# EDGAR Filing Document

**Accession Number:** 0000004904
**File Stem:** 0000004904-25-000069
**Filing Date:** 2025-6
**Character Count:** 16380
**Document Hash:** c0a491a2c254c98669590ef855e6f83f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000004904-25-000069.hdr.sgml**: 20250609

**ACCESSION NUMBER**: 0000004904-25-000069

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 15

**CONFORMED PERIOD OF REPORT**: 20250605

**ITEM INFORMATION**: Entry into a Material Definitive Agreement

**ITEM INFORMATION**: Regulation FD Disclosure

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20250609

**DATE AS OF CHANGE**: 20250609

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AMERICAN ELECTRIC POWER CO INC
- **CENTRAL INDEX KEY:** 0000004904
- **STANDARD INDUSTRIAL CLASSIFICATION:** ELECTRIC SERVICES [4911]
- **ORGANIZATION NAME:** 01 Energy & Transportation
- **EIN:** 134922640
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-03525
- **FILM NUMBER:** 251034425

**BUSINESS ADDRESS:**
- **STREET 1:** 1 RIVERSIDE PLAZA
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43215
- **BUSINESS PHONE:** 614-716-1000

**MAIL ADDRESS:**
- **STREET 1:** 1 RIVERSIDE PLAZA
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43215

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** KINGSPORT UTILITIES INC
- **DATE OF NAME CHANGE:** 19660906
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AEP Transmission Company, LLC
- **CENTRAL INDEX KEY:** 0001702494
- **STANDARD INDUSTRIAL CLASSIFICATION:** ELECTRIC SERVICES [4911]
- **ORGANIZATION NAME:** 01 Energy & Transportation
- **EIN:** 461125168
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 333-217143
- **FILM NUMBER:** 251034426

**BUSINESS ADDRESS:**
- **STREET 1:** 1 RIVERSIDE PLAZA
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43215-2373
- **BUSINESS PHONE:** 614-716-1000

**MAIL ADDRESS:**
- **STREET 1:** 1 RIVERSIDE PLAZA
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43215-2373

?xml version='1.0' encoding='ASCII'? aep-20250605

**UNITED STATES**

**SECURITIES AND EXCHANGE COMMISSION**

**WASHINGTON, D.C. 20549**

**FORM 8-K** 

**CURRENT REPORT**

**PURSUANT TO SECTION 13 OR 15(D) OF THE**

**SECURITIES EXCHANGE ACT OF 1934**

Date of report (Date of earliest event reported) <u>June 5, 2025</u>

**AMERICAN ELECTRIC POWER COMPANY, INC.**

(Exact Name of Registrant as Specified in Its Charter)

---

| | | |
|:---|:---|:---|
| **New York** | **1-3525** | **13-4922640** |
| (State or Other Jurisdiction of | (Commission File Number) | (IRS Employer Identification |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Incorporation) |  | No.) |
| **AEP TRANSMISSION COMPANY, LLC** | **AEP TRANSMISSION COMPANY, LLC** | **AEP TRANSMISSION COMPANY, LLC** |
| **Delaware** | **333-217143** | **46-1125168** |
| (State or Other Jurisdiction of | (Commission File Number) | (IRS Employer Identification |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Incorporation) |  | No.) |

---

1 Riverside Plaza, <u>Columbus,</u> <u>OH</u> 43215 <br> (Address of Principal Executive Offices) (Zip Code)

(Registrant's Telephone Number, Including Area Code) (614) 716-1000 <br>    

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

---

| | | | |
|:---|:---|:---|:---|
| Registrant | Title of each class | Trading Symbol(s) | Name of each exchange on which registered |
| American Electric Power Company, Inc. | Common Stock, $6.50 par value | AEP | The NASDAQ Stock Market LLC |

---

------

---

| | |
|:---|:---|
| Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). | Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). |
| Emerging growth company | ☐ |
| If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. | If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. |
| | □ |

