WILLIS CHARLES F IV 4
4 · WILLIS LEASE FINANCE CORP · Filed Mar 27, 2026
Research Summary
AI-generated summary of this filing
Willis Lease Finance (WLFC) 10% Owner Willis Charles F IV Sells Shares
What Happened
Willis Charles F IV, reported as a 10% owner of Willis Lease Finance Corp. (WLFC), sold a total of 15,997 shares in open-market/private sales between March 25–27, 2026 for aggregate proceeds of approximately $2,743,090. Sales by date: Mar 25 — 2,000 shares for $353,489; Mar 26 — 4,270 shares for $735,152; Mar 27 — 9,727 shares for $1,654,449. Individual reported prices ranged roughly from $168.02 to $177.57, with several transactions reported as weighted-average prices reflecting multiple trades.
Key Details
- Transaction dates: March 25–27, 2026; Form 4 filed 2026-03-27.
- Total shares sold: 15,997; total proceeds: ~$2,743,090.
- Reported sale prices: examples include $175.92, $177.57, $171.35, $172.32, $173.50, $175.18, $168.02, $168.99, $170.26, $170.90; many entries use weighted-average prices because each was executed in multiple trades (see footnotes F1–F8).
- Footnotes: F1–F8 note multi-trade price ranges and that the reported price is a weighted average; F10 references the Wilder Grace Willis 2016 Trust; F9 references Charlotte Montressor Willis.
- Shares owned after transaction: not stated in the provided excerpt.
- Filing timeliness: Form filed March 27, 2026 (covers trades March 25–27); no late-filing flag shown in the excerpt.
Context
This is a sale by a 10% owner (not necessarily an executive), executed over multiple trades/days. Sales are commonly routine (liquidity, tax planning, trust distributions, etc.) and do not by themselves indicate company fundamentals. Purchases generally carry more direct signaling than sales; this filing simply documents the disposition and the amounts involved.
Insider Transaction Report
Form 4
WILLIS CHARLES F IV
DirectorExecutive Chairman10% Owner
Transactions
- Sale
Common Stock
[F1]2026-03-25$175.92/sh−1,000$175,922→ 948,231 total - Sale
Common Stock
[F2]2026-03-25$177.57/sh−1,000$177,567→ 947,231 total - Sale
Common Stock
[F3]2026-03-26$171.35/sh−3,170$543,195→ 944,061 total - Sale
Common Stock
[F4]2026-03-26$172.32/sh−200$34,463→ 943,861 total - Sale
Common Stock
2026-03-26$173.50/sh−100$17,350→ 943,761 total - Sale
Common Stock
2026-03-26$175.18/sh−800$140,144→ 942,961 total - Sale
Common Stock
[F5]2026-03-27$168.02/sh−478$80,315→ 942,483 total - Sale
Common Stock
[F6]2026-03-27$168.99/sh−1,531$258,729→ 940,952 total - Sale
Common Stock
[F7]2026-03-27$170.26/sh−5,652$962,319→ 935,300 total - Sale
Common Stock
[F8]2026-03-27$170.90/sh−2,066$353,086→ 933,234 total
Holdings
- 13,798(indirect: By Spouse)
Common Stock
[F9] - 2,134,148(indirect: CFW Partners)
Common Stock
- 584(indirect: Granddaughter)
Common Stock
[F10]
Footnotes (10)
- [F1]This transaction was executed in multiple trades at prices ranging from $175.84 to $176.165, 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.
- [F10]Wilder Grace Willis 2016 Trust.
- [F2]This transaction was executed in multiple trades at prices ranging from $177.45 to $177.77, 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.
- [F3]This transaction was executed in multiple trades at prices ranging from $170.86 to $171.85, 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.
- [F4]This transaction was executed in multiple trades at prices ranging from $172.30 to $172.42, 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.
- [F5]This transaction was executed in multiple trades at prices ranging from $167.57 to $168.47, 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.
- [F6]This transaction was executed in multiple trades at prices ranging from $168.60 to $169.59, 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 (6) of this Form 4.
- [F7]This transaction was executed in multiple trades at prices ranging from $169.64 to $170.63, 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 (7) of this Form 4.
- [F8]This transaction was executed in multiple trades at prices ranging from $170.645 to $171.50, 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.
- [F9]Charlotte Montressor Willis.
Signature
/s/ Charles F. Willis IV|2026-03-27