LIBERTY MUTUAL HOLDING Co INC. 4
4 · Willow Tree Capital Corp · Filed Apr 29, 2026
Research Summary
AI-generated summary of this filing
Willow Tree Capital: Liberty Mutual (10% Owner) Buys 39,611 Shares
What Happened Liberty Mutual Holding Company Inc., reported as a 10% owner, acquired 39,611 shares of Willow Tree Capital Corp on April 27, 2026. The transaction was a purchase at $16.11 per share, for a total value of $638,133. This was a buy (purchase) transaction, which investors often view as a more informative signal than routine sales.
Key Details
- Transaction type: Purchase (code P) — open market or private purchase.
- Transaction date: April 27, 2026; Filing date: April 29, 2026 (timely).
- Price and amount: 39,611 shares at $16.11 per share; total $638,133.
- Shares owned after transaction: Not specified in the provided filing details.
- Footnotes: Shares are held directly by Willow Tree Capital Rated Notes Feeder LLC. Liberty Mutual may be deemed to beneficially own a pro rata portion via a Note Purchase Agreement involving certain Liberty Mutual subsidiaries; Liberty Mutual disclaims beneficial ownership except to the extent of its pecuniary interest.
Context This filing reflects institutional ownership activity by a 10% owner (Liberty Mutual and its indirect, wholly-owned subsidiaries), not an individual executive. The purchase was reported as held through an affiliated feeder entity under contractual pro rata rights; that structure can make beneficial ownership attribution technical rather than an indication of direct trading by company insiders.
Insider Transaction Report
- Purchase
Common Stock, par value $0.01 per share
[F1][F2]2026-04-27$16.11/sh+39,611$638,133→ 4,124,445 total(indirect: By subsidiaries)
Footnotes (2)
- [F1]The securities reported herein are held directly by Willow Tree Capital Rated Notes Feeder LLC ("Willow Tree Feeder") and represent the pro rata portion of the shares of the issuer held by Willow Tree Feeder that Liberty Mutual Holding Company Inc. (the "Reporting Person") may be deemed to beneficially own pursuant to the Note Purchase Agreement, dated April 11, 2024, entered into by Liberty Mutual Insurance Company, Peerless Insurance Company, Safeco Insurance Company of America and The Ohio Casualty Insurance Company (collectively, the "Subsidiaries") and Willow Tree Feeder, granting the Subsidiaries certain pro rata rights with respect to the securities of the issuer held by Willow Tree Feeder.
- [F2](Continued from footnote 1) The Subsidiaries are indirect wholly-owned subsidiaries of the Reporting Person. Accordingly, the Reporting Person may be deemed to have beneficial ownership over the pro rata portion of the shares of the issuer held by Willow Tree Feeder. The Reporting Person disclaims beneficial ownership in the securities reported herein except to the extent of its pecuniary interest therein.