Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPFOLIO INCAPPF · Entity 3638 | 10% owner | November 17, 2025 | November 20, 2025 |
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 November 17, 2025 · Filed November 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy 1206 Family Trust | 505,000 |
Reported balance
After 2025-11-17 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-11-17 · Conversion · Acquired 505,000 · Balance 505,000 F1: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. |
| Class B Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy 1206 Family Trust | 2,364,585 |
Reported balance
After 2025-11-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-11-17 · Conversion · Disposed 505,000 · Balance 2,364,585 F2: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. F3: 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. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the Issuer's IPO to any partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F1: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees.
F2: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock.
F3: 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. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the Issuer's IPO to any partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration 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 |
|---|---|---|---|---|---|---|
| November 17, 2025 Filed Nov 20, 2025 02:13 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 505,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001643445-25-000006 · wk-form4_1763604793.xml · derivative · entry 2 Schauser Klaus · CIK 0001643445 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 2,364,585 Underlying: Class A Common Stock · 505,000 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. F2 · derivative.exercise_date: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. 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. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the Issuer's IPO to any partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F2 · derivative.expiration_date: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. 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. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the Issuer's IPO to any partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F1 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| November 17, 2025 Filed Nov 20, 2025 02:13 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 505,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001643445-25-000006 · wk-form4_1763604793.xml · nonDerivative · entry 1 Schauser Klaus · CIK 0001643445 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 505,000 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 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| August 01, 2025 Filed Aug 1, 2025 21:22 UTC | APPFOLIO INC APPF · Entity 3638 | GiftClass A Common Stock | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-25-000110 · wk-form4_1754083351.xml · nonDerivative · entry 10 Schauser Klaus · CIK 0001643445 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 0 F12 · shares: These shares were gifted pursuant to a plan adopted by the Reporting Person on or around March 12, 2024. F3 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Reporting Person and his spouse serve as co-trustees. Read SEC document |
| August 01, 2025 Filed Aug 1, 2025 21:22 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 200 | $305.00 | $61,000.00 |
DisclosureSEC source: 0001433195-25-000110 · wk-form4_1754083351.xml · nonDerivative · entry 9 Schauser Klaus · CIK 0001643445 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 300,000 F1 · shares: These shares were sold pursuant to a plan adopted by the Reporting Person on or around March 12, 2024. F11 · price: This transaction was executed in multiple trades with sales prices ranging from $305.00 to $305.99. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F3 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Reporting Person and his spouse serve as co-trustees. Read SEC document |
| August 01, 2025 Filed Aug 1, 2025 21:22 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 52 | $302.99 | $15,755.48 |
DisclosureSEC source: 0001433195-25-000110 · wk-form4_1754083351.xml · nonDerivative · entry 8 Schauser Klaus · CIK 0001643445 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 300,200 F1 · shares: These shares were sold pursuant to a plan adopted by the Reporting Person on or around March 12, 2024. F10 · price: This transaction was executed in multiple trades with sales prices ranging from $302.99 to $303.99. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F3 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Reporting Person and his spouse serve as co-trustees. Read SEC document |
| August 01, 2025 Filed Aug 1, 2025 21:22 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 748 | $300.00 | $224,400.00 |
DisclosureSEC source: 0001433195-25-000110 · wk-form4_1754083351.xml · nonDerivative · entry 7 Schauser Klaus · CIK 0001643445 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 300,252 F1 · shares: These shares were sold pursuant to a plan adopted by the Reporting Person on or around March 12, 2024. F9 · price: This transaction was executed in multiple trades with sales prices ranging from $300.00 to $300.99. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F3 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Reporting Person and his spouse serve as co-trustees. Read SEC document |
| August 01, 2025 Filed Aug 1, 2025 21:22 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 100 | $298.00 | $29,800.00 |
DisclosureSEC source: 0001433195-25-000110 · wk-form4_1754083351.xml · nonDerivative · entry 6 Schauser Klaus · CIK 0001643445 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 301,000 F1 · shares: These shares were sold pursuant to a plan adopted by the Reporting Person on or around March 12, 2024. F8 · price: This transaction was executed in multiple trades with sales prices ranging from $298.00 to $298.99. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F3 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Reporting Person and his spouse serve as co-trustees. Read SEC document |
| August 01, 2025 Filed Aug 1, 2025 21:22 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 100 | $295.17 | $29,517.00 |
