STOCK TITAN

AppLovin (NASDAQ: APP) director receives 525 RSUs equity grant

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Morgenfeld Todd R reported acquisition or exercise transactions in this Form 4 filing.

AppLovin Corp director Todd R. Morgenfeld received an equity grant of 525 Class A restricted stock units (RSUs). The RSUs were awarded at a price of $0.0000 per share as director compensation rather than an open-market purchase.

Each RSU represents a contingent right to one share of Class A Common Stock. All RSUs vest 100% on the earlier of the one-year anniversary of the grant date or the day before the next Annual Meeting, if he continues as an Outside Director and Service Provider through that date. Following this grant, Morgenfeld holds 14,312 Class A shares, including amounts represented by RSUs.

Positive

  • None.

Negative

  • None.
Insider Morgenfeld Todd R
Role null
Type Security Shares Price Value
Grant/Award Class A Common Stock 525 $0.00 --
Holdings After Transaction: Class A Common Stock — 14,312 shares (Direct, null)
Footnotes (1)
  1. These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Class A Common Stock. 100% of the RSUs shall vest on the earlier of (i) the one-year anniversary of the date the Annual Award is granted or (ii) the day prior to the date of the Annual Meeting next following the date the Annual Award is granted, subject to the Outside Director continuing to be a Service Provider through the applicable vesting date. Certain of these securities are represented by RSUs.
RSU grant size 525 RSUs Class A Common Stock award to director on 2026-06-03
Grant price per share $0.0000 per share Equity award, not open-market purchase
Total holdings after grant 14,312 shares Class A Common Stock directly held following the RSU award
Vesting trigger 100% cliff vesting Earlier of one-year after grant or day before next Annual Meeting
restricted stock units ("RSUs") financial
"These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share"
Restricted stock units (RSUs) are a company promise to give an employee shares of stock (or cash equivalent) in the future, but only after certain conditions—usually staying with the company for a set time or hitting performance goals—are met. Investors watch RSUs because when they vest they increase the number of shares outstanding and can lead insiders to sell shares, affecting share price, company dilution and the true cost of employee pay.
contingent right financial
"Each RSU represents a contingent right to receive one share of Class A Common Stock"
Annual Meeting financial
"vest on the earlier of (i) the one-year anniversary of the date the Annual Award is granted or (ii) the day prior to the date of the Annual Meeting next following"
A company's annual meeting is a yearly gathering where owners (shareholders) and the board review performance, ask questions, and vote on key matters like electing directors, approving auditor choices, and sometimes setting pay or dividend policies. For investors it matters because decisions made and votes cast can change who runs the company, influence strategy and payouts, and affect the value or direction of their investment—similar to a homeowners’ meeting where rules and leaders that shape your property’s value are decided.
Service Provider financial
"subject to the Outside Director continuing to be a Service Provider through the applicable vesting date"
Outside Director financial
"subject to the Outside Director continuing to be a Service Provider through the applicable vesting date"
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SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Morgenfeld Todd R

(Last)(First)(Middle)
1100 PAGE MILL ROAD

(Street)
PALO ALTO CALIFORNIA 94304

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
AppLovin Corp [ APP ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/03/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Class A Common Stock06/03/2026A525(1)A$0.0014,312(2)D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Class A Common Stock. 100% of the RSUs shall vest on the earlier of (i) the one-year anniversary of the date the Annual Award is granted or (ii) the day prior to the date of the Annual Meeting next following the date the Annual Award is granted, subject to the Outside Director continuing to be a Service Provider through the applicable vesting date.
2. Certain of these securities are represented by RSUs.
Remarks:
Exhibit 24 - Power of Attorney
/s/ Victoria Valenzuela, Attorney-in-fact06/05/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What did AppLovin (APP) director Todd Morgenfeld receive in this Form 4?

Todd R. Morgenfeld received 525 restricted stock units tied to AppLovin Class A Common Stock. These RSUs are a stock-based compensation grant, not an open-market share purchase, and increase his reported holdings to 14,312 Class A shares including RSU-represented amounts.

Is Todd Morgenfeld’s AppLovin (APP) RSU award an open-market share purchase?

No, the Form 4 shows a grant of 525 restricted stock units at $0.0000 per share. This is a compensation-related equity award for his director service, not a cash purchase of AppLovin stock on the open market.

How do Todd Morgenfeld’s AppLovin (APP) RSUs vest according to this filing?

The 525 RSUs vest 100% on the earlier of one year after the annual award grant date or the day before the next Annual Meeting. Vesting requires he remain an Outside Director and Service Provider through the applicable vesting date.

How many AppLovin (APP) Class A shares does Todd Morgenfeld hold after this RSU grant?

After the RSU grant, his reported direct holdings total 14,312 Class A shares. The filing notes certain of these securities are represented by RSUs, meaning part of the total reflects unvested or vested restricted stock units rather than already-delivered shares.

What does each AppLovin (APP) RSU represent in Todd Morgenfeld’s grant?

Each restricted stock unit represents a contingent right to receive one share of AppLovin Class A Common Stock. Delivery of the underlying shares occurs only if the vesting conditions are satisfied, including continued service as an Outside Director through the vesting date.