---

------

**Item 1.01&nbsp;&nbsp;&nbsp;&nbsp;Entry into a Material Definitive Agreement.**

As previously disclosed, on January 9, 2025, AEP Transmission Company, LLC ("AEP Transmission"), a wholly owned subsidiary of American Electric Power Company, Inc. ("AEP"), along with Midwest Transmission Holdings, LLC (the "Company"), a newly formed wholly owned subsidiary of AEP Transmission that owns all of the issued and outstanding stock of each of AEP Indiana Michigan Transmission Company, Inc., and AEP Ohio Transmission Company, Inc., entered into a Contribution Agreement (the "Contribution Agreement") with Olympus BidCo L.P. ("Investor"), a special purpose entity controlled by (i) investment funds managed by or affiliated with Kohlberg Kravis Roberts & Co. L.P. and (ii) Public Sector Pension Investment Board, pursuant to which the Company agreed to issue to Investor at the closing (the "Closing"), and Investor agreed to acquire from the Company, certain newly issued membership interests of the Company, such that Investor will own 19.9% of the issued and outstanding membership interests of the Company, for a purchase price of $2,820,000,000. The parties to the Contribution Agreement consummated the Closing on June 5, 2025.

On June 5, 2025, pursuant to the terms of the Contribution Agreement and in connection with the Closing, Investor, the Company and AEP Transmission entered into an Amended and Restated Limited Liability Company Agreement of the Company (the "LLC Agreement"). The LLC Agreement is effective from and after the Closing, and contains rights and obligations of the Company, AEP Transmission and Investor pertaining to the governance of the Company, certain transfer restrictions and other transfer rights with respect to the Company's equity, capital contributions to and distributions from the Company, significant corporate events involving the Company and its subsidiaries (including certain investor protections, including, among other things, requiring Investor approval for the Company to take certain major actions), and other similar matters affecting AEP Transmission's and Investor's respective interests in the Company. Under the LLC Agreement, Investor is entitled to appoint two directors to the board of managers of the Company (the "Board") so long as Investor (together with its Affiliates (as defined in the LLC Agreement)) holds at least a 17.5% Percentage Interest (as defined in the LLC Agreement). In connection with the Closing, Investor appointed two managers to the Board, such that the Board is now comprised of eleven directors, two appointed by Investor and nine appointed by AEP Transmission.

**Item 7.01&nbsp;&nbsp;&nbsp;&nbsp;Regulation FD Disclosure.**

On June 5, 2025, AEP issued a press release announcing the Closing. A copy of the press release is attached as Exhibit 99.1 hereto and incorporated herein by reference.

The information furnished herewith pursuant to Item 7.01 of this Current Report on Form 8-K, including Exhibit 99.1, shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any filing made by AEP under the Exchange Act or the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in such a filing.

**Item 9.01&nbsp;&nbsp;&nbsp;&nbsp;Financial Statements and Exhibits.**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;

---

| | |
|:---|:---|
| 99.1 | <u>[American Electric Power Company, Inc. press release, dated June 5](a06-2025olympuspressreleas.htm)[, 2025](a06-2025olympuspressreleas.htm)</u> (furnished pursuant to Item 7.01). |
| 104 | Cover Page Interactive Data File - The cover page iXBRL tags are embedded within the inline XBRL document. |

---

------

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

---

| | |
|:---|:---|
| AMERICAN ELECTRIC POWER COMPANY, INC. | AMERICAN ELECTRIC POWER COMPANY, INC. |
| AEP TRANSMISSION COMPANY, INC. | AEP TRANSMISSION COMPANY, INC. |
| By: | <u>/s/ David C. House</u> |
| Name: | David C. House |
| Title | Assistant Secretary |

---

June 9, 2025

## Exhibit 99.1

Exhibit 99.1

---

| | |
|:---|:---|
| ![aepearningsreleaselogoa10a.jpg](aepearningsreleaselogoa10a.jpg) | |
| ![aepearningsreleaselogoa10a.jpg](aepearningsreleaselogoa10a.jpg) | News from AEP |

---

**AEP Closes on Transmission Investment Strategic Partnership with KKR and PSP Investments**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• KKR and PSP Investments have jointly acquired a 19.9% equity interest investment in AEP's Ohio and Indiana Michigan transmission companies.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• The transaction proceeds will be used to support AEP's five-year, $54 billion capital plan.

