Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPFOLIO INCAPPF · Entity 3638 | Director | February 13, 2025 | February 19, 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 February 13, 2025 · Filed February 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Indirect2021 Hume Sibling Trust | 2,000 |
Last balance in matching sequence
After 2025-02-14 transaction · row 12
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2025-02-13 · Purchase · Acquired 520 · Balance 520 F1: This transaction was executed in multiple trades with sales prices ranging from $215.03 to $215.98. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F2: These shares are directly owned by the Hume Sibling's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Row 2 · 2025-02-13 · Purchase · Acquired 914 · Balance 1,434 F3: This transaction was executed in multiple trades with sales prices ranging from $213.78 to $214.53. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F2: These shares are directly owned by the Hume Sibling's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Row 11 · 2025-02-14 · Purchase · Acquired 239 · Balance 1,673 F8: This transaction was executed in multiple trades with sales prices ranging from $214.81 to $215.80. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F2: These shares are directly owned by the Hume Sibling's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Row 12 · 2025-02-14 · Purchase · Acquired 327 · Balance 2,000 F9: This transaction was executed in multiple trades with sales prices ranging from $215.86 to $216.29. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F2: These shares are directly owned by the Hume Sibling's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. |
| Class A Common StockSEC Table I · non-derivative | Indirect2021 Wolf Ancestor Trust | 2,500 |
Last balance in matching sequence
After 2025-02-14 transaction · row 14
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 3 · 2025-02-13 · Purchase · Acquired 1,143 · Balance 1,143 F3: This transaction was executed in multiple trades with sales prices ranging from $213.78 to $214.53. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F4: These shares are directly owned by the Wolf Ancestor's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Row 4 · 2025-02-13 · Purchase · Acquired 649 · Balance 1,792 F1: This transaction was executed in multiple trades with sales prices ranging from $215.03 to $215.98. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F4: These shares are directly owned by the Wolf Ancestor's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Row 13 · 2025-02-14 · Purchase · Acquired 299 · Balance 2,091 F8: This transaction was executed in multiple trades with sales prices ranging from $214.81 to $215.80. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F4: These shares are directly owned by the Wolf Ancestor's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Row 14 · 2025-02-14 · Purchase · Acquired 409 · Balance 2,500 F9: This transaction was executed in multiple trades with sales prices ranging from $215.86 to $216.29. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F4: These shares are directly owned by the Wolf Ancestor's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. |
| Class A Common StockSEC Table I · non-derivative | Indirect2021 Wolf Descendants Trust | 4,500 |
Last balance in matching sequence
After 2025-02-14 transaction · row 16
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 5 · 2025-02-13 · Purchase · Acquired 2,057 · Balance 2,057 F3: This transaction was executed in multiple trades with sales prices ranging from $213.78 to $214.53. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F5: These shares are directly owned by the Wolf Descendants' Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Row 6 · 2025-02-13 · Purchase · Acquired 1,169 · Balance 3,226 F1: This transaction was executed in multiple trades with sales prices ranging from $215.03 to $215.98. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F5: These shares are directly owned by the Wolf Descendants' Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Row 15 · 2025-02-14 · Purchase · Acquired 537 · Balance 3,763 F8: This transaction was executed in multiple trades with sales prices ranging from $214.81 to $215.80. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F5: These shares are directly owned by the Wolf Descendants' Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Row 16 · 2025-02-14 · Purchase · Acquired 737 · Balance 4,500 F9: This transaction was executed in multiple trades with sales prices ranging from $215.86 to $216.29. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F5: These shares are directly owned by the Wolf Descendants' Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. |
| Class A Common StockSEC Table I · non-derivative | Indirect2021 Hume Ancestor Trust | 2,500 |
Last balance in matching sequence
After 2025-02-14 transaction · row 18
