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[8-K] Air Lease Corporation Reports Material Event

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(Neutral)
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8-K
Rhea-AI Filing Summary

Form 4 filing – NewMarket Corporation (NEU)

On July 1, 2025, non-employee director Mark M. Gambill received an annual equity grant of 144 shares of NewMarket common stock under the company’s 2023 Incentive Compensation and Stock Plan. The transaction is coded “A” (acquisition) and carries a stated price of $0, indicating a routine, company-awarded stock grant rather than an open-market purchase.

Following this grant, Gambill’s direct beneficial ownership increased to 3,992 shares. The filing reports no derivative security activity and no dispositions. The director remains classified as an insider (director) for Section 16 purposes, and the form was filed individually, not jointly.

Because the grant size is modest relative to NewMarket’s average daily trading volume and market capitalization, the transaction is considered routine and immaterial to the company’s overall float and insider ownership profile. No implications for earnings, guidance, or strategic direction are disclosed.

Dichiarazione Modulo 4 – NewMarket Corporation (NEU)

Il 1° luglio 2025, il direttore non dipendente Mark M. Gambill ha ricevuto una concessione annuale di 144 azioni ordinarie di NewMarket nell'ambito del Piano di Incentivi e Azioni del 2023 della società. L'operazione è contrassegnata con il codice “A” (acquisizione) e ha un prezzo indicato di $0, segnalando un normale premio azionario assegnato dalla società anziché un acquisto sul mercato aperto.

A seguito di questa assegnazione, la posizione diretta di proprietà effettiva di Gambill è salita a 3.992 azioni. La dichiarazione non riporta attività su strumenti derivati né cessioni. Il direttore è ancora classificato come insider (direttore) ai fini della Sezione 16, e il modulo è stato presentato individualmente, non congiuntamente.

Poiché la dimensione della concessione è modesta rispetto al volume medio giornaliero di scambi e alla capitalizzazione di mercato di NewMarket, l'operazione è considerata ordinaria e di scarso rilievo rispetto al flottante complessivo e al profilo di proprietà degli insider della società. Non sono state comunicate implicazioni su utili, previsioni o direzione strategica.

Presentación del Formulario 4 – NewMarket Corporation (NEU)

El 1 de julio de 2025, el director externo Mark M. Gambill recibió una concesión anual de 144 acciones ordinarias de NewMarket bajo el Plan de Compensación e Incentivos en Acciones 2023 de la compañía. La transacción está codificada como “A” (adquisición) y tiene un precio declarado de $0, lo que indica una concesión de acciones rutinaria otorgada por la empresa en lugar de una compra en el mercado abierto.

Tras esta concesión, la propiedad directa beneficiaria de Gambill aumentó a 3,992 acciones. La presentación no reporta actividad en valores derivados ni disposiciones. El director sigue clasificado como insider (director) para efectos de la Sección 16, y el formulario se presentó de manera individual, no conjunta.

Dado que el tamaño de la concesión es modesto en relación con el volumen promedio diario de negociación y la capitalización de mercado de NewMarket, la transacción se considera rutinaria e insignificante para el flotante total y el perfil de propiedad de insiders de la compañía. No se divulgan implicaciones para ganancias, proyecciones o dirección estratégica.

서식 4 제출 – 뉴마켓 코퍼레이션 (NEU)

2025년 7월 1일, 비임원 이사인 Mark M. Gambill은 회사의 2023년 인센티브 보상 및 주식 계획에 따라 뉴마켓 보통주 144주에 대한 연간 주식 부여를 받았습니다. 이 거래는 “A”(취득)로 분류되며, 명시된 가격은 $0로, 이는 공개 시장에서의 매수가 아닌 회사에서 정기적으로 부여한 주식임을 나타냅니다.

이 부여 이후 Gambill의 직접 실질 소유권3,992주로 증가했습니다. 제출서류에는 파생증권 거래나 처분 내역이 보고되지 않았습니다. 이사는 섹션 16 목적상 내부자(이사)로 분류되며, 서식은 공동이 아닌 개별적으로 제출되었습니다.

부여 규모가 뉴마켓의 일평균 거래량 및 시가총액에 비해 적당하여, 이 거래는 회사의 전체 유통 주식 및 내부자 소유권 프로필에 대해 일상적이고 중요하지 않은 것으로 간주됩니다. 수익, 가이던스 또는 전략적 방향에 대한 영향은 공개되지 않았습니다.

