Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPFOLIO INCAPPF · Entity 3638 | Founder | November 10, 2022 | November 15, 2022 |
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.
APPFOLIO INC
Report date November 10, 2022 · Filed November 15, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 26,348 |
Reported balance
After 2022-11-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-11-10 · Tax withholding · Disposed 480 · Balance 26,348 F1: Consists of Class A Common Stock withheld by the Issuer to satisfy the minimum tax withholding obligations of the Reporting Person arising in connection with the vesting on November 10, 2022 of 6.25% of the time-based restricted stock units (RSUs) previously granted to the Reporting Person on December 13, 2021 pursuant to the Issuer's 2015 Stock Incentive Plan. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 606,447 |
Reported balance
Holding disclosure · report date 2022-11-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 606,447 |
| Class B Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Trust | 26,925 |
Reported balance
Holding disclosure · report date 2022-11-10 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 26,925 F2: All of the outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Company's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. F3: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. |
| Class B Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 7,194 |
Reported balance
Holding disclosure · report date 2022-11-10 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 7,194 F2: All of the outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Company's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. F3: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of Class A Common Stock withheld by the Issuer to satisfy the minimum tax withholding obligations of the Reporting Person arising in connection with the vesting on November 10, 2022 of 6.25% of the time-based restricted stock units (RSUs) previously granted to the Reporting Person on December 13, 2021 pursuant to the Issuer's 2015 Stock Incentive Plan.
F2: All of the outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Company's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock.
F3: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date.
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 |
|---|---|---|---|---|---|---|
| November 10, 2022 Filed Nov 15, 2022 00:25 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 480 | $120.71 | $57,940.80 |
DisclosureSEC source: 0001433195-22-000122 · wf-form4_166847189352511.xml · nonDerivative · entry 1 Walker Jonathan · CIK 0001643523 · Founder 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,348 F1 · security: Consists of Class A Common Stock withheld by the Issuer to satisfy the minimum tax withholding obligations of the Reporting Person arising in connection with the vesting on November 10, 2022 of 6.25% of the time-based restricted stock units (RSUs) previously granted to the Reporting Person on December 13, 2021 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| August 10, 2022 Filed Aug 12, 2022 23:34 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 480 | $111.92 | $53,721.60 |
DisclosureSEC source: 0001433195-22-000095 · wf-form4_166034724399331.xml · nonDerivative · entry 1 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,828 F1 · security: Consists of Class A Common Stock withheld by the Issuer to satisfy the minimum tax withholding obligations of the Reporting Person arising in connection with the vesting on August 10, 2022 of 6.25% of the time-based restricted stock units (RSUs) previously granted to the Reporting Person on December 13, 2021 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| June 09, 2022 Filed Jun 9, 2022 23:30 UTC | APPFOLIO INC APPF · Entity 3638 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 9,945 | $0.00 Strike: $11.70 | $0.00 |
DisclosureSEC source: 0001433195-22-000060 · wf-form4_165481744132465.xml · derivative · entry 11 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 9,945 shares Expires 2026-02-28 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. F8 · shares: The reported securities reflect the exercise of 9,945 nonqualified stock options. Read SEC document |
| June 09, 2022 Filed Jun 9, 2022 23:30 UTC | APPFOLIO INC APPF · Entity 3638 | Exercise / conversionClass A Common Stock | 9,945 | $11.70 | $116,356.50 |
DisclosureSEC source: 0001433195-22-000060 · wf-form4_165481744132465.xml · nonDerivative · entry 5 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 606,447 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. Read SEC document |
| June 07, 2022 Filed Jun 9, 2022 23:30 UTC | APPFOLIO INC APPF · Entity 3638 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,289 | $0.00 Strike: $13.43 | $0.00 |
DisclosureSEC source: 0001433195-22-000060 · wf-form4_165481744132465.xml · derivative · entry 10 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 10,289 shares Expires 2026-05-20 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. F7 · shares: The reported securities reflect the exercise of 577 incentive stock options and 9,712 nonqualified stock options. Read SEC document |
| June 07, 2022 Filed Jun 9, 2022 23:30 UTC | APPFOLIO INC APPF · Entity 3638 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,388 | $0.00 Strike: $11.70 | $0.00 |
