Form 4: AppLovin CTO Vasily Shikin's RSU Tax Withholding

AppLovin's Chief Technology Officer, Vasily Shikin, reported a routine transaction involving shares withheld for tax obligations related to Restricted Stock Unit vesting.

Summary

• Vasily Shikin, AppLovin's Chief Technology Officer, reported a transaction on November 20, 2025.
• The transaction involved the withholding of 21,393 Class A Common Stock shares by AppLovin.
• These shares were withheld by the Issuer to satisfy income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported Restricted Stock Units (RSUs).
• The deemed price for the withheld shares was $520.82 per share.
• Following this transaction, Mr. Shikin directly beneficially owns 3,350,824 Class A Common Stock shares, certain of which are represented by RSUs.
• He also indirectly owns shares through various trusts: 425,450 shares via The Shikin 2020 Irrevocable GST Trust, 53,389 shares via ES48 Holdings Trust, 53,389 shares via IS37 Holdings Trust, and 53,389 shares via IK50 Holdings Trust.

Sentiment

Score: 5

Explanation: The filing reports a routine, non-discretionary insider transaction related to RSU vesting and tax withholding. It has no inherent positive or negative implications for the company's operational or financial performance.

Future Outlook

NA

Industry Context

This is a routine insider transaction filing (Form 4) for an executive at a publicly traded technology company. Such filings are common across the industry when restricted stock units (RSUs) vest, and shares are withheld to cover tax liabilities. It does not reflect any specific industry trend or competitive action.

Related Party Transactions

• Vasily Shikin indirectly holds shares through The Shikin 2020 Irrevocable GST Trust, ES48 Holdings Trust, IS37 Holdings Trust, and IK50 Holdings Trust, which are considered related parties for beneficial ownership reporting.

Stakeholder Impact

• Minimal impact on shareholders as this is a routine, non-discretionary transaction for tax purposes related to executive compensation.
• No direct impact on employees, customers, suppliers, or creditors.

Key Dates

Keywords

AppLovin, APP, Vasily Shikin, CTO, Form 4, Insider Transaction, Restricted Stock Units, RSU, Tax Withholding, Beneficial Ownership