Filing Details

Accession Number:
0000905148-24-003360
Form Type:
4
Zero Holdings:
No
Publication Time:
2024-12-10 16:19:19
Reporting Period:
2024-12-06
Accepted Time:
2024-12-10 16:19:19
SEC Url:
Form 4 Filing
Issuer
Cik Name Symbol Sector (SIC) IRS No
1018164 Willis Lease Finance Corp WLFC Wholesale-Machinery, Equipment & Supplies (5080) 680070656
Insiders
Cik Name Reported Address Insider Title Director Officer Large Shareholder Other
1453104 Chandler Austin Willis 4700 Lyons Technology Parkway
Coconut Creek FL 33073
Chief Executive Officer No No No No
Reported Non-Derivative Transactions
Sec. Name Acquisiton - Disposition Date Amount Price Remaning Holdings Equity Swap Involved Form Type Code Nature of Ownership Explanation
Common Stock Acquisiton 2024-05-23 5,000 $0.00 20,922 No 5 G Indirect Brother
Common Stock Disposition 2024-12-06 750 $196.71 163,482 No 4 S Direct
Common Stock Disposition 2024-12-06 600 $197.75 162,882 No 4 S Direct
Common Stock Disposition 2024-12-06 500 $200.47 162,382 No 4 S Direct
Common Stock Disposition 2024-12-06 800 $202.21 161,582 No 4 S Direct
Common Stock Disposition 2024-12-06 500 $203.06 161,082 No 4 S Direct
Common Stock Disposition 2024-12-06 300 $204.64 160,782 No 4 S Direct
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 5 G Indirect Brother
No 4 S Direct
No 4 S Direct
No 4 S Direct
No 4 S Direct
No 4 S Direct
No 4 S Direct
Reported Non-Derivative Holdings
Sec. Name Remaning Holdings Nature of Ownership Explanation
Common Stock 5,337 Indirect Son
Common Stock 2,654 Indirect Austin C. Willis 2019 Irrevocable Trust
Common Stock 8,692 Indirect CFW V 2016 Trust
Common Stock 232,715 Indirect 2019 Willis Family Trust
Common Stock 405,488 Indirect CFW Partners
Common Stock 5,337 Indirect Daughter
Footnotes
  1. Gift of shares from Charles F. Willis IV.
  2. Charles F. Willis V 2019 Trust, Austin Willis Trustee.
  3. The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 5, 2024.
  4. This transaction was executed in multiple trades at prices ranging from $196.13 to $197.04, 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.
  5. This transaction was executed in multiple trades at prices ranging from $197.16 to $198.09, 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.
  6. This transaction was executed in multiple trades at prices ranging from $200.32 to $201.045, 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.
  7. This transaction was executed in multiple trades at prices ranging from $201.59 to $202.58, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (7) of this Form 4.
  8. This transaction was executed in multiple trades at prices ranging from $202.88 to $203.57, 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.
  9. Rooster A. Willis 2019 Trust, Austin Willis Trustee.
  10. Austin C. Willis 2019 Irrevocable Trust, Mary Willis Trustee.
  11. Charles F. Willis V 2016 Trust, Austin Willis Trustee.
  12. 2019 Willis Family Trust, Austin Willis Trustee.
  13. Includes 213,415 shares having shared voting power of CFW Partners with Charles F. Willis IV.
  14. Shared voting power of CFW Partners with Charles F. Willis IV.
  15. Wilder Grace Willis 2019 Trust, Austin Willis Trustee.