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 |
|---|---|---|---|---|---|---|
| August 11, 2022 Filed Aug 15, 2022 20:46 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 4,831 | $111.96 | $540,878.76 |
DisclosureSEC source: 0000899243-22-028699 · doc4.xml · nonDerivative · entry 3 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,753 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 $111.48 to $112.42, 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 $111.48 to $112.42, 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 | 653 | $110.31 | $72,032.43 |
DisclosureSEC source: 0000899243-22-028699 · doc4.xml · nonDerivative · entry 2 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,584 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 $109.99 to $110.63, 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 $109.99 to $110.63, 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 | 2,557 | $109.26 | $279,377.82 |
DisclosureSEC source: 0000899243-22-028699 · doc4.xml · nonDerivative · entry 1 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,237 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 $108.94 to $109.88, 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 $108.94 to $109.88, 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 10, 2022 Filed Aug 10, 2022 20:40 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 705 | $111.78 | $78,804.90 |
DisclosureSEC source: 0000899243-22-028303 · doc4.xml · nonDerivative · entry 8 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,794 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 $111.62 to $111.90, 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 $111.62 to $111.90, 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 10, 2022 Filed Aug 10, 2022 20:40 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 2,739 | $110.83 | $303,563.37 |
DisclosureSEC source: 0000899243-22-028303 · doc4.xml · nonDerivative · entry 7 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,499 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 $110.59 to $111.58, 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 $110.59 to $111.58, 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 10, 2022 Filed Aug 10, 2022 20:40 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 3,028 | $110.18 | $333,625.04 |
DisclosureSEC source: 0000899243-22-028303 · doc4.xml · nonDerivative · entry 6 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,238 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 $109.59 to $110.58, 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 $109.59 to $110.58, 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 09, 2022 Filed Aug 10, 2022 20:40 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 3,236 | $106.36 | $344,180.96 |
DisclosureSEC source: 0000899243-22-028303 · doc4.xml · nonDerivative · entry 5 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,266 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 $106.05 to $106.68, 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 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 $106.05 to $106.68, 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 sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 09, 2022 Filed Aug 10, 2022 20:40 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 2,125 | $105.58 | $224,357.50 |
DisclosureSEC source: 0000899243-22-028303 · doc4.xml · nonDerivative · entry 4 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,502 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 $105.04 to $105.92, 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 $105.04 to $105.92, 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 09, 2022 Filed Aug 10, 2022 20:40 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 1,639 | $104.74 | $171,668.86 |
DisclosureSEC source: 0000899243-22-028303 · doc4.xml · nonDerivative · entry 3 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,627 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 $104.04 to $105.03, 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. 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 $104.04 to $105.03, 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 08, 2022 Filed Aug 10, 2022 20:40 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 140 | $108.22 | $15,150.80 |
DisclosureSEC source: 0000899243-22-028303 · doc4.xml · nonDerivative · entry 2 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,266 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 $108.085 to $108.245, 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 $108.085 to $108.245, 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 08, 2022 Filed Aug 10, 2022 20:40 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 2,594 | $107.54 | $278,958.76 |
DisclosureSEC source: 0000899243-22-028303 · doc4.xml · nonDerivative · entry 1 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,406 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 $107.05 to $108.03, 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. 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 $107.05 to $108.03, 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 03, 2022 Filed Aug 3, 2022 21:01 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 50,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-027654 · doc4.xml · derivative · entry 6 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 792,549 Underlying: Class A Common Stock · 50,000 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 50,000 shares of the Issuer's Class A Common Stock ("Class A Shares") were acquired by the Reporting Person upon the conversion of 50,000 shares of the Issuer's Class B Common Stock ("Class B Shares") that had been owned by the Reporting Person. F1 · shares: These 50,000 shares of the Issuer's Class A Common Stock ("Class A Shares") were acquired by the Reporting Person upon the conversion of 50,000 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 03, 2022 Filed Aug 3, 2022 21:01 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-027654 · doc4.xml · nonDerivative · entry 4 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 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 50,000 shares of the Issuer's Class A Common Stock ("Class A Shares") were acquired by the Reporting Person upon the conversion of 50,000 shares of the Issuer's Class B Common Stock ("Class B Shares") that had been owned by the Reporting Person. F1 · shares: These 50,000 shares of the Issuer's Class A Common Stock ("Class A Shares") were acquired by the Reporting Person upon the conversion of 50,000 shares of the Issuer's Class B Common Stock ("Class B Shares") that had been owned by the Reporting Person. F1 · price: These 50,000 shares of the Issuer's Class A Common Stock ("Class A Shares") were acquired by the Reporting Person upon the conversion of 50,000 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 03, 2022 Filed Aug 3, 2022 21:01 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 2,943 | $105.10 | $309,309.30 |
DisclosureSEC source: 0000899243-22-027654 · doc4.xml · nonDerivative · entry 3 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 02, 2022 Filed Aug 3, 2022 21:01 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 9,010 | $103.90 | $936,139.00 |
DisclosureSEC source: 0000899243-22-027654 · doc4.xml · nonDerivative · entry 2 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,943 Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:01 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 5,727 | $101.98 | $584,039.46 |
DisclosureSEC source: 0000899243-22-027654 · doc4.xml · nonDerivative · entry 1 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,953 Read SEC document |
| June 14, 2022 Filed Jun 14, 2022 20:48 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 7,320 | $87.70 | $641,973.52 |
