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 |
|---|---|---|---|---|---|---|
| November 08, 2024 Filed Nov 13, 2024 21:20 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 1,378 | $204.03 | $281,147.55 |
DisclosureSEC source: 0000905148-24-003053 · form4.xml · nonDerivative · entry 9 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 884,380 F9 · price: This transaction was executed in multiple trades at prices ranging from $203.78 to $204.67, 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 (9) 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 | 521 | $203.03 | $105,778.73 |
DisclosureSEC source: 0000905148-24-003053 · 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: 885,758 F8 · price: This transaction was executed in multiple trades at prices ranging from $202.73 to $203.22, 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 |
| November 08, 2024 Filed Nov 13, 2024 21:20 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 3,671 | $202.18 | $742,205.72 |
DisclosureSEC source: 0000905148-24-003053 · 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: 886,279 F7 · price: This transaction was executed in multiple trades at prices ranging from $201.70 to $202.66, 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 |
| November 08, 2024 Filed Nov 13, 2024 21:20 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 10,305 | $200.95 | $2,070,777.38 |
DisclosureSEC source: 0000905148-24-003053 · 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: 889,950 F6 · price: This transaction was executed in multiple trades at prices ranging from $200.54 to $201.48, 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 (6) 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 | 16,447 | $200.05 | $3,290,260.18 |
DisclosureSEC source: 0000905148-24-003053 · 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: 900,255 F5 · price: This transaction was executed in multiple trades at prices ranging from $199.53 to $200.52, 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 |
| November 08, 2024 Filed Nov 13, 2024 21:20 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 4,856 | $199.17 | $967,155.44 |
DisclosureSEC source: 0000905148-24-003053 · 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: 916,702 F4 · price: This transaction was executed in multiple trades at prices ranging from $198.51 to $199.505, 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 |
| November 08, 2024 Filed Nov 13, 2024 21:20 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 1,395 | $197.86 | $276,021.54 |
DisclosureSEC source: 0000905148-24-003053 · 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: 921,558 F3 · price: This transaction was executed in multiple trades at prices ranging from $197.50 to $198.43, 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 |
| November 08, 2024 Filed Nov 13, 2024 21:20 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 1,300 | $196.36 | $255,272.94 |
DisclosureSEC source: 0000905148-24-003053 · 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: 922,953 F2 · price: This transaction was executed in multiple trades at prices ranging from $196.00 to $196.49, 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 |
| November 08, 2024 Filed Nov 13, 2024 21:20 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 2,242 | $195.71 | $438,783.61 |
DisclosureSEC source: 0000905148-24-003053 · 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: 924,253 F1 · price: This transaction was executed in multiple trades at prices ranging from $195.00 to $195.84, 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 |
| September 09, 2024 Filed Sep 11, 2024 20:07 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | Tax withholdingCommon Stock | 10,708 | $104.64 | $1,120,485.12 |
DisclosureSEC source: 0000905148-24-002540 · 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: 926,495 F2 · shares: Return to issuer of previously restricted shares to satisfy withholding tax liability. Read SEC document |
| September 09, 2024 Filed Sep 11, 2024 20:07 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 28,670 | $104.64 | $3,000,028.80 |
DisclosureSEC source: 0000905148-24-002540 · 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: 937,203 F1 · shares: Performance Stock Grant fully vested on the grant date. Read SEC document |
| August 29, 2024 Filed Aug 30, 2024 21:07 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 104 | $105.85 | $11,008.75 |
DisclosureSEC source: 0000905148-24-002433 · 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: 908,533 F6 · price: This transaction was executed in multiple trades at prices ranging from $105.81 to $106.00, 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 (6) of this Form 4. Read SEC document |
| August 29, 2024 Filed Aug 30, 2024 21:07 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 9,971 | $104.94 | $1,046,396.62 |
DisclosureSEC source: 0000905148-24-002433 · 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: 908,637 F5 · price: This transaction was executed in multiple trades at prices ranging from $104.635 to $105.59, 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 29, 2024 Filed Aug 30, 2024 21:07 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 3,129 | $104.16 | $325,926.03 |
DisclosureSEC source: 0000905148-24-002433 · 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: 918,608 F4 · price: This transaction was executed in multiple trades at prices ranging from $103.62 to $104.52, 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 28, 2024 Filed Aug 30, 2024 21:07 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 100 | $109.80 | $10,980.00 |
DisclosureSEC source: 0000905148-24-002433 · 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: 921,737 Read SEC document |
| August 28, 2024 Filed Aug 30, 2024 21:07 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 51 | $107.75 | $5,495.40 |
DisclosureSEC source: 0000905148-24-002433 · 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: 921,837 F3 · price: This transaction was executed in multiple trades at prices ranging from $107.64 to $108.00, 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 (3) of this Form 4. Read SEC document |
| August 28, 2024 Filed Aug 30, 2024 21:07 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 443 | $107.24 | $47,506.35 |
DisclosureSEC source: 0000905148-24-002433 · 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: 921,888 F2 · price: This transaction was executed in multiple trades at prices ranging from $106.62 to $107.55, 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 28, 2024 Filed Aug 30, 2024 21:07 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 4,883 | $105.98 | $517,512.55 |
