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Willis Lease (WLFC) chair sells 27,000 shares under plan

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

Rhea-AI Filing Summary

WILLIS LEASE FINANCE CORP (WLFC) reported that Executive Chairman and director Charles F. Willis IV, a more-than-10% owner, sold a total of 27,000 shares of common stock on August 25–26, 2026. The sales, executed in open-market or private transactions at weighted average prices between about $54.50 and $56.05 per share, were made under a Rule 10b5-1 trading plan adopted on May 18, 2026 and terminated on August 26, 2026. As of August 25, 2026, he also reported indirect holdings of 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.

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Insights

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Insider WILLIS CHARLES F IV
Role Executive Chairman
Sold 27,000 shs ($1.48M)
Type Security Shares Price Value
Sale Common Stock F1, F3 15,600 $55.1139 $860K
Sale Common Stock F1, F2 11,287 $54.4972 $615K
Sale Common Stock F1 113 $56.05 $6K
holding Common Stock F4 -- -- --
holding Common Stock -- -- --
holding Common Stock F5 -- -- --
Holdings After Transaction: Common Stock — 2,492,143 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 (5)
  1. F1. 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, which was terminated on August 26, 2026.
  2. F2. This transaction was executed in multiple trades at prices ranging from $53.91 to $54.90, 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. F3. This transaction was executed in multiple trades at prices ranging from $54.62 to $55.58, 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. Charlotte Montressor Willis.
  5. F5. Wilder Grace Willis 2016 Trust.
Total shares sold 27,000 shares Common stock sales reported on Form 4 for August 25–26, 2026
Sale on 2026-08-26 15,600 shares at $55.1139 per share Open-market or private sale of WLFC common stock
Sale on 2026-08-25 (block 1) 11,287 shares at $54.4972 per share Open-market or private sale of WLFC common stock
Sale on 2026-08-25 (block 2) 113 shares at $56.05 per share Open-market or private sale of WLFC common stock
Price range footnote (block 1) $53.91 to $54.90 Range of individual trade prices for the August 25, 2026 sale with weighted average $54.4972
Price range footnote (block 2) $54.62 to $55.58 Range of individual trade prices for the August 26, 2026 sale with weighted average $55.1139
Indirect holdings via CFW Partners 6,402,445 shares Indirect ownership of WLFC common stock as of August 25, 2026
Indirect holdings via spouse 40,680 shares Indirect ownership of WLFC common stock as of August 25, 2026
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"
more-than-10% owner regulatory
"reporting person is marked as a ten percent owner"
indirect ownership financial
"ownership_type is indirect for holdings via spouse, CFW Partners and trust"
open market or private transaction financial
"transaction_code_description indicates sale in open market or private transaction"

FAQ

What insider transaction did WLFC report for Charles F. Willis IV?
WLFC reported that Charles F. Willis IV sold a total of 27,000 shares of common stock on August 25–26, 2026, in open-market or private transactions, as reflected in a Form 4 insider trading report.

At what prices did Charles F. Willis IV sell WLFC shares?
He reported weighted average sale prices of $54.4972, $55.1139 and $56.05 per share. Footnotes state that trades occurred in ranges of $53.91–$54.90 and $54.62–$55.58, with full trade-by-trade details available on request.

How many WLFC shares did Charles F. Willis IV sell on each date?
On August 25, 2026, he sold 11,287 shares at a weighted average of $54.4972 and 113 shares at $56.05. On August 26, 2026, he sold 15,600 shares at a weighted average of $55.1139, totaling 27,000 shares sold.

Was the WLFC insider sale under a Rule 10b5-1 trading plan?
Yes. A footnote states the sales were effected under a Rule 10b5-1 trading plan adopted by the reporting person on May 18, 2026, which was terminated on August 26, 2026.

What indirect WLFC shareholdings does Charles F. Willis IV report?
As of August 25, 2026, he reported indirect ownership of 40,680 shares through his spouse, 6,402,445 shares through CFW Partners, and 1,752 shares through the Wilder Grace Willis 2016 Trust for his granddaughter.

What roles does Charles F. Willis IV hold at WLFC?
He is reported as an Executive Chairman, a director, and a more-than-10% owner of WILLIS LEASE FINANCE CORP in the Form 4 filing.

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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)
08/25/2026		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 Stock08/25/2026S(1)11,287D$54.4972(2)2,507,856D
Common Stock08/25/2026S(1)113D$56.052,507,743D
Common Stock08/26/2026S(1)15,600D$55.1139(3)2,492,143D
Common Stock40,680ISpouse(4)
Common Stock6,402,445ICFW Partners
Common Stock1,752IGranddaughter(5)
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. 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, which was terminated on August 26, 2026.
2. This transaction was executed in multiple trades at prices ranging from $53.91 to $54.90, 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 $54.62 to $55.58, 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. Charlotte Montressor Willis.
5. Wilder Grace Willis 2016 Trust.
/s/ Charles F. Willis IV08/27/2026
** 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)

Source: View Original Filing on SEC EDGAR