DisclosureSEC source: 0000899243-22-022442 · doc4.xml · nonDerivative · entry 3 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,680 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 $86.11 to $90.22, 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 |
| June 10, 2022 Filed Jun 14, 2022 20:48 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 25,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-022442 · doc4.xml · derivative · entry 5 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 842,549 Underlying: Class A Common Stock · 25,000 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. F4 · kind: These 25,000 Class A Shares were acquired by the Reporting Person upon the conversion of 25,000 Class B Shares that had been owned by the Reporting Person. F4 · shares: These 25,000 Class A Shares were acquired by the Reporting Person upon the conversion of 25,000 Class B Shares that had been owned by the Reporting Person. 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 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 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 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 |
| June 10, 2022 Filed Jun 14, 2022 20:48 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-022442 · doc4.xml · nonDerivative · entry 2 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 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. F4 · kind: These 25,000 Class A Shares were acquired by the Reporting Person upon the conversion of 25,000 Class B Shares that had been owned by the Reporting Person. F4 · shares: These 25,000 Class A Shares were acquired by the Reporting Person upon the conversion of 25,000 Class B Shares that had been owned by the Reporting Person. F2 · price: 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 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. F4 · price: These 25,000 Class A Shares were acquired by the Reporting Person upon the conversion of 25,000 Class B Shares that had been owned by the Reporting Person. Read SEC document |
| May 20, 2022 Filed Jun 14, 2022 20:48 UTC | APPFOLIO INC APPF · Entity 3638 | GiftClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-022442 · doc4.xml · nonDerivative · entry 1 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: These 10,000 shares of the Issuer's Class A Common Stock ("Class A Shares") were donated by the Reporting Person to a charitable organization. F1 · shares: These 10,000 shares of the Issuer's Class A Common Stock ("Class A Shares") were donated by the Reporting Person to a charitable organization. F1 · price: These 10,000 shares of the Issuer's Class A Common Stock ("Class A Shares") were donated by the Reporting Person to a charitable organization. F2 · price: 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 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 |
| May 12, 2022 Filed May 16, 2022 20:24 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-018258 · doc4.xml · derivative · entry 3 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 867,549 Underlying: Class A Common Stock · 10,000 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 10,000 shares of the Issuer's Class A Common Stock ("Class A Shares") were acquired by the Reporting Person upon the conversion of 10,000 shares of the Issuer's Class B Common Stock ("Class B Shares") that had been owned by the Reporting Person. F1 · shares: These 10,000 shares of the Issuer's Class A Common Stock ("Class A Shares") were acquired by the Reporting Person upon the conversion of 10,000 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 Class B Share 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 on which 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 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 on which 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 |
| May 12, 2022 Filed May 16, 2022 20:24 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-018258 · doc4.xml · nonDerivative · entry 1 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 10,000 shares of the Issuer's Class A Common Stock ("Class A Shares") were acquired by the Reporting Person upon the conversion of 10,000 shares of the Issuer's Class B Common Stock ("Class B Shares") that had been owned by the Reporting Person. F1 · shares: These 10,000 shares of the Issuer's Class A Common Stock ("Class A Shares") were acquired by the Reporting Person upon the conversion of 10,000 shares of the Issuer's Class B Common Stock ("Class B Shares") that had been owned by the Reporting Person. F1 · price: These 10,000 shares of the Issuer's Class A Common Stock ("Class A Shares") were acquired by the Reporting Person upon the conversion of 10,000 shares of the Issuer's Class B Common Stock ("Class B Shares") 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 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 on which 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 16, 2021 Filed Feb 4, 2022 19:07 UTC | APPFOLIO INC APPF · Entity 3638 | GiftClass A Common Stock | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-004901 · doc5.xml · nonDerivative · entry 1 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: These 3,500 shares of AppFolio Class A Common Stock ("Class A Shares") were donated by the Reporting Person to a charitable organization. Read SEC document |
| December 08, 2021 Filed Dec 10, 2021 16:47 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 3,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-047782 · doc4.xml · derivative · entry 3 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 877,549 Underlying: Class A Common Stock · 3,500 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 3,500 shares of AppFolio Class A Common Stock ("Class A Shares") were acquired by the Reporting Person upon the conversion of 3,500 shares of AppFolio Class B Common Stock ("Class B Shares") that had been owned by the Reporting Person. F1 · shares: These 3,500 shares of AppFolio Class A Common Stock ("Class A Shares") were acquired by the Reporting Person upon the conversion of 3,500 shares of AppFolio Class B Common Stock ("Class B Shares") 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 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 AppFolio's Amended and Restated Certificate of Incorporation). F3 · derivative.exercise_date: (Continued from Footnote 2) AppFolio'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 Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A 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 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 AppFolio's Amended and Restated Certificate of Incorporation). F3 · derivative.expiration_date: (Continued from Footnote 2) AppFolio'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 Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A and Class B Shares. Read SEC document |
