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 |
|---|---|---|---|---|---|---|
| August 20, 2020 Filed Aug 25, 2020 00:00 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 4,761 | $170.14 | $810,051.78 |
DisclosureSEC source: 0001433195-20-000071 · wf-form4_159831363171720.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: 0 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 $170.71. 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 20, 2020 Filed Aug 25, 2020 00:00 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 4,761 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-20-000071 · wf-form4_159831363171720.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: 4,761 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 06, 2020 Filed Aug 11, 2020 00:42 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 9,625 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001433195-20-000069 · wf-form4_159710653575893.xml · derivative · entry 4 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 4,594,960 Underlying: Class A Common Stock · 9,625 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 06, 2020 Filed Aug 11, 2020 00:42 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 384 | $171.02 | $65,672.95 |
DisclosureSEC source: 0001433195-20-000069 · wf-form4_159710653575893.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 $171.16. 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. 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 06, 2020 Filed Aug 11, 2020 00:42 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 9,241 | $170.48 | $1,575,404.76 |
DisclosureSEC source: 0001433195-20-000069 · wf-form4_159710653575893.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: 384 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 $170.95. 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 06, 2020 Filed Aug 11, 2020 00:42 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 9,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-20-000069 · wf-form4_159710653575893.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: 9,625 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 |
| July 20, 2020 Filed Jul 22, 2020 23:56 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 15,798 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001433195-20-000052 · wf-form4_159546215842667.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: 4,604,585 Underlying: Class A Common Stock · 15,798 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. F7 · 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. F8 · 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. F7 · 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. F8 · 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 |
| July 20, 2020 Filed Jul 22, 2020 23:56 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 2,886 | $153.62 | $443,355.11 |
DisclosureSEC source: 0001433195-20-000052 · wf-form4_159546215842667.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: 0 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 $153.31 to $154.27. 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 |
| July 20, 2020 Filed Jul 22, 2020 23:56 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 9,135 | $152.91 | $1,396,814.58 |
DisclosureSEC source: 0001433195-20-000052 · wf-form4_159546215842667.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: 2,886 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 $152.31 to $153.30. 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 |
| July 20, 2020 Filed Jul 22, 2020 23:56 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 2,477 | $151.74 | $375,868.15 |
DisclosureSEC source: 0001433195-20-000052 · wf-form4_159546215842667.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: 12,021 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 $151.24 to $152.21. 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 |
| July 20, 2020 Filed Jul 22, 2020 23:56 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,300 | $150.53 | $195,683.28 |
DisclosureSEC source: 0001433195-20-000052 · wf-form4_159546215842667.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: 14,498 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 $150.13 to $150.89. 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 |
| July 20, 2020 Filed Jul 22, 2020 23:56 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 15,798 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-20-000052 · wf-form4_159546215842667.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: 15,798 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 |
| July 15, 2020 Filed Jul 16, 2020 00:07 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 700 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001433195-20-000046 · wf-form4_159485801970234.xml · derivative · entry 20 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 4,620,383 Underlying: Class A Common Stock · 700 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. F17 · 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. F18 · 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. F17 · 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. F18 · 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 |
| July 15, 2020 Filed Jul 16, 2020 00:07 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 120 | $151.58 | $18,189.00 |
DisclosureSEC source: 0001433195-20-000046 · wf-form4_159485801970234.xml · nonDerivative · entry 17 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 adopted by Mr. Schauser on or around June 8, 2020. F16 · price: This transaction was executed in multiple trades with sales prices ranging from $151.00 to $151.69. 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. 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 |
| July 15, 2020 Filed Jul 16, 2020 00:07 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 580 | $150.15 | $87,088.57 |
DisclosureSEC source: 0001433195-20-000046 · wf-form4_159485801970234.xml · nonDerivative · entry 16 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 120 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Schauser on or around June 8, 2020. F15 · price: This transaction was executed in multiple trades with sales prices ranging from $150.00 to $150.57. 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 |
| July 15, 2020 Filed Jul 16, 2020 00:07 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-20-000046 · wf-form4_159485801970234.xml · nonDerivative · entry 15 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 700 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 |
| July 14, 2020 Filed Jul 16, 2020 00:07 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 5,749 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001433195-20-000046 · wf-form4_159485801970234.xml · derivative · entry 19 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 4,621,083 Underlying: Class A Common Stock · 5,749 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. F17 · 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. F18 · 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. F17 · 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. F18 · 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 |
| July 14, 2020 Filed Jul 16, 2020 00:07 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 5,749 | $150.24 | $863,715.96 |
DisclosureSEC source: 0001433195-20-000046 · wf-form4_159485801970234.xml · nonDerivative · entry 14 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 adopted by Mr. Schauser on or around June 8, 2020. F14 · price: This transaction was executed in multiple trades with sales prices ranging from $150.00 to $150.69. 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. 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 |
