Form 4: AppLovin Officer's Stock Transaction for Tax Withholding

AppLovin's Principal Accounting Officer, Dmitriy Dorosh, reported a disposition of 988 Class A Common Stock shares for tax withholding purposes, while also acquiring 29 shares through an employee stock purchase plan.

Summary

• Dmitriy Dorosh, Principal Accounting Officer of AppLovin Corp, reported changes in beneficial ownership of Class A Common Stock.
• On November 20, 2025, 988 shares of Class A Common Stock were disposed of at a price of $520.82 per share.
• This disposition was not a sale by the reporting person but represented shares withheld by AppLovin to satisfy income tax and withholding obligations in connection with the vesting and net settlement of previously reported Restricted Stock Units (RSUs).
• Following this transaction, Dmitriy Dorosh beneficially owns 114,972 shares of Class A Common Stock.
• The reported beneficial ownership includes 29 shares acquired under the AppLovin Corporation 2021 Employee Stock Purchase Plan on November 20, 2025.

Sentiment

Score: 5

Explanation: The filing reports routine, non-discretionary transactions (tax withholding for RSU vesting and ESPP acquisition) that do not indicate a change in company fundamentals or management's outlook, resulting in a neutral sentiment.

Positives

• Acquisition of 29 shares under the AppLovin Corporation 2021 Employee Stock Purchase Plan on November 20, 2025, indicates continued employee investment in the company.

Future Outlook

NA

Industry Context

NA

Related Party Transactions

• The transactions involve an officer of AppLovin Corp and the company itself (for RSU vesting and ESPP), which are considered related party dealings in the context of executive compensation and employee benefit plans.

Stakeholder Impact

• Shareholders: Minimal impact as these are routine, non-discretionary transactions by an officer and do not reflect a change in investment sentiment or company performance.
• Employees: The ESPP acquisition highlights the availability and use of employee stock purchase plans, which can be a positive for employee retention and alignment of interests.

Key Dates

Keywords

AppLovin, APP, Dmitriy Dorosh, Form 4, SEC filing, insider transaction, beneficial ownership, Class A Common Stock, RSU vesting, tax withholding, employee stock purchase plan