Willis Lease Finance Corporation (WLFC)
Coconut Creek, FL, US
Willis Lease Finance Corporation (WLFC) is an international enterprise specializing in the leasing and maintenance of commercial aircraft and their engines. The company operates through two distinct divisions: Leasing and Related Services, and Spare Parts Sales. The Leasing and Related Services segment is dedicated to acquiring, leasing, and facilitating the purchase and resale of commercial aircraft, engines, and associated equipment, alongside other related ventures. In parallel, the Spare Parts Sales segment concentrates on sourcing and distributing pre-owned engine components, complete engines, modular engine units, and various portable aviation parts. Beyond its core leasing and sales activities, WLFC also provides expert engine management and consultancy services. Its clientele primarily consists of commercial airline operators and organizations involved in aircraft maintenance, repair, and overhaul (MRO). As of December 31, 2021, WLFC's owned lease portfolio comprised 304 engines, 12 aircraft, one marine vessel, and other leased components. At that time, it served 76 lessees across 40 countries. Furthermore, the company was responsible for managing a substantial portfolio of 475 engines, aircraft, and related assets for third parties. Established in 1985, Willis Lease Finance Corporation maintains its principal office in Coconut Creek, Florida.
Based on only 1 article — low confidence
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.84% | -4.42% | +3.41% | +9.01% | +66.43% | +58.14% | +47.18% | +376.98% | +390.29% | +870.15% | +2,385.52% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Rental & Leasing Services: +9.0%+18.7% ★ Q1'26: +23.2% (vs Q1'25)
-
EPS growth Rental & Leasing Services: +26.5%+0.3% Q1'26: +47.5% (vs Q1'25)
-
FCF margin FCF growth · Rental & Leasing Services: +45.1%+8.1% Q1'26: -2.1% (vs Q1'25)
-
EBIT margin Rental & Leasing Services: +16.5%+32.3% ★ Q1'26: +35.7% (vs Q1'25)
-
ROIC Rental & Leasing Services: +5.7%+4.5% Q1'26: +6.5% (vs Q1'25)
-
Share dilution Rental & Leasing Services: +0.0%+3.2% Q1'26: +3.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Rental & Leasing Services: 2.72×8.23× Q1'26: 5.65× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 1997 actual |
Dec 1998 actual |
Dec 1999 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
Dec 2029 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
50.50M
est: 51.97M (-2.8%)
|
74.60M
est: 71.12M (+4.9%)
|
83.40M
est: 286.57M (-70.9%)
|
199.61M
est: 306.63M (-34.9%)
|
207.27M
est: 318.30M (-34.9%)
|
274.84M
est: 317.60M (-13.5%)
|
348.35M
est: 318.94M (+9.2%)
|
409.16M
est: 322.39M (+26.9%)
|
288.69M
est: 301.44M (-4.2%)
|
274.20M
est: 281.84M (-2.7%)
|
311.93M
est: 263.52M (+18.4%)
|
418.56M
est: 181.40M (+130.7%)
|
569.22M
est: 535.89M (+6.2%)
|
675.84M
est: 637.00M (+6.1%)
|
732.00M
732.00M – 732.00M
+14.9% YoY
|
761.00M
761.00M – 761.00M
+4.0% YoY
|
824.00M
824.00M – 824.00M
+8.3% YoY
|
664.15M
664.15M – 664.15M
-19.4% YoY
|
| EBITDA |
16.80M
est: 16.47M (+2.0%)
|
22.84M
est: 26.86M (-15.0%)
|
35.60M
est: -24.51M (+245.3%)
|
121.21M
est: 123.46M (-1.8%)
|
131.40M
est: 125.62M (+4.6%)
|
150.13M
est: 123.90M (+21.2%)
|
197.31M
est: 122.93M (+60.5%)
|
242.01M
est: 122.74M (+97.2%)
|
174.90M
est: 114.76M (+52.4%)
|
167.63M
est: 107.30M (+56.2%)
|
164.80M
est: 100.32M (+64.3%)
|
236.85M
est: 93.80M (+152.5%)
|
352.62M
est: 301.45M (+17.0%)
|
329.53M
est: 358.32M (-8.0%)
|
411.76M
411.76M – 411.76M
+14.9% YoY
|
428.08M
428.08M – 428.08M
+4.0% YoY
|
463.51M
463.51M – 463.51M
+8.3% YoY
|
373.59M
373.59M – 373.59M
-19.4% YoY
|
| EBIT |
12.60M
est: 17.43M (-27.7%)
|
14.58M
est: 29.01M (-49.7%)
|
21.96M
est: -22.88M (+196.0%)
|
51.79M
est: 10.48M (+394.1%)
|
65.09M
est: 10.87M (+498.8%)
|
84.73M
est: 10.84M (+681.7%)
|
120.49M
est: 10.88M (+1,007.5%)
|
155.77M
est: 10.99M (+1,317.2%)
|
80.36M
est: 10.28M (+681.9%)
|
77.13M
est: 9.61M (+702.6%)
|
76.54M
est: 8.98M (+751.9%)
|
145.93M
est: 8.40M (+1,637.1%)
|
257.41M
est: 176.85M (+45.6%)
|
217.98M
est: 210.21M (+3.7%)
|
241.56M
241.56M – 241.56M
+14.9% YoY
|
251.13M
251.13M – 251.13M
+4.0% YoY
|
271.92M
271.92M – 271.92M
+8.3% YoY
|
219.17M
219.17M – 219.17M
-19.4% YoY
|
| Net Income |
7.30M
est: 8.53M (-14.5%)
|
9.30M
est: 8.92M (+4.3%)
|
3.30M
est: -45.13M (+107.3%)
|
7.36M
est: 4.71M (+56.3%)
|
14.07M
est: 4.93M (+185.7%)
|
62.16M
est: 4.94M (+1,158.9%)
|
43.23M
est: 4.98M (+767.7%)
|
66.92M
est: 5.06M (+1,222.5%)
|
9.75M
est: 4.73M (+106.0%)
|
3.35M
est: 4.42M (-24.2%)
|
5.44M
est: 4.14M (+31.5%)
|
43.78M
est: 3.87M (+1,032.0%)
|
108.61M
est: 84.03M (+29.3%)
|
113.76M
est: 90.00M (+26.4%)
|
99.54M
99.54M – 99.54M
+10.6% YoY
|
126.15M
126.15M – 126.15M
+26.7% YoY
|
132.54M
132.54M – 132.54M
+5.1% YoY
|
117.66M
117.66M – 117.66M
-11.2% YoY
|
| SGA |
9.30M
est: 9.71M (-4.3%)
|
15.20M
est: 14.25M (+6.7%)
|
17.50M
est: 69.44M (-74.8%)
|
42.74M
est: 59.90M (-28.6%)
|
47.78M
est: 62.96M (-24.1%)
|
55.74M
est: 63.27M (-11.9%)
|
72.02M
est: 64.00M (+12.5%)
|
86.52M
est: 65.16M (+32.8%)
|
67.91M
est: 60.93M (+11.5%)
|
75.35M
est: 56.97M (+32.3%)
|
92.53M
est: 53.26M (+73.7%)
|
115.74M
est: 49.80M (+132.4%)
|
146.76M
est: 149.40M (-1.8%)
|
194.74M
est: 177.59M (+9.7%)
|
204.07M
204.07M – 204.07M
+14.9% YoY
|
212.15M
212.15M – 212.15M
+4.0% YoY
|
229.72M
229.72M – 229.72M
+8.3% YoY
|
185.15M
185.15M – 185.15M
-19.4% YoY
|
| EPS |
1.33
est: 1.37 (-2.9%)
|
1.27
est: 1.17 (+8.5%)
|
0.44
est: 0.40 (+11.4%)
|
0.94
est: 1.13 (-16.4%)
|
2.10
est: 1.17 (+80.3%)
|
9.93
est: 1.16 (+756.0%)
|
7.31
est: 1.17 (+527.5%)
|
10.90
est: 1.18 (+827.7%)
|
1.07
est: 1.10 (-2.7%)
|
0.00
est: 1.03 (-99.7%)
|
0.35
est: 0.97 (-63.7%)
|
6.40
est: 1.25 (+412.0%)
|
15.97
est: 11.97 (+33.4%)
|
16.00
est: 12.82 (+24.8%)
|
14.18
14.18 – 14.18
+10.6% YoY
|
17.97
17.97 – 17.97
+26.7% YoY
|
18.88
18.88 – 18.88
+5.1% YoY
|
16.76
16.76 – 16.76
-11.2% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | A- | 4/5 | 3/5 | 5/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-08 | A- | 4/5 | 3/5 | 5/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-07 | A- | 4/5 | 3/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-06 | A- | 4/5 | 3/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-05 | A- | 4/5 | 3/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-04 | A- | 4/5 | 3/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-01 | A- | 4/5 | 3/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-30 | A- | 4/5 | 3/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-29 | A- | 4/5 | 3/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-28 | A- | 4/5 | 3/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-27 | A- | 4/5 | 3/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-24 | A- | 4/5 | 3/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-23 | A- | 4/5 | 3/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-22 | A- | 4/5 | 3/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-21 | A- | 4/5 | 3/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-20 | A- | 4/5 | 3/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-17 | A- | 4/5 | 3/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-16 | A- | 4/5 | 3/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Charles F. Willis, IV | 3.07M | 43.00% | 927.2K | 2.15M | 765.3K | 1.99M | IN | — | 2024-08-28 | ↗ |
| 2 | CFW Partners, L.P. | 2.13M | 29.84% | — | 2.13M | — | 2.13M | PN | — | 2024-08-28 | ↗ |
| 3 | Sy Jacobs | 1.21M | 13.14% | 35.1K | 1.17M | 35.1K | 1.17M | IN | OR PLACE OF ORGANIZATION | 2010-02-16 | ↗ |
| 4 | Jacobs Asset Management, LLC | 1.17M | 12.76% | — | 1.17M | — | 1.17M | OO | OR PLACE OF ORGANIZATION | 2010-02-16 | ↗ |
| 5 | Austin Chandler Willis | 864.1K | 12.08% | 217.2K | 646.9K | 133.9K | — | IN | — | 2024-08-28 | ↗ |
| 6 | Wells Fargo and Company | 802.1K | 8.74% | 786.3K | — | 723.3K | — | HC | Delaware | 2010-01-26 | ↗ |
| 7 | (. | 754.2K | 8.26% | 745.0K | — | 754.2K | — | IA | Delaware | 2012-02-14 | ↗ |
| 8 | Wells Capital Management Incorporated | 723.3K | 7.88% | 707.5K | — | 723.3K | — | IA | Delaware | 2010-01-26 | ↗ |
| 9 | JAM Managers L.L.C. | 694.4K | 7.57% | — | 694.4K | — | 694.4K | OO | OR PLACE OF ORGANIZATION | 2010-02-16 | ↗ |
| 10 | JAM Partners, L.P. | 694.4K | 7.57% | — | 694.4K | — | 694.4K | PN | OR PLACE OF ORGANIZATION | 2010-02-16 | ↗ |
| 11 | 22-2859704 | 520.1K | 5.69% | — | 520.1K | — | — | BK | United States | 2012-02-14 | ↗ |
| 12 | 30-0447847 | 499.6K | 8.20% | 496.2K | — | 499.6K | — | IA | Delaware | 2022-02-08 | ↗ |
| 13 | JAM Equity Partners, LLC | 476.2K | 5.19% | — | 476.2K | — | 476.2K | OO | OR PLACE OF ORGANIZATION | 2010-02-16 | ↗ |
| 14 | JAM Special Opportunities Fund, L.P. | 476.2K | 5.19% | — | 476.2K | — | 476.2K | PN | OR PLACE OF ORGANIZATION | 2010-02-16 | ↗ |
| 15 | 2 | 427.5K | 7.03% | — | 427.5K | — | 427.5K | IN | STATE OF DELAWARE, UNITED STATES OF AMERICA | 2022-02-14 | ↗ |
