Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPFOLIO INCAPPF · Entity 3638 | 10% owner | August 20, 2026 | August 24, 2026 |
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 August 20, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 9,646 |
Reported balance
After 2026-08-20 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-20 · Sale · Disposed 178 · Balance 9,646 F1: Sales made pursuant to a 10b5-1 trading plan previously adopted by the Reporting Person on March 13, 2026. F2: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $214.75 to $215.61, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 9,448 |
Reported balance
After 2026-08-20 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-08-20 · Sale · Disposed 198 · Balance 9,448 F1: Sales made pursuant to a 10b5-1 trading plan previously adopted by the Reporting Person on March 13, 2026. F3: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $216.01 to $216.94, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 8,996 |
Reported balance
After 2026-08-20 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-08-20 · Sale · Disposed 452 · Balance 8,996 F1: Sales made pursuant to a 10b5-1 trading plan previously adopted by the Reporting Person on March 13, 2026. F4: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $217.03 to $218.02, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 8,445 |
Reported balance
After 2026-08-20 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-08-20 · Sale · Disposed 551 · Balance 8,445 F1: Sales made pursuant to a 10b5-1 trading plan previously adopted by the Reporting Person on March 13, 2026. F5: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $218.03 to $218.99, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 8,246 |
Reported balance
After 2026-08-20 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2026-08-20 · Sale · Disposed 199 · Balance 8,246 F1: Sales made pursuant to a 10b5-1 trading plan previously adopted by the Reporting Person on March 13, 2026. F6: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $219.03 to $220.02, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 8,224 |
Reported balance
After 2026-08-20 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2026-08-20 · Sale · Disposed 22 · Balance 8,224 F1: Sales made pursuant to a 10b5-1 trading plan previously adopted by the Reporting Person on March 13, 2026. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 8,216 |
Reported balance
After 2026-08-21 transaction · row 13
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 13 · 2026-08-21 · Sale · Disposed 8 · Balance 8,216 F1: Sales made pursuant to a 10b5-1 trading plan previously adopted by the Reporting Person on March 13, 2026. F8: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $214.36 to $214.95, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 8,199 |
Reported balance
After 2026-08-21 transaction · row 14
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 14 · 2026-08-21 · Sale · Disposed 17 · Balance 8,199 F1: Sales made pursuant to a 10b5-1 trading plan previously adopted by the Reporting Person on March 13, 2026. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 8,191 |
Reported balance
After 2026-08-21 transaction · row 15
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 15 · 2026-08-21 · Sale · Disposed 8 · Balance 8,191 F1: Sales made pursuant to a 10b5-1 trading plan previously adopted by the Reporting Person on March 13, 2026. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 8,156 |
Reported balance
After 2026-08-21 transaction · row 16
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 16 · 2026-08-21 · Sale · Disposed 35 · Balance 8,156 F1: Sales made pursuant to a 10b5-1 trading plan previously adopted by the Reporting Person on March 13, 2026. F9: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $220.96 to $221.895, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 8,062 |
Reported balance
After 2026-08-21 transaction · row 17
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 17 · 2026-08-21 · Sale · Disposed 94 · Balance 8,062 F1: Sales made pursuant to a 10b5-1 trading plan previously adopted by the Reporting Person on March 13, 2026. F10: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $222.09 to $223.08, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 8,000 |
Reported balance
After 2026-08-21 transaction · row 18
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 18 · 2026-08-21 · Sale · Disposed 62 · Balance 8,000 F1: Sales made pursuant to a 10b5-1 trading plan previously adopted by the Reporting Person on March 13, 2026. F11: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $223.59 to $224.40, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Pension Trust | 31,500 |
Last balance in matching sequence
After 2026-08-21 transaction · row 24
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
12 source rowsRow 7 · 2026-08-20 · Sale · Disposed 622 · Balance 38,910 F1: Sales made pursuant to a 10b5-1 trading plan previously adopted by the Reporting Person on March 13, 2026. F2: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $214.75 to $215.61, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F7: These shares of Class A Common Stock ("Class A Shares") are held by a pension trust of which the Reporting Person is the sole trustee and who, in that capacity, possesses sole voting and sole dispositive power over these Class A Shares. However, the Reporting Person does not possess any pecuniary interest in these Class A Shares. Row 8 · 2026-08-20 · Sale · Disposed 702 · Balance 38,208 F1: Sales made pursuant to a 10b5-1 trading plan previously adopted by the Reporting Person on March 13, 2026. F3: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $216.01 to $216.94, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F7: These shares of Class A Common Stock ("Class A Shares") are held by a pension trust of which the Reporting Person is the sole trustee and who, in that capacity, possesses sole voting and sole dispositive power over these Class A Shares. However, the Reporting Person does not possess any pecuniary interest