DisclosureSEC source: 0001433195-25-000110 · wk-form4_1754083351.xml · nonDerivative · entry 5 Schauser Klaus · CIK 0001643445 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 301,100 F1 · shares: These shares were sold pursuant to a plan adopted by the Reporting Person on or around March 12, 2024. F7 · price: This transaction was executed in multiple trades with sales prices ranging from $295.08 to $296.07. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F3 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Reporting Person and his spouse serve as co-trustees. Read SEC document |
| August 01, 2025 Filed Aug 1, 2025 21:22 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 700 | $293.27 | $205,289.00 |
DisclosureSEC source: 0001433195-25-000110 · wk-form4_1754083351.xml · nonDerivative · entry 4 Schauser Klaus · CIK 0001643445 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 301,200 F1 · shares: These shares were sold pursuant to a plan adopted by the Reporting Person on or around March 12, 2024. F6 · price: This transaction was executed in multiple trades with sales prices ranging from $292.70 to $293.69. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F3 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Reporting Person and his spouse serve as co-trustees. Read SEC document |
| August 01, 2025 Filed Aug 1, 2025 21:22 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 800 | $291.31 | $233,048.00 |
DisclosureSEC source: 0001433195-25-000110 · wk-form4_1754083351.xml · nonDerivative · entry 3 Schauser Klaus · CIK 0001643445 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 301,900 F1 · shares: These shares were sold pursuant to a plan adopted by the Reporting Person on or around March 12, 2024. F5 · price: This transaction was executed in multiple trades with sales prices ranging from $291.17 to $292.16 The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F3 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Reporting Person and his spouse serve as co-trustees. Read SEC document |
| August 01, 2025 Filed Aug 1, 2025 21:22 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 200 | $290.30 | $58,060.00 |
DisclosureSEC source: 0001433195-25-000110 · wk-form4_1754083351.xml · nonDerivative · entry 2 Schauser Klaus · CIK 0001643445 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 302,700 F1 · shares: These shares were sold pursuant to a plan adopted by the Reporting Person on or around March 12, 2024. F4 · price: This transaction was executed in multiple trades with sales prices ranging from $290.00 to $290.99. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F3 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Reporting Person and his spouse serve as co-trustees. Read SEC document |
| August 01, 2025 Filed Aug 1, 2025 21:22 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 100 | $285.41 | $28,541.00 |
DisclosureSEC source: 0001433195-25-000110 · wk-form4_1754083351.xml · nonDerivative · entry 1 Schauser Klaus · CIK 0001643445 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 302,900 F1 · shares: These shares were sold pursuant to a plan adopted by the Reporting Person on or around March 12, 2024. F2 · price: This transaction was executed in multiple trades with sales prices ranging from $285.41 to $286.40. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F3 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Reporting Person and his spouse serve as co-trustees. Read SEC document |
| July 22, 2024 Filed Jul 24, 2024 17:04 UTC | APPFOLIO INC APPF · Entity 3638 | GiftClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-24-000094 · wk-form4_1721840678.xml · nonDerivative · entry 2 Schauser Klaus · CIK 0001643445 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 303,000 F3 · shares: These shares were gifted pursuant to a plan adopted by the Reporting Person on or around March 12, 2024. F2 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Reporting Person and his spouse serve as co-trustees. Read SEC document |
| July 22, 2024 Filed Jul 24, 2024 17:04 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,000 | $270.00 | $270,000.00 |
DisclosureSEC source: 0001433195-24-000094 · wk-form4_1721840678.xml · nonDerivative · entry 1 Schauser Klaus · CIK 0001643445 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 403,000 F1 · shares: These shares were sold pursuant to a plan adopted by the Reporting Person on or around March 12, 2024. F2 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Reporting Person and his spouse serve as co-trustees. Read SEC document |
| July 12, 2024 Filed Jul 16, 2024 20:00 UTC | APPFOLIO INC APPF · Entity 3638 | GiftClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-24-000092 · wk-form4_1721160029.xml · nonDerivative · entry 2 Schauser Klaus · CIK 0001643445 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 404,000 F3 · shares: These shares were gifted pursuant to a plan adopted by the Reporting Person on or around March 12, 2024. F2 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| July 12, 2024 Filed Jul 16, 2024 20:00 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,000 | $260.00 | $260,000.00 |
DisclosureSEC source: 0001433195-24-000092 · wk-form4_1721160029.xml · nonDerivative · entry 1 Schauser Klaus · CIK 0001643445 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 504,000 F1 · shares: These shares were sold pursuant to a plan adopted by the Reporting Person on or around March 12, 2024. F2 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| June 25, 2024 Filed Jun 27, 2024 21:16 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 505,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001433195-24-000078 · wk-form4_1719522992.xml · derivative · entry 2 Schauser Klaus · CIK 0001643445 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 2,869,585 Underlying: Class A Common Stock · 505,000 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. 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. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the Issuer's IPO to any partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F3 · derivative.exercise_date: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. 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. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the Issuer's IPO to any partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F3 · derivative.expiration_date: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. F1 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| June 25, 2024 Filed Jun 27, 2024 21:16 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 505,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-24-000078 · wk-form4_1719522992.xml · nonDerivative · entry 1 Schauser Klaus · CIK 0001643445 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 505,000 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 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| March 27, 2024 Filed Mar 29, 2024 20:28 UTC | APPFOLIO INC APPF · Entity 3638 | GiftClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-24-000047 · wk-form4_1711744091.xml · nonDerivative · entry 1 Schauser Klaus · CIK 0001643445 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 0 F1 · shares: Gift made pursuant to a plan adopted on September 15, 2023. F2 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 21:01 UTC | APPFOLIO INC APPF · Entity 3638 | GiftClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-24-000035 · wk-form4_1707944439.xml · nonDerivative · entry 1 Schauser Klaus · CIK 0001643445 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 100,000 F1 · shares: Gift made pursuant to a plan adopted on September 15, 2023. F2 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| January 30, 2024 Filed Jan 31, 2024 22:47 UTC | APPFOLIO INC APPF · Entity 3638 | GiftClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-24-000017 · wk-form4_1706741224.xml · nonDerivative · entry 2 Schauser Klaus · CIK 0001643445 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 200,000 F1 · balance_after: Gift made pursuant to a plan adopted on September 15, 2023. F2 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 22:47 UTC | APPFOLIO INC APPF · Entity 3638 | GiftClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-24-000017 · wk-form4_1706741224.xml · nonDerivative · entry 1 Schauser Klaus · CIK 0001643445 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 300,000 F1 · balance_after: Gift made pursuant to a plan adopted on September 15, 2023. F2 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| November 16, 2023 Filed Nov 18, 2023 01:01 UTC | APPFOLIO INC APPF · Entity 3638 | GiftClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-23-000135 · wk-form4_1700269266.xml · nonDerivative · entry 1 Schauser Klaus · CIK 0001643445 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 400,000 F1 · shares: Gift made pursuant to a plan adopted on September 15, 2023. F2 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 15:49 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 500,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001433195-23-000118 · wk-form4_1694792969.xml · derivative · entry 2 Schauser Klaus · CIK 0001643445 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 3,374,585 Underlying: Class A Common Stock · 500,000 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. 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. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the Issuer's IPO to any partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F3 · derivative.exercise_date: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. 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. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the Issuer's IPO to any partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F3 · derivative.expiration_date: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. F1 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 15:49 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-23-000118 · wk-form4_1694792969.xml · nonDerivative · entry 1 Schauser Klaus · CIK 0001643445 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 500,000 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 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| September 05, 2023 Filed Sep 7, 2023 22:06 UTC | APPFOLIO INC APPF · Entity 3638 | GiftClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-23-000115 · wk-form4_1694124228.xml · nonDerivative · entry 1 Schauser Klaus · CIK 0001643445 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 0 F1 · shares: Gift made pursuant to a 10b5-1 plan adopted on November 25, 2020. F2 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| July 17, 2023 Filed Jul 19, 2023 19:23 UTC | APPFOLIO INC APPF · Entity 3638 | GiftClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-23-000089 · wk-form4_1689794601.xml · nonDerivative · entry 1 Schauser Klaus · CIK 0001643445 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 100,000 F1 · shares: Gift made pursuant to a 10b5-1 plan adopted on November 25, 2020. F2 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| December 22, 2020 Filed Feb 13, 2021 01:03 UTC | APPFOLIO INC APPF · Entity 3638 | GiftClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-21-000011 · wf-form5_161317821047439.xml · nonDerivative · entry 8 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 200,000 F1 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| December 10, 2020 Filed Feb 13, 2021 01:03 UTC | APPFOLIO INC APPF · Entity 3638 | GiftClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-21-000011 · wf-form5_161317821047439.xml · nonDerivative · entry 7 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 300,000 F1 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| December 09, 2020 Filed Feb 13, 2021 01:03 UTC | APPFOLIO INC APPF · Entity 3638 | GiftClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-21-000011 · wf-form5_161317821047439.xml · nonDerivative · entry 6 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 400,000 F1 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| December 08, 2020 Filed Feb 13, 2021 01:03 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 500,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001433195-21-000011 · wf-form5_161317821047439.xml · derivative · entry 11 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 3,874,585 Underlying: Class A Common Stock · 500,000 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. 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. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the Issuer's IPO to any partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F3 · derivative.exercise_date: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. 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. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the Issuer's IPO to any partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F3 · derivative.expiration_date: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. F1 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| December 08, 2020 Filed Feb 13, 2021 01:03 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-21-000011 · wf-form5_161317821047439.xml · nonDerivative · entry 5 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 500,000 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 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| September 17, 2020 Filed Feb 13, 2021 01:03 UTC | APPFOLIO INC APPF · Entity 3638 | GiftClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-21-000011 · wf-form5_161317821047439.xml · nonDerivative · entry 4 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 0 F1 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| September 16, 2020 Filed Feb 13, 2021 01:03 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 100,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001433195-21-000011 · wf-form5_161317821047439.xml · derivative · entry 10 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 4,374,585 Underlying: Class A Common Stock · 100,000 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. 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. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the Issuer's IPO to any partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F3 · derivative.exercise_date: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. 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. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the Issuer's IPO to any partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F3 · derivative.expiration_date: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. F1 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| September 16, 2020 Filed Feb 13, 2021 01:03 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-21-000011 · wf-form5_161317821047439.xml · nonDerivative · entry 3 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 100,000 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 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| August 26, 2020 Filed Aug 27, 2020 23:59 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 5,125 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001433195-20-000073 · wf-form4_159857270990612.xml · derivative · entry 11 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 4,574,585 Underlying: Class A Common Stock · 5,125 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. F10 · 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. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer that occurs after the consummation of the IPO, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the IPO to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F11 · derivative.exercise_date: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. F10 · 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. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer that occurs after the consummation of the IPO, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the IPO to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F11 · derivative.expiration_date: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. F1 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| August 26, 2020 Filed Aug 27, 2020 23:59 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 7 | $176.70 | $1,236.87 |
DisclosureSEC source: 0001433195-20-000073 · wf-form4_159857270990612.xml · nonDerivative · entry 9 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 0 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan previously adopted by Mr. Schauser. F9 · price: This transaction was executed in multiple trades with sales prices ranging from $176.61 to $176.71. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F1 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| August 26, 2020 Filed Aug 27, 2020 23:59 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,435 | $175.86 | $252,362.26 |
DisclosureSEC source: 0001433195-20-000073 · wf-form4_159857270990612.xml · nonDerivative · entry 8 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 7 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan previously adopted by Mr. Schauser. F8 · price: This transaction was executed in multiple trades with sales prices ranging from $175.51 to $176.45. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F1 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| August 26, 2020 Filed Aug 27, 2020 23:59 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 2,585 | $174.94 | $452,232.57 |
DisclosureSEC source: 0001433195-20-000073 · wf-form4_159857270990612.xml · nonDerivative · entry 7 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 1,442 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan previously adopted by Mr. Schauser. F7 · price: This transaction was executed in multiple trades with sales prices ranging from $174.46 to $175.40. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F1 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| August 26, 2020 Filed Aug 27, 2020 23:59 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 632 | $174.13 | $110,051.11 |
DisclosureSEC source: 0001433195-20-000073 · wf-form4_159857270990612.xml · nonDerivative · entry 6 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 4,027 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan previously adopted by Mr. Schauser. F6 · price: This transaction was executed in multiple trades with sales prices ranging from $173.35 to $174.33. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F1 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| August 26, 2020 Filed Aug 27, 2020 23:59 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 466 | $172.86 | $80,554.58 |
DisclosureSEC source: 0001433195-20-000073 · wf-form4_159857270990612.xml · nonDerivative · entry 5 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 4,659 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan previously adopted by Mr. Schauser. F5 · price: This transaction was executed in multiple trades with sales prices ranging from $172.33 to $173.29. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F1 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| August 26, 2020 Filed Aug 27, 2020 23:59 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 5,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-20-000073 · wf-form4_159857270990612.xml · nonDerivative · entry 4 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 5,125 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 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| August 25, 2020 Filed Aug 27, 2020 23:59 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 9,385 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001433195-20-000073 · wf-form4_159857270990612.xml · derivative · entry 10 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 4,579,710 Underlying: Class A Common Stock · 9,385 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. F10 · 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. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer that occurs after the consummation of the IPO, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the IPO to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F11 · derivative.exercise_date: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. F10 · 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. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer that occurs after the consummation of the IPO, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the IPO to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F11 · derivative.expiration_date: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. F1 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| August 25, 2020 Filed Aug 27, 2020 23:59 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 2,996 | $171.33 | $513,306.48 |
DisclosureSEC source: 0001433195-20-000073 · wf-form4_159857270990612.xml · nonDerivative · entry 3 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 0 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan previously adopted by Mr. Schauser. F4 · price: This transaction was executed in multiple trades with sales prices ranging from $171.02 to $171.81. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F1 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| August 25, 2020 Filed Aug 27, 2020 23:59 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 6,389 | $170.36 | $1,088,447.93 |
DisclosureSEC source: 0001433195-20-000073 · wf-form4_159857270990612.xml · nonDerivative · entry 2 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 2,996 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan previously adopted by Mr. Schauser. F3 · price: This transaction was executed in multiple trades with sales prices ranging from $170.00 to $170.97. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F1 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| August 25, 2020 Filed Aug 27, 2020 23:59 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 9,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-20-000073 · wf-form4_159857270990612.xml · nonDerivative · entry 1 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 9,385 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 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| August 24, 2020 Filed Aug 25, 2020 00:00 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 1,104 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001433195-20-000071 · wf-form4_159831363171720.xml · derivative · entry 6 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 4,589,095 Underlying: Class A Common Stock · 1,104 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. F5 · 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. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer that occurs after the consummation of the IPO, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the IPO to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F6 · derivative.exercise_date: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. F5 · 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. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer that occurs after the consummation of the IPO, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the IPO to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F6 · derivative.expiration_date: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. F1 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| August 24, 2020 Filed Aug 25, 2020 00:00 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,104 | $170.22 | $187,926.96 |
DisclosureSEC source: 0001433195-20-000071 · wf-form4_159831363171720.xml · nonDerivative · entry 4 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 0 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan previously adopted by Mr. Schauser. F4 · price: This transaction was executed in multiple trades with sales prices ranging from $170.05 to $170.54. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F1 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| August 24, 2020 Filed Aug 25, 2020 00:00 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 1,104 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-20-000071 · wf-form4_159831363171720.xml · nonDerivative · entry 3 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 1,104 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 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. Read SEC document |
| August 20, 2020 Filed Aug 25, 2020 00:00 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 4,761 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001433195-20-000071 · wf-form4_159831363171720.xml · derivative · entry 5 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 4,590,199 Underlying: Class A Common Stock · 4,761 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. F5 · 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. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer that occurs after the consummation of the IPO, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the IPO to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F6 · derivative.exercise_date: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. F5 · 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. In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock upon any transfer that occurs after the consummation of the IPO, except for any transfers by (i) a partnership or limited liability company that was a registered holder of shares of Class B Common Stock at the effective time of the IPO to anyone who was a partner or member of any such partnership or limited liability company at the effective time, and (ii) a transfer to a "qualified recipient," as defined in the Issuer's amended and restated certificate of incorporation. The shares of Class B Common Stock have no expiration date. F6 · derivative.expiration_date: All outstanding shares of Class B Common Stock will convert automatically into shares of Class A Common Stock, on a one share for one share basis, on the date when the number of the Issuer's outstanding shares of Class B Common Stock represents less than 10% of the sum of its outstanding shares of Class A Common Stock and Class B Common Stock. F1 · ownership.nature: Shares are held by 1206 Family Trust dated December 13, 2002, of which Mr. Schauser and his spouse serve as co-trustees. 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.