| 16 | Jason A. Stock | 341.8K | 5.70% | — | 341.8K | — | 341.8K | IN | UNITED STATES OF AMERICA | 2021-04-01 | ↗ |
| 17 | M3 FUNDS, LLC | 341.8K | 5.70% | — | 341.8K | — | 341.8K | OO | STATE OF DELAWARE, UNITED STATES OF AMERICA | 2021-04-01 | ↗ |
| 18 | M3 PARTNERS, LP | 341.8K | 5.70% | — | 341.8K | — | 341.8K | PN | STATE OF DELAWARE, UNITED STATES OF AMERICA | 2021-04-01 | ↗ |
| 19 | M3F, INC. | 341.8K | 5.70% | — | 341.8K | — | 341.8K | IA, CO | STATE OF UTAH, UNITED STATES OF AMERICA | 2021-04-01 | ↗ |
| 20 | William C. Waller | 341.8K | 5.70% | — | 341.8K | — | 341.8K | IN | UNITED STATES OF AMERICA | 2021-04-01 | ↗ |
| 21 | 13-3127734 | 322.7K | 5.31% | 322.0K | — | 322.7K | — | HC | Delaware | 2022-02-11 | ↗ |
| 22 | 26-0385758 | 322.7K | 5.31% | 322.0K | — | 322.7K | — | IA | Delaware | 2022-02-11 | ↗ |
| 23 | RUTABAGA CAPITAL MANAGEMENT | 245.4K | 3.78% | 171.8K | 73.6K | 245.4K | — | IA | Massachusetts | 2017-02-15 | ↗ |
| 24 | JAM Managers, LLC | 218.5K | 2.59% | — | 218.5K | — | 218.5K | OO | United States | 2014-02-14 | ↗ |
| 25 | 04-2683227 | — | 0.00% | — | — | — | — | IA | Massachusetts | 2013-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 86.5K +86.5K (+100.0%) | 11.73B +11.7B (+100.0%) | 1.16% +1.156 pp | 8.26% +8.258 pp | USD135.64 +0.0% | 1 qtrs NEW |
| 2 | M3F, INC. | 677.2K +71.2K (+11.8%) | 91.86M +8.8M (+10.6%) | 9.05% +0.001 pp | 25.23% +1.686 pp | USD64.76 +109.5% | 34 qtrs — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 532.0K -8.6K (-1.6%) | 72.17M -2.0M (-2.6%) | 7.11% -0.964 pp | 0.02% -0.001 pp | USD33.34 +306.8% | 51 qtrs — |
| 4 | BLACKROCK, INC. | 223.6K +7.3K (+3.4%) | 30.32M +673.6K (+2.3%) | 2.99% -0.242 pp | 0.00% +0.000 pp | USD149.38 -9.2% | 6 qtrs — |
| 5 | RENAISSANCE TECHNOLOGIES LLC | 202.6K -30.8K (-13.2%) | 27.48M -4.5M (-14.1%) | 2.71% -0.778 pp | 0.04% +0.000 pp | USD22.51 +502.6% | 60 qtrs — |
| 6 | VANGUARD GROUP INC | 154.4K +11.8K (+8.3%) | 20.95M +1.4M (+7.1%) | 2.06% -0.066 pp | 0.00% +0.000 pp | USD83.15 +63.1% | 84 qtrs — |
| 7 | RBF CAPITAL, LLC | 107.7K +— (+0.0%) | 14.61M -156.2K (-1.1%) | 1.44% -0.169 pp | 0.65% -0.010 pp | USD32.80 +313.5% | 54 qtrs — |
| 8 | TWO SIGMA ADVISERS, LP | 103.3K -7.1K (-6.4%) | 14.01M -1.1M (-7.4%) | 1.38% -0.268 pp | 0.03% -0.003 pp | USD139.25 -2.6% | 9 qtrs — |
| 9 | FOUR TREE ISLAND ADVISORY LLC | 102.3K +3.8K (+3.9%) | 13.87M +442.6K (+3.3%) | 1.37% -0.104 pp | 7.66% -0.903 pp | USD192.76 -29.6% | 5 qtrs — |
| 10 | TWO SIGMA INVESTMENTS, LP | 86.5K -14.9K (-14.7%) | 11.74M -2.2M (-15.6%) | 1.16% -0.358 pp | 0.02% -0.004 pp | USD141.22 -4.0% | 10 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 73.5K +947.0 (+1.3%) | 9.97M +24.1K (+0.2%) | 0.98% -0.101 pp | 0.00% +0.000 pp | USD62.15 +118.2% | 64 qtrs — |
| 12 | STATE STREET CORP | 64.8K -234.0 (-0.4%) | 8.79M -126.0K (-1.4%) | 0.87% -0.105 pp | 0.00% +0.000 pp | USD104.72 +29.5% | 39 qtrs — |
| 13 | UBS GROUP AG | 59.8K -32.4K (-35.1%) | 8.11M -4.5M (-35.8%) | 0.80% -0.577 pp | 0.00% -0.001 pp | USD155.36 -12.7% | 45 qtrs — |
| 14 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 49.3K +— (+0.0%) | 6.68M -71.4K (-1.1%) | 0.66% -0.077 pp | 0.14% -0.004 pp | USD32.09 +322.7% | 56 qtrs — |
| 15 | MORGAN STANLEY | 46.8K -66.7K (-58.7%) | 6.35M -9.2M (-59.2%) | 0.63% -1.069 pp | 0.00% -0.001 pp | USD116.98 +16.0% | 51 qtrs — |
| 16 | BANK OF AMERICA CORP /DE/ | 39.8K -4.5K (-10.1%) | 5.40M -673.6K (-11.1%) | 0.53% -0.130 pp | 0.00% +0.000 pp | USD50.37 +169.3% | 39 qtrs — |
| 17 | PEKIN HARDY STRAUSS, INC. | 37.2K -3.8K (-9.3%) | 5.04M -578.2K (-10.3%) | 0.50% -0.115 pp | 0.47% -0.097 pp | USD148.07 -8.4% | 6 qtrs — |
| 18 | MILLENNIUM MANAGEMENT LLC | 34.1K -31.9K (-48.3%) | 4.63M -4.4M (-48.9%) | 0.46% -0.530 pp | 0.00% -0.002 pp | USD137.45 -1.3% | 3 qtrs — |
| 19 | BANK OF NEW YORK MELLON CORP | 34.1K +14.9K (+78.1%) | 4.62M +2.0M (+76.2%) | 0.46% +0.170 pp | 0.00% +0.000 pp | USD97.59 +39.0% | 48 qtrs — |
| 20 | DENALI ADVISORS LLC | 33.5K +29.7K (+780.3%) | 4.54M +4.0M (+771.0%) | 0.45% +0.390 pp | 0.50% +0.445 pp | USD135.80 -0.1% | 2 qtrs — |
| 21 | GOLDMAN SACHS GROUP INC | 32.5K +17.2K (+112.1%) | 4.41M +2.3M (+109.9%) | 0.43% +0.206 pp | 0.00% +0.000 pp | USD137.99 -1.7% | 7 qtrs — |
| 22 | BNP PARIBAS ARBITRAGE, SNC | 31.8K +2.9K (+10.1%) | 4.31M +355.3K (+9.0%) | 0.42% -0.006 pp | 0.00% 0.000 pp | USD138.51 -2.1% | 39 qtrs — |
| 23 | NORTHERN TRUST CORP | 30.9K -2.3K (-7.0%) | 4.20M -364.7K (-8.0%) | 0.41% -0.083 pp | 0.00% +0.000 pp | USD65.33 +107.6% | 51 qtrs — |
| 24 | EMPOWERED FUNDS, LLC | 27.9K +208.0 (+0.8%) | 3.78M -11.9K (-0.3%) | 0.37% -0.041 pp | 0.03% -0.008 pp | USD79.67 +70.3% | 11 qtrs — |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 24.3K -725.0 (-2.9%) | 3.30M -134.6K (-3.9%) | 0.32% -0.049 pp | 0.00% +0.000 pp | USD113.74 +19.3% | 11 qtrs — |
| 26 | JANE STREET GROUP, LLC | 22.6K -572.0 (-2.5%) | 3.07M -111.2K (-3.5%) | 0.30% -0.044 pp | 0.00% +0.000 pp | USD137.09 -1.1% | 6 qtrs — |
| 27 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 21.8K +21.8K (+100.0%) | 2.96M +3.0M (+100.0%) | 0.29% +0.291 pp | 0.00% +0.005 pp | USD135.64 +0.0% | 1 qtrs NEW |
| 28 | PALISADES INVESTMENT PARTNERS, LLC | 21.2K +435.0 (+2.1%) | 2.87M +29.0K (+1.0%) | 0.28% -0.027 pp | 1.09% -0.031 pp | USD87.64 +54.8% | 7 qtrs — |
| 29 | CANADA PENSION PLAN INVESTMENT BOARD | 19.9K +— (+0.0%) | 2.70M -28.9K (-1.1%) | 0.27% -0.031 pp | 0.00% 0.000 pp | USD137.09 -1.1% | 2 qtrs — |
| 30 | NEW YORK STATE COMMON RETIREMENT FUND | 19.6K +7.7K (+64.7%) | 2.66M +1.0M (+62.9%) | 0.26% +0.084 pp | 0.00% +0.001 pp | USD87.33 +55.3% | 36 qtrs — |
| 31 | FIRST TRUST ADVISORS LP | 18.7K -3.3K (-15.1%) | 2.54M -483.8K (-16.0%) | 0.25% -0.079 pp | 0.00% 0.000 pp | USD144.10 -5.9% | 6 qtrs — |
| 32 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 17.7K +— (+0.0%) | 2.41M -25.7K (-1.1%) | 0.24% -0.028 pp | 0.01% -0.001 pp | USD99.76 +36.0% | 10 qtrs — |
| 33 | US BANCORP \DE\ | 17.4K +17.1K (+4,880.0%) | 2.36M +2.3M (+4,827.3%) | 0.23% +0.228 pp | 0.00% +0.003 pp | USD133.80 +1.4% | 20 qtrs — |
| 34 | JUMP FINANCIAL, LLC | 15.5K -2.0K (-11.2%) | 2.10M -291.3K (-12.2%) | 0.21% -0.054 pp | 0.03% -0.003 pp | USD142.78 -5.0% | 3 qtrs — |
| 35 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 14.1K -528.0 (-3.6%) | 1.91M -92.8K (-4.6%) | 0.19% -0.030 pp | 0.11% -0.006 pp | USD183.73 -26.2% | 5 qtrs — |
| 36 | LATASH INVESTMENTS, LLC | 13.5K +— (+0.0%) | 1.83M -19.6K (-1.1%) | 0.18% -0.021 pp | 1.23% -0.119 pp | USD42.86 +216.5% | 19 qtrs — |
| 37 | BOOTHBAY FUND MANAGEMENT, LLC | 12.0K +5.9K (+94.7%) | 1.63M +785.6K (+92.7%) | 0.16% +0.069 pp | 0.02% +0.012 pp | USD143.64 -5.6% | 6 qtrs — |
| 38 | CORSAIR CAPITAL MANAGEMENT, L.P. | 12.0K +6.0K (+100.0%) | 1.63M +805.4K (+97.9%) | 0.16% +0.071 pp | 0.25% +0.117 pp | USD139.21 -2.6% | 3 qtrs — |
| 39 | VERITION FUND MANAGEMENT LLC | 11.8K +8.5K (+255.2%) | 1.60M +1.1M (+251.4%) | 0.16% +0.108 pp | 0.01% +0.004 pp | USD139.55 -2.8% | 4 qtrs — |
| 40 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 11.3K +6.1K (+115.3%) | 1.54M +815.0K (+113.0%) | 0.15% +0.073 pp | 0.01% +0.005 pp | USD136.31 -0.5% | 4 qtrs — |
| 41 | POINT72 ASSET MANAGEMENT, L.P. | 11.1K -514.0 (-4.4%) | 1.50M -86.5K (-5.4%) | 0.15% -0.025 pp | 0.00% -0.001 pp | USD138.86 -2.3% | 3 qtrs — |
| 42 | LSV ASSET MANAGEMENT | 10.8K +10.8K (+100.0%) | 1.46M +1.5M (+100.0%) | 0.14% +0.144 pp | 0.00% +0.003 pp | USD135.64 +0.0% | 1 qtrs NEW |
| 43 | MALTESE CAPITAL MANAGEMENT LLC | 10.1K +— (+0.0%) | 1.37M -14.6K (-1.1%) | 0.13% -0.016 pp | 0.24% +0.033 pp | USD15.43 +779.1% | 51 qtrs — |
| 44 | WEDBUSH SECURITIES INC | 8.9K -400.0 (-4.3%) | 1.21M -68.0K (-5.3%) | 0.12% -0.020 pp | 0.04% -0.006 pp | USD137.09 -1.1% | 2 qtrs — |
| 45 | RHUMBLINE ADVISERS | 7.0K -1.1K (-13.7%) | 950.3K -162.1K (-14.6%) | 0.09% -0.028 pp | 0.00% 0.000 pp | USD69.03 +96.5% | 11 qtrs — |
| 46 | AMERICAN CENTURY COMPANIES INC | 6.4K +100.0 (+1.6%) | 868.8K +4.4K (+0.5%) | 0.09% -0.009 pp | 0.00% +0.000 pp | USD146.88 -7.7% | 6 qtrs — |
| 47 | QUBE RESEARCH & TECHNOLOGIES LTD | 6.3K -5.5K (-46.6%) | 853.3K -760.9K (-47.1%) | 0.08% -0.092 pp | 0.00% -0.001 pp | USD142.78 -5.0% | 3 qtrs — |
| 48 | D. E. SHAW & CO., INC. | 6.1K +6.1K (+100.0%) | 832.4K +832.4K (+100.0%) | 0.08% +0.082 pp | 0.00% +0.001 pp | USD135.64 +0.0% | 1 qtrs NEW |
| 49 | SWISS NATIONAL BANK | 6.0K +— (+0.0%) | 813.8K -8.7K (-1.1%) | 0.08% -0.009 pp | 0.00% +0.000 pp | USD196.98 -31.1% | 5 qtrs — |
| 50 | BARCLAYS PLC | 5.4K +1.7K (+45.3%) | 736.8K +180.5K (+32.5%) | 0.07% +0.017 pp | 0.00% +0.000 pp | USD139.31 -2.6% | 38 qtrs — |
| 51 | WELLS FARGO & COMPANY/MN | 5.2K +1.0K (+23.7%) | 711.3K +129.9K (+22.3%) | 0.07% +0.007 pp | 0.00% +0.000 pp | USD69.06 +96.4% | 38 qtrs — |
| 52 | INVESCO LTD. | 5.2K +1.0K (+24.7%) | 705.2K +133.5K (+23.4%) | 0.07% +0.007 pp | 0.00% +0.000 pp | USD158.64 -14.5% | 10 qtrs — |
| 53 | JENNISON ASSOCIATES LLC | 5.2K +235.0 (+4.8%) | 699.0K +24.7K (+3.7%) | 0.07% -0.005 pp | 0.00% +0.000 pp | USD137.02 -1.0% | 2 qtrs — |
