Subscribe

Willis Lease Finance Corporation (WLFC)

USD208.61 -8.37 (-3.86%)
US NASDAQ Industrials Rental & Leasing Services
Address 4700 Lyons Technology Parkway 33073
Coconut Creek, FL, US
CEO Austin Chandler Willis
IPO 1996-09-18
CIK 1018164 ISIN US9706461053

Explore sections of this company profile

Also trades on NASDAQ Global Market · WLFC (USD) NASDAQ Global Market · WLFCP (USD)
Description

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.

News Sentiment (7d)
66 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD208.61 -8.37 (-3.86%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
124.9K
Beta
0.76
Float Shares
2.78M
Free Float %
36.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.84% -4.42% +3.41% +9.01% +66.43% +58.14% +47.18% +376.98% +390.29% +870.15% +2,385.52%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (1 ratings, all time) Buy
Price Targets & DCF
Current price
208.61
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
1.21
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
4 / 5
High
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • 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)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* 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.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.81) × ERP
WACC = 36% × Ke + 64% × Kd (5.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 208.61
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
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
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
282.96M
OE per share TTM
39.77
Owner's Yield
19.46%
Maintenance CapEx ratio
318.08%
Maint CapEx / Avg PPE
374.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
20
Total invested
124.51M
Insider transactions (90d)
1
Beneficial owners (>5%)
25
Beneficial owners (>5%)
# 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
20
-94 vs prev Q
New positions
5
Closed positions
99
Increased
9
Reduced
3
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# 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
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 91 ETFs in our universe
# 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

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
6
Shares acquired
Shares disposed
86.8K
Cash buys
Cash sales
3.00
Net activity
-86,753
Insider buys vs sells (history) From To
Recent insider transactions From To
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

Top executives
EBIT / Employee
489.8K
Shares Outstanding
7.60M

Executive compensation

Executive compensation (annual)
# 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%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-24 DEF 14A
2026-04-13 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-05-05 4
2026-05-05 10-Q
2026-04-24 DEF 14A
2026-04-24 ARS
2026-04-22 8-K
2026-04-13 PRE 14A
2026-04-03 SC 13D/A
2026-04-03 4
2026-04-03 4

Executive team

NameTitleCompensationGender
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
ESG Rating
C+
RENTAL & LEASING SERVICES
2015
E (Environmental)
52.7 / 50.8
Company / Sector avg.
S (Social)
57.2 / 57.0
Company / Sector avg.
G (Governance)
63.4 / 62.7
Company / Sector avg.
ESG Total
57.8 / 56.9
Company / Sector avg.
ESG Score History RENTAL & LEASING SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

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.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits