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KKRKKR & Co. Inc. · Insider ownership research

KKR & Co. Inc. insiders sold $1.1M in the past 12 months. How much of their stake is that?

About 1.1% overall. As a group they ended with more shares than they started with. The biggest individual seller, Dane Holmes, gave up 2.5% of starting holdings. These figures leave out Henry Kravis, the largest holder (holdings couldn't be fully reconciled).

Updated Oct 8, 2026 from SEC filings · covers Oct 9, 2025 to Oct 8, 2026
How this comparesMore of their stake sold than at 44 of the 156 other companies we can measure (#113 of 157)See ranking
5
buyers among officers and directors (13 trades), past 12 months
0%
of sales were under disclosed trading plans, past 12 months
1 of 18
officers and directors sold shares, past 12 months
Recent activity · past 30 days, Sep 9, 2026 to Oct 8, 2026

No officer or director trades were reported for the past 30 days. The most recent before that:

Sep 8, 2026Joseph Bae gave away 468K shares as a gift.
WhoSharesPrice% of total stakeTotal stake afterTrade dateFiled
Joseph Bae
Co-Chief Executive Officer, Director
468,252n/an/an/aSep 8, 2026Sep 10, 2026

"% of total stake" is the shares in this event against all the vested shares the person held that day, across every share class and holding entity, after that day's vesting. "n/a" means the person's holdings don't reconcile, or the row is a purchase. "Holdings record incomplete" means more shares were sold than the filings show the person held that day, so a percentage would be wrong.

Is this normal? Less than usual: less than one-twentieth of the 5-year average. 1 insider sold; the average is 1 a year. Year by year
Latest filing: Filed Sep 10 for a gift on Sep 8. Joseph Bae gave away 468K shares. Filing
25 SEC ownership filings in the period · See the evidence

What stands out

Five insiders bought shares: Scott Nuttall (175K shares, $17.2M), Joseph Bae (175K shares, $17.2M) and Timothy Barakett (100K shares, $10.0M), plus 2 more.Scott Nuttall: purchase, Feb 17, 2026 · Joseph Bae: purchase, Feb 17, 2026 · Timothy Barakett: purchase, Feb 9, 2026
Dane Holmes (2.4% of holdings) sold $1.1M of stock with no disclosed trading plan. The filings don't state a reason.Largest such sale, Sep 3, 2026

Percentages cover 11 of 18 officers and directors. 7 are left out

i
Left out: Henry Kravis, Scott Nuttall, Joseph Bae, Robert Lewin, Robert Scully and Kathryn Sudol (holdings couldn't be fully reconciled); George Roberts (most holdings were last confirmed in 2022).
Disclosed company stock is not an insider's whole wealth.

Who sold, and how much of their stake

Officers and directors, past 12 months. Each bar is the insider's vested stake at the start of the period (Oct 8, 2025). The gold part is what they sold.

SoldRest of starting stakeAdded during the period
Dane Holmes
Chief Administrative Officer
2.5% · $1.1MNo plan disclosed
Amounts, filings and trading plans for each seller

Selling by month

Officers and directors, Oct 2025 to Oct 2026. Each sale is counted once: under a disclosed plan, else to cover taxes, else no plan disclosed.

Disclosed planTo cover taxesNo plan disclosed
OctNovDecJanFebMarAprMayJunJulAugSep 2026: $1.1M no plan disclosed$1.1MSepOct

Common questions

Is the KKR & Co. Inc. CEO selling stock?

No. Scott Nuttall reported no open-market sales in the past 12 months.

Why are KKR & Co. Inc. insiders selling?

Filings rarely give a reason, and we don't guess at one. What they show is how the sales were made: 0% of sales by value ran under 10b5-1 trading plans disclosed in the filings and 100% had no disclosed plan. A trading plan schedules sales in advance.

Are any KKR & Co. Inc. insiders buying?

Yes. 5 officers or directors reported 13 purchases in the past 12 months (Form 4 code P, which includes private purchases).

