| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Capital Group KKR Multi-Sector (plus) | President | Class F-3 Shares | 112,963 | $1,157,866 | $10.25 | 10 Jul 2025 | By Child |
| Capital Group KKR Multi-Sector (plus) | President | Class F-3 Shares | 98,328 | $1,000,000 | $10.17 | 17 Jun 2025 | By Trust |
| Capital Group KKR Core Plus (plus) | Capital Group Portfolio Manager | Class F-3 Shares | 24,802 | $249,999 | $10.08 | 17 Jun 2025 | By Trust |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| /report/000095017025095395-caldwell-robert-g-2025-07-10 | Capital Group KKR Multi-Sector (plus) | 10 Jul 2025 | 1 | +$150,000 | 4 | President | 11 Jul 2025, 17:56 |
| /report/000095017025088088-caldwell-robert-g-2025-06-17 | Capital Group KKR Multi-Sector (plus) | 17 Jun 2025 | 1 | +$1,000,000 | 4 | President | 18 Jun 2025, 20:42 |
| /report/000095017025088082-caldwell-robert-g-2025-06-17 | Capital Group KKR Core Plus (plus) | 17 Jun 2025 | 1 | +$250,000 | 4 | Capital Group Portfolio Manager | 18 Jun 2025, 20:29 |
| /report/000095017025056770-caldwell-robert-g-2025-04-22 | Capital Group KKR Multi-Sector (plus) | 22 Apr 2025 | 0 | $0 | 3 | President | 22 Apr 2025, 16:27 |
| /report/000095017025056659-caldwell-robert-g-2025-04-22 | Capital Group KKR Core Plus (plus) | 22 Apr 2025 | 0 | $0 | 3 | Capital Group Portfolio Manager | 22 Apr 2025, 15:25 |