Willis Lease (WLFC) chair sells 46,500 shares in August
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.
Positive
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Negative
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Insights
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Insider Trade Summary 10b5-1
Net Seller: 46,500 shares
Net Sell
9 txns
Insider
WILLIS CHARLES F IV
Role
Executive Chairman
Sold
46,500 shs ($2.54M)
| 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 | -- | -- | -- |
Holdings After Transaction:
Common Stock — 2,519,143 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 (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
Total shares sold: 46,500 shares
Sale price (August 24, 2026, 3,016-share block): $54.5876 per share
Sale price (August 24, 2026, 13,684-share block): $55.2320 per share
+5 more
8 metrics
Total shares sold
46,500 shares
Aggregate common stock sales reported between August 20 and 24, 2026
Sale price (August 24, 2026, 3,016-share block)
$54.5876 per share
Weighted average sale price for 3,016-share transaction
Sale price (August 24, 2026, 13,684-share block)
$55.2320 per share
Weighted average sale price for 13,684-share transaction
Sale price (August 21, 2026, 12,400-share block)
$54.4412 per share
Weighted average sale price for 12,400-share transaction
Sale price (August 21, 2026, 1,100-share block)
$54.7891 per share
Weighted average sale price for 1,100-share transaction
Indirect holdings – spouse
40,680 shares
Common stock held indirectly through spouse as of August 20, 2026
Indirect holdings – CFW Partners
6,402,445 shares
Common stock held indirectly through CFW Partners as of August 20, 2026
Indirect holdings – granddaughter trust
1,752 shares
Common stock held indirectly through Wilder Grace Willis 2016 Trust as of August 20, 2026
Key Terms
Rule 10b5-1 trading plan, weighted average sale price, ten percent owner, indirect ownership
4 terms
Rule 10b5-1 trading plan regulatory
"The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1"
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."
ten percent owner regulatory
"is_ten_percent_owner"
indirect ownership financial
"ownership_type": "indirect"
FAQ
What indirect WLFC holdings are reported for Charles F. Willis IV?
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 the Wilder Grace Willis 2016 Trust for his granddaughter.
What is the role of Charles F. Willis IV at WLFC in this Form 4?
Charles F. Willis IV is identified as Executive Chairman, a director, and a ten percent owner of WILLIS LEASE FINANCE CORP in this Form 4.
How many separate WLFC sale transactions did Charles F. Willis IV report?
He reported six separate sale transactions of WLFC common stock, all coded as open-market or private sales of non-derivative securities, plus three entries updating indirect holdings.
AI-generated analysis. How Rhea-AI works. Not financial advice.