How much of their stake did KKR & Co. Inc. insiders sell?

About 1.1% overall. As a group they ended with more shares than they started with. The biggest individual seller, Dane Holmes, gave up 2.5% of starting holdings. These figures leave out Henry Kravis, the largest holder (holdings couldn't be fully reconciled). That covers the 12 months to Oct 8, 2026 and counts vested shares reported on SEC Forms 3, 4 and 5, which is not an insider's whole wealth.

The evidence

Who sold1 officer or director: amount, % of holdings, trading plan
Who soldAmount% of holdingsTrading plan
Dane Holmes
Chief Administrative Officer
$1.1M
10K shares
2.5%No plan disclosed
The full ownership picture12 of 18 insiders fully reconciled · 18 officers and directors

Vested shares across all share classes, held directly and through trusts, LLCs and family members, as reported on SEC Forms 3, 4 and 5. Unvested awards and options are never counted as owned shares.

InsiderHeld Oct 8, 2025SoldHeld Oct 8, 2026Still held
Henry Kravis
!
Holdings couldn't be fully reconciled. Balance changed without a matching transaction, and the footnote does not state the amount: -5,810,000 shares on Nov 12, 2025 (a limited partnership). See the filing Sales and other transactions for Henry Kravis are complete.
Co-Executive Chairman, Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Henry Kravis
0shares vested or exercised
−350Kgifted (net of own trusts)
none reportedunvested awards, start → end
  • Additional holdings last reported more than 3 years ago are shown separately and excluded from totals.

Holdings couldn't be fully reconciled. Balance changed without a matching transaction, and the footnote does not state the amount: -5,810,000 shares on Nov 12, 2025 (a limited partnership). The balances below are as reported, not verified totals.

Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Stock73,006,02273,006,022
a limited partnershipCommon Stock7,359,3691,549,369
Partnership solely for purposes of future charitable donationsCommon Stock5,810,0005,460,000
limited partnership referred to above in footnoteCommon Stock1,549,3691,549,369
a grantor retained annuity trustCommon Stock1,000,0001,000,000
SpouseCommon Stock15,22715,227

Additional holdings last reported Nov 3, 2021, not confirmed since: 125,361,623 shares. Not included in any total or percentage on this page.

George Roberts
!
Most of this insider's holdings were last confirmed in 2022. Confirmed in the last three years: 85,062,855 shares. Not confirmed since: 107,792,258 shares, left out of this row. "Still held" is not shown because it would cover only the smaller, confirmed part.
Co-Executive Chairman, Director
85.06M085.06Msee note
Vesting, gifts, unvested awards and holding lines for George Roberts
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • An owner entity could not be identified from the footnotes.
  • Additional holdings last reported more than 3 years ago are shown separately and excluded from totals.
Held throughShare classOct 8, 2025Oct 8, 2026
Unresolved (see footnote)Common Stock81,361,97881,361,978
Partnership solely for purposes of charitable donationsCommon Stock1,200,0001,200,000
a limited partnership controlled by the Reporting PersonCommon Stock1,200,0001,200,000
a limited partnershipCommon Stock1,043,2421,043,242
Reporting Person andCommon Stock257,635257,635

Additional holdings last reported May 31, 2022, not confirmed since: 107,792,258 shares. Not included in any total or percentage on this page.

Scott Nuttall
!
Holdings couldn't be fully reconciled. A footnote describes a transfer or distribution between related entities, but the amounts could not be matched to the balance change. Largest: -1,147,000 shares on Feb 27, 2026 (Direct). See the filing Sales and other transactions for Scott Nuttall are complete.
Co-Chief Executive Officer, Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Scott Nuttall
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • Additional holdings last reported more than 3 years ago are shown separately and excluded from totals.

Holdings couldn't be fully reconciled. A footnote describes a transfer or distribution between related entities, but the amounts could not be matched to the balance change. Largest: -1,147,000 shares on Feb 27, 2026 (Direct). The balances below are as reported, not verified totals.

Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Stock15,676,34814,406,748
a limited partnershipCommon Stock1,497,7231,497,723
TrustCommon Stock129,301129,301
TrustsCommon Stock129,3014,412,171
Limited Liability CompanyCommon Stock2,7822,782

Additional holdings last reported Oct 1, 2022, not confirmed since: 12,450,307 shares. Not included in any total or percentage on this page.

Joseph Bae
!
Holdings couldn't be fully reconciled. A footnote describes a transfer or distribution between related entities, but the amounts could not be matched to the balance change. Largest: -2,000,000 shares on Feb 27, 2026 (Direct). See the filing Sales and other transactions for Joseph Bae are complete.
Co-Chief Executive Officer, Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Joseph Bae
0shares vested or exercised
−468Kgifted (net of own trusts)
none reportedunvested awards, start → end
  • Additional holdings last reported more than 3 years ago are shown separately and excluded from totals.

Holdings couldn't be fully reconciled. A footnote describes a transfer or distribution between related entities, but the amounts could not be matched to the balance change. Largest: -2,000,000 shares on Feb 27, 2026 (Direct). The balances below are as reported, not verified totals.

Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Stock4,414,0012,211,701
a limited partnershipCommon Stock10,018,55010,018,550
TrustCommon Stock1,952,9021,607,053
TrustsCommon Stock384,2574,193,348
Limited Liability CompanyCommon Stock7,1667,166

Additional holdings last reported Oct 1, 2022, not confirmed since: 19,872,020 shares. Not included in any total or percentage on this page.

Robert Lewin
!
Holdings couldn't be fully reconciled. Filings report each grant's shares as the balance instead of a running total. See the filing Sales and other transactions for Robert Lewin are complete.
Chief Financial Officer
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Robert Lewin
0shares vested or exercised
−10Kgifted (net of own trusts)
none reportedunvested awards, start → end

Holdings couldn't be fully reconciled. Filings report each grant's shares as the balance instead of a running total. The balances below are as reported, not verified totals.

Held throughShare classOct 8, 2025Oct 8, 2026
DirectCommon Stock1,196,7261,186,726
DirectRestricted Holdings Units500,000650,000
Dane Holmes
i
Includes unvested RSUs, amount not disclosed.
Chief Administrative Officer
409K−10K399K98%
Vesting, gifts, unvested awards and holding lines for Dane Holmes
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • Includes unvested RSUs, amount not disclosed.
Held throughShare classOct 8, 2025Oct 8, 2026
Direct
includes unvested RSUs, amount not disclosed
Common Stock8,5138,513
DirectRestricted Holdings Units400,000390,000
Timothy Barakett
i
Includes unvested RSUs, amount not disclosed.
Director
186K0288Kno sales
Vesting, gifts, unvested awards and holding lines for Timothy Barakett
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • Includes unvested RSUs, amount not disclosed.
Held throughShare classOct 8, 2025Oct 8, 2026
Direct
includes unvested RSUs, amount not disclosed
Common Stock1,1662,771
Limited PartnershipCommon Stock185,000285,000
Robert Scully
!
Holdings couldn't be fully reconciled. Balance changed with no matching transaction and no footnote: +13,250 shares on Dec 11, 2025 (Trust). See the filing Sales and other transactions for Robert Scully are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Robert Scully
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • Includes unvested RSUs, amount not disclosed.
  • Additional holdings last reported more than 3 years ago are shown separately and excluded from totals.

Holdings couldn't be fully reconciled. Balance changed with no matching transaction and no footnote: +13,250 shares on Dec 11, 2025 (Trust). The balances below are as reported, not verified totals.

Held throughShare classOct 8, 2025Oct 8, 2026
Direct
includes unvested RSUs, amount not disclosed
Common Stock93,85995,464
TrustCommon Stock81,00094,250

Additional holdings last reported Oct 27, 2017, not confirmed since: 139,405 shares. Not included in any total or percentage on this page.

