organization · Reporting owner
IGSB IVP III, LLC
Disclosed activity across 1 company
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Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
APPFOLIO INC
Report date December 01, 2021 · Filed December 04, 2021
Section 16 reporting ended · disclosed 2021-12-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2021-12-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-12-01 · Other · Disposed 3,554,584 · Balance 0 F1: On December 1, 2021, three investment funds of IGSB IVP III, LLC ("IVP III") were dissolved , resulting in the termination of each of those investment funds and the distribution of an aggregate of 3,554,584 shares of AppFolio Class B Common Stock ("Class B Shares") held by those investment funds, pro-rata to the investors in those investment funds. No consideration was paid by any of those investors for the Class B Shares distributed to them. F2: Each Class B Share is convertible, at any time at the option of the holder, into one share of Appfolio Class A Common Stock ("Class A Shares"). In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one share-for-one share basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in AppFolio's Amended and Restated Certificate of Incorporation). F3: (Continued from Footnote 2) AppFolio's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one share-for-one share basis, on the date when the number of the Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A and Class B Shares. |
Filing footnotes · ownership attribution and instrument terms
F1: On December 1, 2021, three investment funds of IGSB IVP III, LLC ("IVP III") were dissolved , resulting in the termination of each of those investment funds and the distribution of an aggregate of 3,554,584 shares of AppFolio Class B Common Stock ("Class B Shares") held by those investment funds, pro-rata to the investors in those investment funds. No consideration was paid by any of those investors for the Class B Shares distributed to them.
F2: Each Class B Share is convertible, at any time at the option of the holder, into one share of Appfolio Class A Common Stock ("Class A Shares"). In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one share-for-one share basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in AppFolio's Amended and Restated Certificate of Incorporation).
F3: (Continued from Footnote 2) AppFolio's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one share-for-one share basis, on the date when the number of the Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A and Class B Shares.
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 |
|---|---|---|---|---|---|---|
| December 01, 2021 Filed Dec 4, 2021 01:51 UTC | APPFOLIO INC APPF · Entity 3638 | OtherClass B Common Stock · Derivative | 3,554,584 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-046862 · doc4.xml · derivative · entry 1 IGSB IVP III, LLC · CIK 0001645481 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 3,554,584 shares Expires not disclosed F1 · kind: On December 1, 2021, three investment funds of IGSB IVP III, LLC ("IVP III") were dissolved , resulting in the termination of each of those investment funds and the distribution of an aggregate of 3,554,584 shares of AppFolio Class B Common Stock ("Class B Shares") held by those investment funds, pro-rata to the investors in those investment funds. No consideration was paid by any of those investors for the Class B Shares distributed to them. F1 · shares: On December 1, 2021, three investment funds of IGSB IVP III, LLC ("IVP III") were dissolved , resulting in the termination of each of those investment funds and the distribution of an aggregate of 3,554,584 shares of AppFolio Class B Common Stock ("Class B Shares") held by those investment funds, pro-rata to the investors in those investment funds. No consideration was paid by any of those investors for the Class B Shares distributed to them. F2 · derivative.exercise_date: Each Class B Share is convertible, at any time at the option of the holder, into one share of Appfolio Class A Common Stock ("Class A Shares"). In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one share-for-one share basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in AppFolio's Amended and Restated Certificate of Incorporation). F3 · derivative.exercise_date: (Continued from Footnote 2) AppFolio's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one share-for-one share basis, on the date when the number of the Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A and Class B Shares. F2 · derivative.expiration_date: Each Class B Share is convertible, at any time at the option of the holder, into one share of Appfolio Class A Common Stock ("Class A Shares"). In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one share-for-one share basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in AppFolio's Amended and Restated Certificate of Incorporation). F3 · derivative.expiration_date: (Continued from Footnote 2) AppFolio's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one share-for-one share basis, on the date when the number of the Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A and Class B Shares. Read SEC document |
| July 01, 2020 Filed Jul 7, 2020 01:15 UTC | APPFOLIO INC APPF · Entity 3638 | OtherClass B Common Stock · Derivative | 300,691 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950123-20-006739 · doc4.xml · derivative · entry 1 IGSB IVP III, LLC · CIK 0001645481 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,554,584 Underlying: Class A Common Stock · 300,691 shares Expires not disclosed F1 · kind: On July 1, 2020, the investors in one of the investment funds of IGSB IVP III, LLC ("IVP III") approved the termination of that investment fund and the distribution of all 300,691 shares of AppFolio Class B Common Stock ("Class B Shares") held by that fund, pro-rata to the investors in that fund. No consideration was paid by any of those investors for the respective Class B Shares distributed to them. F1 · shares: On July 1, 2020, the investors in one of the investment funds of IGSB IVP III, LLC ("IVP III") approved the termination of that investment fund and the distribution of all 300,691 shares of AppFolio Class B Common Stock ("Class B Shares") held by that fund, pro-rata to the investors in that fund. No consideration was paid by any of those investors for the respective Class B Shares distributed to them. F2 · derivative.exercise_date: Each Class B Share is convertible, at any time at the option of the holder, into one Class A Share. In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one share-for-one share basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in AppFolio's Amended and Restated Certificate of Incorporation). F3 · derivative.exercise_date: (Continued from footnote 2) AppFolio's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one share-for-one share basis, on the date when the number of the Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A and Class B Shares. F2 · derivative.expiration_date: Each Class B Share is convertible, at any time at the option of the holder, into one Class A Share. In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one share-for-one share basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in AppFolio's Amended and Restated Certificate of Incorporation). F3 · derivative.expiration_date: (Continued from footnote 2) AppFolio's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one share-for-one share basis, on the date when the number of the Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A and Class B Shares. Read SEC document |
| October 17, 2017 Filed Oct 19, 2017 23:25 UTC | APPFOLIO INC APPF · Entity 3638 | OtherClass A Common Stock | 13,072 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-024526 · doc4.xml · nonDerivative · entry 1 IGSB IVP III, LLC · CIK 0001645481 · 10% owner Investment Group of Santa Barbara, LLC · CIK 0001645662 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,072 F1 · kind: Pro rata distribution of shares of Class A Common Stock (the "Class A Shares") from two limited partnerships of which, in each case, the reporting person is a limited partner. F1 · price: Pro rata distribution of shares of Class A Common Stock (the "Class A Shares") from two limited partnerships of which, in each case, the reporting person is a limited partner. F2 · ownership.direct: The Reporting Person is a private investment fund managed by Investment Group of Santa Barbara LLC ("IGSB"). 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.