KKR Form 4: CFO Robert Lewin Donates 2,500 Shares to Charitable Trust

Rhea-AI Filing Summary

Robert H. Lewin, Chief Financial Officer of KKR & Co. Inc. (KKR), reported a non‑derivative disposition of 2,500 shares of KKR common stock on 08/13/2025. The transaction is coded G(1), indicating a transfer as a gift, and the filer explains the transfer was made to a trust for a charitable purpose. After the reported disposition, Mr. Lewin beneficially owned 1,196,726 shares, held directly. The Form 4 indicates the sale price was $0 consistent with a charitable transfer rather than a market sale.

Insights

Corporate Governance Expert

TL;DR: A routine, small charitable gift by an executive; no governance red flags or material insider selling indicated.

The filing shows a 2,500‑share gift by the CFO to a charitable trust, coded G(1). Relative to his reported holding of 1,196,726 shares, the transfer is immaterial in size and does not suggest a change in control or planned liquidation of holdings. The disclosure meets Section 16 transparency requirements and contains the nature of the transfer.

Tax/Charitable Planning Specialist

TL;DR: Transfer appears structured as a charitable gift to a trust; consistent with personal philanthropy and potential tax planning.

The explanatory note states the transfer was to a trust for a charitable purpose and the transaction is reported with price $0, aligning with a donation rather than a sale. For investors, this is an ordinary personal planning move by an executive and does not reflect company operational developments.

Insider Trade Summary

Net Seller: 2,500 shares

Net Sell 1 txn

Insider Lewin Robert H

Role Chief Financial Officer

Type	Security	Shares	Price	Value
Gift	Common Stock	2,500	$0.00	$0.00

Holdings After Transaction: Common Stock — 1,196,726 shares (Direct)

Footnotes (1)

1. F1. The transfer was made to a trust for a charitable purpose.

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Form 4 Insider Transactions: What Each Field Means →

Accepted by SEC EDGAR 08/15/2025 - 08:00 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Lewin Robert H

(Last) (First) (Middle)

C/O KKR & CO. INC.

30 HUDSON YARDS

(Street)

NEW YORK NY 10001

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
KKR & Co. Inc. [ KKR ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Financial Officer

3. Date of Earliest Transaction (Month/Day/Year)
08/13/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	08/13/2025		G(1)		2,500	D	$0	1,196,726	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. The transfer was made to a trust for a charitable purpose.

	/s/ Christopher Lee, Attorney-in-fact	08/15/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.