Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | APO | Common Stock | Gift | $0 | -857K | -100% | $0.00* | 0 | May 31, 2022 | GST-Exempt Family Trust Under the James and Vivian Zelter Descendants Trust Agreement | F1 |
holding | APO | Common Stock | 6.08M | May 31, 2022 | Direct | F2 | |||||
holding | APO | Common Stock | 1.21M | May 31, 2022 | The James C. Zelter 2021 GRAT No. 1 | F3 | |||||
holding | APO | Common Stock | 1.2M | May 31, 2022 | Zelter APO Series LLC | F4 |
Id | Content |
---|---|
F1 | These shares were previously held by GST-Exempt Family Trust under the James and Vivian Zelter Descendants Trust Agreement, a vehicle over which the reporting person exercises voting and investment control. The transaction reported herein is a transfer for estate planning purposes to a new trust for which the reporting person's children are beneficiaries, and for which the reporting person neither exercises voting nor investment control, and therefore for which the reporting person disclaims beneficial ownership. |
F2 | Reported amount includes 5,510,649 vested and unvested 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 | By The James C. Zelter 2021 GRAT No. 1, a vehicle over which the reporting person exercises voting and investment control. |
F4 | By Zelter APO Series LLC, a vehicle over which the reporting person exercises voting and investment control. |
Co-President of Apollo Asset Management, Inc.