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Willis Lease (NASDAQ: WLFC) chair’s 78K share sale priced at $54.87–$58.90

(Very High)
(Negative)
Form Type
4

Rhea-AI Filing Summary

WILLIS LEASE FINANCE CORP (WLFC) reported that Executive Chairman and ten percent owner Charles F. Willis IV sold 78,200 shares of Common Stock in open-market transactions on August 17–19, 2026. The sales were made under a Rule 10b5-1 trading plan adopted on May 18, 2026, at weighted-average prices reflecting trades within ranges from $54.87 to $58.90 per share. Indirect holdings after these transactions include 40,680 shares held by his spouse, 6,402,445 shares held through CFW Partners and 1,752 shares held for a granddaughter’s trust, all adjusted for a 3-for-1 forward stock split effective July 21, 2026.

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Insider WILLIS CHARLES F IV
Role Executive Chairman
Sold 78,200 shs ($4.48M)
Type Security Shares Price Value
Sale Common Stock F2, F9 11,357 $55.1137 $626K
Sale Common Stock F2, F10 3,133 $56.4812 $177K
Sale Common Stock F2, F11 4,810 $57.2701 $275K
Sale Common Stock F2, F6 6,485 $56.61 $367K
Sale Common Stock F2, F7 12,480 $57.4576 $717K
Sale Common Stock F2, F8 8,535 $58.192 $497K
Sale Common Stock F2, F3, F1 16,032 $57.4485 $921K
Sale Common Stock F2, F4 13,590 $58.3824 $793K
Sale Common Stock F2, F5 1,778 $58.8532 $105K
holding Common Stock F1, F12 -- -- --
holding Common Stock F1 -- -- --
holding Common Stock F1, F13 -- -- --
Holdings After Transaction: Common Stock — 2,565,643 shares (Direct); Common Stock — 40,680 shares (Indirect, Spouse); Common Stock — 6,402,445 shares (Indirect, CFW Partners); Common Stock — 1,752 shares (Indirect, Granddaughter)
Footnotes (13)
  1. F1. These numbers have been adjusted to reflect the 3-for-1 forward stock split, which became effective on July 21, 2026 (the "Stock Split").
  2. F2. The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 18, 2026.
  3. F3. This transaction was executed in multiple trades at prices ranging from $56.80 to $57.75, 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. F4. This transaction was executed in multiple trades at prices ranging from $57.81 to $58.80, 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. F5. This transaction was executed in multiple trades at prices ranging from $58.81 to $58.90, 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 (5) of this Form 4.
  6. F6. This transaction was executed in multiple trades at prices ranging from $56.01 to $57.00, 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 (6) of this Form 4.
  7. F7. This transaction was executed in multiple trades at prices ranging from $57.015 to $57.99, 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. F8. This transaction was executed in multiple trades at prices ranging from $58.04 to $58.48, 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. F9. This transaction was executed in multiple trades at prices ranging from $54.87 to $55.37, 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. F10. This transaction was executed in multiple trades at prices ranging from $56.00 to $56.99, 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. F11. This transaction was executed in multiple trades at prices ranging from $57.03 to $57.95, 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 (11) of this Form 4.
  12. F12. Charlotte Montressor Willis.
  13. F13. Wilder Grace Willis 2016 Trust.
Total shares sold 78,200 shares Open-market sales of WLFC Common Stock on August 17–19, 2026
Price range of reported sales $54.87–$58.90 per share Ranges from multiple trades underlying the weighted-average sale prices
Spouse indirect holding 40,680 shares Indirect ownership through spouse after adjustment for 3-for-1 stock split
CFW Partners indirect holding 6,402,445 shares Indirect ownership through CFW Partners after 3-for-1 stock split
Granddaughter trust holding 1,752 shares Indirect ownership via Wilder Grace Willis 2016 Trust after stock split
Stock split ratio 3-for-1 Forward stock split effective July 21, 2026
10b5-1 plan adoption date May 18, 2026 Date Charles F. Willis IV adopted Rule 10b5-1 trading plan
Rule 10b5-1 trading plan regulatory
"The sales reported were effected pursuant to a Rule 10b5-1 trading plan"
A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.
weighted average sale price financial
"The price reported reflects the weighted average sale price"
3-for-1 forward stock split financial
"Adjusted to reflect the 3-for-1 forward stock split, which became effective"

FAQ

What insider sales did WLFC report for Charles F. Willis IV in August 2026?

