Last 12 months
Inside the activity.
13 purchase rows · 1 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 11 | 0 |
| Mar 2026 | 2 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 1 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/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 | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 08, 2026 Filed Sep 10, 2026 22:00 UTC |
BAE JOSEPH YDirector · Co-Chief Executive Officer
|
GiftCommon Stock | 345,849 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-036220 · form4.xml · nonDerivative · entry 2 BAE JOSEPH Y · CIK 0001208917 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,607,053 F1 · kind: This Form 4 reports the donation of shares of common stock of KKR & Co. Inc. by the Reporting Person to a charitable foundation. As of the date of this filing, there has been no sale of the common stock by the charitable foundation. Read SEC document |
| September 08, 2026 Filed Sep 10, 2026 22:00 UTC |
BAE JOSEPH YDirector · Co-Chief Executive Officer
|
GiftCommon Stock | 122,403 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-036220 · form4.xml · nonDerivative · entry 1 BAE JOSEPH Y · CIK 0001208917 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,211,701 F1 · kind: This Form 4 reports the donation of shares of common stock of KKR & Co. Inc. by the Reporting Person to a charitable foundation. As of the date of this filing, there has been no sale of the common stock by the charitable foundation. F2 · balance_after: Reflects certain transfers made between grantor retained annuity trusts and the Reporting Person. Such transfers were exempt from reporting pursuant to Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| September 03, 2026 Filed Sep 4, 2026 21:30 UTC |
HOLMES DANE EChief Administrative Officer
|
SaleCommon Stock | 10,000 | $108.58 | $1,085,800.00 |
DisclosureSEC source: 0001140361-26-035810 · form4.xml · nonDerivative · entry 2 HOLMES DANE E · CIK 0001724955 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,513 F3 · price: Reflects a weighted average sale price. These shares of common stock of KKR & Co. Inc. were sold in multiple transactions at prices ranging from $108.44 to $108.81, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares of common stock sold at each separate price. Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 21:30 UTC |
Lewin Robert HChief Financial Officer
|
GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-035811 · form4.xml · nonDerivative · entry 1 Lewin Robert H · CIK 0001797043 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,186,726 F1 · kind: This Form 4 reports the donation of shares of common stock of KKR & Co. Inc. by the Reporting Person to a charitable organization. As of the date of this filing, there has been no sale of the common stock by the charitable organization. Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 21:30 UTC |
HOLMES DANE EChief Administrative Officer
|
Exercise / conversionRestricted Holdings Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-035810 · form4.xml · derivative · entry 3 HOLMES DANE E · CIK 0001724955 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 390,000 Underlying: Common Stock · 10,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Upon vesting, subject to certain conditions, the Reporting Person may exchange one restricted holdings unit for one share of common stock of KKR & Co. Inc. F2 · derivative.exercise_price: Represents 400,000 restricted holdings units granted pursuant to the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan, 200,000 of which will vest in six equal installments commencing on October 1, 2024 and then each May 1st from May 1, 2025 through May 1, 2029, subject to continued service through each respective vesting date, and another 200,000 of which are subject to market price and cliff service vesting conditions based on average prices of KKR & Co. Inc. common stock ranging from $95.80 to $135.80 and the Reporting Person's continued service until December 31, 2028, subject to exceptions (including continued service if the market price vesting conditions are satisfied between December 31, 2028 and December 31, 2029). F1 · derivative.exercise_date: Upon vesting, subject to certain conditions, the Reporting Person may exchange one restricted holdings unit for one share of common stock of KKR & Co. Inc. F2 · derivative.exercise_date: Represents 400,000 restricted holdings units granted pursuant to the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan, 200,000 of which will vest in six equal installments commencing on October 1, 2024 and then each May 1st from May 1, 2025 through May 1, 2029, subject to continued service through each respective vesting date, and another 200,000 of which are subject to market price and cliff service vesting conditions based on average prices of KKR & Co. Inc. common stock ranging from $95.80 to $135.80 and the Reporting Person's continued service until December 31, 2028, subject to exceptions (including continued service if the market price vesting conditions are satisfied between December 31, 2028 and December 31, 2029). F1 · derivative.expiration_date: Upon vesting, subject to certain conditions, the Reporting Person may exchange one restricted holdings unit for one share of common stock of KKR & Co. Inc. F2 · derivative.expiration_date: Represents 400,000 restricted holdings units granted pursuant to the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan, 200,000 of which will vest in six equal installments commencing on October 1, 2024 and then each May 1st from May 1, 2025 through May 1, 2029, subject to continued service through each respective vesting date, and another 200,000 of which are subject to market price and cliff service vesting conditions based on average prices of KKR & Co. Inc. common stock ranging from $95.80 to $135.80 and the Reporting Person's continued service until December 31, 2028, subject to exceptions (including continued service if the market price vesting conditions are satisfied between December 31, 2028 and December 31, 2029). Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 21:30 UTC |
HOLMES DANE EChief Administrative Officer
|
Exercise / conversionCommon Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-26-035810 · form4.xml · nonDerivative · entry 1 HOLMES DANE E · CIK 0001724955 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,513 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Upon vesting, subject to certain conditions, the Reporting Person may exchange one restricted holdings unit for one share of common stock of KKR & Co. Inc. Read SEC document |
| April 29, 2026 Filed May 1, 2026 22:01 UTC |
Lewin Robert HChief Financial Officer
|
GrantRestricted Holdings Units · Derivative | 650,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-018621 · form4.xml · derivative · entry 1 Lewin Robert H · CIK 0001797043 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 650,000 Underlying: Common Stock · 650,000 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted holdings units granted pursuant to the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan that are subject to market price and cliff service vesting conditions based on average prices of common stock ranging from $200 to $250 and the Reporting Person's continued service through May 1, 2031, subject to exceptions (including if the market price conditions are satisfied between May 1, 2031 and May 1, 2033 with continued service through such date). Upon vesting, subject to certain conditions, including five-year transfer restrictions, the Reporting Person may exchange one restricted holdings unit for one share of common stock of KKR & Co. Inc. Restricted holdings units that have not vested by May 1, 2033 will be forfeited. F1 · derivative.exercise_date: Represents restricted holdings units granted pursuant to the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan that are subject to market price and cliff service vesting conditions based on average prices of common stock ranging from $200 to $250 and the Reporting Person's continued service through May 1, 2031, subject to exceptions (including if the market price conditions are satisfied between May 1, 2031 and May 1, 2033 with continued service through such date). Upon vesting, subject to certain conditions, including five-year transfer restrictions, the Reporting Person may exchange one restricted holdings unit for one share of common stock of KKR & Co. Inc. Restricted holdings units that have not vested by May 1, 2033 will be forfeited. F1 · derivative.expiration_date: Represents restricted holdings units granted pursuant to the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan that are subject to market price and cliff service vesting conditions based on average prices of common stock ranging from $200 to $250 and the Reporting Person's continued service through May 1, 2031, subject to exceptions (including if the market price conditions are satisfied between May 1, 2031 and May 1, 2033 with continued service through such date). Upon vesting, subject to certain conditions, including five-year transfer restrictions, the Reporting Person may exchange one restricted holdings unit for one share of common stock of KKR & Co. Inc. Restricted holdings units that have not vested by May 1, 2033 will be forfeited. Read SEC document |
| April 29, 2026 Filed May 1, 2026 22:01 UTC |
Sudol Kathryn KingChief Legal Officer & GC
|
GrantRestricted Holdings Units · Derivative | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-26-018620 · form4.xml · derivative · entry 1 Sudol Kathryn King · CIK 0001940412 · Chief Legal Officer & GC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock · 300,000 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted holdings units granted pursuant to the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan that are subject to market price and cliff service vesting conditions based on average prices of common stock ranging from $150 to $225 and the Reporting Person's continued service through May 1, 2031, subject to exceptions (including if the market price conditions are satisfied between May 1, 2031 and May 1, 2033 with continued service through such date). Upon vesting, subject to certain conditions, including three-year