person · Reporting owner
Belardi James Richard
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Apollo Global Management, Inc.APO · Entity 2956 | Director · See Remarks | September 10, 2026 | September 14, 2026 |
| Athene Holding Ltd.ATH · Entity 9807 | Director · 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 September 10, 2026 · Filed September 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,708 |
Reported balance
After 2026-09-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-10 · Gift · Disposed 38,605 · Balance 37,708 F1: Reported amounts have been adjusted to reflect the transfer on February 26, 2026 of 147,813 shares of Apollo Global Management, Inc., from the Reporting Person to the Belardi 2026 GRAT, which transfer was exempt from Section 16 pursuant to Rule 16a-13 under the Exchange Act. |
| Common StockSEC Table I · non-derivative | IndirectBy Belardi 2026 GRAT | 147,813 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 147,813 F1: Reported amounts have been adjusted to reflect the transfer on February 26, 2026 of 147,813 shares of Apollo Global Management, Inc., from the Reporting Person to the Belardi 2026 GRAT, which transfer was exempt from Section 16 pursuant to Rule 16a-13 under the Exchange Act. |
| Common StockSEC Table I · non-derivative | IndirectBy James and Leslie Belardi Family Trust | 99,393 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 99,393 F2: Reported amount includes 71,157 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Belardi 2019 GST Non-Exempt Descendants Trust | 236,052 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 236,052 |
| Common StockSEC Table I · non-derivative | IndirectJB Athene Investments, LLC | 1,870,597 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,870,597 |
| Common StockSEC Table I · non-derivative | IndirectJB Athene Investments II, LLC | 1,167,261 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,167,261 |
| Common StockSEC Table I · non-derivative | IndirectJB Athene Investments III, LLC | 637,500 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 637,500 |
| Common StockSEC Table I · non-derivative | IndirectJB Athene Investments IV, LLC | 1,478,185 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 1,478,185 |
| Common StockSEC Table I · non-derivative | IndirectBy son | 1,000 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 1,000 |
| Common StockSEC Table I · non-derivative | IndirectBy daughter | 1,000 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 1,000 |
| Common StockSEC Table I · non-derivative | IndirectBy mother | 304.8255 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 304.8255 |
| Common StockSEC Table I · non-derivative | IndirectBy Belardi 2024 GRAT | 138,617 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 138,617 |
| Common StockSEC Table I · non-derivative | IndirectBy Belardi 2025 GRAT | 76,385 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 13 · Balance 76,385 |
Filing footnotes · ownership attribution and instrument terms
F1: Reported amounts have been adjusted to reflect the transfer on February 26, 2026 of 147,813 shares of Apollo Global Management, Inc., from the Reporting Person to the Belardi 2026 GRAT, which transfer was exempt from Section 16 pursuant to Rule 16a-13 under the Exchange Act.
F2: Reported amount includes 71,157 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 | Indirectby Belardi Investments III, LLC | 0 |
Reported balance
After 2025-06-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is 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. F3: Such securities were previously reported as owned by James and Leslie Belardi Family Trust and had been transferred to Belardi Investments III, LLC, which transfer was exempt from Section 16 of the Securities Exchange Act of 1934, as amended. |
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.
F3: Such securities were previously reported as owned by James and Leslie Belardi Family Trust and had been transferred to Belardi Investments III, LLC, which transfer was exempt from Section 16 of the Securities Exchange Act of 1934, as amended.
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 |
|---|---|---|---|---|---|---|
| September 10, 2026 Filed Sep 14, 2026 20:16 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GiftCommon Stock | 38,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001689315-26-000002 · wk-form4_1789417000.xml · nonDerivative · entry 1 Belardi James Richard · CIK 0001689315 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,708 F1 · balance_after: Reported amounts have been adjusted to reflect the transfer on February 26, 2026 of 147,813 shares of Apollo Global Management, Inc., from the Reporting Person to the Belardi 2026 GRAT, which transfer was exempt from Section 16 pursuant to Rule 16a-13 under the Exchange Act. Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 19:07 UTC | Apollo Global Management, Inc. APO · Entity 2956 | Tax withholdingCommon Stock | 29,254 | $132.43 | $3,874,107.22 |
DisclosureSEC source: 0000905148-26-000947 · form4.xml · nonDerivative · entry 2 Belardi James Richard · CIK 0001689315 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By James and Leslie Belardi Family Trust Disclosed balance after: 99,393 F1 · shares: 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 · balance_after: Reported amount includes 71,157 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. Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 19:07 UTC | Apollo Global Management, Inc. APO · Entity 2956 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 147,813 | $0.00 Strike: $29.55 | $0.00 |
DisclosureSEC source: 0000905148-26-000947 · form4.xml · derivative · entry 13 Belardi James Richard · CIK 0001689315 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 147,813 shares Expires 2026-06-06 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_date: This option is fully vested. F4 · ownership.direct: This option was previously held by the James and Leslie Belardi Family Trust and was transferred to the reporting person's direct ownership via transfers exempt from Section 16 pursuant to Rule 16a-13 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 19:07 UTC | Apollo Global Management, Inc. APO · Entity 2956 | Exercise / conversionCommon Stock | 147,813 | $29.55 | $4,367,874.15 |
