STOCK TITAN

Willis Lease chair sells 400 shares at ~$53

WLFC’s Executive Chairman reported a small open-market sale of 400 shares while retaining multimillion-share direct and indirect holdings.

(Neutral)
(Negative)
Form Type
4

Rhea-AI Filing Summary

Willis Lease Finance Corp (WLFC) insider Charles F. Willis IV, the Executive Chairman and a more than 10% owner, reported selling 400 shares of Common Stock on August 31, 2026 in a sale described as an open market or private transaction. The shares were sold at a weighted average price of about $52.95–$52.96, with a reported average of $52.9505, and were held indirectly through his spouse, Charlotte Montressor Willis. After this transaction he reports 40,280 shares held indirectly via his spouse, 2,492,143 shares held directly, 6,402,445 shares held indirectly through CFW Partners, and 1,752 shares held indirectly through the Wilder Grace Willis 2016 Trust for his granddaughter. No Rule 10b5-1 trading plan is indicated.

Positive

  • None.

Negative

  • None.
Insider WILLIS CHARLES F IV
Role Executive Chairman
Sold 400 shs ($21K)
Type Security Shares Price Value
Sale Common Stock F1, F2 400 $52.9505 $21K
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock F3 -- -- --
Holdings After Transaction: Common Stock — 40,280 shares (Indirect, Spouse); Common Stock — 2,492,143 shares (Direct); Common Stock — 6,402,445 shares (Indirect, CFW Partners); Common Stock — 1,752 shares (Indirect, Granddaughter)
Footnotes (3)
  1. F1. This transaction was executed in multiple trades at prices ranging from $52.95 to $52.96, 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.
  2. F2. Charlotte Montressor Willis.
  3. F3. Wilder Grace Willis 2016 Trust.
Shares sold 400 shares Common Stock sale on August 31, 2026 by Charles F. Willis IV
Weighted average sale price $52.9505 per share Weighted average for 400 WLFC shares sold on August 31, 2026
Sale price range $52.95–$52.96 per share Range of execution prices for the August 31, 2026 sale
Indirect holdings via spouse 40,280 shares WLFC Common Stock indirectly owned through spouse after transaction
Direct holdings 2,492,143 shares WLFC Common Stock directly held after the reported sale
Indirect holdings via CFW Partners 6,402,445 shares WLFC Common Stock indirectly held through CFW Partners
Indirect holdings via Wilder Grace Willis 2016 Trust 1,752 shares WLFC Common Stock indirectly held for granddaughter
weighted average sale price financial
"The price reported reflects the weighted average sale price."
open market or private transaction financial
"Sale in open market or private transaction"
indirect financial
"40,280 shares held indirectly via spouse and other entities"

FAQ

What insider transaction did WLFC report for Charles F. Willis IV on August 31, 2026?

WLFC reported that Charles F. Willis IV sold 400 shares of Common Stock on August 31, 2026 in a transaction described as an open market or private sale, executed in multiple trades within a narrow price range.

At what price were the 400 WLFC shares sold by the Executive Chairman?

The 400 WLFC shares were sold at a weighted average sale price of $52.9505 per share, with individual trades executed at prices ranging from $52.95 to $52.96, inclusive, according to the footnote disclosure.

How many WLFC shares does Charles F. Willis IV hold directly after this Form 4?

After the reported sale, 2,492,143 shares of WLFC Common Stock are reported as held directly by Charles F. Willis IV as of August 31, 2026.

What indirect WLFC shareholdings are reported for Charles F. Willis IV?

He reports 40,280 shares held indirectly through his spouse, 6,402,445 shares held indirectly through CFW Partners, and 1,752 shares held indirectly through the Wilder Grace Willis 2016 Trust for his granddaughter.

Who is the spouse associated with the indirect WLFC holdings on this Form 4?

The footnotes state that the spouse associated with the indirect holdings is Charlotte Montressor Willis, through whom 40,280 WLFC shares are reported as indirectly owned following the transaction.

Was the WLFC insider sale made under a Rule 10b5-1 trading plan?

No. The filing indicates that the Rule 10b5-1 checkbox is not affirmatively selected, and there is no footnote stating that the August 31, 2026 sale was made under a Rule 10b5-1 trading plan.

What role does Charles F. Willis IV hold at WLFC and what is his ownership status?

Charles F. Willis IV is reported as Executive Chairman, a director, and a more than 10% owner of WLFC, with substantial direct and indirect holdings in the company’s Common Stock after the reported transaction.

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
WILLIS CHARLES F IV

(Last)(First)(Middle)
4700 LYONS TECHNOLOGY

(Street)
COCONUT CREEK FLORIDA 33073

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
WILLIS LEASE FINANCE CORP [ WLFC ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirectorX10% Owner
XOfficer (give title below)Other (specify below)
Executive Chairman
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
08/31/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock08/31/2026S400D$52.9505(1)40,280ISpouse(2)
Common Stock2,492,143D
Common Stock6,402,445ICFW Partners
Common Stock1,752IGranddaughter(3)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. This transaction was executed in multiple trades at prices ranging from $52.95 to $52.96, 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.
2. Charlotte Montressor Willis.
3. Wilder Grace Willis 2016 Trust.
/s/ Charles F. Willis IV09/02/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)