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 31, 2026 | September 02, 2026 |
| 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 31, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectIRA | 12,384.934 |
Reported balance
After 2026-08-31 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-31 · Purchase · Acquired 800 · Balance 12,384.934 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 | Direct | 0 |
Reported balance
After 2021-06-16 transaction · row 1
1 source rowRow 1 · 2021-06-16 · Disposition to issuer · Disposed 3,327.907 · Balance 0 F1: Effective on June 10, 2020, FS KKR Capital Corp. II 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. F2: Disposed of in exchange for 3,160.8461shares 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Effective on June 10, 2020, FS KKR Capital Corp. II 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.
F2: Disposed of in exchange for 3,160.8461shares 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.
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 | Direct | 0 |
Reported balance
After 2019-12-18 transaction · row 1
1 source rowRow 1 · 2019-12-18 · Disposition to issuer · Disposed 12,105 · Balance 0 F1: Disposed of in exchange for 11,868 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of in exchange for 11,868 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.
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 31, 2026 Filed Sep 2, 2026 20:55 UTC | FS KKR Capital Corp FSK · Entity 776 | PurchaseCommon Stock | 800 | $12.44 | $9,948.00 |
DisclosureSEC source: 0001104659-26-104773 · tm2624689-1_4seq1.xml · nonDerivative · entry 1 Hopkins Jerel A · CIK 0001588347 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 12,384.934 F1 · balance_after: Includes shares acquired under the FS KKR Capital Corp. dividend reinvestment plan. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 21:01 UTC | FS KKR Capital Corp FSK · Entity 776 | PurchaseCommon Stock | 450 | $15.50 | $6,972.75 |
DisclosureSEC source: 0001104659-25-119653 · tm2533015-1_4seq1.xml · nonDerivative · entry 1 Hopkins Jerel A · CIK 0001588347 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 10,148.865 F1 · balance_after: Includes shares acquired under the FS KKR Capital Corp. dividend reinvestment plan. Read SEC document |
| September 03, 2025 Filed Sep 5, 2025 20:01 UTC | FS KKR Capital Corp FSK · Entity 776 | PurchaseCommon Stock | 330 | $18.13 | $5,981.25 |
DisclosureSEC source: 0001104659-25-087784 · tm2525319-1_4seq1.xml · nonDerivative · entry 1 Hopkins Jerel A · CIK 0001588347 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 9,690.047 F1 · balance_after: Includes shares acquired under the FS KKR Capital Corp. dividend reinvestment plan. Read SEC document |
| May 29, 2025 Filed Jun 2, 2025 21:19 UTC | FS KKR Capital Corp FSK · Entity 776 | PurchaseCommon Stock | 700 | $21.24 | $14,864.50 |
DisclosureSEC source: 0001104659-25-055552 · tm2516932-1_4seq1.xml · nonDerivative · entry 1 Hopkins Jerel A · CIK 0001588347 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 9,354.016 F1 · balance_after: Includes shares acquired under the FS KKR Capital Corp. dividend reinvestment plan. Read SEC document |
| December 06, 2024 Filed Dec 10, 2024 19:59 UTC | FS KKR Capital Corp FSK · Entity 776 | PurchaseCommon Stock | 500 | $21.47 | $10,732.50 |
DisclosureSEC source: 0001104659-24-127147 · tm2430680-1_4seq1.xml · nonDerivative · entry 1 Hopkins Jerel A · CIK 0001588347 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 8,642.418 F1 · balance_after: Includes shares acquired under the FS KKR Capital Corp. dividend reinvestment plan. Read SEC document |
| June 10, 2024 Filed Jun 11, 2024 20:47 UTC | FS KKR Capital Corp FSK · Entity 776 | PurchaseCommon Stock | 470 | $20.70 | $9,726.65 |
DisclosureSEC source: 0001104659-24-070439 · tm2417008-1_4seq1.xml · nonDerivative · entry 1 Hopkins Jerel A · CIK 0001588347 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 8,125 F1 · balance_after: Includes shares acquired under the FS KKR Capital Corp. dividend reinvestment plan. Read SEC document |
| December 08, 2023 Filed Dec 11, 2023 21:12 UTC | FS KKR Capital Corp FSK · Entity 776 | PurchaseCommon Stock | 500 | $20.10 | $10,047.50 |
DisclosureSEC source: 0001839882-23-033425 · hopkins-form4_120823.xml · nonDerivative · entry 1 Hopkins Jerel A · CIK 0001588347 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 7,649.972 F1 · balance_after: Includes shares acquired under the FS KKR Capital Corp. dividend reinvestment plan. F2 · ownership.nature: Shares are indirectly owned through the reporting person's IRA. These shares were previously included in the reporting person's direct ownership total. Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 19:24 UTC | FS KKR Capital Corp FSK · Entity 776 | PurchaseCommon Stock | 750 | $19.99 | $14,990.03 |