in these Class A Shares. Row 9 · 2026-08-20 · Sale · Disposed 1,550 · Balance 36,658 F1: Sales made pursuant to a 10b5-1 trading plan previously adopted by the Reporting Person on March 13, 2026. F4: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $217.03 to $218.02, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F7: These shares of Class A Common Stock ("Class A Shares") are held by a pension trust of which the Reporting Person is the sole trustee and who, in that capacity, possesses sole voting and sole dispositive power over these Class A Shares. However, the Reporting Person does not possess any pecuniary interest in these Class A Shares. Row 10 · 2026-08-20 · Sale · Disposed 1,947 · Balance 34,711 F1: Sales made pursuant to a 10b5-1 trading plan previously adopted by the Reporting Person on March 13, 2026. F5: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $218.03 to $218.99, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F7: These shares of Class A Common Stock ("Class A Shares") are held by a pension trust of which the Reporting Person is the sole trustee and who, in that capacity, possesses sole voting and sole dispositive power over these Class A Shares. However, the Reporting Person does not possess any pecuniary interest in these Class A Shares. Row 11 · 2026-08-20 · Sale · Disposed 701 · Balance 34,010 F1: Sales made pursuant to a 10b5-1 trading plan previously adopted by the Reporting Person on March 13, 2026. F6: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $219.03 to $220.02, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F7: These shares of Class A Common Stock ("Class A Shares") are held by a pension trust of which the Reporting Person is the sole trustee and who, in that capacity, possesses sole voting and sole dispositive power over these Class A Shares. However, the Reporting Person does not possess any pecuniary interest in these Class A Shares. Row 12 · 2026-08-20 · Sale · Disposed 78 · Balance 33,932 F1: Sales made pursuant to a 10b5-1 trading plan previously adopted by the Reporting Person on March 13, 2026. F7: These shares of Class A Common Stock ("Class A Shares") are held by a pension trust of which the Reporting Person is the sole trustee and who, in that capacity, possesses sole voting and sole dispositive power over these Class A Shares. However, the Reporting Person does not possess any pecuniary interest in these Class A Shares. Row 19 · 2026-08-21 · Sale · Disposed 92 · Balance 33,840 F1: Sales made pursuant to a 10b5-1 trading plan previously adopted by the Reporting Person on March 13, 2026. F8: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $214.36 to $214.95, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F7: These shares of Class A Common Stock ("Class A Shares") are held by a pension trust of which the Reporting Person is the sole trustee and who, in that capacity, possesses sole voting and sole dispositive power over these Class A Shares. However, the Reporting Person does not possess any pecuniary interest in these Class A Shares. Row 20 · 2026-08-21 · Sale · Disposed 183 · Balance 33,657 F1: Sales made pursuant to a 10b5-1 trading plan previously adopted by the Reporting Person on March 13, 2026. F7: These shares of Class A Common Stock ("Class A Shares") are held by a pension trust of which the Reporting Person is the sole trustee and who, in that capacity, possesses sole voting and sole dispositive power over these Class A Shares. However, the Reporting Person does not possess any pecuniary interest in these Class A Shares. Row 21 · 2026-08-21 · Sale · Disposed 92 · Balance 33,565 F1: Sales made pursuant to a 10b5-1 trading plan previously adopted by the Reporting Person on March 13, 2026. F7: These shares of Class A Common Stock ("Class A Shares") are held by a pension trust of which the Reporting Person is the sole trustee and who, in that capacity, possesses sole voting and sole dispositive power over these Class A Shares. However, the Reporting Person does not possess any pecuniary interest in these Class A Shares. Row 22 · 2026-08-21 · Sale · Disposed 365 · Balance 33,200 F1: Sales made pursuant to a 10b5-1 trading plan previously adopted by the Reporting Person on March 13, 2026. F9: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $220.96 to $221.895, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F7: These shares of Class A Common Stock ("Class A Shares") are held by a pension trust of which the Reporting Person is the sole trustee and who, in that capacity, possesses sole voting and sole dispositive power over these Class A Shares. However, the Reporting Person does not possess any pecuniary interest in these Class A Shares. Row 23 · 2026-08-21 · Sale · Disposed 1,006 · Balance 32,194 F1: Sales made pursuant to a 10b5-1 trading plan previously adopted by the Reporting Person on March 13, 2026. F10: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $222.09 to $223.08, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F7: These shares of Class A Common Stock ("Class A Shares") are held by a pension trust of which the Reporting Person is the sole trustee and who, in that capacity, possesses sole voting and sole dispositive power over these Class A Shares. However, the Reporting Person does not possess any pecuniary interest in these Class A Shares. Row 24 · 2026-08-21 · Sale · Disposed 694 · Balance 31,500 F1: Sales made pursuant to a 10b5-1 trading plan previously adopted by the Reporting Person on March 13, 2026. F11: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $223.59 to $224.40, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F7: These shares of Class A Common Stock ("Class A Shares") are held by a pension trust of which the Reporting Person is the sole trustee and who, in that capacity, possesses sole voting and sole dispositive power over these Class A Shares. However, the Reporting Person does not possess any pecuniary interest in these Class A Shares. |
| Class A Common StockSEC Table I · non-derivative | Direct | 31,005 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 25
Holding and transaction disclosures are not merged.
