Form 4: AppLovin Director Receives Annual RSU Grant
Director Equity Grant Disclosure
Director Mary Margaret Hastings Georgiadis was granted 525 restricted stock units as part of her annual compensation.
Summary
- Director Mary Margaret Hastings Georgiadis received an annual grant of 525 restricted stock units (RSUs) on June 3, 2026.
- Each RSU represents a contingent right to receive one share of Class A Common Stock.
- The RSUs are scheduled to vest on the earlier of the one-year anniversary of the grant or the day prior to the next Annual Meeting.
- Following this transaction, the director holds 36,710 shares directly and 154,500 shares indirectly through Blue Sage Partners, LLC.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a routine administrative filing regarding director compensation with no material impact on company operations or financial outlook.
Positives
- Director compensation alignment through equity-based incentives.
- Continued long-term commitment from a board member.
Negatives
- None identified.
Risks
- Vesting is contingent upon the director remaining a service provider to the company through the vesting date.
Future Outlook
The RSUs will vest on the earlier of the one-year anniversary of the grant or the day prior to the next Annual Meeting, provided the director remains a service provider.
Industry Context
StockSavvy.ai notes that standard annual equity grants for independent directors are a common practice in the technology sector to ensure board alignment with shareholder interests.
Comparison to Industry Standards
- The grant of RSUs to non-employee directors is consistent with standard corporate governance practices for publicly traded technology companies.
- The vesting schedule aligns with typical one-year cliff or annual meeting-based vesting cycles observed in the industry.
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
| Power of Attorney | Director granted Power of Attorney to company representatives for SEC filing purposes. | 03/18/2026 | Standard administrative procedure to facilitate timely regulatory compliance. |
Related Party Transactions
- Director shares voting and dispositive power over 154,500 shares held by Blue Sage Partners, LLC.
Stakeholder Impact
- Minimal impact on shareholders as this is a standard, small-scale equity compensation event.
Next Steps
- Vesting of the 525 RSUs on the earlier of the one-year anniversary or the next Annual Meeting.
Key Dates
| Date | Description |
|---|---|
| 03/18/2026 | Date of Power of Attorney signature. |
| 06/03/2026 | Date of the RSU grant transaction. |
| 06/05/2026 | Filing date of the Form 4. |
Keywords
AppLovin, APP, Director Compensation, Insider Transaction, Restricted Stock Units, SEC Form 4
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