DisclosureSEC source: 0001839882-23-022721 · hopkins-form4_082923.xml · nonDerivative · entry 1 Hopkins Jerel A · CIK 0001588347 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,144 F1 · balance_after: Includes shares acquired under the FS KKR Capital Corp. dividend reinvestment plan. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 20:57 UTC | FS KKR Capital Corp FSK · Entity 776 | PurchaseCommon Stock | 556 | $17.45 | $9,699.42 |
DisclosureSEC source: 0001839882-23-007046 · hopkins-form4_031523.xml · nonDerivative · entry 1 Hopkins Jerel A · CIK 0001588347 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,384 Read SEC document |
| September 09, 2022 Filed Sep 14, 2022 00:56 UTC | FS KKR Capital Corp FSK · Entity 776 | PurchaseCommon Stock | 450 | $21.38 | $9,618.84 |
DisclosureSEC source: 0001387131-22-009773 · hopkins-form4_090922.xml · nonDerivative · entry 1 Hopkins Jerel A · CIK 0001588347 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,024.4931 F1 · price: The purchases were effected in multiple transactions at prices ranging from $21.375 to $21.3767, inclusive. The price reported in Column 4 is the weighted average price Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 20:14 UTC | FS KKR Capital Corp FSK · Entity 776 | PurchaseCommon Stock | 550 | $21.20 | $11,662.70 |
DisclosureSEC source: 0001387131-22-006954 · hopkins-form4_060922.xml · nonDerivative · entry 1 Hopkins Jerel A · CIK 0001588347 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,450.8461 F1 · price: The purchases were effected in multiple transactions at prices ranging from $21.204 to $21.205, inclusive. The price reported in Column 4 is the weighted average price. Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 20:37 UTC | FS KKR Capital Corp FSK · Entity 776 | PurchaseCommon Stock | 450 | $21.82 | $9,817.43 |
DisclosureSEC source: 0001387131-22-003791 · hopkins-form4_031622.xml · nonDerivative · entry 1 Hopkins Jerel A · CIK 0001588347 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,900.8461 Read SEC document |
| December 09, 2021 Filed Dec 10, 2021 21:33 UTC | FS KKR Capital Corp FSK · Entity 776 | PurchaseCommon Stock | 450 | $21.61 | $9,724.23 |
DisclosureSEC source: 0001387131-21-011961 · hopkins-form4_120921.xml · nonDerivative · entry 1 Hopkins Jerel A · CIK 0001588347 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,450.8461 Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 22:54 UTC | FS KKR Capital Corp FSK · Entity 776 | PurchaseCommon Stock | 840 | $23.15 | $19,444.99 |
DisclosureSEC source: 0001387131-21-009230 · ownership.xml · nonDerivative · entry 1 Hopkins Jerel A · CIK 0001588347 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000.8461 Read SEC document |
| June 16, 2021 Filed Jun 21, 2021 23:54 UTC | FS KKR Capital Corp FSK · Entity 776 | GrantCommon Stock | 3,160.8461 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001387131-21-006733 · hopkins-form4_061621.xml · nonDerivative · entry 1 Hopkins Jerel A · CIK 0001588347 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,160.8461 F1 · price: Received in exchange for 3,327.907 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 as of November 23, 2020 (the "Merger Agreement"), by and among FSK, FSKR, Rocky Merger Sub, Inc. and FS/KKR Advisor, LLC. F2 · balance_after: Effective on June 15, 2020, FSK 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 |
| June 16, 2021 Filed Jun 21, 2021 20:36 UTC | FS KKR Capital Corp. II FSKR · Entity 138043 | Disposition to issuerCommon Stock | 3,327.907 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001387131-21-006747 · ownership.xml · nonDerivative · entry 1 Hopkins Jerel A · CIK 0001588347 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Effective on June 10, 2020, FS KKR Capital Corp. II 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. F2 · price: Disposed of in exchange for 3,160.8461shares 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 18, 2019 Filed Dec 19, 2019 21:36 UTC | FS KKR Capital Corp. II NONE · Entity 138043 | GrantCommon Stock | 11,868 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001387131-19-009732 · hopkinsfskii-form4_121819.xml · nonDerivative · entry 1 Hopkins Jerel A · CIK 0001588347 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,868 F1 · price: Received in exchange for 12,105 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. Read SEC document |
| December 18, 2019 Filed Dec 19, 2019 21:41 UTC | FS Investment Corp III NONE · Entity 16526 | Disposition to issuerCommon Stock | 12,105 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001387131-19-009742 · hopkfsinviii-form4_121819.xml · nonDerivative · entry 1 Hopkins Jerel A · CIK 0001588347 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of in exchange for 11,868 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. 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.