Filing Details
- Accession Number:
- 0000905148-25-001084
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2025-04-03 18:40:11
- Reporting Period:
- 2025-04-01
- Filing Date:
- 2025-04-03
- Accepted Time:
- 2025-04-03 18:40:11
- 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 | 2025-03-28 | 5,000 | $0.00 | 25,922 | No | 5 | G | Indirect | Brother |
| Common Stock | Acquisiton | 2025-04-01 | 23,200 | $157.41 | 181,234 | No | 4 | A | Direct | |
| Common Stock | Acquisiton | 2025-04-01 | 43,500 | $157.41 | 224,734 | No | 4 | A | Direct | |
| Common Stock | Disposition | 2025-04-01 | 14,640 | $157.41 | 210,094 | No | 4 | F | Direct | |
| Common Stock | Disposition | 2025-04-02 | 554 | $152.75 | 209,540 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2025-04-02 | 264 | $154.00 | 209,276 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2025-04-02 | 200 | $155.38 | 209,076 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2025-04-02 | 200 | $156.75 | 208,876 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2025-04-02 | 300 | $158.00 | 208,576 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2025-04-02 | 481 | $159.53 | 208,095 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2025-04-02 | 1,451 | $160.32 | 206,644 | No | 4 | S | Direct |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 5 | G | Indirect | Brother |
| No | 4 | A | Direct | |
| No | 4 | A | Direct | |
| No | 4 | F | Direct | |
| No | 4 | S | Direct | |
| 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 | 5,422 | Indirect | Son |
| Common Stock | 5,422 | Indirect | Daughter |
| 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 |
Footnotes
- Gift of shares from Charles F. Willis IV.
- Charles F. Willis V 2019 Trust, Austin Willis Trustee.
- Restrictive Stock Grant vesting over three years.
- Performance Stock Grant vesting over two years.
- Return to issuer of previously restricted shares to satisfy withholding tax liability.
- 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.
- This transaction was executed in multiple trades at prices ranging from $152.47 to $153.32, 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 (7) of this Form 4.
- This transaction was executed in multiple trades at prices ranging from $156.50 to $157.00, 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 (8) of this Form 4.
- This transaction was executed in multiple trades at prices ranging from $159.00 to $159.89, 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.
- This transaction was executed in multiple trades at prices ranging from $160.00 to $160.79, 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.
- Rooster A. Willis 2019 Trust, Austin Willis Trustee.
- Wilder Grace Willis 2019 Trust, Austin Willis Trustee.
- Austin C. Willis 2019 Irrevocable Trust, Mary Willis Trustee.
- Charles F. Willis V 2016 Trust, Austin Willis Trustee.
- 2019 Willis Family Trust, Austin Willis Trustee.
- Includes 213,415 shares having shared voting power of CFW Partners with Charles F. Willis IV.
- Shared voting power of CFW Partners with Charles F. Willis IV.
Billionaire Hedge Funds
