secwatch / observer

KKR & Co. Inc. — fact timeline

Source-grounded facts extracted from KKR & Co. Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

KKR KKR & Co. Inc. JSON
Earnings Releases

KKR & Co. Inc. reported financial results for the quarter ended March 31, 2026.

“On May 5, 2026, KKR & Co. Inc. issued an earnings release announcing its financial results for the quarter ended March 31, 2026.”
Debt Financings

KKR & Co. Inc. incurred revolving credit of $3.00 billion with Wells Fargo Bank, N.A., as administrative agent at term SOFR plus a margin ranging from 1.10% to 1.375% maturing January 15, 2027.

“time to time party thereto. The Credit Agreement provides the Borrowers with an unsecured revolving credit facility (the “Credit Facility”) in an aggregate principal amount of $3.00 billion as of January 16, 2026, with the option to request an increase in the facility amount of up to an additional $500 million, for an aggregate principal amount of $3.50 billion,”
Debt Financings

KKR & Co. Inc. incurred senior notes of $900,000,000 with The Bank of New York Mellon Trust Company, N.A. at 5.100% per annum maturing August 7, 2035.

“On August 7, 2025, KKR & Co. Inc. (the “Issuer”) completed the offering of $900,000,000 aggregate principal amount of its 5.100% Senior Notes due 2035 (the “Notes”).”
Debt Financings

KKR & Co. Inc. incurred senior notes of $590,000,000 with The Bank of New York Mellon Trust Company, N.A. at 6.875% per annum maturing June 1, 2065.

“On May 28, 2025, KKR & Co. Inc. (the “Issuer”) completed the offering of $590,000,000 aggregate principal amount of its 6.875% Subordinated Notes due 2065 (the “Notes”), including $40,000,000 principal amount of Notes issued pursuant to the partial exercise by the underwriters of the Notes of their 30-day option to purchase up to an additional $82,500,000 principal amount of Notes to cover over-allotments, if any.”

Timothy R. Barakett was appointed as Director at KKR & Co. Inc..

“On March 13 , 2025 , Timothy R. Barakett was appointed to the Board of Directors (the “Board”) of KKR & Co. Inc . (the “Company”).”
Governance Changes

KKR & Co. Inc.: Filed Certificate of Designations establishing terms of Series D Mandatory Convertible Preferred Stock (effective 2025-03-07).

“the Company filed a Certificate of Designations (the “Certificate of Designations”) with the Secretary of State of the State of Delaware on March 7, 2025 to establish the designations, powers, preferences and rights of the Mandatory Convertible Preferred Stock”
Debt Financings

KKR & Co. Inc. incurred revolving credit of $750 million with Mizuho Bank, Ltd., as administrative agent, and the lenders party thereto at term SOFR, EURIBOR or SONIA plus the applicable margin which ranges initially be maturing expires on April 4, 2029.

“(the “364-Day Agreement”) with Mizuho Bank, Ltd., as administrative agent, and the lenders party thereto. The 364-Day Agreement provides for revolving borrowings of up to $750 million, expires on April 3, 2025 and ranks pari passu with the existing $750 million revolving credit facility provided by the Borrowers for KKR’s capital markets business (which was”
Debt Financings

KKR & Co. Inc. incurred revolving credit of $750 million with Mizuho Bank, Ltd., as administrative agent, and the lenders party thereto at term SOFR, EURIBOR or SONIA plus the applicable margin which ranges initially be maturing expires on April 3, 2025.

“(the “364-Day Agreement”) with Mizuho Bank, Ltd., as administrative agent, and the lenders party thereto. The 364-Day Agreement provides for revolving borrowings of up to $750 million, expires on April 3, 2025 and ranks pari passu with the existing $750 million revolving credit facility provided by the Borrowers for KKR’s capital markets business (which was”
Earnings Releases

KKR & Co. Inc. reported financial results for the quarter and year ended December 31, 2023.

