Chen Herald Y

Director Chen Herald Y sold 250.2K shares (56.9% of holdings) at blended $433.31 on Aug 14-15, raising $108.4M

Chen Herald Y executed 28 separate sales over two days, totaling 250.2K shares for $108,413,125.83, reducing holdings from 440,000 shares to 189,800 shares (56.9% reduction). The sales were executed across a narrow price corridor ($423.68–$443.71), with the blended average of $433.31 falling near the current price of $438.54, suggesting the director completed a substantial liquidation during normal market conditions. AppLovin's fundamentals remain strong: annual revenue growth of +43.4%, net income of $819,531,000.00, and 30-day price momentum of +20.3%, indicating the sale occurred in an appreciating market environment rather than ahead of deterioration. The scale of this single-filing reduction (56.9% of prior holdings) is material and warrants investor attention to potential liquidity needs, option expiration events, or other corporate governance triggers that may have prompted such a sizable planned disposition.

Director Chen Herald Y sold 49,800 shares (49.8K) for $21.7M at AppLovin; holdings reduced by 26.2% to 140.0K shares

Chen Herald Y, a Director at AppLovin, executed 14 separate sales totaling 49,800 shares for $21,716,633.77 on 2025-08-15, with a blended average price of $436.08. This sale reduced his holdings from 189,800 shares to 140,000 shares, representing a 26.2% reduction in position size. The stock has appreciated 20.3% over 30 days and 20.8% over 90 days, trading 14.0% below its 52-week high of $510.13. AppLovin's fundamentals show strong quarterly performance with net income of $819,531,000.00, revenue growth of 43.4% year-over-year, and a P/E of 61.16, though the elevated valuation and recent momentum into this sale are noteworthy contextual factors for investors monitoring director-level activity.

Director Chen Herald Y sold 367,009 shares of APP on 2025-08-12/13 for $167.5M; post-transaction holdings: 414,920 shares (-46.9% reduction)

Director Chen Herald Y executed 26 separate sales totaling 367,009 shares for $167,513,839.85 across August 12–13, 2025, at a blended average price of $456.43. The transaction reduced his shareholding by 46.9%, from 781,929 shares to 414,920 shares. This is a substantial reduction of a major position at a price near the 52-week high of $510.13 (current price $433.34 is -15.0% from the high), occurring as the stock has risen 22.8% over 30 days and 19.6% over 90 days. The multi-day execution pattern and the large absolute dollar volume ($167.5M) suggest a deliberate, material portfolio event rather than a routine rebalancing. Note: This filing reflects a derivative-conversion transaction; the insider's full economic position in derivative securities (Table II) is not yet populated in this database, so the 414,920 shares shown represents only the common equity portion of holdings.

Director Chen Herald Y sold 32,991 shares of APP for $15,107,576.97 on 2025-08-13 at avg. $457.93

Chen Herald Y, a Director at AppLovin, executed 10 separate sales totaling 32,991 shares for $15,107,576.97 on 2025-08-13, with a blended average price of $457.93. The transaction reduced his holdings by 15.4%, from 214,920 to 181,929 shares, while the stock currently trades at $433.34—down 15.0% from its 52-week high of $510.13. This sale occurred after APP posted strong fundamentals, including $1.3B in latest-quarter revenue and $819.5M net income with 43.4% annual revenue growth, and at prices near the stock's recent 52-week range extremum. The significant dollar volume ($15.1M) and multi-tranche execution pattern warrant attention to whether this represents a material shift in directional conviction at a director level, particularly given the stock's recent momentum (+22.8% over 30 days) and valuation multiple (P/E 60.44).

Director Chen Herald Y sold 100,000 shares of APP for $42.0M on 2025-06-06, reducing holdings by 35.5%

Chen Herald Y, a Director of AppLovin Corp, executed 10 separate sales totaling 100,000 shares (100.0K shares) for $41,990,543.31 ($42.0M) on 2025-06-06, at prices ranging from $414.65 to $423.70 and a blended average price of $419.91. This sale reduced his holdings from 281,929 shares to 181,929 shares, a net reduction of -35.5% of pre-transaction holdings. The company trades at a P/E of 73.70 with a market cap of $141,397,911,890.51 ($141.4B) on recent quarterly revenue of $1,484,021,000.00 ($1.5B) and net income of $576,419,000.00 ($576.4M). The current stock price of $417.89 stands 18.1% below the 52-week high of $510.13, even as the stock has surged +37.7% over the prior 30 days and +54.5% over the prior 90 days. His cross-ticker track record shows 20 prior sells, and his prior trades at APP occurred on 2025-05-14 with outcomes not yet measurable at the 90-day mark.