DisclosureSEC source: 0001433195-22-000060 · wf-form4_165481744132465.xml · derivative · entry 9 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 9,945 Underlying: Class A Common Stock · 2,388 shares Expires 2026-02-28 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. F6 · shares: The reported securities reflect the exercise of 1,645 incentive stock options and 743 nonqualified stock options. Read SEC document |
| June 07, 2022 Filed Jun 9, 2022 23:30 UTC | APPFOLIO INC APPF · Entity 3638 | Exercise / conversionClass B Common Stock · Derivative | 26,925 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001433195-22-000060 · wf-form4_165481744132465.xml · derivative · entry 8 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 26,925 Underlying: Class A Common Stock · 26,925 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. F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers (i) by a partnership or limited liability company that was a registered holder of shares of Class B Common Stock to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F5 · derivative.exercise_date: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share-for-one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers (i) by a partnership or limited liability company that was a registered holder of shares of Class B Common Stock to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F5 · derivative.expiration_date: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share-for-one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. Read SEC document |
| June 07, 2022 Filed Jun 9, 2022 23:30 UTC | APPFOLIO INC APPF · Entity 3638 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 26,925 | $0.00 Strike: $4.92 | $0.00 |
DisclosureSEC source: 0001433195-22-000060 · wf-form4_165481744132465.xml · derivative · entry 7 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Class B Common Stock · 26,925 shares Expires 2024-12-03 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. F3 · shares: The reported securities reflect the exercise of 26,925 incentive stock options. F4 · derivative.underlying: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers (i) by a partnership or limited liability company that was a registered holder of shares of Class B Common Stock to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F5 · derivative.underlying: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share-for-one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. Read SEC document |
| June 07, 2022 Filed Jun 9, 2022 23:30 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 3,633 | $99.38 | $361,031.55 |
DisclosureSEC source: 0001433195-22-000060 · wf-form4_165481744132465.xml · nonDerivative · entry 4 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 596,502 F2 · price: This transaction was executed in multiple trades with sales prices ranging from $99.20 to $99.73. The price reported above reflects the weighted average sales price for the cumulative trades. The reportingperson hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. Read SEC document |
| June 07, 2022 Filed Jun 9, 2022 23:30 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 6,822 | $98.66 | $673,056.47 |
DisclosureSEC source: 0001433195-22-000060 · wf-form4_165481744132465.xml · nonDerivative · entry 3 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 600,135 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $98.19 to $99.17. The price reported above reflects the weighted average sales price for the cumulative trades. The reportingperson hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. Read SEC document |
| June 07, 2022 Filed Jun 9, 2022 23:30 UTC | APPFOLIO INC APPF · Entity 3638 | Exercise / conversionClass A Common Stock | 10,289 | $13.43 | $138,181.27 |
DisclosureSEC source: 0001433195-22-000060 · wf-form4_165481744132465.xml · nonDerivative · entry 2 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 606,957 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. Read SEC document |
| June 07, 2022 Filed Jun 9, 2022 23:30 UTC | APPFOLIO INC APPF · Entity 3638 | Exercise / conversionClass A Common Stock | 2,388 | $11.70 | $27,939.60 |
DisclosureSEC source: 0001433195-22-000060 · wf-form4_165481744132465.xml · nonDerivative · entry 1 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 596,668 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. Read SEC document |
| May 10, 2022 Filed May 13, 2022 00:09 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 480 | $85.84 | $41,203.20 |
DisclosureSEC source: 0001433195-22-000050 · wf-form4_165240058003456.xml · nonDerivative · entry 1 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,308 F1 · security: Consists of Class A Common Stock withheld by the Issuer to satisfy the minimum tax withholding obligations of the Reporting Person arising in connection with the vesting on May 10, 2022 of 6.25% of the time-based restricted stock units (RSUs) previously granted to the Reporting Person on December 13, 2021 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| February 25, 2022 Filed Mar 2, 2022 01:00 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 1,922 | $112.98 | $217,147.56 |
DisclosureSEC source: 0001433195-22-000029 · wf-form4_164618278926941.xml · nonDerivative · entry 2 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,788 F2 · security: Consists of Class A Common Stock withheld by the Issuer to satisfy the minimum tax withholding obligations of the Reporting Person arising in connection with the vesting on February 25, 2022 of 100% of the performance-based restricted stock units (PSUs) granted to the Reporting Person on February 25, 2022 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| February 25, 2022 Filed Mar 2, 2022 01:00 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 7,688 | $112.98 | $868,590.24 |
