Welcome to our dedicated page for KKR & Co. SEC filings (Ticker: KKR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
KKR & Co. Inc. filings document the regulatory record of a global investment firm with alternative asset management, capital markets and insurance operations. Its 8-K filings report operating and financial results, material definitive agreements, debt obligations, capital-structure matters and leadership-related events.
KKR’s proxy and material-event filings also address governance matters, charter provisions, stockholder voting mechanics and security-holder votes. Capital disclosures include common stock, mandatory convertible preferred stock, senior notes, subordinated notes and credit arrangements involving Global Atlantic entities and insurance subsidiaries.
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.
KKR & Co. Inc. director Mary N. Dillon reported an open‑market purchase of KKR common stock through a trust. On 2026-03-02, the trust bought 22,225 shares at a weighted average price of $90.96 per share, across multiple trades between $90.88 and $90.96.
Following this transaction, the trust held 49,610 shares indirectly, while Dillon also held 1,605 shares directly. The filing notes that detailed trade‑by‑trade pricing information is available upon request.
KKR Real Estate Select Trust Inc. reported an insider transaction classified as an “other acquisition or disposition” involving its Class I common stock. On February 27, 2026, 59,372.674 shares were issued at $23.18 per share as payment for management and/or incentive fees under an investment advisory agreement.
The shares were directed to and are held by KKR Alternative Assets LLC, an affiliate of the advisor. Following the transaction, indirect holdings reported for the group associated with this entity total 11,281,834.781 shares. The reporting persons collectively disclaim beneficial ownership except to the extent of any pecuniary interest.
KKR & Co. Inc. is calling a virtual special meeting of stockholders on April 21, 2026 to vote on a package of charter amendments tied to its 2026 transition to one share, one vote. The centerpiece proposal would remove a legacy 90% supermajority requirement and move all charter changes to simple majority approval. Other proposals would require stockholder actions to occur only at meetings rather than by written consent, give the board exclusive power to fill director vacancies, and let the board set its own size while streamlining legacy provisions. An additional proposal would allow adjournment of the meeting for up to 30 days if support is initially insufficient. As of the February 24, 2026 record date, 891,550,894 common shares and one Series I preferred share were entitled to vote.
KKR & Co. Inc. filed its annual report describing a large, diversified alternative asset manager with integrated insurance and capital markets businesses. As of December 31, 2025, KKR managed $744 billion in assets under management, including $219 billion from its Global Atlantic insurance platform.
The firm’s three main asset management lines are Private Equity with $229 billion of AUM, Real Assets with $192 billion, and Credit and Liquid Strategies with $322 billion. Management fees reached $4.1 billion in 2025, while capital markets transaction fees were $930 million, reflecting growth in fee-based revenues.
KKR also highlights its fully owned Global Atlantic insurance business, a newer Strategic Holdings segment that owns interests in 19 operating companies, and a capital allocation focus on strategic M&A, insurance, Strategic Holdings, and share repurchases. The company employed 5,043 people worldwide at year-end 2025.
KKR & Co. Inc. director Matt Cohler reported an open-market purchase of 43,872 shares of KKR common stock on February 17, 2026 at a weighted average price of $102.90 per share. After this trade, he directly owns 45,477 shares and indirectly holds 97,568 shares through a trust. The filing notes that the purchase price reflects multiple trades between $102.76 and $103.01 per share.
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.
KKR & Co. Inc. Co‑Chief Executive Officer Scott C. Nuttall bought 125,000 shares of KKR common stock in open‑market transactions. The purchases on February 17, 2026 were made at prices ranging from about $101.41 to $103.40 per share. His direct holdings rose to 15,503,748 shares, with additional indirect holdings reported through trusts and other entities, including 2,000,000 shares held by trusts.
KKR & Co. Inc. director Timothy R. Barakett, through a limited partnership, made an open-market purchase of 50,000 shares of KKR common stock on February 9, 2026 at a weighted average price of $104.93 per share.
After this transaction, Barakett indirectly beneficially owned 235,000 KKR shares through the limited partnership and directly held 2,771 additional KKR common shares.
KKR & Co. Inc. is holding a virtual special meeting of stockholders on April 21, 2026 to vote on governance-related charter amendments ahead of its transition to one vote per share by December 31, 2026. Stockholders will consider five proposals.
The Board seeks to eliminate a legacy 90% supermajority requirement for certain charter changes in favor of majority voting, require that stockholder actions be taken only at meetings rather than by written consent, and give the Board sole authority to fill director vacancies. Additional amendments would let the Board set its own size and remove or update various legacy and technical charter provisions. The Board unanimously recommends voting FOR all five proposals.