Capital Group KKR U.S. Equity (plus)·4

Feb 26, 12:59 PM ET

CAPITAL RESEARCH & MANAGEMENT CO 4

4 · Capital Group KKR U.S. Equity (plus) · Filed Feb 26, 2026

Research Summary

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Capital Group KKR U.S. Equity — Capital Research & Management Co Receives Shares

What Happened
Capital Research & Management Co, reported as a 10% owner, acquired a total of 10,000,000 shares of Capital Group KKR U.S. Equity on February 26, 2026. The transactions were recorded as multiple grant/award/acquisitions (transaction code A) at $10.00 per share, for an aggregate reported value of $100,000,000. The filing notes these securities were acquired pursuant to the reporting person’s pre‑registration commitment to provide seed capital.

Key Details

  • Transaction date: February 26, 2026; price: $10.00 per share.
  • Shares acquired: five separate 1,000-share entries plus one 9,995,000-share entry = 10,000,000 shares total.
  • Total value reported: $100,000,000.
  • Shares owned after the transaction: not specified in the Form 4 filing.
  • Footnote/remark: acquisition pursuant to a pre‑registration seed capital commitment disclosed in the issuer’s Form N‑2 registration statement filed Feb 20, 2026.
  • Timeliness: Reported on Feb 26, 2026 (same day as the Period of Report); no late filing flag shown.

Context

  • The reporting entity is a 10% institutional owner (Capital Research & Management Co), not an individual officer or director. Institutional seed capital commitments are common when new funds or registered investment products launch and do not necessarily reflect short‑term trading sentiment.
  • Transaction code "A" denotes an acquisition/award; this was not an option exercise, sale, gift, or tax withholding event.

Insider Transaction Report

Form 4
Period: 2026-02-26
Transactions
  • Award

    Class A Shares

    2026-02-26$10.00/sh+1,000$10,0001,000 total
  • Award

    Class A-2 Shares

    2026-02-26$10.00/sh+1,000$10,0001,000 total
  • Award

    Class A-3 Shares

    2026-02-26$10.00/sh+1,000$10,0001,000 total
  • Award

    Class F-2 Shares

    2026-02-26$10.00/sh+1,000$10,0001,000 total
  • Award

    Class F-3 Shares

    2026-02-26$10.00/sh+9,995,000$99,950,00010,005,000 total
  • Award

    Class R-6 Shares

    2026-02-26$10.00/sh+1,000$10,0001,000 total
Signature
/s/ Erik A. Vayntrub, Authorized Signatory, on behalf of Capital Research and Management Company|2026-02-26

Documents

1 file
  • 4
    ownership.xmlPrimary

    4