NONE Willow Tree Capital Corp

BULLISH Impact: 8/10 Insider Cluster (14 insiders)
Horizon weeks Filed Mar 23, 2026 Processed 2mo ago
Insider cluster: 2 insiders, $7.3M total

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Executive Summary

A significant insider trading cluster at Willow Tree Capital Corp shows large open-market purchases totaling $123.7 million, primarily from institutional investors including Blackstone and MSD Capital. Concurrently, executives received share grants worth over $5.5 million, while some insiders exercised derivatives with minimal cash impact. The scale of buying represents a material vote of confidence from major institutions.

Key Financial Metrics

Direction
buying
Total Value
$129.2M
Insiders
14

Actionable Insight

The concentration of large institutional purchases at premium prices suggests strong external conviction. Traders should monitor for follow-on buying, potential 13D filings, or upcoming catalysts such as earnings or M&A. Insider grant timing may indicate confidence ahead of a near-term positive development.

Key Facts

  • Blackstone Holdings and BCRED X Holdings each purchased ~1.91M shares at $26.15, totaling ~$50M apiece in open-market transactions
  • MSD Capital purchased 266,245 shares at $24.45 for $6.5M
  • Amwal Investments bought 497,305 shares at $25.14 for $12.5M
  • Hershey Trust and Liberty Mutual purchased $2.9M and $4.4M respectively
  • CEO McGovern, CFO Landsberg, and other executives received share awards totaling ~$5.5M in value
  • Chairman Covey exercised 20,000 derivative shares with $104,360 in realized value
  • No open-market sales with cash proceeds; all selling was non-cash (tax withholding or disposition)

Financial Impact

$123.7 million in open-market buying from institutional investors, plus $5.5 million in executive grants

equity ownershipinsider confidencemarket sentiment

Risk Factors

  • Purchases could be part of pre-arranged plans not reflective of current sentiment
  • Lack of public float information makes it difficult to assess % ownership change

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CONTEXT: Insider Cluster Data (20 trades, 7d window)cluster-NONE-1774469659007
34 reports for NONE
Performance horizon
Filters
Rows
Reports for NONE — sortable, filterable
Type Now
May 28, 2026
12d ago
Insider Cluster
BULLISH ★ 5/10
awaiting T+20
May 22, 2026
18d ago
Insider Cluster
BULLISH ★ 6/10
awaiting T+20
May 22, 2026
18d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+20
May 18, 2026
22d ago
Insider Cluster
BULLISH ★ 7/10
awaiting T+20
May 15, 2026
25d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+20
May 12, 2026
29d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+20
Apr 30, 2026
5w ago
Insider Cluster
BULLISH ★ 6/10
awaiting T+20
Apr 23, 2026
6w ago
Insider Cluster
BULLISH ★ 7/10
awaiting T+20
Apr 21, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+20
Apr 21, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+20
Showing 10 of 34

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