Form 4: KKR Co-Executive Chairman Henry Kravis Reports Stock Transfer to Family Trust

Henry Kravis, Co-Executive Chairman of KKR & Co. Inc., reported a transfer of common stock to a family trust and other transactions affecting his beneficial ownership.

Summary

• On March 13, 2025, Henry Kravis, Co-Executive Chairman of KKR & Co. Inc., filed a Form 4 detailing changes in his beneficial ownership of KKR common stock.
• A significant portion of the reported transactions involves a transfer of 208,676 shares from a grantor retained annuity trust to a trust for the benefit of Kravis' family.
• Kravis also reported transfers made between a grantor retained annuity trust and himself.
• The filing indicates Kravis directly owns 75,156,491 shares of KKR common stock.
• Additionally, Kravis indirectly owns shares through a limited partnership (5,810,000 shares for future charitable donations), a limited partnership where he has investment discretion (1,549,369 shares), a limited liability company where he is the managing member (130,925 shares), and shares held by his spouse (15,227 shares).

Sentiment

Score: 5

Explanation: The document is a routine regulatory filing, so the sentiment is neutral.

Management Comments

• The Reporting Person states that this filing shall not be an admission that the Reporting Person is the beneficial owner of any of the securities reported herein as indirectly owned, and the Reporting Person disclaims beneficial ownership of such securities except to the extent of the Reporting Person's pecuniary interest therein.

Industry Context

Form 4 filings are standard practice for reporting changes in beneficial ownership by company insiders, providing transparency to investors.

Related Party Transactions

• The transfer of stock to a family trust is a related party transaction.

Stakeholder Impact

• The stock transfer may have a minor impact on shareholders due to the change in ownership structure, but it is unlikely to be significant.

Key Dates