DisclosureSEC source: 0001433195-22-000029 · wf-form4_164618278926941.xml · nonDerivative · entry 1 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,710 F1 · security: Represents a grant of performance-based restricted stock units (PSUs) granted pursuant to the Issuer's 2015 Stock Incentive Plan. The PSUs were earned and vested as to 100% based on achievement of pre-established performance criteria. Read SEC document |
| January 27, 2022 Filed Feb 1, 2022 00:58 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 571,802 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001433195-22-000008 · wf-form4_164367707471534.xml · derivative · entry 3 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 571,802 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_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers (i) by a partnership or limited liability company that was a registered holder of shares of Class B Common Stock to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F2 · derivative.exercise_date: All of the outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers (i) by a partnership or limited liability company that was a registered holder of shares of Class B Common Stock to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F2 · derivative.expiration_date: All of the outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. Read SEC document |
| January 27, 2022 Filed Feb 1, 2022 00:58 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 571,802 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-22-000008 · wf-form4_164367707471534.xml · nonDerivative · entry 1 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 594,280 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. Read SEC document |
| January 10, 2022 Filed Jan 13, 2022 01:00 UTC | APPFOLIO INC APPF · Entity 3638 | OtherClass A Common Stock | 277 | $122.19 | $33,846.63 |
DisclosureSEC source: 0001433195-22-000002 · wf-form4_164203559887872.xml · nonDerivative · entry 1 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,022 F1 · security: Consists of Class A Common Stock withheld by the Issuer to satisfy the minimum tax withholding obligations of the Reporting Person arising in connection with the vesting on January 10, 2022 of one-fourth of the restricted stock units (RSUs) previously granted to the Reporting Person on December 17, 2019 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| December 13, 2021 Filed Dec 16, 2021 01:09 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 19,503 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-21-000114 · wf-form4_163961692645832.xml · nonDerivative · entry 1 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,299 F1 · security: Represents a grant of time-based restricted stock units (RSUs) granted pursuant to the Issuer's 2015 Stock Incentive Plan. The RSUs shall vest over four years with 1/16th of the restricted stock units vesting quarterly beginning May 10, 2022. Read SEC document |
| September 14, 2021 Filed Sep 17, 2021 01:46 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 20,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001433195-21-000092 · wf-form4_163184315394294.xml · derivative · entry 6 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 571,802 Underlying: Class A Common Stock · 20,000 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_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer that occurs after the consummation of the initial public offering (the "IPO") of AppFolio, Inc. (the "Issuer"), except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the IPO to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F2 · derivative.exercise_date: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share-for-one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer that occurs after the consummation of the initial public offering (the "IPO") of AppFolio, Inc. (the "Issuer"), except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the IPO to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F2 · derivative.expiration_date: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share-for-one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. Read SEC document |
| September 14, 2021 Filed Sep 17, 2021 01:46 UTC | APPFOLIO INC APPF · Entity 3638 | Exercise / conversionClass B Common Stock · Derivative | 20,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001433195-21-000092 · wf-form4_163184315394294.xml · derivative · entry 5 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 591,802 Underlying: Class A Common Stock · 20,000 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_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer that occurs after the consummation of the initial public offering (the "IPO") of AppFolio, Inc. (the "Issuer"), except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the IPO to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F2 · derivative.exercise_date: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share-for-one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer that occurs after the consummation of the initial public offering (the "IPO") of AppFolio, Inc. (the "Issuer"), except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the IPO to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F2 · derivative.expiration_date: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share-for-one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. Read SEC document |