| December 08, 2021 Filed Dec 10, 2021 16:47 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-047782 · doc4.xml · nonDerivative · entry 1 BLISS TIMOTHY K · CIK 0000938332 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 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 3,500 shares of AppFolio Class A Common Stock ("Class A Shares") were acquired by the Reporting Person upon the conversion of 3,500 shares of AppFolio Class B Common Stock ("Class B Shares") that had been owned by the Reporting Person. F1 · shares: These 3,500 shares of AppFolio Class A Common Stock ("Class A Shares") were acquired by the Reporting Person upon the conversion of 3,500 shares of AppFolio Class B Common Stock ("Class B Shares") that had been owned by the Reporting Person. F1 · price: These 3,500 shares of AppFolio Class A Common Stock ("Class A Shares") were acquired by the Reporting Person upon the conversion of 3,500 shares of AppFolio Class B Common Stock ("Class B Shares") 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 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 AppFolio's Amended and Restated Certificate of Incorporation). F3 · price: (Continued from Footnote 2) AppFolio'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 Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A and Class B Shares. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 20:51 UTC | APPFOLIO INC APPF · Entity 3638 | OtherClass B Common Stock · Derivative | 203,611 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-046860 · doc4.xml · derivative · entry 3 BLISS TIMOTHY K · CIK 0000938332 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 881,049 Underlying: Class A Common Stock · 203,611 shares Expires not disclosed F5 · kind: The Reporting Person received a total of 203,611 Class B Shares upon the pro-rata distributions of Class B Shares referenced in footnote 1 and footnote 4 above. No consideration was paid by the Reporting Person for these Class B Shares. F5 · shares: The Reporting Person received a total of 203,611 Class B Shares upon the pro-rata distributions of Class B Shares referenced in footnote 1 and footnote 4 above. No consideration was paid by the Reporting Person for these Class B Shares. F2 · derivative.exercise_date: Each Class B Share is convertible, at any time at the option of the holder, into one share of Appfolio Class A Common Stock ("Class A Shares"). 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 AppFolio's Amended and Restated Certificate of Incorporation). F3 · derivative.exercise_date: (Continued from Footnote 2) AppFolio'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 Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A 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 Appfolio Class A Common Stock ("Class A Shares"). 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 AppFolio's Amended and Restated Certificate of Incorporation). F3 · derivative.expiration_date: (Continued from Footnote 2) AppFolio'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 Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A and Class B Shares. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 20:51 UTC | APPFOLIO INC APPF · Entity 3638 | OtherClass B Common Stock · Derivative | 993,627 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-046860 · doc4.xml · derivative · entry 2 BLISS TIMOTHY K · CIK 0000938332 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By IGSB Internal Venture Fund III, LLC Disclosed balance after: 0 Underlying: Class A Common Stock · 993,627 shares Expires not disclosed F4 · kind: On December 1, 2021, four investment funds of IGSB Internal Venture Fund III, LLC ("IVF III") were dissolved, resulting in the termination of each of those investment funds and the distribution of an aggregate of 993,627 Class B Shares pro-rata to the investors in those investment funds. No consideration was paid by any of those investors for the Class B Shares distributed to them. F4 · shares: On December 1, 2021, four investment funds of IGSB Internal Venture Fund III, LLC ("IVF III") were dissolved, resulting in the termination of each of those investment funds and the distribution of an aggregate of 993,627 Class B Shares pro-rata to the investors in those investment funds. No consideration was paid by any of those investors for the Class B Shares distributed to them. F2 · derivative.exercise_date: Each Class B Share is convertible, at any time at the option of the holder, into one share of Appfolio Class A Common Stock ("Class A Shares"). 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 AppFolio's Amended and Restated Certificate of Incorporation). F3 · derivative.exercise_date: (Continued from Footnote 2) AppFolio'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 Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A 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 Appfolio Class A Common Stock ("Class A Shares"). 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 AppFolio's Amended and Restated Certificate of Incorporation). F3 · derivative.expiration_date: (Continued from Footnote 2) AppFolio'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 Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A and Class B Shares. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 20:51 UTC | APPFOLIO INC APPF · Entity 3638 | OtherClass B Common Stock · Derivative | 3,554,584 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-046860 · doc4.xml · derivative · entry 1 BLISS TIMOTHY K · CIK 0000938332 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By IGSB IVP III, LLC Disclosed balance after: 0 Underlying: Class A Common Stock · 3,554,584 shares Expires not disclosed F1 · kind: On December 1, 2021, three investment funds of IGSB IVP III, LLC ("IVP III") were dissolved, resulting in the termination of each of those investment funds and the distribution of an aggregate of 3,554,584 shares of AppFolio Class B Common Stock ("Class B Shares") held by those investment funds, pro-rata to the investors in those investment funds. No consideration was paid by any of those investors for the Class B Shares distributed to them. F1 · shares: On December 1, 2021, three investment funds of IGSB IVP III, LLC ("IVP III") were dissolved, resulting in the termination of each of those investment funds and the distribution of an aggregate of 3,554,584 shares of AppFolio Class B Common Stock ("Class B Shares") held by those investment funds, pro-rata to the investors in those investment funds. No consideration was paid by any of those investors for the Class B Shares distributed to them. F2 · derivative.exercise_date: Each Class B Share is convertible, at any time at the option of the holder, into one share of Appfolio Class A Common Stock ("Class A Shares"). 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 AppFolio's Amended and Restated Certificate of Incorporation). F3 · derivative.exercise_date: (Continued from Footnote 2) AppFolio'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 Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A 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 Appfolio Class A Common Stock ("Class A Shares"). 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 AppFolio's Amended and Restated Certificate of Incorporation). F3 · derivative.expiration_date: (Continued from Footnote 2) AppFolio'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 Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A and Class B Shares. Read SEC document |
| May 12, 2021 Filed Dec 3, 2021 20:51 UTC | APPFOLIO INC APPF · Entity 3638 | GiftClass B Common Stock · Derivative | 1,800 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-046860 · doc4.xml · derivative · entry 4 BLISS TIMOTHY K · CIK 0000938332 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 536,150 Underlying: Class A Common Stock · 1,800 shares Expires not disclosed F6 · shares: These Class B Shares were donated by the Reporting Person to a charitable organization. F2 · derivative.exercise_date: Each Class B Share is convertible, at any time at the option of the holder, into one share of Appfolio Class A Common Stock ("Class A Shares"). 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 AppFolio's Amended and Restated Certificate of Incorporation). F3 · derivative.exercise_date: (Continued from Footnote 2) AppFolio'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 Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A 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 Appfolio Class A Common Stock ("Class A Shares"). 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 AppFolio's Amended and Restated Certificate of Incorporation). F3 · derivative.expiration_date: (Continued from Footnote 2) AppFolio'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 Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A and Class B Shares. Read SEC document |