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 7 · 2025-02-13 · Purchase · Acquired 1,143 · Balance 1,143 F3: This transaction was executed in multiple trades with sales prices ranging from $213.78 to $214.53. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F6: These shares are directly owned by the Hume Ancestor's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Row 8 · 2025-02-13 · Purchase · Acquired 649 · Balance 1,792 F1: This transaction was executed in multiple trades with sales prices ranging from $215.03 to $215.98. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F6: These shares are directly owned by the Hume Ancestor's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Row 17 · 2025-02-14 · Purchase · Acquired 299 · Balance 2,091 F8: This transaction was executed in multiple trades with sales prices ranging from $214.81 to $215.80. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F6: These shares are directly owned by the Hume Ancestor's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Row 18 · 2025-02-14 · Purchase · Acquired 409 · Balance 2,500 F9: This transaction was executed in multiple trades with sales prices ranging from $215.86 to $216.29. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F6: These shares are directly owned by the Hume Ancestor's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. |
| Class A Common StockSEC Table I · non-derivative | Indirect2021 Wolf Sibling Trust | 2,000 |
Last balance in matching sequence
After 2025-02-14 transaction · row 20
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 9 · 2025-02-13 · Purchase · Acquired 914 · Balance 914 F3: This transaction was executed in multiple trades with sales prices ranging from $213.78 to $214.53. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F7: These shares are directly owned by the Wolf Sibling's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Row 10 · 2025-02-13 · Purchase · Acquired 520 · Balance 1,434 F1: This transaction was executed in multiple trades with sales prices ranging from $215.03 to $215.98. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F7: These shares are directly owned by the Wolf Sibling's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Row 19 · 2025-02-14 · Purchase · Acquired 239 · Balance 1,673 F8: This transaction was executed in multiple trades with sales prices ranging from $214.81 to $215.80. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F7: These shares are directly owned by the Wolf Sibling's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Row 20 · 2025-02-14 · Purchase · Acquired 327 · Balance 2,000 F9: This transaction was executed in multiple trades with sales prices ranging from $215.86 to $216.29. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F7: These shares are directly owned by the Wolf Sibling's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. |
| Class A Common StockSEC Table I · non-derivative | IndirectLWAW Revocable Trust | 182,584 |
Reported balance
Holding disclosure · report date 2025-02-13 · row 21
Holding and transaction disclosures are not merged.
1 source rowRow 21 · Balance 182,584 F10: The shares of Class A Common Stock reported on the table above are held by the LWAW Revocable Trust, dated 7/14/17, of which the reporting person and his spouse are the trustees. |
| Class A Common StockSEC Table I · non-derivative | Indirect2005 Hume Children's Trust | 2,000 |
Reported balance
Holding disclosure · report date 2025-02-13 · row 22
Holding and transaction disclosures are not merged.
1 source rowRow 22 · Balance 2,000 F11: These shares are directly owned by the George H Hume Children's Trust dated 1/1/2005 FBO L Hume. The reporting person is an investment advisor to that trust and in that capacity may be deemed to have voting and dispositive power over such shares. |
| Class A Common StockSEC Table I · non-derivative | Indirect2012 Children's Trust | 23,000 |
Reported balance
Holding disclosure · report date 2025-02-13 · row 23
Holding and transaction disclosures are not merged.
1 source rowRow 23 · Balance 23,000 F12: These shares are directly owned by the Hume 2012 Irrevocable Children's Trust, dated 11/19/12. The reporting person is an investment advisor to that trust and in that capacity may be deemed to have voting and dispositive power over such shares. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades with sales prices ranging from $215.03 to $215.98. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades.
F2: These shares are directly owned by the Hume Sibling's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust.
F3: This transaction was executed in multiple trades with sales prices ranging from $213.78 to $214.53. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades.
F4: These shares are directly owned by the Wolf Ancestor's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust.
F5: These shares are directly owned by the Wolf Descendants' Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust.
F6: These shares are directly owned by the Hume Ancestor's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust.
F7: These shares are directly owned by the Wolf Sibling's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust.
F8: This transaction was executed in multiple trades with sales prices ranging from $214.81 to $215.80. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades.
F9: This transaction was executed in multiple trades with sales prices ranging from $215.86 to $216.29. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades.
F10: The shares of Class A Common Stock reported on the table above are held by the LWAW Revocable Trust, dated 7/14/17, of which the reporting person and his spouse are the trustees.
F11: These shares are directly owned by the George H Hume Children's Trust dated 1/1/2005 FBO L Hume. The reporting person is an investment advisor to that trust and in that capacity may be deemed to have voting and dispositive power over such shares.
F12: These shares are directly owned by the Hume 2012 Irrevocable Children's Trust, dated 11/19/12. The reporting person is an investment advisor to that trust and in that capacity may be deemed to have voting and dispositive power over such shares.