DisclosureSEC source: 0000905148-26-000947 · form4.xml · nonDerivative · entry 1 Belardi James Richard · CIK 0001689315 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,126 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. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 20:37 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GrantCommon Stock | 41,892 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-26-000697 · form4.xml · nonDerivative · entry 1 Belardi James Richard · CIK 0001689315 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,313 F1 · shares: Represents restricted stock units ("RSUs"). Each RSU represents the contingent right to receive, in accordance with the issuance schedule set forth in the applicable RSU award agreement, one share of common stock of the Issuer for each vested RSU. The RSUs vest in installments in accordance with the terms of the applicable RSU award agreement, provided the reporting person remains in service through the applicable vesting date. F2 · balance_after: Reported amounts have been adjusted to reflect the transfer of 41,892 RSUs directly owned by the reporting person to the James and Leslie Belardi Family Trust, which transfer was exempt from Section 16 pursuant to Rule 16a-13 under the Exchange Act. Read SEC document |
| December 11, 2025 Filed Dec 15, 2025 16:54 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GiftCommon Stock | 33,263 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-004352 · form4.xml · nonDerivative · entry 1 Belardi James Richard · CIK 0001689315 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,313 F1 · balance_after: Reported amounts have been adjusted to reflect the transfer of 356,149 shares of Apollo Global Management, Inc., previously reported as owned by JB Athene Investments II, LLC, pro-rata, in-kind, for no consideration, to its members, 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, each of which transfer was exempt from Section 16 pursuant to Rule 16a-13 under the Exchange Act. F2 · balance_after: Reported amounts have been adjusted to reflect the transfer of 47,401 shares of Apollo Global Management, Inc., from the Belardi 2022 GRAT II to the Reporting Person, which transfer was exempt from Section 16 pursuant to Rule 16a-13 under the Exchange Act. Read SEC document |
| December 02, 2025 Filed Dec 3, 2025 18:04 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-004223 · form4.xml · nonDerivative · entry 3 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: No plan indicated Ownership: Indirect · By daughter Disclosed balance after: 1,000 Read SEC document |
| December 02, 2025 Filed Dec 3, 2025 18:04 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-004223 · form4.xml · nonDerivative · entry 2 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: No plan indicated Ownership: Indirect · By son Disclosed balance after: 1,000 Read SEC document |
| December 02, 2025 Filed Dec 3, 2025 18:04 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-004223 · form4.xml · nonDerivative · entry 1 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: No plan indicated Ownership: Indirect · By Belardi 2019 GST Non-Exempt Descendants Trust Disclosed balance after: 154,481 Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 19:44 UTC | Athene Holding Ltd. ATH · Entity 9807 | OtherDepositary Shares of Series C Preference Stock | 40,000 | $25.00 | $1,000,000.00 |
DisclosureSEC source: 0000905148-25-002324 · form4.xml · nonDerivative · entry 1 Belardi James Richard · CIK 0001689315 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · by Belardi Investments III, LLC Disclosed balance after: 0 F1 · security: 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 · kind: These securities were redeemed by the Issuer. F3 · ownership.nature: Such securities were previously reported as owned by James and Leslie Belardi Family Trust and had been transferred to Belardi Investments III, LLC, which transfer was exempt from Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 28, 2025 Filed Mar 11, 2025 16:23 UTC | Apollo Global Management, Inc. APO · Entity 2956 | OtherCommon Stock | 0.9402 | $149.49 | $140.55 |
DisclosureSEC source: 0000905148-25-000902 · form4.xml · nonDerivative · entry 2 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: No plan indicated Ownership: Indirect · By mother Disclosed balance after: 304.8255 Read SEC document |
| February 07, 2025 Filed Feb 11, 2025 20:01 UTC | Apollo Global Management, Inc. APO · Entity 2956 | Tax withholdingCommon Stock | 43,799 | $165.75 | $7,259,684.25 |
DisclosureSEC source: 0000905148-25-000483 · form4.xml · nonDerivative · entry 1 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: No plan indicated Ownership: Indirect · By James and Leslie Belardi Family Trust Disclosed balance after: 249,766 F1 · shares: 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 · balance_after: Reported amount includes 86,755 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. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 21:35 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GrantCommon Stock | 21,082 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-000445 · form4.xml · nonDerivative · entry 1 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Represents restricted stock units ("RSUs"). Each RSU represents the contingent right to receive, in accordance with the issuance schedule set forth in the applicable RSU award agreement, one share of common stock of the Issuer for each vested RSU. The RSUs vest in installments in accordance with the terms of the applicable RSU award agreement, provided the reporting person remains in service through the applicable vesting date. F2 · balance_after: Reported amounts have been adjusted to reflect the transfer of 21,082 RSUs directly owned by the reporting person to the James and Leslie Belardi Family Trust, which transfer was exempt from Section 16 pursuant to Rule 16a-13 under the Exchange Act. Read SEC document |