1 source rowRow 25 · Balance 31,005 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy IGSB Cardinal I, LLC | 26,667 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 26
Holding and transaction disclosures are not merged.
1 source rowRow 26 · Balance 26,667 F12: These Class A Shares are owned by IGSB Cardinal I, LLC, a limited liability company, of which the Reporting Person is the managing member. In that capacity, the Reporting Person possesses sole voting and dispositive power over these Class A Shares. However, the Reporting Person disclaims beneficial ownership in these Class A Shares, except to the extent of any pecuniary interest he may have therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy IGSB Gaucho Fund I, LLC | 142,857 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 27
Holding and transaction disclosures are not merged.
1 source rowRow 27 · Balance 142,857 F13: These Class A Shares are owned by IGSB Gaucho Fund I, LLC, a limited liability company, of which the Reporting Person is the managing member. In that capacity, the Reporting Person possesses sole voting and dispositive power over these Class A Shares. However, the Reporting Person disclaims beneficial ownership in these Class A Shares, except to the extent of any pecuniary interest he may have therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy IGSB Cardinal Core BV, LLC | 9,805 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 28
Holding and transaction disclosures are not merged.
1 source rowRow 28 · Balance 9,805 F14: These Class A Shares are owned by IGSB Cardinal Core BV, LLC, a limited liability company, of which the Reporting Person is the managing member. In that capacity, the Reporting Person possesses sole voting and dispositive power over these Class A Shares, but he disclaims beneficial ownership in these Class A Shares, except to the extent of any pecuniary interest he may have therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Charitable Remainder Trust | 7,022 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 29
Holding and transaction disclosures are not merged.
1 source rowRow 29 · Balance 7,022 F15: These Class A Shares are held by a trust of which the Reporting Person is a co-trustee and, in that capacity, he may be deemed to share voting and dispositive power over these Class A Shares with the other trustee. However, the Reporting Person does not have a pecuniary interest in, and he disclaims beneficial ownership of, these Class A Shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Sales made pursuant to a 10b5-1 trading plan previously adopted by the Reporting Person on March 13, 2026.
F2: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $214.75 to $215.61, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F3: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $216.01 to $216.94, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F4: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $217.03 to $218.02, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F5: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $218.03 to $218.99, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F6: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $219.03 to $220.02, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F7: These shares of Class A Common Stock ("Class A Shares") are held by a pension trust of which the Reporting Person is the sole trustee and who, in that capacity, possesses sole voting and sole dispositive power over these Class A Shares. However, the Reporting Person does not possess any pecuniary interest in these Class A Shares.
F8: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $214.36 to $214.95, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F9: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $220.96 to $221.895, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F10: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $222.09 to $223.08, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F11: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $223.59 to $224.40, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F12: These Class A Shares are owned by IGSB Cardinal I, LLC, a limited liability company, of which the Reporting Person is the managing member. In that capacity, the Reporting Person possesses sole voting and dispositive power over these Class A Shares. However, the Reporting Person disclaims beneficial ownership in these Class A Shares, except to the extent of any pecuniary interest he may have therein.
