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 |
|---|---|---|---|---|---|---|
| December 13, 2023 Filed Dec 15, 2023 23:29 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 809 | $47.74 | $38,618.67 |
DisclosureSEC source: 0000905148-23-001607 · 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: 937,404 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 $47.30 to $47.92, 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 |
| December 13, 2023 Filed Dec 15, 2023 23:29 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 539 | $46.75 | $25,198.52 |
DisclosureSEC source: 0000905148-23-001607 · 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: 938,213 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 $46.30 to $47.295, 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 |
| December 12, 2023 Filed Dec 13, 2023 01:44 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 10 | $47.23 | $472.30 |
DisclosureSEC source: 0000905148-23-001597 · 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: 938,752 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 |
| December 12, 2023 Filed Dec 13, 2023 01:44 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 441 | $46.63 | $20,562.95 |
DisclosureSEC source: 0000905148-23-001597 · 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: 938,762 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 $46.21 to $47.195, 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 |
| December 11, 2023 Filed Dec 13, 2023 01:44 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 10 | $47.80 | $478.00 |
DisclosureSEC source: 0000905148-23-001597 · 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: 939,203 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 |
| December 11, 2023 Filed Dec 13, 2023 01:44 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 292 | $46.92 | $13,700.17 |
DisclosureSEC source: 0000905148-23-001597 · 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: 939,213 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 $46.39 to $47.31, 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 |
| December 08, 2023 Filed Dec 13, 2023 01:44 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 756 | $47.31 | $35,769.84 |
DisclosureSEC source: 0000905148-23-001597 · 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: 939,505 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 $46.82 to $47.80, 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 (2) of this Form 4. Read SEC document |
| December 07, 2023 Filed Dec 7, 2023 23:45 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 137 | $47.38 | $6,491.44 |
DisclosureSEC source: 0000905148-23-001585 · form4.xml · nonDerivative · entry 7 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 940,261 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. F8 · price: This transaction was executed in multiple trades at prices ranging from $47.20 to $47.48, 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 (8) of this Form 4. Read SEC document |
| December 07, 2023 Filed Dec 7, 2023 23:45 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 598 | $46.74 | $27,949.56 |
DisclosureSEC source: 0000905148-23-001585 · 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: 940,398 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. F7 · price: This transaction was executed in multiple trades at prices ranging from $46.20 to $47.15, 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 |
| December 06, 2023 Filed Dec 7, 2023 23:45 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | OtherCommon Stock | 3,966 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-23-001585 · 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: 940,996 F6 · kind: Shares transferred to Austin C. Willis in connection with the settlement of a debt previously contracted. F6 · shares: Shares transferred to Austin C. Willis in connection with the settlement of a debt previously contracted. Read SEC document |
| December 06, 2023 Filed Dec 7, 2023 23:45 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 286 | $46.19 | $13,210.31 |
DisclosureSEC source: 0000905148-23-001585 · 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: 944,962 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 $46.00 to $46.54, 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 (5) of this Form 4. Read SEC document |
| December 06, 2023 Filed Dec 7, 2023 23:45 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 377 | $45.51 | $17,158.59 |
DisclosureSEC source: 0000905148-23-001585 · 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: 945,248 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 $45.00 to $45.99, 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 (4) of this Form 4. Read SEC document |
| December 05, 2023 Filed Dec 7, 2023 23:45 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 64 | $45.71 | $2,925.40 |
DisclosureSEC source: 0000905148-23-001585 · 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: 945,625 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 $45.48 to $46.25, 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 (3) of this Form 4. Read SEC document |
| December 05, 2023 Filed Dec 7, 2023 23:45 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 533 | $45.07 | $24,021.14 |
DisclosureSEC source: 0000905148-23-001585 · 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: 945,689 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 $44.48 to $45.41, 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 15, 2023 Filed Nov 17, 2023 21:31 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 3,305 | $45.49 | $150,332.22 |
DisclosureSEC source: 0000905148-23-001483 · 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: 946,222 F2 · price: This transaction was executed in multiple trades at prices ranging from $45.04 to $45.69, 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 15, 2023 Filed Nov 17, 2023 21:31 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 4,195 | $44.31 | $185,866.19 |
DisclosureSEC source: 0000905148-23-001483 · 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: 949,527 F1 · price: This transaction was executed in multiple trades at prices ranging from $43.73 to $44.67, 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 (1) of this Form 4. Read SEC document |
| November 13, 2023 Filed Nov 14, 2023 23:36 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-23-001451 · 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: 11,498 F7 · shares: Gift of shares to Charlotte Montressor Willis. F9 · ownership.nature: Charlotte Montressor Willis. Read SEC document |
