Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPFOLIO INCAPPF · Entity 3638 | Director | June 05, 2025 | June 09, 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 June 05, 2025 · Filed June 09, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 22,000 |
Ending reported balance
After 2025-06-09 transaction · row 9
9 source rows · reconciled sequenceRow 1 · 2025-06-05 · Purchase · Acquired 3,100 · Balance 3,100 F1: This price reflects the weighted average price at which these shares were purchased. The shares were purchased in multiple transactions at prices ranging from $215.66 to $216.33, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Row 2 · 2025-06-05 · Purchase · Acquired 4,400 · Balance 7,500 F2: This price reflects the weighted average price at which these shares were purchased. The shares were purchased in multiple transactions at prices ranging from $217.02 to $218.02, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Row 3 · 2025-06-06 · Purchase · Acquired 1,789 · Balance 9,289 F3: This price reflects the weighted average price at which these shares were purchased. The shares were purchased in multiple transactions at prices ranging from $214.67 to $215.60, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Row 4 · 2025-06-06 · Purchase · Acquired 1,116 · Balance 10,405 F4: This price reflects the weighted average price at which these shares were purchased. The shares were purchased in multiple transactions at prices ranging from $215.70 to $216.69, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Row 5 · 2025-06-06 · Purchase · Acquired 4,420 · Balance 14,825 F5: This price reflects the weighted average price at which these shares were purchased. The shares were purchased in multiple transactions at prices ranging from $216.70 to $217.68, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Row 6 · 2025-06-06 · Purchase · Acquired 175 · Balance 15,000 Row 7 · 2025-06-09 · Purchase · Acquired 2,029 · Balance 17,029 F6: This price reflects the weighted average price at which these shares were purchased. The shares were purchased in multiple transactions at prices ranging from $216.54 to $217.53, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Row 8 · 2025-06-09 · Purchase · Acquired 4,372 · Balance 21,401 F7: This price reflects the weighted average price at which these shares were purchased. The shares were purchased in multiple transactions at prices ranging from $217.55 to $218.53, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Row 9 · 2025-06-09 · Purchase · Acquired 599 · Balance 22,000 F8: This price reflects the weighted average price at which these shares were purchased. The shares were purchased in multiple transactions at prices ranging from $218.64 to $218.87, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. |
| Class B Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 417,290 |
Reported balance
Holding disclosure · report date 2025-06-05 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 417,290 F9: Each share of the Issuer's Class B Common Stock ("Class B Share") is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Common Stock ("Class A Share"). In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F10: (Continued from Footnote 10) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. |
| Class B Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Family Trust | 446,000 |
Reported balance
Holding disclosure · report date 2025-06-05 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 446,000 F9: Each share of the Issuer's Class B Common Stock ("Class B Share") is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Common Stock ("Class A Share"). In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F10: (Continued from Footnote 10) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. |
| Class B Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectSee footnote. | 40,000 |
Reported balance
Holding disclosure · report date 2025-06-05 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 40,000 F9: Each share of the Issuer's Class B Common Stock ("Class B Share") is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Common Stock ("Class A Share"). In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F10: (Continued from Footnote 10) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. F11: These Class B Shares are held in two limited partnerships, of which the Report Person acts as manager. The Reporting Person maintains sole voting and dispositive power over these Class B Shares. The Reporting Person disclaims any beneficial ownership over these shares except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: This price reflects the weighted average price at which these shares were purchased. The shares were purchased in multiple transactions at prices ranging from $215.66 to $216.33, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
F2: This price reflects the weighted average price at which these shares were purchased. The shares were purchased in multiple transactions at prices ranging from $217.02 to $218.02, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
F3: This price reflects the weighted average price at which these shares were purchased. The shares were purchased in multiple transactions at prices ranging from $214.67 to $215.60, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
F4: This price reflects the weighted average price at which these shares were purchased. The shares were purchased in multiple transactions at prices ranging from $215.70 to $216.69, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
F5: This price reflects the weighted average price at which these shares were purchased. The shares were purchased in multiple transactions at prices ranging from $216.70 to $217.68, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
F6: This price reflects the weighted average price at which these shares were purchased. The shares were purchased in multiple transactions at prices ranging from $216.54 to $217.53, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
F7: This price reflects the weighted average price at which these shares were purchased. The shares were purchased in multiple transactions at prices ranging from $217.55 to $218.53, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
F8: This price reflects the weighted average price at which these shares were purchased. The shares were purchased in multiple transactions at prices ranging from $218.64 to $218.87, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
F9: Each share of the Issuer's Class B Common Stock ("Class B Share") is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Common Stock ("Class A Share"). In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation).
