STOCK TITAN

Executive Chairman of Willis Lease Finance (WLFC) sells 9,241 company shares

Filing Impact
(Very High)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Willis Lease Finance Corp Executive Chairman Charles F. Willis IV, a director and more than 10% owner, reported open-market sales of a total of 9,241 shares of common stock in March 2026. The sales occurred on March 18, 30 and 31 at weighted average prices ranging from $161.91 to $170.67 per share, based on multiple trade executions.

After these transactions, he directly held 924,231 shares of Willis Lease Finance common stock. The filing also shows indirect holdings, including 13,560 shares held by his spouse, 2,134,148 shares held through CFW Partners, and 584 shares held for a granddaughter as of March 18.

Positive

  • None.

Negative

  • None.

Insights

Executive Chairman’s sales are modest versus his overall WLFC stake.

Charles F. Willis IV, Executive Chairman and more than 10% owner of Willis Lease Finance Corp, reported open-market sales totaling 9,241 shares of common stock at prices between $161.91 and $170.67 per share in March 2026.

Following the transactions, he still directly holds 924,231 shares, and the filing lists substantial indirect holdings of 13,560 shares via his spouse, 2,134,148 shares via CFW Partners, and 584 shares for a granddaughter. This indicates the reported sales represent a relatively small portion of his total reported exposure.

No option exercises, tax-withholding events, or derivative positions appear in this filing, and there is no reference to a Rule 10b5-1 trading plan. From the data presented, the sales look like routine portfolio activity rather than a transformational change in insider ownership.

Insider WILLIS CHARLES F IV
Role Executive Chairman
Sold 9,241 shs ($1.53M)
Type Security Shares Price Value
Sale Common Stock 945 $165.1134 $156K
Sale Common Stock 600 $166.51 $100K
Sale Common Stock 1,300 $169.5217 $220K
Sale Common Stock 437 $170.4882 $75K
Sale Common Stock 1,859 $162.5404 $302K
Sale Common Stock 1,205 $163.3944 $197K
Sale Common Stock 1,235 $164.3783 $203K
Sale Common Stock 1,091 $166.7082 $182K
Sale Common Stock 331 $167.987 $56K
Sale Common Stock 238 $167.5501 $40K
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 926,568 shares (Direct); Common Stock — 13,560 shares (Indirect, Spouse)
Footnotes (1)
  1. Charlotte Montressor Willis. This transaction was executed in multiple trades at prices ranging from $161.91 to $162.90, 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. This transaction was executed in multiple trades at prices ranging from $163.00 to $163.975, 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. This transaction was executed in multiple trades at prices ranging from $164.01 to $164.81, 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. This transaction was executed in multiple trades at prices ranging from $166.41 to $167.12, 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. This transaction was executed in multiple trades at prices ranging from $167.50 to $168.36, 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. This transaction was executed in multiple trades at prices ranging from $164.97 to $165.46, 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 $166.10 to $166.90, 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 $169.005 to $170.00, 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 (9) of this Form 4. This transaction was executed in multiple trades at prices ranging from $170.09 to $170.67, 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. Wilder Grace Willis 2016 Trust.
Total shares sold 9,241 shares Aggregate open-market sales of WLFC common stock in March 2026
Sale price range $161.91–$170.67 per share Weighted average sale price ranges from footnotes F2–F10
Direct holdings after transactions 924,231 shares Common stock directly held by Charles F. Willis IV after March 31, 2026 sales
Spouse indirect holdings 13,560 shares Common stock held indirectly via spouse as of March 18, 2026
CFW Partners indirect holdings 2,134,148 shares Common stock held indirectly through CFW Partners as of March 18, 2026
Granddaughter indirect holdings 584 shares Common stock held indirectly for granddaughter as of March 18, 2026
open-market sale financial
"transaction_action": "open-market sale""
An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.
weighted average sale price financial
"The price reported reflects the weighted average sale price."
indirect financial
""ownership_type": "indirect""
more than 10% owner financial
""is_ten_percent_owner": 1"
Executive Chairman financial
""officer_title": "Executive Chairman""
An executive chairman is the board leader who also takes an active role in running the company, combining oversight of the board with hands-on involvement in strategy and major decisions. For investors, this matters because it concentrates influence in one person—like a team captain who both sets the game plan and plays on the field—so their judgment can speed decisions but also increases governance and succession risk that can affect stock value.
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)
03/18/2026
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 Stock03/18/2026S238D$167.550113,560ISpouse(1)
Common Stock03/30/2026S1,859D$162.5404(2)931,375D
Common Stock03/30/2026S1,205D$163.3944(3)930,170D
Common Stock03/30/2026S1,235D$164.3783(4)928,935D
Common Stock03/30/2026S1,091D$166.7082(5)927,844D
Common Stock03/30/2026S331D$167.987(6)927,513D
Common Stock03/31/2026S945D$165.1134(7)926,568D
Common Stock03/31/2026S600D$166.51(8)925,968D
Common Stock03/31/2026S1,300D$169.5217(9)924,668D
Common Stock03/31/2026S437D$170.4882(10)924,231D
Common Stock2,134,148ICFW Partners
Common Stock584IGranddaughter(11)
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. Charlotte Montressor Willis.
2. This transaction was executed in multiple trades at prices ranging from $161.91 to $162.90, 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.
3. This transaction was executed in multiple trades at prices ranging from $163.00 to $163.975, 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.
4. This transaction was executed in multiple trades at prices ranging from $164.01 to $164.81, 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.
5. This transaction was executed in multiple trades at prices ranging from $166.41 to $167.12, 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.
6. This transaction was executed in multiple trades at prices ranging from $167.50 to $168.36, 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.
7. This transaction was executed in multiple trades at prices ranging from $164.97 to $165.46, 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.
8. This transaction was executed in multiple trades at prices ranging from $166.10 to $166.90, 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.
9. This transaction was executed in multiple trades at prices ranging from $169.005 to $170.00, 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 (9) of this Form 4.
10. This transaction was executed in multiple trades at prices ranging from $170.09 to $170.67, 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.
11. Wilder Grace Willis 2016 Trust.
/s/ Charles F. Willis IV04/01/2026
** 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)

