Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPFOLIO INCAPPF · Entity 3638 | Chief People Officer | August 10, 2026 | August 12, 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 10, 2026 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 20,301 |
Ending reported balance
After 2026-08-10 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2026-08-10 · Tax withholding · Disposed 300 · Balance 21,245 F1: 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 August 10, 2026 of the performance-based restricted stock units ("PSUs") previously granted to the Reporting Person on January 29, 2025 pursuant to the Issuer's 2025 Omnibus Plan. Row 2 · 2026-08-10 · Tax withholding · Disposed 269 · Balance 20,976 F2: 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 August 10, 2026 of the PSUs previously granted to the Reporting Person on January 24, 2024 pursuant to the Issuer's 2015 Stock Incentive Plan. Row 3 · 2026-08-10 · Tax withholding · Disposed 142 · Balance 20,834 F3: 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 August 10, 2026 of the time-based restricted stock units ("RSUs") previously granted to the Reporting Person on January 27, 2026 pursuant to the Issuer's 2025 Omnibus Plan. Row 4 · 2026-08-10 · Tax withholding · Disposed 102 · Balance 20,732 F4: 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 August 10, 2026 of the RSUs previously granted to the Reporting Person on January 28, 2025 pursuant to the Issuer's 2025 Omnibus Plan. Row 5 · 2026-08-10 · Tax withholding · Disposed 110 · Balance 20,622 F5: 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 August 10, 2026 of the RSUs previously granted to the Reporting Person on January 23, 2024 pursuant to the Issuer's 2015 Stock Incentive Plan. Row 6 · 2026-08-10 · Tax withholding · Disposed 147 · Balance 20,475 F5: 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 August 10, 2026 of the RSUs previously granted to the Reporting Person on January 23, 2024 pursuant to the Issuer's 2015 Stock Incentive Plan. Row 7 · 2026-08-10 · Tax withholding · Disposed 88 · Balance 20,387 F6: 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 August 10, 2026 of the RSUs previously granted to the Reporting Person on April 25, 2023 pursuant to the Issuer's 2015 Stock Incentive Plan. Row 8 · 2026-08-10 · Tax withholding · Disposed 86 · Balance 20,301 F7: 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 August 10, 2026 of the RSUs previously granted to the Reporting Person on January 24, 2023 pursuant to the Issuer's 2015 Stock Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 August 10, 2026 of the performance-based restricted stock units ("PSUs") previously granted to the Reporting Person on January 29, 2025 pursuant to the Issuer's 2025 Omnibus Plan.
F2: 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 August 10, 2026 of the PSUs previously granted to the Reporting Person on January 24, 2024 pursuant to the Issuer's 2015 Stock Incentive Plan.
F3: 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 August 10, 2026 of the time-based restricted stock units ("RSUs") previously granted to the Reporting Person on January 27, 2026 pursuant to the Issuer's 2025 Omnibus Plan.
F4: 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 August 10, 2026 of the RSUs previously granted to the Reporting Person on January 28, 2025 pursuant to the Issuer's 2025 Omnibus Plan.
F5: 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 August 10, 2026 of the RSUs previously granted to the Reporting Person on January 23, 2024 pursuant to the Issuer's 2015 Stock Incentive Plan.
F6: 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 August 10, 2026 of the RSUs previously granted to the Reporting Person on April 25, 2023 pursuant to the Issuer's 2015 Stock Incentive Plan.
F7: 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 August 10, 2026 of the RSUs previously granted to the Reporting Person on January 24, 2023 pursuant to the Issuer's 2015 Stock Incentive Plan.
