Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPIAN CORPAPPN · Entity 4256 | Director | October 01, 2026 | October 03, 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 October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 886 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 886 · Balance 886 F1: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy, as amended and approved by the Board of Directors on December 18, 2020. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy trust | 84,291 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 84,291 F2: 1,246 shares are held by the Barbara Greene Kilberg Living Trust U/A dated July 1, 1998, of which William and Barbara Kilberg are the co-trustees; 1,246 shares held by the Kilberg Family Trust U/A dated October 13, 2021, of which Barbara Kilberg is the trustee; and 81,799 shares held by William & Barbara Kilberg Trustees of the William Kilberg Trust dated July 1, 1998 and Barbara & William Kilberg Trustees of the Barbara Kilberg Trust dated July 1, 1998, Tenants in Common ("WB Trust"). Includes 10,800 shares previously owned directly that were contributed to the WB Trust on September 14, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy, as amended and approved by the Board of Directors on December 18, 2020.
F2: 1,246 shares are held by the Barbara Greene Kilberg Living Trust U/A dated July 1, 1998, of which William and Barbara Kilberg are the co-trustees; 1,246 shares held by the Kilberg Family Trust U/A dated October 13, 2021, of which Barbara Kilberg is the trustee; and 81,799 shares held by William & Barbara Kilberg Trustees of the William Kilberg Trust dated July 1, 1998 and Barbara & William Kilberg Trustees of the Barbara Kilberg Trust dated July 1, 1998, Tenants in Common ("WB Trust"). Includes 10,800 shares previously owned directly that were contributed to the WB Trust on September 14, 2026.
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 |
|---|---|---|---|---|---|---|
| January 01, 2020 Filed Jan 3, 2020 20:57 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 457 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-20-000002 · wf-form4_157808503900222.xml · nonDerivative · entry 1 Kilberg Bobbie G · CIK 0001362638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 457 F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy approved by the Board of Directors on May 10, 2017. F2 · balance_after: Excludes 368 shares previously owned directly that were contributed to William & Barbara Kilberg Trustees of the William Kilberg Trust DTD 07/01/98 and Barbara & William Kilberg Trustees of the Barbara Kilberg Trust DTD 07/01/98, Tenants in Common on 10/22/19. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 20:39 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 368 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-19-000159 · wf-form4_157004874858879.xml · nonDerivative · entry 1 Kilberg Bobbie G · CIK 0001362638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368 F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy approved by the Board of Directors on May 10, 2017. F2 · balance_after: Excludes 485 shares previously owned directly that were contributed to William & Barbara Kilberg Trustees of the William Kilberg Trust DTD 07/01/98 and Barbara & William Kilberg Trustees of the Barbara Kilberg Trust DTD 07/01/98, Tenants in Common on 9/4/19. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:42 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 485 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-19-000111 · wf-form4_156210012788835.xml · nonDerivative · entry 1 Kilberg Bobbie G · CIK 0001362638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 485 F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy approved by the Board of Directors on May 10, 2017. F2 · balance_after: Excludes 508 shares previously owned directly that were contributed to William & Barbara Kilberg Trustees of the William Kilberg Trust DTD 07/01/98 and Barbara & William Kilberg Trustees of the Barbara Kilberg Trust DTD 07/01/98, Tenants in Common on 4/15/19. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:22 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 508 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-19-000065 · wf-form4_155432296465469.xml · nonDerivative · entry 1 Kilberg Bobbie G · CIK 0001362638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 508 F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy approved by the Board of Directors on May 10, 2017. F2 · balance_after: Excludes 2,360 shares previously owned directly that were contributed to William & Barbara Kilberg Trustees of the William Kilberg Trust DTD 07/01/98 and Barbara & William Kilberg Trustees of the Barbara Kilberg Trust DTD 07/01/98, Tenants in Common in the following amounts on the following dates: 694 shares on 4/30/18, 483 shares on 8/3/18, 528 shares on 10/22/18 and 655 shares on 2/13/19. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 21:25 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 655 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-19-000009 · wf-form4_154655072132719.xml · nonDerivative · entry 1 Kilberg Bobbie G · CIK 0001362638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,360 F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy approved by the Board of Directors on May 10, 2017. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 21:10 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 528 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053952 · doc4.xml · nonDerivative · entry 1 Kilberg Bobbie G · CIK 0001362638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,705 F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy approved by the Board of Directors on May 10, 2017. Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 20:09 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 483 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-18-000100 · wf-form4_153064856856352.xml · nonDerivative · entry 1 Kilberg Bobbie G · CIK 0001362638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 483 F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy approved by the Board of Directors on May 10, 2017. Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 14:37 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 694 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-18-000050 · wf-form4_152276622526544.xml · nonDerivative · entry 1 Kilberg Bobbie G · CIK 0001362638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 694 F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy approved by the Board of Directors on May 10, 2017. Read SEC document |
| March 01, 2018 Filed Mar 1, 2018 21:05 UTC | APPIAN CORP APPN · Entity 4256 | ConversionClass B Common Stock · Derivative | 13,896 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-18-000029 · wf-form4_151993828001358.xml · derivative · entry 10 Kilberg Bobbie G · CIK 0001362638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 13,896 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 share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (3)) F3 · derivative.exercise_price: (continued from Footnote (2)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued. F1 · kind: Pursuant to the terms of the Class B Common Stock, the Reporting Person converted shares of Class B Common Stock into shares of Class A Common Stock. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (3)) F3 · derivative.exercise_date: (continued from Footnote (2)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (3)) F3 · derivative.expiration_date: (continued from Footnote (2)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued. Read SEC document |
| March 01, 2018 Filed Mar 1, 2018 21:05 UTC | APPIAN CORP APPN · Entity 4256 | Exercise / conversionClass B Common Stock · Derivative | 13,896 | $11.17 | $155,218.32 |
DisclosureSEC source: 0001441683-18-000029 · wf-form4_151993828001358.xml · derivative · entry 9 Kilberg Bobbie G · CIK 0001362638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,896 Underlying: Class A Common Stock · 13,896 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 share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (3)) F3 · derivative.exercise_price: (continued from Footnote (2)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (3)) F3 · derivative.exercise_date: (continued from Footnote (2)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (3)) F3 · derivative.expiration_date: (continued from Footnote (2)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued. Read SEC document |
| March 01, 2018 Filed Mar 1, 2018 21:05 UTC | APPIAN CORP APPN · Entity 4256 | Exercise / conversionStock Option (Right to Buy) · Derivative | 13,896 | $0.00 Strike: $11.17 | $0.00 |
DisclosureSEC source: 0001441683-18-000029 · wf-form4_151993828001358.xml · derivative · entry 8 Kilberg Bobbie G · CIK 0001362638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,000 Underlying: Class B Common Stock · 13,896 shares Expires 2027-01-31 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. F6 · derivative.exercise_date: Fully vested. Read SEC document |
| March 01, 2018 Filed Mar 1, 2018 21:05 UTC | APPIAN CORP APPN · Entity 4256 | SaleClass A Common Stock | 13,896 | $28.02 | $389,365.92 |
DisclosureSEC source: 0001441683-18-000029 · wf-form4_151993828001358.xml · nonDerivative · entry 4 Kilberg Bobbie G · CIK 0001362638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.00 to $28.19, inclusive. Read SEC document |
| March 01, 2018 Filed Mar 1, 2018 21:05 UTC | APPIAN CORP APPN · Entity 4256 | ConversionClass A Common Stock | 13,896 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001441683-18-000029 · wf-form4_151993828001358.xml · nonDerivative · entry 3 Kilberg Bobbie G · CIK 0001362638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,896 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 · kind: Pursuant to the terms of the Class B Common Stock, the Reporting Person converted shares of Class B Common Stock into shares of Class A Common Stock. F2 · price: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (3)) F3 · price: (continued from Footnote (2)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 21:05 UTC | APPIAN CORP APPN · Entity 4256 | ConversionClass B Common Stock · Derivative | 4,104 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-18-000029 · wf-form4_151993828001358.xml · derivative · entry 7 Kilberg Bobbie G · CIK 0001362638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,104 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 share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (3)) F3 · derivative.exercise_price: (continued from Footnote (2)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued. F1 · kind: Pursuant to the terms of the Class B Common Stock, the Reporting Person converted shares of Class B Common Stock into shares of Class A Common Stock. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (3)) F3 · derivative.exercise_date: (continued from Footnote (2)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (3)) F3 · derivative.expiration_date: (continued from Footnote (2)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 21:05 UTC | APPIAN CORP APPN · Entity 4256 | Exercise / conversionClass B Common Stock · Derivative | 4,104 | $11.17 | $45,841.68 |