| September 14, 2021 Filed Sep 17, 2021 01:46 UTC | APPFOLIO INC APPF · Entity 3638 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $4.92 | $0.00 |
DisclosureSEC source: 0001433195-21-000092 · wf-form4_163184315394294.xml · derivative · entry 4 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 54,425 Underlying: Class B Common Stock · 20,000 shares Expires 2024-12-03 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.underlying: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer that occurs after the consummation of the initial public offering (the "IPO") of AppFolio, Inc. (the "Issuer"), except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the IPO to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F2 · derivative.underlying: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share-for-one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. Read SEC document |
| September 14, 2021 Filed Sep 17, 2021 01:46 UTC | APPFOLIO INC APPF · Entity 3638 | GiftClass A Common Stock | 9,599 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-21-000092 · wf-form4_163184315394294.xml · nonDerivative · entry 3 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 25,274 Read SEC document |
| September 14, 2021 Filed Sep 17, 2021 01:46 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 801 | $122.71 | $98,290.71 |
DisclosureSEC source: 0001433195-21-000092 · wf-form4_163184315394294.xml · nonDerivative · entry 2 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 34,873 Read SEC document |
| September 14, 2021 Filed Sep 17, 2021 01:46 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-21-000092 · wf-form4_163184315394294.xml · nonDerivative · entry 1 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 35,674 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. Read SEC document |
| September 08, 2021 Filed Sep 10, 2021 00:17 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 2,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001433195-21-000085 · wf-form4_163123300459699.xml · derivative · entry 7 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,194 Underlying: Class A Common Stock · 2,500 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. F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F5 · derivative.exercise_date: All of the outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Company's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F5 · derivative.expiration_date: All of the outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Company's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. Read SEC document |
| September 08, 2021 Filed Sep 10, 2021 00:17 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 2,500 | $121.40 | $303,500.00 |
DisclosureSEC source: 0001433195-21-000085 · wf-form4_163123300459699.xml · nonDerivative · entry 5 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · price: This transaction was executed in multiple trades with sales prices ranging from $121.00 to $121.76. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. Read SEC document |
| September 08, 2021 Filed Sep 10, 2021 00:17 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-21-000085 · wf-form4_163123300459699.xml · nonDerivative · entry 4 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 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. Read SEC document |
| September 07, 2021 Filed Sep 10, 2021 00:17 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 8,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001433195-21-000085 · wf-form4_163123300459699.xml · derivative · entry 6 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 571,802 Underlying: Class A Common Stock · 8,000 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. F4 · derivative.exercise_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F5 · derivative.exercise_date: All of the outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Company's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. F4 · derivative.expiration_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F5 · derivative.expiration_date: All of the outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Company's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. Read SEC document |
| September 07, 2021 Filed Sep 10, 2021 00:17 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,400 | $122.58 | $171,612.00 |
DisclosureSEC source: 0001433195-21-000085 · wf-form4_163123300459699.xml · nonDerivative · entry 3 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 15,674 F2 · price: This transaction was executed in multiple trades with sales prices ranging from $122.19 to $122.88. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. Read SEC document |
| September 07, 2021 Filed Sep 10, 2021 00:17 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 6,600 | $121.57 | $802,362.00 |
DisclosureSEC source: 0001433195-21-000085 · wf-form4_163123300459699.xml · nonDerivative · entry 2 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 17,074 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $121.19 to $122.15. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. Read SEC document |