DisclosureSEC source: 0000905148-24-002433 · 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: 922,331 F1 · price: This transaction was executed in multiple trades at prices ranging from $105.50 to $106.46, 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 |
| August 27, 2024 Filed Aug 27, 2024 22:40 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 1,187 | $109.10 | $129,498.02 |
DisclosureSEC source: 0000905148-24-002379 · 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: 927,214 F12 · price: This transaction was executed in multiple trades at prices ranging from $109.075 to $109.45, 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 |
| August 27, 2024 Filed Aug 27, 2024 22:40 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 3,712 | $108.90 | $404,253.50 |
DisclosureSEC source: 0000905148-24-002379 · 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: 928,401 F11 · price: This transaction was executed in multiple trades at prices ranging from $108.07 to $109.055, 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 |
| August 27, 2024 Filed Aug 27, 2024 22:40 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 629 | $107.74 | $67,765.76 |
DisclosureSEC source: 0000905148-24-002379 · 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: 932,113 F10 · price: This transaction was executed in multiple trades at prices ranging from $107.02 to $107.99, 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 |
| August 27, 2024 Filed Aug 27, 2024 22:40 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 638 | $106.23 | $67,777.55 |
DisclosureSEC source: 0000905148-24-002379 · form4.xml · nonDerivative · entry 9 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 932,742 F9 · price: This transaction was executed in multiple trades at prices ranging from $105.85 to $106.72, 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 (9) of this Form 4. Read SEC document |
| August 26, 2024 Filed Aug 27, 2024 22:40 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 473 | $110.70 | $52,360.86 |
DisclosureSEC source: 0000905148-24-002379 · 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: 933,380 F8 · price: This transaction was executed in multiple trades at prices ranging from $110.44 to $111.01, 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 (8) of this Form 4. Read SEC document |
| August 26, 2024 Filed Aug 27, 2024 22:40 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 2,170 | $109.56 | $237,746.29 |
DisclosureSEC source: 0000905148-24-002379 · 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: 933,853 F7 · price: This transaction was executed in multiple trades at prices ranging from $109.32 to $110.255, 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 26, 2024 Filed Aug 27, 2024 22:40 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 6,027 | $108.92 | $656,435.53 |
DisclosureSEC source: 0000905148-24-002379 · 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: 936,023 F6 · price: This transaction was executed in multiple trades at prices ranging from $108.28 to $109.24, 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 23, 2024 Filed Aug 27, 2024 22:40 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 65 | $112.98 | $7,343.51 |
DisclosureSEC source: 0000905148-24-002379 · 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: 942,050 F5 · price: This transaction was executed in multiple trades at prices ranging from $112.87 to $112.99, 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 23, 2024 Filed Aug 27, 2024 22:40 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 3,316 | $111.06 | $368,279.93 |
DisclosureSEC source: 0000905148-24-002379 · 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: 942,115 F4 · price: This transaction was executed in multiple trades at prices ranging from $110.75 to $111.74, 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 (4) of this Form 4. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 22:40 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 2,223 | $110.28 | $245,143.99 |
DisclosureSEC source: 0000905148-24-002379 · 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: 945,431 F3 · price: This transaction was executed in multiple trades at prices ranging from $109.67 to $110.66, 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 23, 2024 Filed Aug 27, 2024 22:40 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 482 | $109.11 | $52,591.02 |
DisclosureSEC source: 0000905148-24-002379 · 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: 947,654 F2 · price: This transaction was executed in multiple trades at prices ranging from $108.64 to $109.63, 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 23, 2024 Filed Aug 27, 2024 22:40 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 397 | $108.03 | $42,888.82 |
DisclosureSEC source: 0000905148-24-002379 · 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: 948,136 F1 · price: This transaction was executed in multiple trades at prices ranging from $107.56 to $108.51, 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 |
| May 29, 2024 Filed May 29, 2024 23:54 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 26,289 | $66.13 | $1,738,528.37 |
DisclosureSEC source: 0000905148-24-001657 · 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: 948,533 F5 · price: This transaction was executed in multiple trades at prices ranging from $66.00 to $66.36, 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 |
| May 29, 2024 Filed May 29, 2024 23:54 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 3,711 | $65.40 | $242,698.29 |
DisclosureSEC source: 0000905148-24-001657 · 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: 974,822 F4 · price: This transaction was executed in multiple trades at prices ranging from $65.00 to $65.805, 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 |
| May 23, 2024 Filed May 29, 2024 23:54 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-001657 · 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: 12,998 F2 · shares: Gift of shares to Charlotte Montressor Willis. F3 · ownership.nature: Charlotte Montressor Willis. Read SEC document |
| May 23, 2024 Filed May 29, 2024 23:54 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-001657 · 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: 978,533 F2 · shares: Gift of shares to Charlotte Montressor Willis. Read SEC document |