| December 21, 2020 Filed Feb 16, 2021 14:16 UTC | APPFOLIO INC APPF · Entity 3638 | GiftClass B Common Stock · Derivative | 17,800 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-006610 · doc5.xml · derivative · entry 3 BLISS TIMOTHY K · CIK 0000938332 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 537,950 Underlying: Class A Common Stock · 17,800 shares Expires not disclosed F1 · derivative.exercise_price: The shares of issuer's Class B Common Stock ("Class B Shares") are convertible, on a one share-for-one share basis, into shares of issuer's Class A Common Stock ("Class A Shares"), at any time at the option of the holder. 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 AppFolio's Amended and Restated Certificate of Incorporation). F2 · derivative.exercise_price: (Continued from Footnote (1).) 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 and Class B Shares. F5 · shares: Reflects the effects of the following transactions on the number of Class B Shares held by the Bliss Family Trust: (i) decreases of 15,600 Class B Shares and 2,200 Class B Shares contributed by the Bliss Family Trust to Grantor Trust 1 and Grantor Trust 2, respectively, as described in footnotes (3) and (4) above; and (ii) an increase of 26,769 Class B Shares as a result of a contribution, without consideration, by the Reporting Person to the Bliss Family Trust of 26,769 Class B Shares that had been owned directly by him. These contributions did not change the number of Class B Shares that are deemed to be beneficially owned by the Reporting Person. F1 · derivative.exercise_date: The shares of issuer's Class B Common Stock ("Class B Shares") are convertible, on a one share-for-one share basis, into shares of issuer's Class A Common Stock ("Class A Shares"), at any time at the option of the holder. 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 AppFolio's Amended and Restated Certificate of Incorporation). F2 · derivative.exercise_date: (Continued from Footnote (1).) 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 and Class B Shares. F1 · derivative.expiration_date: The shares of issuer's Class B Common Stock ("Class B Shares") are convertible, on a one share-for-one share basis, into shares of issuer's Class A Common Stock ("Class A Shares"), at any time at the option of the holder. 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 AppFolio's Amended and Restated Certificate of Incorporation). F2 · derivative.expiration_date: (Continued from Footnote (1).) 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 and Class B Shares. F5 · balance_after: Reflects the effects of the following transactions on the number of Class B Shares held by the Bliss Family Trust: (i) decreases of 15,600 Class B Shares and 2,200 Class B Shares contributed by the Bliss Family Trust to Grantor Trust 1 and Grantor Trust 2, respectively, as described in footnotes (3) and (4) above; and (ii) an increase of 26,769 Class B Shares as a result of a contribution, without consideration, by the Reporting Person to the Bliss Family Trust of 26,769 Class B Shares that had been owned directly by him. These contributions did not change the number of Class B Shares that are deemed to be beneficially owned by the Reporting Person. Read SEC document |
| December 21, 2020 Filed Feb 16, 2021 14:16 UTC | APPFOLIO INC APPF · Entity 3638 | GiftClass B Common Stock · Derivative | 2,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-006610 · doc5.xml · derivative · entry 2 BLISS TIMOTHY K · CIK 0000938332 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 2,200 Underlying: Class A Common Stock · 2,200 shares Expires not disclosed F1 · derivative.exercise_price: The shares of issuer's Class B Common Stock ("Class B Shares") are convertible, on a one share-for-one share basis, into shares of issuer's Class A Common Stock ("Class A Shares"), at any time at the option of the holder. 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 AppFolio's Amended and Restated Certificate of Incorporation). F2 · derivative.exercise_price: (Continued from Footnote (1).) 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 and Class B Shares. F4 · shares: These 2,200 Class B Shares were contributed, without consideration, by the Bliss Family Trust to a grantor trust established for another of the Reporting Person's adult children ("Grantor Trust 2"). The Reporting Person is the trustee of Grantor Trust 2 and may be deemed to possess sole voting and dispositive power over the Class B Shares owned by this Trust. However, the Reporting Person is not a beneficiary of Grantor Trust 2 and does not have, and he disclaims, any pecuniary interest in these Class B Shares. F1 · derivative.exercise_date: The shares of issuer's Class B Common Stock ("Class B Shares") are convertible, on a one share-for-one share basis, into shares of issuer's Class A Common Stock ("Class A Shares"), at any time at the option of the holder. 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 AppFolio's Amended and Restated Certificate of Incorporation). F2 · derivative.exercise_date: (Continued from Footnote (1).) 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 and Class B Shares. F1 · derivative.expiration_date: The shares of issuer's Class B Common Stock ("Class B Shares") are convertible, on a one share-for-one share basis, into shares of issuer's Class A Common Stock ("Class A Shares"), at any time at the option of the holder. 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 AppFolio's Amended and Restated Certificate of Incorporation). F2 · derivative.expiration_date: (Continued from Footnote (1).) 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 and Class B Shares. F4 · ownership.nature: These 2,200 Class B Shares were contributed, without consideration, by the Bliss Family Trust to a grantor trust established for another of the Reporting Person's adult children ("Grantor Trust 2"). The Reporting Person is the trustee of Grantor Trust 2 and may be deemed to possess sole voting and dispositive power over the Class B Shares owned by this Trust. However, the Reporting Person is not a beneficiary of Grantor Trust 2 and does not have, and he disclaims, any pecuniary interest in these Class B Shares. Read SEC document |
| December 21, 2020 Filed Feb 16, 2021 14:16 UTC | APPFOLIO INC APPF · Entity 3638 | GiftClass B Common Stock · Derivative | 15,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-006610 · doc5.xml · derivative · entry 1 BLISS TIMOTHY K · CIK 0000938332 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 37,600 Underlying: Class A Common Stock · 15,600 shares Expires not disclosed F1 · derivative.exercise_price: The shares of issuer's Class B Common Stock ("Class B Shares") are convertible, on a one share-for-one share basis, into shares of issuer's Class A Common Stock ("Class A Shares"), at any time at the option of the holder. 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 AppFolio's Amended and Restated Certificate of Incorporation). F2 · derivative.exercise_price: (Continued from Footnote (1).) 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 and Class B Shares. F3 · shares: These 15,600 Class B Shares were contributed, without consideration, by the Reporting Person's family trust (the "Bliss Family Trust" or the "Family Trust") to a grantor trust established for one of the Reporting Person's adult children ("Grantor Trust 1"). The Reporting Person is the trustee of Grantor Trust 1 and, therefore, may be deemed to possess sole voting and dispositive power over the Class B Shares owned by Grantor Trust 1. However, the Reporting Person is not a beneficiary of Grantor Trust 1 and does not have, and he disclaims, any pecuniary interest in the 37,600 Class B Shares held by Grantor Trust 1. F1 · derivative.exercise_date: The shares of issuer's Class B Common Stock ("Class B Shares") are convertible, on a one share-for-one share basis, into shares of issuer's Class A Common Stock ("Class A Shares"), at any time at the option of the holder. 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 AppFolio's Amended and Restated Certificate of Incorporation). F2 · derivative.exercise_date: (Continued from Footnote (1).) 