F10: (Continued from Footnote 10) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares.
F11: These Class B Shares are held in two limited partnerships, of which the Report Person acts as manager. The Reporting Person maintains sole voting and dispositive power over these Class B Shares. The Reporting Person disclaims any beneficial ownership over these shares except to the extent of his pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| March 12, 2024 Filed Mar 12, 2024 21:59 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,959 | $227.62 | $445,907.58 |
DisclosureSEC source: 0000899243-24-000178 · doc4.xml · nonDerivative · entry 12 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,896 F12 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $227.04 to $228.02, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F12 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $227.04 to $228.02, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 12, 2024 Filed Mar 12, 2024 21:59 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 944 | $226.78 | $214,080.32 |
DisclosureSEC source: 0000899243-24-000178 · doc4.xml · nonDerivative · entry 11 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,855 F11 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $226.03 to $227.02, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F11 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $226.03 to $227.02, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 12, 2024 Filed Mar 12, 2024 21:59 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 5,123 | $225.02 | $1,152,777.46 |
DisclosureSEC source: 0000899243-24-000178 · doc4.xml · nonDerivative · entry 10 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,799 F10 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $224.73 to $225.52, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F10 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $224.73 to $225.52, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 12, 2024 Filed Mar 12, 2024 21:59 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 13,992 | $224.24 | $3,137,566.08 |
DisclosureSEC source: 0000899243-24-000178 · doc4.xml · nonDerivative · entry 9 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,922 F9 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $223.72 to $224.64, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F9 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $223.72 to $224.64, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 12, 2024 Filed Mar 12, 2024 21:59 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 8,756 | $223.20 | $1,954,339.20 |
DisclosureSEC source: 0000899243-24-000178 · doc4.xml · nonDerivative · entry 8 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,914 F8 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $222.72 to $223.72, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F8 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $222.72 to $223.72, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 12, 2024 Filed Mar 12, 2024 21:59 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 9,400 | $222.27 | $2,089,338.00 |
DisclosureSEC source: 0000899243-24-000178 · doc4.xml · nonDerivative · entry 7 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,670 F7 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $221.72 to $222.69, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F7 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $221.72 to $222.69, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 11, 2024 Filed Mar 12, 2024 21:59 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,090 | $227.70 | $248,193.00 |
DisclosureSEC source: 0000899243-24-000178 · doc4.xml · nonDerivative · entry 6 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,070 F6 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $227.61 to $228.10, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F6 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $227.61 to $228.10, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 11, 2024 Filed Mar 12, 2024 21:59 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 8,910 | $227.18 | $2,024,173.80 |
DisclosureSEC source: 0000899243-24-000178 · doc4.xml · nonDerivative · entry 5 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,160 F5 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $226.60 to $227.60, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F5 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $226.60 to $227.60, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 21:59 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 4,684 | $228.13 | $1,068,560.92 |
DisclosureSEC source: 0000899243-24-000178 · doc4.xml · nonDerivative · entry 4 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,070 F4 · shares: This price reflects the weighted average price at which these shares were sold. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price. F4 · price: This price reflects the weighted average price at which these shares were sold. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 21:59 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,111 | $228.14 | $253,463.54 |
DisclosureSEC source: 0000899243-24-000178 · doc4.xml · nonDerivative · entry 3 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,754 F3 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $228.00 to $228.29, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $228.00 to $228.29, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 21:59 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 8,145 | $227.55 | $1,853,394.75 |
DisclosureSEC source: 0000899243-24-000178 · doc4.xml · nonDerivative · entry 2 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,865 F2 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $226.99 to $227.98, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $226.99 to $227.98, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 21:59 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 744 | $226.52 | $168,530.88 |
