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Socrates Trust

CIK 1901019 · last filed 2025-12-03

Socrates Trust is a corporate insider who has filed 5 SEC Form 4 insider transactions across 1 company since 2022. The most recent filing, for APO, was dated Dec 3, 2025. Current disclosed insider exposure totals $3.60B across reported positions. The firm reports its address in New York, NY.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$3.60B

Companies

1

Total Filings

5

Lifetime Open-Market Net

$0

Filer Profile

Reported Address
ELYSIUM MANAGEMENT LLC
SUITE 1401, 445 PARK AVENUE
NEW YORK, NY 10022
Phone
(646) 589-8607
State of Incorporation
NY
Formerly Known As
Heritage Trust u/a/d 11/12/2018 (2022–2022)
Related Filers
LDB 2014 LLC — same reported address
Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
APO 29,629,251 $121.62 $3.60B $0 4 2025-12-03

Recent Filings

5 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2025-12-03 APO Other (J) −3,000,000 $0 EDGAR
2025-12-03 APO Notice (144) −3,000,000 -$396.24M EDGAR
2024-11-05 APO Gift (G) −14,029 $0 EDGAR
2023-12-19 APO Other (J) +6,000,000 $0 EDGAR
2022-05-27 APO Other (J) +15,000,000 $0 EDGAR
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.