transfer restrictions, the Reporting Person may exchange one restricted holdings unit for one share of common stock of KKR & Co. Inc. Restricted holdings units that have not vested by May 1, 2033 will be forfeited. F1 · derivative.exercise_date: Represents restricted holdings units granted pursuant to the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan that are subject to market price and cliff service vesting conditions based on average prices of common stock ranging from $150 to $225 and the Reporting Person's continued service through May 1, 2031, subject to exceptions (including if the market price conditions are satisfied between May 1, 2031 and May 1, 2033 with continued service through such date). Upon vesting, subject to certain conditions, including three-year transfer restrictions, the Reporting Person may exchange one restricted holdings unit for one share of common stock of KKR & Co. Inc. Restricted holdings units that have not vested by May 1, 2033 will be forfeited. F1 · derivative.expiration_date: Represents restricted holdings units granted pursuant to the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan that are subject to market price and cliff service vesting conditions based on average prices of common stock ranging from $150 to $225 and the Reporting Person's continued service through May 1, 2031, subject to exceptions (including if the market price conditions are satisfied between May 1, 2031 and May 1, 2033 with continued service through such date). Upon vesting, subject to certain conditions, including three-year transfer restrictions, the Reporting Person may exchange one restricted holdings unit for one share of common stock of KKR & Co. Inc. Restricted holdings units that have not vested by May 1, 2033 will be forfeited. Read SEC document |
| March 04, 2026 Filed Mar 5, 2026 19:30 UTC |
BARAKETT TIMOTHY RDirector
|
PurchaseCommon Stock | 50,000 | $94.47 | $4,723,500.00 |
DisclosureSEC source: 0001140361-26-008123 · form4.xml · nonDerivative · entry 1 BARAKETT TIMOTHY R · CIK 0001039546 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Limited Partnership Disclosed balance after: 285,000 F1 · price: Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $94.29 to $94.55, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 21:34 UTC |
Dillon Mary NDirector
|
PurchaseCommon Stock | 22,225 | $90.96 | $2,021,586.00 |
DisclosureSEC source: 0001140361-26-007577 · form4.xml · nonDerivative · entry 1 Dillon Mary N · CIK 0001340358 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 49,610 F1 · price: Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $90.88 to $90.96, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:34 UTC |
NUTTALL SCOTT CDirector · Co-Chief Executive Officer
|
PurchaseCommon Stock | 50,000 | $87.81 | $4,390,500.00 |
DisclosureSEC source: 0001140361-26-007579 · form4.xml · nonDerivative · entry 1 NUTTALL SCOTT C · CIK 0001207606 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,406,748 F1 · price: Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $87.78 to $87.90, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price. F2 · balance_after: Reflects certain transfers made between grantor retained annuity trusts and the reporting person. Such transfers were exempt from reporting pursuant to Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:34 UTC |
BAE JOSEPH YDirector · Co-Chief Executive Officer
|
PurchaseCommon Stock | 50,000 | $88.56 | $4,428,000.00 |
DisclosureSEC source: 0001140361-26-007578 · form4.xml · nonDerivative · entry 1 BAE JOSEPH Y · CIK 0001208917 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 559,257 F1 · price: Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $88.45 to $88.58, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 23:38 UTC |
Cohler MattDirector
|
PurchaseCommon Stock | 43,872 | $102.90 | $4,514,428.80 |
DisclosureSEC source: 0001140361-26-006058 · form4.xml · nonDerivative · entry 1 Cohler Matt · CIK 0001572685 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,477 F1 · price: Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $102.76 to $103.01, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 23:35 UTC |
BAE JOSEPH YDirector · Co-Chief Executive Officer
|
PurchaseCommon Stock | 30,082 | $103.17 | $3,103,559.94 |
DisclosureSEC source: 0001140361-26-006056 · form4.xml · nonDerivative · entry 4 BAE JOSEPH Y · CIK 0001208917 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 509,257 F4 · price: Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $102.84 to $103.41, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 23:35 UTC |
BAE JOSEPH YDirector · Co-Chief Executive Officer
|
PurchaseCommon Stock | 63,467 | $102.49 | $6,504,732.83 |
DisclosureSEC source: 0001140361-26-006056 · form4.xml · nonDerivative · entry 3 BAE JOSEPH Y · CIK 0001208917 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 479,175 F3 · price: Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $101.84 to $102.83, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 23:35 UTC |
BAE JOSEPH YDirector · Co-Chief Executive Officer
|
PurchaseCommon Stock | 8,650 | $101.30 | $876,245.00 |
