KKR (NYSE: KKR) CEO-linked trusts purchase 50,000 company shares

Rhea-AI Filing Summary

KKR & Co. Inc. director and Co‑Chief Executive Officer Joseph Y. Bae reported an indirect open‑market purchase of 50,000 shares of KKR common stock on February 27, 2026. The shares were bought by trusts associated with him at a weighted average price of $88.56 per share.

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

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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)
02/27/2026

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	02/27/2026		P		50,000	A	$88.56(1)	559,257	I	By Trusts
Common Stock								2,211,701(2)	D
Common Stock								3,756,494(2)	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(3)

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 $88.45 to $88.58, 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 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.

3. 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 50,000 shares acquired on February 27, 2026 and previous GRAT transfers of 2,000,000 shares.

	/s/ Christopher Lee, Attorney-in-fact	03/03/2026
	** 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 transaction did KKR (KKR) report for Joseph Y. Bae?

KKR reported that Co‑Chief Executive Officer and director Joseph Y. Bae had trusts associated with him purchase 50,000 shares of KKR common stock in an open‑market transaction on February 27, 2026, at a weighted average price of $88.56 per share.

How many KKR shares were purchased and at what price on February 27, 2026?

Trusts linked to Joseph Y. Bae bought 50,000 KKR common shares on February 27, 2026. The weighted average purchase price was $88.56 per share, with individual trades executed between $88.45 and $88.58, according to the filing’s pricing footnote.

Is Joseph Y. Bae’s KKR share purchase direct or indirect ownership?

The 50,000 KKR shares were acquired through indirect ownership. They were purchased by trusts associated with Joseph Y. Bae, as indicated by the “By Trusts” nature of ownership, rather than being held directly in his own name after the transaction.

What does the KKR Form 4 say about Joseph Y. Bae’s holdings after the transaction?

After the open‑market purchase, one reported indirect position shows 559,257 KKR shares held by trusts linked to Joseph Y. Bae. The Form 4 also lists additional direct and indirect holdings in separate lines, reflecting various entities and structures associated with him.

What do the Form 4 footnotes reveal about KKR insider Joseph Y. Bae’s trades?

The footnotes explain the weighted average price range of $88.45 to $88.58 for the 50,000‑share purchase. They also describe exempt transfers involving grantor retained annuity trusts and note a limited partnership whose general partner LLC is under Joseph Y. Bae’s investment discretion.

Were any of Joseph Y. Bae’s KKR share transfers exempt from reporting?

Yes. A footnote states that certain transfers between grantor retained annuity trusts and Joseph Y. Bae were exempt from reporting under Rule 16a‑13 of the Securities Exchange Act of 1934, meaning those specific movements did not require standard transactional disclosure.