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, 2017 Filed Nov 9, 2017 23:52 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 1,200 | $24.75 | $29,699.04 |
DisclosureSEC source: 0001033309-17-000014 · primary_doc.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 654,273 F1 · shares: Shares sold pursuant to a 10b5-1 transaction F2 · price: This transaction was executed in multiple trades at prices ranging from $24.61 to $25.10. 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 and prices at which the transaction was effected Read SEC document |
| November 07, 2017 Filed Nov 7, 2017 22:16 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 1,100 | $24.72 | $27,195.96 |
DisclosureSEC source: 0001033309-17-000013 · primary_doc.xml · nonDerivative · entry 2 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 655,473 F1 · shares: Shares sold pursuant to a 10b5-1 transaction F3 · price: This transaction was executed in multiple trades at prices ranging from $24.70 to $24.79. 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 and prices at which the transaction was effected Read SEC document |
| November 03, 2017 Filed Nov 7, 2017 22:16 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 300 | $24.75 | $7,423.50 |
DisclosureSEC source: 0001033309-17-000013 · primary_doc.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 656,573 F1 · shares: Shares sold pursuant to a 10b5-1 transaction F2 · price: This transaction was executed in multiple trades at prices ranging from $24.67 to $24.845. 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 and prices at which the transaction was effected Read SEC document |
| November 02, 2017 Filed Nov 2, 2017 20:39 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 500 | $24.81 | $12,405.00 |
DisclosureSEC source: 0001033309-17-000012 · primary_doc.xml · nonDerivative · entry 3 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 656,873 F1 · shares: Shares sold pursuant to a 10b5-1 transaction F4 · price: This transaction was executed in multiple trades at prices ranging from $24.76 to $24.83. 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 and prices at which the transaction was effected Read SEC document |
| November 01, 2017 Filed Nov 2, 2017 20:39 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 700 | $24.73 | $17,313.87 |
DisclosureSEC source: 0001033309-17-000012 · primary_doc.xml · nonDerivative · entry 2 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 657,373 F1 · shares: Shares sold pursuant to a 10b5-1 transaction F3 · price: This transaction was executed in multiple trades at prices ranging from $24.62 to $24.80. 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 and prices at which the transaction was effected Read SEC document |
| October 31, 2017 Filed Nov 2, 2017 20:39 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 900 | $25.10 | $22,585.50 |
DisclosureSEC source: 0001033309-17-000012 · primary_doc.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 658,073 F1 · shares: Shares sold pursuant to a 10b5-1 transaction F2 · price: This transaction was executed in multiple trades at prices ranging from $25.02 to $25.265. 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 and prices at which the transaction was effected Read SEC document |
| October 30, 2017 Filed Oct 30, 2017 22:09 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 300 | $25.03 | $7,508.01 |
DisclosureSEC source: 0001033309-17-000011 · primary_doc.xml · nonDerivative · entry 2 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 658,973 F1 · shares: Shares sold pursuant to a 10b5-1 transaction F3 · price: This transaction was executed in multiple trades at prices ranging from $25.02 to $25.03. 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 and prices at which the transaction was effected Read SEC document |
| October 27, 2017 Filed Oct 30, 2017 22:09 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 1,492 | $25.09 | $37,440.70 |
DisclosureSEC source: 0001033309-17-000011 · primary_doc.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 659,273 F1 · shares: Shares sold pursuant to a 10b5-1 transaction F2 · price: This transaction was executed in multiple trades at prices ranging from $24.87 to $25.52. 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 and prices at which the transaction was effected Read SEC document |
| October 26, 2017 Filed Oct 26, 2017 22:34 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 120 | $24.80 | $2,975.70 |
DisclosureSEC source: 0001033309-17-000010 · primary_doc.xml · nonDerivative · entry 2 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 660,765 F1 · shares: Shares sold pursuant to a 10b5-1 transaction F3 · price: This transaction was executed in multiple trades at prices ranging from $24.77 to $24.92. 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 and prices at which the transaction was effected Read SEC document |
| October 25, 2017 Filed Oct 26, 2017 22:34 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 600 | $24.73 | $14,840.10 |
