4//SEC Filing
Willis Austin Chandler 4
Accession 0000905148-26-000063
CIK 0001018164other
Filed
Jan 5, 7:00 PM ET
Accepted
Jan 6, 4:24 PM ET
Size
20.1 KB
Accession
0000905148-26-000063
Insider Transaction Report
Form 4
Willis Austin Chandler
DirectorChief Executive Officer10% Owner
Transactions
- Sale
Common Stock
2026-01-02$132.57/sh−700$92,796→ 176,973 total - Sale
Common Stock
2026-01-02$133.45/sh−2,600$346,983→ 174,373 total - Sale
Common Stock
2026-01-02$134.80/sh−100$13,480→ 174,273 total - Award
Common Stock
2026-01-02$134.12/sh+14,912$1,999,997→ 189,185 total - Tax Payment
Common Stock
2026-01-02$134.12/sh−1,039$139,351→ 188,146 total - Award
Performance-based Restricted Stock Award
2026-01-02$134.12/sh+22,368$2,999,996→ 22,368 total→ Common Stock (22,368 underlying)
Holdings
- 1,822(indirect: Son)
Common Stock
- 1,822(indirect: Daughter)
Common Stock
- 22,322(indirect: Brother)
Common Stock
- 3,449(indirect: By Trust)
Common Stock
- 8,692(indirect: By Trust)
Common Stock
- 232,715(indirect: By Trust)
Common Stock
- 405,488(indirect: CFW Partners)
Common Stock
Footnotes (14)
- [F1]The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 3, 2025.
- [F10]Charles F. Willis V 2016 Trust, Austin Willis Trustee.
- [F11]2019 Willis Family Trust, Austin Willis Trustee.
- [F12]Includes 213,415 shares having shared voting power of CFW Partners with Charles F. Willis IV.
- [F13]Shared voting power of CFW Partners with Charles F. Willis IV.
- [F14]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.
- [F2]This transaction was executed in multiple trades at prices ranging from $132.18 to $132.89, 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 $133.33 to $133.85, 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]Restrictive Stock Grant vesting over three years.
- [F5]Return to issuer of previously restricted shares to satisfy withholding tax liability.
- [F6]Rooster A. Willis 2019 Trust, Austin Willis Trustee.
- [F7]Wilder Grace Willis 2019 Trust, Austin Willis Trustee.
- [F8]Charles F. Willis V 2019 Trust, Austin Willis Trustee.
- [F9]Austin C. Willis 2019 Irrevocable Trust, Mary Willis Trustee.
Documents
Issuer
WILLIS LEASE FINANCE CORP
CIK 0001018164
Entity typeother
Related Parties
1- filerCIK 0001453104
Filing Metadata
- Form type
- 4
- Filed
- Jan 5, 7:00 PM ET
- Accepted
- Jan 6, 4:24 PM ET
- Size
- 20.1 KB