Insider Trading April 3, 2026

Willis Lease Finance CEO Sells $590,067 in Shares as Company Undertakes Financing Moves

Willis Chandler executed a pre-arranged 10b5-1 plan sale April 1; company also reported mixed quarterly results and expanded its revolving credit facility

By Caleb Monroe WLFC
Willis Lease Finance CEO Sells $590,067 in Shares as Company Undertakes Financing Moves
WLFC

Willis Austin Chandler, CEO of Willis Lease Finance Corp (WLFC), sold $590,067 of common stock on April 1, 2026 under a pre-arranged 10b5-1 trading plan across three separate transactions. Simultaneously, Chandler disposed of an additional block of shares to satisfy withholding tax obligations. The company reported fourth-quarter results that missed earnings-per-share expectations but beat revenue, amended and extended its revolving credit facility from $1.0 billion to $1.75 billion, and disclosed termination of a material credit agreement for a subsidiary. An analyst increased the price target while maintaining a Buy rating.

Key Points

  • Willis Lease Finance CEO Willis Austin Chandler sold $590,067 in common stock on April 1, 2026 under a pre-arranged 10b5-1 plan across three transactions.
  • Chandler also disposed of 24,595 shares to satisfy withholding tax liability, valued at $4,319,373 at $175.62 per share; he now directly owns 158,880 shares.
  • Willis Lease reported fourth-quarter results that missed EPS estimates but beat revenue, amended and extended its revolving credit facility from $1.0 billion to $1.75 billion (maturing April 2031), and disclosed termination of a material credit agreement for a subsidiary; an analyst raised the price target to $190 and maintained a Buy rating.

Insider sale details

Willis Austin Chandler, Chief Executive Officer of Willis Lease Finance Corp (NASDAQ:WLFC), sold a total of $590,067 in company common stock on April 1, 2026, according to a recent SEC filing. The dispositions were carried out under a pre-arranged 10b5-1 trading plan and were executed in three separate transactions.

The individual transactions comprised:

  • Sale of 983 shares at a weighted average price of $172.49, with execution prices ranging from $172.01 to $172.96.
  • Sale of 1,230 shares at a weighted average price of $173.60, with execution prices ranging from $173.06 to $174.03.
  • Sale of 1,187 shares at a weighted average price of $174.37, with execution prices ranging from $174.07 to $174.70.

At the time of reporting, the company stock has climbed by nearly 30% over the past six months and is trading at $175.89.


Withholding-tax related disposition

In a separate transaction tied to tax obligations, Chandler disposed of 24,595 shares to cover withholding tax liability. That block was valued at $4,319,373 based on a price of $175.62 per share.


Post-transaction ownership

Following these transactions, Chandler directly holds 158,880 shares of Willis Lease Finance Corp.


Valuation and research note

According to InvestingPro analysis, the stock appears undervalued relative to its Fair Value, with further details available in the comprehensive Pro Research Report covering WLFC and more than 1,400 U.S. equities.


Recent financial and strategic developments

Willis Lease Finance Corporation reported fourth-quarter results that missed analysts' earnings-per-share expectations while exceeding revenue estimates. The company also disclosed several strategic funding updates.

Most notably, Willis Lease amended and extended its revolving credit facility, increasing total commitments from $1.0 billion to $1.75 billion. The amended facility now matures in April 2031 and was reported to be oversubscribed, indicating lender interest exceeded the facility size.

Separately, the company revealed that a subsidiary, Willis Warehouse Facility LLC, has terminated a material credit agreement with Bank of America and other parties. That terminated agreement was originally dated May 3, 2024 and involved multiple financial institutions.


Analyst action

On the analyst front, Freedom Capital Markets raised its price target for Willis Lease to $190 from $160 and maintained a Buy rating. The firm acknowledged the company missed EPS expectations but noted the company's strong positioning in the market.


Context and closing

These disclosures come during a period of both insider selling under a formal trading plan and corporate funding adjustments, while quarterly results showed mixed performance on earnings and revenue. The combination of strategic financing moves, a notable withholding-tax related disposition, and analyst reassessment frames the current investor narrative for WLFC.

Risks

  • Earnings volatility - the company missed fourth-quarter earnings-per-share expectations, which could affect investor confidence in the financials sector.
  • Insider disposition for tax purposes - the significant disposal of shares to cover withholding tax reduces the insider's direct holding and may be interpreted by market participants in the equities and financial-services sectors.
  • Reliance on revised credit arrangements - while the revolving credit facility was increased and reported oversubscribed, changes in credit terms or future market access could pose uncertainties for the company's funding profile and lenders in the credit markets.

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