F13: These Class A Shares are owned by IGSB Gaucho Fund I, LLC, a limited liability company, of which the Reporting Person is the managing member. In that capacity, the Reporting Person possesses sole voting and dispositive power over these Class A Shares. However, the Reporting Person disclaims beneficial ownership in these Class A Shares, except to the extent of any pecuniary interest he may have therein.
F14: These Class A Shares are owned by IGSB Cardinal Core BV, LLC, a limited liability company, of which the Reporting Person is the managing member. In that capacity, the Reporting Person possesses sole voting and dispositive power over these Class A Shares, but he disclaims beneficial ownership in these Class A Shares, except to the extent of any pecuniary interest he may have therein.
F15: These Class A Shares are held by a trust of which the Reporting Person is a co-trustee and, in that capacity, he may be deemed to share voting and dispositive power over these Class A Shares with the other trustee. However, the Reporting Person does not have a pecuniary interest in, and he disclaims beneficial ownership of, these Class A 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 |
|---|---|---|---|---|---|---|
| June 25, 2024 Filed Jun 28, 2024 00:41 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 301 | $236.81 | $71,279.81 |
DisclosureSEC source: 0001415889-24-018388 · form4-06282024_120637.xml · nonDerivative · entry 5 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 35,704 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F6 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $236.17 to $237.06, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 25, 2024 Filed Jun 28, 2024 00:41 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 799 | $235.73 | $188,348.27 |
DisclosureSEC source: 0001415889-24-018388 · form4-06282024_120637.xml · nonDerivative · entry 4 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 36,005 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F5 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $235.15 to $236.14, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 25, 2024 Filed Jun 28, 2024 00:41 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 500 | $234.49 | $117,245.00 |
DisclosureSEC source: 0001415889-24-018388 · form4-06282024_120637.xml · nonDerivative · entry 3 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 36,804 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F4 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $234.15 to $235.10, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 25, 2024 Filed Jun 28, 2024 00:41 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 500 | $233.46 | $116,730.00 |
DisclosureSEC source: 0001415889-24-018388 · form4-06282024_120637.xml · nonDerivative · entry 2 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 37,304 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F3 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $233.08 to $233.78, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 25, 2024 Filed Jun 28, 2024 00:41 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 100 | $230.72 | $23,072.00 |
DisclosureSEC source: 0001415889-24-018388 · form4-06282024_120637.xml · nonDerivative · entry 1 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 37,804 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F2 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $230.72 to $230.73, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 24, 2024 Filed Jun 24, 2024 22:53 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 834 | $231.91 | $193,412.94 |
DisclosureSEC source: 0001415889-24-018067 · form4-06242024_100619.xml · nonDerivative · entry 16 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 37,904 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F17 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $231.48 to $232.35, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 24, 2024 Filed Jun 24, 2024 22:53 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,307 | $230.92 | $301,812.44 |
DisclosureSEC source: 0001415889-24-018067 · form4-06242024_100619.xml · nonDerivative · entry 15 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 38,738 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F16 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $230.45 to $231.40, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 24, 2024 Filed Jun 24, 2024 22:53 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 600 | $229.64 | $137,784.00 |
DisclosureSEC source: 0001415889-24-018067 · form4-06242024_100619.xml · nonDerivative · entry 14 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 40,045 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F15 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $229.05 to $229.92, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 21, 2024 Filed Jun 24, 2024 22:53 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 200 | $238.51 | $47,702.00 |
DisclosureSEC source: 0001415889-24-018067 · form4-06242024_100619.xml · nonDerivative · entry 13 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 40,645 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F14 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $238.18 to $238.78, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 21, 2024 Filed Jun 24, 2024 22:53 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 500 | $237.19 | $118,595.00 |
DisclosureSEC source: 0001415889-24-018067 · form4-06242024_100619.xml · nonDerivative · entry 12 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 40,845 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F13 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $237.05 to $237.32, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 21, 2024 Filed Jun 24, 2024 22:53 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 600 | $235.44 | $141,264.00 |
DisclosureSEC source: 0001415889-24-018067 · form4-06242024_100619.xml · nonDerivative · entry 11 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 41,345 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F12 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $235.15 to $235.95, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 21, 2024 Filed Jun 24, 2024 22:53 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 100 | $233.77 | $23,377.00 |
