Willis Lease (NASDAQ: WLFC) chair’s 78K share sale priced at $54.87–$58.90
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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Insights
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Insider Trade Summary 10b5-1
Net Seller: 78,200 shares
Net Sell
12 txns
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)
- 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").
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- F12. Charlotte Montressor Willis.
- F13. Wilder Grace Willis 2016 Trust.
Key Figures
Total shares sold: 78,200 shares
Price range of reported sales: $54.87–$58.90 per share
Spouse indirect holding: 40,680 shares
+4 more
7 metrics
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
Key Terms
Rule 10b5-1 trading plan, weighted average sale price, 3-for-1 forward stock split
3 terms
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 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.
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