Scott Kleinman of Apollo (NYSE: APO) granted 2,048 restricted shares
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
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 $129.23 per share. These restricted shares were issued under the Apollo Global Management, Inc. 2019 Omnibus Equity Incentive Plan for Estate Planning Vehicles and vest in installments, subject to continued service.
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
11 transactions reported
Mixed
11 txns
Insider
KLEINMAN SCOTT
Role
Co-President (See Remarks)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock | 2,048 | $129.23 | $265K |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
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Holdings After Transaction:
Common Stock — 77,879 shares (Indirect, Heathcote Capital Partners LP);
Common Stock — 4,676,291 shares (Direct)
Footnotes (1)
- Represents restricted shares of common stock of the Issuer issued under the Apollo Global Management, Inc. 2019 Omnibus Equity Incentive Plan for Estate Planning Vehicles. The restricted shares vest in installments in accordance with the terms of the applicable award agreement, provided the reporting person remains in service through the applicable vesting date. Held by Heathcote Capital Partners LP, a vehicle directly and indirectly owned by the reporting person, his spouse and certain family trusts and over which the reporting person exercises voting and investment control. Reported amount includes 4,651,303 vested and unvested restricted stock units ("RSUs") granted under the Apollo Global Management, Inc. 2019 Omnibus Equity Incentive Plan. Each RSU represents the contingent right to receive, in accordance with the issuance schedule set forth in the applicable RSU award agreement, one share of common stock of the Issuer for each vested RSU. The RSUs vest in installments in accordance with the terms of the applicable RSU award agreement, provided the reporting person remains in service through the applicable vesting date. Held by KRT Investments LLC, a vehicle that is owned by a family trust and over which the reporting person exercises voting and investment control. Held by KRT Investments VII LLC, a vehicle that is owned by the reporting person and indirectly by a family trust and over which the reporting person exercises voting and investment control. Held by KRT Investments IX LLC, a vehicle that is owned by the reporting person and indirectly by a family trust and over which the reporting person exercises voting and investment control. Held by KRT Delaware LLC. The reporting person disclaims beneficial ownership of the securities indirectly or directly held by KRT Delaware LLC reported herein and this report shall not be deemed to be an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Held by HCM APO Series LLC, Series A, a vehicle directly and indirectly wholly owned by the reporting person over which the reporting person exercises voting and investment control. Held by HCM APO Series LLC, Series B, a vehicle directly and indirectly wholly owned by the reporting person over which the reporting person exercises voting and investment control. Held by HCM APO Series LLC, Series C, a vehicle directly and indirectly wholly owned by the reporting person over which the reporting person exercises voting and investment control. Held by KFGT LLC, a vehicle that is owned by a family trust and over which the reporting person exercises voting and investment control. Reported amount includes shares previously reported as held by the Kleinman Family GST - Exempt Trust (formerly known as The Kleinman Children's Trust). Such shares were contributed in kind without consideration and without a change in pecuniary interest from the Kleinman Family GST - Exempt Trust to KFGT LLC, which is a wholly owned subsidiary of Kleinman Family GST - Exempt Trust. Held by KDGT LLC, a vehicle that is owned by a family trust over which the reporting person exercises voting and investment control. Reported amount includes shares previously reported as held by the Kleinman Descendant's GST-Exempt Trust. Such shares were contributed in kind without consideration and without a change in pecuniary interest from the Kleinman Descendant GST - Exempt Trust to KDGT LLC, which is a wholly owned subsidiary of the Kleinman Descendant GST - Exempt Trust.
FAQ
What insider transaction did APO’s Scott Kleinman report on February 17, 2026?
Scott Kleinman reported an award of 2,048 restricted shares of Apollo common stock to Heathcote Capital Partners LP. The shares were valued at $129.23 each and issued under Apollo’s 2019 Omnibus Equity Incentive Plan for Estate Planning Vehicles, vesting in installments subject to continued service.
What direct holdings did Scott Kleinman report in Apollo (APO) common stock?
Scott Kleinman reported 4,676,291 Apollo common shares held directly as of the transaction date. This amount includes 4,651,303 vested and unvested restricted stock units granted under Apollo’s 2019 Omnibus Equity Incentive Plan, each RSU representing a contingent right to receive one share upon vesting.
How do the reported RSUs affect Scott Kleinman’s Apollo (APO) position?
The filing states that 4,651,303 of Scott Kleinman’s directly reported Apollo shares are restricted stock units. Each RSU converts into one share of common stock upon vesting under set schedules, assuming he remains in service through the applicable vesting dates in the award agreements.
What does the filing say about KRT Delaware LLC’s Apollo (APO) holdings?
Shares held by KRT Delaware LLC are reported with a specific disclaimer. The filing states Scott Kleinman disclaims beneficial ownership of securities held by KRT Delaware LLC and that the report should not be viewed as an admission that he is their beneficial owner for Section 16 or any other purpose.