APi Group Corp
APG · Services-To Dwellings & Other Buildings · 433.2M shares · +28%/yr ↑ dilution · EDGAR filings ↗
Net buyback after stock comp: $12M (gross $41M, SBC $29M)
Reference price $42.47 · est. market cap ~$18.4B — last insider sale, 2026-06-17 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B70gen composite 55pct→70
Notable findings
- Chronic dilutionShare count +28%/yr over 4y (dilution, book value/share -45%)
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Strong balance sheetStrong balance sheet — $912M cash & investments
- Notable holderHeld by 6 notable fund(s): STATE STREET CORP, FMR LLC, CITADEL ADVISORS LLC +3 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
31.4%
Operating margin
7.0%
Net margin
3.8%
Return on equity
8.9%
Return on assets
3.4%
ROIC
7.1%
Revenue growth (QoQ)
15.3%
Net-income growth
20.8%
Debt / equity
0.8×
Current ratio
1.5×
Free cash flow
$663M
Tangible book value
-$1.3B
Cash & investments
$912M
Stock comp / revenue
0.6%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| Russell A. Becker | President and CEO | $10M FY2025 |
| ARSENIADIS JAMES | VP & Chief Accounting Officer | — |
| Glenn David Jackola | EVP & Chief Financial Officer | $4M FY2025 |
| Kristina M. Morton | SVP and Chief People Officer | $2M FY2025 |
| Louis B. Lambert | SVP, Gen Counsel & Secretary | $2M FY2025 |
| Anthony E. Malkin | Director | $240K FY2025 |
| Carrie A. Wheeler | Director | $240K FY2025 |
| Cyrus D. Walker | Director | $260K FY2025 |
| FRANKLIN MARTIN E | Director | — |
| Ian G.H. Ashken | Director | $265K FY2025 |
| James E. Lillie | Director | $230K FY2025 |
| Paula D. Loop | Director | $250K FY2025 |
| Thomas V. Milroy | Director | $250K FY2025 |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-17 | MALKIN ANTHONY E | Sell | 7.0K | $42.47 |
| 2026-06-11 | FRANKLIN MARTIN E | Sell | 2.0M | $42.08 |
| 2026-05-16 | Thomas V Milroy | Option exercise | 4.7K | — |
| 2026-05-16 | Thomas V Milroy | Tax withheld | 2.5K | $43.25 |
| 2026-05-16 | LILLIE JAMES E | Option exercise | 4.7K | — |
| 2026-05-16 | WHEELER CARRIE | Option exercise | 7.8K | — |
| 2026-05-16 | MALKIN ANTHONY E | Option exercise | 7.8K | — |
| 2026-05-16 | Loop Paula | Option exercise | 4.7K | — |
| 2026-05-16 | ASHKEN IAN G H | Option exercise | 4.7K | — |
| 2026-05-16 | Walker Cyrus D. | Option exercise | 4.7K | — |
| 2026-05-05 | ASHKEN IAN G H | Sell | 51K | $45.38 |
| 2026-05-05 | ASHKEN IAN G H | Sell | 15K | $45.86 |
| 2026-05-05 | LILLIE JAMES E | Sell | 46K | $45.39 |
| 2026-05-05 | LILLIE JAMES E | Sell | 14K | $45.86 |
| 2026-05-05 | LILLIE JAMES E | Sell | 12K | $45.39 |
| 2026-05-05 | LILLIE JAMES E | Sell | 3.6K | $45.86 |
| 2026-05-04 | LILLIE JAMES E | Sell | 12K | $45.60 |
| 2026-05-04 | ASHKEN IAN G H | Sell | 134K | $44.70 |
| 2026-05-04 | ASHKEN IAN G H | Sell | 34K | $45.34 |
| 2026-05-04 | ASHKEN IAN G H | Sell | 850K | $44.71 |
| 2026-05-04 | LILLIE JAMES E | Sell | 180K | $44.69 |
| 2026-05-04 | LILLIE JAMES E | Sell | 45K | $45.60 |
| 2026-05-04 | LILLIE JAMES E | Sell | 47K | $44.69 |
| 2026-03-19 | FRANKLIN MARTIN E | Sell | 3.0M | $40.88 |
| 2026-03-04 | ASHKEN IAN G H | Sell | 73K | $42.94 |
| 2026-03-04 | LILLIE JAMES E | Sell | 37 | $43.55 |
| 2026-03-04 | LILLIE JAMES E | Sell | 84K | $42.94 |
| 2026-03-04 | LILLIE JAMES E | Sell | 11 | $43.55 |
| 2026-03-04 | LILLIE JAMES E | Sell | 22K | $42.94 |
| 2026-03-03 | LILLIE JAMES E | Sell | 96K | $43.11 |
| 2026-03-03 | LILLIE JAMES E | Sell | 25K | $43.11 |
| 2026-03-03 | LILLIE JAMES E | Sell | 1.3K | $43.41 |
| 2026-03-03 | LILLIE JAMES E | Sell | 4.9K | $43.41 |
