Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPFOLIO INCAPPF · Entity 3638 | Chief Financial Officer | August 19, 2026 | August 20, 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 19, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 16,714 |
Reported balance
After 2026-08-19 transaction · row 1
1 source rowRow 1 · 2026-08-19 · Sale · Disposed 373 · Balance 16,714 F1: These shares were sold pursuant to a plan adopted by the Reporting Person on or around March 13, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were sold pursuant to a plan adopted by the Reporting Person on or around March 13, 2026.
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 |
|---|---|---|---|---|---|---|
| May 10, 2025 Filed May 14, 2025 00:06 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 88 | $214.29 | $18,857.52 |
DisclosureSEC source: 0001433195-25-000072 · wk-form4_1747181186.xml · nonDerivative · entry 6 Eaton Timothy Mathias · CIK 0002043379 · Int. Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,233 F6 · shares: Consists of Class A Common Stock withheld by the Issuer to satisfy the minimum tax withholding obligations of the Reporting Person arising in connection with the vesting on May 10, 2025 of the RSUs previously granted to the Reporting Person on March 5, 2025 pursuant to the Issuer's 2025 Omnibus Plan. Read SEC document |
| May 10, 2025 Filed May 14, 2025 00:06 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 49 | $214.29 | $10,500.21 |
DisclosureSEC source: 0001433195-25-000072 · wk-form4_1747181186.xml · nonDerivative · entry 5 Eaton Timothy Mathias · CIK 0002043379 · Int. Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,321 F5 · shares: Consists of Class A Common Stock withheld by the Issuer to satisfy the minimum tax withholding obligations of the Reporting Person arising in connection with the vesting on May 10, 2025 of the RSUs previously granted to the Reporting Person on February 9, 2022 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| May 10, 2025 Filed May 14, 2025 00:06 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 53 | $214.29 | $11,357.37 |
DisclosureSEC source: 0001433195-25-000072 · wk-form4_1747181186.xml · nonDerivative · entry 4 Eaton Timothy Mathias · CIK 0002043379 · Int. Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,370 F4 · shares: Consists of Class A Common Stock withheld by the Issuer to satisfy the minimum tax withholding obligations of the Reporting Person arising in connection with the vesting on May 10, 2025 of the RSUs previously granted to the Reporting Person on March 6, 2023 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| May 10, 2025 Filed May 14, 2025 00:06 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 24 | $214.29 | $5,142.96 |
DisclosureSEC source: 0001433195-25-000072 · wk-form4_1747181186.xml · nonDerivative · entry 3 Eaton Timothy Mathias · CIK 0002043379 · Int. Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,423 F3 · shares: Consists of Class A Common Stock withheld by the Issuer to satisfy the minimum tax withholding obligations of the Reporting Person arising in connection with the vesting on May 10, 2025 of the RSUs previously granted to the Reporting Person on November 6, 2023 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| May 10, 2025 Filed May 14, 2025 00:06 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 29 | $214.29 | $6,214.41 |
DisclosureSEC source: 0001433195-25-000072 · wk-form4_1747181186.xml · nonDerivative · entry 2 Eaton Timothy Mathias · CIK 0002043379 · Int. Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,447 F2 · shares: Consists of Class A Common Stock withheld by the Issuer to satisfy the minimum tax withholding obligations of the Reporting Person arising in connection with the vesting on May 10, 2025 of the RSUs previously granted to the Reporting Person on March 5, 2024 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| May 10, 2025 Filed May 14, 2025 00:06 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 20 | $214.29 | $4,285.80 |
DisclosureSEC source: 0001433195-25-000072 · wk-form4_1747181186.xml · nonDerivative · entry 1 Eaton Timothy Mathias · CIK 0002043379 · Int. Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,476 F1 · shares: Consists of Class A Common Stock withheld by the Issuer to satisfy the minimum tax withholding obligations of the Reporting Person arising in connection with the vesting on May 10, 2025 of the time-based restricted stock units ("RSUs") previously granted to the Reporting Person on March 11, 2024 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| March 05, 2025 Filed Apr 26, 2025 00:04 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 3,913 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-25-000057 · wk-form4_1745625866.xml · nonDerivative · entry 1 Eaton Timothy Mathias · CIK 0002043379 · Int. Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,496 F1 · shares: Represents a grant of time-based restricted stock units ("RSUs") granted pursuant to the Issuer's 2025 Omnibus Incentive Plan. The RSUs vest over four years with 1/16th of the RSUs vesting quarterly beginning May 10, 2025. Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 21:36 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 22 | $223.08 | $4,907.76 |
DisclosureSEC source: 0001433195-25-000018 · wk-form4_1739396196.xml · nonDerivative · entry 5 Eaton Timothy Mathias · CIK 0002043379 · Int. Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,583 F5 · shares: Consists of Class A Common Stock withheld by the Issuer to satisfy the minimum tax withholding obligations of the Reporting Person arising in connection with the vesting on February 10, 2025 of the RSUs previously granted to the Reporting Person on March 11, 2024 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 21:36 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 33 | $223.08 | $7,361.64 |
