Every Form 4 that Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053 (APOS) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow APOS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full APOS filings page.
Apollo Global Management, Inc.’s Chief Financial Officer, Kelly Martin, reported two transactions in common stock on August 14, 2026. Martin made a bona fide gift of 1,534 shares and separately sold 3,000 shares at $140.845 per share, both from direct holdings. An additional 25,035 shares are held indirectly through the 2025 Martin Kelly Gift Trust, over which Martin has sole voting and investment control. A footnote also states that Martin’s reported holdings include 304,581 vested and unvested restricted stock units (RSUs) granted under Apollo’s 2019 Omnibus Equity Incentive Plan, each representing a contingent right to one share of common stock upon vesting.
LDB 2014 LLC, a reporting person associated with Apollo Global Management, Inc., recorded an "other" disposition of 3,000,000 shares of Common Stock on July 29, 2026. According to the accompanying note, these shares were distributed to its members. Following this transaction, LDB 2014 LLC directly held 3,647,120 shares of Apollo Global Management, Inc. common stock. The reporting person references a Stockholders Agreement and expressly disclaims beneficial ownership of securities held by any group or beyond its pecuniary interest.
BLACK LEON D reported acquisition or exercise transactions in this Form 4 filing.
Apollo Global Management, Inc. insider Leon D. Black entered into a variable share forward transaction with an unaffiliated bank covering up to 2,000,000 shares of common stock. He pledged 2,000,000 shares as collateral and will receive a prepayment based on a percentage of the initial share price under a Rule 144–compliant arrangement. He retains voting and ordinary dividend rights on the pledged shares during the pledge period, subject to certain dividend-related payments. Settlement will occur in up to eight components, with the number of shares (or equivalent cash) ultimately delivered determined by a formula tied to the stock’s volume weighted average price versus a Floor Price and Cap Price. Following this transaction, reported positions include 26,466,101 shares held directly, 4,526,000 shares held indirectly through his spouse, and 6,969,127 shares held indirectly through a wholly owned LLC.
Apollo Global Management, Inc. Chief Financial Officer Kelly Martin filed an amended insider report that corrects previously reported share balances. A prior Form 4 had shown a gift of 1,300 shares on June 9, 2026, but that gift was not completed and the shares were returned, effectively revoking the earlier filing. Following this correction, Martin holds 401,067 shares of common stock directly, including 304,581 restricted stock units granted under the 2019 Omnibus Equity Incentive Plan, and 25,035 shares indirectly through the 2025 Martin Kelly Gift Trust, over which she has sole voting and investment control.
Apollo Global Management, Inc. director Patrick Toomey reported an acquisition of 1,589 shares of common stock on a Form 4. These were granted as restricted stock units (RSUs) under the company’s 2019 Omnibus Equity Incentive Plan and carry no cash purchase price.
Each RSU represents the contingent right to receive one share of Apollo common stock as the units vest over time, provided Toomey remains in service through the applicable vesting dates. Following this grant, he directly holds 11,380 shares in total, and the reported holdings include 4,853 RSUs granted under the plan.
JOYNER PAMELA J reported acquisition or exercise transactions in this Form 4 filing.
Apollo Global Management director Pamela J. Joyner received an equity grant in the form of restricted stock units (RSUs). She was awarded 1,589 shares of common stock as RSUs at no cash cost under the company’s 2019 Omnibus Equity Incentive Plan.
The RSUs vest in installments as long as she continues serving on the board, and, pursuant to a deferral election, the underlying shares will be delivered when her board service ends. After this grant, she holds 16,524 shares of common stock in total, including 4,734 RSUs granted under the plan.
Apollo Global Management director Kerry Murphy Healey received an equity award of 1,589 shares of common stock in the form of restricted stock units (RSUs). The RSUs were granted under the Apollo Global Management, Inc. 2019 Omnibus Equity Incentive Plan at no cash cost to her.
Each RSU represents the contingent right to receive one share of Apollo common stock as it vests, so the award will convert into shares over time if she remains in service through the applicable vesting dates. Following this grant, her reported direct holdings total 22,294 shares, and that figure includes 3,035 RSUs granted under the plan.
O'Neill Mitra reported acquisition or exercise transactions in this Form 4 filing.
Apollo Global Management director Mitra O'Neill reported an equity award and updated share holdings. O'Neill received 1,589 restricted stock units (RSUs) of Apollo Global Management, Inc. common stock under the company’s 2019 Omnibus Equity Incentive Plan, with no cash paid per unit.
