Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPFOLIO INCAPPF · Entity 3638 | Director | June 29, 2026 | July 01, 2026 |
| BOX INCBOX · Entity 3932 | Chief Operating Officer | October 05, 2026 | October 06, 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 July 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 4,019 |
Reported balance
After 2026-06-29 transaction · row 1
1 source rowRow 1 · 2026-06-29 · Grant · Acquired 1,255 · Balance 4,019 F1: Represents an annual director grant of time-based restricted stock units ("RSUs") under the 2025 Omnibus Incentive Plan. The RSUs vest 100% on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an annual director grant of time-based restricted stock units ("RSUs") under the 2025 Omnibus Incentive Plan. The RSUs vest 100% on the first anniversary of the date of grant.
BOX INC
Report date October 05, 2026 · Filed October 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 486,759 |
Reported balance
After 2026-10-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-05 · Sale · Disposed 5,293 · Balance 486,759 F1: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 2, 2026. F2: Certain of these shares are represented by time-based and performance-based restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 2, 2026.
F2: Certain of these shares are represented by time-based and performance-based restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
DROPBOX, INC.
Report date February 05, 2021 · Filed February 09, 2021
Section 16 reporting ended · disclosed 2021-02-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 746,134 |
Reported balance
After 2021-02-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-02-05 · Tax withholding · Disposed 98,625 · Balance 746,134 F1: Represents shares that have been withheld by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting and net settlement of restricted stock awards previously reported. F2: Certain of these securities are restricted stock awards. Each restricted stock award represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2024. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock awards will be cancelled by the Issuer. |
| Class A Common StockSEC Table I · non-derivative | Direct | 112,565 |
Reported balance
After 2021-02-05 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2021-02-05 · Disposition to issuer · Disposed 633,569 · Balance 112,565 F3: In connection with the termination of the reporting person as an officer of the issuer, the reporting person has disposed 633,569 shares to the issuer pursuant to the terms of a restricted stock agreement between the issuer and the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares that have been withheld by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting and net settlement of restricted stock awards previously reported.
F2: Certain of these securities are restricted stock awards. Each restricted stock award represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2024. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock awards will be cancelled by the Issuer.
F3: In connection with the termination of the reporting person as an officer of the issuer, the reporting person has disposed 633,569 shares to the issuer pursuant to the terms of a restricted stock agreement between the issuer and the reporting person.
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 |
|---|---|---|---|---|---|---|
| April 03, 2024 Filed Apr 3, 2024 22:29 UTC | BOX INC BOX · Entity 3932 | GrantClass A Common Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-041377 · ownership.xml · nonDerivative · entry 3 Nottebohm Olivia · CIK 0001801732 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 525,287 F4 · shares: Represents RSUs that shall vest quarterly over four years, subject to the Reporting Person's continuous service through each vesting date. F2 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:29 UTC | BOX INC BOX · Entity 3932 | Tax withholdingClass A Common Stock | 159 | $28.32 | $4,502.88 |
DisclosureSEC source: 0000950170-24-041377 · ownership.xml · nonDerivative · entry 2 Nottebohm Olivia · CIK 0001801732 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 450,287 F3 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of RSUs and does not represent a sale by the Reporting Person. F2 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:29 UTC | BOX INC BOX · Entity 3932 | GrantClass A Common Stock | 446 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-041377 · ownership.xml · nonDerivative · entry 1 Nottebohm Olivia · CIK 0001801732 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 450,446 F1 · shares: Represents Restricted Stock Units ("RSUs") that were granted as a bonus payment earned under the Company's Fiscal Year 2024 Executive Bonus Plan. These RSUs were deemed 100% vested immediately following their grant. F2 · balance_after: Certain of these shares are represented by RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person's continuous service through each such date. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:00 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 989 | $241.75 | $239,090.75 |
DisclosureSEC source: 0001433195-24-000041 · wk-form4_1709672442.xml · nonDerivative · entry 1 Nottebohm Olivia · CIK 0001801732 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,909 F1 · kind: The shares of Class A Common were sold pursuant to a Rule 10b5-1(c) plan adopted by the Reporting Person on November 15, 2023. Read SEC document |
| December 13, 2023 Filed Dec 15, 2023 22:22 UTC | BOX INC BOX · Entity 3932 | GrantClass A Common Stock | 450,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058831 · doc4.xml · nonDerivative · entry 1 Nottebohm Olivia · CIK 0001801732 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 450,000 F1 · shares: Each share is represented by a restricted stock unit ("RSU"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. F2 · shares: 1/4 of the RSUs will vest on December 20, 2024. The remaining RSUs will vest quarterly thereafter over the following three years, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| June 27, 2023 Filed Jul 1, 2023 01:20 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 921 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-23-000085 · wk-form4_1688174418.xml · nonDerivative · entry 1 Nottebohm Olivia · CIK 0001801732 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,898 F1 · security: The shares are granted pursuant to Issuer's 2015 Stock Incentive Plan and are subject to repurchase by the Issuer. The shares shall vest 100% on the first anniversary of the date of grant. Read SEC document |
| March 01, 2023 Filed Mar 4, 2023 00:46 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 1,977 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-23-000036 · wf-form4_167789074202736.xml · nonDerivative · entry 1 Nottebohm Olivia · CIK 0001801732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,977 F1 · security: The shares are granted pursuant to Issuer's 2015 Stock Incentive Plan and are subject to repurchase by the Issuer. The shares shall vest 100% on the first anniversary of the date of grant. Read SEC document |
| February 05, 2021 Filed Feb 9, 2021 22:40 UTC | DROPBOX, INC. DBX · Entity 1121 | Disposition to issuerClass A Common Stock | 633,569 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-001011 · primarydocument.xml · nonDerivative · entry 2 Nottebohm Olivia · CIK 0001801732 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,565 F3 · kind: In connection with the termination of the reporting person as an officer of the issuer, the reporting person has disposed 633,569 shares to the issuer pursuant to the terms of a restricted stock agreement between the issuer and the reporting person. Read SEC document |
| February 05, 2021 Filed Feb 9, 2021 22:40 UTC | DROPBOX, INC. DBX · Entity 1121 | Tax withholdingClass A Common Stock | 98,625 | $23.69 | $2,336,426.25 |
DisclosureSEC source: 0001562180-21-001011 · primarydocument.xml · nonDerivative · entry 1 Nottebohm Olivia · CIK 0001801732 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 746,134 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy income tax withholding and remittance obligations in connection with the vesting and net settlement of restricted stock awards previously reported. F2 · balance_after: Certain of these securities are restricted stock awards. Each restricted stock award represents the Reporting Person's right to receive one share of Class A Common Stock, subject to the applicable vesting schedule through February 15, 2024. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock awards will be cancelled by the Issuer. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 22:03 UTC | DROPBOX, INC. DBX · Entity 1121 | GrantClass A Common Stock | 844,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-002021 · primarydocument.xml · nonDerivative · entry 1 Nottebohm Olivia · CIK 0001801732 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 844,759 F1 · shares: Each restricted stock award represents the Reporting Person's right to receive one share of Class A Common Stock. The restricted stock awards vest as of one-fourth of the shares as of February 15, 2021 and as to one-sixteenth of the shares each three months thereafter. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock awards will be cancelled by the Issuer. F1 · balance_after: Each restricted stock award represents the Reporting Person's right to receive one share of Class A Common Stock. The restricted stock awards vest as of one-fourth of the shares as of February 15, 2021 and as to one-sixteenth of the shares each three months thereafter. In the event the Reporting Person ceases to be a Service Provider, the unvested restricted stock awards will be cancelled by the Issuer. 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.