Apollo Management Holdings Gp, LLC

Apollo Management Holdings sells 12,000,000 TBLA shares at $4.40; retains 18,039,644 shares post-transaction.

Apollo Management Holdings Gp, LLC divested 12,000,000 shares of Taboola at $4.40 on 2026-05-28, reducing its stake from 30,039,644 to 18,039,644 shares—a -39.9% reduction in holdings. The transaction occurs after a 30-day price advance of +30.6% and a 90-day advance of +63.4%, placing the stock +5.9% above its 52-week low but -5.9% below its 52-week high. At the same ticker, the insider's prior two sales (both on 2024-06-03) each posted 90d returns of -19.0%, demonstrating a pattern of well-timed exits at this name. The current divestiture follows that historical pattern while the stock remains in positive momentum territory, warranting observation of post-transaction price behavior to assess consistency with the insider's prior TBLA outcomes.

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 on 2025-07-28, reducing stake by 38.7% to 112.65M shares for $590.0M total

Apollo Management Holdings GP, a 10% owner, executed a substantial $590.0M open-market sale of 71,000,000 shares at $8.31, reducing its ADT position from 183.65M to 112.65M shares—a 38.7% reduction in holdings. The sale occurred near the 52-week high ($8.67), with the stock currently trading at $8.36, only 3.6% below its annual peak. Across this insider's cross-ticker open-market history, prior sells have averaged a 90-day return of -1.6% with a 40.00% well-timed rate; however, at ADT specifically, all five prior measurable sales have shown positive 30-day returns (ranging from +2.4% to +2.5%), suggesting stock strength following prior exits. The company trades at a 10.20 P/E ratio against a $6.4B market cap with recent revenue of $1.3B and net income of $165.2M, though annual revenue growth stands at -1.7%.

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 (10% holder) sells 45,000,000 ADT shares for $372.2M; holdings drop to 183.65M (-19.7%)

Apollo Management Holdings GP, LLC sold 45,000,000 shares of ADT at $8.27 on 2025-06-04, reducing its stake from 228.65M to 183.65M shares—a -19.7% reduction in its position. The sale represents a substantial $372,150,000.00 reduction in the 10% owner's holdings at a price very near the 52-week high of $8.60 ($8.27 vs current $8.43 suggests execution near peak). ADT trades at a P/E of 11.71 with modest fundamentals: latest quarterly revenue of $1,267,491,000.00 and annual revenue growth of -1.7%, indicating a stable but not accelerating business. Apollo's cross-ticker track record shows a 40.00% well-timed sell rate over 8 prior open-market sales with an average 90-day return of -1.6%, though at ADT specifically, timing data from prior trades remains unmeasurable.

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 for $401.0M, reducing stake from 278.65M to 228.65M shares.

Apollo Management Holdings GP, a 10% owner of ADT, executed a substantial sale of 50,000,000 shares at $8.02 per share on 2025-05-12, totaling $401.0M and reducing its holding by 17.9% relative to pre-transaction shares. The sale occurred near the upper range of ADT's 52-week trading band ($6.71–$8.55) and just below the 52-week high, though the stock has risen 4.0% in the 30 days and 11.7% in the 90 days since the transaction. ADT's fundamentals show stable profitability with $140.2M net income on $1.3B revenue, though annual revenue growth is negative at -1.7% and the P/E of 11.64 remains modest. The timing of this large block sale near recent highs, coupled with the decline in Apollo's percentage holding, warrants attention given the magnitude and the current price trajectory—though outcomes of future price movement remain to be observed.

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 sells 988.3K TBLA shares at $4.32; stock down 35.3% from 52-week high, now $3.03

Apollo Management Holdings GP, LLC, a 10% owner of Taboola.com Ltd., sold 988,296 shares (988.3K shares) at $4.32 on 2024-06-03 for $4,269,438.72 (total value $4.3M), reducing holdings from 44,611,756 to 43,623,460 shares. The sale occurred at a price that proved well-timed in hindsight: the stock has since declined to $3.03, representing a -19.0% decline over 90 days from the transaction date. The company faces fundamental headwinds despite reported annual revenue growth of 22.7% to $433,012,000; it remains unprofitable with net income of $-6,454,000 over the latest fiscal year. The timing of this insider sale coincides with the stock trading 35.3% below its 52-week high and down 19.6% over the trailing 30 days, underscoring pressure on the stock during a period when the broader business showed red profitability signals.

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.