| 54 | DIAMETRIC CAPITAL, LP | 5.0K +5.0K (+100.0%) | 681.2K +681.2K (+100.0%) | 0.07% +0.067 pp | 0.18% +0.183 pp | USD135.64 +0.0% | 1 qtrs NEW |
| 55 | PDT PARTNERS, LLC | 4.8K +4.8K (+100.0%) | 651.1K +651.1K (+100.0%) | 0.06% +0.064 pp | 0.04% +0.042 pp | USD135.64 +0.0% | 1 qtrs NEW |
| 56 | NUVEEN, LLC | 4.3K +— (+0.0%) | 578.0K -6.2K (-1.1%) | 0.06% -0.007 pp | 0.00% +0.000 pp | USD157.97 -14.1% | 4 qtrs — |
| 57 | UBS ASSET MANAGEMENT AMERICAS INC | 3.9K +— (+0.0%) | 531.0K -5.7K (-1.1%) | 0.05% -0.006 pp | 0.00% +0.000 pp | USD180.17 -24.7% | 5 qtrs — |
| 58 | RAYMOND JAMES FINANCIAL INC | 2.9K +2.9K (+100.0%) | 399.6K +399.6K (+100.0%) | 0.04% +0.039 pp | 0.00% +0.000 pp | USD135.64 +0.0% | 1 qtrs NEW |
| 59 | PRICE T ROWE ASSOCIATES INC /MD/ | 2.9K +233.0 (+8.9%) | 388.0K +28.0K (+7.8%) | 0.04% -0.001 pp | 0.00% +0.000 pp | USD72.54 +87.0% | 9 qtrs — |
| 60 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2.7K -38.0 (-1.4%) | 369.2K -9.2K (-2.4%) | 0.04% -0.005 pp | 0.00% +0.000 pp | USD194.71 -30.3% | 11 qtrs — |
| 61 | LEGAL & GENERAL GROUP PLC | 2.6K +— (+0.0%) | 356.3K -3.8K (-1.1%) | 0.04% -0.004 pp | 0.00% +0.000 pp | USD190.49 -28.8% | 11 qtrs — |
| 62 | XTX TOPCO LTD | 2.6K +2.6K (+100.0%) | 354.3K +354.3K (+100.0%) | 0.03% +0.035 pp | 0.01% +0.009 pp | USD135.64 +0.0% | 1 qtrs NEW |
| 63 | HSBC HOLDINGS PLC | 2.6K +2.6K (+100.0%) | 348.8K +348.8K (+100.0%) | 0.03% +0.035 pp | 0.00% +0.000 pp | USD135.64 +0.0% | 1 qtrs NEW |
| 64 | CREATIVE PLANNING | 2.5K +24.0 (+1.0%) | 339.5K -339.0 (-0.1%) | 0.03% -0.004 pp | 0.00% +0.000 pp | USD140.62 -3.5% | 3 qtrs — |
| 65 | CITADEL ADVISORS LLC | 2.4K -4.4K (-64.2%) | 328.8K -599.9K (-64.6%) | 0.03% -0.069 pp | 0.00% 0.000 pp | USD147.04 -7.8% | 4 qtrs — |
| 66 | LAZARD ASSET MANAGEMENT LLC | 2.3K +2.3K (+100.0%) | 317.4K +317.4K (+100.0%) | 0.03% +0.031 pp | 0.00% +0.001 pp | USD135.64 +0.0% | 7 qtrs — |
| 67 | FMR LLC | 2.3K +100.0 (+4.6%) | 306.0K +10.4K (+3.5%) | 0.03% -0.002 pp | 0.00% +0.000 pp | USD55.44 +144.7% | 30 qtrs — |
| 68 | DEUTSCHE BANK AG\ | 2.1K +117.0 (+5.8%) | 290.8K +12.9K (+4.7%) | 0.03% -0.002 pp | 0.00% +0.000 pp | USD165.32 -18.0% | 6 qtrs — |
| 69 | ALLIANCEBERNSTEIN L.P. | 2.0K +— (+0.0%) | 271.3K -2.9K (-1.1%) | 0.03% -0.003 pp | 0.00% +0.000 pp | USD178.60 -24.1% | 6 qtrs — |
| 70 | FRANKLIN RESOURCES INC | 1.8K +103.0 (+5.9%) | 250.7K +11.4K (+4.8%) | 0.02% -0.001 pp | 0.00% +0.000 pp | USD148.07 -8.4% | 6 qtrs — |
| 71 | DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 1.8K -1.3K (-41.0%) | 244.0K -174.0K (-41.6%) | 0.02% -0.022 pp | 0.06% -0.016 pp | USD137.09 -1.1% | 2 qtrs — |
| 72 | ENTRYPOINT CAPITAL, LLC | 1.8K +— (+0.0%) | 242.0K -2.6K (-1.1%) | 0.02% -0.003 pp | 0.09% 0.000 pp | USD157.85 -14.1% | 7 qtrs — |
| 73 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.7K -494.0 (-22.5%) | 231.0K -70.2K (-23.3%) | 0.02% -0.010 pp | 0.00% -0.001 pp | USD159.20 -14.8% | 6 qtrs — |
| 74 | METLIFE INVESTMENT MANAGEMENT, LLC | 1.6K +— (+0.0%) | 217.7K -2.3K (-1.1%) | 0.02% -0.003 pp | 0.00% +0.000 pp | USD65.69 +106.5% | 11 qtrs — |
| 75 | AQR CAPITAL MANAGEMENT LLC | 1.6K -103.0 (-6.2%) | 213.1K -16.4K (-7.1%) | 0.02% -0.004 pp | 0.00% +0.000 pp | USD202.75 -33.1% | 5 qtrs — |
| 76 | JANUS HENDERSON GROUP PLC | 1.5K +— (+0.0%) | 203.4K -2.6K (-1.2%) | 0.02% -0.002 pp | 0.00% +0.000 pp | USD207.55 -34.6% | 5 qtrs — |
| 77 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.5K -22.0 (-1.4%) | 203.3K -5.2K (-2.5%) | 0.02% -0.003 pp | 0.00% +0.000 pp | USD183.19 -26.0% | 5 qtrs — |
| 78 | JPMORGAN CHASE & CO | 1.4K -11.5K (-89.0%) | 193.7K -1.6M (-89.1%) | 0.02% -0.174 pp | 0.00% 0.000 pp | USD142.92 -5.1% | 12 qtrs — |
| 79 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 1.3K -3.0 (-0.2%) | 176.5K -2.3K (-1.3%) | 0.02% -0.002 pp | 0.00% +0.000 pp | USD86.92 +56.1% | 7 qtrs — |
| 80 | ROYAL BANK OF CANADA | 1.3K -64.0 (-4.8%) | 173.0K -12.0K (-6.5%) | 0.02% -0.003 pp | 0.00% +0.000 pp | USD121.57 +11.6% | 51 qtrs — |
| 81 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 982.00 +982.0 (+100.0%) | 133.0K +133.0K (+100.0%) | 0.01% +0.013 pp | 0.00% +0.001 pp | USD135.64 +0.0% | 1 qtrs NEW |
| 82 | SG AMERICAS SECURITIES, LLC | 951.00 +951.0 (+100.0%) | 129.0K +129.0K (+100.0%) | 0.01% +0.013 pp | 0.00% +0.000 pp | USD135.64 +0.0% | 6 qtrs — |
| 83 | RUSSELL INVESTMENTS GROUP, LTD. | 857.00 -82.0 (-8.7%) | 116.2K -12.5K (-9.7%) | 0.01% -0.003 pp | 0.00% +0.000 pp | USD173.54 -21.8% | 8 qtrs — |
| 84 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 832.00 +— (+0.0%) | 112.9K -1.2K (-1.1%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD190.81 -28.9% | 5 qtrs — |
| 85 | KLP KAPITALFORVALTNING AS | 700.00 +200.0 (+40.0%) | 94.9K +26.4K (+38.5%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD187.00 -27.5% | 5 qtrs — |
| 86 | CITIGROUP INC | 465.00 -5.0K (-91.5%) | 63.1K -686.8K (-91.6%) | 0.01% -0.076 pp | 0.00% 0.000 pp | USD128.92 +5.2% | 39 qtrs — |
| 87 | SRS CAPITAL ADVISORS, INC. | 389.00 -15.0 (-3.7%) | 52.8K -2.6K (-4.7%) | 0.01% -0.001 pp | 0.00% +0.001 pp | USD137.09 -1.1% | 2 qtrs — |
| 88 | SMARTLEAF ASSET MANAGEMENT LLC | 335.00 +335.0 (+100.0%) | 46.2K +46.2K (+100.0%) | 0.00% +0.005 pp | 0.00% +0.002 pp | USD135.64 +0.0% | 1 qtrs NEW |
| 89 | QUANTBOT TECHNOLOGIES LP | 246.00 -5.2K (-95.5%) | 33.4K -719.5K (-95.6%) | 0.00% -0.079 pp | 0.00% -0.019 pp | USD146.81 -7.6% | 4 qtrs — |
| 90 | AMERITAS INVESTMENT PARTNERS, INC. | 238.00 +— (+0.0%) | 32.3K -345.0 (-1.1%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD87.68 +54.7% | 11 qtrs — |
| 91 | ADVISOR GROUP HOLDINGS, INC. | 218.00 -616.0 (-73.9%) | 29.6K -86.4K (-74.5%) | 0.00% -0.010 pp | 0.00% 0.000 pp | USD139.67 -2.9% | 6 qtrs — |
| 92 | TOWER RESEARCH CAPITAL LLC (TRC) | 202.00 -124.0 (-38.0%) | 27.4K -17.3K (-38.7%) | 0.00% -0.002 pp | 0.00% -0.001 pp | USD151.05 -10.2% | 13 qtrs — |
| 93 | NISA INVESTMENT ADVISORS, LLC | 154.00 -357.0 (-69.9%) | 20.9K -49.2K (-70.2%) | 0.00% -0.006 pp | 0.00% 0.000 pp | USD70.27 +93.0% | 7 qtrs — |
| 94 | STERLING CAPITAL MANAGEMENT LLC | 148.00 -31.0 (-17.3%) | 20.1K -4.5K (-18.2%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD155.86 -13.0% | 6 qtrs — |
| 95 | CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 135.00 +92.0 (+214.0%) | 18.3K +12.4K (+210.6%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD136.09 -0.3% | 4 qtrs — |
| 96 | FARTHER FINANCE ADVISORS, LLC | 89.00 +40.0 (+81.6%) | 12.1K +5.4K (+79.8%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD136.43 -0.6% | 2 qtrs — |
| 97 | AMALGAMATED BANK | 88.00 -9.0 (-9.3%) | 12.0K -1.0K (-7.7%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD40.33 +236.3% | 11 qtrs — |
| 98 | EASTERN BANK | 81.00 +81.0 (+100.0%) | 11.0K +11.0K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD135.63 +0.0% | 1 qtrs NEW |
| 99 | JONES FINANCIAL COMPANIES LLLP | 70.00 +— (+0.0%) | 9.5K -392.0 (-4.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD111.59 +21.6% | 7 qtrs — |
| 100 | LARSON FINANCIAL GROUP LLC | 59.00 -635.0 (-91.5%) | 8.0K -87.1K (-91.6%) | 0.00% -0.010 pp | 0.00% -0.003 pp | USD138.98 -2.4% | 3 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Innovator IBD 50 ETF FFTY | 1.00% | 894.1K | 0.80% |
| 2 | First Trust Small Cap Core AlphaDEX Fund FYX | 0.31% | 4.19M | 0.58% |
| 3 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.26% | 4.39M | 0.47% |
| 4 | U.S. Micro Cap Portfolio ETF DFMC | 0.20% | 16.12M | 0.43% |
| 5 | WisdomTree U.S. SmallCap Fund EES | 0.20% | 1.45M | 0.38% |
| 6 | Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT | 0.19% | 22.6K | 0.29% |
| 7 | iShares Micro-Cap ETF IWC | 0.19% | 2.82M | 0.60% |
| 8 | WisdomTree U.S. SmallCap Dividend Fund DES | 0.17% | 3.68M | 0.38% |
| 9 | First Trust Multi Cap Growth AlphaDEX Fund FAD | 0.13% | 718.9K | 0.63% |
| 10 | Dimensional - US Small Cap Value ETF DFSV | 0.07% | 5.74M | 0.30% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | Willis Austin Chandler | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 800 | 191.22 | 153.0K | 158,080 | D | ↗ |
| 2026-04-01 | Willis Austin Chandler | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 983 | 172.49 | 169.6K | 185,892 | D | ↗ |
| 2026-04-01 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 42,950 | 175.62 | 7.54M | 881,281 | D | ↗ |
| 2026-04-01 | Flaherty Scott B. | Officer | F-InKind | D | Common Stock | 15,808 | 175.62 | 2.78M | 81,392 | D | ↗ |
| 2026-03-31 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 437 | 170.49 | 74.5K | 924,231 | D | ↗ |
| 2026-03-30 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 331 | 167.99 | 55.6K | 927,513 | D | ↗ |
| 2026-03-27 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 478 | 168.02 | 80.3K | 942,483 | D | ↗ |
| 2026-03-26 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 3,170 | 171.35 | 543.2K | 944,061 | D | ↗ |
| 2026-03-25 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 1,000 | 177.57 | 177.6K | 947,231 | D | ↗ |