DisclosureSEC source: 0001033309-17-000010 · primary_doc.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 660,885 F1 · shares: Shares sold pursuant to a 10b5-1 transaction F2 · price: This transaction was executed in multiple trades at prices ranging from $24.57 to $24.86. 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 and prices at which the transaction was effected Read SEC document |
| October 24, 2017 Filed Oct 24, 2017 22:13 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 200 | $24.84 | $4,967.70 |
DisclosureSEC source: 0001033309-17-000009 · primary_doc.xml · nonDerivative · entry 3 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 661,485 F1 · shares: Shares sold pursuant to a 10b5-1 transaction F4 · price: This transaction was executed in multiple trades at prices ranging from $24.78 to $24.96. 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 and prices at which the transaction was effected Read SEC document |
| October 23, 2017 Filed Oct 24, 2017 22:13 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 200 | $25.18 | $5,035.50 |
DisclosureSEC source: 0001033309-17-000009 · primary_doc.xml · nonDerivative · entry 2 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 661,685 F1 · shares: Shares sold pursuant to a 10b5-1 transaction F3 · price: This transaction was executed in multiple trades at prices ranging from $25.08 to $25.275. 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 and prices at which the transaction was effected Read SEC document |
| October 20, 2017 Filed Oct 24, 2017 22:13 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 300 | $25.08 | $7,524.99 |
DisclosureSEC source: 0001033309-17-000009 · primary_doc.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 661,885 F1 · shares: Shares sold pursuant to a 10b5-1 transaction F2 · price: This transaction was executed in multiple trades at prices ranging from $25.08 to $25.09. 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 and prices at which the transaction was effected Read SEC document |
| October 19, 2017 Filed Oct 19, 2017 22:27 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 600 | $24.70 | $14,821.02 |
DisclosureSEC source: 0001033309-17-000008 · primary_doc.xml · nonDerivative · entry 3 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 662,185 F1 · shares: Shares sold pursuant to a 10b5-1 transaction F4 · price: This transaction was executed in multiple trades at prices ranging from $24.52 to $24.92. 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 and prices at which the transaction was effected Read SEC document |
| October 18, 2017 Filed Oct 19, 2017 22:27 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 300 | $24.73 | $7,418.01 |
DisclosureSEC source: 0001033309-17-000008 · primary_doc.xml · nonDerivative · entry 2 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 662,785 F1 · shares: Shares sold pursuant to a 10b5-1 transaction F3 · price: This transaction was executed in multiple trades at prices ranging from $24.64 to $24.90. 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 and prices at which the transaction was effected Read SEC document |
| October 17, 2017 Filed Oct 19, 2017 22:27 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 300 | $24.73 | $7,417.50 |
DisclosureSEC source: 0001033309-17-000008 · primary_doc.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 663,085 F1 · shares: Shares sold pursuant to a 10b5-1 transaction F2 · price: This transaction was executed in multiple trades at prices ranging from $24.72 to $24.73. 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 and prices at which the transaction was effected Read SEC document |
| October 16, 2017 Filed Oct 16, 2017 21:49 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 600 | $24.74 | $14,845.02 |
DisclosureSEC source: 0001033309-17-000007 · primary_doc.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 663,385 F1 · shares: Shares sold pursuant to a 10b5-1 transaction F2 · price: This transaction was executed in multiple trades at prices ranging from $24.66 to $24.82. 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 and prices at which the transaction was effected Read SEC document |
| October 13, 2017 Filed Oct 13, 2017 22:16 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 100 | $24.70 | $2,470.00 |
DisclosureSEC source: 0001033309-17-000006 · primary_doc.xml · nonDerivative · entry 3 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 663,985 F1 · shares: Shares sold pursuant to a 10b5-1 transaction Read SEC document |
| October 12, 2017 Filed Oct 13, 2017 22:16 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 600 | $24.78 | $14,865.48 |
DisclosureSEC source: 0001033309-17-000006 · primary_doc.xml · nonDerivative · entry 2 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 664,085 F1 · shares: Shares sold pursuant to a 10b5-1 transaction F3 · price: This transaction was executed in multiple trades at prices ranging from $24.76 to $24.845. 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 and prices at which the transaction was effected Read SEC document |
| October 11, 2017 Filed Oct 13, 2017 22:16 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 300 | $25.03 | $7,509.51 |