Kathryn Sudol
!
Holdings couldn't be fully reconciled. Filings report each grant's shares as the balance instead of a running total. See the filing Sales and other transactions for Kathryn Sudol are complete.
Chief Legal Officer & GC
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Kathryn Sudol
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end

Holdings couldn't be fully reconciled. Filings report each grant's shares as the balance instead of a running total. The balances below are as reported, not verified totals.

Held throughShare classOct 8, 2025Oct 8, 2026
DirectRestricted Holdings Units100,000300,000
Matt Cohler
i
Includes unvested RSUs, amount not disclosed.
Director
98K0143Kno sales
Vesting, gifts, unvested awards and holding lines for Matt Cohler
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • Includes unvested RSUs, amount not disclosed.
Held throughShare classOct 8, 2025Oct 8, 2026
Direct
includes unvested RSUs, amount not disclosed
Common Stock1,23845,477
TrustCommon Stock96,33097,568
Patricia Russo
i
Includes unvested RSUs, amount not disclosed. Additional holdings last reported more than 3 years ago are shown separately and excluded from totals.
Director
87K088Kno sales
Vesting, gifts, unvested awards and holding lines for Patricia Russo
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • Includes unvested RSUs, amount not disclosed.
  • Additional holdings last reported more than 3 years ago are shown separately and excluded from totals.
Held throughShare classOct 8, 2025Oct 8, 2026
Direct
includes unvested RSUs, amount not disclosed
Common Stock86,85988,464

Additional holdings last reported Oct 27, 2017, not confirmed since: 59,955 shares. Not included in any total or percentage on this page.

Xavier Niel
i
Includes unvested RSUs, amount not disclosed. Additional holdings last reported more than 3 years ago are shown separately and excluded from totals.
Director
30K032Kno sales
Vesting, gifts, unvested awards and holding lines for Xavier Niel
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • Includes unvested RSUs, amount not disclosed.
  • Additional holdings last reported more than 3 years ago are shown separately and excluded from totals.
Held throughShare classOct 8, 2025Oct 8, 2026
Direct
includes unvested RSUs, amount not disclosed
Common Stock30,27331,878

Additional holdings last reported Mar 1, 2018, not confirmed since: 4,022 shares. Not included in any total or percentage on this page.

Mary Dillon
i
Includes unvested RSUs, amount not disclosed.
Director
27K051Kno sales
Vesting, gifts, unvested awards and holding lines for Mary Dillon
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • Includes unvested RSUs, amount not disclosed.
Held throughShare classOct 8, 2025Oct 8, 2026
Direct
includes unvested RSUs, amount not disclosed
Common Stock4,2671,605
TrustCommon Stock23,11849,610
Arturo Gutierrez
i
Includes unvested RSUs, amount not disclosed.
Director
13K014Kno sales
Vesting, gifts, unvested awards and holding lines for Arturo Gutierrez
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • Includes unvested RSUs, amount not disclosed.
Held throughShare classOct 8, 2025Oct 8, 2026
Direct
includes unvested RSUs, amount not disclosed
Common Stock12,78014,385
Adriane Brown
i
Includes unvested RSUs, amount not disclosed.
Director
12K013Kno sales
Vesting, gifts, unvested awards and holding lines for Adriane Brown
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • Includes unvested RSUs, amount not disclosed.
Held throughShare classOct 8, 2025Oct 8, 2026
Direct
includes unvested RSUs, amount not disclosed
Common Stock11,66513,270
Evan Spiegel
i
Includes unvested RSUs, amount not disclosed.
Director
11K012Kno sales
Vesting, gifts, unvested awards and holding lines for Evan Spiegel
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • Includes unvested RSUs, amount not disclosed.
Held throughShare classOct 8, 2025Oct 8, 2026
Direct
includes unvested RSUs, amount not disclosed
Common Stock10,88012,485
Kimberly Ross
i
Includes unvested RSUs, amount not disclosed.
Director
4.3K05.9Kno sales
Vesting, gifts, unvested awards and holding lines for Kimberly Ross
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • Includes unvested RSUs, amount not disclosed.
Held throughShare classOct 8, 2025Oct 8, 2026
Direct
includes unvested RSUs, amount not disclosed
Common Stock4,2675,872
Craig Arnold
i
Includes unvested RSUs, amount not disclosed.
Director
24201.8Kno sales
Vesting, gifts, unvested awards and holding lines for Craig Arnold
0shares vested or exercised
0gifted (net of own trusts)
none reportedunvested awards, start → end
  • Includes unvested RSUs, amount not disclosed.
Held throughShare classOct 8, 2025Oct 8, 2026
Direct
includes unvested RSUs, amount not disclosed
Common Stock2421,847

