STOCK TITAN

Apple Hospitality (APLE) Director Reports Deferred Units and Share Purchase

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Apple Hospitality REIT director Jon A. Fosheim reported acquisitions and deferred stock unit credits on 08/29/2025. He acquired 1,101 common shares at a per-share value of $13.06, bringing his directly held common shares to 15,679. He also holds 41,574.934 shares indirectly through a family trust. The filing shows grants of 1,330 deferred stock units under the company’s Non-Employee Director Deferral Program and 600 deferred stock units credited as dividend equivalent rights; each unit is economically equivalent to one common share and is valued at $13.06 per share. The transactions reflect regular quarterly equity compensation for board service and voluntary deferrals with customary payout conditions.

Positive

  • None.

Negative

  • None.

Insights

TL;DR: Routine director compensation transactions; small direct purchase and deferred units, no material change to ownership control.

The Form 4 shows a director-level acquisition of 1,101 common shares at $13.06 and credits of deferred stock units totaling 1,930 units (1,330 regular credits and 600 dividend equivalents). Post-transaction direct beneficial ownership is reported at 15,679 shares while indirect ownership via a family trust is 41,574.934 shares. These amounts do not indicate a significant ownership shift or dilution event; they are consistent with periodic board compensation and deferral program mechanics.

TL;DR: Disclosure aligns with standard Section 16 reporting for director compensation and trust holdings; no governance concerns evident.

The filing discloses that the reporting person and spouse serve as co-trustees and beneficiaries of the family trust, explaining the indirect holdings. Deferred Stock Units are payable under elected plan terms and include change-in-control and death/disability provisions. All material elements required by Form 4 appear reported: transaction codes, amounts, pricing reference, and the nature of indirect ownership, indicating compliance with reporting obligations.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Fosheim Jon A

(Last) (First) (Middle)
814 EAST MAIN STREET

(Street)
RICHMOND VA 23219

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Apple Hospitality REIT, Inc. [ APLE ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
08/29/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Shares 08/29/2025 A(1) 1,101 A $13.06(2) 15,679 D
Common Shares 41,574.934 I By Family Trust(3)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Deferred Stock Units (4) 08/29/2025 A 1,330(5) (6) (6) Common Shares 1,330 $13.06 33,996 D
Deferred Stock Units (4) 08/29/2025 J 600(7) (6) (6) Common Shares 600 $13.06 34,596 D
Explanation of Responses:
1. Quarterly payment of equity component of quarterly retainer fee for serving on the Board of Directors of Apple Hospitality REIT, Inc.
2. Per share value is the closing price for the Company's common shares on the New York Stock Exchange on August 29, 2025.
3. The reporting person and his spouse are co-trustees and beneficiaries of the Trust.
4. Each Deferred Stock Unit is economically equivalent to one share of Common Stock.
5. Deferred Stock Units credited to the reporting person under the Apple Hospitality REIT, Inc. Amended and Restated Non-Employee Director Deferral Program (the "Deferral Plan"), under the Apple Hospitality REIT, Inc. 2024 Omnibus Incentive Plan, which includes voluntary deferred compensation.
6. The Deferred Stock Units credited under the Deferral Plan are generally payable in the form elected or provided under the Deferral Plan on the earlier of (i) the date or event elected by the reporting person, or (ii) upon death, disability or change in control as defined under the Deferral Plan.
7. Represents Deferred Stock Units granted pursuant to dividend equivalent rights on previously awarded Deferred Stock Units.
/s/ Kelly C. Clarke, Attorney-in-fact 09/03/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What transactions did APLE director Jon A. Fosheim report on Form 4?

He acquired 1,101 common shares at a per-share value of $13.06 and received 1,330 deferred stock units plus 600 dividend-equivalent deferred stock units on 08/29/2025.

How many APLE shares does Jon A. Fosheim beneficially own after the reported transactions?

Direct ownership: 15,679 common shares; Indirect ownership: 41,574.934 common shares held by a family trust.

Why were deferred stock units credited to the reporting person?

They represent the equity component of director compensation under the Apple Hospitality REIT Non-Employee Director Deferral Program and include voluntary deferrals and dividend equivalents.

What is the value per share used in the Form 4?

$13.06 per share, stated as the closing price on the NYSE on August 29, 2025.

Are the deferred stock units equivalent to common shares for reporting?

Yes. Each Deferred Stock Unit is economically equivalent to one share of Common Stock and is reported as such.
Apple Hospitality Reit Inc

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2.95B
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REIT - Hotel & Motel
Real Estate Investment Trusts
Link
United States
RICHMOND