Latest moves
No moves from Charles Koch & family in the digest yet. The archive grows every morning.
Recent SEC filings
Form 4 insider trades post within 2 business days. 13F fund holdings can arrive 45 days after quarter end. New to filings? Read Filings 101.
Footprint
Companies
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- Role
- Charles Koch: Chairman and Co-CEO since 1967; son Chase Koch EVP Origination and Partnerships
- Stake
- 42% (Charles Koch voting power; ~42% held by David Koch's heirs, ~16% Marshall family trusts). Charles moved $5.3B of non-voting shares to nonprofits 2020-2022
- Stake as of
- 2026-09-24 (Forbes)
Stakes
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- Ticker
- ASPN
- Stake
- 0% (exited)
- Stake as of
- 2026-09-23
Investment vehicles
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- Type
- holding co
- Notes
- 13F-HR filings 2025-2026 (latest 2026-08-13 for Q2 2026); also Forms 3/4 via affiliates Koch Icon Investments LLC, Wood River Capital LLC, KREI West St. Investments LLC
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- Type
- holding co
- Notes
- Legacy filer; 82 13F-HR filings, latest 2025-11-12
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- Type
- holding co
- Notes
- Wichita, KS; historical 13F-HR filings; recent Form D filings (latest 2026-03-10)
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- Type
- fund
- Notes
- Koch VC arm founded 2017, led by Chase Koch; >$4B invested in 70+ companies per Forbes
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- Type
- fund
- Notes
- Koch principal-investment arm (e.g., iconectiv deal 2025)
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- Type
- fund
- Notes
- Real-estate investing arm; launched Edged Data Centers
Private deals
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- In full
- Georgia-Pacific $800M reinvestment in Alabama River Cellulose mill (Perdue Hill, AL) and $140M in Englehart, Ontario OSB mill
- Date
- 2025
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- In full
- Koch, Inc. affiliate KREI West St. Investments disposed of its 2,000,000-share position in Goldman Sachs Real Estate Finance Trust
- Date
- 2025-03-03
Real estate
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- Type
- primary residence (long-held; no recent transaction reported)
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- Type
- residence (long-held; date/price not reported)
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- Type
- residence (long-held; date/price not reported)
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- Type
- 340,000-acre ranch SOLD by Koch subsidiary Matador Cattle Company to Rupert Murdoch and Jerry Hall (as of 2021)
- Price
- $200 million
- Date
- 2021-12
- Via
- Matador Cattle Company (Koch subsidiary)
Trophies
Legal & regulatory
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- In full
- Georgia-Pacific paper mill in Crossett, Arkansas: waste-disposal and community cancer-cluster allegations documented in 2016 film 'Company Town' (older; flagged)
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- In full
- Historic enforcement: Koch paid >$400M in fines/penalties 1999-2003, including a $296M 1999 Texas jury verdict over the 1996 Lively, TX pipeline explosion (older; flagged)
Giving
Research gaps: No verified SEC CIK for Charles G. Koch individually (EDGAR 'Koch Charles' hits are other people). Ownership percentages from Forbes/Wikipedia; Wikipedia says David Koch's heirs hold 42% (Forbes says left to widow Julia Koch). No recent (2021+) personal real-estate transactions verified; homes listed without dates. No 2024-2026 lawsuits/regulatory actions against Koch units could be verified (web-search budget exhausted); policy list relies on older items. Closing status of iconectiv and Smiths Interconnect deals unverified. Public-equity positions are 13F values, not % stakes. Koch Quantitative Trading LP (CIK 1278744) not confirmed as Koch-affiliated and omitted.
Prices via Finnhub · as of Sep 24, 2026 4:00 PM ET. For information only.
What to watch
More
- In full
- Koch, Inc. 13F-HR for Q3 2026 (due ~mid-Nov 2026; Q2 filed 2026-08-13) - watch public-equity moves (Marvell, Compass Minerals, Getty, Ibotta)
- When
- ~2026-11-16
More
- In full
- Closing/integration of Koch Equity Development's iconectiv acquisition and Molex's Smiths Interconnect deal (closing status not verified)