| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| WILLIS CHARLES F IV | Executive Chairman, Director, 10%+ Owner | 4700 LYONS TECHNOLOGY PARKWAY, COCONUT CREEK | /s/ Charles F. Willis IV | 06 Jan 2026 | 0001033309 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | WLFC | Common Stock | Award | $2,679,986 | +19,982 | +2.2% | $134.12 | 947,028 | 02 Jan 2026 | Direct | F1 |
| transaction | WLFC | Common Stock | Tax liability | $233,369 | -1,740 | -0.18% | $134.12 | 945,288 | 02 Jan 2026 | Direct | F2 |
| holding | WLFC | Common Stock | 13,798 | 02 Jan 2026 | Spouse | F3 | |||||
| holding | WLFC | Common Stock | 2,134,148 | 02 Jan 2026 | CFW Partners | ||||||
| holding | WLFC | Common Stock | 584 | 02 Jan 2026 | Granddaughter | F4 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | WLFC | Performance-based Restricted Stock Award | Award | $4,020,113 | +29,974 | $134.12 | 29,974 | 02 Jan 2026 | Common Stock | 29,974 | Direct | F5 |
| Id | Content |
|---|---|
| F1 | Restrictive Stock Grant vesting over three years. |
| F2 | Return to issuer of previously restricted shares to satisfy withholding tax liability. |
| F3 | Charlotte Montressor Willis. |
| F4 | Wilder Grace Willis 2016 Trust. |
| F5 | Grant of performance-based restricted stock award ("PSA") subject to performance-based and time-based vesting over three years. Performance-based vesting criteria include a combination of return on equity and combined value of the issuer's businesses and its fund, joint venture, and managed portfolios. Each PSA represents a contingent right to receive one share of the Issuer's common stock to the extent the performance-based criteria is met. Reported amount assumes 100% performance-based vesting, but actual number of PSAs earned may be 25% more or less than the reported amount, depending on the extent to which the performance-based vesting criteria are met or not met. |