**COLUMBUS, Ohio, June 5, 2025** - American Electric Power (Nasdaq: AEP), KKR and PSP Investments have completed the transaction announced in January 2025 for KKR and PSP Investments to jointly invest $2.82 billion for a 19.9% equity interest in AEP's Ohio and Indiana Michigan transmission companies. The 19.9% minority equity interest represents approximately 5% of AEP's total transmission rate base.

More than 20 gigawatts of new power demand is expected across AEP's footprint by the end of the decade. In addition, AEP continues to see further interest from almost 600 new and existing customers representing nearly 180 gigawatts of energy demand looking to connect to AEP's transmission system. This strategic partnership will enable further infrastructure development to support the growth opportunities in AEP's Indiana, Michigan and Ohio service territories. AEP will continue to operate and maintain these transmission facilities.

"AEP built the nation's largest transmission grid, and our position as an industry leader in the transmission space enabled us to attract world-class partners like KKR and PSP Investments that have a history of investing in and developing vital infrastructure projects," said **Bill Fehrman, AEP president and chief executive officer.** "Our customers and communities will benefit from the initial investment, which supports the execution of our five-year, $54 billion capital plan, and this strategic partnership will facilitate ongoing investment in the critical infrastructure needed to support our customers and enhance reliability in Indiana, Michigan and Ohio."

"We are honored that AEP has entrusted us to support their efforts to modernize their transmission systems in order to better meet increased customer demand and further enhance grid

------

reliability," said **Kathleen Lawler, managing director, KKR**. "We look forward to working closely alongside PSP Investments to bolster AEP's commitment to providing communities with reliable, affordable power."

"PSP Investments is pleased to strategically partner with AEP to support its ambitious growth plan that will reinforce its position as an industry leader in the transmission space," said **Michael Rosenfeld, managing director, Infrastructure Investments, PSP Investments.** "We look forward to participating in the development of critical transmission infrastructure in some of AEP's fastest-growing service territories and are excited to embark on this journey alongside KKR."

**<br>About AEP**

Our team at American Electric Power (Nasdaq: AEP) is committed to improving our customers' lives with reliable, affordable power. We are investing $54 billion from 2025 through 2029 to enhance service for customers and support the growing energy needs of our communities. Our nearly 16,000 employees operate and maintain the nation's largest electric transmission system with 40,000 line miles, along with more than 225,000 miles of distribution lines to deliver energy to 5.6 million customers in 11 states. AEP also is one of the nation's largest electricity producers with approximately 29,000 megawatts of diverse generating capacity. We are focused on safety and operational excellence, creating value for our stakeholders and bringing opportunity to our service territory through economic development and community engagement. Our family of companies includes AEP Ohio, AEP Texas, Appalachian Power (in Virginia, West Virginia and Tennessee), Indiana Michigan Power, Kentucky Power, Public Service Company of Oklahoma, and Southwestern Electric Power Company (in Arkansas, Louisiana, east Texas and the Texas Panhandle). AEP also owns AEP Energy, which provides innovative competitive energy solutions nationwide. AEP is headquartered in Columbus, Ohio. For more information, visit aep.com.

**About KKR**

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries. For additional information about KKR & Co. Inc. (NYSE: KKR), please visit KKR's website at www.kkr.com. For additional information about Global Atlantic Financial Group, please visit Global Atlantic Financial Group's website at www.globalatlantic.com.

**About PSP Investments**

The Public Sector Pension Investment Board (PSP Investments) is one of Canada's largest pension investors with $264.9 billion of net assets under management as of March 31, 2024. It manages a diversified global portfolio composed of investments in capital markets, private equity, real estate, infrastructure, natural resources, and credit investments. Established in 1999, PSP Investments manages and invests amounts transferred to it by the Government of Canada for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in Montréal and offices in New York, London and Hong Kong. For more information, visit investpsp.com or follow us on LinkedIn.

------

**<u>AEP Contacts</u>**

Media Relations – Tammy Ridout, 614-716-2347, mediarelations@aep.com

Investor Relations – Darcy Reese, 614-716-2614

**<u>PSP Investments Contact</u>**<br> Charles Bonhomme, 438-465-1260, media@investpsp.ca

**<u>KKR Contact</u>**

Liidia Liuksila, 212-750-8300, media@kkr.com

<br>