DisclosureSEC source: 0001140361-26-006056 · form4.xml · nonDerivative · entry 2 BAE JOSEPH Y · CIK 0001208917 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 415,708 F2 · price: Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $100.84 to $101.79, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 23:35 UTC |
BAE JOSEPH YDirector · Co-Chief Executive Officer
|
PurchaseCommon Stock | 22,801 | $100.39 | $2,288,992.39 |
DisclosureSEC source: 0001140361-26-006056 · form4.xml · nonDerivative · entry 1 BAE JOSEPH Y · CIK 0001208917 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 407,058 F1 · price: Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $99.81 to $100.78, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 23:32 UTC |
NUTTALL SCOTT CDirector · Co-Chief Executive Officer
|
PurchaseCommon Stock | 112 | $103.41 | $11,581.92 |
DisclosureSEC source: 0001140361-26-006054 · form4.xml · nonDerivative · entry 3 NUTTALL SCOTT C · CIK 0001207606 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,503,748 Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 23:32 UTC |
NUTTALL SCOTT CDirector · Co-Chief Executive Officer
|
PurchaseCommon Stock | 90,127 | $102.87 | $9,271,364.49 |
DisclosureSEC source: 0001140361-26-006054 · form4.xml · nonDerivative · entry 2 NUTTALL SCOTT C · CIK 0001207606 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,503,636 F3 · price: Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $102.41 to $103.40, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 23:32 UTC |
NUTTALL SCOTT CDirector · Co-Chief Executive Officer
|
PurchaseCommon Stock | 34,761 | $102.13 | $3,550,140.93 |
DisclosureSEC source: 0001140361-26-006054 · form4.xml · nonDerivative · entry 1 NUTTALL SCOTT C · CIK 0001207606 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,413,509 F1 · price: Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $101.41 to $102.40, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price. F2 · balance_after: Reflects certain transfers made between grantor retained annuity trusts and the reporting person. Such transfers were exempt from reporting pursuant to Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 09, 2026 Filed Feb 11, 2026 18:00 UTC |
BARAKETT TIMOTHY RDirector
|
PurchaseCommon Stock | 50,000 | $104.93 | $5,246,500.00 |
DisclosureSEC source: 0001140361-26-004845 · form4.xml · nonDerivative · entry 1 BARAKETT TIMOTHY R · CIK 0001039546 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Limited Partnership Disclosed balance after: 235,000 F1 · price: Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $104.36 to $107.10, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price Read SEC document |
| December 11, 2025 Filed Dec 13, 2025 00:00 UTC |
RUSSO PATRICIA FDirector
|
GrantCommon Stock | 1,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-045436 · form4.xml · nonDerivative · entry 1 RUSSO PATRICIA F · CIK 0001023219 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,464 F1 · kind: Represents restricted stock units of KKR & Co. Inc., which were granted under the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan on December 11, 2025 and will generally vest on December 1, 2026. Upon vesting, each restricted stock unit will be settled by delivery of one share of common stock of KKR & Co. Inc. Read SEC document |
| December 11, 2025 Filed Dec 12, 2025 19:00 UTC |
BARAKETT TIMOTHY RDirector
|
GrantCommon Stock | 1,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-045429 · form4.xml · nonDerivative · entry 1 BARAKETT TIMOTHY R · CIK 0001039546 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,771 F1 · kind: Represents restricted stock units of KKR & Co. Inc., which were granted under the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan on December 11, 2025 and will generally vest on December 1, 2026. Upon vesting, each restricted stock unit will be settled by delivery of one share of common stock of KKR & Co. Inc. Read SEC document |
| December 11, 2025 Filed Dec 13, 2025 00:01 UTC |
Spiegel EvanDirector
|
GrantCommon Stock | 1,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-045438 · form4.xml · nonDerivative · entry 1 Spiegel Evan · CIK 0001699293 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,485 F1 · kind: Represents restricted stock units of KKR & Co. Inc., which were granted under the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan on December 11, 2025 and will generally vest on December 1, 2026. Upon vesting, each restricted stock unit will be settled by delivery of one share of common stock of KKR & Co. Inc. Read SEC document |
| December 11, 2025 Filed Dec 13, 2025 00:00 UTC |
SCULLY ROBERT WDirector
|
GrantCommon Stock | 1,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-045437 · form4.xml · nonDerivative · entry 1 SCULLY ROBERT W · CIK 0001352881 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,464 F1 · kind: Represents restricted stock units of KKR & Co. Inc., which were granted under the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan on December 11, 2025 and will generally vest on December 1, 2026. Upon vesting, each restricted stock unit will be settled by delivery of one share of common stock of KKR & Co. Inc. Read SEC document |
