Apollo (APO) CLO has 4,899 shares withheld to cover tax obligations
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Chatterjee Whitney
Role
Chief Legal Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock | 4,899 | $132.43 | $649K |
Holdings After Transaction:
Common Stock — 136,490 shares (Direct)
Footnotes (1)
- Consists of shares withheld by the Issuer to satisfy the tax withholding obligations of the reporting person arising in connection with share awards that were granted under the Apollo Global Management, Inc. 2019 Omnibus Equity Incentive Plan (the "Plan"). Reported amount includes 91,147 vested and unvested restricted stock units ("RSUs") granted under the 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.
FAQ
What insider transaction did Apollo Global (APO) report for Whitney Chatterjee?
Apollo Global reported a tax-withholding disposition for Chief Legal Officer Whitney Chatterjee. On February 18, 2026, 4,899 Apollo common shares were withheld by the company at $132.43 per share to satisfy tax obligations arising from equity awards granted under its 2019 Omnibus Equity Incentive Plan.
Was Whitney Chatterjee’s Apollo (APO) Form 4 transaction an open-market sale?
The Form 4 does not show an open-market sale. The transaction is coded “F,” indicating shares were withheld by the issuer to pay tax liabilities from equity awards, rather than sold in the market, making this an administrative tax-withholding event rather than a discretionary share sale.
What role do restricted stock units play in Whitney Chatterjee’s Apollo (APO) holdings?
Chatterjee’s reported holdings include 91,147 restricted stock units granted under Apollo’s 2019 Omnibus Equity Incentive Plan. Each RSU entitles the holder to one share of common stock upon vesting, provided the service requirement through the applicable vesting date is satisfied under the award agreements.
What does transaction code “F” mean in the Apollo (APO) Form 4 filing?
Transaction code “F” indicates a payment of exercise price or tax liability by delivering securities. In this case, Apollo Global withheld 4,899 shares from Whitney Chatterjee’s equity awards to satisfy tax withholding obligations, rather than her selling those shares in an open-market transaction.