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Capital Group KKR Core Plus (plus)·4

Apr 2, 7:53 PM ET

JONES WILLIAM D /CA/ 4

Research Summary

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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.