Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Apollo Global Management, Inc.APO · Entity 2956 | CEO of Athene Holding Ltd. | February 17, 2026 | February 18, 2026 |
| Athene Holding Ltd.ATH · Entity 9807 | See Remarks | June 30, 2025 | July 02, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Apollo Global Management, Inc.
Report date February 17, 2026 · Filed February 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,171,518 |
Reported balance
After 2026-02-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-17 · Tax withholding · Disposed 5,042 · Balance 2,171,518 F1: Consists of shares withheld by the Issuer to satisfy the tax withholding obligations of the reporting person arising in connection with the delivery of shares pursuant to an equity plan administered by Apollo Global Management, Inc. F2: Reported amount includes 471,812 vested and unvested restricted stock units ("RSUs"). RSUs represent the contingent right to receive shares of Apollo Global Management, Inc. pursuant to an equity plan administered by Apollo Global Management, Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of shares withheld by the Issuer to satisfy the tax withholding obligations of the reporting person arising in connection with the delivery of shares pursuant to an equity plan administered by Apollo Global Management, Inc.
F2: Reported amount includes 471,812 vested and unvested restricted stock units ("RSUs"). RSUs represent the contingent right to receive shares of Apollo Global Management, Inc. pursuant to an equity plan administered by Apollo Global Management, Inc.
Athene Holding Ltd.
Report date June 30, 2025 · Filed July 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Depositary Shares of Series C Preference StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-06-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-06-30 · Other · Disposed 40,000 · Balance 0 F1: Complete Title of Security: Depositary Shares, each representing a 1/1,000th interest in a 6.375% Fixed-Rate Reset Perpetual Non-Cumulative Preferred Stock, Series C. The Depositary Shares were not convertible into the shares of Common Stock of the Issuer and did not derive any of their value from the value of the shares of Common Stock of the Issuer and, except in very limited circumstances, were not convertible or exchangeable for any other securities or property of the Issuer and Apollo Global Management, Inc. ("Apollo"), and, except in very limited circumstances, had no voting rights. F2: These securities were redeemed by the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Complete Title of Security: Depositary Shares, each representing a 1/1,000th interest in a 6.375% Fixed-Rate Reset Perpetual Non-Cumulative Preferred Stock, Series C. The Depositary Shares were not convertible into the shares of Common Stock of the Issuer and did not derive any of their value from the value of the shares of Common Stock of the Issuer and, except in very limited circumstances, were not convertible or exchangeable for any other securities or property of the Issuer and Apollo Global Management, Inc. ("Apollo"), and, except in very limited circumstances, had no voting rights.
F2: These securities were redeemed by the Issuer.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 29, 2017 Filed Dec 1, 2017 17:27 UTC | Athene Holding Ltd. ATH · Entity 9807 | Exercise / conversionClass M-3 Common Shares · Derivative | 44,000 | $0.00 Strike: $13.46 | $0.00 |
DisclosureSEC source: 0001127602-17-033703 · form4.xml · derivative · entry 7 Kvalheim Grant · CIK 0001689321 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Shares · 44,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: These Class M-3 common shares are exchangeable into Class A common shares, on a one-to-one basis, once vested and upon payment of the conversion price (which can be paid in cash or shares). F3 · derivative.exercise_date: These Class M-3 common shares are exchangeable into Class A common shares, on a one-to-one basis, once vested and upon payment of the conversion price (which can be paid in cash or shares). F4 · derivative.exercise_date: These Class M-3 common shares vested on October 30, 2017. Once vested, the reporting person has 30 days during which he can elect to convert these Class M-3 common shares into Class A common shares. These Class M-3 common shares automatically convert into Class A common shares 30 days after vesting. F3 · derivative.expiration_date: These Class M-3 common shares are exchangeable into Class A common shares, on a one-to-one basis, once vested and upon payment of the conversion price (which can be paid in cash or shares). F4 · derivative.expiration_date: These Class M-3 common shares vested on October 30, 2017. Once vested, the reporting person has 30 days during which he can elect to convert these Class M-3 common shares into Class A common shares. These Class M-3 common shares automatically convert into Class A common shares 30 days after vesting. Read SEC document |
