Insider Trading March 19, 2026

APi Group Director Disposes $122.64M in Shares, Lowers Indirect Stake

Franklin Martin E sells 3 million APG shares; company recent results and analyst upgrade highlighted

By Jordan Park APG
APi Group Director Disposes $122.64M in Shares, Lowers Indirect Stake
APG

Franklin Martin E, a director and approximate 10% stakeholder in APi Group Corp (NYSE: APG), sold 3,000,000 shares on March 19, 2026 for $40.88 each, totaling $122.64 million. The transaction reduced his indirect holdings through MEF Holdings, LLLP to 21,240,426 shares. APG recently reported fourth-quarter 2025 results that beat expectations and received an analyst price-target increase from RBC Capital, which also cited a growing role for the data center business in fiscal 2026 revenue.

Key Points

  • Franklin Martin E sold 3,000,000 APG shares on March 19, 2026 at $40.88 per share, generating $122.64 million.
  • Post-sale, indirect holdings through MEF Holdings, LLLP decreased to 21,240,426 shares; additional indirect and convertible positions remain through Mariposa Acquisition IV, LLC and Brimstone Investments, LLC.
  • APi Group beat fourth-quarter 2025 EPS and revenue estimates and received a higher price target from RBC Capital, which highlighted backlog strength and growing contribution from the data center business.

Transaction details

Director Franklin Martin E, who is reported as a roughly ten percent owner of APi Group Corp (NYSE: APG), executed a sale of 3,000,000 shares of common stock on March 19, 2026 at a per-share price of $40.88. The aggregate proceeds from the trade amounted to $122.64 million. At the time of the sale, APG shares were trading near $41.19, with the stock having risen roughly 64% over the previous 12 months, according to the data cited.


Holdings after the sale

Following the disposition, Franklin E's indirect stake held through MEF Holdings, LLLP fell to 21,240,426 shares of APi Group common stock. In addition to the MEF Holdings interest, Franklin E has indirect holdings of 102,656 common shares through Mariposa Acquisition IV, LLC, and 2,711,692 common shares through Brimstone Investments, LLC. The Mariposa vehicle also holds 3,456,000 shares of Series A Preferred Stock that are convertible into common stock.


Recent operating and analyst developments

APi Group's fourth-quarter 2025 financial report showed results ahead of market expectations. The company posted earnings per share of $0.44, versus a consensus of $0.42, representing a 4.76% earnings surprise. Revenue for the quarter was reported at $2.12 billion, above the forecasted $2.09 billion, a 1.44% revenue surprise.

Following those results, RBC Capital raised its price target for APi Group to $53 from $45 and maintained an Outperform rating on the shares. In its commentary, RBC Capital expects APi Group to exceed and raise its fiscal 2026 revenue guidance, citing a substantial backlog and continued demand in the company's end-market. The firm also flagged the potential for the data center business to account for about 10% of fiscal 2026 revenues, a development it views as supportive of medium-term growth.


Context and limitations

The sale reduces Franklin E's indirect holdings through one of his vehicles and leaves other indirect stakes and convertible preferred shares in place. The article presents the transaction details, the company's recent quarterly results, and an analyst upgrade and outlook. It does not provide additional commentary from the director, company management, or other market participants, and it does not offer further data beyond the figures and statements referenced above.


Where to find more information

The article references the availability of a Pro Research Report for deeper valuation and performance analysis; however, no additional proprietary data from that report is included here.

Risks

  • The insider sale reduced indirect holdings through MEF Holdings, LLLP - market perception of insider transactions can influence investor sentiment in the industrial and construction services sector.
  • RBC Capital's expectation that APi Group will surpass and raise fiscal 2026 revenue guidance depends on backlog and end-market demand; those drivers are cited as reasons for optimism but remain subject to future performance uncertainty in the company and related markets.
  • Mariposa Acquisition IV, LLC holds 3,456,000 shares of Series A Preferred Stock that are convertible into common stock, meaning conversion could change the number of outstanding common shares.

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