Apollo Global Management (APO) RSU sell-vs-hold
Calculator · free · no signup · APOSell at vest or hold? Compare after-tax payout from selling Apollo Global Management RSUs at vest vs. holding through the LTCG cliff at 12 months.
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Your vest
Tax inputs
Hold strategy
Best after-tax payout — at year 1 yr
$47,709
Sell + invest wins by $4,981 over Hold 1 yr.
Estimates only. Not financial advice.
Heads-up: under-withholding. Your employer withholds federal tax at the IRS supplemental rate (22.0% on this vest, ≈ $17,600). Your marginal federal rate on this vest is 32.7%, owing $26,171. Expect to settle the $8,571 gap at tax time.
The hidden purchase
Tax was paid at vest either way. Holding is mathematically equivalent to taking $44,509 in after-tax cash and buying $44,509 of APO today.
Most diversification frameworks would advise against a purchase that size in a single name; the right answer depends on your conviction in APO. Holding past one year converts the gain to LTCG.
Sell + invest
Best payout| Vest value (shares × price) | $80,000 |
| Federal | |
| State | |
| Medicare | −$1,160 |
| Additional Medicare | −$720 |
| Market gain over 1 yr at 10.0% | $4,451 |
| Cap-gain tax on diversified gain — LTCG (federal + state + NIIT) | −$1,251 |
| Net at year 1 yr | $47,709 |
Sell every share at vest; invest the after-tax cash at the market return for 1 yr, then liquidate. Diversified — no single-stock concentration risk.
Hold 1 yr
| Vest value (shares × price) | $80,000 |
| Vest tax (federal + state + FICA) | |
| Net at year 1 yr | $42,728 |
Sold 444 shares to cover vest tax (net-settled); kept 556 shares 1 yr to qualify for long-term capital gains.
Social Security + Medicare are payroll taxes (collectively called FICA) — they apply because you're still employed at vest.
Both columns are stated in year-1 yr dollars. The sell side compounds at the market return; the hold side compounds at your single-stock expected return after a 20% volatility drag.
Estimates only. Assumes net-settled (sell-to-cover) vesting; double-trigger and pre-IPO RSUs are out of scope. Excludes multi-state moves, AMT interactions on other equity, and 83(b) elections. Not financial advice.
You evaluated one RSU vest. The beta plans every vest of every grant across years, with concentration and AMT in the loop.
Request beta access →Related calculators: RSU Lot Order Calculator · Stock Concentration Calculator
About Apollo Global Management
Apollo Global Management (APO) is a public Fintech company, incorporated in Delaware and headquartered in New York, NY.
Last close: $133.85 per share (as of 2026-08-18).
Equity grants at Apollo Global Management typically include restricted stock units (RSUs).
Apollo Global Management, Inc. is an American asset management firm that primarily invests in alternative assets. As of 2025, the company had $840 billion of assets under management, including $392 billion invested in credit, including mezzanine capital, hedge funds, non-performing loans, and collateralized loan obligations, $99 billion invested in private equity, and $46.2 billion invested in real assets, which includes real estate and infrastructure. The company invests money on behalf of pension funds, financial endowments, and sovereign wealth funds, as well as other institutional and individual investors.
Source: Wikipedia (CC BY-SA 4.0)
Leon Black, Josh Harris, and Marc Rowan founded the firm in 1990 out of the wreckage of Drexel Burnham, and it built a reputation in distressed credit before becoming one of the largest alternative asset managers. The 2022 merger with Athene changed the model fundamentally: annuity liabilities supply permanent capital that the credit business invests, so the firm earns a spread as well as fees. Fee-related earnings and spread-related earnings are reported separately because they behave differently. Private credit origination is the engine both halves depend on. Headquarters are in New York.
Sources: sec.gov · en.wikipedia.org
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Apollo Global Management.
Apollo Global Management (APO) RSUs vest as ordinary income at the price on vest day. The decision is whether to sell at vest and reinvest, or hold the shares through the 12-month LTCG cliff. This calculator runs both paths through the same after-tax math so you can compare like-for-like.
Example: 500 Apollo Global Management (APO) RSUs vesting at $133.85 per share is $66,925 of ordinary income on vest day. After roughly 32% combined federal + state + FICA (~$21,416), the post-tax share value is ~$45,509. Holding 12 months for long-term capital-gains treatment then only matters for the price change between vest and sale; the ordinary income at vest is already locked in. The calculator runs both paths through the same after-tax math.
All Apollo Global Management tools → · Use the generic RSU Sell-vs-Hold Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Apollo Global Management equity questions
- Should I sell or hold my Apollo Global Management RSUs at vest?
- Apollo Global Management restricted stock units (RSUs) are taxed as ordinary income on their value at vest whether or not you sell. The only open decision is what to do with the shares afterward: sell at vest and reinvest, or hold past twelve months for long-term capital-gains treatment on any further gain. The calculator above runs both paths through the same after-tax math so you can compare them directly.
- Does Apollo Global Management grant ISOs, NSOs, or RSUs?
- Equity compensation at Apollo Global Management typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
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