| November 29, 2017 Filed Dec 1, 2017 17:27 UTC | Athene Holding Ltd. ATH · Entity 9807 | Tax withholdingClass A Common Shares | 11,897 | $49.78 | $592,232.66 |
DisclosureSEC source: 0001127602-17-033703 · form4.xml · nonDerivative · entry 2 Kvalheim Grant · CIK 0001689321 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,547,504 F2 · shares: This reported transaction represents shares withheld to pay the conversion price in connection with the conversion of Class M-3 common shares. The price represents the closing market value of the Company's Class A common shares as of November 29, 2017. F2 · price: This reported transaction represents shares withheld to pay the conversion price in connection with the conversion of Class M-3 common shares. The price represents the closing market value of the Company's Class A common shares as of November 29, 2017. Read SEC document |
| November 29, 2017 Filed Dec 1, 2017 17:27 UTC | Athene Holding Ltd. ATH · Entity 9807 | Exercise / conversionClass A Common Shares | 44,000 | $13.46 | $592,240.00 |
DisclosureSEC source: 0001127602-17-033703 · form4.xml · nonDerivative · entry 1 Kvalheim Grant · CIK 0001689321 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,559,401 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: 59,968 Class A common shares were transferred from Grant Kvalheim April 2014 GRAT to Grant Kvalheim, in his individual capacity, on April 28, 2017. Such transfer is an exempt change in form of beneficial ownership under Rule 16a-13. Read SEC document |
| April 17, 2017 Filed Apr 18, 2017 19:43 UTC | Athene Holding Ltd. ATH · Entity 9807 | Tax withholdingClass M-4 Prime Common Shares · Derivative | 70,322.8 | $17.46 Strike: $34.23 | $1,227,836.09 |
DisclosureSEC source: 0001127602-17-014982 · form4.xml · derivative · entry 1 Kvalheim Grant · CIK 0001689321 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,612.71 Underlying: Class A Common Shares · 70,322.8 shares Expires not disclosed F1 · derivative.exercise_price: These Class M-4 Prime common shares are exchangeable into Class A common shares, on a one-to-one basis, once vested and upon payment of the conversion price (which can be paid in cash or shares). F2 · shares: This reported transaction represents shares withheld to satisfy tax withholding obligations in connection with the vesting of Class M-4 Prime common shares. The price of derivative security represents the per share value of the Class M-4 Prime common shares used to calculate the number of shares withheld. F2 · price: This reported transaction represents shares withheld to satisfy tax withholding obligations in connection with the vesting of Class M-4 Prime common shares. The price of derivative security represents the per share value of the Class M-4 Prime common shares used to calculate the number of shares withheld. F1 · derivative.exercise_date: These Class M-4 Prime common shares are exchangeable into Class A common shares, on a one-to-one basis, once vested and upon payment of the conversion price (which can be paid in cash or shares). F3 · derivative.exercise_date: One-third of these Class M-4 Prime common shares vest based on time, with such shares vesting ratably on each of the first five anniversaries of the February 15, 2016 vesting start date; one-third vest upon the trading price of the Class A common shares attaining a per-share volume weighted average closing trading price of $50 or more during any 120-day period (or upon a sale or change in control in which Class A common shares are valued at $50 or more); and one-third vest upon the trading price of the Class A common shares attaining a per-share volume weighted average closing trading price of $70 or more during any 120-day period (or upon a sale or change in control in which Class A common shares are valued at $70 or more). Once vested, these Class M-4 Prime common shares have no expiration date and can be converted at the holder's election into Class A common shares at any time. Any remaining unvested Class M-4 Prime common shares expire February 15, 2026. F1 · derivative.expiration_date: These Class M-4 Prime common shares are exchangeable into Class A common shares, on a one-to-one basis, once vested and upon payment of the conversion price (which can be paid in cash or shares). F3 · derivative.expiration_date: One-third of these Class M-4 Prime common shares vest based on time, with such shares vesting ratably on each of the first five anniversaries of the February 15, 2016 vesting start date; one-third vest upon the trading price of the Class A common shares attaining a per-share volume weighted average closing trading price of $50 or more during any 120-day period (or upon a sale or change in control in which Class A common shares are valued at $50 or more); and one-third vest upon the trading price of the Class A common shares attaining a per-share volume weighted average closing trading price of $70 or more during any 120-day period (or upon a sale or change in control in which Class A common shares are valued at $70 or more). Once vested, these Class M-4 Prime common shares have no expiration date and can be converted at the holder's election into Class A common shares at any time. Any remaining unvested Class M-4 Prime common shares expire February 15, 2026. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 21:17 UTC | Athene Holding Ltd. ATH · Entity 9807 | GrantRestricted Stock Units · Derivative | 4,147 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-012858 · form4.xml · derivative · entry 2 Kvalheim Grant · CIK 0001689321 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,147 Underlying: Class A Common Shares · 4,147 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one Class A common share of the Issuer. The RSUs reported herein vest on each of the first three anniversaries of the January 1, 2017 vesting start date. An additional 8,293 RSUs not reported herein vest only if the Issuer satisfies certain performance criteria over the three fiscal year period from January 1, 2017 to December 31, 2019. Vested RSUs are settled in Class A common shares on a one-for-one basis. F2 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one Class A common share of the Issuer. The RSUs reported herein vest on each of the first three anniversaries of the January 1, 2017 vesting start date. An additional 8,293 RSUs not reported herein vest only if the Issuer satisfies certain performance criteria over the three fiscal year period from January 1, 2017 to December 31, 2019. Vested RSUs are settled in Class A common shares on a one-for-one basis. F2 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive one Class A common share of the Issuer. The RSUs reported herein vest on each of the first three anniversaries of the January 1, 2017 vesting start date. An additional 8,293 RSUs not reported herein vest only if the Issuer satisfies certain performance criteria over the three fiscal year period from January 1, 2017 to December 31, 2019. Vested RSUs are settled in Class A common shares on a one-for-one basis. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 21:17 UTC | Athene Holding Ltd. ATH · Entity 9807 | GrantEmployee Stock Option (Right to Buy) · Derivative | 22,535 | $0.00 Strike: $51.25 | $0.00 |
DisclosureSEC source: 0001127602-17-012858 · form4.xml · derivative · entry 1 Kvalheim Grant · CIK 0001689321 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,535 Underlying: Class A Common Shares · 22,535 shares Expires 2027-03-21 F1 · derivative.exercise_date: This option vests ratably on each of the first three anniversaries of the January 1, 2017 vesting start date. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 18:55 UTC | Athene Holding Ltd. ATH · Entity 9807 | Tax withholdingClass M-4 Prime Common Shares · Derivative | 14,064.49 | $18.12 Strike: $34.23 | $254,848.56 |
DisclosureSEC source: 0001127602-17-006718 · form4.xml · derivative · entry 1 Kvalheim Grant · CIK 0001689321 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 425,935.51 Underlying: Class A Common Shares · 14,064.49 shares Expires not disclosed F1 · derivative.exercise_price: These Class M-4 Prime common shares are exchangeable into Class A common shares, on a one-to-one basis, once vested and upon payment of the conversion price (which can be paid in cash or shares). F2 · shares: This reported transaction represents shares withheld to satisfy tax withholding obligations in connection with the vesting of Class M-4 Prime common shares. The price of derivative security represents the per share value of Class M-4 Prime common shares used to calculate the number of shares withheld. F1 · derivative.exercise_date: These Class M-4 Prime common shares are exchangeable into Class A common shares, on a one-to-one basis, once vested and upon payment of the conversion price (which can be paid in cash or shares). F3 · derivative.exercise_date: One-third of these Class M-4 Prime common shares vest based on time, with such shares vesting ratably on each of the first five anniversaries of the February 15, 2016 vesting start date; one-third vest upon the trading price of the Class A common shares attaining a per-share volume weighted average closing trading price of $50 or more during any 120-day period (or upon a sale or change in control in which Class A common shares are valued at $50 or more); and one-third vest upon the trading price of the Class A common shares attaining a per-share volume weighted average closing trading price of $70 or more during any 120-day period (or upon a sale or change in control in which Class A common shares are valued at $70 or more). Once vested, these Class M-4 Prime common shares have no expiration date and can be converted at the holder's election into Class A common shares at any time. Any remaining unvested Class M-4 Prime common shares expire February 15, 2026. F1 · derivative.expiration_date: These Class M-4 Prime common shares are exchangeable into Class A common shares, on a one-to-one basis, once vested and upon payment of the conversion price (which can be paid in cash or shares). F3 · derivative.expiration_date: One-third of these Class M-4 Prime