Spaly Jessica C. 4

What Happened

Jessica C. Spaly, President of Capital Group KKR U.S. Equity (plus), was granted 59,645.714 shares on March 16, 2026. The filing reports an acquisition (transaction code A) at an effective price of $9.80 per share, a notional value of approximately $584,528. This was an award/grant (an acquisition), not a sale — typically a compensation-related issuance rather than an open-market purchase.

Key Details

• Transaction date: 2026-03-16; Filing date (Form 4): 2026-03-18 (reported within the typical 2-business-day window).
• Price per share: $9.80; Shares acquired: 59,645.714; Total value: ~$584,528.
• Transaction code: A (award/grant/other acquisition).
• Shares owned after transaction: Not specified in the provided filing excerpt.
• Footnotes/plan details: None disclosed in the supplied data (vesting or transfer restrictions not specified).

Context

• Awards like this are commonly part of executive compensation and may be subject to vesting or other restrictions; the filing does not say whether shares are immediately tradable.
• This is an acquisition (company grant) rather than a market buy by the insider; such grants can reflect compensation alignment with shareholders but do not by themselves indicate a personal cash investment or immediate bullish trading signal.