DisclosureSEC source: 0001033309-17-000006 · primary_doc.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 664,685 F1 · shares: Shares sold pursuant to a 10b5-1 transaction F2 · price: This transaction was executed in multiple trades at prices ranging from $24.90 to $25.26. 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 and prices at which the transaction was effected Read SEC document |
| October 10, 2017 Filed Oct 10, 2017 22:09 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 400 | $25.16 | $10,062.00 |
DisclosureSEC source: 0001033309-17-000005 · primary_doc.xml · nonDerivative · entry 3 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 664,985 F1 · shares: Shares sold pursuant to a 10b5-1 transaction F4 · price: This transaction was executed in multiple trades at prices ranging from $25.01 to $25.24. 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 and prices at which the transaction was effected Read SEC document |
| October 09, 2017 Filed Oct 10, 2017 22:09 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 200 | $25.08 | $5,016.00 |
DisclosureSEC source: 0001033309-17-000005 · primary_doc.xml · nonDerivative · entry 2 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 665,385 F1 · shares: Shares sold pursuant to a 10b5-1 transaction F3 · price: This transaction was executed in multiple trades at prices ranging from $24.96 to $25.20. 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 and prices at which the transaction was effected Read SEC document |
| October 06, 2017 Filed Oct 10, 2017 22:09 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 851 | $25.30 | $21,532.00 |
DisclosureSEC source: 0001033309-17-000005 · primary_doc.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 665,585 F1 · shares: Shares sold pursuant to a 10b5-1 transaction F2 · price: This transaction was executed in multiple trades at prices ranging from $25.00 to $25.42. 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 and prices at which the transaction was effected Read SEC document |
| October 05, 2017 Filed Oct 5, 2017 22:04 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 701 | $25.10 | $17,594.12 |
DisclosureSEC source: 0001033309-17-000004 · primary_doc.xml · nonDerivative · entry 3 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 666,436 F1 · shares: Shares sold pursuant to a 10b5-1 transaction F4 · price: This transaction was executed in multiple trades at prices ranging from $25.03 to $25.17. 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 and prices at which the transaction was effected Read SEC document |
| October 04, 2017 Filed Oct 5, 2017 22:04 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 600 | $24.98 | $14,986.98 |
DisclosureSEC source: 0001033309-17-000004 · primary_doc.xml · nonDerivative · entry 2 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 667,137 F1 · shares: Shares sold pursuant to a 10b5-1 transaction F3 · price: This transaction was executed in multiple trades at prices ranging from $24.79 to $25.20. 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 and prices at which the transaction was effected Read SEC document |
| October 03, 2017 Filed Oct 5, 2017 22:04 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 400 | $24.88 | $9,950.28 |
DisclosureSEC source: 0001033309-17-000004 · primary_doc.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 667,737 F1 · shares: Shares sold pursuant to a 10b5-1 transaction F2 · price: This transaction was executed in multiple trades at prices ranging from $24.61 to $25.27. 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 and prices at which the transaction was effected Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 18:09 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 800 | $24.61 | $19,684.00 |
DisclosureSEC source: 0001453104-17-000008 · primary_doc.xml · nonDerivative · entry 2 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 668,137 F2 · shares: Shares sold pursuant to a 10b5-1 transaction F3 · price: This transaction was executed in multiple trades at prices ranging from $24.56 to $24.71. 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 and prices at which the transaction was effected Read SEC document |
| October 01, 2017 Filed Oct 3, 2017 18:09 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | Tax withholdingCommon Stock | 6,837 | $24.59 | $168,121.83 |
DisclosureSEC source: 0001453104-17-000008 · primary_doc.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 668,937 F1 · shares: Return to Issuer of previously restricted shares to satisfy withholding tax liability. Read SEC document |
| September 29, 2017 Filed Sep 29, 2017 21:41 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 500 | $24.70 | $12,351.00 |
DisclosureSEC source: 0001033309-17-000003 · primary_doc.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 675,774 F1 · shares: Shares sold pursuant to a 10b5-1 transaction. F2 · price: This transaction was executed in multiple trades at prices ranging from $24.54 to $24.78. 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 and prices at which the transaction was effected Read SEC document |