common shares vest based on time, with such shares vesting ratably on each of the first five anniversaries of the February 15, 2016 vesting start date; one-third vest upon the trading price of the Class A common shares attaining a per-share volume weighted average closing trading price of $50 or more during any 120-day period (or upon a sale or change in control in which Class A common shares are valued at $50 or more); and one-third vest upon the trading price of the Class A common shares attaining a per-share volume weighted average closing trading price of $70 or more during any 120-day period (or upon a sale or change in control in which Class A common shares are valued at $70 or more). Once vested, these Class M-4 Prime common shares have no expiration date and can be converted at the holder's election into Class A common shares at any time. Any remaining unvested Class M-4 Prime common shares expire February 15, 2026. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 20:55 UTC | Athene Holding Ltd. ATH · Entity 9807 | Exercise / conversionRestricted Stock Units · Derivative | 2,086 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-000518 · doc4.xml · derivative · entry 10 Kvalheim Grant · CIK 0001689321 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,174 Underlying: Class A Common Shares · 2,086 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one Class A common share of the Issuer. The RSUs reported herein vest on each of the first three anniversaries of the January 1, 2016 vesting start date. An additional 12,519 RSUs not reported herein vest only if the Issuer satisfies certain performance criteria over the three fiscal year period from January 1, 2016 to December 31, 2018. F7 · derivative.exercise_price: This reported transaction represents vested RSUs that have been settled in Class A common shares. Vested RSUs are settled in Class A common shares on a one-for-one basis. F7 · price: This reported transaction represents vested RSUs that have been settled in Class A common shares. Vested RSUs are settled in Class A common shares on a one-for-one basis. F5 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one Class A common share of the Issuer. The RSUs reported herein vest on each of the first three anniversaries of the January 1, 2016 vesting start date. An additional 12,519 RSUs not reported herein vest only if the Issuer satisfies certain performance criteria over the three fiscal year period from January 1, 2016 to December 31, 2018. F5 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive one Class A common share of the Issuer. The RSUs reported herein vest on each of the first three anniversaries of the January 1, 2016 vesting start date. An additional 12,519 RSUs not reported herein vest only if the Issuer satisfies certain performance criteria over the three fiscal year period from January 1, 2016 to December 31, 2018. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 20:55 UTC | Athene Holding Ltd. ATH · Entity 9807 | Tax withholdingClass A Common Shares | 8,545 | $47.99 | $410,074.55 |
DisclosureSEC source: 0000899243-17-000518 · doc4.xml · nonDerivative · entry 7 Kvalheim Grant · CIK 0001689321 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,455,433 F9 · shares: This reported transaction represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted share awards. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 20:55 UTC | Athene Holding Ltd. ATH · Entity 9807 | Tax withholdingClass A Common Shares | 807 | $47.99 | $38,727.93 |
DisclosureSEC source: 0000899243-17-000518 · doc4.xml · nonDerivative · entry 6 Kvalheim Grant · CIK 0001689321 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,463,978 F8 · shares: This reported transaction represents shares withheld to satisfy tax withholding obligations in connection with the settlement of vested RSUs that settled in Class A common shares. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 20:55 UTC | Athene Holding Ltd. ATH · Entity 9807 | Exercise / conversionClass A Common Shares | 2,086 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-000518 · doc4.xml · nonDerivative · entry 5 Kvalheim Grant · CIK 0001689321 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,464,785 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · shares: This reported transaction represents vested RSUs that have been settled in Class A common shares. Vested RSUs are settled in Class A common shares on a one-for-one basis. F7 · price: This reported transaction represents vested RSUs that have been settled in Class A common shares. Vested RSUs are settled in Class A common shares on a one-for-one basis. F1 · balance_after: Of these Class A common shares, 53,324 were originally issued pursuant to restricted share awards which vest one third on each of the first three anniversaries of the vesting start date and immediately upon a sale or change in control of the Issuer. 23,501 of such Class A common shares remain unvested as of the date of this report. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.