12 of 18 insiders fully reconciled: starting holdings plus reported transactions match ending holdings (12 exactly, 0 with a minor or footnoted difference). For 6 we show sales but not holdings; the ! icon on their rows explains why. Percentages cover 11 of 18 officers and directors. Left out: Henry Kravis, Scott Nuttall, Joseph Bae, Robert Lewin, Robert Scully and Kathryn Sudol (holdings couldn't be fully reconciled); George Roberts (most holdings were last confirmed in 2022). "Still held" compares ending with starting vested shares; a plus sign means the holding grew.

What explains the selling$1.1M of sales by plan status, purpose, seller and month

Officer and director open-market sales: $1.1M across 10,000 shares. Plan status and stated purpose are separate questions, and a sale can have both.

By plan status

No plan disclosed · $1.1M

Sales with no 10b5-1 plan and no tax reference in the filing. $1.1M of it is Dane Holmes. No plan disclosed is a statement about the filing, not about why the sale happened. Largest such sale: Dane Holmes, Sep 3, 2026

Purchases · 5 buyers (13 trades)

5 officers and directors bought shares in this period, in 13 trades(Form 4 code P). Across all their filings on record there are 28 purchase trades.

Charitable gifts · 828K shares

Gifts the filings describe as charitable. Gifts are not sales and are not included in the sale totals.

SellerShares soldProceedsUnder a disclosed planShare of totalSales dates
Dane Holmes
Chief Administrative Officer
10K$1.1M0%100%Sep 3, 2026 to Sep 3, 2026

Sales by month

MonthSale proceedsDisclosed planTo cover taxesNo plan disclosed
Oct 2025$0$0$0$0
Nov 2025$0$0$0$0
Dec 2025$0$0$0$0
Jan 2026$0$0$0$0
Feb 2026$0$0$0$0
Mar 2026$0$0$0$0
Apr 2026$0$0$0$0
May 2026$0$0$0$0
Jun 2026$0$0$0$0
Jul 2026$0$0$0$0
Aug 2026$0$0$0$0
Sep 2026$1.1M$0$0$1.1M
Oct 2026$0$0$0$0
Is this normal? Selling year by year5 earlier years to compare with

Less than usual: less than one-twentieth of the 5-year average. 1 insider sold; the average is 1 a year.

12 months endingShares soldInsiders who soldProceeds
Oct 8, 2026
Latest 12 months
10K1$1.1M
Oct 8, 2025
1 year earlier
3.28M2$413M
Oct 8, 2024
2 years earlier
00$0
Oct 9, 2023
3 years earlier
40K1$2.2M
Oct 9, 2022
4 years earlier
4.73M2$387M
Oct 9, 2021
5 years earlier
388K2$15.5M

Open-market sales (Form 4 code S) by people who were officers or directors, in split-adjusted shares. Earlier years include people who have since left. A sale that an outside holder also reports (a family trust, a fund) is counted with outside holders in every year. Shares, not dollars, are compared, so a change in the stock price doesn't look like a change in selling. Years the filings don't fully cover are shown but left out of the average.