DisclosureSEC source: 0000899243-24-000178 · doc4.xml · nonDerivative · entry 1 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,010 F1 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $225.96 to $226.91, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $225.96 to $226.91, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 04, 2024 Filed Mar 4, 2024 17:38 UTC | APPFOLIO INC APPF · Entity 3638 | GiftClass A Common Stock | 9,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-025007 · ownership.xml · nonDerivative · entry 3 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 39,655 F4 · kind: Represents bona fide gifts for no consideration. F4 · shares: Represents bona fide gifts for no consideration. F4 · price: Represents bona fide gifts for no consideration. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 17:38 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 39,655 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-025007 · ownership.xml · derivative · entry 5 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 446,000 Underlying: Class A Common Stock · Not disclosed shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: These shares of the Issuer's Class A Common Stock (each, a "Class A Share") were acquired by the Reporting Person upon the conversion of an equal number of shares of the Issuer's Class B Common Stock (each, a "Class B Share") that had been beneficially owned by the Reporting Person. F1 · shares: These shares of the Issuer's Class A Common Stock (each, a "Class A Share") were acquired by the Reporting Person upon the conversion of an equal number of shares of the Issuer's Class B Common Stock (each, a "Class B Share") that had been beneficially owned by the Reporting Person. F2 · derivative.exercise_date: Each Class B Share is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Share. In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F3 · derivative.exercise_date: (Continued from Footnote 2) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. F2 · derivative.expiration_date: Each Class B Share is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Share. In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F3 · derivative.expiration_date: (Continued from Footnote 2) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. F2 · derivative.underlying_shares: Each Class B Share is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Share. In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F3 · derivative.underlying_shares: (Continued from Footnote 2) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 17:38 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 75,754 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-025007 · ownership.xml · derivative · entry 4 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 517,290 Underlying: Class A Common Stock · Not disclosed shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: These shares of the Issuer's Class A Common Stock (each, a "Class A Share") were acquired by the Reporting Person upon the conversion of an equal number of shares of the Issuer's Class B Common Stock (each, a "Class B Share") that had been beneficially owned by the Reporting Person. F1 · shares: These shares of the Issuer's Class A Common Stock (each, a "Class A Share") were acquired by the Reporting Person upon the conversion of an equal number of shares of the Issuer's Class B Common Stock (each, a "Class B Share") that had been beneficially owned by the Reporting Person. F2 · derivative.exercise_date: Each Class B Share is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Share. In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F3 · derivative.exercise_date: (Continued from Footnote 2) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. F2 · derivative.expiration_date: Each Class B Share is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Share. In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F3 · derivative.expiration_date: (Continued from Footnote 2) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. F2 · derivative.underlying_shares: Each Class B Share is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Share. In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F3 · derivative.underlying_shares: (Continued from Footnote 2) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 17:38 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 39,655 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-025007 · ownership.xml · nonDerivative · entry 2 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 48,655 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: These shares of the Issuer's Class A Common Stock (each, a "Class A Share") were acquired by the Reporting Person upon the conversion of an equal number of shares of the Issuer's Class B Common Stock (each, a "Class B Share") that had been beneficially owned by the Reporting Person. F1 · shares: These shares of the Issuer's Class A Common Stock (each, a "Class A Share") were acquired by the Reporting Person upon the conversion of an equal number of shares of the Issuer's Class B Common Stock (each, a "Class B Share") that had been beneficially owned by the Reporting Person. F1 · price: These shares of the Issuer's Class A Common Stock (each, a "Class A Share") were acquired by the Reporting Person upon the conversion of an equal number of shares of the Issuer's Class B Common Stock (each, a "Class B Share") that had been beneficially owned by the Reporting Person. F2 · price: Each Class B Share is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Share. In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F3 · price: (Continued from Footnote 2) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 17:38 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 75,754 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-025007 · ownership.xml · nonDerivative · entry 1 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,754 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: These shares of the Issuer's Class A Common Stock (each, a "Class A Share") were acquired by the Reporting Person upon the conversion of an equal number of shares of the Issuer's Class B Common Stock (each, a "Class B Share") that had been beneficially owned by the Reporting Person. F1 · shares: These shares of the Issuer's Class A Common Stock (each, a "Class A Share") were acquired by the Reporting Person upon the conversion of an equal number of shares of the Issuer's Class B Common Stock (each, a "Class B Share") that had been beneficially owned by the Reporting Person. F1 · price: These shares of the Issuer's Class A Common Stock (each, a "Class A Share") were acquired by the Reporting Person upon the conversion of an equal number of shares of the Issuer's Class B Common Stock (each, a "Class B Share") that had been beneficially owned by the Reporting Person. F2 · price: Each Class B Share is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Share. In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F3 · price: (Continued from Footnote 2) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 18:29 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 9,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-021496 · ownership.xml · derivative · entry 2 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 485,655 Underlying: Class A Common Stock · Not disclosed shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: These 9,000 shares of the Issuer's Class A Common Stock (each, a "Class A Share") were acquired by the Reporting Person upon the conversion of 9,000 shares of the Issuer's Class B Common Stock (each, a "Class B Share") that had been owned by the Reporting Person. F1 · shares: These 9,000 shares of the Issuer's Class A Common Stock (each, a "Class A Share") were acquired by the Reporting Person upon the conversion of 9,000 shares of the Issuer's Class B Common Stock (each, a "Class B Share") that had been owned by the Reporting Person. F2 · derivative.exercise_date: Each Class B Share is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Share. In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F3 · derivative.exercise_date: (Continued from Footnote 2) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. F2 · derivative.expiration_date: Each Class B Share is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Share. In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F3 · derivative.expiration_date: (Continued from Footnote 2) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. F2 · derivative.underlying_shares: Each Class B Share is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Share. In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F3 · derivative.underlying_shares: (Continued from Footnote 2) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 18:29 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 9,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-021496 · ownership.xml · nonDerivative · entry 1 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 9,000 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 · kind: These 9,000 shares of the Issuer's Class A Common Stock (each, a "Class A Share") were acquired by the Reporting Person upon the conversion of 9,000 shares of the Issuer's Class B Common Stock (each, a "Class B Share") that had been owned by the Reporting Person. F1 · shares: These 9,000 shares of the Issuer's Class A Common Stock (each, a "Class A Share") were acquired by the Reporting Person upon the conversion of 9,000 shares of the Issuer's Class B Common Stock (each, a "Class B Share") that had been owned by the Reporting Person. F1 · price: These 9,000 shares of the Issuer's Class A Common Stock (each, a "Class A Share") were acquired by the Reporting Person upon the conversion of 9,000 shares of the Issuer's Class B Common Stock (each, a "Class B Share") that had been owned by the Reporting Person. F2 · price: Each Class B Share is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Share. In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F3 · price: (Continued from Footnote 2) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. Read SEC document |
| December 14, 2023 Filed Dec 14, 2023 18:29 UTC | APPFOLIO INC APFF · Entity 3638 | OtherClass B Common Stock · Derivative | 41,495 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-070505 · ownership.xml · derivative · entry 2 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 494,655 Underlying: Class A Common Stock · Not disclosed shares Expires not disclosed F1 · kind: Reflects transfers for estate planning purposes from the Reporting Person's family trust to various trusts established for the Reporting Person's adult children. F1 · shares: Reflects transfers for estate planning purposes from the Reporting Person's family trust to various trusts established for the Reporting Person's adult children. F2 · derivative.exercise_date: Each Class B Share is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Common Stock ("Class A Share"). In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F3 · derivative.exercise_date: (Continued from Footnote 2) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. F2 · derivative.expiration_date: Each Class B Share is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Common Stock ("Class A Share"). In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F3 · derivative.expiration_date: (Continued from Footnote 2) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. F2 · derivative.underlying_shares: Each Class B Share is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Common Stock ("Class A Share"). In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F3 · derivative.underlying_shares: (Continued from Footnote 2) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. Read SEC document |
