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Schauser Klaus

Disclosed activity across 1 company

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SEC CIK
0001643445

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
APPFOLIO INCAPPF · Entity 363810% ownerNovember 17, 2025November 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeIndirectBy 1206 Family Trust505,000 Reported balance After 2025-11-17 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 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 $0.00IndirectBy 1206 Family Trust2,364,585 Reported balance After 2025-11-17 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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.