| December 11, 2025 Filed Dec 13, 2025 00:00 UTC |
Ross Kimberly A.Director
|
GrantCommon Stock | 1,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-045435 · form4.xml · nonDerivative · entry 1 Ross Kimberly A. · CIK 0001536350 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,872 F1 · kind: Represents restricted stock units of KKR & Co. Inc., which were granted under the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan on December 11, 2025 and will generally vest on December 1, 2026. Upon vesting, each restricted stock unit will be settled by delivery of one share of common stock of KKR & Co. Inc. Read SEC document |
| December 11, 2025 Filed Dec 13, 2025 00:00 UTC |
Gutierrez ArturoDirector
|
GrantCommon Stock | 1,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-045433 · form4.xml · nonDerivative · entry 1 Gutierrez Arturo · CIK 0001849222 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,385 F1 · kind: Represents restricted stock units of KKR & Co. Inc., which were granted under the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan on December 11, 2025 and will generally vest on December 1, 2026. Upon vesting, each restricted stock unit will be settled by delivery of one share of common stock of KKR & Co. Inc. Read SEC document |
| December 11, 2025 Filed Dec 13, 2025 00:00 UTC |
NIEL XAVIER BRUNODirector
|
GrantCommon Stock | 1,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-045434 · form4.xml · nonDerivative · entry 1 NIEL XAVIER BRUNO · CIK 0001733064 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,878 F1 · kind: Represents restricted stock units of KKR & Co. Inc., which were granted under the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan on December 11, 2025 and will generally vest on December 1, 2026. Upon vesting, each restricted stock unit will be settled by delivery of one share of common stock of KKR & Co. Inc. Read SEC document |
| December 11, 2025 Filed Dec 13, 2025 00:00 UTC |
Dillon Mary NDirector
|
GrantCommon Stock | 1,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-045432 · form4.xml · nonDerivative · entry 1 Dillon Mary N · CIK 0001340358 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,605 F1 · kind: Represents restricted stock units of KKR & Co. Inc., which were granted under the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan on December 11, 2025 and will generally vest on December 1, 2026. Upon vesting, each restricted stock unit will be settled by delivery of one share of common stock of KKR & Co. Inc. Read SEC document |
| December 11, 2025 Filed Dec 13, 2025 00:00 UTC |
Cohler MattDirector
|
GrantCommon Stock | 1,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-045431 · form4.xml · nonDerivative · entry 1 Cohler Matt · CIK 0001572685 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,605 F1 · kind: Represents restricted stock units of KKR & Co. Inc., which were granted under the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan on December 11, 2025 and will generally vest on December 1, 2026. Upon vesting, each restricted stock unit will be settled by delivery of one share of common stock of KKR & Co. Inc. Read SEC document |
| December 11, 2025 Filed Dec 13, 2025 00:00 UTC |
Brown Adriane MDirector
|
GrantCommon Stock | 1,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-045430 · form4.xml · nonDerivative · entry 1 Brown Adriane M · CIK 0001314021 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,270 F1 · kind: Represents restricted stock units of KKR & Co. Inc., which were granted under the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan on December 11, 2025 and will generally vest on December 1, 2026. Upon vesting, each restricted stock unit will be settled by delivery of one share of common stock of KKR & Co. Inc. Read SEC document |
| December 11, 2025 Filed Dec 13, 2025 00:00 UTC |
ARNOLD CRAIGDirector
|
GrantCommon Stock | 1,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-045428 · form4.xml · nonDerivative · entry 1 ARNOLD CRAIG · CIK 0001188578 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,847 F1 · kind: Represents restricted stock units of KKR & Co. Inc., which were granted under the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan on December 11, 2025 and will generally vest on December 1, 2026. Upon vesting, each restricted stock unit will be settled by delivery of one share of common stock of KKR & Co. Inc. Read SEC document |
| November 12, 2025 Filed Nov 15, 2025 00:00 UTC |
KRAVIS HENRY RDirector · Co-Executive Chairman
|
