Welcome to our dedicated page for Apollo Global Mgmt SEC filings (Ticker: APO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Apollo Global Management, Inc. (NYSE: APO) files a range of documents with the U.S. Securities and Exchange Commission that shed light on its operations as a global alternative asset manager and retirement services provider. Its Form 8-K filings cover topics such as preliminary estimates of alternative net investment income, entry into material definitive agreements, securities offerings, compensation arrangements and changes in board composition.
Several recent Form 8-Ks describe how Apollo and its subsidiary Athene Holding Ltd. report preliminary estimates for alternative net investment income for specific quarters. These filings explain that alternative net investment income is a component of Spread Related Earnings used to assess the performance of the Retirement Services segment, and that Spread Related Earnings is a component of Segment Income, which management uses as a key performance measure for operating segments.
Other 8-K filings detail Apollo’s capital markets activity. The company has issued senior notes due 2031 and 2035 through underwritten public offerings, with related indentures and underwriting agreements filed as exhibits. Apollo also uses an automatic shelf registration statement on Form S-3 to facilitate offerings and has filed prospectus supplements covering the resale of common stock by selling stockholders.
Additional filings address executive compensation and governance, including restricted share unit grants to senior officers and deferral elections for equity awards, as well as the resignation of a board member. These documents outline vesting conditions, performance requirements and alignment with shareholder interests.
On Stock Titan’s SEC filings page for APO, users can review these filings as they are made available from EDGAR. AI-powered summaries can help explain key terms in Forms 8-K, registration statements, senior note indentures and related exhibits, highlighting how new debt issuances, equity awards, or preliminary performance metrics may relate to Apollo’s broader asset management and retirement services businesses. The page also provides a structured way to track Apollo’s ongoing regulatory disclosures and capital structure developments.
Apollo Global Management, Inc. Chief Financial Officer Kelly Martin reported a tax-related share disposition. On February 18, 2026, 3,629 shares of common stock at $132.43 per share were withheld by the company to cover tax obligations tied to equity awards. After this withholding, Martin directly held 408,637 shares of common stock, which includes vested and unvested restricted stock units granted under the company’s 2019 Omnibus Equity Incentive Plan. An additional 25,035 shares are held indirectly through the 2025 Martin Kelly Gift Trust, over which Martin has sole voting and investment control.
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.
Apollo Global Management, Inc. reported that its subsidiary Athene Holding Ltd. will host a Fixed Income Investor call on February 19, 2026 at 10:00 a.m. ET. Athene’s senior management will discuss current business trends, new business origination, the investment portfolio, and capital.
The call can be accessed via a live webcast and replay on Athene’s investor relations website at ir.athene.com, or by phone using the listed domestic and international numbers. Athene has also made an accompanying investor presentation available on its website for participants and other interested investors.
Apollo Global Management, Inc. executive Grant Kvalheim, CEO of Athene Holding Ltd., reported a tax-related share disposition. On this Form 4, 5,042 shares of Apollo common stock were withheld at $132.43 per share to cover his tax obligations arising from an equity award.
After this withholding, Kvalheim’s direct holdings total 2,171,518 shares of Apollo, which includes 471,812 vested and unvested restricted stock units that represent a contingent right to receive additional shares under the company’s equity plan.
Apollo Global Management director and officer James Richard Belardi reported a combination of option exercise and tax-related share withholding. On February 13, 2026, he exercised a fully vested employee stock option for 147,813 shares of common stock at an exercise price of $29.55 per share, increasing his direct common stock holdings to 224,126 shares, which include 71,157 restricted stock units noted in the filing.
On February 17, 2026, 29,254 common shares held indirectly through the James and Leslie Belardi Family Trust were disposed of at $132.43 per share, consisting of shares withheld by Apollo Global Management to satisfy his tax withholding obligations. Following this, the trust held 99,393 shares. The filing also updates indirect ownership positions across several family trusts, LLCs, and related accounts, reflecting significant ongoing equity exposure to Apollo.
Apollo Global Management director and officer James Richard Belardi reported an equity award of 41,892 restricted stock units (RSUs) of common stock on February 10, 2026, at a price of $0 per unit, bringing his directly held common stock to 76,313 shares.
Each RSU represents the contingent right to receive one Apollo share as it vests under the applicable award agreement, assuming he remains in service through the vesting dates. The filing notes that reported amounts were adjusted for a transfer of 41,892 RSUs from his direct holdings to the James and Leslie Belardi Family Trust, and that this trust now holds 128,647 vested and unvested RSUs.
Belardi also reports substantial indirect holdings of Apollo common stock through various family trusts and investment entities, including 236,052 shares held by the Belardi 2019 GST Non-Exempt Descendants Trust and 1,870,597 shares held by JB Athene Investments, LLC, along with additional positions through other related entities and family members.
Apollo Global Management, Inc. reported that Grant Kvalheim, CEO of Athene Holding Ltd. and an officer of Apollo, acquired 19,035 shares of common stock on February 10, 2026 through a grant of restricted stock units (RSUs) at a price of $0 per share. Each RSU represents the right to receive one share of Apollo common stock as it vests under the applicable award agreement, contingent on continued service. Following this award, Kvalheim beneficially owns 2,176,560 shares of Apollo common stock, which the disclosure states includes 483,495 vested and unvested RSUs granted under Apollo’s equity plan.
Apollo Global Management, Inc. President and director James C. Zelter reported equity award activity in Apollo common stock. On February 10, 2026, he acquired 29,313 restricted stock units under Apollo’s 2019 Omnibus Equity Incentive Plan, each representing one share of common stock upon vesting and continued service.
On February 11, 2026, 15,122 shares were disposed of at $132.43 per share to cover tax withholding obligations related to share delivery, leaving 5,017,458 shares beneficially owned directly. He also has indirect beneficial ownership through The James C. Zelter 2024 GRAT No. 1, The James C. Zelter 2025 GRAT No. 1, and Zelter APO Series LLC.
Apollo Global Management Co-President John P. Zito reported routine equity compensation activity. On February 10, 2026, he acquired 167,252 restricted stock units (RSUs) of Apollo Global Management, Inc. common stock at $0 under the company’s 2019 Omnibus Equity Incentive Plan.
Each RSU represents the right to receive one share of common stock as vesting conditions are met, assuming he remains in service. On February 11, 2026, 27,876 shares were withheld at $132.43 per share to cover minimum tax obligations arising from prior equity grants. Following these transactions, he directly beneficially owned 3,124,206 shares of common stock, including 2,994,951 vested and unvested RSUs.
Apollo Global Management Chief Accounting Officer Kristiane Elaine Kinahan reported routine equity compensation and related tax withholding transactions in common stock. On February 10, 2026, she acquired 10,912 restricted stock units under the company’s 2019 Omnibus Equity Incentive Plan, each RSU representing one future share as it vests.
On February 11, 2026, 725 shares of common stock were withheld by Apollo to cover minimum tax obligations tied to share delivery, rather than sold in the open market. After these transactions, she directly beneficially owned 17,374 common shares, including unvested RSUs noted in the footnotes.