FAQ

What did Willis Lease Finance (WLFC) Executive Chairman sell in this Form 4?

Charles F. Willis IV reported selling 9,241 shares of WLFC common stock. The Form 4 shows a series of open-market sales on March 18, 30 and 31, 2026, at weighted average prices between $161.91 and $170.67 per share, based on multiple individual trade executions.

At what prices were the WLFC shares sold by Charles F. Willis IV?

The reported sales occurred at weighted average prices from about $161.91 to $170.67 per share. Footnotes explain each transaction involved multiple trades within specific price ranges, with the disclosed figures representing the weighted averages for those sale ranges.

How many Willis Lease Finance (WLFC) shares does Charles F. Willis IV hold after these sales?

After the reported trades, he directly holds 924,231 WLFC common shares. The filing also lists indirect holdings, including 13,560 shares attributed to his spouse, 2,134,148 shares through CFW Partners, and 584 shares for a granddaughter, all as of March 18, 2026.

Were any derivative securities or options involved in this WLFC Form 4 filing?

No derivative securities or option exercises are reported in this Form 4. All listed transactions involve non-derivative common stock, coded as open-market sales, and the derivative summary section shows zero derivative transactions or remaining derivative positions in this particular filing.

Does the WLFC Form 4 indicate if the sales were under a Rule 10b5-1 plan?

The provided Form 4 data does not reference a Rule 10b5-1 trading plan. Footnotes focus on weighted average sale prices and price ranges for each transaction, without mentioning any pre-arranged trading plan or similar arrangement governing the timing of these sales.

Who is the insider in this WLFC Form 4 and what is his role?

The insider is Charles F. Willis IV, Executive Chairman of Willis Lease Finance. The filing identifies him as both a director and an officer of WLFC, and notes that he is also a more than 10% beneficial owner of the company’s common stock.