| December 14, 2023 Filed Dec 14, 2023 18:29 UTC | APPFOLIO INC APFF · Entity 3638 | OtherClass B Common Stock · Derivative | 129,505 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-070505 · ownership.xml · derivative · entry 1 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 593,044 Underlying: Class A Common Stock · Not disclosed shares Expires not disclosed F1 · kind: Reflects transfers for estate planning purposes from the Reporting Person's family trust to various trusts established for the Reporting Person's adult children. F1 · shares: Reflects transfers for estate planning purposes from the Reporting Person's family trust to various trusts established for the Reporting Person's adult children. F2 · derivative.exercise_date: Each Class B Share is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Common Stock ("Class A Share"). In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F3 · derivative.exercise_date: (Continued from Footnote 2) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. F2 · derivative.expiration_date: Each Class B Share is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Common Stock ("Class A Share"). In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F3 · derivative.expiration_date: (Continued from Footnote 2) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. F2 · derivative.underlying_shares: Each Class B Share is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Common Stock ("Class A Share"). In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F3 · derivative.underlying_shares: (Continued from Footnote 2) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. Read SEC document |
| June 05, 2023 Filed Jun 7, 2023 16:30 UTC | APPFOLIO INC APPF · Entity 3638 | OtherClass B Common Stock · Derivative | 40,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-014717 · doc4.xml · derivative · entry 2 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 40,000 Underlying: Class A Common Stock · Not disclosed shares Expires not disclosed F1 · kind: Reflects transfers for no consideration from the Reporting Person's individual retirement accounts to two limited liability companies, of which the Report Person acts as manager. F1 · shares: Reflects transfers for no consideration from the Reporting Person's individual retirement accounts to two limited liability companies, of which the Report Person acts as manager. F2 · derivative.exercise_date: Each share of the Issuer's Class B Common Stock ("Class B Shares") is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Common Stock ("Class A Share"). In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F3 · derivative.exercise_date: (Continued from Footnote 2) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. F2 · derivative.expiration_date: Each share of the Issuer's Class B Common Stock ("Class B Shares") is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Common Stock ("Class A Share"). In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F3 · derivative.expiration_date: (Continued from Footnote 2) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. F2 · derivative.underlying_shares: Each share of the Issuer's Class B Common Stock ("Class B Shares") is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Common Stock ("Class A Share"). In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F3 · derivative.underlying_shares: (Continued from Footnote 2) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. F4 · ownership.nature: These Class B Shares are held in two limited liability companies, of which the Report Person acts as manager. The Reporting Person maintains sole voting and dispositive power over these Class B Shares. The Reporting Person disclaims any beneficial ownership over these shares except to the extent of his pecuniary interest therein. Read SEC document |
| June 05, 2023 Filed Jun 7, 2023 16:30 UTC | APPFOLIO INC APPF · Entity 3638 | OtherClass B Common Stock · Derivative | 40,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-014717 · doc4.xml · derivative · entry 1 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 722,549 Underlying: Class A Common Stock · Not disclosed shares Expires not disclosed F1 · kind: Reflects transfers for no consideration from the Reporting Person's individual retirement accounts to two limited liability companies, of which the Report Person acts as manager. F1 · shares: Reflects transfers for no consideration from the Reporting Person's individual retirement accounts to two limited liability companies, of which the Report Person acts as manager. F2 · derivative.exercise_date: Each share of the Issuer's Class B Common Stock ("Class B Shares") is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Common Stock ("Class A Share"). In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F3 · derivative.exercise_date: (Continued from Footnote 2) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. F2 · derivative.expiration_date: Each share of the Issuer's Class B Common Stock ("Class B Shares") is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Common Stock ("Class A Share"). In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F3 · derivative.expiration_date: (Continued from Footnote 2) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. F2 · derivative.underlying_shares: Each share of the Issuer's Class B Common Stock ("Class B Shares") is convertible, at any time at the option of the holder, into one share of the Issuer's Class A Common Stock ("Class A Share"). In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one-for-one basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F3 · derivative.underlying_shares: (Continued from Footnote 2) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one-for-one basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 18:16 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 4,230 | $101.02 | $427,314.60 |
