Welcome to our dedicated page for WILLIS LEASE FINANCE SEC filings (Ticker: WLFC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on WILLIS LEASE FINANCE's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into WILLIS LEASE FINANCE's regulatory disclosures and financial reporting.
Willis Lease Finance Corporation has filed a preliminary prospectus supplement for an offering of shares of its Common Stock by Morgan Stanley to facilitate hedging by certain Convertible Arbitrage Investors participating in a concurrent offering of convertible senior notes due 2031. The company will receive no proceeds and no new shares will be issued in this transaction. The Concurrent Notes Offering contemplates $175,000,000 aggregate principal amount of notes, with an additional $25,000,000 option to cover over-allotments. Completion of the stock offering and the Concurrent Notes Offering are contingent on one another. The prospectus discloses that hedging and short-sale activity related to the Notes could place downward pressure on the trading price of Common Stock and that any conversions of the Notes could dilute existing shareholders.
Willis Lease Finance Corporation is offering $175,000,000 aggregate principal amount of % convertible senior notes due May 15, 2031, with an underwriter option for up to an additional $25,000,000 to cover over-allotments. The notes bear semi-annual cash interest and are convertible into shares of common stock at an initial conversion rate that implies an initial conversion price (figures in the supplement). The offering is being completed concurrently with a separate delta offering of common stock to facilitate hedging by convertible arbitrage investors; no proceeds from that concurrent delta offering will be received by the Company. The Company intends to use net proceeds to temporarily repay borrowings under its Revolving Credit Facility pending deployment for general corporate purposes. Key disclosed context: $2,760.5 million of equipment in the operating lease portfolio as of March 31, 2026, 6,820,855 shares of common stock outstanding as of March 31, 2026, and a last reported common share sale price of $214.50 on May 12, 2026.
WLFC received an exempt solicitation from Four Tree Island Advisory LLC urging WLFC stockholders to vote against all proposals in the company proxy for the 2026 Annual Meeting, except ratification of Grant Thornton LLP. The group highlights $52.1 million in 2025 compensation for Executive Chairman Charles Willis and calls for shareholder engagement prior to the May 26, 2026 meeting. Voting deadline guidance is provided (votes due by 11:59pm ET on May 25, 2026), and Four Tree Island reiterates it is not soliciting proxies or accepting proxy cards.
Willis Lease Finance Corp’s Chief Executive Officer and 10% owner Austin Chandler Willis reported selling 3,400 shares of common stock on May 1, 2026 in four open-market transactions at prices around $191–$194 per share.
The sales were carried out under a pre-arranged Rule 10b5-1 trading plan adopted on June 3, 2025, indicating they were scheduled in advance. The filing also updates indirect holdings in entities such as CFW Partners, the 2019 Willis Family Trust and several family trusts and family members, showing substantial continuing ownership across these accounts.
Willis Lease Finance Corporation reported strong first‑quarter 2026 growth, with total revenue rising to $194.3 million from $157.7 million a year earlier. Net income increased to $25.1 million from $16.9 million, and net income attributable to common shareholders was $23.7 million, lifting diluted EPS to $3.26 from $2.21.
Growth was driven by higher lease rent revenue, larger gains on sale of leased equipment, expanding maintenance services, and sharply higher management and advisory fees, including contributions from a new Liberty Mutual investment fund partnership. Adjusted EBITDA rose to $123.8 million from $103.3 million.
The company ended March 31, 2026 with total assets of $3.51 billion, including $2.76 billion of equipment held for operating lease and $65.6 million of notes receivable, and had $2.25 billion of debt obligations outstanding. Willis Lease reduced its notes receivable and sales‑type lease exposure through asset sales to affiliated funds while expanding joint venture and fund structures to support future engine financing and leasing activity.
Willis Lease Finance Corporation reported strong first quarter 2026 results with total revenue of $194.3 million, up 23.2% from the same period in 2025. Net income attributable to common shareholders rose to $23.7 million, a 52.9% increase, and diluted EPS reached $3.26.
The company achieved record quarterly lease rent revenue of $77.4 million and record maintenance services revenue of $9.8 million, while portfolio utilization improved to 85.8%. Adjusted EBITDA grew to $123.8 million, up 19.9%. The Board also declared a quarterly dividend of $0.40 per share, payable May 22, 2026 to shareholders of record on May 11, 2026.
Austin Willis reported sales of Common Shares under Form 144. The filing lists multiple sales of 3,400 shares on 02/02/2026, 03/02/2026, and 04/01/2026, and an entry showing 3,400 shares dated 04/01/2025 tied to compensation. The transactions are reported with broker/issuer names and addresses; proceeds and sale prices are not shown in the excerpt.
Willis Lease Finance Corporation is asking stockholders to vote at its 2026 virtual annual meeting on May 26, 2026. The agenda includes electing Class I director Stephen Jones, approving a forward stock split with higher authorized common and preferred shares, an advisory say-on-pay vote, ratifying Grant Thornton LLP as auditor, and a potential adjournment to solicit more votes for the charter amendment.
The company highlights over 40 years in aircraft engine leasing, a 22% increase in lease rent revenue in 2025 versus 2024, and $4.1 billion in assets under management. The board emphasizes recent additions of three independent directors and a leadership structure separating the Executive Chairman and CEO roles.
Willis Lease Finance Corporation announced it will release its financial results for the first quarter of 2026 before the market opens on May 5, 2026, and will host a conference call that day at 10:00 a.m. Eastern Time to discuss the results.
The company is providing investors with dial-in phone numbers, a webcast registration link, and notice that a digital replay will be available through its Investor Center website. The information is furnished under Regulation FD and not deemed filed for liability purposes.