| September 28, 2017 Filed Sep 28, 2017 21:09 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 700 | $24.35 | $17,042.97 |
DisclosureSEC source: 0001033309-17-000002 · primary_doc.xml · nonDerivative · entry 2 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 676,274 F1 · shares: Shares sold pursuant to a 10b5-1 transaction. F3 · price: This transaction was executed in multiple trades at prices ranging from $24.28 to $24.39. 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 and prices at which the transaction was effected Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 21:09 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 907 | $24.24 | $21,982.32 |
DisclosureSEC source: 0001033309-17-000002 · primary_doc.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 676,974 F1 · shares: Shares sold pursuant to a 10b5-1 transaction. F2 · price: This transaction was executed in multiple trades at prices ranging from $24.11 to $24.40. 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 and prices at which the transaction was effected Read SEC document |
| July 01, 2017 Filed Jul 3, 2017 22:15 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | Tax withholdingCommon Stock | 11,395 | $26.73 | $304,588.35 |
DisclosureSEC source: 0001033309-17-000001 · primary_doc.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 677,881 F1 · shares: Return to Issuer of previously restricted shares to satisfy withholding tax liability. Read SEC document |
| April 09, 2017 Filed Apr 10, 2017 18:57 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | Tax withholdingCommon Stock | 4,444 | $22.12 | $98,301.28 |
DisclosureSEC source: 0001573998-17-000003 · primary_doc.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 689,276 F1 · shares: Return to Issuer of previously restricted shares to satisfy withholding tax liability. Read SEC document |
| March 17, 2017 Filed Mar 20, 2017 19:06 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | GrantCommon Stock | 98,000 | $25.30 | $2,479,400.00 |
DisclosureSEC source: 0001669572-17-000005 · primary_doc.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 693,720 F1 · shares: Restricted Stock Grant vesting in 3 years. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 18:23 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | Tax withholdingCommon Stock | 6,837 | $26.33 | $180,018.21 |
DisclosureSEC source: 0001453104-17-000004 · primary_doc.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 595,720 F1 · shares: Return to Issuer of previously restricted shares to satisfy withholding tax liability. Read SEC document |
| December 29, 2016 Filed Jan 3, 2017 21:40 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | GiftCommon Stock | 2,046 | $0.00 | $0.00 |
DisclosureSEC source: 0001453104-17-000002 · primary_doc.xml · nonDerivative · entry 2 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 602,557 F2 · shares: Gift of shares to Austin C. Willis, as Trustee of The Charles F. Willis, V 2016 Trust dated as of August 25, 2016 (the "CWV Trust). Mr. Willis does not retain any investment, voting, or disposing control over the shares transferred to the CWV Trust. Read SEC document |
| December 29, 2016 Filed Jan 3, 2017 21:40 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | GiftCommon Stock | 33,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001453104-17-000002 · primary_doc.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 604,603 F1 · shares: Gift of shares to Elizabeth Leatherman, as Trustee of The Charles F. Willis, IV 2016 Descendants' Trust dated as of November 29, 2016 (the "Descendants' Trust"). Mr. Willis does not retain any investment, voting or disposing control over the shares transferred to the Descendants' Trust. Read SEC document |
| December 08, 2016 Filed Dec 8, 2016 23:49 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | SaleCommon Stock | 40,000 | $25.46 | $1,018,400.00 |
DisclosureSEC source: 0001233351-16-000047 · primary_doc.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 637,903 F1 · shares: Shares sold back to Company and cancelled under the Company's Repurchase Program, as approved by an independent committee of the Board of Directors. Read SEC document |
| November 28, 2016 Filed Nov 28, 2016 23:55 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | Tax withholdingCommon Stock | 4,102 | $26.92 | $110,425.84 |
DisclosureSEC source: 0001033309-16-000010 · primary_doc.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 677,903 F1 · shares: Return to Issuer of previously restricted shares to satisfy withholding tax liability. Read SEC document |
| October 01, 2016 Filed Oct 3, 2016 20:21 UTC | WILLIS LEASE FINANCE CORP wlfc · Entity 399 | Tax withholdingCommon Stock | 6,837 | $23.77 | $162,515.49 |
DisclosureSEC source: 0001573998-16-000009 · primary_doc.xml · nonDerivative · entry 1 WILLIS CHARLES F IV · CIK 0001033309 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 682,005 F1 · shares: Return to Issuer of previously restricted shares to satisfy withholding tax liability. 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.