DisclosureSEC source: 0000899243-22-031511 · doc4.xml · nonDerivative · entry 3 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IGSB IVP III, LLC Disclosed balance after: 0 F4 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $100.74 to $101.50, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F4 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $100.74 to $101.50, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: These Class A Shares had been owned by IGSB IVP III, LLC, a private investment fund managed by Investment Group of Santa Barbara LLC ("IGSB"). The Reporting Person is one of the members of IGSB and may be deemed to have shared voting and dispositive power with IGSB and its other members over these Class A Shares. However, the Reporting Person disclaims beneficial ownership of these Class A Shares, except to the extent of any pecuniary interest he may have had therein. Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 18:16 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 5,842 | $100.24 | $585,602.08 |
DisclosureSEC source: 0000899243-22-031511 · doc4.xml · nonDerivative · entry 2 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IGSB IVP III, LLC Disclosed balance after: 4,230 F3 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $99.73 to $100.69, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $99.73 to $100.69, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: These Class A Shares had been owned by IGSB IVP III, LLC, a private investment fund managed by Investment Group of Santa Barbara LLC ("IGSB"). The Reporting Person is one of the members of IGSB and may be deemed to have shared voting and dispositive power with IGSB and its other members over these Class A Shares. However, the Reporting Person disclaims beneficial ownership of these Class A Shares, except to the extent of any pecuniary interest he may have had therein. Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 18:16 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 3,000 | $99.16 | $297,480.00 |
DisclosureSEC source: 0000899243-22-031511 · doc4.xml · nonDerivative · entry 1 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IGSB IVP III, LLC Disclosed balance after: 10,072 F1 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $98.67 to $99.66, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $98.67 to $99.66, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: These Class A Shares had been owned by IGSB IVP III, LLC, a private investment fund managed by Investment Group of Santa Barbara LLC ("IGSB"). The Reporting Person is one of the members of IGSB and may be deemed to have shared voting and dispositive power with IGSB and its other members over these Class A Shares. However, the Reporting Person disclaims beneficial ownership of these Class A Shares, except to the extent of any pecuniary interest he may have had therein. Read SEC document |
| September 07, 2022 Filed Sep 7, 2022 19:51 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 19 | $97.50 | $1,852.50 |
DisclosureSEC source: 0000899243-22-030602 · doc4.xml · nonDerivative · entry 10 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F9 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $97.49 to $97.53, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F9 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $97.49 to $97.53, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 07, 2022 Filed Sep 7, 2022 19:51 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,312 | $96.99 | $127,250.88 |
DisclosureSEC source: 0000899243-22-030602 · doc4.xml · nonDerivative · entry 9 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19 F8 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $96.47 to $97.43, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F8 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $96.47 to $97.43, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 07, 2022 Filed Sep 7, 2022 19:51 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,221 | $95.82 | $116,996.22 |
DisclosureSEC source: 0000899243-22-030602 · doc4.xml · nonDerivative · entry 8 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,331 F7 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $95.35 to $96.31, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F7 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $95.35 to $96.31, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 06, 2022 Filed Sep 7, 2022 19:51 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,382 | $96.31 | $133,100.42 |
DisclosureSEC source: 0000899243-22-030602 · doc4.xml · nonDerivative · entry 7 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,552 F6 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $96.08 to $96.66, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F6 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $96.08 to $96.66, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 06, 2022 Filed Sep 7, 2022 19:51 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 5,835 | $95.37 | $556,483.95 |
DisclosureSEC source: 0000899243-22-030602 · doc4.xml · nonDerivative · entry 6 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,934 F5 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $95.02 to $96.00, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F5 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $95.02 to $96.00, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 06, 2022 Filed Sep 7, 2022 19:51 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 12,783 | $94.74 | $1,211,061.42 |
