Welcome to our dedicated page for Kennedy-Wilson Holdings SEC filings (Ticker: KW), 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.
The SEC filings page for Kennedy-Wilson Holdings, Inc. (NYSE: KW) provides access to the company’s official regulatory documents, offering detailed insight into its real estate investment and investment management activities. As a large accelerated filer and NYSE-listed issuer, Kennedy Wilson submits annual reports on Form 10-K, quarterly reports on Form 10-Q, and current reports on Form 8-K, along with other required filings.
Through these filings, investors can review rental income, investment management fees, loan income, and gains or losses on real estate sales, as well as non-GAAP measures such as Adjusted EBITDA and Adjusted Net Income (Loss). The filings describe Kennedy Wilson’s core focus on rental housing, including multifamily and student housing, and outline its co-investment structures, debt investment platform, and activities in high growth markets across the United States, the UK and Ireland.
Current reports on Form 8-K document material events such as quarterly earnings announcements, redemptions of euro-denominated notes issued by its European subsidiary, and significant transactions. In 2025, for example, the company filed 8-Ks describing an Interest Purchase Agreement to acquire Toll Brothers’ apartment development platform and a subsequent first closing of that transaction, as well as a proposal from a consortium including its Chairman and Chief Executive Officer and Fairfax Financial Holdings Limited to acquire all outstanding common stock not owned by the consortium.
Other 8-K filings cover actions like the election and completion of the redemption of 3.25% euro-denominated notes due 2025 and the posting of interim financial statements for Kennedy Wilson Europe Real Estate Limited to comply with bond covenants. These documents provide transparency into how the company manages its capital structure, debt profile, and European operations.
On this page, AI-powered tools can help summarize lengthy 10-K and 10-Q reports, highlight key trends in rental housing performance and investment management fees, and surface notable items from Form 4 insider transaction reports when available. Real-time updates from EDGAR ensure that new filings—whether earnings releases, transaction-related 8-Ks, or bond-related disclosures—are quickly reflected, allowing users to review the underlying documents and AI-generated insights in one place.
Eldridge Industries, Todd Boehly and affiliates updated their ownership disclosure for Kennedy-Wilson Holdings. The group reports beneficial ownership of about 8.1–8.2% of the common stock, largely through 12,161,700 shares issuable upon conversion of 300,000 shares of Series A Preferred Stock.
Security Benefit Life holds 40,000 preferred shares and Dust Bowl Capital holds 260,000, all indirectly controlled by Eldridge. The parties signed a waiver and acknowledgment agreement allowing Kennedy-Wilson to deliver a redemption notice for the preferred stock at any time before a proposed merger closes. Boehly also received additional director equity awards, including restricted stock units for 17,500 shares in 2024 and 19,100 shares in 2025. The filing states no acquisitions or disposals of common shares in the last 60 days.
Kennedy-Wilson Holdings, Inc. executive vice president and general counsel Lee In Ku reported a tax-related share disposition connected to restricted stock vesting. On the vesting date, 10,232 shares of common stock at $9.89 per share were withheld by the company to satisfy tax withholding requirements, and the footnote clarifies that no shares were sold by the reporting person. Following this tax-withholding transaction, Lee In Ku directly owns 288,695 shares of Kennedy-Wilson common stock.
Kennedy-Wilson Holdings, Inc. chairman and CEO William J. McMorrow reported a tax-related share disposition. On February 16, 2026, 55,501 shares of common stock were withheld by the company at $9.89 per share to satisfy tax withholding on vesting of time-based restricted stock awards, and the footnote states that no shares were sold by the reporting person. Following this, he directly owned 3,698,147 shares of common stock. The filing also lists indirect holdings of 8,074,517 shares held by the William J. McMorrow Revocable Trust, 8,443 shares held by the John & Sons Retirement Trust, and 90,851 shares held by his wife.
Kennedy-Wilson Holdings, Inc. reported a Form 4 for Michael John Pegler, President KW Europe, showing a tax-related share withholding rather than an open-market sale. On this transaction, 9,022 shares of common stock at $9.89 per share were withheld to satisfy tax obligations on vesting restricted stock awards.
After this tax-withholding disposition by the registrant, Pegler’s directly held common stock position was 164,187 shares. The footnote clarifies that no shares were sold by the reporting person; the shares were used solely to cover applicable tax withholding requirements.
Kennedy-Wilson Holdings, Inc. Chief Financial Officer Justin Enbody reported a tax-related share disposition connected to restricted stock vesting. On this Form 4, the company withheld 12,791 shares of common stock at $9.89 per share to satisfy applicable tax withholding requirements.
According to the footnote, no shares were sold by Enbody in the market; the shares were retained by the company to cover taxes triggered by the vesting of time-based restricted stock awards. After this withholding, Enbody directly owns 851,947 shares of common stock, reflecting his continuing equity stake in the company.
Kennedy-Wilson Holdings, Inc. President Matthew Windisch reported a Form 4 showing that 36,275 shares of common stock were withheld on February 16, 2026 to cover tax obligations tied to the vesting of time-based restricted stock awards. According to the disclosure, these shares were retained by the company to satisfy applicable tax withholding requirements, and no shares were sold by Windisch in the market. After this tax-withholding transaction, he beneficially owned 1,579,274 shares of Kennedy-Wilson common stock directly.
Kennedy-Wilson Holdings EVP Regina Wambold had 5,116 shares of common stock withheld by the company at $9.89 per share to cover tax obligations on the vesting of restricted stock awards. No shares were sold by her. After these transactions, she directly holds 89,544 shares and indirectly holds 44,163 shares through The Finnegan Family Trust.
Fairfax-led investors filed an amended Schedule 13D detailing a take-private agreement for Kennedy-Wilson Holdings. The company agreed to merge with a Fairfax-backed entity, with each common share converted into the right to receive $10.90 in cash at closing.
At the same time, Fairfax committed $1,650,000,000 of equity financing to fund the merger consideration, related payments and preferred stock redemptions, or certain damages if the buyers breach. The filing also restates that Fairfax-affiliated entities beneficially own 30,951,179 common shares, or 19.9% of the class, limited by warrant exercise caps.
Kennedy-Wilson Holdings, Inc. has agreed to be acquired in a cash merger at $10.90 per share, with Kona Bidco, LLC merging a subsidiary into the company so it becomes a privately held surviving corporation owned by a sponsor consortium and certain rollover stockholders.
Most common shares outstanding at the effective time will convert into the cash merger consideration, while specified rollover shares will instead be exchanged for equity in the acquiring structure and will not receive cash. The company’s preferred stock and related warrants generally remain outstanding under existing terms, with options for certain holders to contribute or cancel these securities.
The merger requires multiple stockholder approvals, regulatory clearances and the absence of a continuing material adverse effect, and it carries an outside date of November 16, 2026. A termination fee of $42,700,000 may be payable to the buyer in defined circumstances.
Kennedy-Wilson Holdings, Inc. agreed to be acquired in an all-cash merger by a consortium led by CEO William McMorrow and Fairfax Financial for $10.90 per common share. This price reflects a 46% premium to the company’s unaffected share price on November 4, 2025.
Fairfax committed $1.65 billion of equity to fund the cash consideration, redeem certain preferred shares and cover related obligations. The deal requires multiple stockholder approvals, including a majority-of-the-minority vote, and customary regulatory clearances. If completed, Kennedy Wilson will go private and its NYSE-listed common stock will be deregistered.