organization · Reporting owner
OBERNDORF FOUNDATION
Disclosed activity across 1 company
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Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPFOLIO INCAPPF · Entity 3638 | 10% owner | March 03, 2017 | March 07, 2017 |
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 March 03, 2017 · Filed March 07, 2017
Jointly reported with OBERNDORF WILLIAM E, Oberndorf Investments, LLC
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | IndirectSee Footnote | 185,269 |
Reported balance
After 2017-03-03 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2017-03-03 · Sale · Disposed 500,000 · Balance 185,269 F1: These shares are owned directly by the Bill & Susan Oberndorf Foundation, a California corporation ("Oberndorf Foundation"), and were received in a bona fide gift transaction. These shares may be deemed to be indirectly beneficially owned by William E. Oberndorf ("WEO") as a controlling person of Oberndorf Foundation. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. |
| Class A common stockSEC Table I · non-derivative | IndirectSee Footnote | 631,086 |
Reported balance
After 2017-03-07 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2017-03-07 · Other · Disposed 2,000 · Balance 631,086 F2: March 7, 2017 distribution by Oberndorf Investments LLC, a Delaware limited liability company ("OBI"), of 2,000 shares to a member. F3: These shares are owned directly by OBI and may be deemed to be indirectly beneficially owned by WEO as the sole controlling person of OBI. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. |
| Class A common stockSEC Table I · non-derivative | IndirectSee Footnote | 4,100 |
Reported balance
Holding disclosure · report date 2017-03-03 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 4,100 F5: These shares are directly owned by WEO's child, Peter C. Oberndorf, and may be deemed to be indirectly beneficially owned by WEO. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. |
| Class A common stockSEC Table I · non-derivative | IndirectSee Footnote | 45,900 |
Reported balance
Holding disclosure · report date 2017-03-03 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 45,900 F6: These shares are owned directly by the Peter Oberndorf Irrevocable Trust, dated 6/30/89 ("PCO Trust"), and may be deemed to be indirectly beneficially owned by WEO in his capacity as trustee for the PCO Trust. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. |
| Class A common stockSEC Table I · non-derivative | IndirectSee Footnote | 330 |
Reported balance
Holding disclosure · report date 2017-03-03 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 330 F7: These shares are directly owned by WEO's aunt, Caroline G. Oberndorf, and may be deemed to be indirectly beneficially owned by WEO in his capacity as an authorized signatory for the account of Caroline G. Oberndorf. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. |
| Class A common stockSEC Table I · non-derivative | IndirectSee Footnote | 13,112 |
Reported balance
Holding disclosure · report date 2017-03-03 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 13,112 F8: These shares are owned directly by the William E. Oberndorf Irrevocable Trust, dated 6/30/89 ("Oberndorf Irrevocable Trust"), and may be deemed to be indirectly beneficially owned by WEO in his capacity as trustee for the Oberndorf Irrevocable Trust. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. |
| Class A common stockSEC Table I · non-derivative | Direct | 506,171 |
Reported balance
Holding disclosure · report date 2017-03-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 506,171 F4: These shares are held in the self-directed Individual Retirement Account of WEO. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are owned directly by the Bill & Susan Oberndorf Foundation, a California corporation ("Oberndorf Foundation"), and were received in a bona fide gift transaction. These shares may be deemed to be indirectly beneficially owned by William E. Oberndorf ("WEO") as a controlling person of Oberndorf Foundation. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.
F2: March 7, 2017 distribution by Oberndorf Investments LLC, a Delaware limited liability company ("OBI"), of 2,000 shares to a member.
F3: These shares are owned directly by OBI and may be deemed to be indirectly beneficially owned by WEO as the sole controlling person of OBI. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.
F4: These shares are held in the self-directed Individual Retirement Account of WEO.
F5: These shares are directly owned by WEO's child, Peter C. Oberndorf, and may be deemed to be indirectly beneficially owned by WEO. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.
F6: These shares are owned directly by the Peter Oberndorf Irrevocable Trust, dated 6/30/89 ("PCO Trust"), and may be deemed to be indirectly beneficially owned by WEO in his capacity as trustee for the PCO Trust. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.
F7: These shares are directly owned by WEO's aunt, Caroline G. Oberndorf, and may be deemed to be indirectly beneficially owned by WEO in his capacity as an authorized signatory for the account of Caroline G. Oberndorf. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.
F8: These shares are owned directly by the William E. Oberndorf Irrevocable Trust, dated 6/30/89 ("Oberndorf Irrevocable Trust"), and may be deemed to be indirectly beneficially owned by WEO in his capacity as trustee for the Oberndorf Irrevocable Trust. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| March 07, 2017 Filed Mar 7, 2017 23:01 UTC | APPFOLIO INC APPF · Entity 3638 | OtherClass A common stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-006716 · doc4.xml · nonDerivative · entry 2 OBERNDORF WILLIAM E · CIK 0001218663 · 10% owner OBERNDORF FOUNDATION · CIK 0001252468 · 10% owner Oberndorf Investments, LLC · CIK 0001607557 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 631,086 F2 · kind: March 7, 2017 distribution by Oberndorf Investments LLC, a Delaware limited liability company ("OBI"), of 2,000 shares to a member. F2 · price: March 7, 2017 distribution by Oberndorf Investments LLC, a Delaware limited liability company ("OBI"), of 2,000 shares to a member. F3 · ownership.nature: These shares are owned directly by OBI and may be deemed to be indirectly beneficially owned by WEO as the sole controlling person of OBI. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 23:01 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A common stock | 500,000 | $23.25 | $11,625,000.00 |
DisclosureSEC source: 0000899243-17-006716 · doc4.xml · nonDerivative · entry 1 OBERNDORF WILLIAM E · CIK 0001218663 · 10% owner OBERNDORF FOUNDATION · CIK 0001252468 · 10% owner Oberndorf Investments, LLC · CIK 0001607557 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 185,269 F1 · shares: These shares are owned directly by the Bill & Susan Oberndorf Foundation, a California corporation ("Oberndorf Foundation"), and were received in a bona fide gift transaction. These shares may be deemed to be indirectly beneficially owned by William E. Oberndorf ("WEO") as a controlling person of Oberndorf Foundation. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. F1 · ownership.nature: These shares are owned directly by the Bill & Susan Oberndorf Foundation, a California corporation ("Oberndorf Foundation"), and were received in a bona fide gift transaction. These shares may be deemed to be indirectly beneficially owned by William E. Oberndorf ("WEO") as a controlling person of Oberndorf Foundation. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. 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.