DisclosureSEC source: 0000899243-22-030602 · doc4.xml · nonDerivative · entry 5 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,769 F4 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $94.02 to $95.01, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F4 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $94.02 to $95.01, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 02, 2022 Filed Sep 7, 2022 19:51 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 100 | $99.03 | $9,903.00 |
DisclosureSEC source: 0000899243-22-030602 · doc4.xml · nonDerivative · entry 4 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,552 Read SEC document |
| September 02, 2022 Filed Sep 7, 2022 19:51 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 32 | $98.58 | $3,154.56 |
DisclosureSEC source: 0000899243-22-030602 · doc4.xml · nonDerivative · entry 3 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,652 F3 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $98.03 to $98.86, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $98.03 to $98.86, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 02, 2022 Filed Sep 7, 2022 19:51 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 4,069 | $97.23 | $395,628.87 |
DisclosureSEC source: 0000899243-22-030602 · doc4.xml · nonDerivative · entry 2 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,684 F2 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $96.94 to $97.84, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $96.94 to $97.84, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 02, 2022 Filed Sep 7, 2022 19:51 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 3,247 | $96.36 | $312,880.92 |
DisclosureSEC source: 0000899243-22-030602 · doc4.xml · nonDerivative · entry 1 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,753 F1 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $95.89 to $96.85, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $95.89 to $96.85, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 25, 2022 Filed Aug 29, 2022 17:45 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 30,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-030000 · doc4.xml · derivative · entry 3 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 762,549 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. F1 · kind: These 30,000 shares of the Issuer's Class A Common Stock ("Class A Shares") were acquired by the Reporting Person upon the conversion of 30,000 shares of the Issuer's Class B Common Stock ("Class B Shares") that had been owned by the Reporting Person. F1 · shares: These 30,000 shares of the Issuer's Class A Common Stock ("Class A Shares") were acquired by the Reporting Person upon the conversion of 30,000 shares of the Issuer's Class B Common Stock ("Class B Shares") that had been owned by the Reporting Person. F2 · derivative.exercise_date: Each of the Class B Shares is convertible, at any time at the option of the holder, into one Class A Share. In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one share-for-one share basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F3 · derivative.exercise_date: (Continued from Footnote 2) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one share-for-one share basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. F2 · derivative.expiration_date: Each of the Class B Shares is convertible, at any time at the option of the holder, into one Class A Share. In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one share-for-one share basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F3 · derivative.expiration_date: (Continued from Footnote 2) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one share-for-one share basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. Read SEC document |
| August 25, 2022 Filed Aug 29, 2022 17:45 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-030000 · doc4.xml · nonDerivative · entry 1 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct 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 · kind: These 30,000 shares of the Issuer's Class A Common Stock ("Class A Shares") were acquired by the Reporting Person upon the conversion of 30,000 shares of the Issuer's Class B Common Stock ("Class B Shares") that had been owned by the Reporting Person. F1 · shares: These 30,000 shares of the Issuer's Class A Common Stock ("Class A Shares") were acquired by the Reporting Person upon the conversion of 30,000 shares of the Issuer's Class B Common Stock ("Class B Shares") that had been owned by the Reporting Person. F1 · price: These 30,000 shares of the Issuer's Class A Common Stock ("Class A Shares") were acquired by the Reporting Person upon the conversion of 30,000 shares of the Issuer's Class B Common Stock ("Class B Shares") that had been owned by the Reporting Person. F2 · price: Each of the Class B Shares is convertible, at any time at the option of the holder, into one Class A Share. In addition, Class B Shares that are sold or otherwise transferred will convert automatically, on a one share-for-one share basis, into Class A Shares, except for (i) any transfer by a partnership or limited liability company that was a registered holder of Class B Shares prior to June 30, 2015 that is made to anyone who was a partner or member of any such partnership or limited liability company prior to June 30, 2015, and (ii) any transfer to a "qualified recipient" (as defined in the Issuer's Amended and Restated Certificate of Incorporation). F3 · price: (Continued from Footnote 2) The Issuer's Class B Shares do not have an expiration date. However, all of the outstanding Class B Shares will convert automatically into Class A Shares, on a one share-for-one share basis, on the date when the number of the Issuer's outstanding Class B Shares represents less than 10% of the sum of its outstanding Class A Shares and Class B Shares. Read SEC document |
