Willis Lease Finance Corp. 13D/A Filing Update

TL;DR

Willis Lease Finance Corp. 13D/A filed by Charles F. Willis IV, updating ownership as of 8/26.

AI Summary

Charles F. Willis IV filed an amendment (No. 35) to Schedule 13D on August 28, 2024, for Willis Lease Finance Corporation. The filing indicates a change in beneficial ownership as of August 26, 2024. The filing is related to the issuer's common stock.

Why It Matters

This filing updates ownership information for Willis Lease Finance Corporation, which could signal changes in control or investment strategy by a significant shareholder.

Risk Assessment

Risk Level: medium — Schedule 13D filings, especially amendments, often indicate significant changes in a major shareholder's stake or intentions, which can impact stock price and corporate strategy.

Key Players & Entities

• Willis Lease Finance Corporation (company) — Subject Company
• Charles F. Willis IV (person) — Filing Person
• August 26, 2024 (date) — Date of Event Which Requires Filing
• August 28, 2024 (date) — Filing Date

FAQ

Key Financial Figures

• $0.01 — respect to the Common Stock, par value $0.01 per share (the " Shares "), issued by W
• $107.56 — multiple trades at prices ranging from $107.56 to $108.51, inclusive. The price report
• $108 — rades at prices ranging from $107.56 to $108.51, inclusive. The price reported above
• $108.64 — multiple trades at prices ranging from $108.64 to $109.63, inclusive. The price report
• $109 — rades at prices ranging from $108.64 to $109.63, inclusive. The price reported above
• $109.67 — multiple trades at prices ranging from $109.67 to $110.66, inclusive. The price report
• $110 — rades at prices ranging from $109.67 to $110.66, inclusive. The price reported above
• $110.75 — multiple trades at prices ranging from $110.75 to $111.74, inclusive. The price report
• $111 — rades at prices ranging from $110.75 to $111.74, inclusive. The price reported above
• $112.87 — multiple trades at prices ranging from $112.87 to $112.99, inclusive. The price report
• $112 — rades at prices ranging from $112.87 to $112.99, inclusive. The price reported above
• $108.28 — multiple trades at prices ranging from $108.28 to $109.24, inclusive. The price report
• $109.32 — multiple trades at prices ranging from $109.32 to $110.255, inclusive. The price repor
• $110.44 — multiple trades at prices ranging from $110.44 to $111.01, inclusive. The price report
• $105.85 — multiple trades at prices ranging from $105.85 to $106.72, inclusive. The price report

Filing Documents

• sayw24082801_13da.htm (SC 13D/A) — 143KB
• ex99-1.htm (EX-99.1) — 6KB
• 0000905148-24-002393.txt ( ) — 150KB

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 August 27, 2024, the Reporting Persons beneficially owned the following Shares: CFW Partners: 2,134,148 Charles F. Willis, IV: 3,074,944 Austin C. Willis: 864,119 (b) As of August 27, 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 927,214 Shared Voting Power 2,147,730 Sole Dispositive Power 765,281 Shared Dispositive Power 1,985,797 Total beneficially owned 3,074,944 Austin C. Willis: Sole Voting Power 217,224 Shared Voting Power 646,895 Sole Dispositive Power 133,911 Shared Dispositive Power 0 Total beneficially owned 864,119 (c) 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 August 23, 2024 (397) $ 108.0323 (1) Charles F. Willis, IV August 23, 2024 (482) $ 109.11 (2) Charles F. Willis, IV August 23, 2024 (2,223) $ 110.2762 (3) Charles F. Willis, IV August 23, 2024 (3,316) $ 111.0615 (4) Charles F. Willis, IV August 23, 2024 (65) $ 112.9771 (5) Charles F. Willis, IV August 26, 2024 (6,027) $ 108.9158 (6) Charles F. Willis, IV August 26, 2024 (2,170) $ 109.5605 (7) Charles F. Willis, IV August 26, 2024 (473) $ 110.6995 (8) Charles F. Willis, IV August 27, 2024 (638) $ 106.2344 (9) Charles F. Willis, IV August 27, 2024 (629) $ 107.7357 (10) Charles F. Willis, IV August 27, 2024 (3,712) $ 108.9045 (11) Charles F. Willis, IV August 27, 2024 (1,187) $ 109.0969 (12) (1) This transaction was execute

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 August 28, 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: August 28, 2024 By: /s/ Charles F. Willis, IV Charles F. Willis, IV its General Partner Date: August 28, 2024 By: /s/ Charles F. Willis, IV Charles F. Willis, IV Date: August 28, 2024 By: /s/ Austin Chandler Willis Austin Chandler Willis

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View this SC 13D/A filing on SEC EDGAR