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 and Class B Shares. F1 · derivative.expiration_date: The shares of issuer's Class B Common Stock ("Class B Shares") are convertible, on a one share-for-one share basis, into shares of issuer's Class A Common Stock ("Class A Shares"), at any time at the option of the holder. 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 AppFolio's Amended and Restated Certificate of Incorporation). F2 · derivative.expiration_date: (Continued from Footnote (1).) 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 and Class B Shares. F3 · balance_after: These 15,600 Class B Shares were contributed, without consideration, by the Reporting Person's family trust (the "Bliss Family Trust" or the "Family Trust") to a grantor trust established for one of the Reporting Person's adult children ("Grantor Trust 1"). The Reporting Person is the trustee of Grantor Trust 1 and, therefore, may be deemed to possess sole voting and dispositive power over the Class B Shares owned by Grantor Trust 1. However, the Reporting Person is not a beneficiary of Grantor Trust 1 and does not have, and he disclaims, any pecuniary interest in the 37,600 Class B Shares held by Grantor Trust 1. F3 · ownership.nature: These 15,600 Class B Shares were contributed, without consideration, by the Reporting Person's family trust (the "Bliss Family Trust" or the "Family Trust") to a grantor trust established for one of the Reporting Person's adult children ("Grantor Trust 1"). The Reporting Person is the trustee of Grantor Trust 1 and, therefore, may be deemed to possess sole voting and dispositive power over the Class B Shares owned by Grantor Trust 1. However, the Reporting Person is not a beneficiary of Grantor Trust 1 and does not have, and he disclaims, any pecuniary interest in the 37,600 Class B Shares held by Grantor Trust 1. Read SEC document |
| October 02, 2020 Filed Feb 16, 2021 14:16 UTC | APPFOLIO INC APPF · Entity 3638 | GiftClass B Common Stock · Derivative | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-006610 · doc5.xml · derivative · entry 4 BLISS TIMOTHY K · CIK 0000938332 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 677,438 Underlying: Class A Common Stock · 1,800 shares Expires not disclosed F1 · derivative.exercise_price: The shares of issuer's Class B Common Stock ("Class B Shares") are convertible, on a one share-for-one share basis, into shares of issuer's Class A Common Stock ("Class A Shares"), at any time at the option of the holder. 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 AppFolio's Amended and Restated Certificate of Incorporation). F2 · derivative.exercise_price: (Continued from Footnote (1).) 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 and Class B Shares. F6 · shares: Gives effect to (i) a donation of 1,800 Class B Shares by the Reporting Person to a charitable organization, and (ii) the contribution, referenced in footnote (5) above, by the Reporting Person of 26,769 Class B Shares to the Bliss Family Trust. F1 · derivative.exercise_date: The shares of issuer's Class B Common Stock ("Class B Shares") are convertible, on a one share-for-one share basis, into shares of issuer's Class A Common Stock ("Class A Shares"), at any time at the option of the holder. 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 AppFolio's Amended and Restated Certificate of Incorporation). F2 · derivative.exercise_date: (Continued from Footnote (1).) 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 and Class B Shares. F1 · derivative.expiration_date: The shares of issuer's Class B Common Stock ("Class B Shares") are convertible, on a one share-for-one share basis, into shares of issuer's Class A Common Stock ("Class A Shares"), at any time at the option of the holder. 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 AppFolio's Amended and Restated Certificate of Incorporation). F2 · derivative.expiration_date: (Continued from Footnote (1).) 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 and Class B Shares. F6 · balance_after: Gives effect to (i) a donation of 1,800 Class B Shares by the Reporting Person to a charitable organization, and (ii) the contribution, referenced in footnote (5) above, by the Reporting Person of 26,769 Class B Shares to the Bliss Family Trust. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 20:09 UTC | APPFOLIO INC APPF · Entity 3638 | OtherClass B Common Stock · Derivative | 28,569 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950123-20-006725 · doc4.xml · derivative · entry 2 BLISS TIMOTHY K · CIK 0000938332 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 706,007 Underlying: Class A Common Stock · 28,569 shares Expires not disclosed F5 · kind: The Reporting Person received 28,569 Class B Shares from the pro-rata distribution of 300,691 Class B Shares from an investment fund of IVP III to its investors (See footnote 1 above). No consideration was paid by the Reporting Person or any of the other investors for the respective Class B Shares distributed to them from that investment fund. The distribution of those 28,569 Class B Shares changed only the form of the Reporting Person's beneficial ownership of those Shares from indirect to direct. F5 · shares: The Reporting Person received 28,569 Class B Shares from the pro-rata distribution of 300,691 Class B Shares from an investment fund of IVP III to its investors (See footnote 1 above). No consideration was paid by the Reporting Person or any of the other investors for the respective Class B Shares distributed to them from that investment fund. The distribution of those 28,569 Class B Shares changed only the form of the Reporting Person's beneficial ownership of those Shares from indirect to direct. F2 · derivative.exercise_date: Each Class B Share 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 AppFolio's Amended and Restated Certificate of Incorporation). F3 · derivative.exercise_date: (Continued from footnote 2) AppFolio'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 Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A 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 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 AppFolio's Amended and Restated Certificate of Incorporation). F3 · derivative.expiration_date: (Continued from footnote 2) AppFolio'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 Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A and Class B Shares. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 20:09 UTC | APPFOLIO INC APPF · Entity 3638 | OtherClass B Common Stock · Derivative | 300,691 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950123-20-006725 · doc4.xml · derivative · entry 1 BLISS TIMOTHY K · CIK 0000938332 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By IGSB IVP III, LLC Disclosed balance after: 3,554,584 Underlying: Class A Common Stock · 300,691 shares Expires not disclosed F1 · kind: On July 1, 2020, the investors in one of the investment funds of IGSB IVP III, LLC ("IVP III") approved its distribution of all 300,691 shares of AppFolio Class B Common Stock ("Class B Shares") then held in that investment fund, pro-rata to the investors. No consideration was paid by any of the investors for the respective Class B Shares distributed to them. F1 · shares: On July 1, 2020, the investors in one of the investment funds of IGSB IVP III, LLC ("IVP III") approved its distribution of all 300,691 shares of AppFolio Class B Common Stock ("Class B Shares") then held in that investment fund, pro-rata to the investors. No consideration was paid by any of the investors for the respective Class B Shares distributed to them. F2 · derivative.exercise_date: Each Class B Share 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 AppFolio's Amended and Restated Certificate of Incorporation). F3 · derivative.exercise_date: (Continued from footnote 2) AppFolio'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 Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A 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 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 AppFolio's Amended and Restated Certificate of Incorporation). F3 · derivative.expiration_date: (Continued from footnote 2) AppFolio'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 Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A and Class B Shares. F4 · balance_after: These Class B Shares are owned by IVP III, which is managed by Investment Group of Santa Barbara, LLC ("IGSB"). The Reporting Person is one of the members of IGSB and for that reason may be deemed to share voting and dispositive power with IGSB and its other members over these Class B Shares. However, the Reporting Person disclaims beneficial ownership of these Class B Shares, except to the extent of any pecuniary interest he may have therein. F4 · ownership.nature: These Class B Shares are owned by IVP III, which is managed by Investment Group of Santa Barbara, LLC ("IGSB"). The Reporting Person is one of the members of IGSB and for that reason may be deemed to share voting and dispositive power with IGSB and its other members over these Class B Shares. However, the Reporting Person disclaims beneficial ownership of these Class B Shares, except to the extent of any pecuniary interest he may have therein. Read SEC document |
| May 29, 2019 Filed May 31, 2019 20:49 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass B Common Stock · Derivative | 15,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-015334 · doc4.xml · derivative · entry 4 BLISS TIMOTHY K · CIK 0000938332 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 34,016 Underlying: Class A Common Stock · 15,000 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 15,000 shares of AppFolio Class A Common Stock ("Class A Shares") were acquired by an existing irrevocable trust established for one of the Reporting Person's children ("Trust #1"), by conversion of 15,000 shares of AppFolio Class B Common Stock ("Class B Shares") that had been owned by Trust #1. The Reporting Person is the trustee of that Trust and, therefore, may be deemed to have possessed sole voting and dispositive power over these Class B Shares and Class A Shares, and to possess sole voting and dispositive power over the remaining 34,016 Class B Shares that Trust #1 continues to own. However, the Reporting Person is not and has never been a beneficiary of this Trust and does not have and he disclaims any pecuniary interest in any Class A Shares or Class B Shares that have been owned or disposed of, or any of the 34,016 Class B Shares that continue to be owned, by Trust #1. F1 · shares: These 15,000 shares of AppFolio Class A Common Stock ("Class A Shares") were acquired by an existing irrevocable trust established for one of the Reporting Person's children ("Trust #1"), by conversion of 15,000 shares of AppFolio Class B Common Stock ("Class B Shares") that had been owned by Trust #1. The Reporting Person is the trustee of that Trust and, therefore, may be deemed to have possessed sole voting and dispositive power over these Class B Shares and Class A Shares, and to possess sole voting and dispositive power over the remaining 34,016 Class B Shares that Trust #1 continues to own. However, the Reporting Person is not and has never been a beneficiary of this Trust and does not have and he disclaims any pecuniary interest in any Class A Shares or Class B Shares that have been owned or disposed of, or any of the 34,016 Class B Shares that continue to be owned, by Trust #1. F1 · price: These 15,000 shares of AppFolio Class A Common Stock ("Class A Shares") were acquired by an existing irrevocable trust established for one of the Reporting Person's children ("Trust #1"), by conversion of 15,000 shares of AppFolio Class B Common Stock ("Class B Shares") that had been owned by Trust #1. The Reporting Person is the trustee of that Trust and, therefore, may be deemed to have possessed sole voting and dispositive power over these Class B Shares and Class A Shares, and to possess sole voting and dispositive power over the remaining 34,016 Class B Shares that Trust #1 continues to own. However, the Reporting Person is not and has never been a beneficiary of this Trust and does not have and he disclaims any pecuniary interest in any Class A Shares or Class B Shares that have been owned or disposed of, or any of the 34,016 Class B Shares that continue to be owned, by Trust #1. F2 · derivative.exercise_date: Each Class B Share 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 AppFolio's Amended and Restated Certificate of Incorporation). AppFolio's Class B Shares do not have an expiration date. F3 · derivative.exercise_date: (Continued from Footnote 2) 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 Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A 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 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 AppFolio's Amended and Restated Certificate of Incorporation). AppFolio's Class B Shares do not have an expiration date. F3 · derivative.expiration_date: (Continued from Footnote 2) 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 Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A and Class B Shares. F1 · ownership.nature: These 15,000 shares of AppFolio Class A Common Stock ("Class A Shares") were acquired by an existing irrevocable trust established for one of the Reporting Person's children ("Trust #1"), by conversion of 15,000 shares of AppFolio Class B Common Stock ("Class B Shares") that had been owned by Trust #1. The Reporting Person is the trustee of that Trust and, therefore, may be deemed to have possessed sole voting and dispositive power over these Class B Shares and Class A Shares, and to possess sole voting and dispositive power over the remaining 34,016 Class B Shares that Trust #1 continues to own. However, the Reporting Person is not and has never been a beneficiary of this Trust and does not have and he disclaims any pecuniary interest in any Class A Shares or Class B Shares that have been owned or disposed of, or any of the 34,016 Class B Shares that continue to be owned, by Trust #1. Read SEC document |
| May 29, 2019 Filed May 31, 2019 20:49 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 15,000 | $95.97 | $1,439,542.50 |
DisclosureSEC source: 0000899243-19-015334 · doc4.xml · nonDerivative · entry 2 BLISS TIMOTHY K · CIK 0000938332 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F1 · kind: These 15,000 shares of AppFolio Class A Common Stock ("Class A Shares") were acquired by an existing irrevocable trust established for one of the Reporting Person's children ("Trust #1"), by conversion of 15,000 shares of AppFolio Class B Common Stock ("Class B Shares") that had been owned by Trust #1. The Reporting Person is the trustee of that Trust and, therefore, may be deemed to have possessed sole voting and dispositive power over these Class B Shares and Class A Shares, and to possess sole voting and dispositive power over the remaining 34,016 Class B Shares that Trust #1 continues to own. However, the Reporting Person is not and has never been a beneficiary of this Trust and does not have and he disclaims any pecuniary interest in any Class A Shares or Class B Shares that have been owned or disposed of, or any of the 34,016 Class B Shares that continue to be owned, by Trust #1. F1 · shares: These 15,000 shares of AppFolio Class A Common Stock ("Class A Shares") were acquired by an existing irrevocable trust established for one of the Reporting Person's children ("Trust #1"), by conversion of 15,000 shares of AppFolio Class B Common Stock ("Class B Shares") that had been owned by Trust #1. The Reporting Person is the trustee of that Trust and, therefore, may be deemed to have possessed sole voting and dispositive power over these Class B Shares and Class A Shares, and to possess sole voting and