WLFC's three largest insider shareholders as of March 23, 2026 are Charles F Iv Willis (Executive Chairman, 945.29K shares), Austin Chandler Willis (Chief Executive Officer, 181.35K shares), Dean Michael Poulakidas (Evp, Gen. Counsel, Secretary, 156.41K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Charles F Iv Willis | Executive Chairman | 949,231 | 0 | 23 Mar, 2026 |
| Austin Chandler Willis | Chief Executive Officer | 186,876 | 0 | 18 Mar, 2026 |
| Scott B. Flaherty | Evp, Cfo | 97,200 | 0 | 18 Mar, 2026 |
| Clifton Dameron | Svp, Gc Corporate Secretary | 14,943 | 0 | 18 Mar, 2026 |
| Charles F Iv Willis | Executive Chairman | 0 | 13,798 | 01 Apr, 2025 |
| Austin Chandler Willis | Chief Executive Officer | 0 | 3,449 | 11 Dec, 2025 |
| Stephen Francis Jones | 1,459 | 0 | 19 Mar, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 19 Mar, 2026 | Charles F Iv Willis | Common Stock | D | 5,590 | $170.53 | 949,231 | D | F |
| 17 Mar, 2026 | Stephen Francis Jones | Common Stock | D | 587 | $167.26 | 1,459 | D | S |
| 16 Mar, 2026 | Scott B. Flaherty | Common Stock | A | 3,376 | - | 97,564 | D | M |
| 16 Mar, 2026 | Austin Chandler Willis | Common Stock | A | 6,315 | - | 187,661 | D | M |
| 16 Mar, 2026 | Charles F Iv Willis | Common Stock | A | 10,888 | - | 956,176 | D | M |
| 16 Mar, 2026 | Clifton Dameron | Common Stock | A | 2,635 | - | 15,156 | D | M |
| 16 Mar, 2026 | Austin Chandler Willis | Common Stock | D | 785 | $167.18 | 186,876 | D | F |
| 16 Mar, 2026 | Scott B. Flaherty | Common Stock | D | 364 | $167.18 | 97,200 | D | F |
| 16 Mar, 2026 | Clifton Dameron | Common Stock | D | 213 | $167.18 | 14,943 | D | F |
| 16 Mar, 2026 | Charles F Iv Willis | Common Stock | D | 1,355 | $167.18 | 954,821 | D | F |
| 16 Mar, 2026 | Clifton Dameron | Performance-based Restricted Stock Award | D | 2,635 | - | 0 | D | M |
| 16 Mar, 2026 | Scott B. Flaherty | Performance-based Restricted Stock Award | D | 3,376 | - | 0 | D | M |
| 16 Mar, 2026 | Charles F Iv Willis | Performance-based Restricted Stock Award | D | 10,888 | - | 0 | D | M |
| 16 Mar, 2026 | Austin Chandler Willis | Performance-based Restricted Stock Award | D | 6,315 | - | 0 | D | M |
| 02 Mar, 2026 | Austin Chandler Willis | Common Stock | D | 961 | $194.45 | 183,785 | D | S |
| 02 Mar, 2026 | Austin Chandler Willis | Common Stock | D | 1,052 | $195.09 | 182,733 | D | S |
| 02 Mar, 2026 | Austin Chandler Willis | Common Stock | D | 647 | $196.63 | 182,086 | D | S |
| 02 Mar, 2026 | Austin Chandler Willis | Common Stock | D | 400 | $197.59 | 181,686 | D | S |
| 02 Mar, 2026 | Austin Chandler Willis | Common Stock | D | 200 | $198.51 | 181,486 | D | S |
| 02 Mar, 2026 | Austin Chandler Willis | Common Stock | D | 100 | $199.77 | 181,386 | D | S |