Director Chen Herald Y sold 228,580 shares (228.6K) at blended average $371.80 for $85.0M, reducing holdings by 57.1%

Chen Herald Y executed 28 separate sales on 2025-05-13 totaling 228,580 shares (228.6K shares) for $84,985,972.29 ($85.0M), reducing his shareholding from 400,000 shares (400.0K shares) to 171,420 shares (171.4K shares)—a 57.1% reduction in position size. The sales were layered across a narrow price range from $360.51 to $380.08, with a blended average price of $371.80, suggesting a systematic liquidation rather than opportunistic selling at a single price point. AppLovin's stock is currently trading at $366.61, down 28.1% from its 52-week high of $510.13, which positions this director's prior share base at a significant distance from peak valuations; however, the stock has appreciated 49.4% over the last 30 days. The scale and structure of this sale—a substantial reduction of a director's stake over a single trading day—warrants attention to whether this represents a change in his investment posture toward the company or a pre-planned liquidity event.

Director Chen Herald Y sold 571.4K shares of APP for $213.9M across 21 transactions (May 13–14), reducing position by 72.1%

Chen Herald Y, an AppLovin director, executed 21 separate sales totaling 571,420 shares for $213,914,132.61 over two trading days at a blended average price of $374.36, reducing his holdings from 792,629 shares to 221,209 shares—a net reduction of 72.1% of pre-transaction holdings. The sales occurred at prices well above the current price of $366.61 and substantially above the 52-week low of $67.14, though 28.1% below the 52-week high of $510.13. This is a material divestiture of director-level equity in a high-growth company (43.4% annual revenue growth, $1.5B quarterly revenue, $576.4M quarterly net income), executed across methodical price tranches during a period of significant daily volatility (+49.4% over 30 days), leaving the director with meaningful residual ownership of 221.2K shares.

Director Chen Herald Y sells 200,000 APP shares for $64.9M, reducing stake 50% on 2025-02-28

Chen Herald Y (Director) executed 13 separate sales on 2025-02-28 totaling 200,000 shares for $64,930,456.76 at prices ranging from $319.12 to $330.92, with a blended average of $324.65. This transaction reduces his holdings by exactly 50%, from 400,000 shares to 200,000 shares. The stock is currently trading at $327.23, only 0.77% above the blended sale price, while the 30-day change is -11.5% and the stock sits -35.8% from its 52-week high of $510.13. Notably, Chen's prior APP-ticker sales on 2024-12-12 (5 separate transactions) showed negative 30-day returns ranging from -2.8% to -6.1%, yet this pattern provides no definitive signal for this filing absent measurable long-term outcomes. The company fundamentals show strong revenue growth of +43.4% year-over-year with net income of $434.4M on $1.2B in latest quarterly revenue, but the elevated P/E of 46.81 and recent price weakness merit investor attention to whether this substantial reduction signals reassessment of near-term prospects.

Director Chen Herald Y sold 194,080 shares ($63.9M) across 28 transactions at AppLovin on 2024-12-10.

Chen Herald Y executed 28 separate sales totaling 194,080 shares for $63,922,049.12 on 2024-12-10, representing a 23.6% reduction in his post-transaction holdings. The sales were executed across a range of prices from $320.12 to $347.18, with a blended average of $329.36, occurring during a period when the 90-day price change was +189.8%. The multi-tranche execution pattern over a single day and the substantial dollar volume suggest a coordinated disposal rather than routine rebalancing. While the current price of $326.21 is 18.8% below the 52-week high, the stock remained near the upper end of its trading range when these sales occurred, indicating the insider liquidated shares without waiting for a material price correction. The company's fundamentals show strong recent performance with $1.2B quarterly revenue, $434.4M net income, and 16.5% annual revenue growth, though the elevated P/E of 94.83 reflects current market expectations.

Director Chen Herald Y sold 124,569 shares at blended $336.42 for $41.9M on 2024-12-10/11, reducing stake 14.7%

Chen Herald Y, a Director, executed 28 separate sales totaling 124,569 shares for $41,907,123.14 across December 10–12, with a blended average price of $336.42. The sales reduced his post-transaction holdings to 720,209 shares from 844,778 shares, a reduction of 14.7% of his pre-transaction position. The stock has since declined to $326.21 (18.8% below its 52-week high of $401.50), though it remains up 12.9% over the past 30 days and up 189.8% over 90 days. The timing of this substantial liquidation—dispersed across multiple price points near recent highs relative to the 52-week range—coincides with the stock's elevated valuation (P/E of 94.83) despite strong fundamentals showing $1.2B in quarterly revenue, $434.4M in net income, and 16.5% annual revenue growth. The structured, multi-day execution pattern suggests deliberate liquidity management of a material position.