Dépôt du formulaire 4 – NewMarket Corporation (NEU)

Le 1er juillet 2025, l'administrateur non salarié Mark M. Gambill a reçu une attribution annuelle de 144 actions ordinaires de NewMarket dans le cadre du Plan de rémunération incitative et d'actions 2023 de la société. La transaction est codée « A » (acquisition) et porte un prix indiqué de 0 $, ce qui indique une attribution d'actions de routine accordée par la société plutôt qu'un achat sur le marché libre.

Suite à cette attribution, la détention directe bénéficiaire de Gambill a augmenté à 3 992 actions. Le dépôt ne signale aucune activité sur titres dérivés ni aucune cession. L'administrateur reste classé comme initié (administrateur) aux fins de la section 16, et le formulaire a été déposé individuellement, non conjointement.

Étant donné que la taille de l'attribution est modeste par rapport au volume moyen quotidien des échanges et à la capitalisation boursière de NewMarket, la transaction est considérée comme routinière et sans importance pour le flottant global et le profil de détention des initiés de la société. Aucune incidence sur les bénéfices, les prévisions ou l'orientation stratégique n'est divulguée.

Formular 4 Einreichung – NewMarket Corporation (NEU)

Am 1. Juli 2025 erhielt der nicht geschäftsführende Direktor Mark M. Gambill eine jährliche Aktienzuteilung von 144 Aktien der NewMarket Stammaktien im Rahmen des Incentive Compensation and Stock Plans 2023 des Unternehmens. Die Transaktion ist mit „A“ (Erwerb) gekennzeichnet und hat einen angegebenen Preis von 0 $, was auf eine routinemäßige, vom Unternehmen gewährte Aktienzuteilung und keinen Kauf am offenen Markt hinweist.

Nach dieser Zuteilung erhöhte sich Gambills direkter wirtschaftlicher Eigentumsanteil auf 3.992 Aktien. Die Meldung weist keine Aktivitäten mit derivativen Wertpapieren oder Veräußerungen aus. Der Direktor bleibt für Zwecke von Abschnitt 16 als Insider (Direktor) klassifiziert, und das Formular wurde individuell, nicht gemeinsam eingereicht.

Da die Zuteilungsgröße im Vergleich zum durchschnittlichen täglichen Handelsvolumen und der Marktkapitalisierung von NewMarket gering ist, wird die Transaktion als routine und unerheblich für den Gesamtstreubesitz und das Insider-Eigentumsprofil des Unternehmens betrachtet. Es werden keine Auswirkungen auf Gewinne, Prognosen oder die strategische Ausrichtung angegeben.

Positive
  • None.
Negative
  • None.

Insights

TL;DR: Routine director stock grant; minimal governance or market impact.

The filing documents a standard annual equity award to a non-employee director, aligning board compensation with shareholder interests. With only 144 shares added, Gambill now owns 3,992 shares—insignificant versus NewMarket’s ~10 million share float. There is no change to board composition, voting power, or control dynamics. Governance best practices favor such equity-based compensation, so this transaction is neutral to marginally positive from an alignment perspective but not financially material.

TL;DR: Insignificant insider acquisition; unlikely to affect NEU valuation.

The $0-cost grant of 144 shares has no economic signal—it is compensation, not an opportunistic buy. Insider ownership percentage barely moves, and there is no informational content regarding future performance. Trading liquidity and earnings outlook remain unchanged. I classify the impact as neutral for investors.

Dichiarazione Modulo 4 – NewMarket Corporation (NEU)

Il 1° luglio 2025, il direttore non dipendente Mark M. Gambill ha ricevuto una concessione annuale di 144 azioni ordinarie di NewMarket nell'ambito del Piano di Incentivi e Azioni del 2023 della società. L'operazione è contrassegnata con il codice “A” (acquisizione) e ha un prezzo indicato di $0, segnalando un normale premio azionario assegnato dalla società anziché un acquisto sul mercato aperto.

A seguito di questa assegnazione, la posizione diretta di proprietà effettiva di Gambill è salita a 3.992 azioni. La dichiarazione non riporta attività su strumenti derivati né cessioni. Il direttore è ancora classificato come insider (direttore) ai fini della Sezione 16, e il modulo è stato presentato individualmente, non congiuntamente.

Poiché la dimensione della concessione è modesta rispetto al volume medio giornaliero di scambi e alla capitalizzazione di mercato di NewMarket, l'operazione è considerata ordinaria e di scarso rilievo rispetto al flottante complessivo e al profilo di proprietà degli insider della società. Non sono state comunicate implicazioni su utili, previsioni o direzione strategica.

