STOCK TITAN

KKR (KKR) Co-CEO linked trusts purchase 125K common shares

Filing Impact
(Very High)
Filing Sentiment
(Very Positive)
Form Type
4

Rhea-AI Filing Summary

KKR & Co. Inc. Co-Chief Executive Officer Joseph Y. Bae reported that trusts and related entities associated with him bought 125,000 shares of KKR common stock in open-market purchases on February 17, 2026.

The weighted average purchase prices ranged from $99.81 to $103.41 across several transaction blocks, and one trust-related position increased to 509,257 shares indirectly owned. Separately, Bae’s directly held KKR common stock position was 4,211,701 shares as of the same date.

Positive

  • None.

Negative

  • None.

Insights

KKR’s Co-CEO reports sizable indirect open-market share purchases.

Trusts and related entities associated with Joseph Y. Bae, KKR’s Co-Chief Executive Officer, acquired 125,000 shares of KKR common stock in open-market transactions on February 17, 2026. The filing classifies these as indirect holdings, primarily "By Trusts" and a limited partnership structure.

Purchase prices were reported as weighted averages, with ranges from $99.81 to $103.41 per share across separate blocks. After these trades, one trust-related position held 509,257 shares, while Bae’s direct ownership stood at 4,211,701 shares of common stock. The filing does not provide broader context on total shares outstanding, so the overall company-level impact cannot be gauged from this excerpt alone.

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*
BAE JOSEPH Y

(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)
X Director 10% Owner
X Officer (give title below) Other (specify below)
Co-Chief Executive Officer
3. Date of Earliest Transaction (Month/Day/Year)
02/17/2026
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 02/17/2026 P 22,801 A $100.39(1) 407,058 I By Trusts
Common Stock 02/17/2026 P 8,650 A $101.3(2) 415,708 I By Trusts
Common Stock 02/17/2026 P 63,467 A $102.49(3) 479,175 I By Trusts
Common Stock 02/17/2026 P 30,082 A $103.17(4) 509,257 I By Trusts
Common Stock 4,211,701(5) D
Common Stock 1,756,494(5) I By Trusts
Common Stock 1,952,902 I By Trust
Common Stock 7,166 I By Limited Liability Company
Common Stock 10,018,550 I See Footnote(6)
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. Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $99.81 to $100.78, 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.
2. Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $100.84 to $101.79, 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.
3. Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $101.84 to $102.83, 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.
4. Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $102.84 to $103.41, 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.
5. 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.
6. These securities are held by a limited partnership, whose general partner is a limited liability company over which the Reporting Person has investment discretion.
Remarks:
Pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, as amended, 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. This form reflects 125,000 shares acquired yesterday and previous GRAT transfers of 202,300 shares.
/s/ Christopher Lee, Attorney-in-fact 02/18/2026
** 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.

FAQ

What insider transactions did KKR Co-CEO Joseph Y. Bae report?

Joseph Y. Bae reported that trusts and related entities associated with him bought KKR common stock. On February 17, 2026, they completed several open-market purchases totaling 125,000 shares, all classified as indirect ownership in the Form 4 filing.

How many KKR (KKR) shares did trusts linked to Joseph Y. Bae buy?

Trusts and related entities associated with Joseph Y. Bae bought 125,000 KKR common shares. These were reported as indirect acquisitions through multiple open-market transactions on February 17, 2026, rather than direct personal purchases by Bae himself.

At what prices were the recent KKR insider purchases by Bae-linked trusts made?

The insider purchases were made at weighted average prices between about $99.81 and $103.41 per share. The Form 4 notes these shares were bought in multiple transactions within narrower ranges and offers to provide detailed trade breakdowns upon request.

Are Joseph Y. Bae’s recent KKR share purchases direct or indirect?

The reported KKR share purchases are indirect, held "By Trusts" and related entities. The Form 4 classifies the 125,000 acquired shares as indirect ownership, with separate lines also describing holdings through a limited partnership and other related structures.

How many KKR shares does Joseph Y. Bae hold after these transactions?

After the reported transactions, one trust-related position associated with Joseph Y. Bae held 509,257 KKR shares, and his direct ownership position was 4,211,701 shares. Additional indirect holdings are reported through various trusts and entities in the Form 4 holdings table.

What is the significance of the weighted average prices in Bae’s KKR Form 4?

The weighted average prices indicate each reported price reflects many small trades within a specified range. For example, purchases occurred between $99.81 and $103.41 per share. The filing states full price-by-trade details are available to regulators, the issuer, or shareholders upon request.
Kkr & Co Inc

NYSE:KKR

KKR Rankings

KKR Latest News

KKR Latest SEC Filings

KKR Stock Data

91.42B
680.62M
Asset Management
Investment Advice
Link
United States
NEW YORK