Apollo Affiliates File Form 4 for Origination II Trust

TL;DR

**Apollo entities are reporting beneficial ownership for a trust, signaling potential future activity.**

AI Summary

This Form 4 filing, dated March 24, 2026, indicates that Apollo Origination Advisors II, L.P. and several related Apollo entities, including Apollo Principal Holdings B GP, LLC and APH Holdings (DC), L.P., are reporting entities in relation to Apollo Origination II (UL) Capital Trust. While the filing itself doesn't detail specific transactions, it establishes these entities as reporting persons for beneficial ownership changes. This matters to investors because it signals ongoing activity and interconnectedness within the Apollo ecosystem, suggesting potential future transactions or changes in ownership that could impact the underlying value or control of the trust.

Why It Matters

This filing establishes the reporting obligations of several Apollo entities, indicating their involvement with Apollo Origination II (UL) Capital Trust, which could precede significant ownership changes or transactions.

Risk Assessment

Risk Level: low — This filing is purely administrative, establishing reporting entities, and does not disclose any specific transactions or financial risks.

Analyst Insight

An investor should note the interconnectedness of these Apollo entities and monitor future Form 4 filings for specific transaction details, as this filing only establishes reporting obligations without disclosing actual trades.

Key Players & Entities

• Apollo Origination Advisors II, L.P. (company) — Reporting entity
• Apollo Principal Holdings B GP, LLC (company) — Reporting entity
• APH Holdings (DC), L.P. (company) — Reporting entity
• Apollo Origination II (UL) Capital Trust (company) — Issuer
• Apollo Origination Advisors II GP, LLC (company) — Reporting entity
• Apollo Origination Partnership II (Unlevered AIV), L.P. (company) — Reporting entity

FAQ

Filing Documents

• ownership.html (4)
• ownership.xml (4) — 9KB
• none-ex24.htm (EX-24) — 15KB
• 0001193125-26-121987.txt ( ) — 28KB

From the Filing

SEC FORM 4 SEC Form 4 FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934 or Section 30(h) of the Investment Company Act of 1940 OMB APPROVAL OMB Number: 3235-0287 Estimated average burden hours per response: 0.5    Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).    Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10. 1. Name and Address of Reporting Person * Apollo Principal Holdings B GP, LLC (Last) (First) (Middle) 9 WEST 57TH STREET (Street) NEW YORK NEW YORK 10019 (City) (State) (Zip) UNITED STATES (Country) 2. Issuer Name and Ticker or Trading Symbol Apollo Origination II (UL) Capital Trust [ NONE ] 5. Relationship of Reporting Person(s) to Issuer (Check all applicable) Director X 10% Owner Officer (give title below) Other (specify below) 2a. Foreign Trading Symbol 3. Date of Earliest Transaction (Month/Day/Year) 03/20/2026 6. Individual or Joint/Group Filing (Check Applicable Line) Form filed by One Reporting Person X Form filed by More than One Reporting Person 4. If Amendment, Date of Original Filed (Month/Day/Year) Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned 1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4) Code V Amount (A) or (D) Price Common shares of beneficial interest 03/20/2026 P 580,046.4037 A $ 25.86 26,922,322.3885 I See Footnotes (1) (2) Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4) Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares 1. Name and Address of Reporting Person * Apollo Principal Holdings B GP, LLC (Last) (First) (Middle) 9 WEST 57TH STREET (Street) NEW YORK NEW YORK 10019 (City) (State) (Zip) UNITED STATES (Country) Relationship of Reporting Person(s) to Issuer Director X 10% Owner Officer (give title below) Other (specify below) 1. Name and Address of Reporting Person * APH Holdings (DC), L.P. (Last) (First) (Middle) C/O WALKERS CORPORATE LIMITED 190 ELGIN AVENUE (Street) GEORGE TOWN, GRAND CAYMAN CAYMAN ISLANDS KY1-9008 (City) (State) (Zip) CAYMAN ISLANDS (Country) Relationship of Reporting Person(s) to Issuer Director X 10% Owner Officer (give title below) Other (specify below) 1. Name and Address of Reporting Person * Apollo Origination Partnership II (Unlevered AIV), L.P. (Last) (First) (Middle) 9 WEST 57TH STREET (Street) NEW YORK NEW YORK 10019 (City) (State) (Zip) UNITED STATES (Country) Relationship of Reporting Person(s) to Issuer Director X 10% Owner Officer (give title below) Other (specify below) 1. Name and Address of Reporting Person * Apollo Origination Advisors II, L.P. (Last) (First) (Middle) 9 WEST 57TH STREET (Street) NEW YORK NEW YORK 10019 (City) (State) (Zip) UNITED STATES (Country) Relationship of Reporting Person(s) to Issuer Director X 10% Owner Officer (give title below) Other (specify below) 1. Name and Address of Reporting Person * Apollo Origination Advisors II GP, LLC (Last) (First) (Middle) 9 WEST 57TH STREET (Street) NEW YORK NEW YORK 10019 (City) (State) (Zip) UNITED STATES (Country) Relationship of Reporting Person(s) to Issuer Director X 10% Owner Officer (give title below) Other (specify below) Explanation of Responses: 1. These securities are held directly by Apollo Direct Lending Fund II (Unlevered AIV), L.P. (formerly known as Apollo Origination Partnership II (Unlevered AIV), L.P.). Apollo Direct Lending Advisors II, L.P. (

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