Apollo CFO gifts 1,300 shares, retains stake
Apollo Global Management, Inc. Chief Financial Officer Kelly Martin reported a bona fide gift of 1,300 shares of common stock on 2026-06-09.
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Form Type
4
Rhea-AI Filing Summary
Apollo Global Management, Inc. Chief Financial Officer Kelly Martin reported a bona fide gift of 1,300 shares of common stock on 2026-06-09. The gift carried a reported price of $0.00 per share, indicating no sale proceeds.
After the gift, Martin directly holds 399,767 shares of Apollo common stock, which includes 304,581 vested and unvested restricted stock units granted under the company’s 2019 Omnibus Equity Incentive Plan. He also indirectly holds 25,035 shares through the 2025 Martin Kelly Gift Trust, over which he has sole voting and investment control.
Insider Trade Summary
1,300 shares gifted
Gift
2 txns
Insider
Kelly Martin
Role
Chief Financial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 1,300 | $0.00 | $0.00 |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 399,767 shares (Direct);
Common Stock — 25,035 shares (Indirect, 2025 Martin Kelly Gift Trust)
Footnotes (2)
- F1. Reported amount includes 304,581 vested and unvested restricted stock units ("RSUs") granted under the Apollo Global Management, Inc. 2019 Omnibus Equity Incentive Plan (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.
- F2. Held by the 2025 Martin Kelly Gift Trust, a trust over which the reporting person exercises sole voting and investment control, and for which members of the reporting person's immediate family are the beneficiaries.
Key Figures
Gifted shares: 1,300 shares
Direct holdings after transaction: 399,767 shares
Indirect holdings via trust: 25,035 shares
+2 more
5 metrics
Gifted shares
1,300 shares
Bona fide gift of common stock on 2026-06-09
Direct holdings after transaction
399,767 shares
Common stock directly held following the gift
Indirect holdings via trust
25,035 shares
Common stock held by 2025 Martin Kelly Gift Trust
RSUs included in direct amount
304,581 RSUs
Vested and unvested RSUs under 2019 Omnibus Equity Incentive Plan
Gift transaction price
$0.00 per share
Reported price for the 1,300-share bona fide gift
Key Terms
restricted stock units ("RSUs"), 2019 Omnibus Equity Incentive Plan, bona fide gift, contingent right, +1 more
5 terms
restricted stock units ("RSUs") financial
"Reported amount includes 304,581 vested and unvested restricted stock units ("RSUs") granted under the Apollo Global Management, Inc. 2019 Omnibus Equity Incentive Plan"
Restricted stock units (RSUs) are a company promise to give an employee shares of stock (or cash equivalent) in the future, but only after certain conditions—usually staying with the company for a set time or hitting performance goals—are met. Investors watch RSUs because when they vest they increase the number of shares outstanding and can lead insiders to sell shares, affecting share price, company dilution and the true cost of employee pay.
2019 Omnibus Equity Incentive Plan financial
"RSUs granted under the Apollo Global Management, Inc. 2019 Omnibus Equity Incentive Plan (the "Plan")"
bona fide gift financial
"transaction_code_description": "Bona fide gift""
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
contingent right financial
"Each RSU represents the contingent right to receive, in accordance with the issuance schedule"
vesting date financial
"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
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did Apollo (APO) CFO Kelly Martin report?
Kelly Martin reported a bona fide gift of 1,300 shares of Apollo common stock. The transaction was coded as a gift with a reported price of $0.00 per share, meaning there were no sale proceeds involved in this disposition.
Does Apollo (APO) CFO Kelly Martin have any indirect holdings after this Form 4?
Yes. In addition to his direct holdings, Kelly Martin indirectly holds 25,035 Apollo shares through the 2025 Martin Kelly Gift Trust. He exercises sole voting and investment control over this trust, while members of his immediate family are the beneficiaries.
What does the ‘bona fide gift’ code mean in Kelly Martin’s Apollo (APO) Form 4?
The transaction is coded as a bona fide gift, indicating shares were transferred without consideration as a personal gift. This is not an open‑market sale and therefore does not generate proceeds, distinguishing it from typical buy or sell transactions.
What role do RSUs play in Kelly Martin’s Apollo (APO) equity position?
Kelly Martin’s reported direct holdings include 304,581 restricted stock units granted under Apollo’s 2019 Omnibus Equity Incentive Plan. Each RSU can settle into one share of common stock as it vests, subject to continued service through the applicable vesting dates.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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