Form 4: Angi COO Bailey Carson Granted 37,500 RSUs

Angi Inc.'s Chief Operating Officer, Bailey Carson, was granted 37,500 restricted stock units, vesting over three years.

Summary

• Bailey Carson, Chief Operating Officer of Angi Inc. (ANGI), was granted 37,500 Restricted Stock Units (RSUs) on September 17, 2025.
• Each RSU represents a contingent right to receive one share of Angi's Class A Common Stock, par value $0.001.
• The RSUs will vest in three tranches: 20% on March 1, 2027, 20% on March 1, 2028, and the remaining 60% on March 1, 2029.
• Full vesting is contingent upon Bailey Carson's continued service to Angi Inc. through the respective vesting dates.
• Following this transaction, Bailey Carson beneficially owns 37,500 derivative securities (Restricted Stock Units).

Sentiment

Score: 7

Explanation: The grant of equity compensation to a key executive is generally a positive signal for executive retention and alignment of interests with shareholders, though it represents a routine compensation event rather than a significant operational or financial update.

Positives

• The grant of 37,500 Restricted Stock Units to the Chief Operating Officer aligns executive incentives with the long-term performance and shareholder value of Angi Inc.
• The multi-year vesting schedule, extending through March 1, 2029, serves as a retention mechanism for a key executive.

Risks

• The vesting of the Restricted Stock Units is subject to Bailey Carson's continued service, meaning the executive must remain employed by Angi Inc. to realize the full value of the grant.

Future Outlook

The vesting schedule for the granted Restricted Stock Units extends through March 1, 2029, indicating a long-term retention strategy for the Chief Operating Officer and a commitment to aligning executive incentives with future company performance.

Industry Context

Equity grants, such as Restricted Stock Units, are a standard and widely adopted component of executive compensation packages across various industries, including the home services and technology sectors where Angi Inc. operates. These grants are primarily designed to align executive interests with long-term shareholder value creation and to promote executive retention.

Comparison to Industry Standards

• The grant of 37,500 Restricted Stock Units to a Chief Operating Officer is a common form of executive compensation in publicly traded companies, particularly within the technology and service sectors.
• This type of equity compensation is comparable to structures observed at peer companies in the home services and online marketplace industry, such as Thumbtack or TaskRabbit, which also utilize equity to incentivize and retain key leadership.
• The multi-year, graded vesting schedule (20%, 20%, 60% over three years) is a standard practice for executive retention, ensuring that the executive's interests remain aligned with the company's long-term success.

Stakeholder Impact

• Shareholders: The grant aligns the Chief Operating Officer's long-term financial interests with the company's performance, potentially fostering sustained value creation. There is a minor potential for dilution upon vesting, which is typical for equity compensation plans.
• Employees: Signals continued investment in executive leadership and reinforces standard compensation practices within the company.

Next Steps

• Bailey Carson's continued service to Angi Inc. is required for the vesting of the Restricted Stock Units.
• Future Form 4 filings will report the actual vesting and conversion of these RSUs into Class A Common Stock as they occur.

Key Dates

Keywords

Angi Inc., ANGI, Restricted Stock Units, RSU, Insider Transaction, Executive Compensation, Bailey Carson, Chief Operating Officer, Equity Grant