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.
Joseph Y. Bae, Co-Chief Executive Officer and Director of KKR & Co. Inc., reported transfers and a disposition of KKR common stock. The filing shows a reported disposition of 4,211,701 shares and multiple indirect holdings reported following the transactions, including 2,154,829, 1,554,567, 10,018,550, and 384,257 shares held indirectly through trusts or partnerships; a direct holding of 7,166 shares is also shown. The filing explains an acquisition by a trust for the benefit of certain family members of limited liability company membership interests corresponding to transferred KKR shares, with the trust paying $227,250.04. The filing further notes that certain securities are held by a limited partnership whose general partner is an LLC over which the reporting person has investment discretion, and the reporting person disclaims beneficial ownership of indirectly held securities except to the extent of any pecuniary interest.
KKR & Co. Inc. reported consolidated total assets of $380,867,573 (amounts in thousands), up from $360,099,411 at December 31, 2024. The filing separates the Asset Management and Strategic Holdings tier from the Insurance tier (Global Atlantic), with Insurance investments of $177,923,392 and Insurance policy liabilities of $191,676,236 as of June 30, 2025.
For the three months ended June 30, 2025, consolidated total revenues were $5,088,843 and net income was $1,354,464; for the six months, total revenues were $8,199,026 and net income was $2,038,962 (amounts in thousands). Net income attributable to KKR & Co. Inc. common stockholders was $472,387 for the quarter and $286,463 for the six months. The company issued 51,750,000 shares of Series D Mandatory Convertible Preferred Stock with a carrying amount of $2,543,404. Consolidated cash, cash equivalents and restricted cash totaled $18,056,173 at period end.
KKR & Co. Inc. (KKR) – Form 4 Insider Transaction
Co-Executive Chairman & Director George R. Roberts disclosed an open-market sale of 809,906 Class A shares on 07-Aug-2025 at $144.25 per share, equating to roughly $117 million. The shares were owned through a revocable trust (Footnote 1). After the sale, that trust still holds 81,361,978 shares.
Roberts’ aggregate indirect ownership now totals about 84 million shares, including 1.20 million shares held for charitable purposes, 1.04 million in a limited partnership he controls, and 0.26 million in a corporation he owns (Footnotes 2-4).
The filing reiterates Roberts’ prior statement (2-Jun-2025 Form 4) that he has no present plan to sell additional shares during the remainder of 2025. Standard Rule 16a-1(a)(4) disclaimers apply.
- Transaction code: S (sale)
- Ownership reported as indirect
- Forms signed by attorney-in-fact on 07-Aug-2025
On 7 Aug 2025, KKR & Co. Inc. closed a $900 million offering of 5.100% Senior Notes due 2035. The unsecured notes are fully and unconditionally guaranteed by KKR Group Partnership L.P. Interest accrues from 7 Aug 2025 and is paid semi-annually on 7 Feb and 7 Aug, beginning 7 Feb 2026. Prior to 7 May 2035 the notes are callable at a make-whole price; on or after that date they are callable at par. A change-of-control triggers a mandatory repurchase at 101% of principal.
The Indenture limits secured debt on subsidiary voting stock and restricts mergers or asset sales, with customary events of default enabling acceleration by holders of ≥25% of principal. Proceeds were issued under an effective S-3 shelf through an underwriting syndicate led by Morgan Stanley, Goldman Sachs, HSBC, KKR Capital Markets and UBS.
The transaction extends KKR’s maturity ladder at a fixed 5.1% cost, enhancing liquidity but modestly increasing leverage and fixed interest expense.
On 31 July 2025, KKR & Co. Inc. filed a Form 8-K to furnish its Item 2.02 earnings release. The filing confirms that an earnings press release covering the quarter and six months ended 30 June 2025 was issued and is attached as Exhibit 99.1. No revenue, EPS, AUM or guidance figures are included in the body of this 8-K; investors must refer to the furnished exhibit for quantitative details. The report also lists Exhibit 104, the Inline XBRL cover-page data file, and reiterates the company’s NYSE-listed securities (KKR, KKR PR D, KKRS, KKRT). Per Item 2.02 rules, the information is deemed “furnished, not filed,” limiting its use in certain liability contexts.
KKR & Co announced key board appointments and committee restructuring in a Form 8-K filing dated June 23, 2025. 14 directors were re-elected to the Board, including co-founders Henry R. Kravis and George R. Roberts, along with CEOs Joseph Y. Bae and Scott C. Nuttall.
The Board committees were reorganized as follows:
- Audit Committee: Robert Scully (Chair), Matthew Cohler, Kimberly Ross, Patricia Russo
- Conflicts Committee: Robert Scully (Chair), Arturo Gutiérrez Hernández, Mary Dillon, Patricia Russo
- Nominating and Corporate Governance: Kravis (Co-Chair), Roberts (Co-Chair), Scully
- Risk Committee: Matthew Cohler (Chair), Adriane Brown, Mary Dillon
- Executive Committee: Kravis and Roberts
Non-employee directors will continue receiving compensation as outlined in the 2024 Annual Report. All directors maintain existing indemnification agreements.