Form 4: AppLovin CTO's RSU Tax Withholding Reported

AppLovin's Chief Technology Officer, Vasily Shikin, had 2,747 shares withheld by the company to cover tax obligations related to the vesting of Restricted Stock Units.

Summary

• Vasily Shikin, Chief Technology Officer of AppLovin Corp (APP), reported a transaction on February 20, 2026.
• The transaction involved the withholding of 2,747 Class A Common Stock shares by the Issuer.
• These shares were withheld to satisfy income tax and withholding obligations in connection with the vesting and net settlement of previously reported Restricted Stock Units (RSUs).
• The deemed price per share for the withheld shares was $418.68.
• Following this transaction, Vasily Shikin directly beneficially owns 3,318,077 Class A Common Stock shares, which include certain RSUs.
• Indirect beneficial ownership includes 425,450 shares held by The Shikin 2020 Irrevocable GST Trust, and 35,889 shares each by ES48 Holdings Trust, IK50 Holdings Trust, and IS37 Holdings Trust, all for the benefit of family members.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral. It reports a standard administrative event related to executive compensation and does not provide new information regarding the company's financial health or operational outlook.

Industry Context

StockSavvy.ai notes that this Form 4 filing details a routine insider transaction, specifically the withholding of shares to cover tax liabilities upon the vesting of Restricted Stock Units. This is a common administrative event for executives receiving equity compensation and does not typically reflect a discretionary sale or a change in the company's operational performance or strategic direction.

Related Party Transactions

• The filing discloses indirect beneficial ownership of Class A Common Stock through several trusts (The Shikin 2020 Irrevocable GST Trust, ES48 Holdings Trust, IK50 Holdings Trust, IS37 Holdings Trust) established for the benefit of the reporting person's children and immediate family members.

Stakeholder Impact

• Minimal impact on shareholders as this is a routine administrative transaction related to executive compensation and does not indicate a change in company fundamentals or strategy.

Key Dates

Recommendation

This Form 4 filing reports a routine tax withholding event for an executive's RSU vesting and provides no new material information that would alter the investment thesis for AppLovin Corp. Investors should hold their positions based on existing fundamental analysis rather than this administrative disclosure.

Keywords

AppLovin, APP, Form 4, Insider Transaction, RSU, Stock, CTO, Vasily Shikin, Equity Compensation