DisclosureSEC source: 0001415889-24-018067 · form4-06242024_100619.xml · nonDerivative · entry 10 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 41,945 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F11 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $233.74 to $233.86, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 21, 2024 Filed Jun 24, 2024 22:53 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 500 | $232.95 | $116,475.00 |
DisclosureSEC source: 0001415889-24-018067 · form4-06242024_100619.xml · nonDerivative · entry 9 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 42,045 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F10 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $232.67 to $233.31, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 21, 2024 Filed Jun 24, 2024 22:53 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,500 | $232.02 | $348,030.00 |
DisclosureSEC source: 0001415889-24-018067 · form4-06242024_100619.xml · nonDerivative · entry 8 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 42,545 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F9 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $231.64 to $232.62, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 21, 2024 Filed Jun 24, 2024 22:53 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 300 | $231.16 | $69,348.00 |
DisclosureSEC source: 0001415889-24-018067 · form4-06242024_100619.xml · nonDerivative · entry 7 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 44,045 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F8 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $230.61 to $231.59, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 21, 2024 Filed Jun 24, 2024 22:53 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,102 | $229.98 | $253,437.96 |
DisclosureSEC source: 0001415889-24-018067 · form4-06242024_100619.xml · nonDerivative · entry 6 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 44,345 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F7 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $229.60 to $230.43, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 22:53 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 200 | $232.31 | $46,462.00 |
DisclosureSEC source: 0001415889-24-018067 · form4-06242024_100619.xml · nonDerivative · entry 5 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 45,447 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F6 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $232.27 to $232.40, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 22:53 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,091 | $231.66 | $252,741.06 |
DisclosureSEC source: 0001415889-24-018067 · form4-06242024_100619.xml · nonDerivative · entry 4 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 45,647 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F5 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $231.21 to $232.11, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 22:53 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,212 | $230.50 | $279,366.00 |
DisclosureSEC source: 0001415889-24-018067 · form4-06242024_100619.xml · nonDerivative · entry 3 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 46,738 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F4 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $230.21 to $231.13, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 22:53 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,000 | $229.59 | $229,590.00 |
DisclosureSEC source: 0001415889-24-018067 · form4-06242024_100619.xml · nonDerivative · entry 2 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 47,950 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F3 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $229.13 to $230.03, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 22:53 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 700 | $228.54 | $159,978.00 |
DisclosureSEC source: 0001415889-24-018067 · form4-06242024_100619.xml · nonDerivative · entry 1 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 48,950 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F2 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $228.01 to $228.96, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 18, 2024 Filed Jun 19, 2024 01:02 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 100 | $233.75 | $23,375.00 |
DisclosureSEC source: 0001415889-24-017527 · form4-06192024_010618.xml · nonDerivative · entry 14 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 49,650 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. Read SEC document |
| June 18, 2024 Filed Jun 19, 2024 01:02 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 700 | $233.00 | $163,100.00 |
DisclosureSEC source: 0001415889-24-017527 · form4-06192024_010618.xml · nonDerivative · entry 13 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 49,750 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F12 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $232.57 to $233.54, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 18, 2024 Filed Jun 19, 2024 01:02 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,450 | $232.06 | $336,487.00 |
DisclosureSEC source: 0001415889-24-017527 · form4-06192024_010618.xml · nonDerivative · entry 12 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 50,450 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F11 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $231.55 to $232.43, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 18, 2024 Filed Jun 19, 2024 01:02 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 400 | $230.61 | $92,244.00 |
DisclosureSEC source: 0001415889-24-017527 · form4-06192024_010618.xml · nonDerivative · entry 11 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 51,900 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F10 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $230.31 to $231.29, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 18, 2024 Filed Jun 19, 2024 01:02 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 10 | $228.00 | $2,280.00 |
