ROBERTS GEORGE R 5
5 · KKR & Co. Inc. · Filed Feb 13, 2023
Insider Transaction Report
Form 5
ROBERTS GEORGE R
DirectorCo-Chairman and Co-CEO10% Owner
Transactions
- Gift
Common Stock
2022-11-22−600,000→ 1,400,000 total(indirect: See footnote)
Holdings
- 83,361,978(indirect: See footnote)
Common Stock
- 1,043,242(indirect: See footnote)
Common Stock
- 257,635(indirect: See footnote)
Common Stock
Footnotes (4)
- [F1]This Form 5 reports the donation of 600,000 shares of common stock of KKR & Co. Inc. by a limited partnership (the "Partnership"), which is an entity controlled by the Reporting Person, to a charitable foundation in which the Reporting Person has no pecuniary interest. As previously reported on a Form 4 filed on May 18, 2018, these shares of common stock were being held by the Partnership solely for purposes of charitable donations, and the Partnership continues to hold the remaining 1,400,000 shares of common stock for future donations.
- [F2]These securities are held in a trust revocable by the Reporting Person during his life. The Reporting Person is the sole beneficiary and the sole trustee of this trust.
- [F3]These securities are held by a limited partnership, whose general partner is a limited liability company over which the Reporting Person has investment discretion.
- [F4]These securities are held in a corporation owned by the Reporting Person and of which the Reporting Person is the president.