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’s Chief Legal Officer, Whitney Chatterjee, reported equity compensation and related tax withholding. On 02/10/2026, she acquired 96,046 restricted stock units granted under Apollo’s 2019 Omnibus Equity Incentive Plan. On 02/11/2026, 29,349 shares were withheld at $132.43 per share to cover minimum tax obligations, leaving 141,389 common shares beneficially owned directly.
Apollo Global Management Chief Financial Officer Kelly Martin received 116,087 shares of common stock on February 10, 2026 as a grant awarded at $0 per share. These are restricted stock units that convert into shares as they vest, assuming continued service.
Following this award, Martin held 440,656 shares directly, including 359,542 vested and unvested RSUs under the equity plan. On February 11, 2026, 28,390 shares were disposed of at $132.43 per share, with the shares withheld by the company to cover tax obligations tied to the equity delivery, leaving 412,266 shares directly owned, including 308,210 RSUs. Martin also has indirect ownership of 25,035 shares through the 2025 Martin Kelly Gift Trust, over which Martin exercises sole voting and investment control.
Apollo Global Management reported strong fourth-quarter and full-year 2025 results, highlighting record fee and spread earnings and rapid asset growth. Adjusted Net Income reached $1.54 billion for the quarter and $5.20 billion for 2025, or $2.47 and $8.38 per share, driven by record Fee Related Earnings of $2.53 billion and Spread Related Earnings of $3.36 billion.
Total assets under management rose 25% year-over-year to $938 billion, supported by $228 billion of inflows and $309 billion of origination activity. Apollo declared a $0.51 per-share common dividend for the fourth quarter and plans to raise its annual common dividend 10% to $2.25 per share starting with the first-quarter 2026 dividend.
The company repurchased about $1.4 billion of common stock in 2025 and its board authorized a new $4.0 billion share repurchase program. As of December 31, 2025, Apollo’s assets under management included $709 billion of fee-generating assets and approximately $292 billion of net invested assets in its retirement services portfolio.
LDB C LLC filed an initial ownership report for its position in Apollo Global Management, Inc.. The filing shows direct beneficial ownership of 3,000,000 shares of common stock.
The filing also discloses a variable share forward transaction with an unaffiliated bank relating to up to 3,000,000 shares. LDB C LLC pledged these shares as collateral, while retaining voting and ordinary dividend rights during the pledge term, and will receive a prepayment based on a percentage of the initial share price. The ultimate number of shares or cash to be delivered will depend on future stock prices versus a floor and cap price across up to ten settlement components.
LDB C LLC filed a Schedule 13D reporting beneficial ownership of 3,000,000 shares of Apollo Global Management common stock, representing approximately 0.52% of the outstanding shares based on 580,422,573 shares as of November 5, 2025.
LDB C LLC is an investment vehicle for trusts for the benefit of Leon D. Black’s family members and holds sole voting and dispositive power over these shares. It received the 3,000,000 shares as a contribution from Socrates Trust on December 1, 2025.
The filing also describes LDB C LLC joining a Stockholders Agreement with Apollo and other principals, which addresses board nomination rights, voting arrangements, and registration rights. Separately, LDB C LLC entered into a variable share forward transaction with Wells Fargo, pledging 3,000,000 Apollo shares while retaining voting and dividend rights unless a default occurs.
FMR LLC has disclosed a significant stake in Apollo Global Management, Inc. common stock. As of December 31, 2025, FMR LLC reported beneficial ownership of 30,952,886.65 shares, representing 5.3% of Apollo’s outstanding common stock.
FMR LLC reported sole voting power over 26,615,007.83 shares and sole dispositive power over the full 30,952,886.65 shares, with no shared voting or dispositive power. Abigail P. Johnson is separately listed as a reporting person with sole dispositive power over the same share amount, reflecting her control position over FMR LLC.
The filing states that these securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Apollo Global Management, Inc. It also notes that one or more other persons may have rights to dividends or sale proceeds, but no other individual holds more than five percent of the common stock through these holdings.
Apollo Global Management provided an early look at its fourth-quarter 2025 performance from alternative investments. The company estimates alternative net investment income of about $325 million (pre-tax) for the quarter ended December 31, 2025, which it says equates to an annualized return of 10% on alternative net investments.
Within this, Apollo estimates Athene’s pooled investment vehicle, which holds most of its alternative portfolio, also earned an annualized return of 10% in the quarter, while Athene’s other alternative investments, including retirement services platforms, earned an estimated 7% annualized return. Management emphasizes these are preliminary, unaudited figures that may change once full closing procedures and the external review process are completed, and they are a component of the company’s internal performance metrics for its Retirement Services segment.
Apollo Global Management, Inc. reported an insider update to common stock ownership by a director and officer. On 12/11/2025, the reporting person disposed of 33,263 shares of common stock in a transaction coded “G” at a price of $0, leaving 76,313 shares held directly.
The filing explains that reported amounts were adjusted after a pro-rata, in-kind transfer of 356,149 shares from JB Athene Investments II, LLC to its members for no consideration, including 12,175 shares to the reporting person, 81,571 shares to Belardi 2019 GST Non-Exempt Descendants Trust, 47,401 shares to the Belardi 2022 GRAT II, 138,617 shares to the Belardi 2024 GRAT, and 76,385 shares to the Belardi 2025 GRAT, with these transfers described as exempt under Rule 16a-13.
An additional 47,401 shares were transferred from the Belardi 2022 GRAT II to the reporting person under the same exemption. The filing also states the reported amount includes 86,755 restricted stock units, representing contingent rights to receive Apollo Global Management, Inc. shares under an equity plan. Remarks note the reporting person serves as Executive Chairman of Athene Holding Ltd.
Joshua Harris reports beneficial ownership of 34,313,690 shares of Apollo Global Management, Inc. common stock, representing 5.9% of the class, based on 580,422,573 shares outstanding as of November 5, 2025.
The amendment describes an internal transfer of 1,000,000 shares from MJH Partners II LLC to estate-planning vehicle MJH Partners III LLC and a delayed draw variable share forward sale transaction between MJH Partners III LLC and Citibank, N.A. covering up to 1,000,000 pledged shares. MJH Partners III LLC retains ownership, voting and ordinary dividend rights in the pledged shares during the term (and if the contract is settled in cash), while settlement on specified dates in December 2030 will involve share or cash delivery determined by the stock price relative to a Floor Price and Cap Price set after a hedging period.
Apollo Global Management affiliate MJH Partners III LLC entered into a delayed draw variable share forward sale agreement with an unaffiliated bank relating to up to 1,000,000 shares of Apollo common stock, obligating MJH Partners III to deliver up to 1,000,000 shares or an equivalent amount of cash at settlement.
MJH Partners III pledged 1,000,000 shares as collateral but kept voting and ordinary dividend rights during the pledge, subject to certain dividend-related payments. The agreement allows MJH Partners III, under certain conditions, to receive prepayments from the bank, and the shares or cash ultimately delivered will vary based on how Apollo’s share price compares to preset floor and cap prices on future valuation dates. MJH Partners entities are described as estate-planning affiliates of Joshua Harris and disclaim beneficial ownership beyond their pecuniary interests.