Each RSU represents the contingent right to one share of common stock as it vests in installments, so long as O'Neill continues serving on the Board. Under a deferral election, the associated shares will be issued after O'Neill’s service on the Board ends. Following this award, O'Neill directly holds 33,704 common shares, which include 6,573 RSUs granted under the plan, and is also reported as having an indirect holding of 2,500 shares through an entity controlled by the reporting person's spouse.
Apollo Global Management, Inc. director Lynn C. Swann acquired 1,589 shares of common stock on a compensation basis through a grant of restricted stock units (RSUs) under the company’s 2019 Omnibus Equity Incentive Plan.
After this award, Swann directly holds 20,051 shares, which the disclosure states include 3,035 RSUs that will vest over time if service conditions are met.
BEILINSON MARC A reported acquisition or exercise transactions in this Form 4 filing.
Apollo Global Management, Inc. director Marc A. Beilinson received an equity compensation grant in the form of 1,589 shares of Common Stock on July 1, 2026. The grant was made at $0.00 per share as a stock award, not a market purchase.
The award represents restricted stock units granted under the company’s 2019 Omnibus Equity Incentive Plan and will vest over time if he continues in service. Following this grant, Beilinson directly holds 115,296 shares of Apollo common stock, including 3,035 restricted stock units granted under the plan.
BIBLIOWICZ JESSICA M reported acquisition or exercise transactions in this Form 4 filing.
Apollo Global Management, Inc. director Jessica M. Bibliowicz received a grant of 1,589 restricted stock units (RSUs) of common stock as equity compensation. The RSUs were issued at no cash cost to her and were granted under the company’s 2019 Omnibus Equity Incentive Plan.
Each RSU gives a contingent right to one Apollo common share as it vests, so she will receive actual shares only as vesting conditions are met while she remains on the Board. According to the filing, the associated shares are deferred and will be issued when her service as a director ends, bringing her total direct holdings to 17,635 shares, including 6,129 RSUs.
Leach Brian reported acquisition or exercise transactions in this Form 4 filing.
Apollo Global Management, Inc. director Brian Leach received a grant of 1,589 restricted stock units (RSUs) of common stock under the company’s 2019 Omnibus Equity Incentive Plan. The RSUs are granted at no cash cost and each represents the right to receive one share upon vesting.
The RSUs vest in installments as long as he continues serving on the Board, and, under a deferral election, the related shares will be delivered after his board service ends. Following this award, he directly holds 43,505 shares of common stock, which includes 5,002 vested and unvested RSUs granted under the plan.
COHN GARY D reported acquisition or exercise transactions in this Form 4 filing.
Apollo Global Management director Gary D. Cohn received an equity grant in the form of restricted stock units (RSUs). The Form 4 reports an award of 1,986 RSUs of Apollo Global Management, Inc. common stock, granted at no cash cost to him as compensation.
The RSUs were granted under the Apollo Global Management, Inc. 2019 Omnibus Equity Incentive Plan. Each RSU represents the right to receive one share of common stock as it vests, so long as he continues serving on the Board through the applicable vesting dates.
Following this grant, the reported holdings total 7,139 vested and unvested RSUs under the plan. According to the deferral election described, the underlying shares of common stock will be issued only when he terminates service as a member of the Board of Directors.
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.
Apollo Global Management Co-President Scott Kleinman reported an indirect bona fide gift of 13,424 shares of common stock of Apollo Global Management, Inc. The gifted shares were held through HCM APO Series LLC, Series A, a vehicle wholly owned and controlled by him.
After this gift, HCM APO Series LLC, Series A held 226,873 Apollo shares, while Kleinman also reported 4,676,291 shares held directly and additional indirect holdings through various family investment vehicles and trusts, plus 4,651,303 vested and unvested restricted stock units granted under the company’s 2019 equity incentive plan.
Scott Kleinman, Co-President of Apollo Global Management, Inc., reported receiving an indirect grant of 3,170 shares of common stock valued at $130.93 per share. These are restricted shares issued under the Apollo Global Management, Inc. 2019 Omnibus Equity Incentive Plan for estate planning vehicles and will vest in installments if he remains in service through each vesting date.
The shares are held by Heathcote Capital Partners LP, a vehicle owned by Kleinman, his spouse and certain family trusts over which he exercises voting and investment control. After this grant, Heathcote Capital Partners LP held 81,049 shares indirectly attributable to him. Kleinman also had 4,676,291 directly held shares, including 4,651,303 restricted stock units granted under the same 2019 plan, which each convert into one share of common stock upon vesting.
