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 | 4,317 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 886 · Balance 4,317 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. |
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.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 3, 2026 00:13 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 886 | $0.00 | $0.00 |
DisclosureSEC source: 0002109287-26-000008 · wk-form4_1790972021.xml · nonDerivative · entry 1 Link David Forrest · CIK 0002109287 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,317 F1 · kind: 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. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 18:07 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 1,364 | $0.00 | $0.00 |
DisclosureSEC source: 0002109287-26-000007 · wk-form4_1783015647.xml · nonDerivative · entry 1 Link David Forrest · CIK 0002109287 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,431 F1 · kind: 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. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:12 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 1,296 | $0.00 | $0.00 |
DisclosureSEC source: 0002109287-26-000006 · wk-form4_1775160742.xml · nonDerivative · entry 1 Link David Forrest · CIK 0002109287 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,067 F1 · kind: 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. Read SEC document |
| February 04, 2026 Filed Feb 4, 2026 21:02 UTC | APPIAN CORP APPN · Entity 4256 | GrantClass A Common Stock | 771 | $0.00 | $0.00 |
DisclosureSEC source: 0002109287-26-000004 · wk-form4_1770238959.xml · nonDerivative · entry 1 Link David Forrest · CIK 0002109287 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 771 F1 · kind: 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. 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.