Charles F. Willis IV sold 78,200 WLFC shares on August 17–19, 2026, in a series of open-market transactions. The weighted-average sale prices reflected multiple trades within price ranges between $54.87 and $58.90 per share.

Were the August 2026 WLFC insider sales made under a Rule 10b5-1 plan?

Yes. The filing states the WLFC insider sales were effected under a Rule 10b5-1 trading plan adopted by Charles F. Willis IV on May 18, 2026. Such plans pre-schedule trades, reducing the significance of trade timing information.

What indirect WLFC shareholdings does Charles F. Willis IV report after these transactions?

After the reported sales, indirect WLFC holdings include 40,680 shares held by his spouse, 6,402,445 shares held through CFW Partners, and 1,752 shares held for a granddaughter’s trust, all adjusted for the 3-for-1 stock split.

What price ranges were involved in the August 17, 2026 WLFC insider sales?

On August 17, 2026, WLFC insider sales were executed in multiple trades with weighted-average prices and ranges including $56.80–$57.75, $57.81–$58.80, and $58.81–$58.90 per share, according to the transaction footnotes.

Did a stock split affect the WLFC share figures in this Form 4?

Yes. The filing explains that share numbers are adjusted for a 3-for-1 forward stock split that became effective on July 21, 2026. This adjustment applies to the reported indirect ownership amounts and related holdings.

How many WLFC shares did Charles F. Willis IV sell on each of the reported dates?

Across all transactions, Charles F. Willis IV sold 78,200 shares of WLFC Common Stock over three days: August 17, 18, and 19, 2026. Individual trades on each date were grouped and reported with weighted-average sale prices.

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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).
X
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)
08/17/2026
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 Stock08/17/2026S(2)16,032D$57.4485(3)2,627,811(1)D
Common Stock08/17/2026S(2)13,590D$58.3824(4)2,614,221D
Common Stock08/17/2026S(2)1,778D$58.8532(5)2,612,443D
Common Stock08/18/2026S(2)6,485D$56.61(6)2,605,958D
Common Stock08/18/2026S(2)12,480D$57.4576(7)2,593,478D
Common Stock08/18/2026S(2)8,535D$58.192(8)2,584,943D
Common Stock08/19/2026S(2)11,357D$55.1137(9)2,573,586D
Common Stock08/19/2026S(2)3,133D$56.4812(10)2,570,453D
Common Stock08/19/2026S(2)4,810D$57.2701(11)2,565,643D
Common Stock40,680(1)ISpouse(12)
Common Stock6,402,445(1)ICFW Partners
Common Stock1,752(1)IGranddaughter(13)
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. These numbers have been adjusted to reflect the 3-for-1 forward stock split, which became effective on July 21, 2026 (the "Stock Split").
2. The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 18, 2026.
3. This transaction was executed in multiple trades at prices ranging from $56.80 to $57.75, 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 $57.81 to $58.80, 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 $58.81 to $58.90, 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 (5) of this Form 4.
6. This transaction was executed in multiple trades at prices ranging from $56.01 to $57.00, 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 (6) of this Form 4.
7. This transaction was executed in multiple trades at prices ranging from $57.015 to $57.99, 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 $58.04 to $58.48, 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 $54.87 to $55.37, 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 $56.00 to $56.99, 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. This transaction was executed in multiple trades at prices ranging from $57.03 to $57.95, 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 (11) of this Form 4.
12. Charlotte Montressor Willis.
13. Wilder Grace Willis 2016 Trust.
/s/ Charles F. Willis IV08/19/2026
** 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)