organization · Reporting owner
HERSHEY TRUST CO
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERSHEY COHSY · Entity 795 | 10% owner | December 31, 2024 | February 14, 2025 |
| Willow Tree Capital CorpNONE · Entity 28078 | 10% owner | March 28, 2025 | April 07, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
HERSHEY CO
Report date December 31, 2024 · Filed February 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $1.00 par valueSEC Table I · non-derivative | IndirectBy M.S. Hershey Foundation | 278 |
Reported balance
After 2024-12-27 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-12-27 · Gift · Acquired 278 · Balance 278 F1: Received as a donation to the M.S. Hershey Foundation. F2: The reporting person is a trustee for the M.S. Hershey Foundation. |
| Common Stock, $1.00 par valueSEC Table I · non-derivative | Direct | 39,630 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 39,630 |
| Common Stock, $1.00 par valueSEC Table I · non-derivative | IndirectBy Milton Hershey School Trust | 2,066,119 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,066,119 F3: The reporting person is wholly owned by Milton Hershey School Trust and is trustee for the Milton Hershey School Trust. |
| Class B Common Stock, $1.00 par valueSEC Table II · derivative / convertible security | IndirectBy Milton Hershey School Trust | 54,612,012 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 54,612,012 F4: All shares of Class B common stock, $1.00 par value convertible share-for-share into common stock, $1.00 par value, at any time, and without payment other than for the fact of conversion. There is no expiration date. F5: Conversion price is the current market price. F3: The reporting person is wholly owned by Milton Hershey School Trust and is trustee for the Milton Hershey School Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Received as a donation to the M.S. Hershey Foundation.
F2: The reporting person is a trustee for the M.S. Hershey Foundation.
F3: The reporting person is wholly owned by Milton Hershey School Trust and is trustee for the Milton Hershey School Trust.
F4: All shares of Class B common stock, $1.00 par value convertible share-for-share into common stock, $1.00 par value, at any time, and without payment other than for the fact of conversion. There is no expiration date.
F5: Conversion price is the current market price.
Willow Tree Capital Corp
Report date March 28, 2025 · Filed April 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 1,916,962.49 |
Reported balance
After 2025-03-28 transaction · row 1
1 source rowRow 1 · 2025-03-28 · Purchase · Acquired 328,503.76 · Balance 1,916,962.49 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 28, 2025 Filed Apr 7, 2025 11:59 UTC | Willow Tree Capital Corp NONE · Entity 28078 | PurchaseCommon Stock, par value $0.01 per share | 328,503.76 | $16.18 | $5,315,190.84 |
DisclosureSEC source: 0000950142-25-000992 · es250612843_4-wtcc.xml · nonDerivative · entry 1 HERSHEY TRUST CO · CIK 0000908551 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,916,962.49 Read SEC document |
| December 27, 2024 Filed Feb 14, 2025 21:31 UTC | HERSHEY CO HSY · Entity 795 | GiftCommon Stock, $1.00 par value | 278 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-25-000399 · es250590838_5-hsy.xml · nonDerivative · entry 1 HERSHEY TRUST CO · CIK 0000908551 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By M.S. Hershey Foundation Disclosed balance after: 278 F1 · price: Received as a donation to the M.S. Hershey Foundation. F2 · ownership.nature: The reporting person is a trustee for the M.S. Hershey Foundation. Read SEC document |
| November 08, 2022 Filed Nov 10, 2022 14:54 UTC | HERSHEY CO HSY · Entity 795 | SaleCommon Stock, $1.00 par value | 8,600 | $230.83 | $1,985,115.64 |
DisclosureSEC source: 0000938543-22-000015 · primary_doc.xml · nonDerivative · entry 1 HERSHEY TRUST CO · CIK 0000908551 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,630 F1 · kind: Shares sold by Hershey Trust Company in an open market transaction. Read SEC document |
| November 10, 2021 Filed Nov 12, 2021 16:37 UTC | HERSHEY CO HSY · Entity 795 | SaleCommon Stock, $1.00 par value | 11,100 | $178.69 | $1,983,444.57 |
DisclosureSEC source: 0000908551-21-000009 · primary_doc.xml · nonDerivative · entry 1 HERSHEY TRUST CO · CIK 0000908551 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,230 F1 · kind: Shares sold by Hershey Trust Company in an open market transaction. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 15:55 UTC | HERSHEY CO HSY · Entity 795 | SaleCommon Stock, $1.00 par value | 5,500 | $178.48 | $981,630.10 |
DisclosureSEC source: 0000908551-21-000005 · primary_doc.xml · nonDerivative · entry 1 HERSHEY TRUST CO · CIK 0000908551 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,330 F1 · kind: Shares sold by Hershey Trust Company in an open market transaction. Read SEC document |
