JONES WILLIAM D /CA/ 4
4 · Capital Group KKR Core Plus (plus) · Filed Apr 2, 2026
Research Summary
AI-generated summary of this filing
Capital Group KKR Core Plus Director William D. Jones Receives Award
What Happened
William D. Jones, a director of Capital Group KKR Core Plus, reported an award-type acquisition on 2026-03-31 of 141.241 notional (phantom) shares at a reported price of $10.00 each, with a reported value of $1,412. This was a conversion of deferred compensation into notional shares (a derivative/cash-settled award), not an open-market purchase of company stock.
Key Details
- Transaction date: 2026-03-31; Filing date: 2026-04-02 (Form 4 accession 0001193125-26-140854).
- Transaction type/code: Award/Grant (A); 141.241 notional shares @ $10.00 = $1,412 (derivative).
- Shares owned after transaction: Not disclosed in the provided filing.
- Footnote: The "shares" are phantom/notional shares created when the reporting person converted deferred compensation; they track the NAV of Class F-2 Shares and will convert to cash based on that NAV at settlement/payment.
- No indication in the provided data that the filing was late.
Context
This was a deferred-compensation conversion into cash-settled, notional shares — a common executive/director compensation/deferral mechanism. Because the award is derivative and cash-settled, it does not represent an outright purchase or sale of the company’s equity and should be interpreted differently than open-market insider purchases or sales.
Insider Transaction Report
- Award
Phantom Shares
[F1]2026-03-31$10.00/sh+141.241$1,412→ 141.241 total→ Class F-2 Shares (141.241 underlying)
Footnotes (1)
- [F1]The reported securities represent phantom shares acquired upon the Reporting Person's election to convert the Reporting Person's deferred compensation into notional shares which track the value of Class F-2 Shares. The phantom shares will convert into cash based on the NAV of the Class F-2 Shares at the time of settlement and payment of the deferred compensation.