Form 4: Amplitude Director Tien Tzuo Receives RSU Grant

Amplitude Director Tien Tzuo was granted 977 restricted stock units as part of the company's non-employee director compensation program, increasing his total beneficial ownership to 97,543 shares.

Summary

• Tien Tzuo, a Director of Amplitude, Inc. (AMPL), acquired 977 Class A Common Stock restricted stock units (RSUs).
• The transaction occurred on October 5, 2025, with an acquisition price of $0.00 per RSU.
• These RSUs were granted pursuant to Amplitude's Non-Employee Director Compensation Program in lieu of retainer fees.
• Each RSU represents the right to receive one share of Class A Common Stock, with the issuance of shares deferred.
• Following this transaction, Tien Tzuo beneficially owns a total of 97,543 securities, which includes 46,731 RSUs.

Sentiment

Score: 6

Explanation: Slightly positive, as it represents routine director compensation that aligns management interests with shareholders, without indicating any immediate operational or financial changes.

Positives

• The grant of restricted stock units aligns the director's interests with those of shareholders, as the value of the compensation is tied to the company's stock performance.
• The transaction is part of a structured Non-Employee Director Compensation Program, indicating a clear and established governance framework for director remuneration.

Future Outlook

The issuance of shares underlying the granted restricted stock units has been deferred, implying future vesting and conversion into Class A Common Stock according to the terms of the Non-Employee Director Compensation Program.

Industry Context

The grant of restricted stock units to a non-employee director is a common practice in the technology and broader public company sectors. It serves to compensate directors for their service while aligning their financial interests with the long-term performance of the company's stock.

Comparison to Industry Standards

• The use of restricted stock units (RSUs) as a component of non-employee director compensation is a widely adopted practice across various industries, including technology companies like Amplitude.
• This approach is consistent with compensation strategies at comparable companies, such as Salesforce (CRM) or Workday (WDAY), which often utilize equity grants to attract and retain qualified independent directors and align their incentives with shareholder value creation.

Corporate Governance

Stakeholder Impact

• Shareholders: Minor positive impact due to increased alignment of a director's financial interests with the company's stock performance, as compensation is tied to equity.

Next Steps

• Future issuance of Class A Common Stock shares upon the vesting of the granted restricted stock units, as per the terms of the Non-Employee Director Compensation Program.

Key Dates

Recommendation

This Form 4 filing details a routine grant of restricted stock units to a director as part of a pre-existing compensation program. It does not contain information that would materially alter the fundamental outlook or valuation of Amplitude, Inc. Therefore, a 'hold' recommendation is appropriate, as this event is not a catalyst for significant price movement or a change in investment thesis.

Keywords

Amplitude, AMPL, Tien Tzuo, Restricted Stock Units, RSU, Director Compensation, Insider Transaction, Corporate Governance