| May 20, 2021 Filed May 21, 2021 13:09 UTC | HERSHEY CO HSY · Entity 795 | SaleCommon Stock, $1.00 par value | 11,600 | $173.09 | $2,007,891.56 |
DisclosureSEC source: 0000908551-21-000004 · primary_doc.xml · nonDerivative · entry 1 HERSHEY TRUST CO · CIK 0000908551 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,830 F1 · kind: Shares sold by Hershey Trust Company in an open market transaction. Read SEC document |
| November 13, 2019 Filed Nov 15, 2019 18:50 UTC | HERSHEY CO HSY · Entity 795 | SaleCommon Stock, $1.00 par value | 6,800 | $145.06 | $986,409.36 |
DisclosureSEC source: 0000908551-19-000010 · primary_doc.xml · nonDerivative · entry 1 HERSHEY TRUST CO · CIK 0000908551 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,430 F1 · kind: Shares sold by Hershey Trust Company in an open market transaction. Read SEC document |
| August 26, 2019 Filed Aug 28, 2019 12:47 UTC | HERSHEY CO HSY · Entity 795 | SaleCommon Stock, $1.00 par value | 3,100 | $158.38 | $490,969.94 |
DisclosureSEC source: 0000908551-19-000008 · primary_doc.xml · nonDerivative · entry 1 HERSHEY TRUST CO · CIK 0000908551 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,230 F1 · kind: Shares sold by Hershey Trust Company in an open market transaction. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 15:43 UTC | HERSHEY CO HSY · Entity 795 | SaleCommon Stock, $1.00 par value | 6,000 | $153.05 | $918,270.00 |
DisclosureSEC source: 0000908551-19-000006 · primary_doc.xml · nonDerivative · entry 1 HERSHEY TRUST CO · CIK 0000908551 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,330 F1 · kind: Shares sold by Hershey Trust Company in an open market transaction. Read SEC document |
| July 30, 2019 Filed Aug 1, 2019 15:44 UTC Amendment | HERSHEY CO HSY · Entity 795 | SaleCommon Stock, $1.00 par value | 10,000 | $152.82 | $1,528,154.00 |
DisclosureSEC source: 0000908551-19-000005 · primary_doc.xml · nonDerivative · entry 1 HERSHEY TRUST CO · CIK 0000908551 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,330 F1 · kind: Shares sold by Hershey Trust Company in an open market transaction. Read SEC document |
| July 30, 2019 Filed Aug 1, 2019 14:30 UTC | HERSHEY CO HSY · Entity 795 | SaleCommon Stock, $1.00 par value | 10,000 | $152.82 | $1,528,154.00 |
DisclosureSEC source: 0000908551-19-000004 · primary_doc.xml · nonDerivative · entry 1 HERSHEY TRUST CO · CIK 0000908551 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,330 F1 · kind: Shares sold by Hershey Trust Company in an open market transaction. Read SEC document |
| November 07, 2018 Filed Nov 8, 2018 16:50 UTC | HERSHEY CO HSY · Entity 795 | SaleCommon Stock, $1.00 par value | 450,000 | $106.30 | $47,835,000.00 |
DisclosureSEC source: 0000908551-18-000008 · primary_doc.xml · nonDerivative · entry 2 HERSHEY TRUST CO · CIK 0000908551 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Milton Hershey School Trust Disclosed balance after: 3,800,791 F2 · kind: Shares sold by the Milton Hershey School Trust in a private sale to The Hershey Company. F2 · shares: Shares sold by the Milton Hershey School Trust in a private sale to The Hershey Company. F3 · ownership.direct: The reporting person is wholly owned by the Milton Hershey School Trust and is trustee for the Milton Hershey School Trust. Read SEC document |
| November 07, 2018 Filed Nov 8, 2018 16:50 UTC | HERSHEY CO HSY · Entity 795 | SaleCommon Stock, $1.00 par value | 4,050,000 | $106.30 | $430,515,000.00 |
DisclosureSEC source: 0000908551-18-000008 · primary_doc.xml · nonDerivative · entry 1 HERSHEY TRUST CO · CIK 0000908551 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Milton Hershey School Trust Disclosed balance after: 4,250,791 F1 · kind: Shares sold by the Milton Hershey School Trust in an open market transaction. F1 · shares: Shares sold by the Milton Hershey School Trust in an open market transaction. F3 · ownership.direct: The reporting person is wholly owned by the Milton Hershey School Trust and is trustee for the Milton Hershey School Trust. Read SEC document |
| October 29, 2018 Filed Oct 30, 2018 13:31 UTC | HERSHEY CO HSY · Entity 795 | PurchaseCommon Stock, $1.00 par value | 47,170 | $106.00 | $5,000,020.00 |
DisclosureSEC source: 0000908551-18-000007 · primary_doc.xml · nonDerivative · entry 2 HERSHEY TRUST CO · CIK 0000908551 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Milton Hershey School Trust Disclosed balance after: 8,300,791 F1 · kind: Represents the sale of shares to the Milton Hershey School Trust. The reporting person is wholly owned by the Milton Hershey School Trust. F1 · shares: Represents the sale of shares to the Milton Hershey School Trust. The reporting person is wholly owned by the Milton Hershey School Trust. Read SEC document |
| October 29, 2018 Filed Oct 30, 2018 13:31 UTC | HERSHEY CO HSY · Entity 795 | SaleCommon Stock, $1.00 par value | 47,170 | $106.00 | $5,000,020.00 |