Presentación del Formulario 4 – NewMarket Corporation (NEU)

El 1 de julio de 2025, el director externo Mark M. Gambill recibió una concesión anual de 144 acciones ordinarias de NewMarket bajo el Plan de Compensación e Incentivos en Acciones 2023 de la compañía. La transacción está codificada como “A” (adquisición) y tiene un precio declarado de $0, lo que indica una concesión de acciones rutinaria otorgada por la empresa en lugar de una compra en el mercado abierto.

Tras esta concesión, la propiedad directa beneficiaria de Gambill aumentó a 3,992 acciones. La presentación no reporta actividad en valores derivados ni disposiciones. El director sigue clasificado como insider (director) para efectos de la Sección 16, y el formulario se presentó de manera individual, no conjunta.

Dado que el tamaño de la concesión es modesto en relación con el volumen promedio diario de negociación y la capitalización de mercado de NewMarket, la transacción se considera rutinaria e insignificante para el flotante total y el perfil de propiedad de insiders de la compañía. No se divulgan implicaciones para ganancias, proyecciones o dirección estratégica.

서식 4 제출 – 뉴마켓 코퍼레이션 (NEU)

2025년 7월 1일, 비임원 이사인 Mark M. Gambill은 회사의 2023년 인센티브 보상 및 주식 계획에 따라 뉴마켓 보통주 144주에 대한 연간 주식 부여를 받았습니다. 이 거래는 “A”(취득)로 분류되며, 명시된 가격은 $0로, 이는 공개 시장에서의 매수가 아닌 회사에서 정기적으로 부여한 주식임을 나타냅니다.

이 부여 이후 Gambill의 직접 실질 소유권3,992주로 증가했습니다. 제출서류에는 파생증권 거래나 처분 내역이 보고되지 않았습니다. 이사는 섹션 16 목적상 내부자(이사)로 분류되며, 서식은 공동이 아닌 개별적으로 제출되었습니다.

부여 규모가 뉴마켓의 일평균 거래량 및 시가총액에 비해 적당하여, 이 거래는 회사의 전체 유통 주식 및 내부자 소유권 프로필에 대해 일상적이고 중요하지 않은 것으로 간주됩니다. 수익, 가이던스 또는 전략적 방향에 대한 영향은 공개되지 않았습니다.

Dépôt du formulaire 4 – NewMarket Corporation (NEU)

Le 1er juillet 2025, l'administrateur non salarié Mark M. Gambill a reçu une attribution annuelle de 144 actions ordinaires de NewMarket dans le cadre du Plan de rémunération incitative et d'actions 2023 de la société. La transaction est codée « A » (acquisition) et porte un prix indiqué de 0 $, ce qui indique une attribution d'actions de routine accordée par la société plutôt qu'un achat sur le marché libre.

Suite à cette attribution, la détention directe bénéficiaire de Gambill a augmenté à 3 992 actions. Le dépôt ne signale aucune activité sur titres dérivés ni aucune cession. L'administrateur reste classé comme initié (administrateur) aux fins de la section 16, et le formulaire a été déposé individuellement, non conjointement.

Étant donné que la taille de l'attribution est modeste par rapport au volume moyen quotidien des échanges et à la capitalisation boursière de NewMarket, la transaction est considérée comme routinière et sans importance pour le flottant global et le profil de détention des initiés de la société. Aucune incidence sur les bénéfices, les prévisions ou l'orientation stratégique n'est divulguée.

Formular 4 Einreichung – NewMarket Corporation (NEU)

Am 1. Juli 2025 erhielt der nicht geschäftsführende Direktor Mark M. Gambill eine jährliche Aktienzuteilung von 144 Aktien der NewMarket Stammaktien im Rahmen des Incentive Compensation and Stock Plans 2023 des Unternehmens. Die Transaktion ist mit „A“ (Erwerb) gekennzeichnet und hat einen angegebenen Preis von 0 $, was auf eine routinemäßige, vom Unternehmen gewährte Aktienzuteilung und keinen Kauf am offenen Markt hinweist.

Nach dieser Zuteilung erhöhte sich Gambills direkter wirtschaftlicher Eigentumsanteil auf 3.992 Aktien. Die Meldung weist keine Aktivitäten mit derivativen Wertpapieren oder Veräußerungen aus. Der Direktor bleibt für Zwecke von Abschnitt 16 als Insider (Direktor) klassifiziert, und das Formular wurde individuell, nicht gemeinsam eingereicht.

Da die Zuteilungsgröße im Vergleich zum durchschnittlichen täglichen Handelsvolumen und der Marktkapitalisierung von NewMarket gering ist, wird die Transaktion als routine und unerheblich für den Gesamtstreubesitz und das Insider-Eigentumsprofil des Unternehmens betrachtet. Es werden keine Auswirkungen auf Gewinne, Prognosen oder die strategische Ausrichtung angegeben.