| December 12, 2024 Filed Dec 13, 2024 21:00 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GiftCommon Stock | 28,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-003375 · form4.xml · nonDerivative · entry 4 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: No plan indicated Ownership: Indirect · JB Athene Investments III, LLC Disclosed balance after: 524,489 Read SEC document |
| December 11, 2024 Filed Dec 13, 2024 21:00 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-003375 · form4.xml · nonDerivative · entry 3 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: No plan indicated Ownership: Indirect · By daughter Disclosed balance after: 500 Read SEC document |
| December 11, 2024 Filed Dec 13, 2024 21:00 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-003375 · form4.xml · nonDerivative · entry 2 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: No plan indicated Ownership: Indirect · By son Disclosed balance after: 500 Read SEC document |
| December 11, 2024 Filed Dec 13, 2024 21:00 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-003375 · form4.xml · nonDerivative · entry 1 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: No plan indicated Ownership: Indirect · By Belardi 2019 GST Non-Exempt Descendants Trust Disclosed balance after: 155,981 Read SEC document |
| November 29, 2024 Filed Dec 3, 2024 16:04 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GiftCommon Stock | 5,691 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-003309 · form4.xml · nonDerivative · entry 1 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: No plan indicated Ownership: Indirect · JB Athene Investments III, LLC Disclosed balance after: 552,689 Read SEC document |
| November 29, 2024 Filed Mar 11, 2025 16:23 UTC | Apollo Global Management, Inc. APO · Entity 2956 | OtherCommon Stock | 0.801 | $175.01 | $140.18 |
DisclosureSEC source: 0000905148-25-000902 · form4.xml · nonDerivative · entry 1 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: No plan indicated Ownership: Indirect · By mother Disclosed balance after: 303.8853 F1 · balance_after: The reporting person assumed the beneficial ownership of such shares of Apollo Global Management, Inc. through a power of attorney executed on October 28, 2024. Read SEC document |
| September 12, 2024 Filed Sep 13, 2024 16:15 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GiftCommon Stock | 36,202 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-002550 · form4.xml · nonDerivative · entry 1 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: No plan indicated Ownership: Indirect · JB Athene Investments III, LLC Disclosed balance after: 558,380 Read SEC document |
| February 12, 2024 Filed Feb 13, 2024 18:22 UTC | Apollo Global Management, Inc. APO · Entity 2956 | Tax withholdingCommon Stock | 46,802 | $109.93 | $5,144,943.86 |
DisclosureSEC source: 0000905148-24-000606 · form4.xml · nonDerivative · entry 2 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: No plan indicated Ownership: Indirect · By James and Leslie Belardi Family Trust Disclosed balance after: 272,483 F3 · shares: 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 · balance_after: Reported amounts have been adjusted to reflect the transfer of 68,363 RSUs directly owned by the reporting person to the James and Leslie Belardi Family Trust, which transfer was exempt from Section 16 pursuant to Rule 16a-13 under the Exchange Act. F4 · balance_after: Reported amount includes 153,690 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. Read SEC document |
| February 09, 2024 Filed Feb 13, 2024 18:22 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GrantCommon Stock | 68,363 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-24-000606 · form4.xml · nonDerivative · entry 1 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Represents restricted stock units ("RSUs"). Each RSU represents the contingent right to receive, in accordance with the issuance schedule set forth in the applicable RSU award agreement, one share of common stock of the Issuer for each vested RSU. The RSUs vest in installments in accordance with the terms of the applicable RSU award agreement, provided the reporting person remains in service through the applicable vesting date. F2 · balance_after: Reported amounts have been adjusted to reflect the transfer of 68,363 RSUs directly owned by the reporting person to the James and Leslie Belardi Family Trust, which transfer was exempt from Section 16 pursuant to Rule 16a-13 under the Exchange Act. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 17:58 UTC | Apollo Global Management, Inc. APO · Entity 2956 | Tax withholdingCommon Stock | 1,925 | $93.19 | $179,390.75 |
DisclosureSEC source: 0000905148-24-000059 · form4.xml · nonDerivative · entry 2 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: No plan indicated Ownership: Indirect · By James and Leslie Belardi Family Trust Disclosed balance after: 250,922 F1 · shares: 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. F3 · balance_after: Reported amount includes 179,026 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. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 17:58 UTC | Apollo Global Management, Inc. APO · Entity 2956 | Tax withholdingCommon Stock | 5,090 | $93.19 | $474,337.10 |
DisclosureSEC source: 0000905148-24-000059 · form4.xml · nonDerivative · entry 1 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: No plan indicated Ownership: Indirect · By James and Leslie Belardi Family Trust Disclosed balance after: 252,847 F1 · shares: 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 · balance_after: Reported amount includes 184,159 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. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 16:14 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GiftCommon Stock | 45,959 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-23-000843 · form4.xml · nonDerivative · entry 1 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: No plan indicated Ownership: Indirect · JB Athene Investments III, LLC Disclosed balance after: 594,582 F1 · kind: These shares are subject to a lock-up agreement (the "Lock-Up Agreement") delivered pursuant to the underwriting agreement dated August 8, 2023, between the Issuer and certain underwriters. The donee has agreed to receive and hold these shares subject to the provisions of the Lock-Up Agreement. F1 · shares: These shares are subject to a lock-up agreement (the "Lock-Up Agreement") delivered pursuant to the underwriting agreement dated August 8, 2023, between the Issuer and certain underwriters. The donee has agreed to receive and hold these shares subject to the provisions of the Lock-Up Agreement. Read SEC document |
