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    TPG Operating Group II L.P. 6.950% Fixed-Rate Junior Subordina filed SEC Form 8-K: Entry into a Material Definitive Agreement, Other Events, Creation of a Direct Financial Obligation

    8/14/25 4:10:13 PM ET
    $TPGXL
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    8-K
    0001880661 false 0001880661 2025-08-14 2025-08-14 0001880661 us-gaap:CommonClassAMember 2025-08-14 2025-08-14 0001880661 tpg:JuniorSubordinatedNotesDue2064Member 2025-08-14 2025-08-14
     
     

    UNITED STATES

    SECURITIES AND EXCHANGE COMMISSION

    Washington, D.C. 20549

     

     

    FORM 8-K

     

     

    CURRENT REPORT

    Pursuant to Section 13 or 15(d)

    of the Securities Exchange Act of 1934

    Date of Report (Date of Earliest Event Reported): August 14, 2025

     

     

    TPG Inc.

    (Exact name of registrant as specified in its charter)

     

     

     

    Delaware   001-41222   87-2063362

    (State or other jurisdiction

    of incorporation)

     

    (Commission

    File Number)

     

    (IRS Employer

    Identification No.)

     

    301 Commerce Street, Suite 3300

    Fort Worth, TX

      76102
    (Address of principal executive offices)   (Zip Code)

    (817) 871-4000

    (Registrant’s telephone number, including area code)

    Not Applicable

    (Former Name or Former Address, if Changed Since Last Report)

     

     

    Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

     

      ☐

    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

     

      ☐

    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

     

      ☐

    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

     

      ☐

    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

    Securities registered pursuant to Section 12(b) of the Act:

     

    Title of each class

     

    Trading

    Symbol(s)

     

    Name of each exchange

    on which registered

    Class A common stock   TPG   The Nasdaq Stock Market LLC
        (Nasdaq Global Select Market)
    6.950% Subordinated Notes due 2064   TPGXL   The Nasdaq Stock Market LLC
        (Nasdaq Global Market)

    Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

    ☐ Emerging growth company

    If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

     

     
     


    Item 1.01 Entry into a Material Definitive Agreement.

    The information required by this Item 1.01 is included in Item 8.01 and is incorporated herein by reference.

    Item 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant.

    The information required by this Item 2.03 is included in Item 8.01 and is incorporated herein by reference.

    Item 8.01 Other Events.

    On August 14, 2025, TPG Inc. (the “Company”), TPG Operating Group I, L.P., TPG Operating Group III, L.P. and TPG Holdings II Sub, L.P., each indirect subsidiaries of the Company (together with the Company, the “Guarantors”), and TPG Operating Group II, L.P., an indirect subsidiary of the Company (the “Issuer”), completed an offering of $500,000,000 aggregate principal amount of its 5.375% Senior Notes due 2036 (the “Notes”), pursuant to an underwriting agreement, dated August 11, 2025 (the “Underwriting Agreement”), among the Issuer, the Guarantors and Morgan Stanley & Co. LLC, BofA Securities, Inc. and Wells Fargo Securities, LLC, as representatives of the several underwriters named therein. The Notes were issued pursuant to an indenture, dated March 5, 2024 (the “Base Indenture”), as supplemented by the second supplemental indenture, dated August 14, 2025 (the “Second Supplemental Indenture” and, together with the Base Indenture, the “Indenture”), with U.S. Bank Trust Company, National Association, as trustee. The Notes have been registered under the Securities Act of 1933, as amended, by a shelf registration statement on Form S-3ASR (Registration No. 333-277384).

    The Notes bear interest at an annual rate of 5.375% accruing from August 14, 2025. Interest is payable semi-annually in arrears on January 15 and July 15 of each year, commencing on January 15, 2026. The Notes are unsecured and unsubordinated obligations of the Issuer. The Notes will mature on January 15, 2036, unless earlier redeemed. The Notes are fully and unconditionally guaranteed (the “Guarantees”), jointly and severally, by each of the Guarantors. The Guarantees are unsecured and unsubordinated obligations of the Guarantors.

    Further information concerning the Notes and the Guarantees and related matters is set forth in the Company’s Prospectus Supplement dated August 11, 2025, which was filed with the Securities and Exchange Commission on August 13, 2025.

    The preceding is a summary of the terms of the Underwriting Agreement, the Indenture and the Notes, and is qualified in its entirety by reference to the Underwriting Agreement attached hereto as Exhibit 1.1, the Base Indenture attached hereto as Exhibit 4.1, the Second Supplemental Indenture attached hereto as Exhibit 4.2, and the form of the Notes attached hereto as Exhibit 4.3, each of which is incorporated herein by reference as though they were fully set forth herein.

    Item 9.01 Financial Statements and Exhibits.

    (d) Exhibits.

     

    Exhibit No.

      

    Description of Exhibit

    1.1    Underwriting Agreement, dated as of August 11, 2025, by and among TPG Inc., TPG Operating Group I, L.P., TPG Operating Group II, L.P, TPG Operating Group III, L.P., TPG Holdings II Sub, L.P., Morgan Stanley & Co. LLC, BofA Securities, Inc. and Wells Fargo Securities, LLC.
    4.1    Senior Indenture, dated as of March 5, 2024, among TPG Operating Group II, L.P., the Guarantors named therein and U.S. Bank Trust Company, National Association, as trustee (incorporated by reference to Exhibit 4.1 to the TPG Inc. Current Report on Form 8-K filed on March 5, 2024).
    4.2    Second Supplemental Indenture, dated as of August 14, 2025, among TPG Operating Group II, L.P., the Guarantors named therein and U.S. Bank Trust Company, National Association, as trustee.
    4.3    Form of 5.375% Senior Notes due 2036 (included in Exhibit 4.2 hereto).
    5.1    Opinion of Davis Polk & Wardwell LLP.
    23.1    Consent of Davis Polk & Wardwell LLP (included in Exhibit 5.1).
    104    Cover Page Interactive Data File (embedded within the Inline XBRL document).

     


    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.

     

    TPG INC.
    By:  

    /s/ Jennifer L. Chu

    Name:   Jennifer L. Chu
    Title:   Chief Legal Officer and General Counsel

    Date: August 14, 2025

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