TapewireFind a company

person · Reporting owner

WILLIS CHARLES F IV

Disclosed activity across 1 company

Tapewire entity
400
SEC CIK
0001033309

Export transaction history ↓

Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
WILLIS LEASE FINANCE CORPWLFC · Entity 399Director · Executive Chairman · 10% ownerAugust 31, 2026September 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectSpouse40,280 Reported balance After 2026-08-31 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 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-derivativeDirect2,492,143 Reported balance Holding disclosure · report date 2026-08-31 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 2,492,143

Common StockSEC Table I · non-derivativeIndirectCFW Partners6,402,445 Reported balance Holding disclosure · report date 2026-08-31 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 6,402,445

Common StockSEC Table I · non-derivativeIndirectGranddaughter1,752 Reported balance Holding disclosure · report date 2026-08-31 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 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 API
Reset

Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.