BAE JOSEPH Y 4
4 · KKR & Co. Inc. · Filed Feb 18, 2026
Research Summary
AI-generated summary of this filing
KKR CEO Joseph Y. Bae Buys 125,000 Shares
What Happened
Joseph Y. Bae, CEO of KKR & Co. Inc. (KKR), made open-market purchases on 2026-02-17 totaling 125,000 shares for approximately $12,773,530. Transactions reported: 22,801 shares at $100.39 ($2,288,992); 8,650 shares at $101.30 ($876,245); 63,467 shares at $102.49 ($6,504,733); and 30,082 shares at $103.17 ($3,103,560). All transactions are reported as purchases (Form 4 code P).
Key Details
- Transaction date: 2026-02-17; filing date: 2026-02-18 (filed the next day).
- Prices and note on ranges:
- 22,801 shares — weighted avg ~$100.39 (purchases ranged $99.81–$100.78) [F1].
- 8,650 shares — weighted avg ~$101.30 (purchases ranged $100.84–$101.79) [F2].
- 63,467 shares — weighted avg ~$102.49 (purchases ranged $101.84–$102.83) [F3].
- 30,082 shares — weighted avg ~$103.17 (purchases ranged $102.84–$103.41) [F4].
- The filing also references prior transfers of 202,300 shares from grantor retained annuity trusts (GRATs) that were exempt under Rule 16a-13 [F5].
- Some securities are held by a limited partnership where the reporting person has investment discretion [F6].
- The filing includes the standard Rule 16a-1(a)(4) disclaimer denying indirect beneficial ownership except for pecuniary interest.
- The Form shows acquisitions (buying), which market observers often view as more informative than routine sales; no late filing indication is shown.
Context
These were open-market purchases (P = purchase) reported on a Form 4. Footnotes indicate the reported per-line prices are weighted averages covering multiple trades at specified ranges; full breakdowns are available from the filer upon request. The GRAT transfers mentioned are exempt transfers and do not necessarily reflect open-market activity.
Insider Transaction Report
- Purchase
Common Stock
[F1]2026-02-17$100.39/sh+22,801$2,288,992→ 407,058 total(indirect: By Trust) - Purchase
Common Stock
[F2]2026-02-17$101.30/sh+8,650$876,245→ 415,708 total(indirect: By Trust) - Purchase
Common Stock
[F3]2026-02-17$102.49/sh+63,467$6,504,733→ 479,175 total(indirect: By Trust) - Purchase
Common Stock
[F4]2026-02-17$103.17/sh+30,082$3,103,560→ 509,257 total(indirect: By Trust)
- 4,211,701
Common Stock
[F5] - 1,756,494(indirect: By Trust)
Common Stock
[F5] - 1,952,902(indirect: By Trust)
Common Stock
- 7,166(indirect: By Limited Liability Company)
Common Stock
- 10,018,550(indirect: See Footnote)
Common Stock
[F6]
Footnotes (6)
- [F1]Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $99.81 to $100.78, 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.
- [F2]Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $100.84 to $101.79, 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.
- [F3]Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $101.84 to $102.83, 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.
- [F4]Reflects a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $102.84 to $103.41, 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.
- [F5]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.
- [F6]These securities are held by a limited partnership, whose general partner is a limited liability company over which the Reporting Person has investment discretion.