| May 30, 2023 Filed Jun 1, 2023 16:30 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GiftCommon Stock | 157,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-027790 · form4.xml · nonDerivative · entry 2 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: No plan indicated Ownership: Indirect · By Belardi 2019 GST Non-Exempt Descendants Trust Disclosed balance after: 157,481 F1 · shares: Upon termination of the Belardi 2020 GRAT, 157,481 shares were distributed to the remainder beneficiary, Belardi 2019 GST Non-Exempt Descendants Trust u/a dated August 8, 2019, Preston Johnson, Trustee. Read SEC document |
| May 30, 2023 Filed Jun 1, 2023 16:30 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GiftCommon Stock | 157,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-027790 · form4.xml · nonDerivative · entry 1 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: No plan indicated Ownership: Indirect · By Belardi 2020 GRAT Disclosed balance after: 0 F1 · shares: Upon termination of the Belardi 2020 GRAT, 157,481 shares were distributed to the remainder beneficiary, Belardi 2019 GST Non-Exempt Descendants Trust u/a dated August 8, 2019, Preston Johnson, Trustee. F2 · balance_after: Reported amounts have been adjusted to reflect the 21,000 shares previously transferred by the Belardi 2020 GRAT to the James and Leslie Belardi Family Trust, which transfer was exempt from Section 16 pursuant to Rule 16a-13 under the Securities Exchange Act of 1934, as amended (the "Exchange Act"). Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 20:21 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GiftCommon Stock | 1,478,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003005 · doc1.xml · nonDerivative · entry 5 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: Not disclosed Ownership: Indirect · JB Athene Investments IV, LLC Disclosed balance after: 1,478,185 Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 20:21 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GiftCommon Stock | 373,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003005 · doc1.xml · nonDerivative · entry 4 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: Not disclosed Ownership: Indirect · By Belardi Family Irrevocable Trust Disclosed balance after: 0 Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 20:21 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GiftCommon Stock | 1,104,966 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003005 · doc1.xml · nonDerivative · entry 3 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: Not disclosed Ownership: Indirect · By Belardi 2019 GST Non-Exempt Descendants Trust Disclosed balance after: 0 Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 20:21 UTC | Apollo Global Management, Inc. APO · Entity 2956 | Tax withholdingCommon Stock | 41,811 | $70.66 | $2,954,365.26 |
DisclosureSEC source: 0001567619-23-003005 · doc1.xml · nonDerivative · entry 2 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: Not disclosed Ownership: Indirect · By James and Leslie Belardi Family Trust Disclosed balance after: 236,937 F3 · shares: 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 · balance_after: Reported amounts have been adjusted to reflect the transfer of 515,732 shares and of 98,626 RSUs, previously reported as directly owned by the reporting person, to the James and Leslie Belardi Family Trust, which transfers were exempt from Section 16 pursuant to Rule 16a-13 under the Exchange Act. F4 · balance_after: Reported amounts have been adjusted to reflect the transfer of 640,541 shares, previously reported as owned by James and Leslie Belardi Family Trust, to JB Athene Investments III, LLC, which transfer was exempt from Section 16 pursuant to Rule 16a-13 under the Exchange Act. F5 · balance_after: Reported amount includes 184,159 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. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 20:21 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GrantCommon Stock | 98,626 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003005 · doc1.xml · nonDerivative · entry 1 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Represents restricted stock units ("RSUs"). Each RSU represents the contingent right to receive, in accordance with the issuance schedule set forth in the applicable RSU award agreement, one share of common stock of the Issuer for each vested RSU. The RSUs vest in installments in accordance with the terms of the applicable RSU award agreement, provided the reporting person remains in service through the applicable vesting date. F2 · balance_after: Reported amounts have been adjusted to reflect the transfer of 515,732 shares and of 98,626 RSUs, previously reported as directly owned by the reporting person, to the James and Leslie Belardi Family Trust, which transfers were exempt from Section 16 pursuant to Rule 16a-13 under the Exchange Act. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 17:45 UTC | Apollo Global Management, Inc. APO · Entity 2956 | Tax withholdingCommon Stock | 23,052 | $62.81 | $1,447,896.12 |
DisclosureSEC source: 0001140361-23-000716 · form4.xml · nonDerivative · entry 1 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: Not disclosed Ownership: Indirect · By James and Leslie Belardi Family Trust Disclosed balance after: 304,931 F1 · shares: 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 · balance_after: Reported amount includes 169,857 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. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 16:30 UTC | Apollo Global Management, Inc. APO · Entity 2956 | Tax withholdingCommon Stock | 10,179 | $63.79 | $649,318.41 |
