Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FS Investment Corp IVNONE · Entity 152998 | Director | December 03, 2018 | December 07, 2018 |
| FS KKR Capital CorpFSK · Entity 776 | Director | August 15, 2025 | August 20, 2025 |
| FS KKR Capital Corp. IIFSKR · Entity 138043 | Director | June 16, 2021 | June 21, 2021 |
| KKR FS Income TrustNONE · Entity 15311 | Director | May 29, 2023 | May 30, 2023 |
| KKR FS Income Trust SelectNONE · Entity 15233 | Director | June 07, 2023 | June 07, 2023 |
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.
FS Investment Corp IV
Report date December 03, 2018 · Filed December 07, 2018
This filing explicitly reported no securities owned.
FS KKR Capital Corp
Report date August 15, 2025 · Filed August 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectIRA | 29,452.23 |
Reported balance
After 2025-08-15 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-08-15 · Purchase · Acquired 3,750 · Balance 29,452.23 F1: Includes shares acquired under the FS KKR Capital Corp. dividend reinvestment plan. |
| Common StockSEC Table I · non-derivative | Direct | 3,350.56 |
Reported balance
Holding disclosure · report date 2025-08-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 3,350.56 F1: Includes shares acquired under the FS KKR Capital Corp. dividend reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired under the FS KKR Capital Corp. dividend reinvestment plan.
FS KKR Capital Corp. II
Report date June 16, 2021 · Filed June 21, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectIRA | 0 |
Reported balance
After 2021-06-16 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-06-16 · Disposition to issuer · Disposed 1,924 · Balance 0 F1: Disposed of in exchange for 1,827.4152 shares of FS KKR Capital Corp. ("FSK") common stock in connection with the closing of the merger of FSK and FS KKR Capital Corp. II ("FSKR") pursuant to that certain Agreement and Plan of Merger, dated as of November 23, 2020 (the "Merger Agreement"), by and among FSK, FSKR, Rocky Merger Sub, Inc. and FS/KKR Advisor, LLC. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-06-16 transaction · row 2
1 source rowRow 2 · 2021-06-16 · Disposition to issuer · Disposed 1,867 · Balance 0 F2: Disposed of in exchange for 1,773.2766 shares of FSK common stock in connection with the closing of the merger of FSK and FSKR pursuant to that certain Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of in exchange for 1,827.4152 shares of FS KKR Capital Corp. ("FSK") common stock in connection with the closing of the merger of FSK and FS KKR Capital Corp. II ("FSKR") pursuant to that certain Agreement and Plan of Merger, dated as of November 23, 2020 (the "Merger Agreement"), by and among FSK, FSKR, Rocky Merger Sub, Inc. and FS/KKR Advisor, LLC.
F2: Disposed of in exchange for 1,773.2766 shares of FSK common stock in connection with the closing of the merger of FSK and FSKR pursuant to that certain Merger Agreement.
KKR FS Income Trust
Report date May 29, 2023 · Filed May 30, 2023
This filing explicitly reported no securities owned.
KKR FS Income Trust Select
Report date June 07, 2023 · Filed June 07, 2023
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
FS Investment Corp III
Report date December 18, 2019 · Filed December 19, 2019
Section 16 reporting ended · disclosed 2019-12-19. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 0 |
Reported balance
After 2019-12-18 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-12-18 · Disposition to issuer · Disposed 7,262 · Balance 0 F1: Disposed of in exchange for 7,119 shares of FS KKR Capital Corp II. (f/k/a FS Investment Corp.) ("FSK II") common stock in connection with the closing of the mergers of FSK II, FS Investment Corporation III ("FSIC III"), FS Investment Corporation IV ("FSIC IV") and Corporate Capital Trust II ("CCT II") pursuant to that certain Agreement and Plan of Merger, dated May 31, 2019 (the "Merger Agreement"), by and among FSK II, FSIC III, CCT II, FSIC IV, NT Acquisition 1, Inc., NT Acquisition 2, Inc., NT Acquisition 3, Inc. and FS/KKR Advisor, LLC. F2: All shares held in an Individual Retirement Account. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of in exchange for 7,119 shares of FS KKR Capital Corp II. (f/k/a FS Investment Corp.) ("FSK II") common stock in connection with the closing of the mergers of FSK II, FS Investment Corporation III ("FSIC III"), FS Investment Corporation IV ("FSIC IV") and Corporate Capital Trust II ("CCT II") pursuant to that certain Agreement and Plan of Merger, dated May 31, 2019 (the "Merger Agreement"), by and among FSK II, FSIC III, CCT II, FSIC IV, NT Acquisition 1, Inc., NT Acquisition 2, Inc., NT Acquisition 3, Inc. and FS/KKR Advisor, LLC.
F2: All shares held in an Individual Retirement Account.
