Earnings Feed
Start Free
Capital Group KKR U.S. Equity (plus)·4

Mar 23, 5:10 PM ET

Frank Cheryl E. 4

Research Summary

AI-generated summary

Updated

Capital Group KKR U.S. Equity - Cheryl E. Frank Receives 12,847 Shares

What Happened

  • Cheryl E. Frank, a portfolio manager at Capital Group, was awarded a total of 12,847 shares of Capital Group KKR U.S. Equity (plus) on 2026-03-20. The awards were reported as three acquisitions (code A) at $9.66 per share: 4,847 shares ($46,822) and two grants of 4,000 shares each ($38,640 each), totaling $124,102. These were grants/awards (acquisitions), not open-market purchases.

Key Details

  • Transaction date: 2026-03-20; filing date (Form 4): 2026-03-23 (filed within the usual SEC Form 4 window).
  • Price per share: $9.66; total shares awarded: 12,847; total value: $124,102.
  • Shares owned after transaction: not specified in the filing.
  • Transaction code: A = award/grant (compensation-related acquisition).
  • Remarks: Listed role is "Capital Group Portfolio Manager."
  • No indication in the filing of a 10b5-1 plan, tax-withholding sale, or late filing.

Context

  • Awards/grants are typically compensation rather than discretionary open-market buys; they can reflect employer compensation policies rather than a personal market bet. While purchases by insiders often attract attention, an "A" code award is usually part of regular compensation and should be interpreted accordingly.