Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KKR & Co. Inc.KKR · Entity 338 | Chief Legal Officer & GC | April 29, 2026 | May 01, 2026 |
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.
KKR & Co. Inc.
Report date April 29, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Holdings UnitsSEC Table II · derivative / convertible security | Direct | 300,000 |
Reported balance
After 2026-04-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-29 · Grant · Acquired 300,000 · Balance 300,000 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| April 29, 2026 Filed May 1, 2026 22:01 UTC | KKR & Co. Inc. KKR · Entity 338 | 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 |
| August 04, 2023 Filed Aug 7, 2023 21:14 UTC | KKR & Co. Inc. KKR · Entity 338 | GrantRestricted Holdings Units · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-038367 · 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: 100,000 Underlying: Common Stock · 100,000 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, which are subject to market price and cliff service vesting conditions based on average prices of common stock ranging from $95.80 to $135.80 and the Reporting Person's continued service to 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). 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. Restricted holdings units that have not vested by December 31, 2029 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, which are subject to market price and cliff service vesting conditions based on average prices of common stock ranging from $95.80 to $135.80 and the Reporting Person's continued service to 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). 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. Restricted holdings units that have not vested by December 31, 2029 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, which are subject to market price and cliff service vesting conditions based on average prices of common stock ranging from $95.80 to $135.80 and the Reporting Person's continued service to 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). 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. Restricted holdings units that have not vested by December 31, 2029 will be forfeited. Read SEC document |
| October 03, 2022 Filed Oct 5, 2022 01:28 UTC | KKR & Co. Inc. KKR · Entity 338 | GrantRestricted Holdings Units · Derivative | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-036168 · form4.xml · derivative · entry 1 Sudol Kathryn King · CIK 0001940412 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,000 Underlying: Common Stock · 400,000 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, one-half of which will vest in five equal annual installments, commencing on April 1, 2023 through April 1, 2027, subject to continued service through the respective vesting dates, and one-half of which are subject to market price and cliff service vesting conditions based on average prices of common stock ranging from $75 to $115 and the Reporting Person's continued service to April 1, 2027, subject to exceptions. 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. F1 · derivative.exercise_date: Represents restricted holdings units granted pursuant to the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan, one-half of which will vest in five equal annual installments, commencing on April 1, 2023 through April 1, 2027, subject to continued service through the respective vesting dates, and one-half of which are subject to market price and cliff service vesting conditions based on average prices of common stock ranging from $75 to $115 and the Reporting Person's continued service to April 1, 2027, subject to exceptions. 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. F1 · derivative.expiration_date: Represents restricted holdings units granted pursuant to the Amended and Restated KKR & Co. Inc. 2019 Equity Incentive Plan, one-half of which will vest in five equal annual installments, commencing on April 1, 2023 through April 1, 2027, subject to continued service through the respective vesting dates, and one-half of which are subject to market price and cliff service vesting conditions based on average prices of common stock ranging from $75 to $115 and the Reporting Person's continued service to April 1, 2027, subject to exceptions. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.