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| Keyboard |
| Willis Lease Finance Corp | |
|---|---|
| Ticker | WLFC |
| CIK # | 0001018164 |
| CUSIP | 970646105 |
| Sector | Trade & Services - Wholesale-Machinery, Equipment & Supplies |
| Address | 773 San Marin Drive Suite 2215, Novato, CA 94998 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001018164] | 10-K | |
| [0001018164] | 10-Q | |
| [0001018164] | 3 | |
| [0001018164] | 4 | |
| [0001018164] | 8-K | |
| [0001018164] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| M3 Partners LP | Willis Lease Finance Corp | [2021-04-01] | 5.7 |
| Renaissance Technologies LLC | Willis Lease Finance Corp | [2017-02-14] | 6.29 |
| M3 Partners LP | Willis Lease Finance Corp | [2015-03-23] | 5.7 |
| M3 Partners LP | Willis Lease Finance Corp | [2013-08-19] | 5.1 |
| Wellington Trust Co N A | Willis Lease Finance Corp | [2012-02-14] | 5.69 |
| Rutabaga Capital Management LLC/MA | Willis Lease Finance Corp | [2012-02-10] | 5.91 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Willis Charles F IV
Common Stock
|
2026-03-27 | Sell | 478 | $168.02 | 80,314 |
|
Willis Charles F IV
Common Stock
|
2026-03-27 | Sell | 2,066 | $170.90 | 353,079 |
|
Willis Charles F IV
Common Stock
|
2026-03-27 | Sell | 1,531 | $168.99 | 258,724 |
|
Willis Charles F IV
Common Stock
|
2026-03-27 | Sell | 5,652 | $170.26 | 962,310 |
|
Willis Charles F IV
Common Stock
|
2026-03-26 | Sell | 3,170 | $171.35 | 543,180 |
|
Willis Charles F IV
Common Stock
|
2026-03-26 | Sell | 200 | $172.32 | 34,464 |
|
Willis Charles F IV
Common Stock
|
2026-03-26 | Sell | 800 | $175.18 | 140,144 |
|
Willis Charles F IV
Common Stock
|
2026-03-26 | Sell | 100 | $173.50 | 17,350 |
|
Willis Charles F IV
Common Stock
|
2026-03-25 | Sell | 1,000 | $175.92 | 175,920 |
|
Willis Charles F IV
Common Stock
|
2026-03-25 | Sell | 1,000 | $177.57 | 177,570 |
|
Willis Charles F IV
Common Stock
|
2026-03-19 | Tax withheld | 5,590 | $170.53 | 953,263 |
|
Jones Stephen Francis
Common Stock
|
2026-03-17 | Sell | 587 | $167.26 | 98,182 |
|
Willis Charles F IV
Common Stock
|
2026-03-16 | Option exercise | 10,888 | ||
|
Willis Charles F IV
Performance-based Restricted Stock Award · derivative
|
2026-03-16 | Option exercise | 10,888 | ||
|
Dameron Clifton
Performance-based Restricted Stock Award · derivative
|
2026-03-16 | Option exercise | 2,635 | ||
|
Willis Charles F IV
Common Stock
|
2026-03-16 | Tax withheld | 1,355 | $167.18 | 226,529 |
|
Dameron Clifton
Common Stock
|
2026-03-16 | Tax withheld | 213 | $167.18 | 35,609 |
|
Willis Austin Chandler
Performance-based Restricted Stock Award · derivative
|
2026-03-16 | Option exercise | 6,315 | ||
|
Flaherty Scott B
Common Stock
|
2026-03-16 | Option exercise | 3,376 | ||
|
Willis Austin Chandler
Common Stock
|
2026-03-16 | Option exercise | 6,315 | ||
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 125 | 2,587,736 |
| 2025-12-31 | 113 | 2,718,028 |
| 2025-09-30 | 130 | 2,705,068 |
| 2025-06-30 | 113 | 2,867,275 |
| 2025-03-31 | 109 | 2,261,426 |
| 2024-12-31 | 105 | 2,255,412 |
| 2024-09-30 | 83 | 1,894,581 |
| 2024-06-30 | 65 | 1,777,470 |
| 2024-03-31 | 51 | 1,729,993 |
| 2023-12-31 | 50 | 1,684,855 |
| 2023-09-30 | 49 | 1,614,756 |
| 2023-06-30 | 46 | 1,592,242 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Alaska Retirement Management Board | [2026-06-30] | SOLE | 982 | 982 |
| Merit Financial Group LLC | [2026-06-30] | OTR | 0 | 847 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 95 |
| Merit Financial Group LLC | [2026-06-30] | SOLE | 0 | 79 |
| MassMutual Private Wealth & Trust FSB | [2026-06-30] | SOLE | 2 | 2 |
| Physician Wealth Advisors Inc | [2026-06-30] | SOLE | 0 | 1 |
| Corecap Advisors LLC | [2026-06-30] | SOLE | 0 | 1 |
| Gamma Investing LLC | [2026-06-30] | DFND | 1 | 1 |
| Hughes Financial Services LLC | [2026-06-30] | SOLE | 1 | 1 | Prev | Page 1 | Next |