Socrates Trust

CIK 1901019 · last filed 2025-12-03

Socrates Trust is a corporate insider who has filed 4 SEC Form 4 insider transactions across 2 companies since 2022. The most recent filing, for APOpA, was dated Dec 3, 2025. Current disclosed insider exposure totals $5.60B across reported positions.

"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.

Disclosed Exposure

$5.60B

Companies

2

Total Filings

4

Lifetime Open-Market Net

$0

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
APOpA		29,629,251	$68.76	$2.04B	$0	3	2025-12-03
APO		26,643,280	$133.88	$3.57B	$0	1	2022-05-27

Recent Filings

4 filings

Form 4 transactions across all companies, newest first.

Filed	Symbol	Action	Net Shares	Net $	Link
2025-12-03	APOpA	Other (J)	−3,000,000	$0	EDGAR
2024-11-05	APOpA	Gift (G)	−14,029	$0	EDGAR
2023-12-19	APOpA	Other (J)	+6,000,000	$0	EDGAR
2022-05-27	APO	Other (J)	+15,000,000	$0	EDGAR

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.