KKR & Co. Inc. Amends 8-K Filing

Ticker: KKRS · Form: 8-K/A · Filed: Mar 8, 2024 · CIK: 1404912

Kkr & Co. Inc. 8-K/A Filing Summary
FieldDetail
CompanyKkr & Co. Inc. (KKRS)
Form Type8-K/A
Filed DateMar 8, 2024
Risk Levellow
Pages3
Reading Time4 min
Key Dollar Amounts$2.6 billion, $2.2 b, $0.4 billion, $3.7 billion, $3.8 b
Sentimentneutral

Sentiment: neutral

Topics: amendment, financial-statements, exhibits

TL;DR

KKR filed an amendment to its 8-K on Jan 2, 2024, clarifying financial statements and exhibits related to its notes and stock.

AI Summary

KKR & Co. Inc. filed an 8-K/A on March 8, 2024, to amend its previous filing regarding financial statements and exhibits. The amendment pertains to events that occurred on January 2, 2024, specifically related to its subordinated notes and common stock.

Why It Matters

This amendment clarifies financial reporting details for KKR & Co. Inc., ensuring accurate disclosure of its financial instruments and capital structure to investors.

Risk Assessment

Risk Level: low — This is an amendment to a previous filing, primarily for clarification of financial statements and exhibits, and does not introduce new material risks.

Key Players & Entities

  • KKR & Co. Inc. (company) — Registrant
  • January 2, 2024 (date) — Date of earliest event reported
  • March 8, 2024 (date) — Filing Date
  • 30 Hudson Yards (address) — Principal executive office
  • 212-750-8300 (phone_number) — Business phone number

FAQ

What is the purpose of this 8-K/A filing?

The purpose of this 8-K/A filing is to amend a previous report to include financial statements and exhibits related to events on January 2, 2024.

What specific financial items are being amended?

The amendment pertains to financial statements and exhibits, specifically mentioning 'kkr:Four625SubordinatedNotesDue2061OfKKRGroupFinanceCoIXLLCMember' and 'us-gaap:CommonStockMember'.

When was the original event reported?

The earliest event reported in this amendment occurred on January 2, 2024.

What is the filing date of this amended report?

This amended report (8-K/A) was filed on March 8, 2024.

Where is KKR & Co. Inc.'s principal executive office located?

KKR & Co. Inc.'s principal executive office is located at 30 Hudson Yards, New York, NY 10001.

Filing Stats: 989 words · 4 min read · ~3 pages · Grade level 9.7 · Accepted 2024-03-08 17:00:33

Key Financial Figures

  • $2.6 billion — (GAAP Basis) would have been reduced by $2.6 billion and $2.2 billion, respectively, while N
  • $2.2 b — d have been reduced by $2.6 billion and $2.2 billion, respectively, while Noncontrolli
  • $0.4 billion — lling Interests would have decreased by $0.4 billion. KKR & Co. Inc. Stockholders' Equity (G
  • $3.7 billion — (GAAP Basis) would have increased from $3.7 billion to $3.8 billion, representing the reall
  • $3.8 b — uld have increased from $3.7 billion to $3.8 billion, representing the reallocation of
  • $4.24 — f Common Stock (Basic) to increase from $4.24 to $4.33. SIGNATURES Pursuant to the
  • $4.33 — Stock (Basic) to increase from $4.24 to $4.33. SIGNATURES Pursuant to the requireme

Filing Documents

Financial Statements and Exhibits

Financial Statements and Exhibits. (a) Financial statements of Businesses Acquired . No financial statements are required by Item 9.01(a) of Form 8-K because the financial statements of Global Atlantic have been reflected in the audited consolidated

financial statements of KKR & Co. Inc. for more than a complete fiscal year

financial statements of KKR & Co. Inc. for more than a complete fiscal year. (b) Pro Forma Financial Information. Due to the limited number of pro forma adjustments required to illustrate the effects of the Acquisition, a narrative presentation is furnished below in lieu of pro forma financial statements. The pro forma adjustments described below are based on available information and certain assumptions that management believes are reasonable under the circumstances to fairly present the pro forma financial information. The pro forma financial information is presented for illustrative purposes only and is not necessarily indicative of the financial position or results of operations for future periods or the results that would have been achieved if KKR had completed the Acquisition on December 31, 2023 (for the purpose of balance sheet pro forma adjustments) and January 1, 2023 (for the purpose of the income statement pro forma adjustments). The unaudited pro forma financial information should be read in conjunction with the historical financial statements and related notes of KKR & Co. Inc. for the relevant dates and KKR & Co. Inc.'s Form 10-K for the year ended December 31, 2023, filed with the SEC on February 29, 2024. As of December 31, 2023, Cash and Cash Equivalents for KKR's Asset Management (GAAP Basis) and KKR & Co. Inc. Stockholders' Equity (GAAP Basis) would have been reduced by $2.6 billion and $2.2 billion, respectively, while Noncontrolling Interests would have decreased by $0.4 billion. KKR & Co. Inc. Stockholders' Equity (GAAP Basis) would have decreased because Global Atlantic had a negative Accumulated Comprehensive Income balance, primarily due to unrealized losses on its available-for-sale fixed maturity investment portfolio. KKR believes that substantially all of these unrealized losses should not be realized as Global Atlantic intends to hold these investments until recovery of the losses, which may be at maturity, as part of its asset lia

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. KKR & CO. INC. Date: March 8, 2024 By: /s/ Robert H. Lewin Name: Robert H. Lewin Title: Chief Financial Officer

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