WLFC CEO reports planned sales; weighted averages $135.70–$136.35
Rhea-AI Filing Summary
Austin C. Willis, listed as Chief Executive Officer and Director of Willis Lease Finance Corp (WLFC), reported multiple sales of the issuer's common stock effected on 10/01/2025 under a Rule 10b5-1 trading plan adopted on June 3, 2025. The Form 4 shows sales executed in multiple trades with prices reported as weighted averages of $135.7028, $136.3549, and individual trades at $137.12, and disclosed price ranges from $135.06 to $136.87.
The reporting person’s direct beneficial ownership decreased to 186,063 shares following the reported transactions. Several indirect holdings remain disclosed through trusts and family entities, including 232,715 shares held by the CFW V 2016 Trust and 405,488 shares held by the 2019 Willis Family Trust, plus other trusts and shared voting arrangements identified in the Form 4.
Positive
- Sales executed under a Rule 10b5-1 trading plan adopted on June 3, 2025, indicating prearranged transactions
- Weighted average prices disclosed ($135.7028 and $136.3549) and execution price ranges provided for transparency
Negative
- Direct beneficial ownership decreased to 186,063 shares following the reported transactions
- Multiple sales executed on 10/01/2025, which reduce the reporting person’s direct stake in WLFC
Insights
Insider sold shares under a documented 10b5-1 plan; trades occurred across three weighted average prices.
The Form 4 explicitly states the sales were made pursuant to a Rule 10b5-1 trading plan adopted on June 3, 2025, which documents pre‑arranged transactions and can limit allegations of opportunistic trading. The filer provided weighted average prices of $135.7028 and $136.3549, and at least one trade at $137.12, with disclosed execution price ranges of $135.06 to $136.87.
The report shows a reduction in direct holdings to 186,063 shares after the sales. Multiple indirect holdings through trusts and shared voting arrangements are disclosed, notably 232,715 and 405,488 shares in named trusts, which remain intact per the filing.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock | 983 | $135.7028 | $133K |
| Sale | Common Stock | 2,415 | $136.3549 | $329K |
| Sale | Common Stock | 2 | $137.12 | $274.24 |
| Sale | Common Stock | 260 | $135.7028 | $35K |
| Sale | Common Stock | 639 | $136.3549 | $87K |
| Sale | Common Stock | 1 | $137.12 | $137.12 |
| Sale | Common Stock | 260 | $135.7028 | $35K |
| Sale | Common Stock | 639 | $136.3549 | $87K |
| Sale | Common Stock | 1 | $137.12 | $137.12 |
| Sale | Common Stock | 260 | $135.7028 | $35K |
| Sale | Common Stock | 639 | $136.3549 | $87K |
| Sale | Common Stock | 1 | $137.12 | $137.12 |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Footnotes (1)
- The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 3, 2025. This transaction was executed in multiple trades at prices ranging from $135.06 to $136.05, 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 $136.06 to $136.87, 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. Rooster A. Willis 2019 Trust, Austin Willis Trustee. Wilder Grace Willis 2019 Trust, Austin Willis Trustee. Charles F. Willis V 2019 Trust, Austin Willis Trustee. Austin C. Willis 2019 Irrevocable Trust, Mary Willis Trustee. Charles F. Willis V 2016 Trust, Austin Willis Trustee. 2019 Willis Family Trust, Austin Willis Trustee. Includes 213,415 shares having shared voting power of CFW Partners with Charles F. Willis IV. Shared voting power of CFW Partners with Charles F. Willis IV.