| November 13, 2023 Filed Nov 14, 2023 23:36 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-23-001451 · 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: 953,722 F8 · shares: Gift of shares to George Gifford. Read SEC document |
| November 13, 2023 Filed Nov 14, 2023 23:36 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-23-001451 · 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: 954,222 F7 · shares: Gift of shares to Charlotte Montressor Willis. Read SEC document |
| November 13, 2023 Filed Nov 14, 2023 23:36 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GiftCommon Stock | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-23-001451 · 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: 956,222 F6 · shares: Gift of shares to Phoebe W. Brown 2019 Trust, Austin Willis Trustee. Read SEC document |
| November 13, 2023 Filed Nov 14, 2023 23:36 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GiftCommon Stock | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-23-001451 · 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: 959,722 F5 · shares: Gift of shares to Justin Y. Brown 2019 Trust, Austin Willis Trustee. Read SEC document |
| November 13, 2023 Filed Nov 14, 2023 23:36 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GiftCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-23-001451 · 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: 963,222 F4 · shares: Gift of shares to Charles F. Willis V 2019 Trust, Austin Willis Trustee. Read SEC document |
| November 10, 2023 Filed Nov 14, 2023 23:36 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | Tax withholdingCommon Stock | 3,895 | $43.59 | $169,783.05 |
DisclosureSEC source: 0000905148-23-001451 · 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: 971,222 F3 · shares: Return to issuer of previously restricted shares to satisfy withholding tax liability. Read SEC document |
| November 09, 2023 Filed Nov 14, 2023 23:36 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 210 | $43.79 | $9,195.02 |
DisclosureSEC source: 0000905148-23-001451 · 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: 975,117 F2 · price: This transaction was executed in multiple trades at prices ranging from $43.76 to $43.82, 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 09, 2023 Filed Nov 14, 2023 23:36 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 2,790 | $42.94 | $119,813.20 |
DisclosureSEC source: 0000905148-23-001451 · 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: 975,327 F1 · price: This transaction was executed in multiple trades at prices ranging from $42.61 to $43.55, 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 (1) of this Form 4. Read SEC document |
| August 23, 2023 Filed Aug 25, 2023 20:25 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 2,726 | $43.57 | $118,759.28 |
DisclosureSEC source: 0000905148-23-000794 · 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: 978,117 F1 · kind: These shares of the Issuer's Common Stock were sold to cover tax obligations. F2 · price: This transaction was executed in multiple trades at prices ranging from $43.50 to $43.90, 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 07, 2023 Filed Jun 10, 2023 01:30 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 3,276 | $42.31 | $138,616.08 |
DisclosureSEC source: 0001140361-23-029189 · 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: 980,843 F2 · price: This transaction was executed in multiple trades at prices ranging from $42.00 to $42.90, 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 07, 2023 Filed Jun 10, 2023 01:30 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 1,724 | $41.38 | $71,346.71 |
DisclosureSEC source: 0001140361-23-029189 · 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: 984,119 F1 · price: This transaction was executed in multiple trades at prices ranging from $41.00 to $41.75, 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 30, 2023 Filed May 31, 2023 21:38 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 33 | $39.09 | $1,289.95 |
DisclosureSEC source: 0001140361-23-027565 · 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: 985,843 F5 · price: This transaction was executed in multiple trades at prices ranging from $39.05 to $39.10, 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 30, 2023 Filed May 31, 2023 21:38 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 2,867 | $38.55 | $110,509.38 |
DisclosureSEC source: 0001140361-23-027565 · 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: 985,876 F4 · price: This transaction was executed in multiple trades at prices ranging from $38.02 to $39.00, 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 (4) of this Form 4. Read SEC document |
| May 30, 2023 Filed May 31, 2023 21:38 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 2,100 | $37.44 | $78,622.53 |
DisclosureSEC source: 0001140361-23-027565 · 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: 988,743 F3 · price: This transaction was executed in multiple trades at prices ranging from $37.01 to $37.97, 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 |
| May 26, 2023 Filed May 31, 2023 21:38 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 417 | $39.88 | $16,629.25 |
DisclosureSEC source: 0001140361-23-027565 · 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: 9,498 F2 · price: This transaction was executed in multiple trades at prices ranging from $39.695 to $40.51, 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 (2) of this Form 4. F6 · ownership.nature: Charlotte Montressor Willis. Read SEC document |
| May 26, 2023 Filed May 31, 2023 21:38 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | SaleCommon Stock | 783 | $39.34 | $30,806.59 |
DisclosureSEC source: 0001140361-23-027565 · 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: 9,915 F1 · price: This transaction was executed in multiple trades at prices ranging from $38.61 to $39.60, 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 (1) of this Form 4. F6 · ownership.nature: Charlotte Montressor Willis. Read SEC document |
| April 03, 2023 Filed Apr 4, 2023 23:35 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | Tax withholdingCommon Stock | 37,433 | $56.40 | $2,111,221.20 |
