Beta72% was sold under disclosed trading plans, 28% with no plan disclosed. The largest seller, Charles Willis IV (Executive Chairman, Director), sold $12.8M.Share-of-stake figures for this company are being verified and will be added when that check is finished. Why
A share of stake is shown for 0 of the 5 officers and directors who sold. 9 are left out Disclosed company stock is not an insider's whole wealth.i
Left out: Charles Willis IV, Austin Willis, Dean Poulakidas, Brian Hole, Scott Flaherty, Brendan Curran, Clifton Dameron, Colm Barrington and Stephen Jones (share of stake is being verified).
Officers and directors, past 12 months. Their share of stake is being verified and is not shown yet; amounts and trading plans are below.
Officers and directors, Oct 2025 to Oct 2026. Each sale is counted once: under a disclosed plan, else to cover taxes, else no plan disclosed.
| Who | Shares | Price | % of total stake | Total stake after | Trade date | Filed |
|---|---|---|---|---|---|---|
| Clifton Dameron SVP, GC & Corporate Secretary | 1,420 | $47.80 | n/a | n/a | Oct 1, 2026 | Oct 2, 2026 |
"% of total stake" is the shares in an event against all the vested shares the person held that day, across every share class and holding entity, after that day's vesting. "n/a" means the person's holdings are not confirmed, or the row is a purchase. "Holdings record incomplete" means more shares were sold than the filings show the person held that day, so a percentage would be wrong.
Yes. Austin Willis sold 133K shares ($7.6M) in the past 12 months, all of it under a trading plan disclosed in the filings.
Filings rarely give a reason, and we don't guess at one. What they show is how the sales were made: 72% of sales by value ran under 10b5-1 trading plans disclosed in the filings and 28% had no disclosed plan. A trading plan schedules sales in advance.
No. Officers and directors reported no purchases in the past 12 months.
| Who sold | Amount | % of holdings | Trading plan |
|---|---|---|---|
| Charles Willis IV Executive Chairman, Director | $12.8M 228K shares | Not confirmedshare of stake is being verified. Why | 66% under a disclosed plan 34% no plan disclosed |
| Austin Willis President and CEO, Director | $7.6M 133K shares | Not confirmedshare of stake is being verified. Why | Disclosed plan |
| Scott Flaherty EVP, CFO | $1.6M 30K shares | Not confirmedshare of stake is being verified. Why | No plan disclosed |
| Clifton Dameron SVP, GC & Corporate Secretary | $201K 3.5K shares | Not confirmedshare of stake is being verified. Why | No plan disclosed |
| Stephen Jones Director | $98K 1.8K shares | Not confirmedshare of stake is being verified. Why | No plan disclosed |
Vested shares across all share classes, held directly and through trusts, LLCs and family members, as reported on SEC Forms 3, 4 and 5. Unvested awards and options are never counted as owned shares.
| Insider | Held Oct 16, 2025 | Sold | Held Oct 16, 2026 | Still held | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Charles Willis IV!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Charles Willis IV are complete. Executive Chairman, Director | n/a | −228K | n/a | n/a | ||||||||||||
Vesting, gifts, unvested awards and holding lines for Charles Willis IVHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Charles Willis IV are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) −155Kwithheld by the company for taxes Stock options (not counted as shares):
Estimate: options held × ($53.56 − strike price), using the most recent insider trade price on Form 4 (Sep 15, 2026), not a market close. | ||||||||||||||||
Austin Willis!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Austin Willis are complete. President and CEO, Director | n/a | −133K | n/a | n/a | ||||||||||||
Vesting, gifts, unvested awards and holding lines for Austin WillisHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Austin Willis are complete; balances and unit counts will be added when the check is finished. −2.4Kgifted (net of own trusts) −79Kwithheld by the company for taxes | ||||||||||||||||
Dean Poulakidas!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Dean Poulakidas are complete. EVP, Gen. Counsel, Secretary | n/a | 0 | n/a | n/a | ||||||||||||
Vesting, gifts, unvested awards and holding lines for Dean PoulakidasHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Dean Poulakidas are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||||||||||||||
Brian Hole!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Brian Hole are complete. President | n/a | 0 | n/a | n/a | ||||||||||||
Vesting, gifts, unvested awards and holding lines for Brian HoleHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Brian Hole are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) −2.1Kwithheld by the company for taxes | ||||||||||||||||
Scott Flaherty!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Scott Flaherty are complete. EVP, CFO | n/a | −30K | n/a | n/a | ||||||||||||
Vesting, gifts, unvested awards and holding lines for Scott FlahertyHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Scott Flaherty are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) −50Kwithheld by the company for taxes | ||||||||||||||||
Brendan Curran!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Brendan Curran are complete. Director | n/a | 0 | n/a | n/a | ||||||||||||
Vesting, gifts, unvested awards and holding lines for Brendan CurranHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Brendan Curran are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||||||||||||||
Clifton Dameron!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Clifton Dameron are complete. SVP, GC & Corporate Secretary | n/a | −3.5K | n/a | n/a | ||||||||||||
Vesting, gifts, unvested awards and holding lines for Clifton DameronHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Clifton Dameron are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) −4.9Kwithheld by the company for taxes | ||||||||||||||||
Colm Barrington!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Colm Barrington are complete. Director | n/a | 0 | n/a | n/a | ||||||||||||
Vesting, gifts, unvested awards and holding lines for Colm BarringtonHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Colm Barrington are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||||||||||||||
Stephen Jones!Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Stephen Jones are complete. Director | n/a | −1.8K | n/a | n/a | ||||||||||||
Vesting, gifts, unvested awards and holding lines for Stephen JonesHoldings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Stephen Jones are complete; balances and unit counts will be added when the check is finished. 0gifted (net of own trusts) | ||||||||||||||||
Holdings and share of stake for Willis Lease Finance Corp are being verified, so no balances, unit counts or percentages are shown. Sales, proceeds, plan and tax status, titles and dates come straight from individual filings.