DisclosureSEC source: 0001140361-23-000452 · form4.xml · nonDerivative · entry 1 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: Not disclosed Ownership: Indirect · By James and Leslie Belardi Family Trust Disclosed balance after: 327,983 F1 · shares: 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 · balance_after: Reported amount includes 208,697 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. Read SEC document |
| December 12, 2022 Filed Feb 10, 2023 20:01 UTC | Athene Holding Ltd. ATH · Entity 9807 | PurchaseDepositary Shares of Series E Preference Shares | 66,400 | $25.16 | $1,670,624.00 |
DisclosureSEC source: 0001140361-23-006105 · form5.xml · nonDerivative · entry 1 Belardi James Richard · CIK 0001689315 · Director · Chairman, CEO and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · by James and Leslie Belardi Family Trust Disclosed balance after: 66,400 F1 · security: Complete Title of Security: Depositary Shares Each Representing a 1/1,000th Interest in a Share of 7.750% Fixed-Rate Reset Perpetual Non-Cumulative Preference Shares, Series E. Neither the Depositary Shares nor the underlying Series E Preference Shares are convertible into, or exchangeable for, shares of any other class or series of stock or other securities of the Issuer or its subsidiaries and, except in very limited circumstances, neither the Depositary Shares nor the underlying Series E Preference Shares have voting rights. Neither the Depositary Shares nor the underlying Series E Preference Shares will be obligations of, or guaranteed by, Apollo Global Management, Inc., the beneficial owner of 100% of Class A common shares of the Issuer, or any entity other than the Issuer. Read SEC document |
| December 01, 2022 Filed Dec 20, 2022 16:30 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GiftCommon Stock | 23,181 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-046380 · form4.xml · nonDerivative · entry 4 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 515,732 F3 · balance_after: Reported amounts have been adjusted to reflect the transfer of 111,079 RSUs, previously reported as directly owned by the reporting person, to the James and Leslie Belardi Family Trust, which transfer was exempt from Section 16 pursuant to Rule 16a-13 under the Exchange Act. Read SEC document |
| September 07, 2022 Filed Dec 20, 2022 16:30 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GiftCommon Stock | 35,798 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-046380 · form4.xml · nonDerivative · entry 3 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 649,992 F1 · balance_after: Upon termination of the Belardi 2019 GRAT, 1,104,966 shares were distributed to the remainder beneficiary, Belardi 2019 GST Non-Exempt Descendants Trust u/a dated August 8, 2019, Preston Johnson, Trustee. The remaining 493,586 shares were previously transferred by the Belardi 2019 GRAT to the reporting person, which transfer was exempt from Section 16 pursuant to Rule 16a-13 under the Securities Exchange Act of 1934, as amended (the "Exchange Act"), and continue to be reported in this Form 4 as directly owned. F2 · balance_after: Reported amount includes 111,079 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. Read SEC document |
| September 02, 2022 Filed Dec 20, 2022 16:30 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GiftCommon Stock | 1,104,966 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-046380 · form4.xml · nonDerivative · entry 2 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: Not disclosed Ownership: Indirect · By Belardi 2019 GST Non-Exempt Descendants Trust Disclosed balance after: 1,104,966 F1 · shares: Upon termination of the Belardi 2019 GRAT, 1,104,966 shares were distributed to the remainder beneficiary, Belardi 2019 GST Non-Exempt Descendants Trust u/a dated August 8, 2019, Preston Johnson, Trustee. The remaining 493,586 shares were previously transferred by the Belardi 2019 GRAT to the reporting person, which transfer was exempt from Section 16 pursuant to Rule 16a-13 under the Securities Exchange Act of 1934, as amended (the "Exchange Act"), and continue to be reported in this Form 4 as directly owned. F6 · ownership.nature: The reporting person does not serve as trustee of either the Belardi Family Irrevocable Trust or the Belardi 2019 GST Non-Exempt Descendants Trust, and disclaims beneficial ownership of the shares reported as indirectly owned through such trusts, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such shares for purposes of Section 16 of the Exchange Act, or for any other purpose. Read SEC document |
| September 02, 2022 Filed Dec 20, 2022 16:30 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GiftCommon Stock | 1,104,966 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-046380 · form4.xml · nonDerivative · entry 1 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: Not disclosed Ownership: Indirect · By Belardi 2019 GRAT Disclosed balance after: 0 F1 · shares: Upon termination of the Belardi 2019 GRAT, 1,104,966 shares were distributed to the remainder beneficiary, Belardi 2019 GST Non-Exempt Descendants Trust u/a dated August 8, 2019, Preston Johnson, Trustee. The remaining 493,586 shares were previously transferred by the Belardi 2019 GRAT to the reporting person, which transfer was exempt from Section 16 pursuant to Rule 16a-13 under the Securities Exchange Act of 1934, as amended (the "Exchange Act"), and continue to be reported in this Form 4 as directly owned. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 21:02 UTC | Apollo Global Management, Inc. APO · Entity 2956 | Tax withholdingCommon Stock | 16,779 | $65.67 | $1,101,876.93 |
