Form 4: AppLovin Executive's RSU Tax Withholding Reported
Insider Transaction Report
AppLovin Corp. executive Victoria Valenzuela reported the withholding of 10,463 shares of Class A Common Stock for tax obligations related to RSU vesting.
Summary
- Victoria Valenzuela, CALO & Corp. Secretary of AppLovin Corp., reported a transaction on February 20, 2026.
- 10,463 shares of Class A Common Stock were disposed of at a price of $418.68 per share.
- This transaction was not a sale by Ms. Valenzuela but represents shares withheld by AppLovin Corp. to cover income tax and withholding obligations upon the vesting and net settlement of previously reported Restricted Stock Units (RSUs).
- Following this transaction, Ms. Valenzuela beneficially owns 266,647 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. It is a routine administrative transaction related to executive compensation and does not reflect a change in the company's operational performance or strategic direction.
Future Outlook
NA
Industry Context
StockSavvy.ai notes that RSU net settlements for tax purposes are a standard practice in executive compensation across the technology industry, particularly for high-growth companies like AppLovin. This transaction reflects a routine event rather than a discretionary sale.
Comparison to Industry Standards
- This type of RSU tax withholding is a common and standard practice for equity compensation in publicly traded companies, especially in the tech sector.
- Companies like Google (Alphabet), Apple, and Microsoft frequently report similar transactions for their executives as RSUs vest.
- The reported price of $418.68 per share reflects the market value at the time of the transaction, consistent with how such events are typically valued.
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
| Power of Attorney Grant | Victoria Valenzuela granted a Power of Attorney to several individuals (Victoria Valenzuela, Gordon Grafft, Han Ly, Dia Walsh, Tiffany Camp) to prepare and file SEC Forms 3, 4, and 5 on her behalf. | 02/05/2026 | This streamlines the process for insider trading compliance filings, ensuring timely and accurate submissions for the reporting person. |
Stakeholder Impact
- Shareholders: Minimal direct impact as this is a routine tax-related transaction, not a discretionary sale or a reflection of company performance.
- Employees: No direct impact beyond the reporting person.
Key Dates
| Date | Description |
|---|---|
| 02/05/2026 | Date of signature for the Power of Attorney granted by Victoria Valenzuela. |
| 02/20/2026 | Date of the reported transaction where shares were withheld for tax purposes. |
| 02/24/2026 | Date the Form 4 was signed by Gordon Grafft, Attorney-in-fact. |
Keywords
AppLovin Corp, APP, Victoria Valenzuela, Form 4, Insider Transaction, Restricted Stock Units, RSU, Tax Withholding, Equity Compensation, Corporate Secretary
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