| May 23, 2024 Filed May 29, 2024 23:54 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-001657 · 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: 980,033 F1 · shares: Gift of shares to Charles F. Willis V 2019 Trust, Austin Willis Trustee. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 21:39 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | Tax withholdingCommon Stock | 38,544 | $48.78 | $1,880,176.32 |
DisclosureSEC source: 0000905148-24-001080 · 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: 985,033 F3 · shares: Return to issuer of previously restricted shares to satisfy withholding tax liability. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 21:39 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 75,000 | $48.78 | $3,658,500.00 |
DisclosureSEC source: 0000905148-24-001080 · 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: 1,023,577 F2 · shares: Performance Stock Grant vesting over two years. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 21:39 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 40,000 | $48.78 | $1,951,200.00 |
DisclosureSEC source: 0000905148-24-001080 · 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: 948,577 F1 · shares: Restrictive Stock Grant vesting over three years. Read SEC document |
| February 09, 2024 Filed Feb 13, 2024 21:11 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 1,178 | $49.77 | $58,629.18 |
DisclosureSEC source: 0000905148-24-000603 · form4.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 908,577 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023. F2 · price: This transaction was executed in multiple trades at prices ranging from $49.47 to $50.155, 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 |
| February 08, 2024 Filed Feb 8, 2024 22:33 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 110 | $49.52 | $5,446.82 |
DisclosureSEC source: 0000905148-24-000505 · form4.xml · nonDerivative · entry 6 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 909,755 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023. F6 · price: This transaction was executed in multiple trades at prices ranging from $49.30 to $49.60, 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 |
| February 08, 2024 Filed Feb 8, 2024 22:33 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 522 | $48.74 | $25,442.80 |
DisclosureSEC source: 0000905148-24-000505 · form4.xml · nonDerivative · entry 5 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 909,865 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023. F5 · price: This transaction was executed in multiple trades at prices ranging from $48.19 to $49.17, 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 (5) of this Form 4. Read SEC document |
| February 08, 2024 Filed Feb 8, 2024 22:33 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 362 | $47.72 | $17,273.81 |
DisclosureSEC source: 0000905148-24-000505 · form4.xml · nonDerivative · entry 4 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 910,387 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023. F4 · price: This transaction was executed in multiple trades at prices ranging from $47.18 to $48.07, 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 |
| February 07, 2024 Filed Feb 8, 2024 22:33 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 234 | $47.70 | $11,161.38 |
DisclosureSEC source: 0000905148-24-000505 · form4.xml · nonDerivative · entry 3 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 910,749 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023. F3 · price: This transaction was executed in multiple trades at prices ranging from $47.60 to $48.32, 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 |
| February 06, 2024 Filed Feb 8, 2024 22:33 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 17 | $48.59 | $826.03 |
DisclosureSEC source: 0000905148-24-000505 · form4.xml · nonDerivative · entry 2 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 910,983 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023. Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 22:33 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 317 | $47.54 | $15,069.93 |
DisclosureSEC source: 0000905148-24-000505 · form4.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 911,000 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023. F2 · price: This transaction was executed in multiple trades at prices ranging from $47.26 to $47.98, 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 (2) of this Form 4. Read SEC document |
| February 05, 2024 Filed Feb 6, 2024 21:15 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 36 | $48.36 | $1,740.93 |
DisclosureSEC source: 0000905148-24-000437 · form4.xml · nonDerivative · entry 4 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 911,317 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023. F4 · price: This transaction was executed in multiple trades at prices ranging from $48.33 to $48.36, 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 |
| February 05, 2024 Filed Feb 6, 2024 21:15 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 259 | $47.59 | $12,324.75 |
DisclosureSEC source: 0000905148-24-000437 · form4.xml · nonDerivative · entry 3 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 911,353 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023. F3 · price: This transaction was executed in multiple trades at prices ranging from $47.25 to $48.00, 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 (3) of this Form 4. Read SEC document |
| February 02, 2024 Filed Feb 6, 2024 21:15 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 16 | $48.55 | $776.72 |
DisclosureSEC source: 0000905148-24-000437 · form4.xml · nonDerivative · entry 2 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 911,612 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023. Read SEC document |
| February 02, 2024 Filed Feb 6, 2024 21:15 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 329 | $47.86 | $15,746.24 |
DisclosureSEC source: 0000905148-24-000437 · form4.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 911,628 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023. F2 · price: This transaction was executed in multiple trades at prices ranging from $47.525 to $48.275, 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 |
| February 01, 2024 Filed Feb 2, 2024 21:23 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 289 | $48.56 | $14,033.78 |
DisclosureSEC source: 0000905148-24-000410 · form4.xml · nonDerivative · entry 2 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 911,957 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 6, 2023. F3 · price: This transaction was executed in multiple trades at prices ranging from $48.34 to $49.20, 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 (3) 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.