LIBERTY MUTUAL HOLDING Co INC. 4

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.