| July 14, 2020 Filed Jul 16, 2020 00:07 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 5,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-20-000046 · wf-form4_159485801970234.xml · nonDerivative · entry 13 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 5,749 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 |
| July 13, 2020 Filed Jul 16, 2020 00:07 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 37,753 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001433195-20-000046 · wf-form4_159485801970234.xml · derivative · entry 18 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 4,626,832 Underlying: Class A Common Stock · 37,753 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. F17 · 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. F18 · 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. F17 · 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. F18 · 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 |
| July 13, 2020 Filed Jul 16, 2020 00:07 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 200 | $161.58 | $32,315.24 |
DisclosureSEC source: 0001433195-20-000046 · wf-form4_159485801970234.xml · nonDerivative · entry 12 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 adopted by Mr. Schauser on or around June 8, 2020. F13 · price: This transaction was executed in multiple trades with sales prices ranging from $161.43 to $161.59. 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 |
| July 13, 2020 Filed Jul 16, 2020 00:07 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 885 | $159.96 | $141,565.75 |
DisclosureSEC source: 0001433195-20-000046 · wf-form4_159485801970234.xml · nonDerivative · entry 11 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 200 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Schauser on or around June 8, 2020. F12 · price: This transaction was executed in multiple trades with sales prices ranging from $159.39 to $160.38. 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 |
| July 13, 2020 Filed Jul 16, 2020 00:07 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 2,109 | $158.73 | $334,758.20 |
DisclosureSEC source: 0001433195-20-000046 · wf-form4_159485801970234.xml · nonDerivative · entry 10 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 1,085 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Schauser on or around June 8, 2020. F11 · price: This transaction was executed in multiple trades with sales prices ranging from $158.20 to $159.19. 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 |
| July 13, 2020 Filed Jul 16, 2020 00:07 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 2,528 | $157.64 | $398,523.53 |
DisclosureSEC source: 0001433195-20-000046 · wf-form4_159485801970234.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: 3,194 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Schauser on or around June 8, 2020. F10 · price: This transaction was executed in multiple trades with sales prices ranging from $157.18 to $158.14. 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 |
| July 13, 2020 Filed Jul 16, 2020 00:07 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 7,835 | $156.59 | $1,226,858.36 |
DisclosureSEC source: 0001433195-20-000046 · wf-form4_159485801970234.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: 5,722 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Schauser on or around June 8, 2020. F9 · price: This transaction was executed in multiple trades with sales prices ranging from $156.18 to $157.14. 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 |
| July 13, 2020 Filed Jul 16, 2020 00:07 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 5,339 | $155.79 | $831,751.60 |
DisclosureSEC source: 0001433195-20-000046 · wf-form4_159485801970234.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: 13,557 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Schauser on or around June 8, 2020. F8 · price: This transaction was executed in multiple trades with sales prices ranging from $155.18 to $156.17. 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 |
| July 13, 2020 Filed Jul 16, 2020 00:07 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 4,822 | $154.63 | $745,630.20 |
DisclosureSEC source: 0001433195-20-000046 · wf-form4_159485801970234.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: 18,896 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Schauser on or around June 8, 2020. F7 · price: This transaction was executed in multiple trades with sales prices ranging from $154.15 to $155.10. 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 |
| July 13, 2020 Filed Jul 16, 2020 00:07 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 3,686 | $153.44 | $565,580.21 |
DisclosureSEC source: 0001433195-20-000046 · wf-form4_159485801970234.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: 23,718 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Schauser on or around June 8, 2020. F6 · price: This transaction was executed in multiple trades with sales prices ranging from $153.02 to $153.93. 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 |
| July 13, 2020 Filed Jul 16, 2020 00:07 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,395 | $152.52 | $212,763.17 |
DisclosureSEC source: 0001433195-20-000046 · wf-form4_159485801970234.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: 27,404 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Schauser on or around June 8, 2020. F5 · price: This transaction was executed in multiple trades with sales prices ranging from $152.00 to $152.87. 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 |
| July 13, 2020 Filed Jul 16, 2020 00:07 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 3,110 | $151.33 | $470,624.17 |
DisclosureSEC source: 0001433195-20-000046 · wf-form4_159485801970234.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: 28,799 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Schauser on or around June 8, 2020. F4 · price: This transaction was executed in multiple trades with sales prices ranging from $151.00 to $151.93. 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 |
| July 13, 2020 Filed Jul 16, 2020 00:07 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 5,844 | $150.41 | $878,973.25 |
DisclosureSEC source: 0001433195-20-000046 · wf-form4_159485801970234.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: 31,909 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Schauser on or around June 8, 2020. F3 · price: This transaction was executed in multiple trades with sales prices ranging from $150.00 to $150.94. 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 |
| July 13, 2020 Filed Jul 16, 2020 00:07 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 37,753 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-20-000046 · wf-form4_159485801970234.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: 37,753 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 |
| June 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 2 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 |
| June 19, 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 9 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 4,474,585 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 |
| June 19, 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 1 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 |
