organization · Reporting owner

Oberndorf Investments, LLC

Disclosed activity across 1 company

Tapewire entity: 178050
SEC CIK: 0001607557

Reported relationships

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 FOUNDATION

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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 API

Purchases/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	Disclosure SEC 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	Disclosure SEC 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.