Known gaps and uncertainty6 insiders whose holdings couldn't be fully reconciled

Henry Kravis: holdings couldn't be fully reconciled (difference of -5,810,000 shares). Balance changed without a matching transaction, and the footnote does not state the amount: -5,810,000 shares on Nov 12, 2025 (a limited partnership). Filing, Nov 12, 2025

Footnote: "These shares are held by a limited partnership, whose general partner is a limited liability company, over which the Reporting Person has investment discretion."

Scott Nuttall: holdings couldn't be fully reconciled (difference of 2,838,270 shares). A footnote describes a transfer or distribution between related entities, but the amounts could not be matched to the balance change. Largest: -1,147,000 shares on Feb 27, 2026 (Direct). Filing, Feb 27, 2026

Footnote: "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. | 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."

Joseph Bae: holdings couldn't be fully reconciled (difference of 1,554,194 shares). A footnote describes a transfer or distribution between related entities, but the amounts could not be matched to the balance change. Largest: -2,000,000 shares on Feb 27, 2026 (Direct). Filing, Feb 27, 2026

Footnote: "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."

Robert Lewin: holdings couldn't be fully reconciled (difference of -500,000 shares). Filings report each grant's shares as the balance instead of a running total. Filing, Apr 29, 2026

Footnote: "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 exch"

Robert Scully: holdings couldn't be fully reconciled (difference of 13,250 shares). Balance changed with no matching transaction and no footnote: +13,250 shares on Dec 11, 2025 (Trust). Filing, Dec 11, 2025

Kathryn Sudol: holdings couldn't be fully reconciled (difference of -100,000 shares). Filings report each grant's shares as the balance instead of a running total. Filing, Apr 29, 2026

Footnote: "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 exc"

Inferred rename: "a KKR-related holding vehicle" is treated as the same holder as "a KKR-related holding vehicle through which the Reporting Person may be deemed to", because the old name was never reported again and the new one opened with the same balance (208,634 shares). Old name, new name

Inferred rename: "trust described in footnote 3 above" is treated as the same holder as "a trust", because the old name was never reported again and the new one opened with the same balance (12,845 shares). Old name, new name

Inferred rename: "Charitable Partnership" is treated as the same holder as "a limited partnership established by the Reporting Person for the purposes of making charitable donations", because the old name was never reported again and the new one opened with the same balance (1,000,000 shares). Old name, new name

Inferred rename: "a limited partnership established by the Reporting Person for the purposes of making charitable donations" is treated as the same holder as "Reporting Person to a limited partnership", because the old name was never reported again and the new one opened with the same balance (1,000,000 shares). Old name, new name

Inferred rename: "Partnership" is treated as the same holder as "Reporting Person to a limited partnership", because the old name was never reported again and the new one opened with the same balance (1,000,000 shares). Old name, new name

Inferred rename: "Reporting Person to a limited partnership" is treated as the same holder as "Reporting Person, to a charitable foundation", because the old name was never reported again and the new one opened with the same balance (2,000,000 shares). Old name, new name

Inferred rename: "Reporting Person, to a charitable foundation" is treated as the same holder as "a limited partnership controlled by the Reporting Person", because the old name was never reported again and the new one opened with the same balance (1,000,000 shares). Old name, new name

Inferred rename: "KKR MIF Fund Holdings, L.P. and KKR Reference Fund Investments L.P" is treated as the same holder as "KKR MIF Fund Holdings L.P. and KKR Reference Fund Investments L.P. KKR IFI GP L.P", because the old name was never reported again and the new one opened with the same balance (4,667,166 shares). Old name, new name

Inferred rename: "trust referred to above in footnote" is treated as the same holder as "a grantor retained annuity trust", because the old name was never reported again and the new one opened with the same balance (1,000,000 shares). Old name, new name

