Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPIAN CORPAPPN · Entity 4256 | Chief Revenue Officer | August 05, 2026 | August 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.
APPIAN CORP
Report date August 05, 2026 · Filed August 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 17,174 |
Ending reported balance
After 2026-08-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-05 · Exercise / conversion · Acquired 4,533 · Balance 18,526 F1: Each Restricted Stock Unit ("RSU") converts into Class A Common Stock on a one-for-one basis. Row 2 · 2026-08-05 · Tax withholding · Disposed 1,352 · Balance 17,174 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 13,599 |
Reported balance
After 2026-08-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-05 · Exercise / conversion · Disposed 4,533 · Balance 13,599 F2: Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock (or its cash equivalent, at the discretion of the Issuer). F3: The RSUs were granted on August 20, 2025, and vest in four (4) equal annual installments commencing on August 5, 2025, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") converts into Class A Common Stock on a one-for-one basis.
F2: Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock (or its cash equivalent, at the discretion of the Issuer).
F3: The RSUs were granted on August 20, 2025, and vest in four (4) equal annual installments commencing on August 5, 2025, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date.
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 |
|---|---|---|---|---|---|---|
| August 05, 2026 Filed Aug 6, 2026 20:00 UTC | APPIAN CORP APPN · Entity 4256 | Exercise / conversionRestricted Stock Unit · Derivative | 4,533 | $0.00 | $0.00 |
DisclosureSEC source: 0002042934-26-000008 · wk-form4_1786046447.xml · derivative · entry 3 Dorsey Mark · CIK 0002042934 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,599 Underlying: Class A Common Stock · 4,533 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock (or its cash equivalent, at the discretion of the Issuer). F3 · derivative.exercise_date: The RSUs were granted on August 20, 2025, and vest in four (4) equal annual installments commencing on August 5, 2025, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. F3 · derivative.expiration_date: The RSUs were granted on August 20, 2025, and vest in four (4) equal annual installments commencing on August 5, 2025, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. Read SEC document |
| August 05, 2026 Filed Aug 6, 2026 20:00 UTC | APPIAN CORP APPN · Entity 4256 | Tax withholdingClass A Common Stock | 1,352 | $29.96 | $40,505.92 |
DisclosureSEC source: 0002042934-26-000008 · wk-form4_1786046447.xml · nonDerivative · entry 2 Dorsey Mark · CIK 0002042934 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,174 Read SEC document |
| August 05, 2026 Filed Aug 6, 2026 20:00 UTC | APPIAN CORP APPN · Entity 4256 | Exercise / conversionClass A Common Stock | 4,533 | $0.00 | $0.00 |
DisclosureSEC source: 0002042934-26-000008 · wk-form4_1786046447.xml · nonDerivative · entry 1 Dorsey Mark · CIK 0002042934 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,526 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") converts into Class A Common Stock on a one-for-one basis. Read SEC document |
| May 13, 2026 Filed May 13, 2026 20:20 UTC | APPIAN CORP APPN · Entity 4256 | PurchaseClass A Common Stock | 7 | $19.15 | $134.05 |
DisclosureSEC source: 0002042934-26-000006 · wk-form4_1778703649.xml · nonDerivative · entry 2 Dorsey Mark · CIK 0002042934 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,993 Read SEC document |
| May 13, 2026 Filed May 13, 2026 20:20 UTC | APPIAN CORP APPN · Entity 4256 | PurchaseClass A Common Stock | 5,220 | $19.13 | $99,858.60 |
DisclosureSEC source: 0002042934-26-000006 · wk-form4_1778703649.xml · nonDerivative · entry 1 Dorsey Mark · CIK 0002042934 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,986 Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 20:38 UTC | APPIAN CORP APPN · Entity 4256 | Exercise / conversionRestricted Stock Unit · Derivative | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0002042934-26-000002 · wk-form4_1773088734.xml · derivative · entry 3 Dorsey Mark · CIK 0002042934 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,250 Underlying: Class A Common Stock · 3,750 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock (or its cash equivalent, at the discretion of the Issuer). F3 · derivative.exercise_date: The RSUs were granted on February 11, 2025, and vest in four (4) equal annual installments commencing on March 5, 2026, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. F3 · derivative.expiration_date: The RSUs were granted on February 11, 2025, and vest in four (4) equal annual installments commencing on March 5, 2026, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 20:38 UTC | APPIAN CORP APPN · Entity 4256 | Tax withholdingClass A Common Stock | 1,155 | $26.99 | $31,173.45 |
DisclosureSEC source: 0002042934-26-000002 · wk-form4_1773088734.xml · nonDerivative · entry 2 Dorsey Mark · CIK 0002042934 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,766 Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 20:38 UTC | APPIAN CORP APPN · Entity 4256 | Exercise / conversionClass A Common Stock | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0002042934-26-000002 · wk-form4_1773088734.xml · nonDerivative · entry 1 Dorsey Mark · CIK 0002042934 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,921 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") converts into Class A Common Stock on a one-for-one basis. Read SEC document |
