Willis Lease chair sells 46,500 shares under plan
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Rhea-AI Filing Summary
WILLIS LEASE FINANCE CORP (WLFC) insider Charles F. Willis IV, Executive Chairman and ten percent owner, reported open-market sales of 46,500 shares of common stock between August 20 and 24, 2026, at weighted average prices ranging from about $53.40 to $55.53 per share. The filing states these sales were effected under a Rule 10b5-1 trading plan adopted on May 18, 2026. Indirect holdings reported 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.
Insider Trade Summary 10b5-1
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock F1, F5 | 3,016 | $54.5876 | $165K |
| Sale | Common Stock F1, F6 | 13,684 | $55.232 | $756K |
| Sale | Common Stock F1, F3 | 12,400 | $54.4412 | $675K |
| Sale | Common Stock F1, F4 | 1,100 | $54.7891 | $60K |
| Sale | Common Stock F1, F2 | 16,184 | $53.9772 | $874K |
| Sale | Common Stock F1 | 116 | $54.66 | $6K |
| holding | Common Stock F7 | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock F8 | -- | -- | -- |
Footnotes (8)
- 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.
- F2. This transaction was executed in multiple trades at prices ranging from $53.40 to $54.32, 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.
- F3. This transaction was executed in multiple trades at prices ranging from $53.72 to $54.71, 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 $54.73 to $54.87, 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 (4) of this Form 4.
- F5. This transaction was executed in multiple trades at prices ranging from $53.98 to $54.95, 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 (5) of this Form 4.
- F6. This transaction was executed in multiple trades at prices ranging from $55.03 to $55.53, 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. Charlotte Montressor Willis.
- F8. Wilder Grace Willis 2016 Trust.
Key Figures
Key Terms
Rule 10b5-1 trading plan regulatory
weighted average sale price financial
ten percent owner regulatory
indirect ownership financial
FAQ
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What indirect WLFC holdings are reported for Charles F. Willis IV?
What is the role of Charles F. Willis IV at WLFC in this Form 4?
How many separate WLFC sale transactions did Charles F. Willis IV report?
AI-generated analysis. How Rhea-AI works. Not financial advice.