Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPFOLIO INCAPPF · Entity 3638 | Director | June 29, 2026 | August 18, 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 June 29, 2026 · Filed August 18, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 2,208 |
Reported balance
After 2026-06-29 transaction · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · 2026-06-29 · Grant · Acquired 649 · Balance 2,208 F2: Represents a pro-rated annual director grant of time-based restricted stock units ("RSUs") under the 2025 Omnibus Incentive Plan, with such annual grant prorated based on service from June 29, 2026. The RSUs vest 100% on the first anniversary of the date of grant. |
| Class A Common StockSEC Table I · non-derivative | Direct | 3,776 |
Reported balance
After 2026-06-29 transaction · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · 2026-06-29 · Grant · Acquired 1,568 · Balance 3,776 F3: Represents a new director grant of time-based RSUs under the 2025 Omnibus Incentive Plan. The RSUs vest 100% on the first anniversary of the date of grant. |
| Class A Common StockSEC Table I · non-derivative | Direct | 1,559 |
Reported balance
Holding disclosure · report date 2026-06-29 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 1,559 F1: The Reporting Person holds 1,559 shares of Class A Common Stock in a Roth IRA. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person holds 1,559 shares of Class A Common Stock in a Roth IRA.
F2: Represents a pro-rated annual director grant of time-based restricted stock units ("RSUs") under the 2025 Omnibus Incentive Plan, with such annual grant prorated based on service from June 29, 2026. The RSUs vest 100% on the first anniversary of the date of grant.
F3: Represents a new director grant of time-based RSUs under the 2025 Omnibus Incentive Plan. The RSUs vest 100% on the first anniversary of the date of grant.
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 29, 2026 Filed Aug 18, 2026 22:44 UTC Amendment | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 1,568 | $0.00 | $0.00 |
DisclosureSEC source: 0002150387-26-000004 · wk-form4a_1787093062.xml · nonDerivative · entry 3 Yang Michael MiQi · CIK 0002150387 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,776 F3 · shares: Represents a new director grant of time-based RSUs under the 2025 Omnibus Incentive Plan. The RSUs vest 100% on the first anniversary of the date of grant. Read SEC document |
| June 29, 2026 Filed Aug 18, 2026 22:44 UTC Amendment | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 649 | $0.00 | $0.00 |
DisclosureSEC source: 0002150387-26-000004 · wk-form4a_1787093062.xml · nonDerivative · entry 2 Yang Michael MiQi · CIK 0002150387 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,208 F2 · shares: Represents a pro-rated annual director grant of time-based restricted stock units ("RSUs") under the 2025 Omnibus Incentive Plan, with such annual grant prorated based on service from June 29, 2026. The RSUs vest 100% on the first anniversary of the date of grant. 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.