| September 07, 2021 Filed Sep 10, 2021 00:17 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-21-000085 · wf-form4_163123300459699.xml · nonDerivative · entry 1 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 23,674 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. Read SEC document |
| February 17, 2021 Filed Feb 20, 2021 01:15 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 30,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001433195-21-000013 · wf-form4_161378374008304.xml · derivative · entry 3 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 601,708 Underlying: Class A Common Stock · 30,000 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. F3 · derivative.exercise_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F4 · derivative.exercise_date: All of the outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Company's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. F3 · derivative.expiration_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F4 · derivative.expiration_date: All of the outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Company's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. Read SEC document |
| February 17, 2021 Filed Feb 20, 2021 01:15 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 30,000 | $175.42 | $5,262,600.00 |
DisclosureSEC source: 0001433195-21-000013 · wf-form4_161378374008304.xml · nonDerivative · entry 2 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 3,462 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Walker on or around October 30, 2019. F2 · price: This transaction was executed in multiple trades with sales prices ranging from $175.11 to $175.64. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. Read SEC document |
| February 17, 2021 Filed Feb 20, 2021 01:15 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-21-000013 · wf-form4_161378374008304.xml · nonDerivative · entry 1 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 33,462 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. Read SEC document |
| January 10, 2021 Filed Jan 13, 2021 01:06 UTC | APPFOLIO INC APPF · Entity 3638 | OtherClass A Common Stock | 266 | $173.23 | $46,079.18 |
DisclosureSEC source: 0001433195-21-000002 · wf-form4_161049999770636.xml · nonDerivative · entry 1 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 3,462 F1 · security: Consists of Class A Common Stock withheld by the Issuer to satisfy the minimum tax withholding obligations of the Reporting Person arising in connection with the vesting on January 10, 2021 of one-fourth of the restricted stock units previously granted to the Reporting Person on December 17, 2019 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| December 23, 2020 Filed Dec 29, 2020 00:44 UTC | APPFOLIO INC APPF · Entity 3638 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 12,212 | $0.00 Strike: $13.43 | $0.00 |
DisclosureSEC source: 0001433195-20-000106 · wf-form4_160920267446657.xml · derivative · entry 2 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 631,708 Underlying: Class B Common Stock · 12,212 shares Expires 2026-05-20 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.underlying: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer that occurs after the consummation of the initial public offering (the "IPO") of AppFolio, Inc. (the "Issuer"), except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the IPO to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F2 · derivative.underlying: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share-for-one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. Read SEC document |
| December 23, 2020 Filed Dec 29, 2020 00:44 UTC | APPFOLIO INC APPF · Entity 3638 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 575 | $0.00 Strike: $4.92 | $0.00 |
DisclosureSEC source: 0001433195-20-000106 · wf-form4_160920267446657.xml · derivative · entry 1 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 619,496 Underlying: Class B Common Stock · 575 shares Expires 2024-12-03 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.underlying: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer that occurs after the consummation of the initial public offering (the "IPO") of AppFolio, Inc. (the "Issuer"), except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the IPO to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F2 · derivative.underlying: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share-for-one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. Read SEC document |
| December 23, 2020 Filed May 18, 2021 00:09 UTC Amendment | APPFOLIO INC APPF · Entity 3638 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 12,212 | $0.00 Strike: $13.43 | $0.00 |
DisclosureSEC source: 0001433195-21-000050 · wf-form4a_162129657776057.xml · derivative · entry 4 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 32,789 Underlying: Class A Common Stock · 12,212 shares Expires 2026-05-20 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 · security: This Form 4/A amends the Form 4 filed on December 28, 2020 to correct administrative errors in reporting two option exercises that occurred on December 23, 2020. The Form 4 filed on December 28, 2020 reported an acquisition of a total of 575 Employee Stock Options for the purchase of Class B Common stock at $4.92 per share and an acquisition of a total of 12,212 Employee Stock Options for the purchase of Class B Common stock at $13.43 per share. In fact, on December 23, 2020, Mr. Walker exercised 575 Employee Stock Options to purchase 575 shares of Class B Common stock at $4.92 per share, and exercised a total of 12,12 Employee Stock Options for the purchase of Class A Common stock at $13.43 per share. This Form 4 updates Mr. Walker's Employee Stock Option holdings, Class B Common Stock holdings and Class A Common stock holdings accordingly, as of the date of the original transaction. Read SEC document |
