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    SEC Form SC 13G/A filed by KKR & Co. Inc. (Amendment)

    2/13/24 6:32:37 PM ET
    $KKR
    Investment Managers
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    Get the next $KKR alert in real time by email
    SC 13G/A 1 ef20021591_sc13ga.htm SC 13G/A

    UNITED STATES
    SECURITIES AND EXCHANGE COMMISSION
     
    Washington, D.C. 20549
     
    SCHEDULE 13G
     
    Under the Securities Exchange Act of 1934
     
    (Amendment No. 13)*
     
    KKR & Co. Inc.
    (Name of Issuer)
    Common Stock
    (Title of Class of Securities)
    48251W 104
    (CUSIP Number)
    December 31, 2023
    (Date of Event Which Requires Filing of this Statement)
     
    Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
     
      ☐
    Rule 13d-1(b)
      ☐
    Rule 13d-1(c)
      ☒
    Rule 13d-1(d)
     
    *The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page.
     
    The information required on the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).
     


    CUSIP No. 48251W 104
    13G
     
    1
    NAMES OF REPORTING PERSONS
     
     
    George R. Roberts
     
     
     
     
    2
    CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
       
    (a)☐
       
    (b)☐
     
     
    3
    SEC USE ONLY
     
     
     
     
     
     
     
    4
    CITIZENSHIP OR PLACE OF ORGANIZATION
     
     
    United States
     
     
     
     
    NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH
    5
    SOLE VOTING POWER
     
     
    85,019,613
     
     
     
     
    6
    SHARED VOTING POWER
     
     
    2,130,000
     
     
     
     
    7
    SOLE DISPOSITIVE POWER
     
     
    86,062,855
     
     
     
     
    8
    SHARED DISPOSITIVE POWER
     
     
    0
     
     
     
     
    9
    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
     
     
    88,192,855



     
    10
    CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)
     
     
    ☐
     
     
     
     
    11
    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
     
     
    10.0%
     
     
     
     
    12
    TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
     
     
    IN
     
     
     
     
     
    2

    STATEMENT ON SCHEDULE 13G
     
    This is Amendment Number 13 to the Statement on Schedule 13G filed on February 14, 2011, as amended (the “Schedule 13G”), originally filed by KKR Holdings L.P., Henry R. Kravis and George R. Roberts.  As of December 31, 2022, KKR Holdings L.P. no longer beneficially owned any shares of Common Stock (the “Common Stock”) of KKR & Co. Inc. (the “Issuer”) and Amendment Number 12 to the Schedule 13G reflected an exit filing for KKR Holdings L.P.  Beginning with this Amendment Number 13, each of Messrs. Kravis and Roberts will be filing a separate Schedule 13G amendment reporting their respective beneficial ownership of shares of Common Stock of the Issuer.
     
    Item 1.
     
     
    (a)
    Name of Issuer:
     
     KKR & Co. Inc.
     
     
    (b)
    Address of Issuer’s Principal Executive Offices:

    30 Hudson Yards
    New York, NY 10001
     
    Item 2.
     
     
    (a)
    Name of Persons Filing:

    George R. Roberts

     
    (b)
    Address of Principal Business Office, or, if none, Residence:

    c/o Kohlberg Kravis Roberts & Co. L.P.
    2800 Sand Hill Road, Suite 200
    Menlo Park, CA 94025

     
    (c)
    Citizenship:
     
    See Item 4 of the cover page.
     
     
    (d)
    Title of Class of Securities:
     
    Common Stock
     
     
    (e)
    CUSIP Number:
     
    48251W 104
     
    3

    Item 3.
     
    Not applicable.
     
    Item 4.
    Ownership.
     
     
    (a)
    Amount beneficially owned:
     
    As of December 31, 2023, Mr. Roberts may be deemed to be the beneficial owner of 88,192,855 shares of Common Stock owned through certain entities he controls.
     
     
    (b)
    Percent of class:
     
    As of December 31, 2023, Mr. Roberts may be deemed to be the beneficial owner of approximately 10.0% of the Issuer’s outstanding shares of Common Stock.
     
     
    (c)
    Number of shares as to which the person has:

     
    (i)
    Sole power to vote or to direct the vote
     
    See Item 5 of the cover page.
     
     
    (ii)
    Shared power to vote or to direct the vote
     
    See Item 6 of the cover page.
     
     
    (iii)
    Sole power to dispose or to direct the disposition of
     
    See Item 7 of the cover page.
     
     
    (iv)
    Shared power to dispose or to direct the disposition of
     
    See Item 8 of the cover page.
     
    Item 5.
    Ownership of Five Percent or Less of a Class.
     
    If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than 5 percent of the class of securities, check the following ☐.
     
    Item 6.
    Ownership of More than Five Percent on Behalf of Another Person.
     
    Not applicable.
     
    Item 7.
    Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company.
     
    Not applicable.
     
    Item 8.
    Identification and Classification of Members of the Group.
     
    Not applicable.
     
    4

    Item 9.
    Notice of Dissolution of Group.
     
    Not applicable.
     
    Item 10.
    Certifications.
     
    Not applicable.
     
    5

    SIGNATURES
     
    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
     
    Dated: February 13, 2024
     
       
     
    GEORGE R. ROBERTS
       
     
    By: /s/ Christopher Lee
     
    Name: Christopher Lee
     
    Title: Attorney-in-fact

    6

    EXHIBITS
    Exhibit
    Number
     
    Title
    1
     
    Power of attorney, dated May 28, 2014, granted by George R. Roberts (filed as Exhibit 3 to Amendment No. 4 to the Schedule 13G filed on February 13, 2015 and incorporated herein by reference).

    7

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