Apollo Global Management Chief Financial Officer Kelly Martin reported multiple stock transactions in Apollo common shares. Martin sold 7,000 shares in an open-market transaction at a weighted average price of $134.6449 per share, with trade prices ranging from $134.285 to $134.945.
She also made bona fide gifts totaling 570 shares across two transactions. After these moves, Martin directly holds 401,067 Apollo shares, including 304,581 vested and unvested restricted stock units granted under the company’s 2019 Omnibus Equity Incentive Plan, and indirectly holds 25,035 shares through the 2025 Martin Kelly Gift Trust.
BIBLIOWICZ JESSICA M reported acquisition or exercise transactions in this Form 4 filing.
Apollo Global Management director Jessica M. Bibliowicz received an equity award of 1,574 shares of common stock in the form of restricted stock units (RSUs). The grant was made under the Apollo Global Management, Inc. 2019 Omnibus Equity Incentive Plan as part of director compensation.
Each RSU represents the right to receive one share of common stock as it vests, subject to her continued service on the Board of Directors. According to the filing, the associated shares will be issued after her termination of service on the Board, and her reported holdings following this award total 16,046 shares, including 4,540 vested and unvested RSUs.
COHN GARY D reported acquisition or exercise transactions in this Form 4 filing.
Apollo Global Management director Gary D. Cohn received an equity award of 3,345 restricted stock units (RSUs). These RSUs were granted at no cash cost under the Apollo Global Management, Inc. 2019 Omnibus Equity Incentive Plan as compensation, not as an open-market share purchase.
Each RSU represents the right to receive one share of Apollo common stock as it vests over time, subject to Mr. Cohn remaining on the Board through the applicable vesting dates. Due to a deferral election, the underlying shares will be delivered only when his Board service ends. After this grant, Mr. Cohn holds a total of 5,153 vested and unvested RSUs.
Leach Brian reported acquisition or exercise transactions in this Form 4 filing.
Apollo Global Management director Brian Leach received a grant of 1,967 restricted stock units (RSUs) of common stock. The RSUs were awarded at no cash cost under the company’s 2019 Omnibus Equity Incentive Plan and vest in installments as long as he remains on the board.
Each vested RSU will deliver one share of Apollo common stock, with the associated shares to be issued after his termination of service as a director pursuant to a deferral election. Following this award, Leach holds a total of 41,916 shares and RSUs, including 3,413 vested and unvested RSUs.
Apollo Global Management, Inc. director Mitra O'Neill reported an acquisition of 1,771 shares of Common Stock as a grant of restricted stock units (RSUs) under the company’s 2019 Omnibus Equity Incentive Plan. These RSUs vest in installments, and the related shares will be issued after O'Neill’s board service ends, following a deferral election.
After this grant, O'Neill directly holds 32,115 shares of Common Stock, which includes 4,984 vested and unvested RSUs granted under the plan. An additional 2,500 shares are held indirectly through an entity controlled by the reporting person’s spouse.
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.
Apollo Global Management, Inc. president and director James C. Zelter reported a tax-related share disposition on common stock. On February 18, 2026, 319 shares were withheld by Apollo to cover his tax obligations at $125.15 per share, a non-open-market transaction coded as a tax-withholding disposition.
After this event, Zelter directly owned 5,017,139 shares of common stock, which the disclosure states includes 4,873,964 vested and unvested RSUs granted under Apollo’s 2019 Omnibus Equity Incentive Plan. He also indirectly held Apollo common stock through entities over which he exercises voting and investment control: 372,473 shares via The James C. Zelter 2024 GRAT No. 1, 453,308 shares via The James C. Zelter 2025 GRAT No. 1, and 999,940 shares via Zelter APO Series LLC.
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. 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.
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, Inc. reported an insider sale by its Chief Legal Officer, who is an officer and not a director or 10% owner. On 12/10/2025, the reporting person sold 8,500 shares of common stock in an open-market transaction at a weighted average price of $146.0302 per share, with individual trades ranging from $145.78 to $146.435. After this sale, the reporting person beneficially owned 74,692 shares, which includes 54,997 restricted stock units (RSUs) granted under the 2019 Omnibus Equity Incentive Plan. Each RSU represents the contingent right to receive one share of Apollo common stock as the awards vest according to their schedules, assuming the officer remains in service through the vesting dates.
