JONES WILLIAM D /CA/
SEC insider (Form 3/4/5 filer). CIK 0001228380. Director at Capital Group KKR Multi-Sector (plus) (NONE) and 2 other issuers. 8 reported Form 4/5 transactions since Sep 2024; latest on Sep 30, 2026. Located in LOS ANGELES, CA.
Companies JONES WILLIAM D /CA/ has filed insider reports for
- Capital Group KKR Multi-Sector (plus) (NONE): Director
- Capital Group KKR Core Plus (plus) (NONE): Director
- Capital Group KKR U.S. Equity (plus) (NONE): Director
JONES WILLIAM D /CA/
CIK: 0001228380
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Discretionary Trading P&L
Holdings
Transaction History (8 total)
- Sep 30, 2026No ticker
Capital Group KKR Multi-Sector (plus)
AwardDirectPhantom Shares
144 shares at avg. $9.80- - Sep 30, 2026No ticker
Capital Group KKR Core Plus (plus)
AwardDirectPhantom Shares
148 shares at avg. $9.53- - Jun 30, 2026No ticker
Capital Group KKR Multi-Sector (plus)
AwardDirectPhantom Shares
141 shares at avg. $10.02- - Jun 30, 2026No ticker
Capital Group KKR Core Plus (plus)
AwardDirectPhantom Shares
142 shares at avg. $9.93- - Mar 31, 2026No ticker
Capital Group KKR Core Plus (plus)
AwardDirectPhantom Shares
141 shares at avg. $10.00- - Mar 31, 2026No ticker
Capital Group KKR Multi-Sector (plus)
AwardDirectPhantom Shares
140 shares at avg. $10.07- - Jul 16, 2025No ticker
Capital Group KKR Multi-Sector (plus)
AwardDirect1.8K shares at avg. $10.23$19K - Jul 16, 2025No ticker
Capital Group KKR Core Plus (plus)
AwardDirect1.8K shares at avg. $10.09$19K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Sep 30, 2026 |  No ticker Capital Group KKR Multi-Sector (plus) | Award Phantom Shares | 144 | $9.80 | - | Direct |
| Sep 30, 2026 | No ticker Capital Group KKR Core Plus (plus) | Award Phantom Shares | 148 | $9.53 | - | Direct |
| Jun 30, 2026 | No ticker Capital Group KKR Multi-Sector (plus) | Award Phantom Shares | 141 | $10.02 | - | Direct |
| Jun 30, 2026 | No ticker Capital Group KKR Core Plus (plus) | Award Phantom Shares | 142 | $9.93 | - | Direct |
| Mar 31, 2026 | No ticker Capital Group KKR Core Plus (plus) | Award Phantom Shares | 141 | $10.00 | - | Direct |
| Mar 31, 2026 | No ticker Capital Group KKR Multi-Sector (plus) | Award Phantom Shares | 140 | $10.07 | - | Direct |
| Jul 16, 2025 | No ticker Capital Group KKR Multi-Sector (plus) | Award | 1,818 | $10.23 | $18,596 | Direct |
| Jul 16, 2025 | No ticker Capital Group KKR Core Plus (plus) | Award | 1,843 | $10.09 | $18,596 | Direct |
1-8 of 8 transactions