| December 23, 2020 Filed May 18, 2021 00:09 UTC Amendment | APPFOLIO INC APPF · Entity 3638 | GrantClass B Common Stock · Derivative | 575 | $4.92 Strike: $0.00 | $2,829.00 |
DisclosureSEC source: 0001433195-21-000050 · wf-form4a_162129657776057.xml · derivative · entry 3 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 619,496 Underlying: Class A Common Stock · 575 shares Expires not disclosed F1 · security: This Form 4/A amends the Form 4 filed on December 28, 2020 to correct administrative errors in reporting two option exercises that occurred on December 23, 2020. The Form 4 filed on December 28, 2020 reported an acquisition of a total of 575 Employee Stock Options for the purchase of Class B Common stock at $4.92 per share and an acquisition of a total of 12,212 Employee Stock Options for the purchase of Class B Common stock at $13.43 per share. In fact, on December 23, 2020, Mr. Walker exercised 575 Employee Stock Options to purchase 575 shares of Class B Common stock at $4.92 per share, and exercised a total of 12,12 Employee Stock Options for the purchase of Class A Common stock at $13.43 per share. This Form 4 updates Mr. Walker's Employee Stock Option holdings, Class B Common Stock holdings and Class A Common stock holdings accordingly, as of the date of the original transaction. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer that occurs after the consummation of the initial public offering (the "IPO") of AppFolio, Inc. (the "Issuer"), except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the IPO to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F3 · derivative.exercise_date: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share-for-one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer that occurs after the consummation of the initial public offering (the "IPO") of AppFolio, Inc. (the "Issuer"), except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the IPO to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F3 · derivative.expiration_date: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share-for-one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. Read SEC document |
| December 23, 2020 Filed May 18, 2021 00:09 UTC Amendment | APPFOLIO INC APPF · Entity 3638 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 575 | $0.00 Strike: $4.92 | $0.00 |
DisclosureSEC source: 0001433195-21-000050 · wf-form4a_162129657776057.xml · derivative · entry 2 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 74,425 Underlying: Class B Common Stock · 575 shares Expires 2024-12-03 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 · security: This Form 4/A amends the Form 4 filed on December 28, 2020 to correct administrative errors in reporting two option exercises that occurred on December 23, 2020. The Form 4 filed on December 28, 2020 reported an acquisition of a total of 575 Employee Stock Options for the purchase of Class B Common stock at $4.92 per share and an acquisition of a total of 12,212 Employee Stock Options for the purchase of Class B Common stock at $13.43 per share. In fact, on December 23, 2020, Mr. Walker exercised 575 Employee Stock Options to purchase 575 shares of Class B Common stock at $4.92 per share, and exercised a total of 12,12 Employee Stock Options for the purchase of Class A Common stock at $13.43 per share. This Form 4 updates Mr. Walker's Employee Stock Option holdings, Class B Common Stock holdings and Class A Common stock holdings accordingly, as of the date of the original transaction. F2 · derivative.underlying: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer that occurs after the consummation of the initial public offering (the "IPO") of AppFolio, Inc. (the "Issuer"), except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the IPO to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F3 · derivative.underlying: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share-for-one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. Read SEC document |
| December 23, 2020 Filed May 18, 2021 00:09 UTC Amendment | APPFOLIO INC APPF · Entity 3638 | Exercise / conversionClass A Common Stock | 12,212 | $13.43 | $164,007.16 |
DisclosureSEC source: 0001433195-21-000050 · wf-form4a_162129657776057.xml · nonDerivative · entry 1 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 15,940 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 · security: This Form 4/A amends the Form 4 filed on December 28, 2020 to correct administrative errors in reporting two option exercises that occurred on December 23, 2020. The Form 4 filed on December 28, 2020 reported an acquisition of a total of 575 Employee Stock Options for the purchase of Class B Common stock at $4.92 per share and an acquisition of a total of 12,212 Employee Stock Options for the purchase of Class B Common stock at $13.43 per share. In fact, on December 23, 2020, Mr. Walker exercised 575 Employee Stock Options to purchase 575 shares of Class B Common stock at $4.92 per share, and exercised a total of 12,12 Employee Stock Options for the purchase of Class A Common stock at $13.43 per share. This Form 4 updates Mr. Walker's Employee Stock Option holdings, Class B Common Stock holdings and Class A Common stock holdings accordingly, as of the date of the original transaction. Read SEC document |