| 2026-03-19 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 5,590 | 170.53 | 953.3K | 949,231 | D | ↗ |
| 2026-03-18 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 238 | 167.55 | 39.9K | 13,560 | I | ↗ |
| 2026-03-17 | Jones Stephen Francis | Director | S-Sale | D | Common Stock | 587 | 167.26 | 98.2K | 1,459 | D | ↗ |
| 2026-03-16 | Willis Austin Chandler | Director / Officer / 10% Owner | M-Exempt | D | Performance-based Restricted Stock Award | 6,315 | 0.00 | — | 0 | D | ↗ |
| 2026-03-16 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | M-Exempt | D | Performance-based Restricted Stock Award | 10,888 | 0.00 | — | 0 | D | ↗ |
| 2026-03-16 | Flaherty Scott B. | Officer | M-Exempt | D | Performance-based Restricted Stock Award | 3,376 | 0.00 | — | 0 | D | ↗ |
| 2026-03-16 | Dameron Clifton | Officer | M-Exempt | D | Performance-based Restricted Stock Award | 2,635 | 0.00 | — | 0 | D | ↗ |
| 2026-03-02 | Willis Austin Chandler | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 40 | 200.89 | 8.0K | 181,346 | D | ↗ |
| 2026-02-02 | Willis Austin Chandler | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 200 | 183.00 | 36.6K | 187,946 | D | ↗ |
| 2026-01-30 | Hole Brian Richard | Officer | A-Award | A | Common Stock | 221 | 87.21 | 19.3K | 89,155 | D | ↗ |
| 2026-01-30 | Flaherty Scott B. | Officer | A-Award | A | Common Stock | 194 | 87.21 | 16.9K | 94,188 | D | ↗ |
| 2026-01-30 | Dameron Clifton | Officer | A-Award | A | Common Stock | 185 | 114.75 | 21.2K | 12,521 | D | ↗ |
| 2026-01-02 | Willis Austin Chandler | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 1,039 | 134.12 | 139.4K | 188,146 | D | ↗ |
| 2026-01-02 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | A-Award | A | Common Stock | 19,982 | 134.12 | 2.68M | 947,028 | D | ↗ |
| 2026-01-02 | Hole Brian Richard | Officer | F-InKind | D | Common Stock | 706 | 134.12 | 94.7K | 88,934 | D | ↗ |
| 2026-01-02 | Flaherty Scott B. | Officer | A-Award | A | Performance-based Restricted Stock Award | 9,292 | 0.00 | — | 9,292 | D | ↗ |
| 2026-01-02 | Dameron Clifton | Officer | F-InKind | D | Common Stock | 320 | 134.12 | 42.9K | 12,336 | D | ↗ |
| 2025-12-05 | Willis Austin Chandler | Director / Officer / 10% Owner | G-Gift | D | Common Stock | 795 | 0.00 | — | 177,673 | D | ↗ |
| 2025-12-04 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | D-Return | D | Common Stock | 30,000 | 126.28 | 3.79M | 927,046 | D | ↗ |
| 2025-12-02 | Willis Austin Chandler | Director / Officer | S-Sale | D | Common Stock | 47 | 121.40 | 5.7K | 22,322 | I | ↗ |
| 2025-12-01 | Willis Austin Chandler | Director / Officer | S-Sale | D | Common Stock | 4 | 121.50 | 486.01 | 2,566 | I | ↗ |
| 2025-11-14 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | A-Award | A | Non-Qualified Stock Option (right to buy) | 300,000 | 126.55 | 37.97M | 300,000 | D | ↗ |
| 2025-11-03 | Willis Austin Chandler | Director / Officer | S-Sale | D | Common Stock | 396 | 125.74 | 49.8K | 23,726 | I | ↗ |
| 2025-10-01 | Willis Austin Chandler | Director / Officer | S-Sale | D | Common Stock | 1 | 137.12 | 137.12 | 3,622 | I | ↗ |
| 2025-10-01 | Dameron Clifton | Officer | A-Award | A | Common Stock | 3,000 | 137.12 | 411.4K | 8,182 | D | ↗ |
| 2025-09-02 | Willis Austin Chandler | Director / Officer | S-Sale | D | Common Stock | 663 | 144.98 | 96.1K | 25,259 | I | ↗ |
| 2025-08-15 | Barrington Colm | Director | S-Sale | D | Common Stock | 2,000 | 157.13 | 314.3K | 6,872 | D | ↗ |
| 2025-08-12 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 100 | 147.13 | 14.7K | 986,946 | D | ↗ |
| 2025-08-11 | Hole Brian Richard | Officer | S-Sale | D | Common Stock | 9,142 | 150.13 | 1.37M | 89,640 | D | ↗ |
| 2025-08-08 | Hole Brian Richard | Officer | S-Sale | D | Common Stock | 600 | 150.17 | 90.1K | 98,782 | D | ↗ |
| 2025-08-07 | Hole Brian Richard | Officer | S-Sale | D | Common Stock | 120 | 150.00 | 18.0K | 99,382 | D | ↗ |
| 2025-08-06 | Hole Brian Richard | Officer | S-Sale | D | Common Stock | 1,296 | 150.51 | 195.1K | 99,502 | D | ↗ |
| 2025-08-01 | Willis Austin Chandler | Director / Officer | S-Sale | D | Common Stock | 100 | 137.60 | 13.8K | 192,863 | D | ↗ |
| 2025-07-31 | Hole Brian Richard | Officer | A-Award | A | Common Stock | 38 | 87.21 | 3.3K | 100,798 | D | ↗ |
| 2025-07-31 | Flaherty Scott B. | Officer | A-Award | A | Common Stock | 56 | 87.21 | 4.9K | 88,320 | D | ↗ |
| 2025-07-01 | Willis Austin Chandler | Director / Officer | S-Sale | D | Common Stock | 3,450 | 140.01 | 483.0K | 196,181 | D | ↗ |
| 2025-06-27 | Hole Brian Richard | Officer | S-Sale | D | Common Stock | 4,575 | 141.98 | 649.6K | 103,480 | D | ↗ |
| 2025-06-05 | Jones Stephen Francis | Director | A-Award | A | Common Stock | 872 | 143.40 | 125.0K | 2,046 | D | ↗ |
| 2025-06-05 | Curran Brendan | Director | A-Award | A | Common Stock | 872 | 143.40 | 125.0K | 8,872 | D | ↗ |
| 2025-06-05 | Barrington Colm | Director | A-Award | A | Common Stock | 872 | 143.40 | 125.0K | 8,872 | D | ↗ |
| 2025-06-04 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 307 | 138.50 | 42.5K | 987,046 | D | ↗ |
| 2025-06-03 | Willis Austin Chandler | Director / Officer | G-Gift | D | Common Stock | 113 | 0.00 | — | 199,631 | D | ↗ |
| 2025-06-03 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 600 | 140.26 | 84.2K | 998,296 | D | ↗ |
| 2025-06-02 | Willis Austin Chandler | Director / Officer | S-Sale | D | Common Stock | 1,922 | 131.50 | 252.7K | 200,172 | D | ↗ |
| 2025-05-27 | Hole Brian Richard | Officer | S-Sale | D | Common Stock | 2,893 | 133.72 | 386.9K | 108,055 | D | ↗ |
| 2025-05-23 | Hole Brian Richard | Officer | S-Sale | D | Common Stock | 2,807 | 131.49 | 369.1K | 110,948 | D | ↗ |
| 2025-05-14 | Poulakidas Dean Michael | Officer | D-Return | D | Common Stock | 4,308 | 0.00 | — | 152,107 | D | ↗ |
| 2025-05-14 | Dameron Clifton | Officer | — | — | Common Stock | 0 | 0.00 | — | 5,182 | D | ↗ |
| 2025-05-01 | Willis Austin Chandler | Director / Officer | S-Sale | D | Common Stock | 17 | 155.09 | 2.6K | 203,194 | D | ↗ |
| 2025-04-02 | Willis Austin Chandler | Director / Officer | S-Sale | D | Common Stock | 554 | 152.75 | 84.6K | 209,540 | D | ↗ |
| 2025-04-01 | Willis Austin Chandler | Director / Officer | A-Award | A | Common Stock | 23,200 | 157.41 | 3.65M | 181,234 | D | ↗ |
| 2025-04-01 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | F-InKind | D | Common Stock | 31,534 | 157.41 | 4.96M | 1,007,046 | D | ↗ |
| 2025-04-01 | Poulakidas Dean Michael | Officer | A-Award | A | Common Stock | 18,150 | 157.41 | 2.86M | 177,419 | D | ↗ |
| 2025-04-01 | Hole Brian Richard | Officer | A-Award | A | Common Stock | 15,200 | 157.41 | 2.39M | 121,661 | D | ↗ |
| 2025-04-01 | Flaherty Scott B. | Officer | A-Award | A | Common Stock | 23,250 | 157.41 | 3.66M | 104,946 | D | ↗ |
| 2025-03-28 | Willis Austin Chandler | Director / Officer | G-Gift | A | Common Stock | 5,000 | 0.00 | — | 25,922 | I | ↗ |
| 2025-03-28 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | G-Gift | D | Common Stock | 5,000 | 0.00 | — | 925,080 | D | ↗ |
| 2025-03-26 | Flaherty Scott B. | Officer | S-Sale | D | Common Stock | 1,539 | 170.90 | 263.0K | 69,296 | D | ↗ |
| 2025-03-25 | Flaherty Scott B. | Officer | S-Sale | D | Common Stock | 8,435 | 178.73 | 1.51M | 70,835 | D | ↗ |
| 2025-03-24 | Flaherty Scott B. | Officer | S-Sale | D | Common Stock | 5,026 | 184.50 | 927.3K | 79,270 | D | ↗ |
| 2025-03-19 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | A-Award | A | Common Stock | 44,904 | 186.90 | 8.39M | 930,080 | D | ↗ |
| 2025-03-03 | Willis Austin Chandler | Director / Officer | S-Sale | D | Common Stock | 297 | 205.21 | 60.9K | 159,134 | D | ↗ |
| 2025-02-03 | Willis Austin Chandler | Director / Officer | S-Sale | D | Common Stock | 1,069 | 189.31 | 202.4K | 163,865 | D | ↗ |
| 2025-01-31 | Hole Brian Richard | Officer | A-Award | A | Common Stock | 205 | 87.21 | 17.9K | 106,461 | D | ↗ |
| 2025-01-31 | Flaherty Scott B. | Officer | A-Award | A | Common Stock | 187 | 87.21 | 16.3K | 84,296 | D | ↗ |
| 2025-01-02 | Willis Austin Chandler | Director / Officer | S-Sale | D | Common Stock | 75 | 213.75 | 16.0K | 164,934 | D | ↗ |
| 2025-01-02 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | A-Award | A | Performance-based Restricted Stock Award | 20,100 | 0.00 | — | 20,100 | D | ↗ |
| 2025-01-02 | Poulakidas Dean Michael | Officer | A-Award | A | Performance-based Restricted Stock Award | 4,864 | 0.00 | — | 4,864 | D | ↗ |
| 2025-01-02 | Jones Stephen Francis | Director | A-Award | A | Common Stock | 1,174 | 212.96 | 250.0K | 1,174 | D | ↗ |
| 2025-01-02 | Hole Brian Richard | Officer | A-Award | A | Performance-based Restricted Stock Award | 7,638 | 0.00 | — | 7,638 | D | ↗ |
| 2025-01-02 | Flaherty Scott B. | Officer | A-Award | A | Performance-based Restricted Stock Award | 6,231 | 0.00 | — | 6,231 | D | ↗ |
