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Insider Cluster (2 insiders) ·Filed Aug 19, 2026

WLFC

WILLIS LEASE FINANCE CORP
BEARISH
Impact 5/10
Horizondays Processed2mo ago
Insider cluster: 2 insiders, $1.1M total
Actionable Insight ▼ Bearish

The Executive Chairman's concentrated selling of $4.7M over three days, shortly after a $118M real estate acquisition, is a bearish signal. Monitor for any subsequent 8-K filings regarding the acquisition's closing or any operational update that could explain the insider's urgency to sell.

DirectionBearish
Confidencemedium
Horizondays
Latest settled — T+20d
WLFC ▲ +1.03% at T+20d
SHORT call ✗ call lost -1.03% · α vs SPY -1.03% · entry $54.18 → $54.74
Next anchor: T+60d in 15d
Latest observation: T+45 +8.78% FF3 residual α
Entry = T+0 close
Aug 19, 2026
via day close
T+1d
+0.35%
call -0.35% · α +0.06%
$54.37
settled 2mo ago
T+5d
+1.72%
call -1.72% · α -0.60%
$55.11
settled 2mo ago
T+20d
+1.03%
call -1.03% · α -1.03%
$54.74
settled 6w ago
T+60d
Pending
in 15d

Price Chart

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Executive Summary

Executive Chairman Charles F. Willis IV sold $4.7M of WLFC stock over three days (Aug 17-19), and the SVP/GC sold $201K on Aug 14, totaling ~$4.9M in open-market sales. This cluster follows the company's $118M real estate acquisition announced Aug 6. The sales represent ~0.41% of market cap, a modest but notable amount, and the Executive Chairman's concentrated selling pattern warrants attention given the proximity to a material agreement.

Key Financial Metrics

Direction
selling
Total Value
$4.9M
Insiders
2

Key Facts

  • Executive Chairman Charles F. Willis IV sold 78,200 shares for ~$4.7M across Aug 17-19
  • SVP/GC Clifton Dameron sold 3,535 shares for ~$201K on Aug 14
  • Total insider sales of ~$4.9M represent ~0.41% of WLFC's $1.2B market cap
  • Sales occurred 8-13 days after the company announced a $118M real estate acquisition (8-K filed Aug 6)
  • Recent 30-day insider activity shows 10 sells totaling $4.7M, consistent with this cluster

Financial Impact

Executive Chairman sold ~$4.7M of stock, ~0.39% of market cap; total cluster ~$4.9M, ~0.41% of market cap

insider ownershipmarket perception

Risk Factors

  • Insider selling may signal lack of confidence in near-term prospects post-acquisition
  • The $118M real estate deal adds execution risk and leverage; insiders may be de-risking personal exposure
  • Sales could be pre-planned 10b5-1 trades, but no such plan is disclosed in the filing data

Market Snapshot

Exchange
Nasdaq
Sector
Wholesale-Machinery, Equipment & Supplies
Analyst Consensus
0% bullish (6 analysts)

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-WLFC-1787185222966
22 reports for WLFC
Performance horizon
67% Hit rate @ T+1 4 of 6 directional calls Went positive at some point 4 of 6 best @ T+60▲ +70.20%May 14, 2026
Filters
Rows
Reports for WLFC — sortable, filterable
TypeNow
Oct 26, 2026
1d ago
8-K
NEUTRAL ★ 2/10
$38.70 $39.72▲ +2.64%▲ +2.08%$39.72 (+2.64%)
Sep 22, 2026
5w ago
8-K
BULLISH ★ 5/10
$54.89 $54.38▼ −0.93%▼ −0.21%$39.72 (−27.64%)
Sep 3, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$56.22 $57.43▲ +2.15%▲ +2.70%$39.72 (−29.35%)
Aug 25, 2026
9w ago
8-K
BULLISH ★ 6/10
$54.62 $54.91▲ +0.53%▲ +0.51%$39.72 (−27.28%)
Aug 25, 2026
9w ago
Press Release
NEUTRAL ★ 4/10
$54.62 $54.91▲ +0.53%▲ +0.51%$39.72 (−27.28%)
Aug 24, 2026
9w ago
Insider Cluster
NEUTRAL ★ 3/10
$54.62 $54.91▲ +0.53%▲ +0.51%$39.72 (−27.28%)
Aug 19, 2026
9w ago
Insider Cluster
BEARISH ★ 5/10
$54.18 $54.37▼ −0.35%▲ +0.06%$39.72 (+26.69%)
Aug 6, 2026
11w ago
8-K
NEUTRAL ★ 4/10
$63.92 $61.05▼ −4.49%▼ −5.10%$39.72 (−37.86%)
Aug 5, 2026
11w ago
Insider Cluster
NEUTRAL ★ 3/10
$63.77 $60.91▼ −4.49%▼ −5.10%$39.72 (−37.71%)
Aug 4, 2026
12w ago
8-K
BULLISH ★ 6/10
$70.62 $65.21▼ −7.66%▼ −7.46%$39.72 (−43.76%)
Showing 10 of 22

US Market Status

Market Closed — Opens Thu (9h 59m)

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Report published Aug 19, 2026