| November 05, 2025 Filed Nov 6, 2025 20:39 UTC | APPIAN CORP APPN · Entity 4256 | Exercise / conversionRestricted Stock Unit · Derivative | 8,729 | $0.00 | $0.00 |
DisclosureSEC source: 0002042934-25-000003 · wk-form4_1762461590.xml · derivative · entry 4 Dorsey Mark · CIK 0002042934 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,187 Underlying: Class A Common Stock · 8,729 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock (or its cash equivalent, at the discretion of the Issuer). F4 · derivative.exercise_date: The RSUs were granted on November 5, 2024, and vest in four (4) equal annual installments commencing on November 5, 2025, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. F3 · derivative.expiration_date: The RSUs were granted on November 4, 2025, and vest in four (4) equal annual installments commencing on November 5, 2026, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. Read SEC document |
| November 05, 2025 Filed Nov 6, 2025 20:39 UTC | APPIAN CORP APPN · Entity 4256 | Tax withholdingClass A Common Stock | 2,558 | $29.33 | $75,026.14 |
DisclosureSEC source: 0002042934-25-000003 · wk-form4_1762461590.xml · nonDerivative · entry 2 Dorsey Mark · CIK 0002042934 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,171 Read SEC document |
| November 05, 2025 Filed Nov 6, 2025 20:39 UTC | APPIAN CORP APPN · Entity 4256 | Exercise / conversionClass A Common Stock | 8,729 | $0.00 | $0.00 |
DisclosureSEC source: 0002042934-25-000003 · wk-form4_1762461590.xml · nonDerivative · entry 1 Dorsey Mark · CIK 0002042934 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,729 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") converts into Class A Common Stock on a one-for-one basis. Read SEC document |
| November 04, 2025 Filed Nov 6, 2025 20:39 UTC | APPIAN CORP APPN · Entity 4256 | GrantRestricted Stock Unit · Derivative | 38,064 | $0.00 | $0.00 |
DisclosureSEC source: 0002042934-25-000003 · wk-form4_1762461590.xml · derivative · entry 3 Dorsey Mark · CIK 0002042934 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,064 Underlying: Class A Common Stock · 38,064 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock (or its cash equivalent, at the discretion of the Issuer). F3 · derivative.exercise_date: The RSUs were granted on November 4, 2025, and vest in four (4) equal annual installments commencing on November 5, 2026, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. F3 · derivative.expiration_date: The RSUs were granted on November 4, 2025, and vest in four (4) equal annual installments commencing on November 5, 2026, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. Read SEC document |
| August 20, 2025 Filed Apr 2, 2026 20:11 UTC | APPIAN CORP APPN · Entity 4256 | GrantRestricted Stock Unit · Derivative | 18,132 | $0.00 | $0.00 |
DisclosureSEC source: 0002042934-26-000004 · wk-form4_1775160664.xml · derivative · entry 1 Dorsey Mark · CIK 0002042934 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,132 Underlying: Class A Common Stock · 18,132 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock (or its cash equivalent, at the discretion of the Issuer). F2 · derivative.exercise_date: The RSUs were granted on August 20, 2025, and vest in four (4) equal annual installments commencing on August 5, 2026, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. F2 · derivative.expiration_date: The RSUs were granted on August 20, 2025, and vest in four (4) equal annual installments commencing on August 5, 2026, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 21:10 UTC | APPIAN CORP APPN · Entity 4256 | GrantRestricted Stock Unit · Derivative | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-25-000011 · wk-form4_1739481022.xml · derivative · entry 1 Dorsey Mark · CIK 0002042934 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A Common Stock · 15,000 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock (or its cash equivalent, at the discretion of the Issuer). F2 · derivative.exercise_date: The RSUs were granted on February 11, 2025, and vest in four (4) equal annual installments commencing on March 5, 2026, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. F2 · derivative.expiration_date: The RSUs were granted on February 11, 2025, and vest in four (4) equal annual installments commencing on March 5, 2026, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. Read SEC document |
| November 05, 2024 Filed Nov 7, 2024 17:16 UTC | APPIAN CORP APPN · Entity 4256 | GrantRestricted Stock Unit · Derivative | 34,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-24-000100 · wk-form4_1730999767.xml · derivative · entry 1 Dorsey Mark · CIK 0002042934 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,916 Underlying: Class A Common Stock · 34,916 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Issuer's Class A Common Stock (or its cash equivalent, at the discretion of the Issuer). F2 · derivative.exercise_date: The RSUs were granted on November 5, 2024, and vest in four (4) equal annual installments commencing on November 5, 2025, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. F2 · derivative.expiration_date: The RSUs were granted on November 5, 2024, and vest in four (4) equal annual installments commencing on November 5, 2025, provided that the Reporting Person has provided continuous service to the Issuer through each vesting date. 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.