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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

FORM 8-K
CURRENT REPORT
PURSUANT TO SECTION 13 OR 15(d) OF
THE SECURITIES EXCHANGE ACT OF 1934
July 1, 2025
Date of Report
(Date of earliest event reported)
AIR LEASE CORPORATION
(Exact name of registrant as specified in its charter)
Delaware
001-35121
27-1840403
(State or other jurisdiction of
incorporation)
(Commission File Number)
 (I.R.S. Employer
 Identification No.)
2000 Avenue of the Stars,Suite 1000N
Los Angeles,California90067
(Address of principal executive offices)(Zip Code)
Registrant’s telephone number, including area code: (310) 553-0555
Not Applicable
(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s)Name of each exchange on which registered
Class A Common StockALNew York Stock Exchange
3.700% Medium-Term Notes, Series A, due April 15, 2030AL30New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

1



Item 8.01 Other Events

As previously disclosed, Air Lease Corporation (the “Company”) and certain of its subsidiaries (collectively, the “Plaintiffs”) submitted insurance claims and commenced litigation (the “California Litigation”) against the insurers (collectively, the “C&P Insurers”) on the Plaintiffs’ contingent and possessed insurance policy (the “C&P Policy”) to recover losses relating to aircraft detained in Russia.

In June 2025, the Plaintiffs entered into settlement agreements with certain C&P Insurers, pursuant to which the Company has received $112.4 million in cash insurance proceeds, which will be recorded as an insurance recovery in its financial statements in the second quarter of 2025. These proceeds are in addition to the $226.7 million in cash insurance settlement proceeds received in the second quarter and previously disclosed in the Company’s Quarterly Report on Form 10-Q for the quarter ended March 31, 2025. To date, including these cash insurance settlement proceeds, the Company has recovered an aggregate of $763.5 million against its initial $791.0 million write-off of its interests in owned aircraft detained in Russia taken during the first quarter of 2022.

The Company currently anticipates entering into a settlement agreement with the final war risk C&P Insurer under the C&P Policy during the third quarter of 2025.

Pursuant to the terms of the settlement agreements and following receipt of these proceeds, the Plaintiffs (i) released their insurance claims against the settling C&P Insurers under the C&P Policy, (ii) released their insurance claims against the settling C&P Insurers under the reinsurance policies at issue in the Plaintiffs’ related litigation against the Russian airlines’ insurers and reinsurers (the “London Litigation”), and (iii) dismissed, or are in the process of dismissing, the settling C&P Insurers from the California Litigation and London Litigation.

Forward-Looking Statements

This Current Report on Form 8-K contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements relating to the Company’s anticipated settlement with an additional C&P Insurer. Such statements are based on current expectations and are not guarantees of future outcomes. Actual results and outcomes may differ materially from those expressed in forward-looking statements due to a number of factors, including but not limited to, those risks discussed under “Part I - Item 1A. Risk Factors,” in the Company’s Annual Report on Form 10-K for the year ended December 31, 2024, “Part II — Item 1A. Risk Factors” in the Company’s Quarterly Report on Form 10-Q for the quarter ended March 31, 2025, and other Securities and Exchange Commission (“SEC”) filings, including future SEC filings. All forward-looking statements are necessarily only estimates of future results, and there can be no assurance that actual results will not differ materially from expectations. You are therefore cautioned not to place undue reliance on such statements. Any forward-looking statement speaks only as of the date on which it is made, and the Company does not intend and undertakes no obligation to update any forward-looking information to reflect actual results or events or circumstances after the date on which the statement is made or to reflect the occurrence of unanticipated events.
2



SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.
AIR LEASE CORPORATION
Date: July 1, 2025/s/ Gregory B. Willis
Gregory B. Willis
Executive Vice President and Chief Financial Officer


3

FAQ

How many NewMarket (NEU) shares did director Mark M. Gambill acquire?

He received 144 shares of common stock as part of the annual director equity grant.

What is Mark M. Gambill’s total beneficial ownership after the transaction?

Following the grant, he directly owns 3,992 NEU shares.

Was the transaction an open-market purchase?

No. The shares were issued at $0 cost under NewMarket’s 2023 Incentive Compensation and Stock Plan.

Does the Form 4 indicate any derivative securities activity?

No derivative securities were acquired or disposed of in this filing.

Is this filing likely to affect NewMarket’s stock price?

The grant is routine and immaterial to share float, so no meaningful price impact is expected.
Air Lease Corp

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