| 2024-12-31 | McKeating Rae Ann | Director | D-Return | D | Common Stock | 3,000 | 0.00 | — | 13,250 | D | ↗ |
| 2024-12-26 | Willis Austin Chandler | Director / Officer | G-Gift | D | Common Stock | 85 | 0.00 | — | 160,697 | D | ↗ |
| 2024-12-06 | Willis Austin Chandler | Director / Officer | S-Sale | D | Common Stock | 500 | 200.47 | 100.2K | 162,382 | D | ↗ |
| 2024-11-19 | McKeating Rae Ann | Director | S-Sale | D | Common Stock | 250 | 186.71 | 46.7K | 16,250 | D | ↗ |
| 2024-11-18 | McKeating Rae Ann | Director | S-Sale | D | Common Stock | 500 | 194.32 | 97.2K | 16,500 | D | ↗ |
| 2024-11-12 | Flaherty Scott B. | Officer | S-Sale | D | Common Stock | 5,000 | 200.19 | 1.00M | 74,955 | D | ↗ |
| 2024-11-11 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | G-Gift | D | Common Stock | 4,719 | 0.00 | — | 871,776 | D | ↗ |
| 2024-11-08 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 700 | 212.08 | 148.5K | 879,957 | D | ↗ |
| 2024-11-08 | Hole Brian Richard | Officer | S-Sale | D | Common Stock | 20,000 | 203.31 | 4.07M | 81,164 | D | ↗ |
| 2024-11-08 | Flaherty Scott B. | Officer | S-Sale | D | Common Stock | 10,000 | 204.02 | 2.04M | 79,955 | D | ↗ |
| 2024-10-08 | Hole Brian Richard | Officer | A-Award | A | Common Stock | 11,066 | 154.73 | 1.71M | 107,655 | D | ↗ |
| 2024-09-09 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | A-Award | A | Common Stock | 28,670 | 104.64 | 3.00M | 937,203 | — | ↗ |
| 2024-09-05 | Keady Robert J. | Other | S-Sale | D | Common Stock | 99 | 100.02 | 9.9K | 4,016 | — | ↗ |
| 2024-09-04 | Keady Robert J. | Other | S-Sale | D | Common Stock | 2,776 | 102.29 | 284.0K | 4,115 | — | ↗ |
| 2024-09-03 | Keady Robert J. | Other | S-Sale | D | Common Stock | 228 | 102.23 | 23.3K | 6,891 | — | ↗ |
| 2024-08-30 | Keady Robert J. | Other | S-Sale | D | Common Stock | 1,378 | 106.66 | 147.0K | 7,119 | — | ↗ |
| 2024-08-30 | Hole Brian Richard | Officer | S-Sale | D | Common Stock | 1,187 | 106.17 | 126.0K | 96,589 | — | ↗ |
| 2024-08-29 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 3,129 | 104.16 | 325.9K | 918,608 | — | ↗ |
| 2024-08-29 | Keady Robert J. | Other | S-Sale | D | Common Stock | 1,378 | 104.58 | 144.1K | 8,497 | — | ↗ |
| 2024-08-29 | Hole Brian Richard | Officer | S-Sale | D | Common Stock | 1,811 | 105.25 | 190.6K | 97,776 | — | ↗ |
| 2024-08-28 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 51 | 107.75 | 5.5K | 921,837 | — | ↗ |
| 2024-08-28 | Keady Robert J. | Other | S-Sale | D | Common Stock | 106 | 109.33 | 11.6K | 9,875 | — | ↗ |
| 2024-08-28 | Hole Brian Richard | Officer | S-Sale | D | Common Stock | 1,314 | 105.84 | 139.1K | 99,587 | — | ↗ |
| 2024-08-27 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 638 | 106.23 | 67.8K | 932,742 | — | ↗ |
| 2024-08-27 | Keady Robert J. | Other | S-Sale | D | Common Stock | 1,180 | 108.30 | 127.8K | 9,981 | — | ↗ |
| 2024-08-26 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 6,027 | 108.92 | 656.4K | 936,023 | — | ↗ |
| 2024-08-26 | Keady Robert J. | Other | S-Sale | D | Common Stock | 643 | 109.37 | 70.3K | 11,161 | — | ↗ |
| 2024-08-26 | Flaherty Scott B. | Officer | S-Sale | D | Common Stock | 3,258 | 109.41 | 356.5K | 89,955 | — | ↗ |
| 2024-08-23 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 482 | 109.11 | 52.6K | 947,654 | — | ↗ |
| 2024-08-23 | Keady Robert J. | Other | S-Sale | D | Common Stock | 554 | 110.60 | 61.3K | 11,804 | — | ↗ |
| 2024-08-23 | Flaherty Scott B. | Officer | S-Sale | D | Common Stock | 1,742 | 109.22 | 190.3K | 93,213 | — | ↗ |
| 2024-08-22 | Keady Robert J. | Other | S-Sale | D | Common Stock | 1,066 | 108.65 | 115.8K | 12,358 | — | ↗ |
| 2024-08-21 | Keady Robert J. | Other | S-Sale | D | Common Stock | 534 | 111.84 | 59.7K | 13,424 | — | ↗ |
| 2024-08-20 | McKeating Rae Ann | Director | S-Sale | D | Common Stock | 250 | 105.76 | 26.4K | 17,000 | — | ↗ |
| 2024-08-20 | Keady Robert J. | Other | S-Sale | D | Common Stock | 1,086 | 107.21 | 116.4K | 13,958 | — | ↗ |
| 2024-08-19 | Keady Robert J. | Other | S-Sale | D | Common Stock | 1,077 | 103.62 | 111.6K | 15,044 | — | ↗ |
| 2024-08-16 | Keady Robert J. | Other | S-Sale | D | Common Stock | 1,060 | 98.96 | 104.9K | 16,121 | — | ↗ |
| 2024-08-15 | Keady Robert J. | Other | S-Sale | D | Common Stock | 1,187 | 96.47 | 114.5K | 17,181 | — | ↗ |
| 2024-08-14 | Keady Robert J. | Other | S-Sale | D | Common Stock | 1,340 | 93.28 | 125.0K | 18,368 | — | ↗ |
| 2024-08-13 | Keady Robert J. | Other | S-Sale | D | Common Stock | 2,770 | 92.54 | 256.3K | 19,708 | — | ↗ |
| 2024-08-12 | Keady Robert J. | Other | S-Sale | D | Common Stock | 2,528 | 91.08 | 230.3K | 22,478 | — | ↗ |
| 2024-08-09 | Keady Robert J. | Other | S-Sale | D | Common Stock | 2,899 | 91.48 | 265.2K | 25,006 | — | ↗ |
| 2024-08-08 | Keady Robert J. | Other | S-Sale | D | Common Stock | 1,225 | 92.08 | 112.8K | 27,905 | — | ↗ |
| 2024-07-31 | Hole Brian Richard | Officer | A-Award | A | Common Stock | 137 | 33.33 | 4.6K | 100,901 | — | ↗ |
| 2024-07-31 | Flaherty Scott B. | Officer | A-Award | A | Common Stock | 137 | 33.33 | 4.6K | 94,955 | — | ↗ |
| 2024-07-12 | Barrington Colm | Director | A-Award | A | Common Stock | 3,000 | 72.78 | 218.3K | 8,000 | — | ↗ |
| 2024-07-01 | Hole Brian Richard | Officer | S-Sale | D | Common Stock | 293 | 69.76 | 20.4K | 100,764 | — | ↗ |
| 2024-06-28 | Hole Brian Richard | Officer | S-Sale | D | Common Stock | 6,818 | 68.48 | 466.9K | 101,057 | — | ↗ |
| 2024-06-27 | Hole Brian Richard | Officer | S-Sale | D | Common Stock | 6,147 | 67.09 | 412.4K | 107,875 | — | ↗ |
| 2024-05-29 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 3,711 | 65.40 | 242.7K | 974,822 | — | ↗ |
| 2024-05-28 | Keady Robert J. | Other | S-Sale | D | Common Stock | 90 | 66.80 | 6.0K | 29,130 | — | ↗ |
| 2024-05-24 | Keady Robert J. | Other | S-Sale | D | Common Stock | 185 | 65.59 | 12.1K | 29,220 | — | ↗ |
| 2024-05-23 | Willis Austin Chandler | Director / Officer | G-Gift | A | Common Stock | 5,000 | 0.00 | — | 20,922 | I | ↗ |
| 2024-05-23 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | G-Gift | D | Common Stock | 5,000 | 0.00 | — | 980,033 | — | ↗ |
| 2024-05-23 | McKeating Rae Ann | Director | A-Award | A | Common Stock | 3,000 | 63.40 | 190.2K | 17,250 | — | ↗ |
| 2024-05-23 | Curran Brendan | Director | A-Award | A | Common Stock | 3,000 | 63.40 | 190.2K | 8,000 | — | ↗ |
| 2024-05-21 | McKeating Rae Ann | Director | S-Sale | D | Common Stock | 2,000 | 66.28 | 132.6K | 14,250 | — | ↗ |
| 2024-05-21 | Keady Robert J. | Other | S-Sale | D | Common Stock | 351 | 67.16 | 23.6K | 29,054 | — | ↗ |
| 2024-05-20 | Keady Robert J. | Other | S-Sale | D | Common Stock | 188 | 66.90 | 12.6K | 29,405 | — | ↗ |
| 2024-05-17 | Keady Robert J. | Other | S-Sale | D | Common Stock | 1,129 | 65.08 | 73.5K | 29,593 | — | ↗ |
| 2024-05-17 | HUNZIKER HANS JORG | Other | S-Sale | D | Common Stock | 673 | 65.09 | 43.8K | 19,842 | — | ↗ |
| 2024-05-16 | Keady Robert J. | Other | S-Sale | D | Common Stock | 152 | 64.69 | 9.8K | 30,722 | — | ↗ |
| 2024-05-15 | Keady Robert J. | Other | S-Sale | D | Common Stock | 948 | 64.42 | 61.1K | 30,874 | — | ↗ |
| 2024-05-15 | HUNZIKER HANS JORG | Other | S-Sale | D | Common Stock | 313 | 64.33 | 20.1K | 20,515 | — | ↗ |
| 2024-05-14 | Keady Robert J. | Other | S-Sale | D | Common Stock | 629 | 64.19 | 40.4K | 31,822 | — | ↗ |
| 2024-05-14 | HUNZIKER HANS JORG | Other | S-Sale | D | Common Stock | 165 | 64.26 | 10.6K | 20,663 | — | ↗ |
| 2024-05-13 | Keady Robert J. | Other | S-Sale | D | Common Stock | 1,985 | 64.78 | 128.6K | 32,451 | — | ↗ |
| 2024-05-13 | HUNZIKER HANS JORG | Other | S-Sale | D | Common Stock | 562 | 64.57 | 36.3K | 20,828 | — | ↗ |
| 2024-05-10 | Keady Robert J. | Other | S-Sale | D | Common Stock | 343 | 63.76 | 21.9K | 34,436 | — | ↗ |
| 2024-05-10 | HUNZIKER HANS JORG | Other | S-Sale | D | Common Stock | 182 | 63.67 | 11.6K | 21,390 | — | ↗ |
| 2024-05-09 | HUNZIKER HANS JORG | Other | S-Sale | D | Common Stock | 1,105 | 61.90 | 68.4K | 21,572 | — | ↗ |
| 2024-05-07 | Flaherty Scott B. | Officer | S-Sale | D | Common Stock | 3,701 | 56.37 | 208.6K | 94,818 | — | ↗ |
| 2024-05-06 | Flaherty Scott B. | Officer | S-Sale | D | Common Stock | 5,098 | 56.47 | 287.9K | 98,519 | — | ↗ |
| 2024-05-03 | Flaherty Scott B. | Officer | S-Sale | D | Common Stock | 3,999 | 54.45 | 217.7K | 103,617 | — | ↗ |
| 2024-05-02 | Flaherty Scott B. | Officer | S-Sale | D | Common Stock | 2,637 | 51.72 | 136.4K | 107,616 | — | ↗ |
| 2024-04-19 | Flaherty Scott B. | Officer | S-Sale | D | Common Stock | 100 | 50.01 | 5.0K | 110,253 | — | ↗ |
| 2024-04-18 | Flaherty Scott B. | Officer | S-Sale | D | Common Stock | 100 | 50.35 | 5.0K | 110,353 | — | ↗ |
| 2024-04-17 | Flaherty Scott B. | Officer | S-Sale | D | Common Stock | 200 | 50.00 | 10.0K | 110,453 | — | ↗ |
| 2024-04-16 | Flaherty Scott B. | Officer | S-Sale | D | Common Stock | 2,200 | 50.43 | 110.9K | 110,653 | — | ↗ |
| 2024-04-05 | Flaherty Scott B. | Officer | S-Sale | D | Common Stock | 400 | 50.08 | 20.0K | 112,853 | — | ↗ |