DisclosureSEC source: 0001415889-24-017527 · form4-06192024_010618.xml · nonDerivative · entry 10 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 52,300 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. Read SEC document |
| June 18, 2024 Filed Jun 19, 2024 01:02 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 90 | $226.87 | $20,418.30 |
DisclosureSEC source: 0001415889-24-017527 · form4-06192024_010618.xml · nonDerivative · entry 9 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 52,310 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F9 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $226.87 to $226.88, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 17, 2024 Filed Jun 19, 2024 01:02 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,200 | $231.10 | $277,320.00 |
DisclosureSEC source: 0001415889-24-017527 · form4-06192024_010618.xml · nonDerivative · entry 8 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 52,400 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F8 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $230.68 to $231.59, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 17, 2024 Filed Jun 19, 2024 01:02 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 500 | $229.88 | $114,940.00 |
DisclosureSEC source: 0001415889-24-017527 · form4-06192024_010618.xml · nonDerivative · entry 7 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 53,600 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F7 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $229.50 to $230.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 17, 2024 Filed Jun 19, 2024 01:02 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 200 | $228.15 | $45,630.00 |
DisclosureSEC source: 0001415889-24-017527 · form4-06192024_010618.xml · nonDerivative · entry 6 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 54,100 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F6 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $228.05 to $228.24, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 17, 2024 Filed Jun 19, 2024 01:02 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 700 | $227.44 | $159,208.00 |
DisclosureSEC source: 0001415889-24-017527 · form4-06192024_010618.xml · nonDerivative · entry 5 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 54,300 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F5 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $226.80 to $227.68, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 14, 2024 Filed Jun 19, 2024 01:02 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 100 | $232.39 | $23,239.00 |
DisclosureSEC source: 0001415889-24-017527 · form4-06192024_010618.xml · nonDerivative · entry 4 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 55,000 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. Read SEC document |
| June 14, 2024 Filed Jun 19, 2024 01:02 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 900 | $231.72 | $208,548.00 |
DisclosureSEC source: 0001415889-24-017527 · form4-06192024_010618.xml · nonDerivative · entry 3 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 55,100 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F4 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $231.29 to $232.18, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 14, 2024 Filed Jun 19, 2024 01:02 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,000 | $230.83 | $230,830.00 |
DisclosureSEC source: 0001415889-24-017527 · form4-06192024_010618.xml · nonDerivative · entry 2 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 56,000 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F3 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $230.24 to $231.19, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 14, 2024 Filed Jun 19, 2024 01:02 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 100 | $229.09 | $22,909.00 |
DisclosureSEC source: 0001415889-24-017527 · form4-06192024_010618.xml · nonDerivative · entry 1 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By Family Trust Disclosed balance after: 57,000 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on March 15, 2024. F2 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $229.02 to $229.20, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 25, 2024 Filed Mar 28, 2024 00:09 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 57,100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-009274 · form4-03282024_120302.xml · derivative · entry 7 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 150,024 Underlying: Class A Common Stock · 57,100 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The Reporting Person acquired these 57,100 shares of Class A Common Stock ("Class A Shares") by converting a like number of shares of Class B Common Stock ("Class B Shares") that were owned by the Reporting Person. F6 · 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). F7 · derivative.exercise_date: (Continued from Footnote 6) 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 Shares and Class B Shares. F6 · 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). F7 · derivative.expiration_date: (Continued from Footnote 6) 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 Shares and Class B Shares. Read SEC document |
| March 25, 2024 Filed Mar 28, 2024 00:09 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 57,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-009274 · form4-03282024_120302.xml · nonDerivative · entry 1 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 57,100 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The Reporting Person acquired these 57,100 shares of Class A Common Stock ("Class A Shares") by converting a like number of shares of Class B Common Stock ("Class B Shares") that were owned by the Reporting Person. Read SEC document |