GiftCommon Stock | 350,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-042378 · form4.xml · nonDerivative · entry 1 KRAVIS HENRY R · CIK 0001081714 · Director · Co-Executive Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 5,460,000 F1 · kind: Represents the donation of 350,000 shares of common stock of KKR & Co. Inc. by a limited partnership (the "Partnership"), which is an entity controlled by the Reporting Person, to a charitable foundation in which the Reporting Person has no pecuniary interest. As previously reported on a Form 4 filed on May 18, 2018, these shares of common stock were being held by the Partnership solely for purposes of future charitable donations, and the Partnership continues to hold the remaining shares for future donations. F1 · ownership.nature: Represents the donation of 350,000 shares of common stock of KKR & Co. Inc. by a limited partnership (the "Partnership"), which is an entity controlled by the Reporting Person, to a charitable foundation in which the Reporting Person has no pecuniary interest. As previously reported on a Form 4 filed on May 18, 2018, these shares of common stock were being held by the Partnership solely for purposes of future charitable donations, and the Partnership continues to hold the remaining shares for future donations. Read SEC document |
| September 23, 2025 Filed Sep 24, 2025 20:41 UTC |
ARNOLD CRAIGDirector
|
GrantCommon Stock | 242 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-036026 · form4.xml · nonDerivative · entry 1 ARNOLD CRAIG · CIK 0001188578 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 242 F1 · kind: Represents restricted stock units of KKR & Co. Inc., which were granted under the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan on September 23, 2025 and will generally vest on December 1, 2025. Upon vesting, each restricted stock unit will be settled by delivery of one share of common stock of KKR & Co. Inc. Read SEC document |
| September 02, 2025 Filed Sep 3, 2025 01:04 UTC |
NUTTALL SCOTT CDirector · Co-Chief Executive Officer
|
GiftCommon Stock | 194,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-033689 · form4.xml · nonDerivative · entry 2 NUTTALL SCOTT C · CIK 0001207606 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 1,135,870 F1 · kind: . Reflects a transfer of common stock of KKR & Co. Inc. previously held by a grantor retained annuity trust established in 2023 to a trust for the benefit of the Reporting Person's family, which transfer was made on the date provided for under the terms of such grantor retained annuity trust. Read SEC document |
| September 02, 2025 Filed Sep 3, 2025 01:04 UTC |
NUTTALL SCOTT CDirector · Co-Chief Executive Officer
|
GiftCommon Stock | 194,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-033689 · form4.xml · nonDerivative · entry 1 NUTTALL SCOTT C · CIK 0001207606 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 1,702,400 F1 · kind: . Reflects a transfer of common stock of KKR & Co. Inc. previously held by a grantor retained annuity trust established in 2023 to a trust for the benefit of the Reporting Person's family, which transfer was made on the date provided for under the terms of such grantor retained annuity trust. F2 · balance_after: Reflects certain transfers made between grantor retained annuity trusts and the reporting person. Such transfers were exempt from reporting pursuant to Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| August 29, 2025 Filed Sep 3, 2025 01:02 UTC |
BAE JOSEPH YDirector · Co-Chief Executive Officer
|
GiftCommon Stock | 398,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-033688 · form4.xml · nonDerivative · entry 2 BAE JOSEPH Y · CIK 0001208917 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,952,902 F1 · kind: Reflects a transfer of common stock of KKR & Co. Inc. previously held by a grantor retained annuity trust established in 2023 to a trust for the benefit of the Reporting Person's family, which transfer was made on the date provided for under the terms of such grantor retained annuity trust. Read SEC document |
| August 29, 2025 Filed Sep 3, 2025 01:02 UTC |
BAE JOSEPH YDirector · Co-Chief Executive Officer
|
GiftCommon Stock | 398,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-033688 · form4.xml · nonDerivative · entry 1 BAE JOSEPH Y · CIK 0001208917 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 1,554,194 F1 · kind: Reflects a transfer of common stock of KKR & Co. Inc. previously held by a grantor retained annuity trust established in 2023 to a trust for the benefit of the Reporting Person's family, which transfer was made on the date provided for under the terms of such grantor retained annuity trust. F2 · balance_after: Reflects certain transfers made between grantor retained annuity trusts and the Reporting Person. Such transfers were exempt from reporting pursuant to Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| August 13, 2025 Filed Aug 16, 2025 00:00 UTC |
Lewin Robert HChief Financial Officer
|
GiftCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-031596 · form4.xml · nonDerivative · entry 1 Lewin Robert H · CIK 0001797043 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,196,726 F1 · kind: The transfer was made to a trust for a charitable purpose. Read SEC document |
| August 08, 2025 Filed Aug 9, 2025 00:00 UTC |
BAE JOSEPH YDirector · Co-Chief Executive Officer
|