| 2024-04-04 | Flaherty Scott B. | Officer | S-Sale | D | Common Stock | 200 | 50.18 | 10.0K | 113,253 | — | ↗ |
| 2024-04-03 | Flaherty Scott B. | Officer | S-Sale | D | Common Stock | 100 | 50.00 | 5.0K | 113,453 | — | ↗ |
| 2024-04-01 | Willis Austin Chandler | Director / Officer | A-Award | A | Common Stock | 43,500 | 48.78 | 2.12M | 183,335 | — | ↗ |
| 2024-04-01 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | A-Award | A | Common Stock | 40,000 | 48.78 | 1.95M | 948,577 | — | ↗ |
| 2024-04-01 | Poulakidas Dean Michael | Officer | F-InKind | D | Common Stock | 7,329 | 48.78 | 357.5K | 146,346 | — | ↗ |
| 2024-04-01 | Hole Brian Richard | Officer | A-Award | A | Common Stock | 15,200 | 48.78 | 741.5K | 105,421 | — | ↗ |
| 2024-04-01 | Flaherty Scott B. | Officer | A-Award | A | Common Stock | 12,400 | 48.78 | 604.9K | 104,009 | — | ↗ |
| 2024-03-28 | HUNZIKER HANS JORG | Other | S-Sale | D | Common Stock | 215 | 49.55 | 10.7K | 22,677 | — | ↗ |
| 2024-03-27 | HUNZIKER HANS JORG | Other | S-Sale | D | Common Stock | 466 | 49.49 | 23.1K | 22,892 | — | ↗ |
| 2024-03-26 | HUNZIKER HANS JORG | Other | S-Sale | D | Common Stock | 452 | 49.45 | 22.4K | 23,358 | — | ↗ |
| 2024-03-25 | HUNZIKER HANS JORG | Other | S-Sale | D | Common Stock | 183 | 49.46 | 9.1K | 23,627 | — | ↗ |
| 2024-03-22 | HUNZIKER HANS JORG | Other | S-Sale | D | Common Stock | 332 | 49.55 | 16.5K | 23,810 | — | ↗ |
| 2024-03-21 | HUNZIKER HANS JORG | Other | S-Sale | D | Common Stock | 63 | 49.48 | 3.1K | 24,142 | — | ↗ |
| 2024-03-20 | HUNZIKER HANS JORG | Other | S-Sale | D | Common Stock | 789 | 49.32 | 38.9K | 24,205 | — | ↗ |
| 2024-02-12 | Flaherty Scott B. | Officer | S-Sale | D | Common Stock | 614 | 50.11 | 30.8K | 91,609 | — | ↗ |
| 2024-02-09 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 1,178 | 49.77 | 58.6K | 908,577 | — | ↗ |
| 2024-02-09 | Flaherty Scott B. | Officer | S-Sale | D | Common Stock | 275 | 50.00 | 13.8K | 92,223 | — | ↗ |
| 2024-02-08 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 362 | 47.72 | 17.3K | 910,387 | — | ↗ |
| 2024-02-07 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 234 | 47.70 | 11.2K | 910,749 | — | ↗ |
| 2024-02-06 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 17 | 48.59 | 826.03 | 910,983 | — | ↗ |
| 2024-02-05 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 259 | 47.59 | 12.3K | 911,353 | — | ↗ |
| 2024-02-02 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 329 | 47.86 | 15.7K | 911,628 | — | ↗ |
| 2024-02-01 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 289 | 48.56 | 14.0K | 911,957 | — | ↗ |
| 2024-01-31 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 522 | 49.51 | 25.8K | 912,246 | — | ↗ |
| 2024-01-31 | Hole Brian Richard | Officer | A-Award | A | Common Stock | 500 | 33.33 | 16.7K | 90,221 | — | ↗ |
| 2024-01-31 | Flaherty Scott B. | Officer | A-Award | A | Common Stock | 500 | 33.33 | 16.7K | 92,498 | — | ↗ |
| 2024-01-30 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 425 | 49.75 | 21.1K | 912,768 | — | ↗ |
| 2024-01-29 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 732 | 49.45 | 36.2K | 913,193 | — | ↗ |
| 2024-01-29 | Flaherty Scott B. | Officer | S-Sale | D | Common Stock | 121 | 50.01 | 6.1K | 91,998 | — | ↗ |
| 2024-01-26 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 269 | 49.50 | 13.3K | 913,925 | — | ↗ |
| 2024-01-25 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 766 | 49.77 | 38.1K | 914,210 | — | ↗ |
| 2024-01-25 | Flaherty Scott B. | Officer | S-Sale | D | Common Stock | 255 | 50.13 | 12.8K | 92,119 | — | ↗ |
| 2024-01-24 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 515 | 46.63 | 24.0K | 915,178 | — | ↗ |
| 2024-01-23 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 626 | 46.87 | 29.3K | 915,972 | — | ↗ |
| 2024-01-22 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 657 | 47.07 | 30.9K | 916,960 | — | ↗ |
| 2024-01-19 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 2,271 | 46.49 | 105.6K | 917,617 | — | ↗ |
| 2024-01-18 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 76 | 46.42 | 3.5K | 919,888 | — | ↗ |
| 2024-01-17 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 73 | 46.60 | 3.4K | 920,586 | — | ↗ |
| 2024-01-16 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 694 | 46.51 | 32.3K | 921,275 | — | ↗ |
| 2024-01-12 | WILLIS CHARLES F IV | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 441 | 47.14 | 20.8K | 921,969 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Charles F. Willis, IV Executive Chairman | 1.21M | 5.25M | 33.63M | 11.36M | — | 637.1K | 52.09M | 86.37% | ↗ |
| 2 | 2025 | Austin C. Willis Chief Executive Officer | 850.7K | 3.45M | 14.64M | — | — | 275.9K | 19.21M | 76.20% | ↗ |
| 3 | 2025 | Brian R. Hole President | 664.6K | 1.97M | 9.59M | — | — | 47.7K | 12.28M | 78.11% | ↗ |
| 4 | 2025 | Scott B. Flaherty Chief Financial Officer | 607.3K | 1.40M | 7.82M | — | — | 93.1K | 9.93M | 78.81% | ↗ |
| 5 | 2024 | Charles F. Willis, IV Executive Chairman | 1.21M | 4.19M | 8.61M | — | — | 152.2K | 14.16M | 60.82% | ↗ |
| 6 | 2024 | Austin C. Willis Chief Executive Officer | 825.4K | 2.86M | 3.25M | — | — | 274.3K | 7.21M | 45.13% | ↗ |
| 7 | 2024 | Brian R. Hole President | 663.7K | 2.03M | 3.84M | — | — | 48.1K | 6.59M | 58.36% | ↗ |
| 8 | 2024 | Scott B. Flaherty Chief Financial Officer | 565.7K | 1.00M | 1.74M | — | — | 78.6K | 3.39M | 51.37% | ↗ |
| 9 | 2023 | Charles F. Willis, IV Executive Chairman | 1.10M | 3.03M | 6.49M | — | — | 160.1K | 10.78M | 60.18% | ↗ |
| 10 | 2023 | Austin C. Willis Chief Executive Officer | 697.4K | 1.95M | 3.62M | — | — | 220.3K | 6.48M | 55.82% | ↗ |
| 11 | 2023 | Brian R. Hole President | 702.7K | 1.29M | 2.40M | — | — | 76.6K | 4.47M | 53.62% | ↗ |
| 12 | 2022 | Charles F. Willis, IV Executive Chairman | 1.10M | 1.00M | 3.91M | — | — | 207.0K | 6.21M | 62.92% | ↗ |
| 13 | 2022 | Austin C. Willis Chief Executive Officer | 580.7K | — | 1.28M | — | — | 93.4K | 1.95M | 65.47% | ↗ |
| 14 | 2022 | Brian R. Hole President | 499.2K | — | 1.07M | — | — | 23.6K | 1.59M | 67.11% | ↗ |
| 15 | 2021 | Charles F. Willis, IV Executive Chairman | 1.10M | — | 6.40M | — | — | 416.6K | 7.92M | 80.88% | ↗ |
| 16 | 2021 | Scott B. Flaherty Senior Vice President and Chief Financial Officer | 435.0K | — | 1.45M | — | — | 61.9K | 1.95M | 74.50% | ↗ |
| 17 | 2021 | Brian R. Hole President | 453.0K | — | 1.28M | — | — | 86.0K | 1.82M | 70.36% | ↗ |
| 18 | 2021 | Austin C. Willis Chief Executive Officer | 375.0K | — | 907.1K | — | — | 54.6K | 1.34M | 67.86% | ↗ |
| 19 | 2020 | Charles F. Willis, IV Chief Executive Officer | 971.2K | — | 4.75M | — | 3.26M | 306.2K | 9.29M | 51.12% | ↗ |
| 20 | 2020 | Charles F. Willis, IV Executive Chairman | 971.3K | — | 4.75M | — | 3.26M | 306.2K | 9.29M | 51.12% | ↗ |
| 21 | 2020 | Brian R. Hole President | 348.6K | — | 933.8K | — | 1.15M | 34.1K | 2.47M | 37.85% | ↗ |
| 22 | 2020 | Scott B. Flaherty Senior Vice President and Chief Financial Officer | 312.9K | — | 662.1K | — | 607.6K | 51.9K | 1.63M | 40.51% | ↗ |
| 23 | 2020 | Austin C. Willis Chief Executive Officer | 264.0K | — | 662.1K | — | 512.6K | 47.8K | 1.49M | 44.54% | ↗ |
| 24 | 2019 | Charles F. Willis, IV Chief Executive Officer | 1.05M | — | 5.79M | — | 3.58M | 259.3K | 10.68M | 54.24% | ↗ |
| 25 | 2019 | Brian R. Hole President | 435.8K | — | 1.07M | — | 1.26M | 19.6K | 2.79M | 38.39% | ↗ |
| 26 | 2019 | Scott B. Flaherty Senior Vice President and Chief Financial Officer | 391.1K | — | 755.8K | — | 666.8K | 164.2K | 1.98M | 38.21% | ↗ |
| 27 | 2018 | Charles F. Willis, IV Chief Executive Officer | 1.05M | — | 4.11M | — | 2.48M | 390.1K | 8.03M | 51.22% | ↗ |
| 28 | 2018 | Scott B. Flaherty Senior Vice President and Chief Financial Officer | 391.1K | — | 908.4K | — | 461.6K | 391.5K | 2.15M | 42.20% | ↗ |
| 29 | 2018 | Brian R. Hole President | 435.8K | — | 822.7K | — | 874.2K | 15.3K | 2.15M | 38.30% | ↗ |
| 30 | 2018 | Dean M. Poulakidas Senior Vice President, General Counsel and Corporate Secretary | 391.1K | — | 565.6K | — | 461.6K | 15.7K | 1.43M | 39.44% | ↗ |
| 31 | 2018 | Austin C. Willis Senior Vice President, Corporate Development | 330.0K | — | 565.6K | — | 390.5K | 18.4K | 1.30M | 43.36% | ↗ |
| 32 | 2017 | Charles F. Willis, IV Chief Executive Officer | 1.00M | — | 2.48M | — | 1.70M | 258.9K | 5.44M | 45.56% | ↗ |
| 33 | 2017 | Brian R. Hole President | 406.3K | — | 569.3K | — | 585.9K | 13.1K | 1.57M | 36.15% | ↗ |
| 34 | 2017 | Scott B. Flaherty Senior Vice President and Chief Financial Officer | 366.9K | — | 379.5K | — | 311.6K | 42.2K | 1.10M | 34.50% | ↗ |
| 35 | 2017 | Dean M. Poulakidas Senior Vice President, General Counsel and Corporate Secretary | 372.5K | — | 379.5K | — | 317.2K | 13.9K | 1.08M | 35.04% | ↗ |
| 36 | 2017 | Austin C. Willis Senior Vice President, Corporate Development | 262.5K | — | — | — | 130.8K | 43.2K | 436.5K | 0.00% | ↗ |