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 |
|---|---|---|---|---|---|---|
| August 15, 2025 Filed Aug 20, 2025 20:20 UTC | FS KKR Capital Corp FSK · Entity 776 | PurchaseCommon Stock | 3,750 | $17.52 | $65,681.25 |
DisclosureSEC source: 0001104659-25-080922 · tm2523796-1_4seq1.xml · nonDerivative · entry 2 Adams Barbara · CIK 0001539893 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 29,452.23 F1 · balance_after: Includes shares acquired under the FS KKR Capital Corp. dividend reinvestment plan. Read SEC document |
| May 15, 2024 Filed May 17, 2024 14:59 UTC | FS KKR Capital Corp FSK · Entity 776 | PurchaseCommon Stock | 3,381 | $20.10 | $67,957.09 |
DisclosureSEC source: 0001999371-24-006237 · adams-form4.xml · nonDerivative · entry 2 Adams Barbara · CIK 0001539893 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 22,082.216 F1 · price: Includes shares acquired under the FS KKR Capital Corp. dividend reinvestment plan. F1 · balance_after: Includes shares acquired under the FS KKR Capital Corp. dividend reinvestment plan. Read SEC document |
| May 11, 2023 Filed Jun 8, 2023 20:13 UTC Amendment | FS KKR Capital Corp FSK · Entity 776 | PurchaseCommon Stock | 3,572 | $19.08 | $68,161.26 |
DisclosureSEC source: 0001387131-23-007418 · adams-form4a_060823.xml · nonDerivative · entry 2 Adams Barbara · CIK 0001539893 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 16,386.96 F1 · price: The sales were effected in multiple transactions at prices ranging from $19.0550 to $19.0823, inclusive. The price reported in Column 4 is the weighted average price. F2 · balance_after: Includes shares acquired under the FS KKR Capital Corp. dividend reinvestment plan. Read SEC document |
| May 11, 2022 Filed May 12, 2023 20:34 UTC | FS KKR Capital Corp FSK · Entity 776 | PurchaseCommon Stock | 3,572 | $19.08 | $68,161.26 |
DisclosureSEC source: 0001387131-23-006476 · adams-form4_051123.xml · nonDerivative · entry 2 Adams Barbara · CIK 0001539893 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 16,386.96 F1 · price: Includes shares acquired under the FS KKR Capital Corp. dividend reinvestment plan. F1 · balance_after: Includes shares acquired under the FS KKR Capital Corp. dividend reinvestment plan. Read SEC document |
| March 08, 2022 Filed Mar 9, 2022 21:18 UTC | FS KKR Capital Corp FSK · Entity 776 | PurchaseCommon Stock | 2,385 | $22.54 | $53,755.52 |
DisclosureSEC source: 0001387131-22-003458 · adams-form4_030922.xml · nonDerivative · entry 1 Adams Barbara · CIK 0001539893 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 10,612.11 F1 · price: The sales were effected in multiple transactions at prices ranging from $22.5300 to $22.5399, inclusive. The price reported in Column 4 is the weighted average price. Read SEC document |
| August 11, 2021 Filed Aug 12, 2021 19:11 UTC | FS KKR Capital Corp FSK · Entity 776 | PurchaseCommon Stock | 3,044 | $22.74 | $69,211.43 |
DisclosureSEC source: 0001387131-21-008395 · adams-form4_081121.xml · nonDerivative · entry 2 Adams Barbara · CIK 0001539893 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 7,996 Read SEC document |
| August 11, 2021 Filed Aug 12, 2021 19:11 UTC | FS KKR Capital Corp FSK · Entity 776 | PurchaseCommon Stock | 170 | $22.74 | $3,865.15 |
DisclosureSEC source: 0001387131-21-008395 · adams-form4_081121.xml · nonDerivative · entry 1 Adams Barbara · CIK 0001539893 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,943 Read SEC document |
| June 16, 2021 Filed Jun 21, 2021 23:37 UTC | FS KKR Capital Corp FSK · Entity 776 | GrantCommon Stock | 1,773.2766 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001387131-21-006725 · adams-form4_061621.xml · nonDerivative · entry 2 Adams Barbara · CIK 0001539893 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,773.2766 F2 · price: Received in exchange for 1,867 shares of FSKR common stock in connection with the closing of the merger of FSK and FSKR pursuant to that certain Merger Agreement. Read SEC document |
| June 16, 2021 Filed Jun 21, 2021 23:37 UTC | FS KKR Capital Corp FSK · Entity 776 | GrantCommon Stock | 1,827.4152 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001387131-21-006725 · adams-form4_061621.xml · nonDerivative · entry 1 Adams Barbara · CIK 0001539893 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 4,927.4152 F1 · price: Received in exchange for 1,924 shares of FS KKR Capital Corp. II ("FSKR") common stock in connection with the closing of the merger of FS KKR Capital Corp. ("FSK") and FSKR pursuant to that certain Agreement and Plan of Merger, dated November 23, 2020 (the "Merger Agreement"), by and among FSK, FSKR, Rocky Merger Sub, Inc. and FS/KKR Advisor, LLC. Read SEC document |
