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. is providing preliminary estimates for its alternative net investment income for the first quarter ended March 31, 2026. Management currently expects alternative net investment income of approximately $205 million pre-tax, which represents an estimated 6% annualized return on alternative net investments.
Within this, Athene’s pooled investment vehicle, which holds the large majority of its alternative investments portfolio, is estimated to have delivered a 7% annualized return for the quarter. Other Athene alternative investments, including retirement services platforms and Athora Holding Ltd., are estimated to have generated a 3% annualized return. This performance comes amid lower equity market returns, including an approximately (17)% annualized total return for the S&P 500 in the first quarter of 2026.
The company emphasizes these figures are preliminary, prepared before completion of financial closing procedures and without review or audit by its independent registered public accounting firm. Actual results for the quarter may differ, possibly materially, from these estimates once full U.S. GAAP financial statements are prepared and released, which is scheduled on May 6, 2026.
Apollo Global Management, Inc. issued $750,000,000 aggregate principal amount of 5.700% Senior Notes due 2036 in an underwritten public offering. The notes pay 5.700% interest per year, with semi-annual payments starting September 30, 2026, and mature on March 30, 2036, unless earlier redeemed or repurchased.
The company plans to use the proceeds for general corporate purposes, including retiring the $500,000,000 of 4.400% Senior Notes due 2026 and paying related fees and expenses. The notes are issued under an indenture dated March 30, 2026 and sold off an effective automatic shelf registration on Form S-3.
Apollo Global Management, Inc. is offering $750,000,000 aggregate principal amount of 5.700% Senior Notes due 2036. The notes will bear interest semi‑annually on March 30 and September 30, commencing September 30, 2026, and are jointly and severally guaranteed by specified intermediate holding companies.
The company intends to use net proceeds of approximately $745,000,000 to fund general corporate purposes, including repaying in full the $500,000,000 aggregate principal amount outstanding of its 2026 Senior Notes, and to pay offering fees and expenses.
Apollo Global Management Inc — Schedule 13G/A (Amendment No. 3) filed by The Vanguard Group. The filing states that The Vanguard Group reports beneficial ownership of 0 shares, representing 0% of Apollo Global Management Inc common stock. The filing explains an internal realignment effective January 12, 2026, after which certain Vanguard subsidiaries report separately.
Apollo Global Management, Inc. intends to offer senior notes due 2036 under a preliminary prospectus supplement dated March 25, 2026, subject to completion. The notes will be unsecured, senior and guaranteed by certain intermediate holding companies but not by Athene Holding Ltd.. The company states it intends to use offering proceeds for general corporate purposes, including to repurchase, repay, redeem or otherwise retire in full $500 million aggregate principal amount outstanding of its 2026 Senior Notes. The prospectus supplement discloses AUM of $938.4 billion as of December 31, 2025 and describes the three reportable segments: Asset Management, Retirement Services and Principal Investing. This is a preliminary, non‑final offering document and many economic terms (aggregate principal amount and interest rate) are left blank in the provided excerpt.
Apollo Global Management, Inc. reported that David Simon, a member of its board of directors, passed away on March 22, 2026. He had served as an independent director on the company’s board, and that of its predecessor, since June 2021.
The company expressed deep sadness at his passing and extended condolences to his family and friends, noting its gratitude for his dedication and service.
Apollo Global Management, Inc. is a global alternative asset manager and retirement services provider operating through three segments: Asset Management, Retirement Services and Principal Investing. As of December 31, 2025, Apollo managed $938.4 billion in assets under management.
The Asset Management segment focuses on credit and equity strategies, led by $749.2 billion in credit AUM across direct origination, asset-backed finance, opportunistic credit and multi-credit, and $189.2 billion in equity AUM spanning corporate private equity, hybrid value, secondaries, real estate and infrastructure. Apollo highlights long-term, contrarian, value-oriented investing with an emphasis on downside protection.
The Retirement Services segment is driven by Athene, which issues and reinsures annuities and funding agreements and invests primarily in high-grade fixed income assets. Athene reported about $8.6 billion of deployable capital as of December 31, 2025, supporting organic and inorganic growth, dividends to Apollo and ratings objectives. Apollo also manages substantial AUM for Athene and European platform Athora, and reports $535.6 billion of perpetual capital within total AUM.
Apollo Global Management, Inc. Chief Legal Officer Whitney Chatterjee reported a tax-related share disposition. On February 18, 2026, 4,899 shares of common stock were withheld by Apollo at $132.43 per share to cover tax obligations on equity awards under the 2019 Omnibus Equity Incentive Plan.
After this withholding, Chatterjee directly holds 136,490 shares of Apollo common stock. This reported amount includes 91,147 vested and unvested restricted stock units, each representing the contingent right to receive one share of common stock as the awards vest under their schedules.
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. Co-President John P. Zito reported a tax-related share disposition. On the reported date, 11,866 shares of common stock were withheld by Apollo to cover his tax obligations tied to equity awards, at an indicated price of $125.15 per share.
These shares relate to grants under the Apollo Global Management, Inc. 2019 Omnibus Equity Incentive Plan and were not an open-market sale. After this withholding, Zito’s reported direct holdings total 3,112,340 common shares, including 2,973,496 vested and unvested restricted stock units that convert into shares as they vest over time.