| 37 | 2016 | Charles F. Willis, IV, Chief Executive Officer | 991.7K | — | 1.58M | — | 1.70M | 247.9K | 4.53M | 34.98% | ↗ |
| 38 | 2016 | Charles F. Willis, IV Chief Executive Officer | 991.7K | — | 1.58M | — | 1.70M | 247.9K | 4.53M | 34.98% | ↗ |
| 39 | 2016 | Scott B. Flaherty Senior Vice President and Chief Financial Officer | 199.3K | 70.0K | 233.9K | — | 176.6K | 74.8K | 754.6K | 31.00% | ↗ |
| 40 | 2016 | Brian R. Hole President | 364.5K | — | 108.1K | — | 257.0K | 9.7K | 739.3K | 14.62% | ↗ |
| 41 | 2016 | Dean M. Poulakidas Senior Vice President, General Counsel and Corporate Secretary | 369.4K | — | — | — | 318.9K | 11.5K | 699.7K | 0.00% | ↗ |
| 42 | 2016 | Dean M. Poulakidas, Senior Vice President General Counsel and Corporate Secretary | 369.4K | — | — | — | 318.9K | 11.5K | 699.7K | 0.00% | ↗ |
| 43 | 2016 | Anthony R. Spaulding Former Senior Vice President Technical Engine Services and Program Chief Services Officer | 262.5K | — | — | — | 165.4K | 10.2K | 438.1K | 0.00% | ↗ |
| 44 | 2016 | Bradley S. Forsyth, Former Senior Vice President and Chief Financial Officer | 109.6K | — | — | — | — | 4.0K | 113.6K | 0.00% | ↗ |
| 45 | 2016 | Ernest J. Furtado Interim Chief Financial Officer | 88.8K | — | — | — | — | 1.6K | 90.4K | 0.00% | ↗ |
| 46 | 2015 | Charles F. Willis, IV, Chief Executive Officer | 950.0K | 815.0K | 2.31M | — | — | 325.0K | 4.40M | 52.46% | ↗ |
| 47 | 2015 | Charles F. Willis, IV Chief Executive Officer | 950.0K | 815.0K | 2.31M | — | — | 325.0K | 4.40M | 52.46% | ↗ |
| 48 | 2015 | Donald A. Nunemaker, President | 456.9K | 508.0K | — | — | — | 23.3K | 988.2K | 0.00% | ↗ |
| 49 | 2015 | Dean M. Poulakidas, Senior Vice President General Counsel and Corporate Secretary | 360.0K | 154.0K | — | — | — | 17.2K | 531.2K | 0.00% | ↗ |
| 50 | 2015 | Dean M. Poulakidas Senior Vice President, General Counsel and Corporate Secretary | 360.0K | 154.0K | — | — | — | 17.2K | 531.2K | 0.00% | ↗ |
| 51 | 2015 | Brian R. Hole President | 306.0K | 202.0K | — | — | — | 7.9K | 515.9K | 0.00% | ↗ |
| 52 | 2015 | Bradley S. Forsyth, Senior Vice President and Chief Financial Officer | 327.2K | 130.0K | — | — | — | 15.9K | 473.1K | 0.00% | ↗ |
| 53 | 2015 | Bradley S. Forsyth, Former Senior Vice President and Chief Financial Officer | 327.2K | 130.0K | — | — | — | 15.9K | 473.1K | 0.00% | ↗ |
| 54 | 2015 | Judith M. Webber, Senior Vice President Technical Services | 256.8K | 66.0K | — | — | — | 12.1K | 334.9K | 0.00% | ↗ |
| 55 | 2015 | Anthony R. Spaulding Former Senior Vice President Technical Engine Services and Program Chief Services Officer | 235.2K | 61.0K | — | — | — | 10.1K | 306.3K | 0.00% | ↗ |
| 56 | 2014 | Charles F. Willis, IV, Chief Executive Officer | 931.3K | — | 1.96M | — | — | 690.4K | 3.58M | 54.76% | ↗ |
| 57 | 2014 | Charles F. Willis, IV, Chief Executive Officer | 931.3K | — | 1.96M | — | — | 690.4K | 3.58M | 54.76% | ↗ |
| 58 | 2014 | Dean M. Poulakidas, Senior Vice President General Counsel and Corporate Secretary | 397.5K | 20.0K | 405.2K | — | — | 25.0K | 847.7K | 47.80% | ↗ |
| 59 | 2014 | Dean M. Poulakidas, Senior Vice President, General Counsel and | 397.5K | 20.0K | 405.2K | — | — | 25.0K | 847.7K | 47.80% | ↗ |
| 60 | 2014 | Donald A. Nunemaker, President | 412.5K | — | 405.2K | — | — | 23.0K | 840.7K | 48.20% | ↗ |
| 61 | 2014 | Donald A. Nunemaker, President | 412.5K | — | 405.2K | — | — | 23.0K | 840.7K | 48.20% | ↗ |
| 62 | 2014 | Bradley S. Forsyth, Senior Vice President and Chief Financial | 361.3K | 18.0K | 202.6K | — | — | 15.2K | 597.1K | 33.93% | ↗ |
| 63 | 2014 | Bradley S. Forsyth, Former Senior Vice President and Chief Financial Officer | 361.3K | 18.0K | 202.6K | — | — | 15.2K | 597.1K | 33.93% | ↗ |
| 64 | 2014 | Bradley S. Forsyth, Senior Vice President and Chief Financial Officer | 361.3K | 18.0K | 202.6K | — | — | 15.2K | 597.1K | 33.93% | ↗ |
| 65 | 2014 | Judith M. Webber, Senior Vice President, Technical Services | 248.4K | — | — | — | — | 11.9K | 260.4K | 0.00% | ↗ |
| 66 | 2014 | Judith M. Webber, Senior Vice President Technical Services | 248.4K | — | — | — | — | 11.9K | 260.4K | 0.00% | ↗ |
| 67 | 2013 | Charles F. Willis, IV, Chief Executive Officer | 875.0K | 400.0K | 936.0K | — | — | 773.0K | 2.98M | 31.37% | ↗ |
| 68 | 2013 | Charles F. Willis, IV, Chief Executive Officer | 875.0K | 400.0K | 936.0K | — | — | 773.0K | 2.98M | 31.37% | ↗ |
| 69 | 2013 | Donald A. Nunemaker, President | 375.0K | 100.0K | 216.0K | — | — | 38.1K | 729.1K | 29.62% | ↗ |
| 70 | 2013 | Donald A. Nunemaker, President | 375.0K | 100.0K | 216.0K | — | — | 38.1K | 729.1K | 29.62% | ↗ |
| 71 | 2013 | Dean M. Poulakidas, Senior Vice President, General Counsel and | 300.0K | 60.0K | 216.0K | — | — | 11.7K | 587.7K | 36.76% | ↗ |
| 72 | 2013 | Dean M. Poulakidas, Senior Vice President General Counsel and Corporate Secretary | 300.0K | 60.0K | 216.0K | — | — | 11.7K | 587.7K | 36.76% | ↗ |
| 73 | 2013 | Bradley S. Forsyth, Senior Vice President and Chief Financial | 320.0K | 60.0K | 72.0K | — | — | 11.8K | 463.8K | 15.52% | ↗ |
| 74 | 2013 | Bradley S. Forsyth, Senior Vice President and Chief Financial Officer | 320.0K | 60.0K | 72.0K | — | — | 11.8K | 463.8K | 15.52% | ↗ |
| 75 | 2013 | Paul D. "Dave" Johnson, Senior Vice President, Marketing and Sales | 262.5K | — | — | — | — | 173.0K | 435.5K | 0.00% | ↗ |
| 76 | 2013 | Judith M. Webber, Senior Vice President Technical Services | 223.3K | 25.0K | 72.0K | — | — | 13.5K | 333.8K | 21.57% | ↗ |
| 77 | 2013 | Judith M. Webber, Senior Vice President, Technical Services | 223.3K | 25.0K | 72.0K | — | — | 13.5K | 333.8K | 21.57% | ↗ |
| 78 | 2012 | Charles F. Willis, IV, Chief Executive Officer | 825.0K | 450.0K | 1.80M | — | — | 545.2K | 3.62M | 49.69% | ↗ |
| 79 | 2012 | Charles F. Willis, IV, Chief Executive Officer | 825.0K | 450.0K | 1.80M | — | — | 545.2K | 3.62M | 49.69% | ↗ |
| 80 | 2012 | Donald A. Nunemaker, President | 375.0K | 56.3K | 550.4K | — | — | 30.1K | 1.01M | 54.40% | ↗ |
| 81 | 2012 | Donald A. Nunemaker, President | 375.0K | 56.3K | 550.4K | — | — | 30.1K | 1.01M | 54.40% | ↗ |
| 82 | 2012 | Bradley S. Forsyth, Senior Vice President and Chief Financial | 320.0K | 40.0K | 483.1K | — | — | 12.3K | 855.4K | 56.48% | ↗ |
| 83 | 2012 | Bradley S. Forsyth, Senior Vice President and Chief Financial | 320.0K | 40.0K | 483.1K | — | — | 12.3K | 855.4K | 56.48% | ↗ |
| 84 | 2012 | Thomas C. Nord GC, SVP, Secretary | 328.9K | — | 94.2K | — | — | 15.0K | 438.1K | 21.51% | ↗ |
| 85 | 2012 | Paul D. "Dave" Johnson, Senior Vice President, Marketing and Sales | 300.0K | — | 94.2K | — | — | 10.9K | 405.1K | 23.26% | ↗ |
| 86 | 2012 | Paul D. "Dave" Johnson, Senior Vice President, Marketing and Sales | 300.0K | — | 94.2K | — | — | 10.9K | 405.1K | 23.26% | ↗ |
| 87 | 2012 | Judith M. Webber, Senior Vice President, Technical Services | 223.3K | 50.0K | 94.2K | — | — | 13.1K | 380.6K | 24.75% | ↗ |
| 88 | 2012 | Dean M. Poulakidas, Senior Vice President, General Counsel and | 270.0K | 81.0K | — | — | — | 8.0K | 359.0K | 0.00% | ↗ |
| 89 | 2011 | Charles F. Willis, IV, Chief Executive Officer | 806.4K | — | 1.24M | — | 737.7K | 1.26M | 4.04M | 30.56% | ↗ |
| 90 | 2011 | Charles F. Willis, IV CEO | 806.4K | — | 1.24M | — | 737.7K | 1.26M | 4.04M | 30.56% | ↗ |
| 91 | 2011 | Donald A. Nunemaker President | 358.8K | — | 564.5K | — | 246.1K | 23.6K | 1.19M | 47.32% | ↗ |
| 92 | 2011 | Bradley S. Forsyth, Senior Vice President and Chief Financial | 311.8K | — | 404.5K | — | 171.1K | 12.1K | 899.4K | 44.97% | ↗ |
| 93 | 2011 | Bradley S. Forsyth CFO, SVP | 311.8K | — | 404.5K | — | 171.1K | 12.1K | 899.4K | 44.97% | ↗ |
| 94 | 2011 | Thomas C. Nord GC, SVP, Secretary | 296.0K | — | 193.2K | — | 135.4K | 14.7K | 639.3K | 30.22% | ↗ |
| 95 | 2011 | Judith M. Webber SVP, Technical | 222.5K | — | 287.4K | — | 61.1K | 13.8K | 584.7K | 49.15% | ↗ |
| 96 | 2011 | Judith M. Webber, Senior Vice President, Technical Services | 222.5K | — | 287.4K | — | 61.1K | 12.4K | 583.3K | 49.27% | ↗ |
| 97 | 2011 | Paul D. "Dave" Johnson, Senior Vice President, Marketing and Sales | 200.0K | — | 128.8K | — | 91.5K | 6.4K | 426.7K | 30.19% | ↗ |
| 98 | 2011 | Dean M. Poulakidas, Senior Vice President, General Counsel and | 84.8K | — | 116.3K | — | 25.5K | 8.0K | 234.6K | 49.58% | ↗ |
| 99 | 2010 | Charles F. Willis, IV CEO | 750.8K | — | 703.8K | — | 460.5K | 619.0K | 2.53M | 27.77% | ↗ |
| 100 | 2010 | Charles F. Willis, IV CEO | 750.8K | — | 703.8K | — | 460.5K | 619.0K | 2.53M | 27.77% | ↗ |
| 101 | 2010 | Jesse V. Crews | 350.0K | — | 175.0K | — | 107.3K | 15.1K | 647.4K | 27.03% | ↗ |
| 102 | 2010 | Donald A. Nunemaker President | 307.9K | — | 155.0K | — | 94.4K | 23.8K | 581.1K | 26.67% | ↗ |
| 103 | 2010 | Donald A. Nunemaker President | 307.9K | — | 155.0K | — | 94.4K | 23.8K | 581.1K | 26.67% | ↗ |
| 104 | 2010 | Thomas C. Nord GC, SVP, Secretary | 295.0K | — | 148.0K | — | 90.5K | 15.1K | 548.5K | 26.98% | ↗ |
