Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPFOLIO INCAPPF · Entity 3638 | Director · Chief Executive Officer | August 14, 2026 | August 17, 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 14, 2026 · Filed August 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 70,772 |
Reported balance
After 2026-08-14 transaction · row 1
1 source rowRow 1 · 2026-08-14 · Sale · Disposed 2,057 · Balance 70,772 F1: These shares were sold pursuant to a plan adopted by the Reporting Person on or around August 14, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were sold pursuant to a plan adopted by the Reporting Person on or around August 14, 2025.
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 |
|---|---|---|---|---|---|---|
| February 26, 2021 Filed Mar 3, 2021 00:56 UTC | APPFOLIO INC APPF · Entity 3638 | OtherClass A Common Stock | 616 | $164.02 | $101,036.32 |
DisclosureSEC source: 0001433195-21-000026 · wf-form4_161473296375589.xml · nonDerivative · entry 1 Trigg William Shane · CIK 0001837400 · General Manager, Real Estate 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,889 F1 · security: 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 26, 2021 of 100% of the restricted stock units previously granted to the Reporting Person on April 13, 2020 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| January 19, 2021 Filed Jan 22, 2021 01:29 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 2,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-21-000004 · wf-form4_161127892639633.xml · nonDerivative · entry 1 Trigg William Shane · CIK 0001837400 · General Manager, Real Estate 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,505 F1 · security: Represents a grant of performance-based restricted stock units (RSUs) granted pursuant to the Issuer's 2015 Stock Incentive Plan. The RSUs shall vest, if earned, on or around March 1, 2024 subject to the satisfaction of certain performance criteria. If the performance criteria is not achieved at the threshold level, no vesting will occur and RSUs will be forfeited and cancelled. 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.