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Apollo Origination II (Levered) Capital Trust·4

Mar 24, 4:25 PM ET

Apollo Principal Holdings B GP, LLC 4

4 · Apollo Origination II (Levered) Capital Trust · Filed Mar 24, 2026

Research Summary

AI-generated summary of this filing

Updated

Apollo Origination II (Levered): Apollo Principal Holdings B GP Buys Shares

What Happened
Apollo Principal Holdings B GP, LLC (reported as a 10% owner) purchased 2,506,748.94 shares of Apollo Origination II (Levered) Capital Trust on 2026-03-20 at $25.93 per share, for a reported total of $65,000,000. This was a purchase (acquisition) reported on a Form 4 filed with the SEC on 2026-03-24.

Key Details

  • Transaction date and price: 2026-03-20 at $25.93 per share.
  • Shares acquired and value: 2,506,748.94 shares; total consideration $65,000,000.
  • Shares owned after transaction: Not specified in the filing.
  • Footnotes: Securities are held directly by Apollo Direct Lending Fund II (Levered AIV), L.P.; a chain of advisor/general partner entities (Apollo Direct Lending Advisors II, Apollo Origination Advisors II GP, APH Holdings (DC), L.P., and Apollo Principal Holdings B GP, LLC) is disclosed. The filing includes a standard disclaimer that these entities and the listed managers (Marc Rowan, Scott Kleinman and James Zelter) disclaim beneficial ownership except to the extent of any pecuniary interest.
  • Filing timing: Form 4 filed 2026-03-24 reporting the 2026-03-20 purchase (filing date shown on accession).

Context

  • This report reflects an institutional 10% owner’s open-market/private purchase, not an individual executive transaction. Institutional purchases can be interpreted as informative of demand but do not, by themselves, indicate future company performance.
  • The footnotes indicate a multi-entity ownership and management structure; the named GP and managers disclaim beneficial ownership except for any pecuniary interest.

Insider Transaction Report

Form 4
Period: 2026-03-20
Apollo Origination II (Levered) Capital TrustNONE
Apollo Principal Holdings B GP, LLC
10% Owner
Transactions
  • Purchase

    Common shares of beneficial interest

    [F1][F2]
    2026-03-20$25.93/sh+2,506,748.94$65,000,000→ 30,539,823.7 total(indirect: See Footnotes)
Footnotes (2)
  • [F1]These securities are held directly by Apollo Direct Lending Fund II (Levered AIV), L.P. (formerly known as Apollo Origination Partnership II (Levered AIV), L.P.). Apollo Direct Lending Advisors II, L.P. (formerly known as Apollo Origination Advisors II, L.P.) is the general partner of Apollo Direct Lending Fund II (Levered AIV), L.P. Apollo Origination Advisors II GP, LLC is the general partner of Apollo Direct Lending Advisors II, L.P. The sole member of Apollo Origination Advisors II GP, LLC is APH Holdings (DC), L.P. Apollo Principal Holdings B GP, LLC is the general partner of APH Holdings (DC), L.P. Apollo Principal Holdings B GP, LLC is managed by a board of managers consisting of Marc Rowan, Scott Kleinman and James Zelter.
  • [F2](continued from footnote 1) Each of Apollo Direct Lending Advisors II, L.P., Apollo Origination Advisors II GP, LLC, APH Holdings (DC), L.P., Apollo Principal Holdings B GP, LLC and Messrs. Rowan, Kleinman and Zelter disclaims beneficial ownership of these securities, except to the extent of their pecuniary interest therein, if any, and the filing of this report shall not be construed as an admission that any such person or entity is the beneficial owner of any such securities for purposes of Section 13(d) or 13(g) of the Securities Exchange Act of 1934, as amended, or for any other purpose.
Signature
/s/ See signatures attached as Exhibit 99.1|2026-03-24

Documents

2 files