Apollo Management Gp, LLC

10% owner Apollo Management sold 12,000,000 shares (39.9% reduction) at $4.40; cross-ticker track record shows -2.3% avg 30d return after sells

Apollo Management Holdings Gp, LLC, a 10% owner of TBLA, sold 12,000,000 shares for $52,800,000.00 on 2026-05-28, reducing holdings from 30,039,644 shares to 18,039,644 shares. The sale at $4.40 occurred while the stock traded at a current price of $4.95, slightly below the 52-week high of $5.26 and up 30.6% over the prior 30 days. Notably, at this same ticker, Apollo's prior 2 sells on 2024-06-03 both posted negative 90-day returns (-19.0%), demonstrating a consistent pattern of well-timed exits at TBLA. However, Apollo's broader cross-ticker track record shows an average 30-day return of -2.3% after sells, with only a 25.00% well-timed rate across 11 prior sales. The substantial 39.9% reduction in stake size merits observation as a material change in Apollo's TBLA exposure amid mixed timing signals across portfolio scope.

Apollo Management Holdings GP sold 71,000,000 shares of ADT at $8.31; reduces stake by 38.7% to 112.65M shares.

Apollo Management Holdings GP, LLC divested a substantial 71,000,000 shares (38.7% of pre-transaction holdings) at $8.31 per share on 2025-07-28, reducing its position from 183.65M to 112.65M shares. At the transaction price of $8.31, the stock was trading 3.6% below its 52-week high of $8.67 and slightly below the current market price of $8.36. The sale value of $590.0M represents a material reduction in the 10% owner's stake. ADT trades at a low P/E of 10.20 with flat annual revenue growth (-1.7%), suggesting limited organic growth tailwinds; the insider's partial exit may reflect capital redeployment rather than a response to deteriorating fundamentals. Without a 10b5-1 plan FLAG or other contextual data to indicate scheduling, the discretionary nature and scale of this divestiture merit attention to whether further stake reductions are planned.

Apollo Management Holdings GP sold 45,000,000 shares of ADT at $8.27 (372.2M) on 2025-06-04, reducing stake to 183.65M shares (-19.7%)

Apollo Management Holdings GP executed a 45,000,000-share sale at $8.27 on 2025-06-04, representing a 19.7% reduction in its holdings from 228.65M to 183.65M shares, valued at $372.2M. The sale price of $8.27 sits within the 52-week range and slightly below the current price of $8.43, placing the transaction near recent resistance levels. Notably, Apollo has completed at least three separate sales at ADT within a concentrated period (two on 2025-05-12 and one on 2025-06-04), signaling sustained conviction to reduce its position despite fundamentals including $1.3B quarterly revenue and $140.2M net income. The company's cross-ticker track record shows a 40.00% well-timed sell rate over 8 prior transactions, though prior ADT sales outcomes remain unmeasured, leaving the pattern and intent behind this substantial multi-week liquidation sequence open to interpretation.

Apollo Management Holdings GP sold 50,000,000 shares of ADT at $8.02 on 2025-05-12; position reduced 17.9% to 228.65M shares.

Apollo Management Holdings GP, LLC executed a substantial sale of 50,000,000 shares valued at $401,000,000.00, reducing its holding in ADT Inc. by 17.9% while retaining a significant 228.65M shares. The sale occurred at $8.02, near the lower end of the 52-week range of $6.71–$8.55, though the current price of $8.38 sits 2.0% below the 52-week high, suggesting the broader market has not collapsed post-sale. Cross-ticker data shows Apollo's historical track record of 6 prior sells averaged a 90-day return of -1.6%, with 40.00% characterized as well-timed outcomes; however, this marks only the first measurable transaction at ADT, so tick-specific validation of timing remains unavailable. As a 10% owner executing a material reduction in its stake, this sale merits monitoring for any signaling about asset value or strategic repositioning, though the underlying business shows modest fundamentals: revenue of $1.3B with net income of $140.2M and flat annual revenue growth of -1.7%.

Apollo Management Holdings GP sold 988.3K TBLA shares at $4.32 on 2024-06-03; stock down 35.3% from 52-week high, now at $3.03.

Apollo Management Holdings GP, LLC, a 10% owner, sold 988,296 shares (988.3K shares) at $4.32 on 2024-06-03, reducing holdings by 2.2% to 43,623,460 shares (43.62M shares). The transaction occurred when the stock traded at $4.32, but the equity has since declined to $3.03 current price, representing a -35.3% decline from its 52-week high of $4.68. At the SAME-TICKER level, this particular sale is well-timed on a 90-day basis (90d -19.0%), consistent with 1 of 1 prior TBLA trades being well-timed. Taboola's fundamentals show revenue of $433,012,000.00 (latest quarter) with robust annual growth of +22.7%, but the company remains unprofitable with net income of $-6,454,000.00. At a market cap of $1,018,710,867.21 with P/E of 23.31 and the 30-day return of -19.6%, this sell by a major shareholder coincides with deteriorating short-term price momentum and elevated valuation multiples despite ongoing operational losses.