Quick Takeaways
- Willow Tree Capital Corp has 11 insiders with reported activity on this page.
- Net insider value flow over the last year: +$27,740,326.
- Recent transaction rows are available for direct filing-level review.
Insider Transactions Reported by 11 Insiders of Willow Tree Capital Corp
- Location
- New York, NY
What Changed
- Buy value: $27,740,326; sell value: $0.
- Net share flow: +1,711,914.
Why This Matters
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Source Evidence
Filed on Form 4
See Original Filing
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Insider trading overview
Last 12 monthsNet insider flow leans to buying over the last 12 months. Net value: +$27,740,326.
Buys
$27,740,326
Shares: 1,711,914
Insiders: 2
Sells
$0
Shares: 0
Insiders: 0
Net
+$27,740,326
Shares: +1,711,914
Insiders: 2
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 248,256 | 0 | $3,992,124 | $0 | +$3,992,124 |
| 3-6 | 1,024,030 | 0 | $16,583,235 | $0 | +$16,583,235 |
| 6-9 | 56,124 | 0 | $919,305 | $0 | +$919,305 |
| 9-12 | 383,505 | 0 | $6,245,662 | $0 | +$6,245,662 |
Willow Tree Capital Corp executives and other stock owners filed with the SEC include:
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Host-Plus Pty Ltd as trustee for the HOSTPLUS Pooled Superannuation Trust | 10%+ Owner | $89,943,873 | Mixed | 08 Nov 2024 | ||
| LIBERTY MUTUAL HOLDING Co INC. | 10%+ Owner | $62,897,059 | +$15,199,869 | +32% | Mixed | 27 Apr 2026 |
| HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL | 10%+ Owner | $47,044,058 | +$12,540,458 | +36% | Filing P/S | 27 Apr 2026 |
| HERSHEY TRUST CO | 10%+ Owner | $29,981,293 | Mixed | 28 Mar 2025 | ||
| Timothy Lower | CEO and President, Director, 10%+ Owner | $532 | Mixed | 28 May 2024 | ||
| James Roche | 10%+ Owner | $532 | Mixed | 28 May 2024 | ||
| Todd Centurino | Director | Mixed | 24 Oct 2024 | |||
| Justin Chih-Cheng Lee | CCO and Secretary | Mixed | 28 May 2024 | |||
| Mark Klingensmith | CFO and Treasurer | Mixed | 28 May 2024 | |||
| Jane Siebels | Director | Mixed | 24 Oct 2024 | |||
| Boris Onefater | Director | Mixed | 24 Oct 2024 |
Top shareholders of Willow Tree Capital Corp (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Exor N.V. |
13F
|
Company |
617%
|
182,543,970
|
$4,943,290,708 | — | 31 Dec 2025 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
80%
|
23,669,250
|
$1,487,093,592 | — | 31 Dec 2025 | |
| Host-Plus Pty Ltd as trustee for the HOSTPLUS Pooled Superannuation Trust |
3/4/5
13D/G
|
10%+ Owner · Host-Plus Pty Ltd as trustee of the Hostplus Pooled Superannuation Trust |
32%
from 13D/G
|
5,750,887
|
$89,943,873 | — | 08 Nov 2024 | |
| LIBERTY MUTUAL HOLDING Co INC. |
3/4/5
13D/G
|
10%+ Owner · Liberty Mutual Holding Company Inc. |
16%
from 13D/G
|
4,124,445
|
$62,897,059 | +$15,199,869 | 27 Apr 2026 | |
| HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL |
3/4/5
13D/G
|
10%+ Owner |
11%
from 13D/G
|
2,920,177
|
$47,044,058 | +$12,540,458 | 27 Apr 2026 | |
| HERSHEY TRUST CO |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
1,916,962
|
$29,981,293 | — | 28 Mar 2025 | |
| ORBIMED ADVISORS LLC |
13F
|
Company |
21%
|
6,210,899
|
$20,134,459 | — | 31 Dec 2025 | |
| Codex Capital Asset Management L.L.C. |
13F
|
Company |
0.09%
|
26,700
|
$6,723,863 | — | 31 Dec 2025 | |
| Pensionfund Sabic |
13F
|
Company |
0.15%
|
45,300
|
$5,234,000 | — | 31 Dec 2025 | |
| Douglas Lane & Associates, LLC |
13F
|
Company |
0.02%
|
6,010
|
$1,114,975 | — | 31 Dec 2025 | |
| Financial Gravity Asset Management, Inc. |
13F
|
Company |
1.4%
|
419,517
|
$475,044 | — | 31 Dec 2025 | |
| Strategic Investment Solutions, Inc. /IL |
13F
|
Company |
0%
|
127
|
$28,357 | — | 31 Dec 2025 | |
| James Roche |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
34
|
$532 | — | 28 May 2024 | |
| Timothy Lower |
3/4/5
|
CEO and President, Director, 10%+ Owner |
—
class O/S missing
|
34
|
$532 | — | 28 May 2024 | |
| AMERITAS LIFE INSURANCE CORP |
13D/G
|
— |
6%
|
702,988
|
— | $0 | 08 Nov 2024 |
Recent Insider Transactions by Companies or Individuals for Willow Tree Capital Corp
Showing up to 300 most recent insider transactions from the last 12 months.
* An asterisk sign (*) next to the price indicates that the price is likely invalid.