Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPIAN CORPAPPN · Entity 4256 | Chief Revenue Officer | May 10, 2022 | May 11, 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.
APPIAN CORP
Report date May 10, 2022 · Filed May 11, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2022-05-10 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2022-05-10 · Exercise / conversion · Acquired 8,936 · Balance 8,936 F1: Each Restricted Stock Unit ("RSU") converts into Class A Common Stock on a one-for-one basis. Row 2 · 2022-05-10 · Sale · Disposed 2,486 · Balance 6,450 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.59 to $54.94, inclusive. The Reporting Person undertakes to provide to Appian Corporation, any security holder of Appian Corporation, 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 footnotes (2) and (3). Row 3 · 2022-05-10 · Sale · Disposed 6,450 · Balance 0 F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.34 to 57.46, inclusive. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 10,748 |
Reported balance
After 2022-05-10 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-05-10 · Exercise / conversion · Disposed 7,524 · Balance 10,748 F4: Each 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). F5: The RSUs were granted on 6/4/2020 and 7,524 of the RSUs vested on each of 5/5/2021 and 5/5/2022, 7,524 RSUs will vest on 5/5/2023, and 3,224 of the RSUs will vest on 5/5/2024, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 4,236 |
Reported balance
After 2022-05-10 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-05-10 · Exercise / conversion · Disposed 1,412 · Balance 4,236 F4: Each 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). F6: The RSUs were granted on 5/4/2021 and vest in four (4) equal annual installments commencing on 5/5/2022, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 12,256 |
Reported balance
Holding disclosure · report date 2022-05-10 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 12,256 F4: Each 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). F7: The RSUs were granted on 5/3/2022 and will vest in four (4) equal annual installments commencing on 5/5/2023, provided that the Reporting Person has provided continuous service to the Issuer through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") converts into Class A Common Stock on a one-for-one basis.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.59 to $54.94, inclusive. The Reporting Person undertakes to provide to Appian Corporation, any security holder of Appian Corporation, 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 footnotes (2) and (3).
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.34 to 57.46, inclusive.
F4: Each 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).
F5: The RSUs were granted on 6/4/2020 and 7,524 of the RSUs vested on each of 5/5/2021 and 5/5/2022, 7,524 RSUs will vest on 5/5/2023, and 3,224 of the RSUs will vest on 5/5/2024, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date.
F6: The RSUs were granted on 5/4/2021 and vest in four (4) equal annual installments commencing on 5/5/2022, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date.
F7: The RSUs were granted on 5/3/2022 and will vest in four (4) equal annual installments commencing on 5/5/2023, provided that the Reporting Person has provided continuous service to the Issuer through the vesting 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 |
|---|---|---|---|---|---|---|
| May 10, 2022 Filed May 11, 2022 20:04 UTC | APPIAN CORP APPN · Entity 4256 | Exercise / conversionRestricted Stock Unit · Derivative | 1,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-22-000055 · wf-form4_165229944072664.xml · derivative · entry 5 Cross Eric Calvin · CIK 0001811936 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,236 Underlying: Class A Common Stock · 1,412 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_price: Each 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). F6 · derivative.exercise_date: The RSUs were granted on 5/4/2021 and vest in four (4) equal annual installments commencing on 5/5/2022, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. F6 · derivative.expiration_date: The RSUs were granted on 5/4/2021 and vest in four (4) equal annual installments commencing on 5/5/2022, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. Read SEC document |
