APP.NASDAQApplovin CORP

Form 4: AppLovin Officer's RSU Tax Withholding

Sentiment:

Insider Transaction Report


AppLovin's Principal Accounting Officer, Dmitriy Dorosh, reported a tax withholding transaction related to RSU vesting, not a personal sale.

Summary

  • Dmitriy Dorosh, Principal Accounting Officer of AppLovin Corp, reported a transaction on February 20, 2026.
  • 348 shares of Class A Common Stock were disposed of at a price of $418.68 per share.
  • This transaction represents shares withheld by AppLovin to cover income tax and withholding obligations due to the vesting and net settlement of previously reported Restricted Stock Units (RSUs).
  • This was not a sale of shares by Mr. Dorosh.
  • Following this transaction, Mr. Dorosh beneficially owns 114,624 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, reflecting a routine administrative transaction for tax purposes related to RSU vesting, with no direct positive or negative implications for the company's operational or financial performance.

Positives

  • The transaction is a routine tax withholding event, indicating the vesting of previously granted Restricted Stock Units (RSUs), which is a positive for the employee.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that routine insider transactions, such as tax withholdings upon RSU vesting, are common across the technology industry, particularly in high-growth companies that utilize equity compensation to attract and retain talent. This specific filing does not indicate any unusual activity compared to broader industry trends.

Corporate Governance

Change TypeDescriptionEffective DateImpact Assessment
Power of Attorney GrantDmitriy Dorosh granted a Power of Attorney to several individuals (Victoria Valenzuela, Gordon Grafft, Han Ly, Dia Walsh, Tiffany Camp) to prepare and submit SEC Forms ID, 3, 4, and 5 on his behalf.02/05/2026This is a standard administrative measure to facilitate timely and compliant SEC filings for insider transactions, ensuring adherence to Section 16(a) of the Exchange Act.

Stakeholder Impact

  • Shareholders: Minimal direct impact as this is a routine tax withholding, not a discretionary sale by the officer.
  • Employees: Reinforces the company's equity compensation structure for executives.

Key Dates

DateDescription
02/05/2026Date of signature for Power of Attorney granted by Dmitriy Dorosh.
02/20/2026Date of the reported transaction for RSU tax withholding.
02/24/2026Date the Form 4 was signed by the attorney-in-fact.

Keywords

AppLovin, APP, Dmitriy Dorosh, Form 4, Insider Transaction, RSU Vesting, Tax Withholding, Beneficial Ownership, Class A Common Stock

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