Welcome to our dedicated page for Willis Lease SEC filings (Ticker: WLFC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Willis Lease Finance Corporation (WLFC) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures, including current reports on Form 8-K and other key documents filed with the U.S. Securities and Exchange Commission. As a NASDAQ-listed lessor of commercial aircraft engines and a global provider of aviation services, WLFC uses SEC filings to report material financing transactions, executive compensation arrangements, joint venture credit facilities, dividend declarations and operating results.
Recent Form 8-K filings describe note purchase agreements and fixed rate note offerings issued by the company’s subsidiary, Willis Engine Structured Trust IX, secured by portfolios of aircraft engines and airframes. Other 8-Ks outline amendments to secured credit agreements for warehouse facilities, the establishment or expansion of revolving credit facilities for joint ventures such as Willis Mitsui & Co. Engine Support Limited, and the terms of employment agreements and stock option awards for senior executives.
Filings related to results of operations and financial condition reference quarterly earnings news releases, which detail revenue composition across lease rent, maintenance reserve revenue, spare parts and equipment sales, maintenance services and gains on sale of leased equipment. Additional filings document quarterly dividend declarations on WLFC common stock and provide information about conference calls discussing financial performance.
On this page, Stock Titan enhances WLFC’s SEC filings with AI-powered summaries that explain the main points of lengthy documents in clear language. Users can quickly see what a specific 8-K, 10-Q or 10-K covers, identify new credit facilities, note offerings or governance changes, and review disclosures related to the company’s engine leasing, asset management and aviation services platform. Real-time updates from EDGAR, combined with AI-generated highlights, help investors and researchers track Willis Lease Finance Corporation’s regulatory history, capital structure developments and key corporate events without reading every filing in full.
Willis Lease Finance Corp insiders updated their ownership disclosures in an amended Schedule 13D. As of April 3, 2026, CFW Partners, L.P. reports beneficial ownership of 2,134,148 common shares, representing 27.47% of the class. Charles F. Willis IV reports beneficial ownership of 3,359,547 shares, or 43.24%, including 300,000 shares underlying stock options. Austin C. Willis reports beneficial ownership of 869,100 shares, equal to 11.19% of the outstanding common stock.
The filing also notes a new Rule 10b5-1 trading plan for Austin C. Willis, allowing Merrill Lynch to sell up to 15,184 shares on his behalf starting July 1, 2026, with automatic termination on the earlier of September 30, 2026, completion of all sales under the plan, or earlier termination under its terms.
Willis Lease Finance Corp Executive Chairman Charles F. Willis IV used company shares to cover taxes, rather than selling stock on the market. On a tax-withholding transaction, 42,950 shares of common stock were returned to the issuer at $175.62 per share to satisfy a withholding tax liability on previously restricted shares.
After this non-market disposition, he holds 881,281 shares directly. He also has indirect ownership of 13,560 shares through his spouse, 2,134,148 shares through CFW Partners, and 584 shares held for a granddaughter, underscoring his continuing large stake in the company.
Willis Lease Finance Corp CEO Austin Chandler Willis reported share sales and tax-related dispositions of company stock. On April 1, 2026, he sold a total of 3,400 shares of common stock in open-market transactions at weighted average prices between $172.01 and $174.70 per share under a pre-arranged Rule 10b5-1 trading plan.
He also returned 24,595 previously restricted shares to the issuer to satisfy withholding tax liability, which is a non-market disposition. After these transactions, he directly held 158,880 shares of common stock, and continues to report additional indirect holdings through various family trusts and related entities, including 405,488 shares held indirectly through CFW Partners and 232,715 shares held indirectly through the 2019 Willis Family Trust.
Willis Lease Finance Corp executive Scott B. Flaherty reported a tax-related share disposition. On this Form 4, the EVP and CFO returned 15,808 shares of common stock to the company at a value of $175.62 per share to satisfy withholding tax liability on previously restricted shares. This was not an open-market sale, but a tax-withholding disposition back to the issuer. Following the transaction, he directly holds 81,392 shares of Willis Lease Finance Corp common stock.
Willis Lease Finance Corp Executive Chairman Charles F. Willis IV, a director and more than 10% owner, reported open-market sales of a total of 9,241 shares of common stock in March 2026. The sales occurred on March 18, 30 and 31 at weighted average prices ranging from $161.91 to $170.67 per share, based on multiple trade executions.
After these transactions, he directly held 924,231 shares of Willis Lease Finance common stock. The filing also shows indirect holdings, including 13,560 shares held by his spouse, 2,134,148 shares held through CFW Partners, and 584 shares held for a granddaughter as of March 18.
WLFC director reported proposed resale of 3,400 shares of Common Stock under Rule 144. The filing lists identical 3,400-share entries dated 04/01/2025 and shows three 3,400-share sales reported during the prior three months on 01/02/2026, 02/02/2026, and 03/02/2026. The transactions are labeled as compensation and cash in the excerpt.
Willis Lease Finance Corporation reported that its wholly owned subsidiary, Willis Warehouse Facility LLC, entered into a Credit Agreement Termination Agreement on March 26, 2026. This agreement terminates the warehouse credit agreement originally dated May 3, 2024, with Bank of America as facility agent, lenders party to the agreement, and Bank of Utah as administrative agent and security trustee.
The company plans to file the full termination agreement as an exhibit to its Form 10-Q for the period ended March 31, 2026. The report also includes the company’s standard caution that it may make forward-looking statements, which are subject to numerous business and economic uncertainties.
Willis Lease Finance Corporation filed an amendment to its 2025 annual report solely to add required Inline XBRL data files; no other information from the original filing was changed.
The company is a global lessor and servicer of commercial aircraft engines, aircraft and related parts. As of December 31, 2025, it held $2,801.7 million of equipment in its operating lease portfolio plus $139.9 million of notes receivable and $16.6 million of sales-type leases, representing 363 engines, 20 aircraft and one marine vessel. Non‑cancelable operating lease payments scheduled after 2025 totaled $525.9 million, and non‑cancelable notes and sales‑type lease receivables totaled $156.5 million on a discounted basis.
Willis Lease Finance Corporation has amended and extended its main revolving credit facility. Total lender commitments increased from $1.0 billion to $1.75 billion, and the facility’s maturity was pushed out to April 2031. The facility was oversubscribed by about $1.0 billion in excess commitments, signaling strong lender support. Management expects the added capacity, longer term and flexibility to help fund ongoing growth and diversification of its aircraft engine leasing and aviation services platform.
Willis Lease Finance Corp Executive Chairman Charles F. Willis IV reported open-market sales of 15,997 shares of common stock. The sales occurred over several trades between $168.02 and $177.57 per share. After these transactions, he holds 933,234 shares directly and additional indirect holdings through family and related entities. Several trades were executed in multiple lots, with prices reported as weighted averages.