dispositive power over the remaining 34,016 Class B Shares that Trust #1 continues to own. However, the Reporting Person is not and has never been a beneficiary of this Trust and does not have and he disclaims any pecuniary interest in any Class A Shares or Class B Shares that have been owned or disposed of, or any of the 34,016 Class B Shares that continue to be owned, by Trust #1. F1 · ownership.nature: These 15,000 shares of AppFolio Class A Common Stock ("Class A Shares") were acquired by an existing irrevocable trust established for one of the Reporting Person's children ("Trust #1"), by conversion of 15,000 shares of AppFolio Class B Common Stock ("Class B Shares") that had been owned by Trust #1. The Reporting Person is the trustee of that Trust and, therefore, may be deemed to have possessed sole voting and dispositive power over these Class B Shares and Class A Shares, and to possess sole voting and dispositive power over the remaining 34,016 Class B Shares that Trust #1 continues to own. However, the Reporting Person is not and has never been a beneficiary of this Trust and does not have and he disclaims any pecuniary interest in any Class A Shares or Class B Shares that have been owned or disposed of, or any of the 34,016 Class B Shares that continue to be owned, by Trust #1. Read SEC document |
| May 29, 2019 Filed May 31, 2019 20:49 UTC | APPFOLIO INC APPF · Entity 3638 | ConversionClass A Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-015334 · doc4.xml · nonDerivative · entry 1 BLISS TIMOTHY K · CIK 0000938332 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 15,000 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 15,000 shares of AppFolio Class A Common Stock ("Class A Shares") were acquired by an existing irrevocable trust established for one of the Reporting Person's children ("Trust #1"), by conversion of 15,000 shares of AppFolio Class B Common Stock ("Class B Shares") that had been owned by Trust #1. The Reporting Person is the trustee of that Trust and, therefore, may be deemed to have possessed sole voting and dispositive power over these Class B Shares and Class A Shares, and to possess sole voting and dispositive power over the remaining 34,016 Class B Shares that Trust #1 continues to own. However, the Reporting Person is not and has never been a beneficiary of this Trust and does not have and he disclaims any pecuniary interest in any Class A Shares or Class B Shares that have been owned or disposed of, or any of the 34,016 Class B Shares that continue to be owned, by Trust #1. F1 · shares: These 15,000 shares of AppFolio Class A Common Stock ("Class A Shares") were acquired by an existing irrevocable trust established for one of the Reporting Person's children ("Trust #1"), by conversion of 15,000 shares of AppFolio Class B Common Stock ("Class B Shares") that had been owned by Trust #1. The Reporting Person is the trustee of that Trust and, therefore, may be deemed to have possessed sole voting and dispositive power over these Class B Shares and Class A Shares, and to possess sole voting and dispositive power over the remaining 34,016 Class B Shares that Trust #1 continues to own. However, the Reporting Person is not and has never been a beneficiary of this Trust and does not have and he disclaims any pecuniary interest in any Class A Shares or Class B Shares that have been owned or disposed of, or any of the 34,016 Class B Shares that continue to be owned, by Trust #1. F1 · price: These 15,000 shares of AppFolio Class A Common Stock ("Class A Shares") were acquired by an existing irrevocable trust established for one of the Reporting Person's children ("Trust #1"), by conversion of 15,000 shares of AppFolio Class B Common Stock ("Class B Shares") that had been owned by Trust #1. The Reporting Person is the trustee of that Trust and, therefore, may be deemed to have possessed sole voting and dispositive power over these Class B Shares and Class A Shares, and to possess sole voting and dispositive power over the remaining 34,016 Class B Shares that Trust #1 continues to own. However, the Reporting Person is not and has never been a beneficiary of this Trust and does not have and he disclaims any pecuniary interest in any Class A Shares or Class B Shares that have been owned or disposed of, or any of the 34,016 Class B Shares that continue to be owned, by Trust #1. F2 · price: Each Class B Share 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 AppFolio's Amended and Restated Certificate of Incorporation). AppFolio's Class B Shares do not have an expiration date. F3 · price: (Continued from Footnote 2) 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 Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A and Class B Shares. F1 · ownership.nature: These 15,000 shares of AppFolio Class A Common Stock ("Class A Shares") were acquired by an existing irrevocable trust established for one of the Reporting Person's children ("Trust #1"), by conversion of 15,000 shares of AppFolio Class B Common Stock ("Class B Shares") that had been owned by Trust #1. The Reporting Person is the trustee of that Trust and, therefore, may be deemed to have possessed sole voting and dispositive power over these Class B Shares and Class A Shares, and to possess sole voting and dispositive power over the remaining 34,016 Class B Shares that Trust #1 continues to own. However, the Reporting Person is not and has never been a beneficiary of this Trust and does not have and he disclaims any pecuniary interest in any Class A Shares or Class B Shares that have been owned or disposed of, or any of the 34,016 Class B Shares that continue to be owned, by Trust #1. Read SEC document |
| May 23, 2019 Filed May 31, 2019 20:49 UTC | APPFOLIO INC APPF · Entity 3638 | GiftClass B Common Stock · Derivative | 22,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-015334 · doc4.xml · derivative · entry 6 BLISS TIMOTHY K · CIK 0000938332 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 22,000 Underlying: Class A Common Stock · 22,000 shares Expires not disclosed F2 · derivative.exercise_date: Each Class B Share 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 AppFolio's Amended and Restated Certificate of Incorporation). AppFolio's Class B Shares do not have an expiration date. F3 · derivative.exercise_date: (Continued from Footnote 2) 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 Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A 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 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 AppFolio's Amended and Restated Certificate of Incorporation). AppFolio's Class B Shares do not have an expiration date. F3 · derivative.expiration_date: (Continued from Footnote 2) 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 Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A and Class B Shares. F5 · ownership.nature: These 22,000 Class B Shares were contributed, without consideration, by the Reporting Person's family trust to a grantor trust ("Trust #2") established for another of the Reporting Person's children. As a result of this contribution, the number of Class B Shares owned by the Reporting Person's family trust decreased to 528,981 Class B Shares and Trust #2 owns 22,000 Class B Shares. The Reporting Person is the trustee of Trust #2 and may be deemed to possess sole voting and dispositive power over the Class B Shares owned by this Trust. However, he is not a beneficiary of Trust #2 and does not have and he disclaims any pecuniary interest in any of the those Class B Shares. Read SEC document |