“On February 6, 2024, KKR & Co. Inc. issued an earnings release announcing its financial results for the quarter and year ended December 31, 2023.”
M&A Transactions

KKR & Co. Inc. completed an acquisition involving The Global Atlantic Financial Group LLC for approximately $2.6 billion (closed 2024-01-02).

“in Global Atlantic becoming a wholly-owned subsidiary of KKR. The total cash purchase price for the 36.7% of Global Atlantic that KKR did not already own will be approximately $2.6 billion, which is subject to certain post-Closing purchase price adjustments as provided in the Merger Agreement. Additionally, in connection with the Closing, certain Global Atlantic”

Dane Holmes resigned as Director at KKR & Co. Inc..

“On December 13, 2023, Dane Holmes resigned from the Board of Directors of KKR & Co. Inc.”
Material Agreements

KKR & Co. Inc. entered into Merger Agreement with The Global Atlantic Financial Group LLC valued at approximately $2.7 billion (effective 2023-11-28).

“Sweetbay Merger Sub LLC, a direct subsidiary of Parent (“Merger Sub”), entered into an Agreement and Plan of Merger (the “Merger Agreement”) with The Global Atlantic Financial Group LLC (“TGAFG” and, together with its subsidiaries, “Global”
Earnings Releases

KKR & Co. Inc. reported financial results for the quarter and nine months ended September 30, 2023.

“KKR & Co. Inc. issued an earnings release announcing its financial results for the quarter and nine months ended September 30, 2023.”

Kimberly A. Ross was appointed as Director at KKR & Co. Inc..

“On September 20, 2023, Kimberly A. Ross was appointed to the Board of Directors (the “Board”) of KKR & Co. Inc.”
Earnings Releases

KKR & Co. Inc. reported financial results for quarter and six months ended June 30, 2023.

“On August 7, 2023, KKR & Co. Inc. issued an earnings release announcing its financial results for the quarter and six months ended June 30, 2023.”
Debt Financings

KKR & Co. Inc. incurred senior notes of ¥44,700,000,000 aggregate principal amount of its 1.428% Senior Notes due 2028, ¥1,800,000,000 aggregate principal amoun with KKR Group Finance Co. XI LLC at 1.428% per annum for the 2028 Notes, 1.614% per annum for the 2030 Notes, 1.939% maturing May 25, 2028 for the 2028 Notes, May 24, 2030 for the 2030 Notes, May 25, 2033 for the 2033 Notes, May 25, 2038 for the 2038 Notes, May 22, 2043 for the 2043 No.

“On May 25, 2023, KKR Group Finance Co. XI LLC (the “ Issuer ”), an indirect subsidiary of KKR & Co. Inc. (the “ Corporation ”), completed the offering of (i) ¥44,700,000,000 aggregate principal amount of its 1.428% Senior Notes due 2028 (the “ 2028 Notes ”), (ii) ¥1,800,000,000 aggregate principal amount of its 1.614% Senior Notes due 2030 (the “ 2030 Notes ”), (iii) ¥1,500,000,000 aggregate principal amount of its 1.939% Senior Notes due 2033 (the “ 2033 Notes ”), (iv) ¥3,000,000,000 aggregate principal amount of its 2.312% Senior Notes due 2038 (the “ 2038 Notes ”), (v) ¥4,500,000,000 aggregate principal amount of its 2.574% Senior Notes due 2043 (the “ 2043 Notes ”) and (vi) ¥6,000,000,000 aggregate principal amount of its 2.747% Senior Notes due 2053 (the “ 2053 Notes ” and, together with the 2028 Notes, the 2030 Notes, the 2033 Notes, the 2038 Notes and the 2043 Notes, the “ Notes ”).”
Earnings Releases

KKR & Co. Inc. reported financial results for the quarter ended March 31, 2023.

