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Ownership Document |
Schema Version: X0508 |
Document Type: 4 |
Period of Report: 4/1/24 |
Issuer: |
| Issuer CIK: 1018164 |
| Issuer Name: WILLIS LEASE FINANCE CORP |
| Issuer Trading Symbol: WLFC |
Reporting Owner: |
| Reporting Owner ID: |
| | Owner CIK: 1453104 |
| | Owner Name: Willis Austin Chandler |
| Reporting Owner Address: |
| | Owner Street 1: 4700 LYONS TECHNOLOGY PARKWAY |
| | Owner Street 2: |
| | Owner City: COCONUT CREEK |
| | Owner State: FL |
| | Owner ZIP Code: 33073 |
| | Owner State Description: |
| Reporting Owner Relationship: |
| | Is Director? Yes |
| | Is Officer? Yes |
| | Officer Title: Chief Executive Officer |
Aff 10b5 One? No |
Non-Derivative Table: |
| Non-Derivative Transaction: |
| | Security Title: |
| | | Value: Common Stock |
| | Transaction Date: |
| | | Value: 4/1/24 |
| | Transaction Coding: |
| | | Transaction Form Type: 4 |
| | | Transaction Code: A |
| | | Equity Swap Involved? No |
| | Transaction Amounts: |
| | | Transaction Shares: |
| Value: 23,200 |
| Footnote ID: F1 |
| | | Transaction Price Per Share: |
| Value: 48.78 |
| | | Transaction Acquired-Disposed Code: |
| Value: A |
| | Post-Transaction Amounts: |
| | | Shares Owned Following Transaction: |
| Value: 139,835 |
| | Ownership Nature: |
| | | Direct or Indirect Ownership: |
| Value: D |
| Non-Derivative Transaction: |
| | Security Title: |
| | | Value: Common Stock |
| | Transaction Date: |
| | | Value: 4/1/24 |
| | Transaction Coding: |
| | | Transaction Form Type: 4 |
| | | Transaction Code: A |
| | | Equity Swap Involved? No |
| | Transaction Amounts: |
| | | Transaction Shares: |
| Value: 43,500 |
| Footnote ID: F2 |
| | | Transaction Price Per Share: |
| Value: 48.78 |
| | | Transaction Acquired-Disposed Code: |
| Value: A |
| | Post-Transaction Amounts: |
| | | Shares Owned Following Transaction: |
| Value: 183,335 |
| | Ownership Nature: |
| | | Direct or Indirect Ownership: |
| Value: D |
| Non-Derivative Transaction: |
| | Security Title: |
| | | Value: Common Stock |
| | Transaction Date: |
| | | Value: 4/1/24 |
| | Transaction Coding: |
| | | Transaction Form Type: 4 |
| | | Transaction Code: F |
| | | Equity Swap Involved? No |
| | Transaction Amounts: |
| | | Transaction Shares: |
| Value: 19,103 |
| Footnote ID: F3 |
| | | Transaction Price Per Share: |
| Value: 48.78 |
| | | Transaction Acquired-Disposed Code: |
| Value: D |
| | Post-Transaction Amounts: |
| | | Shares Owned Following Transaction: |
| Value: 164,232 |
| | Ownership Nature: |
| | | Direct or Indirect Ownership: |
| Value: D |
| Non-Derivative Holding: |
| | Security Title: |
| | | Value: Common Stock |
| | Post-Transaction Amounts: |
| | | Shares Owned Following Transaction: |
| Value: 15,922 |
| | Ownership Nature: |
| | | Direct or Indirect Ownership: |
| Value: I |
| | | Nature of Ownership: |
| Value: Brother |
| Footnote ID: F4 |
| Non-Derivative Holding: |
| | Security Title: |
| | | Value: Common Stock |
| | Post-Transaction Amounts: |
| | | Shares Owned Following Transaction: |
| Value: 5,337 |
| | Ownership Nature: |
| | | Direct or Indirect Ownership: |
| Value: I |
| | | Nature of Ownership: |
| Value: Son |
| Footnote ID: F5 |
| Non-Derivative Holding: |
| | Security Title: |
| | | Value: Common Stock |
| | Post-Transaction Amounts: |
| | | Shares Owned Following Transaction: |
| Value: 2,654 |
| | Ownership Nature: |
| | | Direct or Indirect Ownership: |
| Value: I |
| | | Nature of Ownership: |
| Value: Austin C. Willis 2019 Irrevocable Trust |
| Footnote ID: F6 |
| Non-Derivative Holding: |
| | Security Title: |
| | | Value: Common Stock |
| | Post-Transaction Amounts: |
| | | Shares Owned Following Transaction: |
| Value: 8,692 |
| | Ownership Nature: |
| | | Direct or Indirect Ownership: |
| Value: I |
| | | Nature of Ownership: |
| Value: CFW V 2016 Trust |
| Footnote ID: F7 |
| Non-Derivative Holding: |
| | Security Title: |
| | | Value: Common Stock |
| | Post-Transaction Amounts: |
| | | Shares Owned Following Transaction: |
| Value: 232,715 |
| | Ownership Nature: |
| | | Direct or Indirect Ownership: |
| Value: I |
| | | Nature of Ownership: |
| Value: 2019 Willis Family Trust |
| Footnote ID: F8 |
| Footnote ID: F9 |
| Non-Derivative Holding: |
| | Security Title: |
| | | Value: Common Stock |
| | Post-Transaction Amounts: |
| | | Shares Owned Following Transaction: |
| Value: 405,488 |
| | Ownership Nature: |
| | | Direct or Indirect Ownership: |
| Value: I |
| | | Nature of Ownership: |
| Value: CFW Partners |
| Footnote ID: F10 |
| Non-Derivative Holding: |
| | Security Title: |
| | | Value: Common Stock |
| | Post-Transaction Amounts: |
| | | Shares Owned Following Transaction: |
| Value: 5,337 |
| | Ownership Nature: |
| | | Direct or Indirect Ownership: |
| Value: I |
| | | Nature of Ownership: |
| Value: Daughter |
| Footnote ID: F11 |
Footnotes: |
| Footnote - F1: Restrictive Stock Grant vesting over three years. |
| Footnote - F2: Performance Stock Grant vesting over two years. |
| Footnote - F3: Return to issuer of previously restricted shares to satisfy withholding tax liability. |
| Footnote - F4: Charles F. Willis V 2019 Trust, Austin Willis Trustee. |
| Footnote - F5: Rooster A. Willis 2019 Trust, Austin Willis Trustee. |
| Footnote - F6: Austin C. Willis 2019 Irrevocable Trust, Mary Willis Trustee. |
| Footnote - F7: Charles F. Willis V 2016 Trust, Austin Willis Trustee. |
| Footnote - F8: 2019 Willis Family Trust, Austin Willis Trustee. |
| Footnote - F9: Includes 213,415 shares having shared voting power of CFW Partners with Charles F. Willis IV. |
| Footnote - F10: Shared voting power of CFW Partners with Charles F. Willis IV. |
| Footnote - F11: Wilder Grace Willis 2019 Trust, Austin Willis Trustee. |
Owner Signature: |
| Signature Name: /s/ Austin C. Willis |
| Signature Date: 4/3/24 |