[144] Applovin Corporation SEC Filing

Rhea-AI Filing Summary

Form 144 notice for Applovin Corporation (APP) shows a proposed sale of 350 common shares through Morgan Stanley Smith Barney LLC, with an aggregate market value of $170,789.50 and an approximate sale date of 09/05/2025. The filer reports acquiring these shares on 06/04/2024 through restricted stock vesting under a registered plan and paid/settled on that date. The filing also discloses two recent sales by the same person: 2,987 shares sold on 06/05/2025 for $1,236,453.99 and 513 shares sold on 06/06/2025 for $215,615.39. The form includes the standard representation that the seller is not aware of undisclosed material adverse information about the issuer.

Positive

• Compliance disclosure filed, providing transparency about insider sales and acquisitions
• Securities were acquired via restricted stock vesting, indicating they stem from a registered compensation plan

Negative

• Insider sales occurred recently (2,987 shares on 06/05/2025 and 513 shares on 06/06/2025) and another sale is proposed, which may indicate insider liquidity
• Aggregate market value of the proposed sale is reported as $170,789.50, showing a monetization event by an insider

Insights

Securities Analyst

TL;DR: Routine insider sale notice disclosing small planned sale after recent larger disposals; limited immediate market impact.

This Form 144 documents a proposed brokered sale of 350 common shares by a person who received the shares via restricted stock vesting on 06/04/2024. The filing is procedural and required for compliance when an insider intends to sell restricted or control securities in reliance on Rule 144. Recent aggregated sales of 2,987 and 513 shares in June 2025 are disclosed, showing the insider has been selling shares recently. Given the company’s outstanding share count of 307,636,373, the reported transactions represent de minimis percentages of total equity and are unlikely to be material to APP’s market capitalization or immediate valuation.

Corporate Governance Expert

TL;DR: Filing reflects disclosure and compliance with Rule 144; it signals insider liquidity but not necessarily governance concerns.

The notice states that the shares to be sold were acquired via restricted stock vesting under a registered plan, which is a common executive compensation mechanism. The seller’s attestation that no undisclosed material adverse information exists is standard. Multiple recent sales by the same person are reported, which is relevant for shareholder transparency. Absent additional context on intent, volume relative to holdings, or any trading plan dates, this filing alone does not indicate governance irregularities.

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza 8th Floor New York NY 10004	350	170789.50	307636373	09/05/2025	NASDAQ

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	06/04/2024	Restricted stock vesting under a registered plan	Issuer			350	06/04/2024	Not Applicable

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
ALYSSA HARVEY DAWSON 1100 Page Mill Road Palo Alto CA 94304	Common	06/06/2025	513	215615.39
ALYSSA HARVEY DAWSON 1100 Page Mill Road Palo Alto CA 94304	Common	06/05/2025	2987	1236453.99

144: Remarks and Signature

Remarks

Date of Notice

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

What does Applovin (APP) Form 144 filed here report?

The Form 144 reports a proposed sale of 350 common shares via Morgan Stanley, an aggregate market value of $170,789.50, and recent insider sales of 2,987 and 513 shares in June 2025.

When were the shares being sold acquired?

The shares were acquired on 06/04/2024 through restricted stock vesting under a registered plan.

Who is the broker named in the Form 144 for APP?

The broker listed is Morgan Stanley Smith Barney LLC, Executive Financial Services, 1 New York Plaza, 8th Floor, New York NY 10004.

How many Applovin shares are outstanding according to the filing?

The filing lists 307,636,373 shares outstanding.

What dates were the recent insider sales completed?

The filing shows sales on 06/05/2025 (2,987 shares) and 06/06/2025 (513 shares).

Does the Form 144 indicate undisclosed adverse information about APP?

The signer represents they do not know of any material adverse information about the issuer that has not been publicly disclosed.