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.
Apollo Global Management, Inc. (NYSE: APO) files a range of documents with the U.S. Securities and Exchange Commission that shed light on its operations as a global alternative asset manager and retirement services provider. Its Form 8-K filings cover topics such as preliminary estimates of alternative net investment income, entry into material definitive agreements, securities offerings, compensation arrangements and changes in board composition.
Several recent Form 8-Ks describe how Apollo and its subsidiary Athene Holding Ltd. report preliminary estimates for alternative net investment income for specific quarters. These filings explain that alternative net investment income is a component of Spread Related Earnings used to assess the performance of the Retirement Services segment, and that Spread Related Earnings is a component of Segment Income, which management uses as a key performance measure for operating segments.
Other 8-K filings detail Apollo’s capital markets activity. The company has issued senior notes due 2031 and 2035 through underwritten public offerings, with related indentures and underwriting agreements filed as exhibits. Apollo also uses an automatic shelf registration statement on Form S-3 to facilitate offerings and has filed prospectus supplements covering the resale of common stock by selling stockholders.
Additional filings address executive compensation and governance, including restricted share unit grants to senior officers and deferral elections for equity awards, as well as the resignation of a board member. These documents outline vesting conditions, performance requirements and alignment with shareholder interests.
On Stock Titan’s SEC filings page for APO, users can review these filings as they are made available from EDGAR. AI-powered summaries can help explain key terms in Forms 8-K, registration statements, senior note indentures and related exhibits, highlighting how new debt issuances, equity awards, or preliminary performance metrics may relate to Apollo’s broader asset management and retirement services businesses. The page also provides a structured way to track Apollo’s ongoing regulatory disclosures and capital structure developments.
Apollo Global Management, Inc. is a global alternative asset manager and retirement services provider operating through three segments: Asset Management, Retirement Services and Principal Investing. As of December 31, 2025, Apollo managed $938.4 billion in assets under management.
The Asset Management segment focuses on credit and equity strategies, led by $749.2 billion in credit AUM across direct origination, asset-backed finance, opportunistic credit and multi-credit, and $189.2 billion in equity AUM spanning corporate private equity, hybrid value, secondaries, real estate and infrastructure. Apollo highlights long-term, contrarian, value-oriented investing with an emphasis on downside protection.
The Retirement Services segment is driven by Athene, which issues and reinsures annuities and funding agreements and invests primarily in high-grade fixed income assets. Athene reported about $8.6 billion of deployable capital as of December 31, 2025, supporting organic and inorganic growth, dividends to Apollo and ratings objectives. Apollo also manages substantial AUM for Athene and European platform Athora, and reports $535.6 billion of perpetual capital within total AUM.
Apollo Global Management, Inc. Chief Legal Officer Whitney Chatterjee reported a tax-related share disposition. On February 18, 2026, 4,899 shares of common stock were withheld by Apollo at $132.43 per share to cover tax obligations on equity awards under the 2019 Omnibus Equity Incentive Plan.
After this withholding, Chatterjee directly holds 136,490 shares of Apollo common stock. This reported amount includes 91,147 vested and unvested restricted stock units, each representing the contingent right to receive one share of common stock as the awards vest under their schedules.
Apollo Global Management, Inc. president and director James C. Zelter reported a tax-related share disposition on common stock. On February 18, 2026, 319 shares were withheld by Apollo to cover his tax obligations at $125.15 per share, a non-open-market transaction coded as a tax-withholding disposition.
After this event, Zelter directly owned 5,017,139 shares of common stock, which the disclosure states includes 4,873,964 vested and unvested RSUs granted under Apollo’s 2019 Omnibus Equity Incentive Plan. He also indirectly held Apollo common stock through entities over which he exercises voting and investment control: 372,473 shares via The James C. Zelter 2024 GRAT No. 1, 453,308 shares via The James C. Zelter 2025 GRAT No. 1, and 999,940 shares via Zelter APO Series LLC.
Apollo Global Management, Inc. Co-President John P. Zito reported a tax-related share disposition. On the reported date, 11,866 shares of common stock were withheld by Apollo to cover his tax obligations tied to equity awards, at an indicated price of $125.15 per share.
These shares relate to grants under the Apollo Global Management, Inc. 2019 Omnibus Equity Incentive Plan and were not an open-market sale. After this withholding, Zito’s reported direct holdings total 3,112,340 common shares, including 2,973,496 vested and unvested restricted stock units that convert into shares as they vest over time.
Apollo Global Management, Inc. Chief Financial Officer Kelly Martin reported a tax-related share disposition. On February 18, 2026, 3,629 shares of common stock at
Apollo Global Management, Inc. reported that Co-President Scott Kleinman had 2,048 restricted shares of common stock awarded to Heathcote Capital Partners LP on February 17, 2026, at a reference price of
Following this award, Heathcote Capital Partners LP held 77,879 shares of common stock. Kleinman also reported 4,676,291 shares of common stock held directly, including 4,651,303 restricted stock units granted under the same 2019 plan, plus additional indirect holdings through various LLCs and family trusts, over which he generally exercises voting and investment control, except for KRT Delaware LLC where beneficial ownership is disclaimed.
Apollo Global Management, Inc. reported that its subsidiary Athene Holding Ltd. will host a Fixed Income Investor call on February 19, 2026 at 10:00 a.m. ET. Athene’s senior management will discuss current business trends, new business origination, the investment portfolio, and capital.
The call can be accessed via a live webcast and replay on Athene’s investor relations website at ir.athene.com, or by phone using the listed domestic and international numbers. Athene has also made an accompanying investor presentation available on its website for participants and other interested investors.
Apollo Global Management, Inc. executive Grant Kvalheim, CEO of Athene Holding Ltd., reported a tax-related share disposition. On this Form 4, 5,042 shares of Apollo common stock were withheld at $132.43 per share to cover his tax obligations arising from an equity award.
After this withholding, Kvalheim’s direct holdings total 2,171,518 shares of Apollo, which includes 471,812 vested and unvested restricted stock units that represent a contingent right to receive additional shares under the company’s equity plan.
Apollo Global Management director and officer James Richard Belardi reported a combination of option exercise and tax-related share withholding. On
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Apollo Global Management director and officer James Richard Belardi reported an equity award of 41,892 restricted stock units (RSUs) of common stock on February 10, 2026, at a price of $0 per unit, bringing his directly held common stock to 76,313 shares.
Each RSU represents the contingent right to receive one Apollo share as it vests under the applicable award agreement, assuming he remains in service through the vesting dates. The filing notes that reported amounts were adjusted for a transfer of 41,892 RSUs from his direct holdings to the James and Leslie Belardi Family Trust, and that this trust now holds 128,647 vested and unvested RSUs.
Belardi also reports substantial indirect holdings of Apollo common stock through various family trusts and investment entities, including 236,052 shares held by the Belardi 2019 GST Non-Exempt Descendants Trust and 1,870,597 shares held by JB Athene Investments, LLC, along with additional positions through other related entities and family members.