Officer and director open-market sales: $22.3M across 396,262 shares. Plan status and stated purpose are separate questions, and a sale can have both.
The lighter segment is sales with no plan disclosed in the filing ($6.2M), including tax-related sales outside a plan.
Sales with no 10b5-1 plan and no tax reference in the filing. $4.3M of it is Charles Willis IV. No plan disclosed is a statement about the filing, not about why the sale happened. Largest such sale: Scott Flaherty, Sep 14, 2026
291,211 shares ($16.8M) were withheld by the company for taxes, which isn't a market sale.
| Seller | Shares sold | Proceeds | Under a disclosed plan | Share of total | Sales dates |
|---|---|---|---|---|---|
| Charles Willis IV Executive Chairman, Director | 228K | $12.8M | 66% | 57% | Mar 18, 2026 to Aug 31, 2026 |
| Austin Willis President and CEO, Director | 133K | $7.6M | 100% | 34% | Nov 3, 2025 to Sep 1, 2026 |
| Scott Flaherty EVP, CFO | 30K | $1.6M | 0% | 7% | Sep 11, 2026 to Sep 15, 2026 |
| Clifton Dameron SVP, GC & Corporate Secretary | 3.5K | $201K | 0% | 0.9% | Aug 14, 2026 to Aug 14, 2026 |
| Stephen Jones Director | 1.8K | $98K | 0% | 0.4% | Mar 17, 2026 to Mar 17, 2026 |
| Month | Sale proceeds | Disclosed plan | To cover taxes | No plan disclosed |
|---|---|---|---|---|
| Oct 2025 | $0 | $0 | $0 | $0 |
| Nov 2025 | $772K | $772K | $0 | $0 |
| Dec 2025 | $734K | $734K | $0 | $0 |
| Jan 2026 | $453K | $453K | $0 | $0 |
| Feb 2026 | $632K | $632K | $0 | $0 |
| Mar 2026 | $5.0M | $666K | $0 | $4.4M |
| Apr 2026 | $590K | $590K | $0 | $0 |
| May 2026 | $655K | $655K | $0 | $0 |
| Jun 2026 | $0 | $0 | $0 | $0 |
| Jul 2026 | $1.2M | $1.2M | $0 | $0 |
| Aug 2026 | $9.8M | $9.6M | $0 | $222K |
| Sep 2026 | $2.4M | $809K | $0 | $1.6M |
| Oct 2026 | $0 | $0 | $0 | $0 |
In line with the past 5 years. 5 insiders sold; the average is 5 a year.
| 12 months ending | Shares sold | Insiders who sold | Proceeds |
|---|---|---|---|
| Oct 16, 2026 Latest 12 months | 396K | 5 | $22.3M |
| Oct 16, 2025 1 year earlier | 662K | 6 | $38.3M |
| Oct 16, 2024 2 years earlier | 710K | 7 | $16.5M |
| Oct 17, 2023 3 years earlier | 74K | 4 | $1.0M |
| Oct 17, 2022 4 years earlier | 251K | 4 | $3.0M |
| Oct 17, 2021 5 years earlier | 179K | 4 | $2.1M |
Open-market sales (Form 4 code S) by people who were officers or directors, in split-adjusted shares. Earlier years include people who have since left. A sale that an outside holder also reports (a family trust, a fund) is counted with outside holders in every year. Shares, not dollars, are compared, so a change in the stock price doesn't look like a change in selling. Years the filings don't fully cover are shown but left out of the average.
Holdings and share of stake are being verified. Balances, unit counts and every share-of-stake figure for Willis Lease Finance Corp are held back until that check is finished. Sales, proceeds, plan and tax status, titles and dates come straight from individual filings and are complete.
External context: we only cite outside events when a documented connection exists. None is shown for this period.
All 1,465 Forms 3, 4 and 5 on record for Willis Lease Finance Corp (SEC CIK 1018164), filed from Dec 11, 2000 to Oct 2, 2026; 47 of them were filed in the 12 months this page covers, retrieved from SEC EDGAR on Oct 16, 2026. Prices are the ones reported in each filing, often weighted averages. 2 older filings exist only on paper and could not be read.
Probable 3-for-1 stock split on or before Jul 21, 2026 (split date stated in a footnote). Splits aren't reported as transactions; 14 holding lines changed by exactly this ratio, so earlier share counts are restated.
Holdings. Each holding line (a share class plus an owner, such as a trust or LLC) carries its last reported balance forward. Entities first reported during the period start at zero, so transfers between an insider's own trusts don't count as selling. Lines not reported for three years or more are listed separately and left out of totals.
Sales. A sale counts as under a 10b5-1 plan if its footnote cites one or the filing's Rule 10b5-1 box is checked, and as tax-related if its footnote cites tax obligations or sell-to-cover. Shares withheld by the company for taxes are listed separately. Sales with neither attribute are labeled "no plan disclosed".
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