4//SEC Filing
WILLIS CHARLES F IV 4
Accession 0000905148-26-000062
CIK 0001018164other
Filed
Jan 5, 7:00 PM ET
Accepted
Jan 6, 4:24 PM ET
Size
11.1 KB
Accession
0000905148-26-000062
Insider Transaction Report
Form 4
WILLIS CHARLES F IV
DirectorExecutive Chairman10% Owner
Transactions
- Award
Common Stock
2026-01-02$134.12/sh+19,982$2,679,986→ 947,028 total - Tax Payment
Common Stock
2026-01-02$134.12/sh−1,740$233,369→ 945,288 total - Award
Performance-based Restricted Stock Award
2026-01-02$134.12/sh+29,974$4,020,113→ 29,974 total→ Common Stock (29,974 underlying)
Holdings
- 13,798(indirect: By Spouse)
Common Stock
- 2,134,148(indirect: CFW Partners)
Common Stock
- 584(indirect: Granddaughter)
Common Stock
Footnotes (5)
- [F1]Restrictive Stock Grant vesting over three years.
- [F2]Return to issuer of previously restricted shares to satisfy withholding tax liability.
- [F3]Charlotte Montressor Willis.
- [F4]Wilder Grace Willis 2016 Trust.
- [F5]Grant of performance-based restricted stock award ("PSA") subject to performance-based and time-based vesting over three years. Performance-based vesting criteria include a combination of return on equity and combined value of the issuer's businesses and its fund, joint venture, and managed portfolios. Each PSA represents a contingent right to receive one share of the Issuer's common stock to the extent the performance-based criteria is met. Reported amount assumes 100% performance-based vesting, but actual number of PSAs earned may be 25% more or less than the reported amount, depending on the extent to which the performance-based vesting criteria are met or not met.
Documents
Issuer
WILLIS LEASE FINANCE CORP
CIK 0001018164
Entity typeother
Related Parties
1- filerCIK 0001033309
Filing Metadata
- Form type
- 4
- Filed
- Jan 5, 7:00 PM ET
- Accepted
- Jan 6, 4:24 PM ET
- Size
- 11.1 KB