WILLIS CHARLES F IV 4
Research Summary
AI-generated summary
Willis Lease Finance (WLFC) 10% Owner Willis Charles F IV Sells Shares
What Happened
Willis Charles F IV, reported as a 10% owner of Willis Lease Finance Corp. (WLFC), sold a total of 15,997 shares in open-market/private sales between March 25–27, 2026 for aggregate proceeds of approximately $2,743,090. Sales by date: Mar 25 — 2,000 shares for $353,489; Mar 26 — 4,270 shares for $735,152; Mar 27 — 9,727 shares for $1,654,449. Individual reported prices ranged roughly from $168.02 to $177.57, with several transactions reported as weighted-average prices reflecting multiple trades.
Key Details
- Transaction dates: March 25–27, 2026; Form 4 filed 2026-03-27.
- Total shares sold: 15,997; total proceeds: ~$2,743,090.
- Reported sale prices: examples include $175.92, $177.57, $171.35, $172.32, $173.50, $175.18, $168.02, $168.99, $170.26, $170.90; many entries use weighted-average prices because each was executed in multiple trades (see footnotes F1–F8).
- Footnotes: F1–F8 note multi-trade price ranges and that the reported price is a weighted average; F10 references the Wilder Grace Willis 2016 Trust; F9 references Charlotte Montressor Willis.
- Shares owned after transaction: not stated in the provided excerpt.
- Filing timeliness: Form filed March 27, 2026 (covers trades March 25–27); no late-filing flag shown in the excerpt.
Context
This is a sale by a 10% owner (not necessarily an executive), executed over multiple trades/days. Sales are commonly routine (liquidity, tax planning, trust distributions, etc.) and do not by themselves indicate company fundamentals. Purchases generally carry more direct signaling than sales; this filing simply documents the disposition and the amounts involved.