| May 23, 2019 Filed May 31, 2019 20:49 UTC | APPFOLIO INC APPF · Entity 3638 | GiftClass B Common Stock · Derivative | 22,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-015334 · doc4.xml · derivative · entry 5 BLISS TIMOTHY K · CIK 0000938332 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 528,981 Underlying: Class A Common Stock · 22,000 shares Expires not disclosed F2 · derivative.exercise_date: Each Class B Share 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 AppFolio's Amended and Restated Certificate of Incorporation). AppFolio's Class B Shares do not have an expiration date. F3 · derivative.exercise_date: (Continued from Footnote 2) 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 Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A 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 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 AppFolio's Amended and Restated Certificate of Incorporation). AppFolio's Class B Shares do not have an expiration date. F3 · derivative.expiration_date: (Continued from Footnote 2) 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 Company's outstanding Class B Shares represents less than 10% of the sum of AppFolio's outstanding Class A and Class B Shares. F5 · ownership.nature: These 22,000 Class B Shares were contributed, without consideration, by the Reporting Person's family trust to a grantor trust ("Trust #2") established for another of the Reporting Person's children. As a result of this contribution, the number of Class B Shares owned by the Reporting Person's family trust decreased to 528,981 Class B Shares and Trust #2 owns 22,000 Class B Shares. The Reporting Person is the trustee of Trust #2 and may be deemed to possess sole voting and dispositive power over the Class B Shares owned by this Trust. However, he is not a beneficiary of Trust #2 and does not have and he disclaims any pecuniary interest in any of the those Class B Shares. Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 11:54 UTC | APPFOLIO INC APPF · Entity 3638 | OtherClass B Common Stock · Derivative | 41,680 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-027249 · doc4.xml · derivative · entry 3 BLISS TIMOTHY K · CIK 0000938332 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 677,438 Underlying: Class A Common Stock · 41,680 shares Expires not disclosed F3 · derivative.exercise_price: The Class B Shares do not have an expiration date. Each Class B Share is convertible, at any time at the option of the holder, into one Class A Share of AppFolio Common Stock. In addition, Class B Shares that are transferred by the Reporting Person 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 AppFolio's Amended and Restated Certificate of Incorporation). F4 · derivative.exercise_price: 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 AppFolio's outstanding Class B Shares represents less than 10% of the sum of its Class A Shares and Class B Shares that are then outstanding. F5 · kind: These Class B Shares were acquired by the Reporting Person solely in exchange for his transfer of a like number of Class A Shares, as reported in Table I herein and described in Note (1) above. F5 · shares: These Class B Shares were acquired by the Reporting Person solely in exchange for his transfer of a like number of Class A Shares, as reported in Table I herein and described in Note (1) above. F5 · price: These Class B Shares were acquired by the Reporting Person solely in exchange for his transfer of a like number of Class A Shares, as reported in Table I herein and described in Note (1) above. F3 · derivative.exercise_date: The Class B Shares do not have an expiration date. Each Class B Share is convertible, at any time at the option of the holder, into one Class A Share of AppFolio Common Stock. In addition, Class B Shares that are transferred by the Reporting Person 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 AppFolio's Amended and Restated Certificate of Incorporation). F4 · derivative.exercise_date: 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 AppFolio's outstanding Class B Shares represents less than 10% of the sum of its Class A Shares and Class B Shares that are then outstanding. F3 · derivative.expiration_date: The Class B Shares do not have an expiration date. Each Class B Share is convertible, at any time at the option of the holder, into one Class A Share of AppFolio Common Stock. In addition, Class B Shares that are transferred by the Reporting Person 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 AppFolio's Amended and Restated Certificate of Incorporation). F4 · derivative.expiration_date: 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 AppFolio's outstanding Class B Shares represents less than 10% of the sum of its Class A Shares and Class B Shares that are then outstanding. F6 · balance_after: Reflects a reduction of 509,143 Class B Shares, which the Reporting Person had owned directly, as a result of his contribution, on March 9, 2016, of those Class B Shares to a revocable family trust of which the Reporting Person is a trustee and, in that capacity, the Reporting Person continues to possess voting and dispositive power over those Shares. As a result, this contribution effectuated a change in the form of the Reporting Person's beneficial ownership only and the Reporting Person did not receive any consideration for this contribution. Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 11:54 UTC | APPFOLIO INC APPF · Entity 3638 | OtherClass A Common Stock | 41,680 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-027249 · doc4.xml · nonDerivative · entry 1 BLISS TIMOTHY K · CIK 0000938332 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The Reporting Person transferred these shares of AppFolio Class A Common Stock ("Class A Shares") solely in exchange for his receipt of a like number of shares of AppFolio Class B Common Stock ("Class B Shares") in a private transaction. F1 · shares: The Reporting Person transferred these shares of AppFolio Class A Common Stock ("Class A Shares") solely in exchange for his receipt of a like number of shares of AppFolio Class B Common Stock ("Class B Shares") in a private transaction. F1 · price: The Reporting Person transferred these shares of AppFolio Class A Common Stock ("Class A Shares") solely in exchange for his receipt of a like number of shares of AppFolio Class B Common Stock ("Class B Shares") in a private transaction. Read SEC document |
| October 17, 2017 Filed Oct 19, 2017 19:49 UTC | APPFOLIO INC APPF · Entity 3638 | OtherClass A Common Stock | 13,072 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-024528 · doc4.xml · nonDerivative · entry 1 BLISS TIMOTHY K · CIK 0000938332 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By IGSB IVP III, LLC Disclosed balance after: 13,072 F1 · kind: Pro rata distribution of shares of Class A Common Stock ("Class A Shares") from two limited partnerships with respect to which, from a beneficial ownership standpoint, the reporting person may be deemed, in each case, to be an indirect limited partner. See Note (2) below. F1 · price: Pro rata distribution of shares of Class A Common Stock ("Class A Shares") from two limited partnerships with respect to which, from a beneficial ownership standpoint, the reporting person may be deemed, in each case, to be an indirect limited partner. See Note (2) below. F1 · ownership.direct: Pro rata distribution of shares of Class A Common Stock ("Class A Shares") from two limited partnerships with respect to which, from a beneficial ownership standpoint, the reporting person may be deemed, in each case, to be an indirect limited partner. See Note (2) below. F2 · ownership.direct: These Class A Shares are owned by IGSB IVP III, LLC, a private investment fund managed by Investment Group of Santa Barbara LLC ("IGSB"). Mr. Bliss is one of three members of IGSB and all decisions regarding the voting and disposition of these Shares require the unanimous approval of all three of IGSB's members. As a result, Mr. Bliss may be deemed to share voting and dispositive power over these Shares with IGSB and its other two members. However, Mr. Bliss disclaims beneficial ownership of these Shares, except to the extent of any pecuniary interest he may have therein. 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.