| May 01, 2023 Filed May 4, 2023 01:07 UTC | APPFOLIO INC APPF · Entity 3638 | OtherClass B Common Stock · Derivative | 142,858 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-027201 · doc4.xml · derivative · entry 7 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By IGSB Gaucho Fund I, LLC Disclosed balance after: 142,858 Underlying: Class A Common Stock · 142,858 shares Expires not disclosed F6 · kind: 142,858 shares of Class B Common Stock ("Class B Shares") were acquired by IGSB Gaucho LLC in connection with the transfer of these Class B Shares from various IRA accounts held by the Reporting Person. F7 · 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). F8 · derivative.exercise_date: (Continued from Footnote 7) 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 Shares and Class B Shares. F7 · 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). F8 · derivative.expiration_date: (Continued from Footnote 7) 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 Shares and Class B Shares. F9 · ownership.nature: The Reporting Person is one of the managing members of IGSB Gaucho LLC and may be deemed to have shared voting and dispositive power with the other managing members over these Class B Shares. However, the Reporting Person disclaims beneficial ownership in these Class B Shares, except to the extent of any pecuniary interest he may have therein. Read SEC document |
| May 01, 2023 Filed May 4, 2023 01:07 UTC | APPFOLIO INC APPF · Entity 3638 | OtherClass B Common Stock · Derivative | 142,858 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-027201 · doc4.xml · derivative · entry 6 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,597,416 Underlying: Class A Common Stock · 142,858 shares Expires not disclosed F6 · kind: 142,858 shares of Class B Common Stock ("Class B Shares") were acquired by IGSB Gaucho LLC in connection with the transfer of these Class B Shares from various IRA accounts held by the Reporting Person. F7 · 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). F8 · derivative.exercise_date: (Continued from Footnote 7) 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 Shares and Class B Shares. F7 · 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). F8 · derivative.expiration_date: (Continued from Footnote 7) 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 Shares and Class B Shares. Read SEC document |
| May 01, 2023 Filed May 4, 2023 01:07 UTC | APPFOLIO INC APPF · Entity 3638 | OtherClass A Common Stock | 142,857 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-027201 · doc4.xml · nonDerivative · entry 1 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By IGSB Gaucho Fund I, LLC Disclosed balance after: 142,857 F1 · kind: 142,857 shares of Class A Common Stock ("Class A Shares") were acquired by IGSB Gaucho Fund I, LLC ("IGSB Gaucho LLC") in connection with the transfer of these Class A Shares from other members of IGSB Gaucho LLC. F2 · ownership.nature: The Reporting Person is one of the managing members of IGSB Gaucho LLC and may be deemed to have shared voting and dispositive power with the other managing members over these Class A Shares. However, the Reporting Person disclaims beneficial ownership in these Class A Shares, except to the extent of any pecuniary interest he may have therein. Read SEC document |
| March 08, 2023 Filed Mar 11, 2023 01:16 UTC | APPFOLIO INC APPF · Entity 3638 | OtherClass A Common Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-018028 · doc4.xml · nonDerivative · entry 1 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Pension Trust Disclosed balance after: 44,037 F1 · kind: These shares of Class A Common Stock ("Class A Shares") are held by a pension trust of which the Reporting Person is the sole trustee and who, in that capacity, possesses sole voting and sole dispositive power over these Class A Shares. However, the Reporting Person does not possess any pecuniary interest in these Class A Shares. On March 8, 2023, 150,000 of these Class A Shares were transferred for no consideration from the pension trust to an Individual Retirement Account of a third-party, which had the effect of reducing the number of Class A Shares owned by the pension trust, and over which the Reporting Person possesses beneficial ownership, to 44,037 Class A Shares. F1 · price: These shares of Class A Common Stock ("Class A Shares") are held by a pension trust of which the Reporting Person is the sole trustee and who, in that capacity, possesses sole voting and sole dispositive power over these Class A Shares. However, the Reporting Person does not possess any pecuniary interest in these Class A Shares. On March 8, 2023, 150,000 of these Class A Shares were transferred for no consideration from the pension trust to an Individual Retirement Account of a third-party, which had the effect of reducing the number of Class A Shares owned by the pension trust, and over which the Reporting Person possesses beneficial ownership, to 44,037 Class A Shares. F1 · ownership.nature: These shares of Class A Common Stock ("Class A Shares") are held by a pension trust of which the Reporting Person is the sole trustee and who, in that capacity, possesses sole voting and sole dispositive power over these Class A Shares. However, the Reporting Person does not possess any pecuniary interest in these Class A Shares. On March 8, 2023, 150,000 of these Class A Shares were transferred for no consideration from the pension trust to an Individual Retirement Account of a third-party, which had the effect of reducing the number of Class A Shares owned by the pension trust, and over which the Reporting Person possesses beneficial ownership, to 44,037 Class A Shares. Read SEC document |
| October 26, 2022 Filed Oct 28, 2022 22:20 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 600 | $105.05 | $63,030.00 |
DisclosureSEC source: 0000899243-22-034455 · doc4.xml · nonDerivative · entry 1 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,383 F1 · kind: Sales made pursuant to a 10b5-1 trading plan adopted by the Reporting Person on September 15, 2022. F2 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $105.00 to $105.15, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $105.00 to $105.15, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| October 18, 2022 Filed Oct 20, 2022 00:04 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 2,217 | $105.18 | $233,184.06 |