DisclosureSEC source: 0001433195-25-000018 · wk-form4_1739396196.xml · nonDerivative · entry 4 Eaton Timothy Mathias · CIK 0002043379 · Int. Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,605 F4 · shares: Consists of Class A Common Stock withheld by the Issuer to satisfy the minimum tax withholding obligations of the Reporting Person arising in connection with the vesting on February 10, 2025 of the RSUs previously granted to the Reporting Person on March 5, 2024 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 21:36 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 28 | $223.08 | $6,246.24 |
DisclosureSEC source: 0001433195-25-000018 · wk-form4_1739396196.xml · nonDerivative · entry 3 Eaton Timothy Mathias · CIK 0002043379 · Int. Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,638 F3 · shares: Consists of Class A Common Stock withheld by the Issuer to satisfy the minimum tax withholding obligations of the Reporting Person arising in connection with the vesting on February 10, 2025 of the RSUs previously granted to the Reporting Person on November 6, 2023 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 21:36 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 61 | $223.08 | $13,607.88 |
DisclosureSEC source: 0001433195-25-000018 · wk-form4_1739396196.xml · nonDerivative · entry 2 Eaton Timothy Mathias · CIK 0002043379 · Int. Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,666 F2 · shares: Consists of Class A Common Stock withheld by the Issuer to satisfy the minimum tax withholding obligations of the Reporting Person arising in connection with the vesting on February 10, 2025 of the RSUs previously granted to the Reporting Person on March 6, 2023 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:36 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 56 | $223.08 | $12,492.48 |
DisclosureSEC source: 0001433195-25-000018 · wk-form4_1739396196.xml · nonDerivative · entry 1 Eaton Timothy Mathias · CIK 0002043379 · Int. Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,727 F1 · shares: Consists of Class A Common Stock withheld by the Issuer to satisfy the minimum tax withholding obligations of the Reporting Person arising in connection with the vesting on February 10, 2025 of the time-based restricted stock units ("RSUs") previously granted to the Reporting Person on February 9, 2022 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| November 10, 2024 Filed Nov 13, 2024 13:54 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 29 | $228.20 | $6,617.80 |
DisclosureSEC source: 0001433195-24-000136 · wk-form4_1731506077.xml · nonDerivative · entry 5 Eaton Timothy Mathias · CIK 0002043379 · Int. Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,783 F5 · shares: Consists of Class A Common Stock withheld by the Issuer to satisfy the minimum tax withholding obligations of the Reporting Person arising in connection with the vesting on November 10, 2024 of the RSUs previously granted to the Reporting Person on March 5, 2024 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| November 10, 2024 Filed Nov 13, 2024 13:54 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 53 | $228.20 | $12,094.60 |
DisclosureSEC source: 0001433195-24-000136 · wk-form4_1731506077.xml · nonDerivative · entry 4 Eaton Timothy Mathias · CIK 0002043379 · Int. Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,812 F4 · shares: Consists of Class A Common Stock withheld by the Issuer to satisfy the minimum tax withholding obligations of the Reporting Person arising in connection with the vesting on November 10, 2024 of the RSUs previously granted to the Reporting Person on March 6, 2023 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| November 10, 2024 Filed Nov 13, 2024 13:54 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 49 | $228.20 | $11,181.80 |
DisclosureSEC source: 0001433195-24-000136 · wk-form4_1731506077.xml · nonDerivative · entry 3 Eaton Timothy Mathias · CIK 0002043379 · Int. Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,865 F3 · shares: Consists of Class A Common Stock withheld by the Issuer to satisfy the minimum tax withholding obligations of the Reporting Person arising in connection with the vesting on November 10, 2024 of the RSUs previously granted to the Reporting Person on February 9, 2022 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| November 10, 2024 Filed Nov 13, 2024 13:54 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 20 | $228.20 | $4,564.00 |
DisclosureSEC source: 0001433195-24-000136 · wk-form4_1731506077.xml · nonDerivative · entry 2 Eaton Timothy Mathias · CIK 0002043379 · Int. Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,914 F2 · shares: Consists of Class A Common Stock withheld by the Issuer to satisfy the minimum tax withholding obligations of the Reporting Person arising in connection with the vesting on November 10, 2024 of the RSUs previously granted to the Reporting Person on March 11, 2024 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| November 10, 2024 Filed Nov 13, 2024 13:54 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 24 | $228.20 | $5,476.80 |
DisclosureSEC source: 0001433195-24-000136 · wk-form4_1731506077.xml · nonDerivative · entry 1 Eaton Timothy Mathias · CIK 0002043379 · Int. Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,934 F1 · shares: Consists of Class A Common Stock withheld by the Issuer to satisfy the minimum tax withholding obligations of the Reporting Person arising in connection with the vesting on November 10, 2024 of the time-based restricted stock units ("RSUs") previously granted to the Reporting Person on November 6, 2023 pursuant to the Issuer's 2015 Stock Incentive Plan. 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.