DisclosureSEC source: 0001567619-22-006144 · doc1.xml · nonDerivative · entry 1 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: Not disclosed Ownership: Indirect · By James and Leslie Belardi Family Trust Disclosed balance after: 202,433 F1 · shares: This reported transaction represents shares withheld to satisfy tax withholding obligations in connection with the settlement of vested restricted share awards that settled in Common Stock. F2 · balance_after: Reported amount includes 97,616 restricted stock units ("RSUs"). RSUs represent the right to receive shares of Apollo Global Management, Inc. pursuant to an equity plan administered by Apollo Global Management, Inc. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 18:54 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GrantCommon Stock | 53,645 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-22-000837 · es220229549_4-agmbelardi.xml · nonDerivative · entry 2 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: Not disclosed Ownership: Indirect · By James and Leslie Belardi Family Trust Disclosed balance after: 219,212 F1 · shares: Represents restricted stock units ("RSUs"). Each RSU represents the contingent right to receive, in accordance with the issuance schedule set forth in the applicable RSU award agreement, one share of common stock of the Issuer for each vested RSU. The RSUs vest in installments in accordance with the terms of the applicable RSU award agreement, provided the reporting person remains in service through the applicable vesting date. F3 · balance_after: Reported amount includes 97,616 RSUs. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 18:54 UTC | Apollo Global Management, Inc. APO · Entity 2956 | GrantCommon Stock | 53,643 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-22-000837 · es220229549_4-agmbelardi.xml · nonDerivative · entry 1 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,429 F1 · shares: Represents restricted stock units ("RSUs"). Each RSU represents the contingent right to receive, in accordance with the issuance schedule set forth in the applicable RSU award agreement, one share of common stock of the Issuer for each vested RSU. The RSUs vest in installments in accordance with the terms of the applicable RSU award agreement, provided the reporting person remains in service through the applicable vesting date. F2 · balance_after: Reported amount includes 190,778 RSUs. Read SEC document |
| February 16, 2022 Filed Jul 27, 2022 18:14 UTC | Apollo Global Management, Inc. APO · Entity 2956 | Tax withholdingCommon Stock | 37,225 | $65.63 | $2,443,076.75 |
DisclosureSEC source: 0001140361-22-027168 · form4.xml · nonDerivative · entry 1 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,204 F1 · shares: This reported transaction represents shares withheld to satisfy tax withholding obligations in connection with the settlement of vested restricted stock units ("RSUs") that settled in Common Stock. F2 · balance_after: Reported amount includes 111,079 restricted stock units ("RSUs"). RSUs represent the right to receive shares of Apollo Global Management, Inc. pursuant to an equity plan administered by Apollo Global Management, Inc. Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 16:48 UTC | Apollo Global Management, Inc. APO · Entity 2956 | Tax withholdingCommon Stock | 17,259 | $72.52 | $1,251,622.68 |
DisclosureSEC source: 0000905148-22-000022 · form4.xml · nonDerivative · entry 1 Belardi James Richard · CIK 0001689315 · Director · CEO of Athene Holding Ltd. 10b5-1 filing: Not disclosed Ownership: Indirect · By James and Leslie Belardi Family Trust Disclosed balance after: 165,567 F1 · shares: This reported transaction represents shares withheld to satisfy tax withholding obligations in connection with the settlement of vested restricted share awards and restricted stock units ("RSUs") that settled in Common Stock. F2 · balance_after: Reported amount includes 43,971 RSUs. RSUs represent the right to receive shares of Apollo Global Management, Inc. pursuant to an equity plan administered by Apollo Global Management, Inc. Read SEC document |
| January 01, 2022 Filed Jan 3, 2022 17:11 UTC | Athene Holding Ltd. ATH · Entity 9807 | Disposition to issuerPerformance-Based Restricted Stock Units · Derivative | 25,146 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-000201 · form4.xml · derivative · entry 27 Belardi James Richard · CIK 0001689315 · Director · Chairman, CEO and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · By James and Leslie Belardi Family Trust Disclosed balance after: 0 Underlying: Class A Common Shares · 25,146 shares Expires not disclosed F15 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one Class A Common Share of the Issuer. Vested RSUs are settled in Class A Common Shares on a one-for-one basis. In certain circumstances involving termination of the reporting person after a change in control of the Issuer, the award shall become immediately and fully vested as of the effective date of such termination of relationship. F1 · price: Pursuant to the Agreement and Plan of Merger, dated March 8, 2021 (the "Merger Agreement") by and among the Issuer, Apollo Global Management, Inc., a Delaware corporation ("AGM"), Tango Holdings, Inc., a Delaware corporation and a direct wholly owned subsidiary of AGM ("HoldCo"), Blue Merger Sub, Ltd., a Bermuda exempted company and a direct wholly owned subsidiary of HoldCo ("Company Merger Sub"), and Green Merger Sub, Inc., a Delaware corporation and a direct, wholly owned subsidiary of HoldCo ("AGM Merger Sub"), effective January 1, 2022 (the "Effective Time"): (i) AGM merged with AGM Merger Sub, with AGM surviving such merger as a direct wholly owned subsidiary of HoldCo (the "AGM Merger"), (ii) the Issuer merged with Company Merger Sub, with the Issuer surviving such merger as a direct, wholly owned subsidiary of HoldCo (the "Company Merger" and, together with the AGM Merger, the "Mergers"), and (iii) the name of HoldCo was changed to "Apollo Global Management, Inc." F22 · price: Pursuant to the Merger Agreement, these PSUs converted into an award of restricted share units with respect to a number of HoldCo Shares, rounded down to the nearest whole HoldCo Share, equal to (i) 1.149 multiplied by (ii) the number of Class A Common Shares subject to such PSU immediately prior to the Effective Time. The PSUs continue to be subject to time-based vesting conditions and will vest at the end of the applicable performance period. These PSUs are otherwise subject to the same terms and conditions as were applicable immediately prior to the Effective Time. F21 · derivative.exercise_date: These PSUs vest over the three fiscal year period from January 1, 2020 to December 31, 2022 and have no expiration date F21 · derivative.expiration_date: These PSUs vest over the three fiscal year period from January 1, 2020 to December 31, 2022 and have no expiration date Read SEC document |
