Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPIAN CORPAPPN · Entity 4256 | Director · General Manager | March 03, 2026 | March 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 March 03, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 313,937 |
Ending reported balance
After 2026-03-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-03 · Exercise / conversion · Acquired 3,770 · Balance 315,152 F1: Each Restricted Stock Unit ("RSU") converts into Class A Common Stock on a one-for-one basis. Row 2 · 2026-03-03 · Tax withholding · Disposed 1,215 · Balance 313,937 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-03 · Exercise / conversion · Disposed 3,770 · Balance 0 F4: 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). F5: The RSUs were granted on February 26, 2026, and vested immediately. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 9,120 |
Reported balance
Holding disclosure · report date 2026-03-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 9,120 F2: The reported securities are owned directly by The Robert C. Kramer Trust (the "Trust"). The Reporting Person is the sole trustee and beneficiary of the Trust. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 150,000 |
Reported balance
Holding disclosure · report date 2026-03-03 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 150,000 F3: The reported securities are owned by an irrevocable family trust (the "2023 Trust"), of which immediate family members are the trustee and beneficiary. |
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: The reported securities are owned directly by The Robert C. Kramer Trust (the "Trust"). The Reporting Person is the sole trustee and beneficiary of the Trust.
F3: The reported securities are owned by an irrevocable family trust (the "2023 Trust"), of which immediate family members are the trustee and beneficiary.
F4: 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).
F5: The RSUs were granted on February 26, 2026, and vested immediately.
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 |
|---|---|---|---|---|---|---|
| November 20, 2017 Filed Nov 21, 2017 08:32 UTC | APPIAN CORP APPN · Entity 4256 | SaleClass A Common Stock | 82,402 | $19.49 | $1,606,014.98 |
DisclosureSEC source: 0001441683-17-000046 · wf-form4_151127116633384.xml · nonDerivative · entry 2 Kramer Robert Charles · CIK 0001707249 · Director · General Manager 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F4 · ownership.nature: The reported securities are owned directly by The Robert C. Kramer Revocable Trust (the "Trust"). The Reporting Person is the sole trustee and beneficiary of the Trust. Read SEC document |
| November 20, 2017 Filed Nov 21, 2017 08:32 UTC | APPIAN CORP APPN · Entity 4256 | ConversionClass A Common Stock | 82,402 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001441683-17-000046 · wf-form4_151127116633384.xml · nonDerivative · entry 1 Kramer Robert Charles · CIK 0001707249 · Director · General Manager 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 82,402 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. F4 · ownership.nature: The reported securities are owned directly by The Robert C. Kramer Revocable Trust (the "Trust"). The Reporting Person is the sole trustee and beneficiary of the Trust. Read SEC document |
| October 25, 2017 Filed Oct 27, 2017 16:09 UTC | APPIAN CORP APPN · Entity 4256 | GrantRestricted Stock Unit · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001441683-17-000014 · wf-form4_150913497387069.xml · derivative · entry 1 Kramer Robert Charles · CIK 0001707249 · Director · General Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,670,000 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("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 will vest in five (5) equal annual installments commencing on the one-year anniversary of November 5, 2017, provided that the Reporting Person has provided continuous service to the Issuer through the vesting date. F2 · derivative.expiration_date: The RSUs will vest in five (5) equal annual installments commencing on the one-year anniversary of November 5, 2017, provided that the Reporting Person has provided continuous service to the Issuer through the vesting date. Read SEC document |
| May 31, 2017 Filed May 31, 2017 16:17 UTC | APPIAN CORP APPN · Entity 4256 | ConversionClass B Common Stock · Derivative | 120,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-036418 · doc4.xml · derivative · entry 2 Kramer Robert Charles · CIK 0001707249 · Director · General Manager 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,620,000 Underlying: Class A Common Stock · 120,000 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. F1 · derivative.exercise_price: Each share of Series A Convertible Preferred Stock converted into one share of the Issuer's Class B Common Stock upon the closing of the Issuer's initial public offering, and had no expiration date. F3 · 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 (4)) F4 · derivative.exercise_price: (continued from Footnote (3)) (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. F3 · 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 (4)) F4 · derivative.exercise_date: (continued from Footnote (3)) (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. F3 · 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 (4)) F4 · derivative.expiration_date: (continued from Footnote (3)) (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 · ownership.nature: The reported securities are owned directly by The Robert C. Kramer Trust (the "Trust"). The Reporting Person is the sole trustee and beneficiary of the Trust. Read SEC document |
| May 31, 2017 Filed May 31, 2017 16:17 UTC | APPIAN CORP APPN · Entity 4256 | ConversionSeries A Convertible Preferred Stock · Derivative | 120,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-036418 · doc4.xml · derivative · entry 1 Kramer Robert Charles · CIK 0001707249 · Director · General Manager 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Class B Common Stock · 120,000 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. F1 · derivative.exercise_price: Each share of Series A Convertible Preferred Stock converted into one share of the Issuer's Class B Common Stock upon the closing of the Issuer's initial public offering, and had no expiration date. F1 · derivative.exercise_date: Each share of Series A Convertible Preferred Stock converted into one share of the Issuer's Class B Common Stock upon the closing of the Issuer's initial public offering, and had no expiration date. F1 · derivative.expiration_date: Each share of Series A Convertible Preferred Stock converted into one share of the Issuer's Class B Common Stock upon the closing of the Issuer's initial public offering, and had no expiration date. F2 · ownership.nature: The reported securities are owned directly by The Robert C. Kramer Trust (the "Trust"). The Reporting Person is the sole trustee and beneficiary of the Trust. 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.