| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | WLFC | Common Stock | Sale | -$19.8K | -100 | -0.06% | $198.01 | 161K | Mar 3, 2025 | Direct | F1 |
| transaction | WLFC | Common Stock | Sale | -$99.6K | -500 | -0.31% | $199.25 | 161K | Mar 3, 2025 | Direct | F1, F2 |
| transaction | WLFC | Common Stock | Sale | -$95.8K | -477 | -0.3% | $200.89 | 160K | Mar 3, 2025 | Direct | F1, F3 |
| transaction | WLFC | Common Stock | Sale | -$199K | -976 | -0.61% | $204.01 | 159K | Mar 3, 2025 | Direct | F1, F4 |
| transaction | WLFC | Common Stock | Sale | -$60.9K | -297 | -0.19% | $205.21 | 159K | Mar 3, 2025 | Direct | F1, F5 |
| transaction | WLFC | Common Stock | Sale | -$68.4K | -332 | -0.21% | $206.00 | 159K | Mar 3, 2025 | Direct | F1, F6 |
| transaction | WLFC | Common Stock | Sale | -$35.8K | -172 | -0.11% | $208.01 | 159K | Mar 3, 2025 | Direct | F1, F7 |
| transaction | WLFC | Common Stock | Sale | -$58.9K | -282 | -0.18% | $208.96 | 158K | Mar 3, 2025 | Direct | F1, F8 |
| transaction | WLFC | Common Stock | Sale | -$65.9K | -314 | -0.2% | $209.77 | 158K | Mar 3, 2025 | Direct | F1, F9 |
| holding | WLFC | Common Stock | 5.42K | Mar 3, 2025 | Son | F10 | |||||
| holding | WLFC | Common Stock | 5.42K | Mar 3, 2025 | Daughter | F11 | |||||
| holding | WLFC | Common Stock | 20.9K | Mar 3, 2025 | Brother | F12 | |||||
| holding | WLFC | Common Stock | 2.65K | Mar 3, 2025 | Austin C. Willis 2019 Irrevocable Trust | F13 | |||||
| holding | WLFC | Common Stock | 8.69K | Mar 3, 2025 | CFW V 2016 Trust | F14 | |||||
| holding | WLFC | Common Stock | 233K | Mar 3, 2025 | 2019 Willis Family Trust | F15, F16 | |||||
| holding | WLFC | Common Stock | 405K | Mar 3, 2025 | CFW Partners | F17 |
Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.
Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
| Id | Content |
|---|---|
| F1 | The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 5, 2024. |
| F2 | This transaction was executed in multiple trades at prices ranging from $199.09 to $199.88, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) of this Form 4. |
| F3 | This transaction was executed in multiple trades at prices ranging from $200.67 to $201.11, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (3) of this Form 4. |
| F4 | This transaction was executed in multiple trades at prices ranging from $203.8399 to $204.5651, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) of this Form 4. |
| F5 | This transaction was executed in multiple trades at prices ranging from $204.8651 to $205.7724, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (5) of this Form 4. |
| F6 | This transaction was executed in multiple trades at prices ranging from $205.88 to $206.785, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (6) of this Form 4. |
| F7 | This transaction was executed in multiple trades at prices ranging from $207.36 to $208.26, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (7) of this Form 4. |
| F8 | This transaction was executed in multiple trades at prices ranging from $208.50 to $209.495, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (8) of this Form 4. |
| F9 | This transaction was executed in multiple trades at prices ranging from $209.50 to $210.00, inclusive. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in footnote (9) of this Form 4. |
| F10 | Rooster A. Willis 2019 Trust, Austin Willis Trustee. |
| F11 | Wilder Grace Willis 2019 Trust, Austin Willis Trustee. |
| F12 | Charles F. Willis V 2019 Trust, Austin Willis Trustee. |
| F13 | Austin C. Willis 2019 Irrevocable Trust, Mary Willis Trustee. |
| F14 | Charles F. Willis V 2016 Trust, Austin Willis Trustee. |
| F15 | 2019 Willis Family Trust, Austin Willis Trustee. |
| F16 | Includes 213,415 shares having shared voting power of CFW Partners with Charles F. Willis IV. |
| F17 | Shared voting power of CFW Partners with Charles F. Willis IV. |