Reported relationships
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 August 08, 2017 · Filed August 11, 2017
Section 16 reporting ended · disclosed 2017-08-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | IndirectBy trust | 996,149 |
Reported balance
Holding disclosure · report date 2017-08-08 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 996,149 F1: 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. 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: On August 8, 2017, Brian Donahoo retired from his position on the Issuer's Board of Directors and as its President and Chief Executive Officer. Mr. Donahoo is filing this Form 4 for the sole purpose of confirming that he is no longer subject to Section 16 as an officer or director of the Issuer. F4: The shares of Class B Common Stock reported on the table above are held by the Brian R Donahoo 2015 Revocable Trust of which Mr. Donahoo is the trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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: On August 8, 2017, Brian Donahoo retired from his position on the Issuer's Board of Directors and as its President and Chief Executive Officer. Mr. Donahoo is filing this Form 4 for the sole purpose of confirming that he is no longer subject to Section 16 as an officer or director of the Issuer.
F4: The shares of Class B Common Stock reported on the table above are held by the Brian R Donahoo 2015 Revocable Trust of which Mr. Donahoo is the trustee.
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 |
|---|---|---|---|---|---|---|
| January 18, 2017 Filed Jan 20, 2017 22:15 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass B Common Stock | 50,000 | $22.25 | $1,112,500.00 |
DisclosureSEC source: 0001433195-17-000002 · wf-form4_148495054478578.xml · nonDerivative · entry 3 Donahoo Brian · CIK 0001643443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 996,149 F1 · security: 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 prior to June 30, 2015, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. F2 · security: 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 01, 2016 Filed Jan 20, 2017 22:15 UTC | APPFOLIO INC APPF · Entity 3638 | GiftClass B Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-17-000002 · wf-form4_148495054478578.xml · nonDerivative · entry 2 Donahoo Brian · CIK 0001643443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 1,046,149 F1 · security: 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 prior to June 30, 2015, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. F2 · security: 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 |
| August 25, 2016 Filed Jan 20, 2017 22:15 UTC | APPFOLIO INC APPF · Entity 3638 | GiftClass B Common Stock | 110,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-17-000002 · wf-form4_148495054478578.xml · nonDerivative · entry 1 Donahoo Brian · CIK 0001643443 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 1,096,149 F1 · security: 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 prior to June 30, 2015, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. F2 · security: 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.