KKR CFO donates 10,000 shares to charity
KKR’s chief financial officer donated 10,000 KKR shares to a charitable organization, leaving him with over 1.18 million shares directly held.
Rhea-AI Filing Summary
KKR & Co. Inc. (KKR) reported that its Chief Financial Officer, Robert H. Lewin, made a bona fide gift of 10,000 shares of Common Stock on September 2, 2026, to a charitable organization. After this donation, he directly holds 1,186,726 shares of KKR Common Stock, and no sale by the charity is reported.
Positive
- None.
Negative
- None.
Insider Trade Summary
10,000 shares gifted
Gift
1 txn
Insider
Lewin Robert H
Role
Chief Financial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock F1 | 10,000 | $0.00 | $0.00 |
Holdings After Transaction:
Common Stock — 1,186,726 shares (Direct)
Footnotes (1)
- F1. This Form 4 reports the donation of shares of common stock of KKR & Co. Inc. by the Reporting Person to a charitable organization. As of the date of this filing, there has been no sale of the common stock by the charitable organization.
Key Figures
Shares gifted: 10,000 shares
Price per share on gift: $0.00 per share
Shares held after transaction: 1,186,726 shares
+1 more
4 metrics
Shares gifted
10,000 shares
Bona fide gift of KKR Common Stock on September 2, 2026
Price per share on gift
$0.00 per share
Reported value for the 10,000-share bona fide gift
Shares held after transaction
1,186,726 shares
Direct KKR Common Stock holdings of CFO after the gift
Gift transactions in this filing
1 transaction; 10,000 shares
Aggregate gift activity reported for September 2, 2026
Key Terms
bona fide gift, charitable organization
2 terms
bona fide gift financial
"The transaction is described as a bona fide gift of 10,000 shares"
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
charitable organization financial
"Shares of common stock were donated to a charitable organization"
FAQ
What insider transaction did KKR (KKR) disclose for Robert H. Lewin?
KKR disclosed that Chief Financial Officer Robert H. Lewin made a bona fide gift of 10,000 shares of KKR Common Stock on September 2, 2026 to a charitable organization, with no sale by the charity reported as of the filing date.
Was the KKR (KKR) CFO’s gift made under a Rule 10b5-1 trading plan?
No. The filing’s Rule 10b5-1 checkbox is not marked as an affirmative plan, and the footnote describing the 10,000-share donation does not mention any Rule 10b5-1 trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.