DisclosureSEC source: 0000899243-22-033848 · doc4.xml · nonDerivative · entry 4 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,983 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on September 15, 2022 . F5 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $105.00 to $105.50, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F5 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $105.00 to $105.50, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| October 17, 2022 Filed Oct 20, 2022 00:04 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 300 | $105.07 | $31,521.00 |
DisclosureSEC source: 0000899243-22-033848 · doc4.xml · nonDerivative · entry 3 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,200 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on September 15, 2022 . F4 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $105.00 to $105.10, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F4 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $105.00 to $105.10, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| October 17, 2022 Filed Oct 20, 2022 00:04 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 4,065 | $104.39 | $424,345.35 |
DisclosureSEC source: 0000899243-22-033848 · doc4.xml · nonDerivative · entry 2 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,500 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on September 15, 2022 . F3 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $104.00 to $104.95, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $104.00 to $104.95, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| October 17, 2022 Filed Oct 20, 2022 00:04 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 11,832 | $103.52 | $1,224,848.64 |
DisclosureSEC source: 0000899243-22-033848 · doc4.xml · nonDerivative · entry 1 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,565 F1 · kind: Sales made pursuant to a 10(b)5-1 trading plan previously adopted by the Reporting Person on September 15, 2022 . F2 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $103.00 to $103.99, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $103.00 to $103.99, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 22:16 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 4,230 | $101.02 | $427,314.60 |
DisclosureSEC source: 0000899243-22-031510 · doc4.xml · nonDerivative · entry 3 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By IGSB IVP III, LLC Disclosed balance after: 0 F4 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $100.74 to $101.50, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F4 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $100.74 to $101.50, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: These Class A Shares had been owned by IGSB IVP III, LLC, a private investment fund managed by Investment Group of Santa Barbara LLC ("IGSB"). The Reporting Person is one of the members of IGSB and may be deemed to have shared voting and dispositive power with IGSB and its other members over these Class A Shares. However, the Reporting Person disclaims beneficial ownership of these Class A Shares, except to the extent of any pecuniary interest he may have had therein. Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 22:16 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 5,842 | $100.24 | $585,602.08 |
DisclosureSEC source: 0000899243-22-031510 · doc4.xml · nonDerivative · entry 2 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By IGSB IVP III, LLC Disclosed balance after: 4,230 F3 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $99.73 to $100.69, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $99.73 to $100.69, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: These Class A Shares had been owned by IGSB IVP III, LLC, a private investment fund managed by Investment Group of Santa Barbara LLC ("IGSB"). The Reporting Person is one of the members of IGSB and may be deemed to have shared voting and dispositive power with IGSB and its other members over these Class A Shares. However, the Reporting Person disclaims beneficial ownership of these Class A Shares, except to the extent of any pecuniary interest he may have had therein. Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 22:16 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 3,000 | $99.16 | $297,480.00 |
DisclosureSEC source: 0000899243-22-031510 · doc4.xml · nonDerivative · entry 1 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By IGSB IVP III, LLC Disclosed balance after: 10,072 F1 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $98.67 to $99.66, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $98.67 to $99.66, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: These Class A Shares had been owned by IGSB IVP III, LLC, a private investment fund managed by Investment Group of Santa Barbara LLC ("IGSB"). The Reporting Person is one of the members of IGSB and may be deemed to have shared voting and dispositive power with IGSB and its other members over these Class A Shares. However, the Reporting Person disclaims beneficial ownership of these Class A Shares, except to the extent of any pecuniary interest he may have had therein. Read SEC document |
| December 01, 2021 Filed Dec 4, 2021 01:52 UTC | APPFOLIO INC APPF · Entity 3638 | OtherClass B Common Stock · Derivative | 161,180 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-046864 · doc4.xml · derivative · entry 5 DUCA MAURICE J · CIK 0000938333 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 207,124 Underlying: Class A Common Stock · 161,180 shares Expires not disclosed F8 · kind: These 161,180 Class B Shares are the pro rata share of the Class B Shares distributed to the Reporting Person's revocable family trust upon the dissolution and termination of (i) the three investment funds of IVP III (referenced in footnote 1 above) and (ii) the four investment funds of IVF III (referenced in footnote 4 above). No consideration was paid by the family trust or the Reporting Person for any of these Class B Shares. F8 · shares: These 161,180 Class B Shares are the pro rata share of the Class B Shares distributed to the Reporting Person's revocable family trust upon the dissolution and termination of (i) the three investment funds of IVP III (referenced in footnote 1 above) and (ii) the four investment funds of IVF III (referenced in footnote 4 above). No consideration was paid by the family trust or the Reporting Person for any of these Class B Shares. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.