| August 17, 2022 Filed Aug 18, 2022 16:30 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 408 | $109.42 | $44,643.36 |
DisclosureSEC source: 0000899243-22-029161 · doc4.xml · nonDerivative · entry 5 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $109.28 to $109.53, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F4 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $109.28 to $109.53, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 17, 2022 Filed Aug 18, 2022 16:30 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 3,218 | $108.65 | $349,635.70 |
DisclosureSEC source: 0000899243-22-029161 · doc4.xml · nonDerivative · entry 4 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 408 F3 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $108.24 to $109.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $108.24 to $109.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 16, 2022 Filed Aug 18, 2022 16:30 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1 | $111.42 | $111.42 |
DisclosureSEC source: 0000899243-22-029161 · doc4.xml · nonDerivative · entry 3 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,626 Read SEC document |
| August 16, 2022 Filed Aug 18, 2022 16:30 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,636 | $110.71 | $181,121.56 |
DisclosureSEC source: 0000899243-22-029161 · doc4.xml · nonDerivative · entry 2 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,627 F2 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $110.41 to $111.32, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $110.41 to $111.32, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 16, 2022 Filed Aug 18, 2022 16:30 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 4,065 | $110.01 | $447,190.65 |
DisclosureSEC source: 0000899243-22-029161 · doc4.xml · nonDerivative · entry 1 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,263 F1 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $109.30 to $110.28, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $109.30 to $110.28, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 15, 2022 Filed Aug 15, 2022 20:46 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 615 | $113.32 | $69,691.80 |
DisclosureSEC source: 0000899243-22-028699 · doc4.xml · nonDerivative · entry 10 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,328 F10 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $113.12 to $113.44, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F10 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $113.12 to $113.44, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 15, 2022 Filed Aug 15, 2022 20:46 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 7,500 | $112.16 | $841,200.00 |
DisclosureSEC source: 0000899243-22-028699 · doc4.xml · nonDerivative · entry 9 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,943 F9 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $111.72 to $112.71, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F9 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $111.72 to $112.71, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 12, 2022 Filed Aug 15, 2022 20:46 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 922 | $112.16 | $103,411.52 |
DisclosureSEC source: 0000899243-22-028699 · doc4.xml · nonDerivative · entry 8 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,443 F8 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $112.05 to $112.40, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F8 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $112.05 to $112.40, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 12, 2022 Filed Aug 15, 2022 20:46 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 4,192 | $111.81 | $468,707.52 |
DisclosureSEC source: 0000899243-22-028699 · doc4.xml · nonDerivative · entry 7 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,365 F7 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $111.04 to $112.03, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F7 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $111.04 to $112.03, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 12, 2022 Filed Aug 15, 2022 20:46 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,886 | $110.92 | $209,195.12 |
DisclosureSEC source: 0000899243-22-028699 · doc4.xml · nonDerivative · entry 6 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,557 F6 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $110.03 to $111.02, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F6 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $110.03 to $111.02, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 11, 2022 Filed Aug 15, 2022 20:46 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 194 | $113.53 | $22,024.82 |
DisclosureSEC source: 0000899243-22-028699 · doc4.xml · nonDerivative · entry 5 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,443 F5 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $113.48 to $113.79, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F5 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $113.48 to $113.79, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 11, 2022 Filed Aug 15, 2022 20:46 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,116 | $112.93 | $126,029.88 |
DisclosureSEC source: 0000899243-22-028699 · doc4.xml · nonDerivative · entry 4 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,637 F4 · shares: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $112.48 to $113.46, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F4 · price: This price reflects the weighted average price at which these shares were sold. The shares were sold in multiple transactions at prices ranging from $112.48 to $113.46, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. 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.