| January 01, 2022 Filed Jan 3, 2022 17:11 UTC | Athene Holding Ltd. ATH · Entity 9807 | GrantPerformance-Based Restricted Stock Units · Derivative | 25,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-000201 · form4.xml · derivative · entry 26 Belardi James Richard · CIK 0001689315 · Director · Chairman, CEO and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · By James and Leslie Belardi Family Trust Disclosed balance after: 25,146 Underlying: Class A Common Shares · 25,146 shares Expires not disclosed F15 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one Class A Common Share of the Issuer. Vested RSUs are settled in Class A Common Shares on a one-for-one basis. In certain circumstances involving termination of the reporting person after a change in control of the Issuer, the award shall become immediately and fully vested as of the effective date of such termination of relationship. F1 · kind: Pursuant to the Agreement and Plan of Merger, dated March 8, 2021 (the "Merger Agreement") by and among the Issuer, Apollo Global Management, Inc., a Delaware corporation ("AGM"), Tango Holdings, Inc., a Delaware corporation and a direct wholly owned subsidiary of AGM ("HoldCo"), Blue Merger Sub, Ltd., a Bermuda exempted company and a direct wholly owned subsidiary of HoldCo ("Company Merger Sub"), and Green Merger Sub, Inc., a Delaware corporation and a direct, wholly owned subsidiary of HoldCo ("AGM Merger Sub"), effective January 1, 2022 (the "Effective Time"): (i) AGM merged with AGM Merger Sub, with AGM surviving such merger as a direct wholly owned subsidiary of HoldCo (the "AGM Merger"), (ii) the Issuer merged with Company Merger Sub, with the Issuer surviving such merger as a direct, wholly owned subsidiary of HoldCo (the "Company Merger" and, together with the AGM Merger, the "Mergers"), and (iii) the name of HoldCo was changed to "Apollo Global Management, Inc." F20 · kind: Pursuant to the terms of the Merger Agreement, these performance-based RSUs ("PSUs") vested to the extent of the applicable target level of performance (100%). F21 · derivative.exercise_date: These PSUs vest over the three fiscal year period from January 1, 2020 to December 31, 2022 and have no expiration date F21 · derivative.expiration_date: These PSUs vest over the three fiscal year period from January 1, 2020 to December 31, 2022 and have no expiration date Read SEC document |
| January 01, 2022 Filed Jan 3, 2022 17:11 UTC | Athene Holding Ltd. ATH · Entity 9807 | Disposition to issuerTime-Based Restricted Stock Units · Derivative | 4,909 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-000201 · form4.xml · derivative · entry 25 Belardi James Richard · CIK 0001689315 · Director · Chairman, CEO and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · By James and Leslie Belardi Family Trust Disclosed balance after: 0 Underlying: Class A Common Shares · 4,909 shares Expires not disclosed F15 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one Class A Common Share of the Issuer. Vested RSUs are settled in Class A Common Shares on a one-for-one basis. In certain circumstances involving termination of the reporting person after a change in control of the Issuer, the award shall become immediately and fully vested as of the effective date of such termination of relationship. F1 · price: Pursuant to the Agreement and Plan of Merger, dated March 8, 2021 (the "Merger Agreement") by and among the Issuer, Apollo Global Management, Inc., a Delaware corporation ("AGM"), Tango Holdings, Inc., a Delaware corporation and a direct wholly owned subsidiary of AGM ("HoldCo"), Blue Merger Sub, Ltd., a Bermuda exempted company and a direct wholly owned subsidiary of HoldCo ("Company Merger Sub"), and Green Merger Sub, Inc., a Delaware corporation and a direct, wholly owned subsidiary of HoldCo ("AGM Merger Sub"), effective January 1, 2022 (the "Effective Time"): (i) AGM merged with AGM Merger Sub, with AGM surviving such merger as a direct wholly owned subsidiary of HoldCo (the "AGM Merger"), (ii) the Issuer merged with Company Merger Sub, with the Issuer surviving such merger as a direct, wholly owned subsidiary of HoldCo (the "Company Merger" and, together with the AGM Merger, the "Mergers"), and (iii) the name of HoldCo was changed to "Apollo Global Management, Inc." F19 · price: Pursuant to the Merger Agreement, these time-based RSUs converted into an award of restricted share units with respect to a number of HoldCo Shares, rounded down to the nearest whole HoldCo Share, equal to (i) 1.149 multiplied by (ii) the number of Class A Common Shares subject to such RSU immediately prior to the Effective Time. These RSUs are otherwise subject to the same terms and conditions as were applicable immediately prior to the Effective Time. F18 · derivative.exercise_date: These RSUs vest on each of the first three anniversaries of the January 1, 2019 vesting start date and have no expiration date. F18 · derivative.expiration_date: These RSUs vest on each of the first three anniversaries of the January 1, 2019 vesting start date and have no expiration date. Read SEC document |
| January 01, 2022 Filed Jan 3, 2022 17:11 UTC | Athene Holding Ltd. ATH · Entity 9807 | Disposition to issuerTime-Based Restricted Stock Units · Derivative | 8,382 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-000201 · form4.xml · derivative · entry 24 Belardi James Richard · CIK 0001689315 · Director · Chairman, CEO and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · By James and Leslie Belardi Family Trust Disclosed balance after: 0 Underlying: Class A Common Shares · 8,382 shares Expires not disclosed F15 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one Class A Common Share of the Issuer. Vested RSUs are settled in Class A Common Shares on a one-for-one basis. In certain circumstances involving termination of the reporting person after a change in control of the Issuer, the award shall become immediately and fully vested as of the effective date of such termination of relationship. F1 · price: Pursuant to the Agreement and Plan of Merger, dated March 8, 2021 (the "Merger Agreement") by and among the Issuer, Apollo Global Management, Inc., a Delaware corporation ("AGM"), Tango Holdings, Inc., a Delaware corporation and a direct wholly owned subsidiary of AGM ("HoldCo"), Blue Merger Sub, Ltd., a Bermuda exempted company