SEC Form 4 · accession 0001193125-26-323939
Willow Tree Capital Corp
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
LIBERTY MUTUAL HOLDING Co INC.
10% Owner
Period of report
Jul 27, 2026
Accepted (ET)
Jul 29, 2026 · 4:34 pm EDT
Rule 10b5-1 plan
box not checked
Issuer CIK
0001944831
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common Stock, par value $0.01 per shareF1,F2 | Jul 27, 2026 | P | 42,442 | $16.05 | A | 4,166,887 | I | By subsidiaries |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1The 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.