DisclosureSEC source: 0001104659-23-041706 · tm2311719-1_4seq1.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: 990,843 F3 · shares: Return to issuer of previously restricted shares to satisfy withholding tax liability. Read SEC document |
| April 03, 2023 Filed Apr 4, 2023 23:35 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 60,000 | $56.40 | $3,384,000.00 |
DisclosureSEC source: 0001104659-23-041706 · tm2311719-1_4seq1.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: 1,028,276 F2 · shares: Performance Stock Grant vesting over one year. Read SEC document |
| April 03, 2023 Filed Apr 4, 2023 23:35 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 40,000 | $56.40 | $2,256,000.00 |
DisclosureSEC source: 0001104659-23-041706 · tm2311719-1_4seq1.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: 968,276 F1 · shares: Restrictive Stock Grant vesting over three years. Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 16:51 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | Tax withholdingCommon Stock | 3,896 | $40.68 | $158,489.28 |
DisclosureSEC source: 0001104659-22-118182 · tm2230438-1_4seq1.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 928,276 F1 · shares: Return to issuer of previously restricted shares to satisfy withholding tax liability. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 00:52 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GiftCommon Stock | 1,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-076418 · tm2220228-1_4seq1.xml · nonDerivative · entry 8 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 10,698 F1 · shares: Gift of shares to Charlotte Montressor Willis. F7 · ownership.nature: Charlotte Montressor Willis. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 00:52 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GiftCommon Stock | 2,647 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-076418 · tm2220228-1_4seq1.xml · nonDerivative · entry 6 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 932,172 F6 · shares: Gift of shares to Charlie F. Willis V 2019 Trust, Austin Willis Trustee. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 00:52 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GiftCommon Stock | 1,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-076418 · tm2220228-1_4seq1.xml · nonDerivative · entry 5 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 934,819 F5 · shares: Gift of shares to Rooster A. Willis 2019 Trust, Austin Willis Trustee. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 00:52 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GiftCommon Stock | 1,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-076418 · tm2220228-1_4seq1.xml · nonDerivative · entry 4 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 936,143 F4 · shares: Gift of shares to Wilder Grace Willis 2019 Trust, Austin Willis Trustee. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 00:52 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GiftCommon Stock | 1,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-076418 · tm2220228-1_4seq1.xml · nonDerivative · entry 3 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 937,467 F3 · shares: Gift of shares to Justin Y Brown 2019 Trust, Austin Willis Trustee. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 00:52 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GiftCommon Stock | 1,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-076418 · tm2220228-1_4seq1.xml · nonDerivative · entry 2 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 938,791 F2 · shares: Gift of shares to Phoebe W. Brown 2019 Trust, Austin Willis Trustee. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 00:52 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GiftCommon Stock | 1,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-076418 · tm2220228-1_4seq1.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 940,115 F1 · shares: Gift of shares to Charlotte Montressor Willis. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 18:08 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | Tax withholdingCommon Stock | 43,699 | $32.36 | $1,414,099.64 |
DisclosureSEC source: 0001104659-22-042675 · tm2211735-1_4seq1.xml · nonDerivative · entry 3 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 942,101 F3 · shares: Return to issuer of previously restricted shares to satisfy withholding tax liability. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 18:08 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 60,800 | $32.36 | $1,967,488.00 |
DisclosureSEC source: 0001104659-22-042675 · tm2211735-1_4seq1.xml · nonDerivative · entry 2 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 985,800 F2 · shares: Restrictive Stock Grant vesting over three years. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 18:08 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GrantCommon Stock | 91,200 | $32.36 | $2,951,232.00 |
DisclosureSEC source: 0001104659-22-042675 · tm2211735-1_4seq1.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 925,000 F1 · shares: Performance Stock Grant vesting over one year. Read SEC document |
| December 03, 2021 Filed Dec 6, 2021 17:25 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | Disposition to issuerCommon Stock | 60,000 | $35.43 | $2,125,800.00 |
DisclosureSEC source: 0001104659-21-146652 · tm2134668-1_4seq1.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 833,800 F1 · shares: Shares repurchased by Willis Lease Finance Corporation (the "Company") under the Company's stock repurchase program. F2 · price: The price reported above reflects the agreed upon discounted volume weighted average price on December 2, 2021. Read SEC document |
| November 22, 2021 Filed Nov 22, 2021 20:57 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GiftCommon Stock | 1,894 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-142456 · tm2132793d4_4seq1.xml · nonDerivative · entry 8 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 8,712 F1 · shares: Gift of shares to Charlotte Montressor Willis. F7 · ownership.nature: Charlotte Montressor Willis. Read SEC document |
| November 22, 2021 Filed Nov 22, 2021 20:57 UTC | WILLIS LEASE FINANCE CORP WLFC · Entity 399 | GiftCommon Stock | 2,525 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-142456 · tm2132793d4_4seq1.xml · nonDerivative · entry 6 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 893,800 F6 · shares: Gift of shares to Charlie F. Willis V 2019 Trust, Austin Willis Trustee. 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.