Form 4/A for WLFC WILLIS LEASE FINANCE CORP
Accepted 2026-01-07 00:00:00 ET · period of report 2026-01-02 · accession 0002070403-26-000005 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DA | 2026-01-07 | 2026-01-02 | WLFC | Dameron Clifton | SVP, GC, Corp. Sec | F - Tax | $134.12 | -320 | 12.3K | -3% | -$42.9K |
| DA | 2026-01-07 | 2026-01-02 | WLFC | Dameron Clifton | SVP, GC, Corp. Sec | A - Grant | $134.12 | +4,474 | 12.7K | +55% | +$600.1K |
| DA | 2026-01-07 | 2026-01-02 | WLFC | Dameron Clifton | SVP, GC, Corp. Sec | A - Grant | $134.12 | +6,710 | 6,710 | New | +$899.9K |
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 | 2026-01-02 | F | D | 320 | $134.12 | 12,336 | D | — | — | (F2) Return to issuer of previously restricted shares to satisfy withholding tax liability. |
| 2 | Common | Common Stock | 2026-01-02 | A | A | 4,474 | $134.12 | 12,656 | D | — | — | (F1) Restrictive Stock Grant vesting over three years. |
| 3 | Derivative | Performance-based Restricted Stock Award | 2026-01-02 | A | A | 6,710 | $134.12 | 6,710 | D | — · — to — | 6,710 Common Stock | (F4) This Form 4/A is being filed to amend the price reported in Table II, Box 8 of the originally filed Form 4. No other information reported in the original Form 4 has been changed. (F3) 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. |