Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPFOLIO INCAPPF · Entity 3638 | Director | June 27, 2019 | June 28, 2019 |
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 June 27, 2019 · Filed June 28, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 25,400 |
Reported balance
After 2019-06-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-06-27 · Grant · Acquired 997 · Balance 25,400 F1: The shares are granted pursuant to Issuer's 2015 Stock Incentive Plan and are subject to repurchase by the Issuer. The shares shall vest 100% on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares are granted pursuant to Issuer's 2015 Stock Incentive Plan and are subject to repurchase by the Issuer. The shares shall vest 100% on the first anniversary of the date of grant.
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 |
|---|---|---|---|---|---|---|
| June 27, 2019 Filed Jun 28, 2019 21:29 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 997 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-19-000054 · wf-form4_156175737724145.xml · nonDerivative · entry 1 Peters James R · CIK 0001367766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,400 F1 · security: The shares are granted pursuant to Issuer's 2015 Stock Incentive Plan and are subject to repurchase by the Issuer. The shares shall vest 100% on the first anniversary of the date of grant. Read SEC document |
| June 27, 2018 Filed Jun 29, 2018 00:03 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 1,638 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-18-000043 · wf-form4_153023056954005.xml · nonDerivative · entry 1 Peters James R · CIK 0001367766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,403 F1 · security: The shares are granted pursuant to Issuer's 2015 Stock Incentive Plan and are subject to repurchase by the Issuer. The shares shall vest 100% on the first anniversary of the date of grant. Read SEC document |
| June 27, 2017 Filed Jun 28, 2017 23:10 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 3,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-17-000039 · wf-form4_149869141016963.xml · nonDerivative · entry 1 Peters James R · CIK 0001367766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,765 F1 · security: The shares are granted pursuant to Issuer's 2015 Stock Incentive Plan and are subject to repurchase by the Issuer. The shares shall vest 100% on the first anniversary of the date of grant. 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.