LIBERTY MUTUAL HOLDING Co INC. - 27 Jul 2026 Form 4 Insider Report for Willow Tree Capital Corp

Reporting relationship: 10%+ Owner
Issuer ticker: N/A
Reported as of: 27 Jul 2026
Net transaction value: +$681,194
SEC form: 4
Accepted by SEC: 29 Jul 2026, 16:34:42 UTC
Prior SEC filing: 28 Jul 2026
Next SEC filing: 18 Sep 2026
Source filing: View source filing
Reporting owner signature: LIBERTY MUTUAL HOLDING COMPANY, By: /s/Patrizio Urciuoli, Executive Vice President

Key filing fact

LIBERTY MUTUAL HOLDING Co INC. filed Form 4 for Willow Tree Capital Corp on 29 Jul 2026.

Key facts

This page summarizes LIBERTY MUTUAL HOLDING Co INC.'s Form 4 filing for Willow Tree Capital Corp.
1 reported transaction and 0 derivative rows are listed below.
Accepted by SEC: 29 Jul 2026, 16:34.

Change

Previous filing in this sequence was filed on 28 Jul 2026.
Current net transaction value: +$681,194.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001142872 Primary reporting owner

LIBERTY MUTUAL HOLDING Co INC.

Relationship: 10%+ Owner
Address: C/O LIBERTY MUTUAL INSURANCE COMPANY, 175 BERKELEY STREET, BOSTON
Signature: LIBERTY MUTUAL HOLDING COMPANY, By: /s/Patrizio Urciuoli, Executive Vice President
Signature date: 29 Jul 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

No ticker transaction

Common Stock, par value $0.01 per share

Purchase

Transaction value: $681,194
Shares: +42,442
Change %: +1%
Price: $16.05
Shares after: 4,166,887
Date: 27 Jul 2026
Ownership: By subsidiaries
Footnotes: F1, F2

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 2 footnotes

Footnote 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.

Footnote 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.