Willis Lease Finance Corp: Ownership Update

TL;DR

CFW Partners (Charles F. Willis IV) filed an ownership update for Willis Lease Finance Corp. - Amendment 34.

AI Summary

Charles F. Willis IV, through CFW Partners, L.P., has amended their Schedule 13D filing on April 1, 2024, regarding their holdings in Willis Lease Finance Corporation. The filing indicates a change in the reporting person's status or holdings, as this is Amendment No. 34 to the original filing.

Why It Matters

This filing signals a potential shift in control or significant shareholder activity for Willis Lease Finance Corporation, which could impact its stock price and strategic direction.

Risk Assessment

Risk Level: medium — Schedule 13D filings, especially amendments, can indicate significant changes in a company's ownership structure, potentially leading to volatility.

Key Numbers

• 34 — Amendment Number (Indicates this is a significant update to previous filings.)

Key Players & Entities

• Charles F. Willis IV (person) — Reporting Person
• CFW Partners, L.P. (company) — Filing Entity
• Willis Lease Finance Corporation (company) — Subject Company

FAQ

Key Financial Figures

• $0.01 — respect to the Common Stock, par value $0.01 per share (the " Shares "), issued by W
• $48.78 — ding tax liability, based on a price of $48.78 per Share, which were disposed of by th
• $48.34 — multiple trades at prices ranging from $48.34 to $49.20, inclusive. The price reporte
• $49 — trades at prices ranging from $48.34 to $49.20, inclusive. The price reported above
• $47.525 — multiple trades at prices ranging from $47.525 to $48.275, inclusive. The price report
• $48 — rades at prices ranging from $47.525 to $48.275, inclusive. The price reported abov
• $47.25 — multiple trades at prices ranging from $47.25 to $48.00, inclusive. The price reporte
• $48.33 — multiple trades at prices ranging from $48.33 to $48.36, inclusive. The price reporte
• $47.26 — multiple trades at prices ranging from $47.26 to $47.98, inclusive. The price reporte
• $47 — trades at prices ranging from $47.26 to $47.98, inclusive. The price reported above
• $47.60 — multiple trades at prices ranging from $47.60 to $48.32, inclusive. The price reporte
• $47.18 — multiple trades at prices ranging from $47.18 to $48.07, inclusive. The price reporte
• $48.19 — multiple trades at prices ranging from $48.19 to $49.17, inclusive. The price reporte
• $49.30 — multiple trades at prices ranging from $49.30 to $49.60, inclusive. The price reporte
• $49.47 — multiple trades at prices ranging from $49.47 to $50.155, inclusive. The price report

Filing Documents

• ef20026027_sc13da.htm (SC 13D/A) — 159KB
• ef20026027_ex99-1.htm (EX-99.1) — 6KB
• 0001140361-24-017712.txt ( ) — 167KB

of the 13D is hereby amended to add the following

Item 5 of the 13D is hereby amended to add the following: (a) As of April 1, 2024, the Reporting Persons beneficially owned the following Shares: CFW Partners: 2,134,148 Charles F. Willis, IV: 3,131,263 Austin C. Willis: 859,119 (b) As of April 1, 2024, the Reporting Persons had the power to vote, dispose of, or direct the vote or disposition of the following Shares: CFW Partners: Sole Voting Power 0 Shared Voting Power 2,134,148 Sole Dispositive Power 0 Shared Dispositive Power 2,134,148 Total beneficially owned 2,134,148 Charles F. Willis, IV: Sole Voting Power 985,033 Shared Voting Power 2,146,230 Sole Dispositive Power 823,100 Shared Dispositive Power 1,984,297 Total beneficially owned 3,131,263 Austin C. Willis: Sole Voting Power 212,224 Shared Voting Power 646,895 Sole Dispositive Power 128,911 Shared Dispositive Power 0 Total beneficially owned 859,119 (c) On April 1, 2024, the Reporting Persons were granted an aggregate 181,700 Shares representing unvested restricted stock awards, which are held by the Reporting Persons as follows: Mr. Charles F. Willis, IV was granted 115,000 Shares representing unvested restricted stock awards and Mr. Austin Chandler Willis was granted 66,700 Shares representing unvested restricted stock awards. Also on April 1, 2024, the Reporting Persons returned an aggregate 57,647 Shares to the Issuer to satisfy withholding tax liability, based on a price of $48.78 per Share, which were disposed of by the Reporting Persons as follows: Mr. Charles F. Willis, IV returned 38,544 Shares to the Issuer on such date and Mr. Austin Chandler Willis returned 19,103 Shares to the Issuer on such date. In addition, t he following table sets forth descriptions of Shares sold in the open market through a broker effected during the past sixty days by the Reporting Persons: Reporting Person Transaction Date Number of Shares Sold Price Per Share Where/How Effected Charles F. Willis, IV February 1, 2024

is hereby amended and supplemented by adding the following exhibit as the last exhibit of Item 7 of the 13D

Item 7 is hereby amended and supplemented by adding the following exhibit as the last exhibit of Item 7 of the 13D: 1 . Joint Filing Agreement April 3, 2024 CUSIP NO. 970646 10 5 Page 7 of 7 Pages

SIGNATURES

SIGNATURES After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this Statement is true, complete, and correct. CFW PARTNERS, L.P. Date: April 3, 2024 By: /s/ Charles F. Willis, IV Charles F. Willis, IV its General Partner Date: April 3, 2024 By: /s/ Charles F. Willis, IV Charles F. Willis, IV Date: April 3, 2024 By: /s/ Austin Chandler Willis Austin Chandler Willis

View Full Filing

View this SC 13D/A filing on SEC EDGAR