Welcome to our dedicated page for Willis Lease 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.
Willis Lease Finance Corporation filings document the financial reporting, financing arrangements, governance, and material events of an aircraft engine lessor and aviation services provider. Recent Form 8-K reports cover operating results, Regulation FD communications, quarterly dividends, amendments to revolving credit agreements, and obligations related to credit facilities.
The company’s proxy materials disclose board matters, executive compensation, equity awards, pay-versus-performance information, and shareholder voting items. Its filing record also reflects the capital structure and risk areas tied to leasing commercial aircraft engines and aircraft, spare parts activity, maintenance services, asset management, and related aviation operations.
Four Tree Island Advisory LLC, a top‑10 holder of Willis Lease Finance Corporation (WLFC), criticized WLFC management and the board after the 2026 Annual Meeting results. The group says nearly 84% of unaffiliated stockholders opposed re‑election of director Stephen Jones and over 92% voted against executive compensation. WLFC failed to win support to triple authorized shares and adjourned the meeting, scheduling a reconvened vote for June 23, 2026. Four Tree Island Advisory urges shareholders to vote against the raise unless three specified governance and capital discipline changes are adopted and calls for independent directors to respect the shareholder mandate.
WILLIS LEASE FINANCE CORP director Colm Barrington received a grant of 674 shares of Common Stock. The Form 4/A shows this as a grant, award, or other acquisition at a reference price of $185.62 per share, described in the footnote as a restrictive stock grant vesting over one year.
Following this grant, Barrington directly owns 7,546 shares of Common Stock, indicating this is a relatively small, compensation-related equity award rather than an open-market purchase.
Curran Brendan reported acquisition or exercise transactions in this Form 4 filing.
WILLIS LEASE FINANCE CORP director Brendan Curran received a grant of 674 shares of Common Stock, valued at $185.62 per share. The award is described as a restrictive stock grant that vests over one year, meaning the shares become fully owned gradually during that period. Following this grant, Curran directly holds 9,546 shares of the company’s common stock. This is a compensation-related equity award rather than an open-market purchase.
WILLIS LEASE FINANCE CORP director receives stock grant. Director Stephen Francis Jones acquired 674 shares of common stock on May 26, 2026 as a grant or award at an indicated value of $185.62 per share. The restrictive stock grant vests over one year. Following this award, his direct holdings total 2,133 shares of common stock.
Willis Lease Finance Corporation reported results from its 2026 Annual Meeting of Stockholders and adjourned one key item. Shareholders holding 7,014,117 shares, or 92.23% of the 7,604,821 shares outstanding as of April 6, 2026, were represented.
Stockholders elected Stephen Jones as a Class I director, approved the advisory vote on executive compensation, and ratified Grant Thornton LLP as independent auditor for the year ending December 31, 2026. They also approved the option to adjourn the meeting to solicit more votes on a proposal for a three-for-one forward stock split and related increases in authorized common and preferred shares.
The meeting was adjourned with respect to this stock split proposal and will reconvene virtually on June 23, 2026, with the same April 6, 2026 record date and previously submitted proxies remaining valid unless changed.
Barrington Colm reported acquisition or exercise transactions in this Form 4 filing.
WILLIS LEASE FINANCE CORP director Colm Barrington received a grant of 3,000 shares of Common Stock. The award was reported at a price of $185.62 per share and is described as a Restricted Stock Grant that vests over one year.
Following this equity award, Barrington directly holds 9,872 shares of the company’s common stock, reflecting routine stock-based compensation rather than an open-market purchase or sale.
Curran Brendan reported acquisition or exercise transactions in this Form 4 filing.
Willis Lease Finance director Brendan Curran received a grant of 3,000 shares of common stock at $185.62 per share as a compensation award. The footnote describes this as a restrictive stock grant vesting over one year. After the award, he directly holds 11,872 shares of common stock.
Jones Stephen Francis reported acquisition or exercise transactions in this Form 4 filing.
Willis Lease Finance Corp director Stephen Francis Jones received a grant of 3,000 shares of Common Stock at $185.62 per share. This is a compensation-related award, not an open-market purchase. After the grant, he directly holds 4,459 shares, which vest over one year.
Willis Lease Finance Corporation has issued $200,000,000 of 2.50% Convertible Senior Notes due 2031 under an existing shelf registration. The notes pay interest semi-annually and mature on May 15, 2031, unless earlier converted, redeemed or repurchased.
Holders can convert at an initial rate of 3.7202 shares per $1,000 principal amount, implying an initial conversion price of about $268.80 per share, with customary adjustment and make-whole provisions. The company may redeem the notes, in whole or in part, on or after May 21, 2029 if its share price exceeds 130% of the conversion price, subject to minimum size conditions.
Willis Lease also facilitated a concurrent delta placement of 281,250 borrowed shares for investors’ hedging; it received no proceeds and issued no new shares. An amendment to the revolving credit facility was executed to permit issuance of the notes.
Four Tree Island Advisory LLC urges WLFC stockholders to oppose most items at the Annual Meeting, arguing the board seeks to triple authorized shares (Proposal 2) and that a recent convertible note issuance materially harmed shareholder value. The letter cites a May 13, 2026 share close of $211.67, a two‑day later close of $180.03 (about 15% decline), an alleged market cap impact of roughly $255 million, plus $6.0 million underwriting fee and $0.9 million offering expenses. The firm highlights the notes' $268.80 conversion price and an asserted ~9.3% potential dilution of the current fully diluted share count if conversion occurs.
The communication recommends voting AGAINST all proposals except the auditor ratification, citing concerns about dilution, stock‑based compensation, board governance, and the convertible financing's economic effect.