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 00:10 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 146 | $214.29 | $31,286.34 |
DisclosureSEC source: 0001433195-25-000075 · wk-form4_1747181405.xml · nonDerivative · entry 4 Barat Elizabeth Erin · CIK 0002054905 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,929 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 time-based restricted stock units ("RSUs") previously granted to the Reporting Person on January 23, 2024 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| May 10, 2025 Filed May 14, 2025 00:10 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 110 | $214.29 | $23,571.90 |
DisclosureSEC source: 0001433195-25-000075 · wk-form4_1747181405.xml · nonDerivative · entry 3 Barat Elizabeth Erin · CIK 0002054905 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,075 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 time-based restricted stock units ("RSUs") previously granted to the Reporting Person on January 23, 2024 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| May 10, 2025 Filed May 14, 2025 00:10 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 183 | $223.08 | $40,823.64 |
DisclosureSEC source: 0001433195-25-000075 · wk-form4_1747181405.xml · nonDerivative · entry 2 Barat Elizabeth Erin · CIK 0002054905 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,185 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 PSUs previously granted to the Reporting Person on January 25, 2023 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| May 10, 2025 Filed May 14, 2025 00:10 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 269 | $223.08 | $60,008.52 |
DisclosureSEC source: 0001433195-25-000075 · wk-form4_1747181405.xml · nonDerivative · entry 1 Barat Elizabeth Erin · CIK 0002054905 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,368 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 performance-based restricted stock units ("PSUs") previously granted to the Reporting Person on January 24, 2024 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:39 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 77 | $223.08 | $17,177.16 |
DisclosureSEC source: 0001433195-25-000020 · wk-form4_1739396333.xml · nonDerivative · entry 10 Barat Elizabeth Erin · CIK 0002054905 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,637 F9 · 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 January 23, 2024 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:39 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 103 | $223.08 | $22,977.24 |
DisclosureSEC source: 0001433195-25-000020 · wk-form4_1739396333.xml · nonDerivative · entry 9 Barat Elizabeth Erin · CIK 0002054905 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,714 F9 · 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 January 23, 2024 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:39 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 62 | $223.08 | $13,830.96 |
DisclosureSEC source: 0001433195-25-000020 · wk-form4_1739396333.xml · nonDerivative · entry 8 Barat Elizabeth Erin · CIK 0002054905 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,817 F8 · 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 April 25, 2023 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:39 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 61 | $223.08 | $13,607.88 |
DisclosureSEC source: 0001433195-25-000020 · wk-form4_1739396333.xml · nonDerivative · entry 7 Barat Elizabeth Erin · CIK 0002054905 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,879 F7 · 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 January 24, 2023 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:39 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 32 | $223.08 | $7,138.56 |
DisclosureSEC source: 0001433195-25-000020 · wk-form4_1739396333.xml · nonDerivative · entry 6 Barat Elizabeth Erin · CIK 0002054905 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,940 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 February 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 |
| February 10, 2025 Filed Feb 12, 2025 21:39 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 55 | $223.08 | $12,269.40 |
DisclosureSEC source: 0001433195-25-000020 · wk-form4_1739396333.xml · nonDerivative · entry 5 Barat Elizabeth Erin · CIK 0002054905 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,972 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 time-based restricted stock units ("RSUs") previously granted to the Reporting Person on January 19, 2021 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:39 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 149 | $223.08 | $33,238.92 |
DisclosureSEC source: 0001433195-25-000020 · wk-form4_1739396333.xml · nonDerivative · entry 4 Barat Elizabeth Erin · CIK 0002054905 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,027 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 PSUs previously granted to the Reporting Person on January 25, 2023 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:39 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 82 | $223.08 | $18,292.56 |
DisclosureSEC source: 0001433195-25-000020 · wk-form4_1739396333.xml · nonDerivative · entry 3 Barat Elizabeth Erin · CIK 0002054905 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,176 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 PSUs previously granted to the Reporting Person on February 9, 2022 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:39 UTC | APPFOLIO INC APPF · Entity 3638 | Tax withholdingClass A Common Stock | 760 | $223.08 | $169,540.80 |
DisclosureSEC source: 0001433195-25-000020 · wk-form4_1739396333.xml · nonDerivative · entry 2 Barat Elizabeth Erin · CIK 0002054905 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,258 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 PSUs previously granted to the Reporting Person on January 24, 2024 pursuant to the Issuer's 2015 Stock Incentive Plan. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 21:39 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 6,355 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-25-000020 · wk-form4_1739396333.xml · nonDerivative · entry 1 Barat Elizabeth Erin · CIK 0002054905 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,018 F1 · shares: Consists of Class A Common Stock granted by the Issuer in connection with the vesting on February 10, 2025 of the performance-based restricted stock units ("PSUs") granted to the Reporting Person on January 24, 2024 pursuant to the Issuers 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.