| 2026-03-03 | ASHKEN IAN G H | Sell | 110K | $43.11 |
| 2026-03-03 | ASHKEN IAN G H | Sell | 4.7K | $43.43 |
| 2026-03-02 | LILLIE JAMES E | Sell | 8.6K | $44.51 |
| 2026-03-02 | ASHKEN IAN G H | Sell | 85K | $44.21 |
| 2026-03-02 | ASHKEN IAN G H | Sell | 28K | $44.52 |
| 2026-03-02 | LILLIE JAMES E | Sell | 68K | $44.20 |
| 2026-03-02 | LILLIE JAMES E | Sell | 33K | $44.51 |
| 2026-03-02 | LILLIE JAMES E | Sell | 18K | $44.20 |
| 2026-03-01 | Lambert Louis | Tax withheld | 5.3K | $44.46 |
| 2026-03-01 | ARSENIADIS JAMES | Option exercise | 839 | — |
| 2026-03-01 | ARSENIADIS JAMES | Option exercise | 1.0K | — |
| 2026-03-01 | ARSENIADIS JAMES | Tax withheld | 849 | $44.46 |
| 2026-03-01 | Becker Russell A. | Option exercise | 33K | — |
| 2026-03-01 | Becker Russell A. | Option exercise | 33K | — |
| 2026-03-01 | Becker Russell A. | Tax withheld | 33K | $44.46 |
| 2026-03-01 | JACKOLA GLENN DAVID | Option exercise | 1.4K | — |
| 2026-03-01 | JACKOLA GLENN DAVID | Option exercise | 1.3K | — |
| 2026-03-01 | JACKOLA GLENN DAVID | Option exercise | 8.7K | — |
| 2026-03-01 | JACKOLA GLENN DAVID | Tax withheld | 5.0K | $44.46 |
| 2026-03-01 | Lambert Louis | Option exercise | 5.4K | — |
| 2026-03-01 | Lambert Louis | Option exercise | 5.4K | — |
| 2026-03-01 | MORTON KRISTINA M | Option exercise | 4.4K | — |
| 2026-03-01 | MORTON KRISTINA M | Option exercise | 4.7K | — |
| 2026-03-01 | MORTON KRISTINA M | Tax withheld | 4.3K | $44.46 |
| 2026-02-27 | Becker Russell A. | Option exercise | 49K | — |
| 2026-02-27 | Lambert Louis | Option exercise | 7.5K | — |
| 2026-02-27 | ARSENIADIS JAMES | Option exercise | 1.3K | — |
| 2026-02-27 | MORTON KRISTINA M | Option exercise | 6.1K | — |
| 2026-02-27 | JACKOLA GLENN DAVID | Option exercise | 2.1K | — |
| 2026-02-27 | JACKOLA GLENN DAVID | Tax withheld | 931 | $44.46 |
| 2026-02-27 | JACKOLA GLENN DAVID | Sell | 18K | $44.23 |
| 2026-02-27 | ARSENIADIS JAMES | Tax withheld | 585 | $44.46 |
| 2026-02-27 | MORTON KRISTINA M | Tax withheld | 2.9K | $44.46 |
| 2026-02-27 | Lambert Louis | Tax withheld | 3.7K | $44.46 |
| 2026-02-27 | Becker Russell A. | Tax withheld | 24K | $44.46 |
| 2026-02-26 | Lambert Louis | Sell | 22K | $44.71 |
| 2026-02-24 | Lambert Louis | Option exercise | 63K | — |
| 2026-02-24 | Becker Russell A. | Option exercise | 407K | — |
| 2026-02-24 | Becker Russell A. | Tax withheld | 200K | $44.99 |
| 2026-02-24 | JACKOLA GLENN DAVID | Tax withheld | 7.9K | $44.99 |
| 2026-02-24 | JACKOLA GLENN DAVID | Option exercise | 18K | — |
| 2026-02-24 | ARSENIADIS JAMES | Option exercise | 11K | — |
| 2026-02-24 | ARSENIADIS JAMES | Tax withheld | 5.0K | $44.99 |
| 2026-02-24 | MORTON KRISTINA M | Option exercise | 51K | — |
| 2026-02-24 | MORTON KRISTINA M | Tax withheld | 24K | $44.99 |
| 2026-02-24 | Lambert Louis | Tax withheld | 31K | $44.99 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-07-02 | 2026-07-02 | 0001628280-26-046698 ↗ |
| 8-K | 2026-06-09 | 2026-06-08 | 0001628280-26-041818 ↗ |
| 8-K | 2026-05-19 | 2026-05-15 | 0001628280-26-036256 ↗ |
| 8-K | 2026-05-18 | 2026-05-14 | 0001193125-26-229096 ↗ |
| 8-K | 2026-05-08 | 2026-05-07 | 0001193125-26-214754 ↗ |
| 8-K | 2026-04-30 | 2026-04-30 | 0001796209-26-000003 ↗ |
| 10-Q | 2026-04-30 | 2026-03-31 | 0001628280-26-028658 ↗ |
| DEF 14A | 2026-04-03 | 2026-05-15 | 0001628280-26-023528 ↗ |
| 8-K | 2026-02-25 | 2026-02-25 | 0001628280-26-011397 ↗ |
| 10-K | 2026-02-25 | 2025-12-31 | 0001628280-26-011620 ↗ |
| 8-K | 2026-02-17 | 2026-02-17 | 0001628280-26-008320 ↗ |
| 8-K | 2026-01-02 | 2025-12-31 | 0001628280-26-000190 ↗ |