Form 4: AppLovin CFO's Stock Withholding for Tax Obligations
Insider Transaction Report
AppLovin's Chief Financial Officer, Matthew Stumpf, reported a routine withholding of 2,362 Class A Common Stock shares for tax purposes related to RSU vesting.
Summary
- Matthew Stumpf, Chief Financial Officer of AppLovin Corp (APP), reported a transaction on February 20, 2026.
- The transaction involved the disposition of 2,362 shares of Class A Common Stock at a price of $418.68 per share.
- This disposition was not a sale by Mr. Stumpf but represents shares withheld by AppLovin to cover income tax and withholding obligations associated with the vesting and net settlement of previously reported Restricted Stock Units (RSUs).
- Following this transaction, Mr. Stumpf beneficially owns 188,799 shares of Class A Common Stock, some of which are represented by RSUs.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral event, representing a standard administrative transaction related to executive compensation and tax compliance, with no direct positive or negative implications for the company's operational or financial performance.
Positives
- The transaction is a routine administrative event related to RSU vesting, indicating the fulfillment of compensation agreements.
Negatives
- No negative aspects are indicated by this routine tax withholding transaction.
Future Outlook
The filing does not contain any forward-looking statements or guidance.
Industry Context
StockSavvy.ai notes that this Form 4 filing is a standard disclosure of an insider transaction, specifically a tax withholding event related to executive compensation. It does not provide broader industry insights or competitive analysis.
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
| Power of Attorney Grant | Matthew Stumpf granted a Power of Attorney to several individuals (Victoria Valenzuela, Gordon Grafft, Han Ly, Dia Walsh, Tiffany Camp) to prepare, execute, and submit SEC Forms 3, 4, and 5 on his behalf. This streamlines compliance with Section 16(a) of the Exchange Act. | 02/05/2026 | Enhances efficiency and ensures timely compliance with SEC reporting requirements for insider transactions, reducing administrative burden on the reporting person. |
Stakeholder Impact
- Shareholders: Minimal direct impact, as this is a routine tax-related transaction and not a discretionary sale by the CFO.
- Employees: No direct impact on general employees.
Key Dates
| Date | Description |
|---|---|
| 02/05/2026 | Date Matthew Stumpf signed the Power of Attorney for SEC filings. |
| 02/20/2026 | Date of transaction where shares were withheld for tax liability. |
| 02/24/2026 | Date the Form 4 was signed by the attorney-in-fact. |
Keywords
AppLovin, APP, Matthew Stumpf, CFO, Form 4, insider transaction, stock withholding, RSU vesting, tax obligations, Class A Common Stock
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