| May 10, 2022 Filed May 11, 2022 20:04 UTC | APPIAN CORP APPN · Entity 4256 | Exercise / conversionRestricted Stock Unit · Derivative | 7,524 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-22-000055 · wf-form4_165229944072664.xml · derivative · entry 4 Cross Eric Calvin · CIK 0001811936 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,748 Underlying: Class A Common Stock · 7,524 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_price: Each 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). F5 · derivative.exercise_date: The RSUs were granted on 6/4/2020 and 7,524 of the RSUs vested on each of 5/5/2021 and 5/5/2022, 7,524 RSUs will vest on 5/5/2023, and 3,224 of the RSUs will vest on 5/5/2024, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. F5 · derivative.expiration_date: The RSUs were granted on 6/4/2020 and 7,524 of the RSUs vested on each of 5/5/2021 and 5/5/2022, 7,524 RSUs will vest on 5/5/2023, and 3,224 of the RSUs will vest on 5/5/2024, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. Read SEC document |
| May 10, 2022 Filed May 11, 2022 20:04 UTC | APPIAN CORP APPN · Entity 4256 | SaleClass A Common Stock | 6,450 | $57.34 | $369,843.00 |
DisclosureSEC source: 0001441683-22-000055 · wf-form4_165229944072664.xml · nonDerivative · entry 3 Cross Eric Calvin · CIK 0001811936 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.34 to 57.46, inclusive. Read SEC document |
| May 10, 2022 Filed May 11, 2022 20:04 UTC | APPIAN CORP APPN · Entity 4256 | SaleClass A Common Stock | 2,486 | $54.72 | $136,033.92 |
DisclosureSEC source: 0001441683-22-000055 · wf-form4_165229944072664.xml · nonDerivative · entry 2 Cross Eric Calvin · CIK 0001811936 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,450 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.59 to $54.94, inclusive. The Reporting Person undertakes to provide to Appian Corporation, any security holder of Appian Corporation, 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 footnotes (2) and (3). Read SEC document |
| May 10, 2022 Filed May 11, 2022 20:04 UTC | APPIAN CORP APPN · Entity 4256 | Exercise / conversionClass A Common Stock | 8,936 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-22-000055 · wf-form4_165229944072664.xml · nonDerivative · entry 1 Cross Eric Calvin · CIK 0001811936 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,936 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 |
| May 03, 2022 Filed May 5, 2022 20:06 UTC | APPIAN CORP APPN · Entity 4256 | GrantRestricted Stock Unit · Derivative | 12,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-22-000045 · wf-form4_165178114469697.xml · derivative · entry 1 Cross Eric Calvin · CIK 0001811936 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,176 Underlying: Class A Common Stock · 12,256 shares Expires not disclosed F1 · derivative.exercise_price: Each 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 May 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 May 5, 2022, provided that the Reporting Person has provided continuous service to the Issuer through the vesting date. Read SEC document |
| May 12, 2021 Filed May 13, 2021 20:01 UTC | APPIAN CORP APPN · Entity 4256 | SaleClass A Common Stock | 1,340 | $86.54 | $115,963.60 |
DisclosureSEC source: 0001441683-21-000042 · wf-form4_162093608814731.xml · nonDerivative · entry 2 Cross Eric Calvin · CIK 0001811936 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 25, 2021. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.25 to $87.05, inclusive. Read SEC document |
| May 12, 2021 Filed May 13, 2021 20:01 UTC | APPIAN CORP APPN · Entity 4256 | SaleClass A Common Stock | 3,614 | $85.79 | $310,045.06 |
DisclosureSEC source: 0001441683-21-000042 · wf-form4_162093608814731.xml · nonDerivative · entry 1 Cross Eric Calvin · CIK 0001811936 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,340 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 25, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.23 to $86.01, inclusive. The Reporting Person undertakes to provide to Appian Corporation, any security holder of Appian Corporation, 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 ranges set forth in footnotes (2) and (3). Read SEC document |