OtherCommon Stock | 1,592 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-25-029948 · form4.xml · nonDerivative · entry 1 BAE JOSEPH Y · CIK 0001208917 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Limited Liability Company Disclosed balance after: 7,166 F1 · kind: Reflects the acquisition by a trust for the benefit of certain of the Reporting Person's family members from certain of the Reporting Person's other family members of their limited liability company membership interests in a limited liability company holding shares of common stock of KKR & Co. Inc. The number reported reflects the number of shares held by the limited liability company that corresponds with the limited liability company membership interests transferred to the trust described above. In connection with the transfer to the trust described above, the trust paid the transferors an aggregate of $227,250.04. F1 · price: Reflects the acquisition by a trust for the benefit of certain of the Reporting Person's family members from certain of the Reporting Person's other family members of their limited liability company membership interests in a limited liability company holding shares of common stock of KKR & Co. Inc. The number reported reflects the number of shares held by the limited liability company that corresponds with the limited liability company membership interests transferred to the trust described above. In connection with the transfer to the trust described above, the trust paid the transferors an aggregate of $227,250.04. Read SEC document |
| August 07, 2025 Filed Aug 7, 2025 22:32 UTC |
ROBERTS GEORGE RDirector · Co-Executive Chairman
|
SaleCommon Stock | 809,906 | $144.25 | $116,828,940.50 |
DisclosureSEC source: 0001140361-25-029677 · form4.xml · nonDerivative · entry 1 ROBERTS GEORGE R · CIK 0001081715 · Director · Co-Executive Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 81,361,978 F1 · ownership.nature: These securities are held in a trust revocable by the Reporting Person during his life. The Reporting Person is the sole beneficiary and the sole trustee of this trust. Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 01:15 UTC |
ROBERTS GEORGE RDirector · Co-Executive Chairman
|
SaleCommon Stock | 1,190,094 | $119.80 | $142,573,261.20 |
DisclosureSEC source: 0001140361-25-021191 · form4.xml · nonDerivative · entry 1 ROBERTS GEORGE R · CIK 0001081715 · Director · Co-Executive Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 82,171,884 F1 · ownership.nature: These securities are held in a trust revocable by the Reporting Person during his life. The Reporting Person is the sole beneficiary and the sole trustee of this trust. Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 01:10 UTC |
KRAVIS HENRY RDirector · Co-Executive Chairman
|
SaleCommon Stock | 130,925 | $121.67 | $15,929,644.75 |
DisclosureSEC source: 0001140361-25-021188 · form4.xml · nonDerivative · entry 2 KRAVIS HENRY R · CIK 0001081714 · Director · Co-Executive Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 0 F1 · price: Reflects a weighted average sales price. These shares were sold in multiple transactions at prices ranging from $121.35 to $121.9323, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. F2 · ownership.nature: These shares of common stock are held by a limited liability company of which the Reporting Person is the managing member. Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 01:10 UTC |
KRAVIS HENRY RDirector · Co-Executive Chairman
|
SaleCommon Stock | 1,150,469 | $119.80 | $137,826,186.20 |
DisclosureSEC source: 0001140361-25-021188 · form4.xml · nonDerivative · entry 1 KRAVIS HENRY R · CIK 0001081714 · Director · Co-Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,006,022 Read SEC document |
| May 22, 2025 Filed May 27, 2025 20:01 UTC |
BARAKETT TIMOTHY RDirector
|
PurchaseCommon Stock | 35,000 | $117.92 | $4,127,319.00 |
DisclosureSEC source: 0001140361-25-020535 · form4.xml · nonDerivative · entry 1 BARAKETT TIMOTHY R · CIK 0001039546 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Limited Partnership Disclosed balance after: 185,000 Read SEC document |
| May 16, 2025 Filed May 17, 2025 00:00 UTC |
ROBERTS GEORGE RDirector · Co-Executive Chairman · 10% owner
|
GiftCommon Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-019558 · form4.xml · nonDerivative · entry 1 ROBERTS GEORGE R · CIK 0001081715 · Director · Co-Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 1,200,000 F1 · kind: This Form 4 reports the donation of 200,000 shares of common stock of KKR & Co. Inc. by a limited partnership (the "Partnership"), which is an entity controlled by the Reporting Person, to a charitable foundation in which the Reporting Person has no pecuniary interest. As previously reported on a Form 4 filed on May 18, 2018, these shares of common stock were being held by the Partnership solely for purposes of charitable donations, and the Partnership continues to hold the remaining 1,200,000 shares of common stock for future donations. F1 · ownership.nature: This Form 4 reports the donation of 200,000 shares of common stock of KKR & Co. Inc. by a limited partnership (the "Partnership"), which is an entity controlled by the Reporting Person, to a charitable foundation in which the Reporting Person has no pecuniary interest. As previously reported on a Form 4 filed on May 18, 2018, these shares of common stock were being held by the Partnership solely for purposes of charitable donations, and the Partnership continues to hold the remaining 1,200,000 shares of common stock for future donations. Read SEC document |
