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JONES WILLIAM D /CA/

Reporting owner on Forms 3, 4 and 5, CIK 1228380.

JONES WILLIAM D /CA/ reported on 2 issuers in 2 filings, the latest a Form 4 filed 2026-10-02.

Issuers

IssuerRoles in the latest filingFilingsLast filed
CIK 2040315director12026-10-02
CIK 2040318director12026-10-02

Transactions and holdings

Every row of the person's Forms 3, 4 and 5, newest first, with the price and the amount owned after the row as filed.

SecurityDateCodeSharesPriceOwned afterFiling
CIK 2040318 Phantom Shares, derivative2026-09-30A granted+144.1234$9.8432.1207Form 4
CIK 2040315 Phantom Shares, derivative2026-09-30A granted+148.2067$9.53438.348Form 4

Filings

The person's Forms 3, 4 and 5, and any 13D or 13G naming it.

FilingSubjectFiledAcceptedIngested
Form 4 0001193125-26-412536 Capital Group KKR Multi-Sector (plus)2026-10-02
Form 4 0001193125-26-412516 Capital Group KKR Core Plus (plus)2026-10-02