Apollo Global Management, Inc. insider filing reports an internal share transfer involving a large holder. On December 1, 2025, a trust established for the benefit of the family of Leon D. Black, as the reporting person, contributed 3,000,000 shares of Apollo Global Management common stock to LDB C LLC, described as a subsidiary.
The transaction is coded as type "J," indicating an "other" form of disposition rather than an open-market sale. Following this contribution, the reporting person beneficially owns 29,629,251 shares of Apollo common stock on a direct basis. The reporting person notes it may be deemed part of a stockholder "group" under a stockholders agreement but expressly disclaims beneficial ownership of any securities not directly owned, except to the extent of its pecuniary interest.
Apollo Global Management, Inc. reported an insider ownership update for a director who also serves as CEO of Athene Holding Ltd. On 12/02/2025, the reporting person recorded several code "G" transactions, which are gifts or similar transfers. These included a transfer of 1,500 shares of common stock from a trust for descendants and separate transfers of 500 shares each to a son and a daughter, all at a stated price of $0 per share.
After these transactions, the reporting person continues to hold Apollo common stock indirectly through multiple family trusts and investment LLCs, as well as a direct holding. One family trust position includes 86,755 restricted stock units, which represent a contingent right to receive shares under an Apollo equity plan.
Apollo Global Management, Inc. reported insider activity by its Chief Financial Officer. On 12/01/2025, the officer sold 6,000 shares of common stock at a weighted average price of $131.4056 per share, in multiple trades between $131.30 and $131.56. After this sale and subsequent transactions, the officer beneficially owns 324,569 shares of common stock directly and 25,035 shares indirectly through the 2025 Martin Kelly Gift Trust.
The filing also reports gifts of 575 shares on 12/01/2025 and 460 shares on 12/03/2025 at a stated price of $0, reflecting transfers rather than market sales. The reported direct holdings include 243,455 restricted stock units granted under the company’s 2019 Omnibus Equity Incentive Plan, each representing the right to receive one share of common stock as the awards vest over time, subject to continued service.
Apollo Global Management, Inc. (APO) reported an insider equity award for a senior executive who is both a director and Co-President. On 11/13/2025, the reporting person acquired 10,136 restricted shares of common stock at $129.64 per share under the Apollo Global Management, Inc. 2019 Omnibus Equity Incentive Plan for Estate Planning Vehicles. These restricted shares vest in installments according to the award agreement, conditioned on the executive remaining in service through each vesting date. After this transaction, the filing shows 75,831 shares held indirectly through Heathcote Capital Partners LP and 4,676,291 shares held directly, along with additional indirect holdings through several investment entities and family trusts.
Apollo Global Management (APO): President and director James C. Zelter filed a Form 4 reporting a Code F disposition of 2,636 shares on 11/06/2025 at $133.75 per share. Code F indicates shares were sold or withheld to satisfy tax obligations related to equity awards under the company’s 2019 Omnibus Equity Incentive Plan.
After the transaction, Zelter beneficially owned 5,003,267 shares directly, which includes 4,874,490 RSUs granted under the plan, vesting per their award schedules. Indirect holdings reported include 372,473 shares (The James C. Zelter 2024 GRAT No. 1), 453,308 shares (The James C. Zelter 2025 GRAT No. 1), and 999,940 shares (Zelter APO Series LLC). Footnotes detail GRAT terminations and transfers in August–September 2025.
Apollo Global Management, Inc. reported an insider Form 4 showing a transfer of 26,295 shares of common stock at $0 on 11/05/2025 under transaction code G.
Following the transaction, the reporting person beneficially owned 240,297 shares indirectly via HCM APO Series LLC, Series A, and held 4,676,291 shares directly. The direct amount includes 4,651,303 restricted stock units that vest in installments under plan terms. Additional indirect holdings were reported across several entities and trusts, including 65,695 via Heathcote Capital Partners LP and other vehicles listed in the filing.
The filer is identified as a Director and Officer (Co-President) of Apollo Global Management, Inc.
Apollo Global Management, Inc. (APO) insider Leon D. Black reported a gift of 119,820 shares of common stock on 10/22/2025, described as a contribution to a charitable foundation.
Following the transaction, he reports 26,466,101 shares direct ownership, plus 4,526,000 shares indirect held by spouse, and 6,969,127 shares indirect held by a wholly-owned LLC. The filing also includes standard group and beneficial ownership disclaimers tied to a stockholders agreement.