Inferred rename: "Partnership solely for purposes of charitable donations" is treated as the same holder as "Partnership solely for purposes of future charitable donations", because the old name was never reported again and the new one opened with the same balance (5,810,000 shares). Old name, new name

Inferred rename: "a KKR-related holding vehicle" is treated as the same holder as "Reporting Person", because the old name was never reported again and the new one opened with the same balance (275,583 shares). Old name, new name

Inferred rename: "KKR MIF Fund Holdings, L.P. and KKR Reference Fund Investments L.P" is treated as the same holder as "KKR MIF Fund Holdings L.P. and KKR Reference Fund Investments L.P. KKR IFI GP L.P", because the old name was never reported again and the new one opened with the same balance (4,667,166 shares). Old name, new name

Inferred rename: "This Form 4 reflects a gift and certain transfers of KKR Holdings L.P. units for estate planning purposes involving a limited partnership" is treated as the same holder as "a limited partnership established for estate planning purposes", because the old name was never reported again and the new one opened with the same balance (1,000,000 shares). Old name, new name

Inferred rename: "Charitable Company" is treated as the same holder as "a limited liability company established for the purposes of making charitable donations", because the old name was never reported again and the new one opened with the same balance (22,500 shares). Old name, new name

Inferred rename: "a limited partnership established for estate planning purposes" is treated as the same holder as "a limited partnership", because the old name was never reported again and the new one opened with the same balance (250,000 shares). Old name, new name

Inferred rename: "This Form 4 reflects a gift and certain transfers of KKR Holdings L.P. units for estate planning purposes involving a limited partnership" is treated as the same holder as "a limited partnership", because the old name was never reported again and the new one opened with the same balance (350,000 shares). Old name, new name

Inferred rename: "This Form 4 reflects a gift and certain transfers of KKR Holdings L.P. units for estate planning purposes involving a limited partnership" is treated as the same holder as "a limited partnership", because the old name was never reported again and the new one opened with the same balance (500,000 shares). Old name, new name

Inferred rename: "a trust" is treated as the same holder as "a trust, the beneficiaries", because the old name was never reported again and the new one opened with the same balance (546,821 shares). Old name, new name

Inferred rename: "a trust, the beneficiaries" is treated as the same holder as "Trust, the beneficiaries", because the old name was never reported again and the new one opened with the same balance (546,821 shares). Old name, new name

Inferred rename: "Charitable Partnership solely for purposes of charitable donations" is treated as the same holder as "a limited partnership controlled by the Reporting Person solely for purposes of future charitable donations", because the old name was never reported again and the new one opened with the same balance (500,000 shares). Old name, new name

Inferred rename: the share class "Class A Common Stock" is treated as the same class as "Common Stock" on 28 holding lines, because the old title was never reported again on those lines and each balance carried over exactly. Example (Henry Kravis, 9,000,000 shares): old title, new title

External context: we only cite outside events when a documented connection exists. None is shown for this period.

Sources and methodology529 filings from SEC EDGAR, and how we read them

All 529 Forms 3, 4 and 5 filed for KKR & Co. Inc. (SEC CIK 1404912) from Jul 14, 2010 to Sep 10, 2026, retrieved from SEC EDGAR on Oct 8, 2026. Prices are the ones reported in each filing, often weighted averages. 345 filings were left out because KKR & Co. Inc. filed them as an owner of another company's stock.

Holdings. Each holding line (a share class plus an owner, such as a trust or LLC) carries its last reported balance forward. Entities first reported during the period start at zero, so transfers between an insider's own trusts don't count as selling. Lines not reported for three years or more are listed separately and left out of totals.

Sales. A sale counts as under a 10b5-1 plan if its footnote cites one or the filing's Rule 10b5-1 box is checked, and as tax-related if its footnote cites tax obligations or sell-to-cover. Shares withheld by the company for taxes are listed separately. Sales with neither attribute are labeled "no plan disclosed".

Full methodology

Former or inactive filers (12)No filing in 18 months; last reported balances, not in any total