Form 4 for WLFC WILLIS LEASE FINANCE CORP
Accepted 2023-11-14 00:00:00 ET · period of report 2023-11-09 · accession 0000905148-23-001451 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| M | 2023-11-14 | 2023-11-09 | WLFC | WILLIS CHARLES F IV | Executive COB, Dir, 10% | S - Sale | $43.00 | -3,000 | 975.1K | -0.3% | -$129.0K |
| 2023-11-14 | 2023-11-10 | WLFC | WILLIS CHARLES F IV | Executive COB, Dir, 10% | F - Tax | $43.59 | -3,895 | 971.2K | -0.4% | -$169.8K | |
| M | 2023-11-14 | 2023-11-13 | WLFC | WILLIS CHARLES F IV | Executive COB, Dir, 10% | G - Gift | $0.00 | -17.5K | 963.2K | -2% | $0 |
| I | 2023-11-14 | 2023-11-13 | WLFC | WILLIS CHARLES F IV | Executive COB, Dir, 10% | G - Gift | $0.00 | +2,000 | 11.5K | +21% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2023-11-09 | S | D | 2,790 | $42.94 | 975,327 | D Spouse | — | — | (F1) This transaction was executed in multiple trades at prices ranging from $42.61 to $43.55, 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 (1) of this Form 4. (F9) Charlotte Montressor Willis. |
| 2 | Common | Common Stock | 2023-11-09 | S | D | 210 | $43.79 | 975,117 | D | — | — | (F2) This transaction was executed in multiple trades at prices ranging from $43.76 to $43.82, 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. |
| 3 | Common | Common Stock | 2023-11-10 | F | D | 3,895 | $43.59 | 971,222 | D | — | — | (F3) Return to issuer of previously restricted shares to satisfy withholding tax liability. |
| 4 | Common | Common Stock | 2023-11-13 | G | D | 3,500 | $0.00 | 959,722 | D | — | — | (F5) Gift of shares to Justin Y. Brown 2019 Trust, Austin Willis Trustee. |
| 5 | Common | Common Stock | 2023-11-13 | G | D | 3,500 | $0.00 | 956,222 | D | — | — | (F6) Gift of shares to Phoebe W. Brown 2019 Trust, Austin Willis Trustee. |
| 6 | Common | Common Stock | 2023-11-13 | G | D | 2,000 | $0.00 | 954,222 | D | — | — | (F7) Gift of shares to Charlotte Montressor Willis. |
| 7 | Common | Common Stock | 2023-11-13 | G | A | 2,000 | $0.00 | 11,498 | I | — | — | (F7) Gift of shares to Charlotte Montressor Willis. |
| 8 | Common | Common Stock | 2023-11-13 | G | D | 500 | $0.00 | 953,722 | D | — | — | (F8) Gift of shares to George Gifford. |
| 9 | Common | Common Stock | 2023-11-13 | G | D | 8,000 | $0.00 | 963,222 | D | — | — | (F4) Gift of shares to Charles F. Willis V 2019 Trust, Austin Willis Trustee. |