| 105 | 2010 | Thomas C. Nord GC, SVP, Secretary | 295.0K | — | 148.0K | — | 90.5K | 15.1K | 548.5K | 26.98% | ↗ |
| 106 | 2010 | Bradley S. Forsyth CFO, SVP | 284.7K | — | 143.5K | — | 104.8K | 12.3K | 545.2K | 26.32% | ↗ |
| 107 | 2010 | Bradley S. Forsyth CFO, SVP | 284.7K | — | 143.5K | — | 104.8K | 12.3K | 545.2K | 26.32% | ↗ |
| 108 | 2010 | Judith M. Webber SVP, Technical | 220.0K | — | 110.0K | — | 40.5K | 11.0K | 381.5K | 28.83% | ↗ |
| 109 | 2009 | Charles F. Willis, IV PRES., CEO | 682.5K | — | — | — | 779.4K | 206.0K | 1.67M | 0.00% | ↗ |
| 110 | 2009 | Bradley S. Forsyth SVP, CFO | 273.0K | — | — | — | 217.1K | 12.3K | 502.4K | 0.00% | ↗ |
| 111 | 2009 | Thomas C. Nord SVP, GC, Secretary | 290.0K | — | — | — | 195.6K | 15.1K | 500.7K | 0.00% | ↗ |
| 112 | 2009 | Donald A. Nunemaker EVP, GM-Leasing | 297.3K | — | — | — | 169.7K | 28.7K | 495.8K | 0.00% | ↗ |
| 113 | 2009 | Jesse V. Crews | 149.9K | 74.9K | 136.9K | — | 85.6K | 8.5K | 455.8K | 30.04% | ↗ |
| 114 | 2008 | Charles F. Willis, IV PRES., CEO | 682.5K | — | 1.98M | — | 1.28M | 113.4K | 4.05M | 48.82% | ↗ |
| 115 | 2008 | Bradley S. Forsyth SVP, CFO | 260.0K | — | 638.5K | — | 291.5K | 8.0K | 1.24M | 51.36% | ↗ |
| 116 | 2008 | Thomas C. Nord SVP, GC, Secretary | 290.0K | — | 541.2K | — | 271.0K | 14.2K | 1.12M | 48.48% | ↗ |
| 117 | 2008 | Donald A. Nunemaker EVP, GM-Leasing | 297.3K | — | 516.3K | — | 277.8K | 22.0K | 1.11M | 46.38% | ↗ |
| 118 | 2007 | Charles F. Willis, IV PRES., CEO | 650.0K | — | 1.42M | — | 920.5K | 53.5K | 3.25M | 43.80% | ↗ |
| 119 | 2007 | Thomas C. Nord SVP, GC, Secretary | 265.0K | — | 422.9K | — | 187.6K | 13.5K | 889.1K | 47.57% | ↗ |
| 120 | 2007 | Bradley S. Forsyth SVP, CFO | 230.0K | — | 335.4K | — | 245.4K | 58.0K | 868.8K | 38.61% | ↗ |
| 121 | 2007 | Donald A. Nunemaker EVP, GM-Leasing | 297.3K | — | 216.9K | — | 210.5K | 24.3K | 749.0K | 28.96% | ↗ |
| 122 | 2007 | Lee G. Beaumont EVP, COO | 173.5K | — | 7.6K | — | 88.7K | 11.0K | 280.9K | 2.72% | ↗ |
| 123 | 2006 | Charles F. Willis, Chief Executive Officer | 618.1K | — | — | — | 584.4K | 38.0K | 1.24M | 0.00% | ↗ |
| 124 | 2006 | Charles F. Willis, PRES., CEO | 618.1K | — | — | — | 584.4K | 38.0K | 1.24M | 0.00% | ↗ |
| 125 | 2006 | Robert M. Warwick | 235.0K | — | — | — | 137.3K | 157.5K | 634.4K | 0.00% | ↗ |
| 126 | 2006 | Thomas E. MacAleavey Senior Vice President, Sales Marketing | 200.0K | — | — | — | 371.2K | 13.2K | 584.4K | 0.00% | ↗ |
| 127 | 2006 | Donald A. Nunemaker EVP, GM-Leasing | 297.3K | — | — | — | 238.9K | 19.4K | 555.6K | 0.00% | ↗ |
| 128 | 2006 | Donald A. Nunemaker Executive Vice President, COO | 297.3K | — | — | — | 238.9K | 19.4K | 555.6K | 0.00% | ↗ |
| 129 | 2006 | Lee G. Beaumont EVP, COO | 182.5K | — | — | — | 150.6K | 35.3K | 368.3K | 0.00% | ↗ |
| 130 | 2006 | Lee G. Beaumont EVP, COO | 182.5K | — | — | — | 150.6K | 35.3K | 368.3K | 0.00% | ↗ |
| 131 | 2006 | Thomas C. Nord SVP, GC, Secretary | 237.0K | — | — | — | 113.9K | 12.9K | 363.8K | 0.00% | ↗ |
| 132 | 2006 | Thomas C. Nord Senior Vice President, General Counsel, Secretary | 237.0K | — | — | — | 113.9K | 12.9K | 363.8K | 0.00% | ↗ |
| 133 | 2006 | Judith M. Webber SVP, Technical Svcs. | 168.1K | — | — | — | 47.7K | 9.8K | 225.5K | 0.00% | ↗ |
| 134 | 2006 | Bradley S. Forsyth | — | — | — | — | — | — | — | — | ↗ |
| 135 | 2005 | Charles F. Willis, IV Chief Executive Officer | 575.0K | 369.0K | — | 59.0K | — | 9.0K | 953.0K | 6.19% | ↗ |
| 136 | 2005 | Thomas E. MacAleavey Senior Vice President, Sales Marketing | 200.0K | 400.0K | — | 20.0K | — | 9.0K | 609.0K | 3.28% | ↗ |
| 137 | 2005 | Donald A. Nunemaker Executive Vice President, COO | 270.3K | 147.4K | — | 28.0K | — | 9.0K | 426.7K | 6.56% | ↗ |
| 138 | 2005 | Monica J. Burke Executive Vice President, CFO | 247.5K | 109.4K | — | 24.0K | — | 9.0K | 365.9K | 6.56% | ↗ |
| 139 | 2005 | Thomas C. Nord Senior Vice President, General Counsel, Secretary | 220.5K | 80.7K | — | 22.0K | — | 9.0K | 310.2K | 7.09% | ↗ |
| 140 | 2005 | Judith M. Webber Senior Vice President, Technical Services | 173.1K | 33.3K | — | 15.0K | — | 8.1K | 214.5K | 6.99% | ↗ |
| 141 | 2005 | Robert M. Warwick | 82.5K | 25.9K | — | 16.0K | — | 3.2K | 111.5K | 14.34% | ↗ |
| 142 | 2005 | Steven D. Oldenburg | 57.6K | — | — | 40.0K | — | — | 57.6K | 69.49% | ↗ |
| 143 | 2004 | Charles F. Willis, IV Chief Executive Officer | 537.5K | 308.9K | — | — | — | 8.0K | 854.4K | 0.00% | ↗ |
| 144 | 2004 | Thomas E. MacAleavey Senior Vice President, Sales Marketing | 200.0K | 365.8K | — | — | — | 8.0K | 573.8K | 0.00% | ↗ |
| 145 | 2004 | Thomas E. MacAleavey Senior V.P., Sales Marketing | 200.0K | 365.8K | — | — | — | 8.0K | 573.8K | 0.00% | ↗ |
| 146 | 2004 | Donald A. Nunemaker Executive Vice President, COO | 270.3K | 126.1K | — | — | — | 8.0K | 404.3K | 0.00% | ↗ |
| 147 | 2004 | Monica J. Burke Executive Vice President, CFO | 236.3K | 67.9K | — | — | — | 8.0K | 312.1K | 0.00% | ↗ |
| 148 | 2004 | Thomas C. Nord Senior Vice President, General Counsel, Secretary | 215.3K | 60.0K | — | — | — | 8.0K | 283.2K | 0.00% | ↗ |
| 149 | 2004 | Thomas C. Nord Senior V.P., General Counsel, | 215.3K | 60.0K | — | — | — | 8.0K | 283.2K | 0.00% | ↗ |
| 150 | 2004 | Judith M. Webber Senior Vice President, Technical Services | 149.8K | 30.0K | — | — | — | 7.1K | 186.9K | 0.00% | ↗ |
| 151 | 2003 | Charles F. Willis, IV Chief Executive Officer | 500.0K | 577.7K | — | 150.0K | — | 7.0K | 1.08M | 13.83% | ↗ |
| 152 | 2003 | Thomas E. MacAleavey Senior V.P., Sales Marketing | 200.0K | 227.5K | — | 25.0K | — | — | 427.5K | 5.85% | ↗ |
| 153 | 2003 | Donald A. Nunemaker Executive Vice President, COO | 235.0K | 143.9K | — | 50.0K | — | 7.0K | 385.9K | 12.96% | ↗ |
| 154 | 2003 | Monica J. Burke Executive Vice President, CFO | 225.0K | 81.0K | — | — | — | 7.0K | 313.0K | 0.00% | ↗ |
| 155 | 2003 | Thomas E. MacAleavey Senior V.P., Sales Marketing Thomas C. Nord Senior V.P., General Counsel, Secretary | 101.9K | 36.7K | — | 30.0K | — | 4.1K | 142.7K | 21.03% | ↗ |
| 156 | 2003 | Thomas C. Nord Senior Vice President, General Counsel, Secretary | 101.9K | 36.7K | — | 30.0K | — | — | 138.6K | 21.64% | ↗ |
| 157 | 2003 | Thomas C. Nord Senior V.P., General Counsel, | 101.9K | 36.7K | — | 30.0K | — | — | 138.6K | 21.64% | ↗ |
| 158 | 2002 | Charles F. Willis, IV Chief Executive Officer | 500.0K | 312.5K | — | — | — | 6.0K | 818.5K | 0.00% | ↗ |
| 159 | 2002 | Donald A. Nunemaker Executive Vice President, COO | 235.0K | 124.8K | — | — | — | 6.0K | 365.8K | 0.00% | ↗ |
| 160 | 2002 | Thomas E. MacAleavey Senior V.P., Sales Marketing | 175.0K | 170.7K | — | — | — | — | 345.7K | 0.00% | ↗ |
| 161 | 2002 | Monica J. Burke Executive Vice President, CFO | 104.0K | 33.8K | — | — | — | 4.1K | 141.9K | 0.00% | ↗ |
| 162 | 2002 | Monica J. Burke Executive Vice President, CFO | 104.0K | 33.8K | — | 35.0K | — | 4.1K | 141.9K | 24.66% | ↗ |
| 163 | 2001 | Charles F. Willis, IV Chief Executive Officer | 500.0K | 250.0K | — | 155.0K | — | 5.3K | 755.3K | 20.52% | ↗ |
| 164 | 2001 | Donald A. Nunemaker Executive Vice President, COO | 235.0K | 99.9K | — | 106.0K | — | 5.3K | 340.1K | 31.17% | ↗ |
| 165 | 2000 | Charles F. Willis, IV Chief Executive Officer | 500.0K | 500.0K | — | 100.0K | — | 5.1K | 1.01M | 9.95% | ↗ |
| 166 | 2000 | Donald A. Nunemaker Executive Vice President, COO | 235.0K | 198.8K | — | 50.0K | — | 5.1K | 438.9K | 11.39% | ↗ |
| 167 | 2000 | Nicholas J. Novasic Executive Vice President, CFO | 128.2K | 76.3K | — | 40.0K | — | 34.9K | 239.4K | 16.71% | ↗ |
| 168 | 1999 | Charles F. Willis, IV Chief Executive Officer | 400.0K | 137.5K | — | — | — | — | 537.5K | 0.00% | ↗ |
| 169 | 1999 | Donald A. Nunemaker Executive Vice President, COO | 200.0K | 97.7K | — | 80.0K | — | — | 297.7K | 26.87% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Charles F. Willis | Founder & Executive Chairman | 7M | male |
| Austin Chandler Willis | Chief Executive Officer & Director | 5M | male |
| Brian Richard Hole | Global Head of Managed Funds & Credit and President | 3M | male |
| Scott Flaherty | Executive Vice President & Chief Financial Officer | 2M | male |
| Lynn A. McMillan | SVP & Head of Global Human Resources | — | female |
| Marc Pierpoint | Senior Vice President and Head of Trading & Investments | — | male |
| Amy Ruddock | Senior Vice President of Sustainable Aviation & Corporate Development | — | — |
| Zechariah Clifton Dameron | Senior Vice President, General Counsel & Corporate Secretary | — | male |
| Craig W. Welsh | Senior Vice President and Chief Commercial Officer of Americas & Asia | — | male |
| Dan J. Coulcher | Senior Vice President of Joint Ventures | — | male |
| Garry A. Failler | Senior Vice President & Chief Technical Officer | — | male |
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No House trading activity found for this company.
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Community Opinion for WLFC
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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