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 Corporation is asking stockholders to vote at its 2026 virtual annual meeting on May 26, 2026. The agenda includes electing Class I director Stephen Jones, approving a forward stock split with higher authorized common and preferred shares, an advisory say-on-pay vote, ratifying Grant Thornton LLP as auditor, and a potential adjournment to solicit more votes for the charter amendment.
The company highlights over 40 years in aircraft engine leasing, a 22% increase in lease rent revenue in 2025 versus 2024, and $4.1 billion in assets under management. The board emphasizes recent additions of three independent directors and a leadership structure separating the Executive Chairman and CEO roles.
Willis Lease Finance Corporation announced it will release its financial results for the first quarter of 2026 before the market opens on May 5, 2026, and will host a conference call that day at 10:00 a.m. Eastern Time to discuss the results.
The company is providing investors with dial-in phone numbers, a webcast registration link, and notice that a digital replay will be available through its Investor Center website. The information is furnished under Regulation FD and not deemed filed for liability purposes.
Willis Lease Finance Corporation files a definitive proxy statement to solicit votes for its 2026 virtual Annual Meeting of Stockholders. The Board asks holders to elect one Class I director, approve an amendment to effect a forward stock split and increase authorized common and preferred shares (Proposal 2), approve executive compensation, ratify Grant Thornton LLP as auditor, and permit adjournment if needed to solicit additional votes for Proposal 2. The Board cites a 22% increase in lease rent revenue in 2025 and highlights an asset management expansion with the formation of Willis Aviation Capital and stated $4.1 billion in assets under management. The record date for voting is April 6, 2026 and the meeting will be held virtually on May 26, 2026.
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.