| May 15, 2025 Filed May 17, 2025 00:00 UTC |
NUTTALL SCOTT CDirector · Co-Chief Executive Officer
|
GiftCommon Stock | 47,001 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-25-019557 · form4.xml · nonDerivative · entry 1 NUTTALL SCOTT C · CIK 0001207606 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 1,497,723 F1 · kind: Reflects the transfer of interests in a limited partnership, whose general partner is a limited liability company, over which the Reporting Person has investment discretion, by the Reporting Person's family member to a trust. The number reported reflects the number of shares held by the limited partnership that corresponds with the limited partnership interests transferred to the trust described above. No shares of common stock were transferred. F1 · price: Reflects the transfer of interests in a limited partnership, whose general partner is a limited liability company, over which the Reporting Person has investment discretion, by the Reporting Person's family member to a trust. The number reported reflects the number of shares held by the limited partnership that corresponds with the limited partnership interests transferred to the trust described above. No shares of common stock were transferred. F2 · ownership.nature: These securities are held by a limited partnership, whose general partner is a limited liability company over which the Reporting Person has investment discretion. Read SEC document |
| May 15, 2025 Filed May 17, 2025 00:00 UTC |
Lewin Robert HChief Financial Officer
|
GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-019556 · form4.xml · nonDerivative · entry 1 Lewin Robert H · CIK 0001797043 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,199,226 F1 · kind: This Form 4 reports the donation of 10,000 shares of common stock of KKR & Co. Inc. by the Reporting Person to a charitable organization. Read SEC document |
| May 15, 2025 Filed May 17, 2025 00:00 UTC |
BAE JOSEPH YDirector · Co-Chief Executive Officer
|
OtherCommon Stock | 3,184 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-25-019555 · form4.xml · nonDerivative · entry 1 BAE JOSEPH Y · CIK 0001208917 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Limited Liability Company Disclosed balance after: 7,166 F1 · kind: Reflects the acquisition by a trust for the benefit of certain of the Reporting Person's family members from certain of the Reporting Person's other family members of their limited liability company membership interests in a limited liability company holding shares of common stock of KKR & Co. Inc. The number reported reflects the number of shares held by the limited liability company that corresponds with the limited liability company membership interests transferred to the trust described above. In connection with the transfer to the trust described above, the trust paid the transferors an aggregate of $402,218.50. F1 · price: Reflects the acquisition by a trust for the benefit of certain of the Reporting Person's family members from certain of the Reporting Person's other family members of their limited liability company membership interests in a limited liability company holding shares of common stock of KKR & Co. Inc. The number reported reflects the number of shares held by the limited liability company that corresponds with the limited liability company membership interests transferred to the trust described above. In connection with the transfer to the trust described above, the trust paid the transferors an aggregate of $402,218.50. Read SEC document |
| May 15, 2025 Filed May 17, 2025 00:00 UTC |
KRAVIS HENRY RDirector · Co-Executive Chairman
|
OtherCommon Stock | 250,377 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-25-019559 · form4.xml · nonDerivative · entry 1 KRAVIS HENRY R · CIK 0001081714 · Director · Co-Executive Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 1,549,369 F1 · kind: Reflects for estate planning purposes the transfer of interests in a limited partnership, whose general partner is a limited liability company, over which the Reporting Person has investment discretion, for a note in an aggregate principal amount based on the value of such interests. The number reported reflects the number of shares held by the limited partnership that corresponds with the limited partnership interests transferred. No shares of common stock were transferred. F1 · price: Reflects for estate planning purposes the transfer of interests in a limited partnership, whose general partner is a limited liability company, over which the Reporting Person has investment discretion, for a note in an aggregate principal amount based on the value of such interests. The number reported reflects the number of shares held by the limited partnership that corresponds with the limited partnership interests transferred. No shares of common stock were transferred. F2 · ownership.nature: These shares are held by the limited partnership referred to above in footnote (1). 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.