person · Reporting owner
Casey Robert Donald III
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPFOLIO INCAPPF · Entity 3638 | Director | August 01, 2025 | August 05, 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 August 01, 2025 · Filed August 05, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 28,399 |
Reported balance
After 2025-08-01 transaction · row 1
1 source rowRow 1 · 2025-08-01 · Grant · Acquired 39 · Balance 28,399 F1: Represents a grant of restricted stock units (RSUs) pursuant to the Issuer's 2025 Omnibus Incentive Plan made in connection with the Reporting Person's election to convert his cash retainer fees for service as a nonemployee director into RSUs in accordance with the Issuer's Nonemployee Director Deferred Compensation Plan. The RSUs will become payable and be settled in shares of Class A common stock on a future deferred payment date, subject to the Nonemployee Director Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units (RSUs) pursuant to the Issuer's 2025 Omnibus Incentive Plan made in connection with the Reporting Person's election to convert his cash retainer fees for service as a nonemployee director into RSUs in accordance with the Issuer's Nonemployee Director Deferred Compensation Plan. The RSUs will become payable and be settled in shares of Class A common stock on a future deferred payment date, subject to the Nonemployee Director Deferred Compensation Plan.
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 01, 2025 Filed Aug 5, 2025 17:25 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 39 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-25-000112 · wk-form4_1754429151.xml · nonDerivative · entry 1 Casey Robert Donald III · CIK 0002064926 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,399 F1 · shares: Represents a grant of restricted stock units (RSUs) pursuant to the Issuer's 2025 Omnibus Incentive Plan made in connection with the Reporting Person's election to convert his cash retainer fees for service as a nonemployee director into RSUs in accordance with the Issuer's Nonemployee Director Deferred Compensation Plan. The RSUs will become payable and be settled in shares of Class A common stock on a future deferred payment date, subject to the Nonemployee Director Deferred Compensation Plan. Read SEC document |
| June 27, 2025 Filed Jul 1, 2025 17:21 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 504 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-25-000099 · wk-form4_1751404899.xml · nonDerivative · entry 1 Casey Robert Donald III · CIK 0002064926 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,360 F1 · shares: Represents a grant of time-based restricted stock units ("RSUs") pursuant to the Issuer's 2025 Omnibus Incentive Plan. The RSUs vest in full on the first anniversary of the date of grant. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 17:18 UTC | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 4,000 | $217.73 | $870,920.00 |
DisclosureSEC source: 0001433195-25-000081 · wk-form4_1749503850.xml · nonDerivative · entry 1 Casey Robert Donald III · CIK 0002064926 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,856 F1 · price: This transaction was executed in multiple trades with share prices ranging from $217.39 to $217.86. The price reported above reflects the weighted average shares 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. Read SEC document |
| May 01, 2025 Filed May 5, 2025 19:19 UTC Amendment | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 45 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-25-000067 · wk-form4a_1746487176.xml · nonDerivative · entry 1 Casey Robert Donald III · CIK 0002064926 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,856 F1 · shares: Represents a grant of restricted stock units (RSUs) pursuant to the Issuer's 2025 Omnibus Incentive Plan made in connection with the Reporting Person's election to convert his cash retainer fees for service as a nonemployee director into RSUs in accordance with the Issuer's Nonemployee Director Deferred Compensation Plan. The RSUs will become payable and be settled in shares of Class A common stock on a future deferred payment date, subject to the Nonemployee Director Deferred Compensation Plan. Read SEC document |
| April 03, 2025 Filed Apr 21, 2025 18:55 UTC Amendment | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 1,141 | $0.00 | $0.00 |
DisclosureSEC source: 0001433195-25-000045 · wk-form4a_1745276106.xml · nonDerivative · entry 1 Casey Robert Donald III · CIK 0002064926 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,811 F1 · shares: Represents a grant of time-based restricted stock units ("RSUs") pursuant to the Issuer's 2025 Omnibus Incentive Plan. The RSUs vest 100% on the first anniversary of the date of grant. 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.