| May 06, 2021 Filed May 6, 2021 20:21 UTC | APPIAN CORP APPN · Entity 4256 | Exercise / conversionRestricted Stock Unit · Derivative | 7,524 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-21-000039 · wf-form4_162033244090533.xml · derivative · entry 6 Cross Eric Calvin · CIK 0001811936 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,920 Underlying: Class A Common Stock · 7,524 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. F6 · derivative.exercise_price: Each 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). F8 · derivative.exercise_date: The RSUs were granted on 6/4/2020 and 7,524 of the RSUs vested on 5/5/2021, 7,524 RSUs will vest on each of 5/5/2022 and 5/5/2023, and 3,224 of the RSUs will vest on 5/5/2024, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. F8 · derivative.expiration_date: The RSUs were granted on 6/4/2020 and 7,524 of the RSUs vested on 5/5/2021, 7,524 RSUs will vest on each of 5/5/2022 and 5/5/2023, and 3,224 of the RSUs will vest on 5/5/2024, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. Read SEC document |
| May 06, 2021 Filed May 6, 2021 20:21 UTC | APPIAN CORP APPN · Entity 4256 | SaleClass A Common Stock | 1,800 | $100.99 | $181,782.00 |
DisclosureSEC source: 0001441683-21-000039 · wf-form4_162033244090533.xml · nonDerivative · entry 4 Cross Eric Calvin · CIK 0001811936 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,954 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 25, 2021. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.68 to $101.15, inclusive. Read SEC document |
| May 06, 2021 Filed May 6, 2021 20:21 UTC | APPIAN CORP APPN · Entity 4256 | SaleClass A Common Stock | 620 | $99.71 | $61,820.20 |
DisclosureSEC source: 0001441683-21-000039 · wf-form4_162033244090533.xml · nonDerivative · entry 3 Cross Eric Calvin · CIK 0001811936 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,754 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 25, 2021. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $99.23 to $100.13, inclusive. Read SEC document |
| May 06, 2021 Filed May 6, 2021 20:21 UTC | APPIAN CORP APPN · Entity 4256 | SaleClass A Common Stock | 150 | $98.82 | $14,823.00 |
DisclosureSEC source: 0001441683-21-000039 · wf-form4_162033244090533.xml · nonDerivative · entry 2 Cross Eric Calvin · CIK 0001811936 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,374 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 25, 2021. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.23 to $99.11, inclusive. The Reporting Person undertakes to provide to Appian Corporation, any security holder of Appian Corporation, 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 footnotes (3) - (5). Read SEC document |
| May 06, 2021 Filed May 6, 2021 20:21 UTC | APPIAN CORP APPN · Entity 4256 | Exercise / conversionClass A Common Stock | 7,524 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-21-000039 · wf-form4_162033244090533.xml · nonDerivative · entry 1 Cross Eric Calvin · CIK 0001811936 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,524 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 |
| May 04, 2021 Filed May 6, 2021 20:21 UTC | APPIAN CORP APPN · Entity 4256 | GrantRestricted Stock Unit · Derivative | 5,648 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-21-000039 · wf-form4_162033244090533.xml · derivative · entry 5 Cross Eric Calvin · CIK 0001811936 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,444 Underlying: Class A Common Stock · 5,648 shares Expires not disclosed F6 · derivative.exercise_price: Each 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). F7 · derivative.exercise_date: The RSUs will vest in four (4) equal annual installments commencing on the one-year anniversary of May 5, 2021, provided that the Reporting Person has provided continuous service to the Issuer through the vesting date. F7 · derivative.expiration_date: The RSUs will vest in four (4) equal annual installments commencing on the one-year anniversary of May 5, 2021, provided that the Reporting Person has provided continuous service to the Issuer through the vesting date. Read SEC document |
| June 04, 2020 Filed Feb 12, 2021 19:50 UTC | APPIAN CORP APPN · Entity 4256 | GrantRestricted Stock Unit · Derivative | 25,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-21-000009 · wf-form5_161315940448026.xml · derivative · entry 1 Cross Eric Calvin · CIK 0001811936 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,796 Underlying: Class A Common Stock · 25,796 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: 7,524 of the RSUs will vest on each of 5/5/2021, 5/5/2022 and 5/5/2023, and 3,224 of the RSUs will vest on 5/5/2024, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. F2 · derivative.expiration_date: 7,524 of the RSUs will vest on each of 5/5/2021, 5/5/2022 and 5/5/2023, and 3,224 of the RSUs will vest on 5/5/2024, provided that the Reporting Person has provided continuous service to the Issuer through each 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.