| December 02, 2020 Filed Dec 4, 2020 00:56 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 2,979 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001433195-20-000100 · wf-form4_160704337051018.xml · derivative · entry 11 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 618,921 Underlying: Class A Common Stock · 2,979 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. F9 · derivative.exercise_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F10 · derivative.exercise_date: All of the outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Company's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. F9 · derivative.expiration_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F10 · derivative.expiration_date: All of the outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Company's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. Read SEC document |
| December 02, 2020 Filed Dec 4, 2020 00:56 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,084 | $158.73 | $172,063.32 |
DisclosureSEC source: 0001433195-20-000100 · wf-form4_160704337051018.xml · nonDerivative · entry 9 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 3,728 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Walker on or around October 30, 2019. F8 · price: This transaction was executed in multiple trades with sales prices ranging from $158.23 to $159.09. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. Read SEC document |
| December 02, 2020 Filed Dec 4, 2020 00:56 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 599 | $157.32 | $94,234.68 |
DisclosureSEC source: 0001433195-20-000100 · wf-form4_160704337051018.xml · nonDerivative · entry 8 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 4,812 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Walker on or around October 30, 2019. F7 · price: This transaction was executed in multiple trades with sales prices ranging from $156.95 to $157.93. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. Read SEC document |
| December 02, 2020 Filed Dec 4, 2020 00:56 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,296 | $156.36 | $202,642.56 |
DisclosureSEC source: 0001433195-20-000100 · wf-form4_160704337051018.xml · nonDerivative · entry 7 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 5,411 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Walker on or around October 30, 2019. F6 · price: This transaction was executed in multiple trades with sales prices ranging from $155.84 to $156.59. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. Read SEC document |
| December 02, 2020 Filed Dec 4, 2020 00:56 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 2,979 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-20-000100 · wf-form4_160704337051018.xml · nonDerivative · entry 6 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 6,707 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. Read SEC document |
| December 01, 2020 Filed Dec 4, 2020 00:56 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 27,021 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001433195-20-000100 · wf-form4_160704337051018.xml · derivative · entry 10 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 621,900 Underlying: Class A Common Stock · 27,021 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. F9 · derivative.exercise_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F10 · derivative.exercise_date: All of the outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Company's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. F9 · derivative.expiration_date: Each share of Class B Common Stock is convertible, at any time at the option of the holder, into one share of Class A Common Stock. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F10 · derivative.expiration_date: All of the outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Company's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. Read SEC document |
| December 01, 2020 Filed Dec 4, 2020 00:56 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 3,537 | $161.74 | $572,074.38 |
DisclosureSEC source: 0001433195-20-000100 · wf-form4_160704337051018.xml · nonDerivative · entry 5 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 3,728 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Walker on or around October 30, 2019. F5 · price: This transaction was executed in multiple trades with sales prices ranging from $161.23 to $162.25. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. Read SEC document |
| December 01, 2020 Filed Dec 4, 2020 00:56 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 7,674 | $160.75 | $1,233,595.50 |
DisclosureSEC source: 0001433195-20-000100 · wf-form4_160704337051018.xml · nonDerivative · entry 4 Walker Jonathan · CIK 0001643523 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 7,265 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Walker on or around October 30, 2019. F4 · price: This transaction was executed in multiple trades with sales prices ranging from $160.21 to $161.19. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. 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.