Form 4: AppLovin Director Barbara Messing Granted 720 Restricted Stock Units

AppLovin Corp's Director, Barbara Messing, was granted 720 Class A Common Stock Restricted Stock Units (RSUs) on June 4, 2025, as part of her compensation.

Summary

• AppLovin Corp (APP) Director Barbara Messing acquired 720 Restricted Stock Units (RSUs) representing Class A Common Stock on June 4, 2025.
• These RSUs were granted at a price of $0.00, indicating they are part of a compensation package.
• Following this transaction, Barbara Messing beneficially owns a total of 11,010 securities, which include previously held securities and these new RSUs.
• The RSUs are subject to a vesting schedule where 100% will vest on the earlier of (i) the one-year anniversary of the grant date or (ii) the day prior to the date of the Annual Meeting next following the grant date.
• Vesting is contingent upon the Outside Director continuing to be a Service Provider through the applicable vesting date.

Sentiment

Score: 7

Explanation: The sentiment is positive as the RSU grant aligns the director's interests with shareholders, which is a standard and beneficial corporate governance practice. It does not indicate any negative operational or financial news.

Positives

• The grant of Restricted Stock Units (RSUs) to a director aligns their interests with those of the shareholders, as the value of their compensation is tied to the company's stock performance.
• Equity compensation is a standard practice for retaining and incentivizing experienced board members.

Future Outlook

The granted Restricted Stock Units (RSUs) are scheduled to vest on the earlier of the one-year anniversary of the grant date or the day prior to the next Annual Meeting, provided the director remains a service provider.

Industry Context

The grant of Restricted Stock Units (RSUs) to directors is a common practice in the technology and gaming industries, including mobile app and advertising platforms like AppLovin, serving as a key component of executive and board compensation to align leadership incentives with long-term company performance and shareholder value.

Comparison to Industry Standards

• RSU grants are a common form of equity compensation for directors across the technology and gaming industries, aligning their interests with shareholders.
• Specific comparable companies, projects, or detailed compensation benchmarks are not provided within this Form 4 filing.

Stakeholder Impact

• Shareholders: The RSU grant aligns the director's financial interests with the company's stock performance, potentially leading to more shareholder-centric decision-making.
• Employees: No direct impact on general employees is indicated by this filing.

Next Steps

• The RSUs will vest on the earlier of the one-year anniversary of the grant date or the day prior to the next Annual Meeting, subject to continued service.

Key Dates

Keywords

AppLovin, APP, SEC Form 4, Restricted Stock Units, RSU, Director Compensation, Equity Grant, Insider Transaction, Corporate Governance