and a direct wholly owned subsidiary of HoldCo ("Company Merger Sub"), and Green Merger Sub, Inc., a Delaware corporation and a direct, wholly owned subsidiary of HoldCo ("AGM Merger Sub"), effective January 1, 2022 (the "Effective Time"): (i) AGM merged with AGM Merger Sub, with AGM surviving such merger as a direct wholly owned subsidiary of HoldCo (the "AGM Merger"), (ii) the Issuer merged with Company Merger Sub, with the Issuer surviving such merger as a direct, wholly owned subsidiary of HoldCo (the "Company Merger" and, together with the AGM Merger, the "Mergers"), and (iii) the name of HoldCo was changed to "Apollo Global Management, Inc." F19 · price: Pursuant to the Merger Agreement, these time-based RSUs converted into an award of restricted share units with respect to a number of HoldCo Shares, rounded down to the nearest whole HoldCo Share, equal to (i) 1.149 multiplied by (ii) the number of Class A Common Shares subject to such RSU immediately prior to the Effective Time. These RSUs are otherwise subject to the same terms and conditions as were applicable immediately prior to the Effective Time. F17 · derivative.exercise_date: These RSUs vest on each of the first three anniversaries of the January 1, 2020 vesting start date and have no expiration date. F17 · derivative.expiration_date: These RSUs vest on each of the first three anniversaries of the January 1, 2020 vesting start date and have no expiration date. Read SEC document |
| January 01, 2022 Filed Jan 3, 2022 17:11 UTC | Athene Holding Ltd. ATH · Entity 9807 | Disposition to issuerTime-Based Restricted Stock Units · Derivative | 13,401 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-22-000201 · form4.xml · derivative · entry 23 Belardi James Richard · CIK 0001689315 · Director · Chairman, CEO and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · By James and Leslie Belardi Family Trust Disclosed balance after: 0 Underlying: Class A Common Shares · 13,401 shares Expires not disclosed F15 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one Class A Common Share of the Issuer. Vested RSUs are settled in Class A Common Shares on a one-for-one basis. In certain circumstances involving termination of the reporting person after a change in control of the Issuer, the award shall become immediately and fully vested as of the effective date of such termination of relationship. F1 · price: Pursuant to the Agreement and Plan of Merger, dated March 8, 2021 (the "Merger Agreement") by and among the Issuer, Apollo Global Management, Inc., a Delaware corporation ("AGM"), Tango Holdings, Inc., a Delaware corporation and a direct wholly owned subsidiary of AGM ("HoldCo"), Blue Merger Sub, Ltd., a Bermuda exempted company and a direct wholly owned subsidiary of HoldCo ("Company Merger Sub"), and Green Merger Sub, Inc., a Delaware corporation and a direct, wholly owned subsidiary of HoldCo ("AGM Merger Sub"), effective January 1, 2022 (the "Effective Time"): (i) AGM merged with AGM Merger Sub, with AGM surviving such merger as a direct wholly owned subsidiary of HoldCo (the "AGM Merger"), (ii) the Issuer merged with Company Merger Sub, with the Issuer surviving such merger as a direct, wholly owned subsidiary of HoldCo (the "Company Merger" and, together with the AGM Merger, the "Mergers"), and (iii) the name of HoldCo was changed to "Apollo Global Management, Inc." F19 · price: Pursuant to the Merger Agreement, these time-based RSUs converted into an award of restricted share units with respect to a number of HoldCo Shares, rounded down to the nearest whole HoldCo Share, equal to (i) 1.149 multiplied by (ii) the number of Class A Common Shares subject to such RSU immediately prior to the Effective Time. These RSUs are otherwise subject to the same terms and conditions as were applicable immediately prior to the Effective Time. F16 · derivative.exercise_date: These RSUs vest on each of the first three anniversaries of the January 1, 2021 vesting start date and have no expiration date. F16 · derivative.expiration_date: These RSUs vest on each of the first three anniversaries of the January 1, 2021 vesting start date and have no expiration date. Read SEC document |
| January 01, 2022 Filed Jan 3, 2022 17:11 UTC | Athene Holding Ltd. ATH · Entity 9807 | Disposition to issuerWarrants (Right to Buy) · Derivative | 509,434 | Not disclosed Strike: $10.00 | Not disclosed |
DisclosureSEC source: 0001140361-22-000201 · form4.xml · derivative · entry 22 Belardi James Richard · CIK 0001689315 · Director · Chairman, CEO and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · By JB Athene Investments II, LLC Disclosed balance after: 0 Underlying: Class A Common Shares · 509,434 shares Expires not disclosed F1 · price: Pursuant to the Agreement and Plan of Merger, dated March 8, 2021 (the "Merger Agreement") by and among the Issuer, Apollo Global Management, Inc., a Delaware corporation ("AGM"), Tango Holdings, Inc., a Delaware corporation and a direct wholly owned subsidiary of AGM ("HoldCo"), Blue Merger Sub, Ltd., a Bermuda exempted company and a direct wholly owned subsidiary of HoldCo ("Company Merger Sub"), and Green Merger Sub, Inc., a Delaware corporation and a direct, wholly owned subsidiary of HoldCo ("AGM Merger Sub"), effective January 1, 2022 (the "Effective Time"): (i) AGM merged with AGM Merger Sub, with AGM surviving such merger as a direct wholly owned subsidiary of HoldCo (the "AGM Merger"), (ii) the Issuer merged with Company Merger Sub, with the Issuer surviving such merger as a direct, wholly owned subsidiary of HoldCo (the "Company Merger" and, together with the AGM Merger, the "Mergers"), and (iii) the name of HoldCo was changed to "Apollo Global Management, Inc." F14 · price: Pursuant to the Merger Agreement, these Warrants were automatically exchanged for an amount of HoldCo Shares equal to the fair value of the Company Warrant as of immediately prior to the Effective Date, as determined utilizing the Black-Scholes Option Pricing Model. F13 · derivative.exercise_date: These warrants can be exercised at any time and have no expiration date. F13 · derivative.expiration_date: These warrants can be exercised at any time and have no expiration date. 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.