Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPIAN CORPAPPN · Entity 4256 | Chief Revenue Officer | September 11, 2023 | September 13, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
APPIAN CORP
Report date September 11, 2023 · Filed September 13, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 7,983 |
Reported balance
After 2023-09-11 transaction · row 1
1 source rowRow 1 · 2023-09-11 · Sale · Disposed 4,500 · Balance 7,983 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.07 to $50.23, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.07 to $50.23, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 11, 2023 Filed Sep 13, 2023 20:02 UTC | APPIAN CORP APPN · Entity 4256 | SaleClass A Common Stock | 4,500 | $50.11 | $225,495.00 |
DisclosureSEC source: 0001441683-23-000077 · wf-form4_169463534765421.xml · nonDerivative · entry 1 JONES CHRISTOPHER M · CIK 0001286939 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,983 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.07 to $50.23, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 07, 2023 Filed Aug 8, 2023 20:26 UTC | APPIAN CORP APPN · Entity 4256 | Exercise / conversionRestricted Stock Unit · Derivative | 7,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-23-000074 · wf-form4_169152638549414.xml · derivative · entry 5 JONES CHRISTOPHER M · CIK 0001286939 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 7,877 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") converts into Class A Common Stock on a one-for-one basis. F3 · derivative.exercise_date: The RSUs vested on August 5, 2023. F3 · derivative.expiration_date: The RSUs vested on August 5, 2023. Read SEC document |
| August 07, 2023 Filed Aug 8, 2023 20:26 UTC | APPIAN CORP APPN · Entity 4256 | Exercise / conversionRestricted Stock Unit · Derivative | 7,962 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-23-000074 · wf-form4_169152638549414.xml · derivative · entry 4 JONES CHRISTOPHER M · CIK 0001286939 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 7,962 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") converts into Class A Common Stock on a one-for-one basis. F3 · derivative.exercise_date: The RSUs vested on August 5, 2023. F3 · derivative.expiration_date: The RSUs vested on August 5, 2023. Read SEC document |
| August 07, 2023 Filed Aug 8, 2023 20:26 UTC | APPIAN CORP APPN · Entity 4256 | Exercise / conversionRestricted Stock Unit · Derivative | 3,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-23-000074 · wf-form4_169152638549414.xml · derivative · entry 3 JONES CHRISTOPHER M · CIK 0001286939 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,438 Underlying: Class A Common Stock · 3,146 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") converts into Class A Common Stock on a one-for-one basis. F2 · derivative.exercise_date: The RSUs vest in four (4) equal annual installments commencing on the one-year anniversary of August 5, 2022, provided that the Reporting Person has provided continuous service to the Issuer through the vesting date. F2 · derivative.expiration_date: The RSUs vest in four (4) equal annual installments commencing on the one-year anniversary of August 5, 2022, provided that the Reporting Person has provided continuous service to the Issuer through the vesting date. Read SEC document |
| August 07, 2023 Filed Aug 8, 2023 20:26 UTC | APPIAN CORP APPN · Entity 4256 | Tax withholdingClass A Common Stock | 6,600 | $49.55 | $327,030.00 |
DisclosureSEC source: 0001441683-23-000074 · wf-form4_169152638549414.xml · nonDerivative · entry 2 JONES CHRISTOPHER M · CIK 0001286939 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,483 Read SEC document |
| August 07, 2023 Filed Aug 8, 2023 20:26 UTC | APPIAN CORP APPN · Entity 4256 | Exercise / conversionClass A Common Stock | 18,985 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-23-000074 · wf-form4_169152638549414.xml · nonDerivative · entry 1 JONES CHRISTOPHER M · CIK 0001286939 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,083 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") converts into Class A Common Stock on a one-for-one basis. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 20:10 UTC | APPIAN CORP APPN · Entity 4256 | GrantRestricted Stock Unit · Derivative | 7,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-23-000071 · wf-form4_169109339801618.xml · derivative · entry 2 JONES CHRISTOPHER M · CIK 0001286939 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,877 Underlying: Class A Common Stock · 7,877 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Issuer's Class A Common Stock (or its cash equivalent, at the discretion of the Issuer). F3 · derivative.exercise_date: The RSUs will vest on August 5, 2023, provided that the Reporting Person has provided continuous service to the Issuer through the vesting date. F3 · derivative.expiration_date: The RSUs will vest on August 5, 2023, provided that the Reporting Person has provided continuous service to the Issuer through the vesting date. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 20:10 UTC | APPIAN CORP APPN · Entity 4256 | GrantRestricted Stock Unit · Derivative | 12,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-23-000071 · wf-form4_169109339801618.xml · derivative · entry 1 JONES CHRISTOPHER M · CIK 0001286939 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,448 Underlying: Class A Common Stock · 12,448 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Issuer's Class A Common Stock (or its cash equivalent, at the discretion of the Issuer). F2 · derivative.exercise_date: The RSUs will vest in four (4) equal annual installments commencing on the one-year anniversary of August 5, 2023, provided that the Reporting Person has provided continuous service to the Issuer through the vesting date. F2 · derivative.expiration_date: The RSUs will vest in four (4) equal annual installments commencing on the one-year anniversary of August 5, 2023, provided that the Reporting Person has provided continuous service to the Issuer through the vesting date. Read SEC document |
| November 02, 2022 Filed Feb 3, 2023 21:04 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 46 | $49.22 | $2,264.12 |
DisclosureSEC source: 0001441683-23-000014 · wf-form5_167545826381774.xml · nonDerivative · entry 2 JONES CHRISTOPHER M · CIK 0001286939 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98 F1 · kind: These shares were acquired under the Appian Corporation Employee Stock Purchase Plan. Read SEC document |
| October 04, 2022 Filed Feb 3, 2023 21:04 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 52 | $44.09 | $2,292.68 |
DisclosureSEC source: 0001441683-23-000014 · wf-form5_167545826381774.xml · nonDerivative · entry 1 JONES CHRISTOPHER M · CIK 0001286939 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52 F1 · kind: These shares were acquired under the Appian Corporation Employee Stock Purchase Plan. Read SEC document |
| August 02, 2022 Filed Aug 4, 2022 20:46 UTC | APPIAN CORP APPN · Entity 4256 | GrantRestricted Stock Unit · Derivative | 7,962 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-22-000081 · wf-form4_165964591951661.xml · derivative · entry 2 JONES CHRISTOPHER M · CIK 0001286939 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,962 Underlying: Class A Common Stock · 7,962 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Issuer's Class A Common Stock (or its cash equivalent, at the discretion of the Issuer). F3 · derivative.exercise_date: The RSUs will vest on August 5, 2023, provided that the Reporting Person has provided continuous service to the Issuer through the vesting date. F3 · derivative.expiration_date: The RSUs will vest on August 5, 2023, provided that the Reporting Person has provided continuous service to the Issuer through the vesting date. Read SEC document |
| August 02, 2022 Filed Aug 4, 2022 20:46 UTC | APPIAN CORP APPN · Entity 4256 | GrantRestricted Stock Unit · Derivative | 12,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-22-000081 · wf-form4_165964591951661.xml · derivative · entry 1 JONES CHRISTOPHER M · CIK 0001286939 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,584 Underlying: Class A Common Stock · 12,584 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Issuer's Class A Common Stock (or its cash equivalent, at the discretion of the Issuer). F2 · derivative.exercise_date: The RSUs will vest in four (4) equal annual installments commencing on the one-year anniversary of August 5, 2022, provided that the Reporting Person has provided continuous service to the Issuer through the vesting date. F2 · derivative.expiration_date: The RSUs will vest in four (4) equal annual installments commencing on the one-year anniversary of August 5, 2022, provided that the Reporting Person has provided continuous service to the Issuer through the vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.