Apollo Management, LP

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.

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 (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 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 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.