DisclosureSEC source: 0001441683-18-000029 · wf-form4_151993828001358.xml · derivative · entry 6 Kilberg Bobbie G · CIK 0001362638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,104 Underlying: Class A Common Stock · 4,104 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 share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (3)) F3 · derivative.exercise_price: (continued from Footnote (2)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (3)) F3 · derivative.exercise_date: (continued from Footnote (2)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (3)) F3 · derivative.expiration_date: (continued from Footnote (2)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 21:05 UTC | APPIAN CORP APPN · Entity 4256 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,104 | $0.00 Strike: $11.17 | $0.00 |
DisclosureSEC source: 0001441683-18-000029 · wf-form4_151993828001358.xml · derivative · entry 5 Kilberg Bobbie G · CIK 0001362638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,896 Underlying: Class B Common Stock · 4,104 shares Expires 2027-01-31 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. F6 · derivative.exercise_date: Fully vested. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 21:05 UTC | APPIAN CORP APPN · Entity 4256 | SaleClass A Common Stock | 7,324 | $28.00 | $205,072.00 |
DisclosureSEC source: 0001441683-18-000029 · wf-form4_151993828001358.xml · nonDerivative · entry 2 Kilberg Bobbie G · CIK 0001362638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.00 to $28.01, inclusive. The Reporting Person undertakes to provide to Appian Corporation, any security holder of Appian Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (4) and (5) to this form. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 21:05 UTC | APPIAN CORP APPN · Entity 4256 | ConversionClass A Common Stock | 4,104 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001441683-18-000029 · wf-form4_151993828001358.xml · nonDerivative · entry 1 Kilberg Bobbie G · CIK 0001362638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,324 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 · kind: Pursuant to the terms of the Class B Common Stock, the Reporting Person converted shares of Class B Common Stock into shares of Class A Common Stock. F2 · price: Each share of Class B Common Stock is convertible at any time at the option of the holder into one share of Class A Common Stock and has no expiration date. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon (1) any transfer, whether or not for value and whether voluntary or involuntary or by operation of law, except for certain transfers described in the Issuer's certificate of incorporation, including, without limitation, certain transfers for tax and estate planning purposes or (continued to Footnote (3)) F3 · price: (continued from Footnote (2)) (2) the death or disability, as defined in the Issuer's certificate of incorporation, of the applicable Class B common stockholder (or nine months after the date of death or disability if the stockholder is one of the Issuer's founders). In addition, on the first trading day following the date on which the outstanding shares of Class B Common Stock represent less than 10% of the aggregate voting power of the Issuer's then outstanding capital stock, all outstanding shares of Class B Common Stock shall convert automatically into Class A Common Stock, and no additional shares of Class B Common Stock will be issued. Read SEC document |
| January 01, 2018 Filed Jan 2, 2018 12:45 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 555 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-18-000010 · wf-form4_151489711840156.xml · nonDerivative · entry 1 Kilberg Bobbie G · CIK 0001362638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,220 F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy approved by the Board of Directors on May 10, 2017. Read SEC document |
| October 01, 2017 Filed Oct 3, 2017 20:08 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 614 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-17-000008 · wf-form4_150706128694406.xml · nonDerivative · entry 1 Kilberg Bobbie G · CIK 0001362638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,665 F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy approved by the Board of Directors on May 10, 2017. Read SEC document |
| May 24, 2017 Filed May 26, 2017 20:38 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 2,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-035854 · doc4.xml · nonDerivative · entry 1 Kilberg Bobbie G · CIK 0001362638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,051 F1 · kind: These shares were granted under the Issuer's 2017 Equity Incentive Plan pursuant to the Issuer's Non-Employee Director Compensation Policy approved by the Board of Directors on May 10, 2017. 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.