Apollo Global Management, Inc. filings document recurring disclosure for an alternative asset manager with asset management and retirement services operations. Recent 8-K filings cover results of operations, earnings presentations, dividend declarations, Regulation FD materials for Athene, and capital-structure activity involving senior notes, preferred stock, subordinated notes, and common stock.
Proxy materials describe shareholder voting matters and governance, including board structure and director-related disclosures. The filing record also documents Apollo's registered NYSE securities, material definitive agreements, financing uses, segment measures, and Athene investment-portfolio disclosures.
Apollo Global Management, Inc. (APO) estimates alternative net investment income of approximately $375 million (pre-tax) for the third quarter ended September 30, 2026, equating to an estimated 10% annualized return on alternative net investments. Athene Holding Ltd., an Apollo subsidiary, estimates a 9% annualized return on its investment in a pooled investment vehicle holding the large majority of its alternative investments portfolio, and an 11% annualized return on its other alternative investments, including investments in retirement services platforms.
Alternative net investment income is part of Spread Related Earnings, which is used to assess Retirement Services segment performance; Spread Related Earnings is also a component of Segment Income, management’s key measure for evaluating operating segments. Apollo scheduled its quarterly earnings release and financial supplement for November 3, 2026. The estimates are preliminary, prepared before completion of quarter-end financial closing procedures, and actual results may differ, possibly materially. Apollo’s independent registered public accounting firm has not audited, reviewed, compiled or performed procedures on these estimates. They are not a substitute for U.S. GAAP financial statements and should not be interpreted as indicative of future performance.
Apollo Global Management, Inc. (APO) reports that its subsidiary Athene Holding Ltd. has made available a presentation titled “Athene Asset Risk & Stress Considerations, September 2026 Update” on Athene’s investor relations website at ir.athene.com. The company states that this information is being furnished under Regulation FD and is not deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 or incorporated by reference into Securities Act or Exchange Act filings unless specifically referenced.
Apollo Global Management, Inc. (APO) insider James Richard Belardi reported a bona fide gift transfer of 38,605 shares of common stock on September 10, 2026, at a reported price of $0 per share, leaving him with 37,708 shares held directly.
He also reports substantial indirect holdings, including shares held by multiple JB Athene Investments LLC entities, several GRATs and family trusts, and accounts for his son, daughter and mother. Indirect amounts include 147,813 shares in the Belardi 2026 GRAT and 99,393 shares in the James and Leslie Belardi Family Trust, of which 71,157 are RSUs. He disclaims beneficial ownership of indirectly held securities except to the extent of his pecuniary interest, and no Rule 10b5-1 trading plan is reported.
Apollo Global Management, Inc. (APO) filed an amended Form D for an exempt private offering of equity securities under Regulation D Rule 506(b). The notice reports that a total of $69,074,536 has been sold in this offering. The offering relates to issuances of restricted shares held by employees' estate planning vehicles or former employees in respect of certain vested performance fee rights granted during employment. The first sale in this offering occurred on 2022-08-16. Apollo identifies itself in the banking and financial services industry (investing) with annual revenue of over $100,000,000. No finders' fees are reported for this offering, and the exemption claimed is based on Rule 506(b) rather than a registered public sale.
Apollo Global Management, Inc. (APO) announced that it has made an “Apollo Multi-Asset Prime Securities (AMAPS) Overview Presentation” available on the Investor Relations section of its website at ir.apollo.com. This communication is provided as a Regulation FD Disclosure to ensure broad, non-selective access to information.
The AMAPS presentation is being furnished, not filed, under the Securities Exchange Act of 1934. It is therefore not subject to the liability provisions of Section 18 and will not be incorporated by reference into Securities Act or Exchange Act filings unless specifically referenced in a future filing.
Apollo Global Management, Inc.’s Chief Financial Officer, Kelly Martin, reported two transactions in common stock on August 14, 2026. Martin made a bona fide gift of 1,534 shares and separately sold 3,000 shares at $140.845 per share, both from direct holdings. An additional 25,035 shares are held indirectly through the 2025 Martin Kelly Gift Trust, over which Martin has sole voting and investment control. A footnote also states that Martin’s reported holdings include 304,581 vested and unvested restricted stock units (RSUs) granted under Apollo’s 2019 Omnibus Equity Incentive Plan, each representing a contingent right to one share of common stock upon vesting.
LDB 2025 LLC, an investment vehicle for trusts benefiting Leon D. Black’s family members, reports beneficial ownership of 3,000,000 shares of Apollo Global Management, Inc. common stock, representing 0.51% of the outstanding shares based on 590,543,159 shares outstanding as of August 5, 2026. LDB 2025 LLC holds these shares directly with sole voting and dispositive power.
On July 29, 2026, LDB 2025 LLC received the 3,000,000 shares as a contribution from members of LDB 2014 LLC. On August 13, 2026, it became a party to a Stockholders Agreement with Apollo and other principals, which includes board nomination rights, voting commitments among principals, executive committee seats tied to a $400 million or 10 million-share Ownership Threshold, information rights, office space and support, and detailed registration rights, including demand and piggyback registration.
LDB 2025 LLC also entered into a Variable Share Forward Transaction with Wells Fargo Bank, pledging 2,000,000 shares as collateral while retaining voting and ordinary dividend rights so long as no default occurs. The number of shares (or equivalent cash) ultimately deliverable depends on Apollo’s future share price relative to a floor and cap price. As part of the Stockholders Agreement group, related parties may be deemed to beneficially own 146,753,672 shares, or 24.9% of Apollo’s common stock, though LDB 2025 LLC disclaims beneficial ownership of other parties’ shares.
LDB 2025 LLC filed an initial ownership report for Apollo Global Management, Inc. It reports direct ownership of 3,000,000 shares of Common Stock and a derivative position via a variable share forward transaction covering up to 2,000,000 underlying shares. As part of this forward, LDB 2025 LLC pledged 2,000,000 shares of Common Stock as collateral, retaining voting and ordinary dividend rights during the pledge term, subject to certain dividend-related payments. Settlement mechanics reference a floor price, cap price and volume-weighted average price formulas, and may be satisfied in shares or, at the reporting person’s election under specified conditions, cash.
Martin B. Kelly filed a notice to sell 3,000 shares of Apollo Global Management, Inc. common stock through Wells Fargo Clearing Services on the NYSE, with an expected sale date of 08/14/2026. These shares were acquired as compensation on 02/11/2026. The filing also reports that 7,000 shares were sold on 05/14/2026 for 942,514.30.
Apollo Global Management, Inc. reports that its subsidiary Athene Holding Ltd. will host a Fixed Income Investor call on August 13, 2026 at 9:00 a.m. ET. Athene’s senior management plans to provide an update on current business trends, new business origination, the investment portfolio, and capital.
A live webcast and replay will be available via the Investor Relations section of Athene’s website, and investors may also participate by phone using the provided domestic and international dial-in numbers. A supporting investor presentation has been posted on Athene’s Investor Relations website. The disclosure is furnished under Regulation FD and is not deemed filed for liability purposes under the Exchange Act.