Form 4: AppLovin CFO's Routine Stock Transaction

AppLovin's Chief Financial Officer, Matthew Stumpf, reported a routine transaction involving tax withholding for RSU vesting and a small acquisition via the Employee Stock Purchase Plan.

Summary

• Matthew Stumpf, CFO of AppLovin Corp, reported a transaction on May 20, 2026.
• 2,341 shares of Class A Common Stock were withheld by AppLovin Corp at a price of $482.28 per share to cover income tax and withholding obligations related to the vesting and net settlement of previously reported Restricted Stock Units (RSUs).
• This transaction is not a sale of shares by Mr. Stumpf.
• Mr. Stumpf also acquired 44 shares under the AppLovin Corporation 2021 Employee Stock Purchase Plan on the same date.
• Following these transactions, Mr. Stumpf beneficially owns 186,502 shares of Class A Common Stock.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event, representing a routine compensation-related transaction for a corporate officer, with no significant positive or negative implications for the company's operational or financial performance.

Positives

• Acquisition of 44 shares under the AppLovin Corporation 2021 Employee Stock Purchase Plan indicates continued participation in employee ownership programs.
• The vesting of Restricted Stock Units (RSUs) implies the achievement of performance or time-based conditions, reflecting positively on employee retention and motivation.

Negatives

• 2,341 shares of Class A Common Stock were withheld by the issuer to satisfy income tax and withholding obligations, reducing the direct share count for the reporting person.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that routine Form 4 filings, such as this one detailing RSU vesting and tax withholding, are common for executives in publicly traded technology companies like AppLovin. These transactions reflect standard compensation practices and employee stock ownership plans within the industry.

Stakeholder Impact

• Minimal direct impact on shareholders as this is a routine compensation-related transaction for an executive.
• Positive for the reporting person (CFO) due to RSU vesting and ESPP acquisition, reflecting compensation and continued equity ownership.

Key Dates

Keywords

AppLovin, APP, Matthew Stumpf, CFO, Form 4, SEC Filing, Insider Transaction, Restricted Stock Units, RSU Vesting, Employee Stock Purchase Plan, ESPP, Stock Withholding, Beneficial Ownership