| June 08, 2020 Filed Jun 11, 2020 00:02 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 30,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001433195-20-000038 · wf-form4_159183372407863.xml · derivative · entry 15 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 4,664,585 Underlying: Class A Common Stock · 30,000 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. F15 · 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. F16 · 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. F15 · 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. F16 · 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 08, 2020 Filed Jun 11, 2020 00:02 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 200 | $173.15 | $34,630.00 |
DisclosureSEC source: 0001433195-20-000038 · wf-form4_159183372407863.xml · nonDerivative · entry 14 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 adopted by Mr. Schauser on or around May 6, 2020. 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 08, 2020 Filed Jun 11, 2020 00:02 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 200 | $171.61 | $34,322.92 |
DisclosureSEC source: 0001433195-20-000038 · wf-form4_159183372407863.xml · nonDerivative · entry 13 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 200 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Schauser on or around May 6, 2020. F14 · price: This transaction was executed in multiple trades with sales prices ranging from $171.48 to $171.92. 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 |
| June 08, 2020 Filed Jun 11, 2020 00:02 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 237 | $169.81 | $40,245.56 |
DisclosureSEC source: 0001433195-20-000038 · wf-form4_159183372407863.xml · nonDerivative · entry 12 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 400 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Schauser on or around May 6, 2020. F13 · price: This transaction was executed in multiple trades with sales prices ranging from $169.65 to $170.29. 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 |
| June 08, 2020 Filed Jun 11, 2020 00:02 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 463 | $169.04 | $78,267.79 |
DisclosureSEC source: 0001433195-20-000038 · wf-form4_159183372407863.xml · nonDerivative · entry 11 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 637 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Schauser on or around May 6, 2020. F12 · price: This transaction was executed in multiple trades with sales prices ranging from $168.60 to $169.59. 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 |
| June 08, 2020 Filed Jun 11, 2020 00:02 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,028 | $167.45 | $172,143.12 |
DisclosureSEC source: 0001433195-20-000038 · wf-form4_159183372407863.xml · nonDerivative · entry 10 Schauser Klaus · CIK 0001643445 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1206 Family Trust Disclosed balance after: 1,100 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Schauser on or around May 6, 2020. F11 · price: This transaction was executed in multiple trades with sales prices ranging from $167.06 to $167.76. 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 |
| June 08, 2020 Filed Jun 11, 2020 00:02 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,295 | $166.51 | $215,634.72 |
DisclosureSEC source: 0001433195-20-000038 · wf-form4_159183372407863.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: 2,128 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Schauser on or around May 6, 2020. F10 · price: This transaction was executed in multiple trades with sales prices ranging from $166.05 to $167.01. 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 |
| June 08, 2020 Filed Jun 11, 2020 00:02 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 2,269 | $165.21 | $374,856.50 |
DisclosureSEC source: 0001433195-20-000038 · wf-form4_159183372407863.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: 3,423 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Schauser on or around May 6, 2020. F9 · price: This transaction was executed in multiple trades with sales prices ranging from $164.81 to $165.64. 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 |
| June 08, 2020 Filed Jun 11, 2020 00:02 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,116 | $164.33 | $183,393.73 |
DisclosureSEC source: 0001433195-20-000038 · wf-form4_159183372407863.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: 5,692 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Schauser on or around May 6, 2020. F8 · price: This transaction was executed in multiple trades with sales prices ranging from $163.79 to $164.75. 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 |
| June 08, 2020 Filed Jun 11, 2020 00:02 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 2,190 | $163.22 | $357,459.25 |
DisclosureSEC source: 0001433195-20-000038 · wf-form4_159183372407863.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: 6,808 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Schauser on or around May 6, 2020. F7 · price: This transaction was executed in multiple trades with sales prices ranging from $162.77 to $163.73. 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 |
| June 08, 2020 Filed Jun 11, 2020 00:02 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 5,701 | $162.08 | $924,016.37 |
DisclosureSEC source: 0001433195-20-000038 · wf-form4_159183372407863.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: 8,998 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Schauser on or around May 6, 2020. F6 · price: This transaction was executed in multiple trades with sales prices ranging from $161.75 to $162.64. 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 |
| June 08, 2020 Filed Jun 11, 2020 00:02 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 9,299 | $161.32 | $1,500,117.47 |
DisclosureSEC source: 0001433195-20-000038 · wf-form4_159183372407863.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: 14,699 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Schauser on or around May 6, 2020. F5 · price: This transaction was executed in multiple trades with sales prices ranging from $160.72 to $161.70. 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 |
| June 08, 2020 Filed Jun 11, 2020 00:02 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 2,059 | $160.24 | $329,925.92 |
DisclosureSEC source: 0001433195-20-000038 · wf-form4_159183372407863.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: 23,998 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Schauser on or around May 6, 2020. F4 · price: This transaction was executed in multiple trades with sales prices ranging from $159.72 to $160.69. 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. 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 08, 2020 Filed Jun 11, 2020 00:02 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 3,943 | $159.41 | $628,537.07 |
DisclosureSEC source: 0001433195-20-000038 · wf-form4_159183372407863.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: 26,057 F2 · shares: These shares were sold pursuant to a Rule 10b5-1 Plan adopted by Mr. Schauser on or around May 6, 2020. F3 · price: This transaction was executed in multiple trades with sales prices ranging from $158.72 to $159.68. 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 |
| June 08, 2020 Filed Jun 11, 2020 00:02 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-20-000038 · wf-form4_159183372407863.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: 30,000 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.