Apollo CEO Rowan gifts 140,000 shares
Apollo Global Management, Inc. director and Chief Executive Officer Marc J. Rowan reported a bona fide gift of 140,000 shares of Apollo common stock on May 8, 2026.
Rhea-AI Filing Summary
Apollo Global Management, Inc. director and Chief Executive Officer Marc J. Rowan reported a bona fide gift of 140,000 shares of Apollo common stock on May 8, 2026. The shares were transferred at a reported price of $0.00 per share, reflecting a non-cash, charitable or personal gift transfer rather than a market sale.
Following the gift, Rowan’s direct holdings stand at 1,552,160 common shares. The filing also lists several indirect holdings through estate planning and family-related entities, including MJR Foundation LLC, RWN Management, LLC, RWNM-VPF LLC, MJR-VPF LLC, MJR 09FT-VPF LLC, and MJR-09FT-2A LLC, for which he exercises voting and investment control.
Positive
- None.
Negative
- None.
Insider Trade Summary
140,000 shares gifted
Gift
7 txns
Insider
ROWAN MARC J
Role
Chief Executive Officer and
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 140,000 | $0.00 | $0.00 |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 1,552,160 shares (Direct);
Common Stock — 32,506,656 shares (Indirect, See Footnote)
Footnotes (6)
- F1. By MJR Foundation LLC, an estate planning vehicle for which voting and investment control are exercised by the Reporting Person and which is owned by the Reporting Person, RWN Management, LLC, a family trust with a trust affiliated with Mr. Rowan and MJR-09FT-2A LLC.
- F2. By RWN Management, LLC, an entity indirectly owned and controlled by the Reporting Person. Alchemy Group Holdings LLC is the managing member of RWN Management, LLC and is also indirectly owned and controlled by the Reporting Person.
- F3. By RWNM-VPF LLC, a wholly owned subsidiary of RWN Management, LLC.
- F4. By MJR-VPF LLC, an entity owned and controlled by the Reporting Person.
- F5. By MJR 09FT-VPF LLC, an entity for which voting and investment control are exercised by the Reporting Person and which is wholly owned by a family trust controlled by Marc Rowan.
- F6. By MJR-09FT-2A LLC, an entity for which voting and investment control are exercised by the Reporting Person and which is wholly owned by a family trust controlled by Marc Rowan.
Key Figures
Shares gifted: 140,000 shares
Gift price per share: $0.00 per share
Direct holdings after gift: 1,552,160 shares
+5 more
8 metrics
Shares gifted
140,000 shares
Bona fide gift of common stock on May 8, 2026
Gift price per share
$0.00 per share
Reported transfer price for gifted shares
Direct holdings after gift
1,552,160 shares
Common stock directly owned following the transaction
Indirect holding example 1
2,902 shares
Common stock held indirectly through an entity noted in footnotes
Indirect holding example 2
600,000 shares
Common stock held indirectly via a related entity
Indirect holding example 3
1,500,000 shares
Additional indirectly held common stock position
Indirect holding example 4
6,405,636 shares
Common stock held indirectly through an entity controlled by Rowan
Indirect holding example 5
23,598,118 shares
Large indirect common stock holding via a family trust structure
Key Terms
bona fide gift, indirect ownership, estate planning vehicle, family trust, +1 more
5 terms
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.
indirect ownership financial
""direct_or_indirect": "I", "ownership_type": "indirect""
estate planning vehicle financial
"By MJR Foundation LLC, an estate planning vehicle for which voting and investment control"
family trust financial
"wholly owned by a family trust controlled by Marc Rowan"
voting and investment control financial
"for which voting and investment control are exercised by the Reporting Person"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did Apollo (APO) CEO Marc Rowan report in this Form 4?
Marc Rowan reported a bona fide gift of 140,000 shares of Apollo common stock. The transfer was recorded at $0.00 per share, indicating a non-cash gift rather than an open-market sale, and his remaining direct and indirect holdings are detailed in the filing.
What are Marc Rowan’s direct Apollo (APO) holdings after the reported gift?
After the 140,000-share gift, Marc Rowan directly holds 1,552,160 shares of Apollo common stock. This figure reflects only his direct ownership; the Form 4 also lists multiple indirect positions held through entities where he exercises voting and investment control.
What indirect Apollo (APO) holdings does Marc Rowan report?
Marc Rowan reports indirect ownership of Apollo shares through entities such as MJR Foundation LLC, RWN Management, LLC, RWNM-VPF LLC, MJR-VPF LLC, MJR 09FT-VPF LLC, and MJR-09FT-2A LLC, where he exercises voting and investment control over the referenced common stock positions.
Are there any derivative securities in Marc Rowan’s Apollo (APO) filing?
The derivative section of this Form 4 shows no derivative securities for Marc Rowan. The filing lists only non-derivative common stock holdings and the 140,000-share bona fide gift, with no options, warrants, or convertible instruments reported in this instance.
AI-generated analysis. How Rhea-AI works. Not financial advice.