“KKR & Co. Inc. issued an earnings release announcing its financial results for the quarter ended March 31, 2023.”
Debt Financings

KKR & Co. Inc. incurred revolving credit of up to $750 million with Mizuho Bank, Ltd., as administrative agent at SOFR plus 1.50% to 2.75% maturing April 5, 2024.

“with a later maturity (the “Agreement”) with Mizuho Bank, Ltd., as administrative agent, and the lenders party thereto. The Agreement provides for revolving borrowings of up to $750 million, expires on April 5, 2024 and ranks pari passu with the existing $750 million revolving credit facility provided by them for KKR’s capital markets business. The prior 364-day”
Earnings Releases

KKR & Co. Inc. reported financial results for the quarter and year ended December 31, 2022.

“On February 7, 2023, KKR & Co. Inc. issued an earnings release announcing its financial results for the quarter and year ended December 31, 2022.”

Kathryn King Sudol was appointed as Chief Legal Officer at KKR & Co. Inc..

“Kathryn King Sudol, the Company's General Counsel and Secretary, will assume the role of the Company's Chief Legal Officer.”

David Sorkin departed as Chief Legal Officer at KKR & Co. Inc..

“Mr. Sorkin’s previously announced plans to step down as Chief Legal Officer by the end of the first quarter of 2023”
Earnings Releases

KKR & Co. Inc. reported financial results for the quarter and nine months ended September 30, 2022.

“On November 1, 2022, KKR & Co. Inc. issued an earnings release announcing its financial results for the quarter and nine months ended September 30, 2022.”

David Sorkin changed role as Advisory Partner at KKR & Co. Inc..

“At the end of the first quarter of 2023, Ms. Sudol will assume the role of Chief Legal Officer, and Mr. Sorkin will become an Advisory Partner of KKR.”

David Sorkin changed role as Chief Legal Officer at KKR & Co. Inc..

“He will succeed David Sorkin who has served as General Counsel since 2007 and will become the Chief Legal Offer of KKR.”

Kathryn King Sudol changed role as Chief Legal Officer at KKR & Co. Inc..

“At the end of the first quarter of 2023, Ms. Sudol will assume the role of Chief Legal Officer”

Kathryn King Sudol was appointed as General Counsel at KKR & Co. Inc..

“On July 7, 2022, KKR & Co. Inc. (together with its subsidiaries, “KKR”) announced the appointment of Kathryn King Sudol as General Counsel of KKR.”

Raymond J. McGuire was appointed as Director at KKR & Co. Inc..

“On June 15, 2022, Raymond J. McGuire was appointed to the Board of Directors of KKR & Co. Inc.”

Ryan Stork was appointed as Chief Operating Officer at KKR & Co. Inc..

“Appointment of Chief Operating Officer KKR & Co. Inc. (the “Company” and, together with its subsidiaries, “KKR”) announced that Ryan Stork was appointed Chief Operating Officer of the Company effective January 3, 2022.”

Matthew Cohler was appointed as Director at KKR & Co. Inc..

“On December 31, 2021, Matthew Cohler was appointed to the Board of Directors of KKR & Co. Inc.”

Scott Nuttall was appointed as Co-Chief Executive Officer at KKR & Co. Inc..

“the appointment of each of Messrs. Bae and Nuttall as Co-Chief Executive Officers of the Company”

Joseph Bae was appointed as Co-Chief Executive Officer at KKR & Co. Inc..

“the appointment of each of Messrs. Bae and Nuttall as Co-Chief Executive Officers of the Company”

George Roberts was appointed as Executive Co-Chairman at KKR & Co. Inc..

“the appointment of each of Messrs. Kravis and Roberts as Executive Co-Chairmen of the Company”

Henry Kravis was appointed as Executive Co-Chairman at KKR & Co. Inc..

“the appointment of each of Messrs. Kravis and Roberts as Executive Co-Chairmen of the Company”

Evan Spiegel was appointed as Director at KKR & Co. Inc..

“On October 6, 2021, Evan Spiegel was appointed to the Board of Directors of KKR & Co. Inc.”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.