Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | WLFC | Common Stock | Award | $2.26M | +40K | +4.31% | $56.40 | 968K | Apr 3, 2023 | Direct | F1 |
transaction | WLFC | Common Stock | Award | $3.38M | +60K | +6.2% | $56.40 | 1.03M | Apr 3, 2023 | Direct | F2 |
transaction | WLFC | Common Stock | Tax liability | -$2.11M | -37.4K | -3.64% | $56.40 | 991K | Apr 3, 2023 | Direct | F3 |
holding | WLFC | Common Stock | 2.13M | Apr 3, 2023 | CFW Partners | ||||||
holding | WLFC | Common Stock | 10.7K | Apr 3, 2023 | Spouse | F4 | |||||
holding | WLFC | Common Stock | 584 | Apr 3, 2023 | Granddaughte r | F5 |
Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.
Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
Id | Content |
---|---|
F1 | Restrictive Stock Grant vesting over three years. |
F2 | Performance Stock Grant vesting over one year. |
F3 | Return to issuer of previously restricted shares to satisfy withholding tax liability. |
F4 | Charlotte Montressor Willis |
F5 | Wilder Grace Willis 2016 Trust |