DisclosureSEC source: 0000908551-18-000007 · primary_doc.xml · nonDerivative · entry 1 HERSHEY TRUST CO · CIK 0000908551 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,330 F1 · kind: Represents the sale of shares to the Milton Hershey School Trust. The reporting person is wholly owned by the Milton Hershey School Trust. F1 · shares: Represents the sale of shares to the Milton Hershey School Trust. The reporting person is wholly owned by the Milton Hershey School Trust. Read SEC document |
| October 06, 2017 Filed Jan 23, 2018 18:17 UTC | HERSHEY CO HSY · Entity 795 | GiftCommon Stock, $1.00 par value | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0000908551-18-000002 · primary_doc.xml · nonDerivative · entry 1 HERSHEY TRUST CO · CIK 0000908551 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Milton Hershey School Trust Disclosed balance after: 8,253,621 F1 · kind: Received as a donation to the Milton Hershey School Trust F2 · price: No compensation was given to the donor for the receipt of shares. Valuation price at the date of donation was $108.77 (The average of the high and low price on the day of donation.) F3 · ownership.nature: The reporting person is the trustee of Milton Hershey School Trust. Read SEC document |
| August 24, 2017 Filed Aug 25, 2017 18:53 UTC | HERSHEY CO HSY · Entity 795 | SaleCommon Stock, $1.00 par value | 1,500,000 | $106.01 | $159,015,000.00 |
DisclosureSEC source: 0000908551-17-000006 · primary_doc.xml · nonDerivative · entry 2 HERSHEY TRUST CO · CIK 0000908551 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Milton Hershey School Trust Disclosed balance after: 8,253,521 F2 · kind: Shares sold by the Milton Hershey School Trust in a private sale to The Hershey Company. F2 · shares: Shares sold by the Milton Hershey School Trust in a private sale to The Hershey Company. F3 · ownership.direct: The reporting person is wholly owned by the Milton Hershey School Trust and is trustee for the Milton Hershey School Trust. Read SEC document |
| August 24, 2017 Filed Aug 25, 2017 18:53 UTC | HERSHEY CO HSY · Entity 795 | SaleCommon Stock, $1.00 par value | 3,000,000 | $106.01 | $318,030,000.00 |
DisclosureSEC source: 0000908551-17-000006 · primary_doc.xml · nonDerivative · entry 1 HERSHEY TRUST CO · CIK 0000908551 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Milton Hershey School Trust Disclosed balance after: 9,753,521 F1 · kind: Shares sold by the Milton Hershey School Trust in an open market transaction. F1 · shares: Shares sold by the Milton Hershey School Trust in an open market transaction. F3 · ownership.direct: The reporting person is wholly owned by the Milton Hershey School Trust and is trustee for the Milton Hershey School Trust. Read SEC document |
| November 30, 2016 Filed Jan 30, 2017 15:23 UTC | HERSHEY CO HSY · Entity 795 | GiftCommon Stock, $1.00 par value | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0000908551-17-000003 · primary_doc.xml · nonDerivative · entry 1 HERSHEY TRUST CO · CIK 0000908551 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Milton Hershey School Trust Disclosed balance after: 12,753,521 F1 · kind: Received as a donation to the Milton Hershey School Trust F2 · price: No compensation was given to the donor for the receipt of shares. Valuation price at the date of donation was $97.265 (The average of the high and low price on the day of donation). F3 · ownership.nature: The reporting person is the trustee of Milton Hershey School Trust. Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 19:05 UTC | HERSHEY CO HSY · Entity 795 | PurchaseCommon Stock, $1.00 par value | 49,500 | $101.60 | $5,029,200.00 |
DisclosureSEC source: 0000908551-16-000014 · primary_doc.xml · nonDerivative · entry 2 HERSHEY TRUST CO · CIK 0000908551 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Milton Hershey School Trust Disclosed balance after: 12,753,421 F1 · kind: Represents the sale of shares to the Milton Hershey School Trust. The reporting person is wholly owned by the Milton Hershey School Trust. F1 · shares: Represents the sale of shares to the Milton Hershey School Trust. The reporting person is wholly owned by the Milton Hershey School Trust. Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 19:05 UTC | HERSHEY CO HSY · Entity 795 | SaleCommon Stock, $1.00 par value | 49,500 | $101.60 | $5,029,200.00 |
DisclosureSEC source: 0000908551-16-000014 · primary_doc.xml · nonDerivative · entry 1 HERSHEY TRUST CO · CIK 0000908551 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,500 F1 · kind: Represents the sale of shares to the Milton Hershey School Trust. The reporting person is wholly owned by the Milton Hershey School Trust. F1 · shares: Represents the sale of shares to the Milton Hershey School Trust. The reporting person is wholly owned by the Milton Hershey School Trust. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.