Welcome to our dedicated page for Willis Lease SEC filings (Ticker: WLFC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Willis Lease Finance Corporation (WLFC) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures, including current reports on Form 8-K and other key documents filed with the U.S. Securities and Exchange Commission. As a NASDAQ-listed lessor of commercial aircraft engines and a global provider of aviation services, WLFC uses SEC filings to report material financing transactions, executive compensation arrangements, joint venture credit facilities, dividend declarations and operating results.
Recent Form 8-K filings describe note purchase agreements and fixed rate note offerings issued by the company’s subsidiary, Willis Engine Structured Trust IX, secured by portfolios of aircraft engines and airframes. Other 8-Ks outline amendments to secured credit agreements for warehouse facilities, the establishment or expansion of revolving credit facilities for joint ventures such as Willis Mitsui & Co. Engine Support Limited, and the terms of employment agreements and stock option awards for senior executives.
Filings related to results of operations and financial condition reference quarterly earnings news releases, which detail revenue composition across lease rent, maintenance reserve revenue, spare parts and equipment sales, maintenance services and gains on sale of leased equipment. Additional filings document quarterly dividend declarations on WLFC common stock and provide information about conference calls discussing financial performance.
On this page, Stock Titan enhances WLFC’s SEC filings with AI-powered summaries that explain the main points of lengthy documents in clear language. Users can quickly see what a specific 8-K, 10-Q or 10-K covers, identify new credit facilities, note offerings or governance changes, and review disclosures related to the company’s engine leasing, asset management and aviation services platform. Real-time updates from EDGAR, combined with AI-generated highlights, help investors and researchers track Willis Lease Finance Corporation’s regulatory history, capital structure developments and key corporate events without reading every filing in full.
Willis Lease Finance Corp’s Chief Executive Officer and 10% owner Austin Chandler Willis reported selling 3,400 shares of common stock on May 1, 2026 in four open-market transactions at prices around $191–$194 per share.
The sales were carried out under a pre-arranged Rule 10b5-1 trading plan adopted on June 3, 2025, indicating they were scheduled in advance. The filing also updates indirect holdings in entities such as CFW Partners, the 2019 Willis Family Trust and several family trusts and family members, showing substantial continuing ownership across these accounts.
Willis Lease Finance Corporation reported strong first‑quarter 2026 growth, with total revenue rising to $194.3 million from $157.7 million a year earlier. Net income increased to $25.1 million from $16.9 million, and net income attributable to common shareholders was $23.7 million, lifting diluted EPS to $3.26 from $2.21.
Growth was driven by higher lease rent revenue, larger gains on sale of leased equipment, expanding maintenance services, and sharply higher management and advisory fees, including contributions from a new Liberty Mutual investment fund partnership. Adjusted EBITDA rose to $123.8 million from $103.3 million.
The company ended March 31, 2026 with total assets of $3.51 billion, including $2.76 billion of equipment held for operating lease and $65.6 million of notes receivable, and had $2.25 billion of debt obligations outstanding. Willis Lease reduced its notes receivable and sales‑type lease exposure through asset sales to affiliated funds while expanding joint venture and fund structures to support future engine financing and leasing activity.
Willis Lease Finance Corporation reported strong first quarter 2026 results with total revenue of $194.3 million, up 23.2% from the same period in 2025. Net income attributable to common shareholders rose to $23.7 million, a 52.9% increase, and diluted EPS reached $3.26.
The company achieved record quarterly lease rent revenue of $77.4 million and record maintenance services revenue of $9.8 million, while portfolio utilization improved to 85.8%. Adjusted EBITDA grew to $123.8 million, up 19.9%. The Board also declared a quarterly dividend of $0.40 per share, payable May 22, 2026 to shareholders of record on May 11, 2026.
Austin Willis reported sales of Common Shares under Form 144. The filing lists multiple sales of 3,400 shares on 02/02/2026, 03/02/2026, and 04/01/2026, and an entry showing 3,400 shares dated 04/01/2025 tied to compensation. The transactions are reported with broker/issuer names and addresses; proceeds and sale prices are not shown in the excerpt.
Willis Lease Finance Corporation is asking stockholders to vote at its 2026 virtual annual meeting on May 26, 2026. The agenda includes electing Class I director Stephen Jones, approving a forward stock split with higher authorized common and preferred shares, an advisory say-on-pay vote, ratifying Grant Thornton LLP as auditor, and a potential adjournment to solicit more votes for the charter amendment.
The company highlights over 40 years in aircraft engine leasing, a 22% increase in lease rent revenue in 2025 versus 2024, and $4.1 billion in assets under management. The board emphasizes recent additions of three independent directors and a leadership structure separating the Executive Chairman and CEO roles.
Willis Lease Finance Corporation announced it will release its financial results for the first quarter of 2026 before the market opens on May 5, 2026, and will host a conference call that day at 10:00 a.m. Eastern Time to discuss the results.
The company is providing investors with dial-in phone numbers, a webcast registration link, and notice that a digital replay will be available through its Investor Center website. The information is furnished under Regulation FD and not deemed filed for liability purposes.
Willis Lease Finance Corporation files a definitive proxy statement to solicit votes for its 2026 virtual Annual Meeting of Stockholders. The Board asks holders to elect one Class I director, approve an amendment to effect a forward stock split and increase authorized common and preferred shares (Proposal 2), approve executive compensation, ratify Grant Thornton LLP as auditor, and permit adjournment if needed to solicit additional votes for Proposal 2. The Board cites a 22% increase in lease rent revenue in 2025 and highlights an asset management expansion with the formation of Willis Aviation Capital and stated $4.1 billion in assets under management. The record date for voting is April 6, 2026 and the meeting will be held virtually on May 26, 2026.
Willis Lease Finance Corp insiders updated their ownership disclosures in an amended Schedule 13D. As of April 3, 2026, CFW Partners, L.P. reports beneficial ownership of 2,134,148 common shares, representing 27.47% of the class. Charles F. Willis IV reports beneficial ownership of 3,359,547 shares, or 43.24%, including 300,000 shares underlying stock options. Austin C. Willis reports beneficial ownership of 869,100 shares, equal to 11.19% of the outstanding common stock.
The filing also notes a new Rule 10b5-1 trading plan for Austin C. Willis, allowing Merrill Lynch to sell up to 15,184 shares on his behalf starting July 1, 2026, with automatic termination on the earlier of September 30, 2026, completion of all sales under the plan, or earlier termination under its terms.
Willis Lease Finance Corp Executive Chairman Charles F. Willis IV used company shares to cover taxes, rather than selling stock on the market. On a tax-withholding transaction, 42,950 shares of common stock were returned to the issuer at $175.62 per share to satisfy a withholding tax liability on previously restricted shares.
After this non-market disposition, he holds 881,281 shares directly. He also has indirect ownership of 13,560 shares through his spouse, 2,134,148 shares through CFW Partners, and 584 shares held for a granddaughter, underscoring his continuing large stake in the company.