73 | $8,149.04 |
DisclosureSEC 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 LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 15 | $198.00 | $2,970.00 |
DisclosureSEC 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 LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 233 | $226.56 | $52,787.90 |
DisclosureSEC 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 LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 1,067 | $225.17 | $240,254.47 |
DisclosureSEC 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 LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 156 | $220.88 | $34,457.01 |
DisclosureSEC 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 LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 454 | $219.26 | $99,543.77 |
DisclosureSEC 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. Read SEC document |
| November 08, 2024 Filed Nov 13, 2024 21:20 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 152 | $215.48 | $32,752.96 |
DisclosureSEC 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 Read SEC document |
| November 08, 2024 Filed Nov 13, 2024 21:20 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 1,400 | $213.82 | $299,346.04 |
DisclosureSEC 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. Read SEC document |
| November 08, 2024 Filed Nov 13, 2024 21:20 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 700 | $212.08 | $148,453.48 |
DisclosureSEC 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. Read SEC document |
| November 08, 2024 Filed Nov 13, 2024 21:20 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 452 | $210.50 | $95,146.00 |
DisclosureSEC 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 LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 26 | $208.72 | $5,426.77 |
DisclosureSEC 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 LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 274 | $207.68 | $56,905.22 |
DisclosureSEC 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. Read SEC document |
| November 08, 2024 Filed Nov 13, 2024 21:20 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 1,001 | $206.19 | $206,392.19 |
DisclosureSEC 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. Read SEC document |
| November 08, 2024 Filed Nov 13, 2024 21:20 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 1,970 | $205.26 | $404,364.76 |
DisclosureSEC 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. 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.