| June 16, 2021 Filed Jun 21, 2021 20:28 UTC | FS KKR Capital Corp. II FSKR · Entity 138043 | Disposition to issuerCommon Stock | 1,867 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001387131-21-006740 · ownership.xml · nonDerivative · entry 2 Adams Barbara · CIK 0001539893 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: Disposed of in exchange for 1,773.2766 shares of FSK common stock in connection with the closing of the merger of FSK and FSKR pursuant to that certain Merger Agreement. Read SEC document |
| June 16, 2021 Filed Jun 21, 2021 20:28 UTC | FS KKR Capital Corp. II FSKR · Entity 138043 | Disposition to issuerCommon Stock | 1,924 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001387131-21-006740 · ownership.xml · nonDerivative · entry 1 Adams Barbara · CIK 0001539893 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 0 F1 · price: Disposed of in exchange for 1,827.4152 shares of FS KKR Capital Corp. ("FSK") common stock in connection with the closing of the merger of FSK and FS KKR Capital Corp. II ("FSKR") pursuant to that certain Agreement and Plan of Merger, dated as of November 23, 2020 (the "Merger Agreement"), by and among FSK, FSKR, Rocky Merger Sub, Inc. and FS/KKR Advisor, LLC. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 21:03 UTC | FS KKR Capital Corp FSK · Entity 776 | PurchaseCommon Stock | 2,100 | $18.07 | $37,944.90 |
DisclosureSEC source: 0001387131-20-010433 · adams-form4_120120.xml · nonDerivative · entry 1 Adams Barbara · CIK 0001539893 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 3,100 F1 · balance_after: Effective on June 15, 2020, the Issuer effected a 4 to 1 reverse stock split of its common stock (the "Reverse Stock Split"). The amount of securities reported on this Form 4 have been adjusted to reflect the Reverse Stock Split. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 16:07 UTC | FS KKR Capital Corp. II FSKR · Entity 138043 | PurchaseCommon Stock | 925 | $17.24 | $15,942.38 |
DisclosureSEC source: 0001387131-20-010435 · adams-form4_120120.xml · nonDerivative · entry 1 Adams Barbara · CIK 0001539893 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 1,924 F1 · balance_after: Effective on June 10, 2020, the Issuer effected a 4 to 1 reverse stock split of its common stock (the "Reverse Stock Split"). The amount of securities reported on this Form 4 have been adjusted to reflect the Reverse Stock Split. Read SEC document |
| December 18, 2019 Filed Dec 19, 2019 21:39 UTC | FS KKR Capital Corp. II NONE · Entity 138043 | GrantCommon Stock | 7,119 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001387131-19-009738 · adamsfskkr-form4_121819.xml · nonDerivative · entry 1 Adams Barbara · CIK 0001539893 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · see footnote Disclosed balance after: 10,927 F1 · price: Received in exchange for 7,262 shares of FS Investment Corporation III ("FSIC III") common stock in connection with the closing of the mergers of FS KKR Capital Corp. II (f/k/a FS Investment Corporation) ("FSK II"), FSIC III, FS Investment Corporation IV ("FSIC IV") and Corporate Capital Trust II ("CCT II") pursuant to that certain Agreement and Plan of Merger, dated May 31, 2019 (the "Merger Agreement"), by and among FSK II, FSIC III, CCT II, FSIC IV, NT Acquisition 1, Inc., NT Acquisition 2, Inc., NT Acquisition 3, Inc. and FS/KKR Advisor, LLC. F2 · ownership.nature: All shares held in an Individual Retirement Account. Read SEC document |
| December 18, 2019 Filed Dec 19, 2019 21:39 UTC | FS Investment Corp III NONE · Entity 16526 | Disposition to issuerCommon Stock | 7,262 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001387131-19-009737 · adamsfsiciii-form4_121819.xml · nonDerivative · entry 1 Adams Barbara · CIK 0001539893 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F1 · price: Disposed of in exchange for 7,119 shares of FS KKR Capital Corp II. (f/k/a FS Investment Corp.) ("FSK II") common stock in connection with the closing of the mergers of FSK II, FS Investment Corporation III ("FSIC III"), FS Investment Corporation IV ("FSIC IV") and Corporate Capital Trust II ("CCT II") pursuant to that certain Agreement and Plan of Merger, dated May 31, 2019 (the "Merger Agreement"), by and among FSK II, FSIC III, CCT II, FSIC IV, NT Acquisition 1, Inc., NT Acquisition 2, Inc., NT Acquisition 3, Inc. and FS/KKR Advisor, LLC. F2 · ownership.nature: All shares held in an Individual Retirement Account. Read SEC document |
| November 22, 2019 Filed Nov 25, 2019 21:26 UTC | FS KKR Capital Corp FSK · Entity 776 | PurchaseCommon Stock | 4,000 | $6.09 | $24,348.80 |
DisclosureSEC source: 0001387131-19-009025 · adams-form4_112219.xml · nonDerivative · entry 1 Adams Barbara · CIK 0001539893 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 4,000 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.