Jones - 30 Jun 2026 Form 4 Insider Report for Capital Group KKR Core Plus (plus)

Reporting relationship: Director
Issuer ticker: N/A
Reported as of: 30 Jun 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 02 Jul 2026, 15:34:03 UTC
Prior SEC filing: 02 Apr 2026
Source filing: View source filing
Reporting owner signature: /s/ William D. Jones

Key filing fact

William D. /ca/ Jones filed Form 4 for Capital Group KKR Core Plus (plus) on 02 Jul 2026.

Key facts

This page summarizes William D. /ca/ Jones's Form 4 filing for Capital Group KKR Core Plus (plus).
1 reported transaction and 1 derivative row are listed below.
Accepted by SEC: 02 Jul 2026, 15:34.

Change

Previous filing in this sequence was filed on 02 Apr 2026.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001228380 Primary reporting owner

JONES WILLIAM D /CA/

Relationship: Director
Address: 333 SOUTH HOPE STREET, 55TH, LOS ANGELES
Signature: /s/ William D. Jones
Signature date: 02 Jul 2026

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

No ticker transaction Derivative

Phantom Shares

Award

Transaction value
Shares: +142
Change %: +99%
Price: $9.93^*
Shares after: 286
Date: 30 Jun 2026
Ownership: Direct
Underlying class: Class F-2 Shares
Underlying amount: 142
Exercise price
Footnotes: F1

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 1 footnote

Footnote F1

The reported securities represent phantom shares acquired upon the Reporting Person's election to convert the Reporting Person's deferred compensation into notional shares which track the value of Class F-2 Shares. The phantom shares will convert into cash based on the NAV of the Class F-2 Shares at the time of settlement and payment of the deferred compensation.