Welcome to our dedicated page for Apollo Global Mgmt SEC filings (Ticker: APO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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James C. Zelter, President and a director of Apollo Global Management, reported a tax-related disposition and continuing substantial beneficial ownership of Apollo (APO) common stock. On 08/07/2025 a total of 2,656 shares were either sold or withheld to satisfy tax withholding obligations at a reported price of $145.87.
Following that transaction the reporting person beneficially owned 5,049,287 shares. The reported holdings explicitly include 4,876,126 vested and unvested restricted stock units granted under the Apollo 2019 Omnibus Equity Incentive Plan, and indirect interests of 999,940 shares via Zelter APO Series LLC, 161,232 via The James C. Zelter 2023 GRAT No. 1, and 621,165 via The James C. Zelter 2024 GRAT No.1.
Apollo Global Management is offering $500,000,000 of 5.150% senior notes due August 12, 2035, with interest payable semi鈥慳nnually on February 12 and August 12 beginning February 12, 2026. The notes will bear interest from August 12, 2025, are being sold at 99.760% of par (net proceeds approximately $495.55 million after a 0.65% underwriting discount) and are issued in book鈥慹ntry form in $2,000 denominations.
The notes will be unconditionally guaranteed on a joint and several basis by specified Apollo holding鈥慶ompany entities but not by Athene or operating businesses that generate significant fees, and will rank equally with other unsecured, unsubordinated indebtedness, be senior to subordinated debt and be structurally subordinated to obligations of non鈥慻uarantor subsidiaries. Apollo intends to use proceeds for general corporate purposes, including to repay all outstanding Bridge Senior Notes and certain Bridge LLC indebtedness upon consummation of the Bridge Acquisition. The notes will not be listed and there is currently no public market.
Form 4 highlights: On 08/06/2025 Apollo Global Management (APO) Chief Legal Officer Whitney Chatterjee sold 4,500 common shares in the open market, coded 鈥淪鈥�. The weighted-average price was $146.0331, with individual trades ranging from $145.66 to $146.365.
Post-sale beneficial ownership stands at 83,192 shares, which includes 54,997 restricted stock units (RSUs) that vest over time under the 2019 Omnibus Equity Incentive Plan. Ownership remains classified as direct. No derivative security transactions were reported.
The disposition represents roughly US $0.66 million in gross proceeds and reduces the executive鈥檚 directly held common shares by about 5% (based on prior total of 87,692). Given Apollo鈥檚 multibillion-dollar market capitalization, the transaction is immaterial to the company鈥檚 fundamentals but may be monitored by investors tracking insider sentiment.
Apollo Global Management, Inc. (NYSE: APO) filed a Form 8-K (Item 7.01) to announce that subsidiary Athene Holding Ltd. has posted a presentation entitled 鈥�Athene Asset Portfolio: Risk & Stress Considerations Update 鈥� August 2025鈥� on its investor-relations website. The notice is strictly a Regulation FD disclosure; no financial statements, earnings figures or transaction details accompany the filing. Because the material is furnished, not filed, it is exempt from Exchange Act 搂18 liability and will not be automatically incorporated into future SEC documents. Other than providing investor access to the slide deck, the 8-K reports no additional corporate events.