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 |
|---|---|---|---|---|---|---|
| February 14, 2025 Filed Feb 19, 2025 02:47 UTC | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 327 | $216.05 | $70,648.35 |
DisclosureSEC source: 0001433195-25-000026 · wk-form4_1739933213.xml · nonDerivative · entry 20 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2021 Wolf Sibling Trust Disclosed balance after: 2,000 F9 · price: This transaction was executed in multiple trades with sales prices ranging from $215.86 to $216.29. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F7 · balance_after: These shares are directly owned by the Wolf Sibling's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 02:47 UTC | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 239 | $215.30 | $51,456.70 |
DisclosureSEC source: 0001433195-25-000026 · wk-form4_1739933213.xml · nonDerivative · entry 19 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2021 Wolf Sibling Trust Disclosed balance after: 1,673 F8 · price: This transaction was executed in multiple trades with sales prices ranging from $214.81 to $215.80. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F7 · balance_after: These shares are directly owned by the Wolf Sibling's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 02:47 UTC | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 409 | $216.05 | $88,364.45 |
DisclosureSEC source: 0001433195-25-000026 · wk-form4_1739933213.xml · nonDerivative · entry 18 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2021 Hume Ancestor Trust Disclosed balance after: 2,500 F9 · price: This transaction was executed in multiple trades with sales prices ranging from $215.86 to $216.29. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F6 · balance_after: These shares are directly owned by the Hume Ancestor's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 02:47 UTC | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 299 | $215.30 | $64,374.70 |
DisclosureSEC source: 0001433195-25-000026 · wk-form4_1739933213.xml · nonDerivative · entry 17 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2021 Hume Ancestor Trust Disclosed balance after: 2,091 F8 · price: This transaction was executed in multiple trades with sales prices ranging from $214.81 to $215.80. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F6 · balance_after: These shares are directly owned by the Hume Ancestor's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 02:47 UTC | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 737 | $216.05 | $159,228.85 |
DisclosureSEC source: 0001433195-25-000026 · wk-form4_1739933213.xml · nonDerivative · entry 16 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2021 Wolf Descendants Trust Disclosed balance after: 4,500 F9 · price: This transaction was executed in multiple trades with sales prices ranging from $215.86 to $216.29. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F5 · balance_after: These shares are directly owned by the Wolf Descendants' Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 02:47 UTC | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 537 | $215.30 | $115,616.10 |
DisclosureSEC source: 0001433195-25-000026 · wk-form4_1739933213.xml · nonDerivative · entry 15 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2021 Wolf Descendants Trust Disclosed balance after: 3,763 F8 · price: This transaction was executed in multiple trades with sales prices ranging from $214.81 to $215.80. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F5 · balance_after: These shares are directly owned by the Wolf Descendants' Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 02:47 UTC | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 409 | $216.05 | $88,364.45 |
DisclosureSEC source: 0001433195-25-000026 · wk-form4_1739933213.xml · nonDerivative · entry 14 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2021 Wolf Ancestor Trust Disclosed balance after: 2,500 F9 · price: This transaction was executed in multiple trades with sales prices ranging from $215.86 to $216.29. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F4 · balance_after: These shares are directly owned by the Wolf Ancestor's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 02:47 UTC | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 299 | $215.30 | $64,374.70 |
DisclosureSEC source: 0001433195-25-000026 · wk-form4_1739933213.xml · nonDerivative · entry 13 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2021 Wolf Ancestor Trust Disclosed balance after: 2,091 F8 · price: This transaction was executed in multiple trades with sales prices ranging from $214.81 to $215.80. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F4 · balance_after: These shares are directly owned by the Wolf Ancestor's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 02:47 UTC | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 327 | $216.05 | $70,648.35 |
DisclosureSEC source: 0001433195-25-000026 · wk-form4_1739933213.xml · nonDerivative · entry 12 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2021 Hume Sibling Trust Disclosed balance after: 2,000 F9 · price: This transaction was executed in multiple trades with sales prices ranging from $215.86 to $216.29. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F2 · balance_after: These shares are directly owned by the Hume Sibling's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 02:47 UTC | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 239 | $215.30 | $51,456.70 |
DisclosureSEC source: 0001433195-25-000026 · wk-form4_1739933213.xml · nonDerivative · entry 11 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2021 Hume Sibling Trust Disclosed balance after: 1,673 F8 · price: This transaction was executed in multiple trades with sales prices ranging from $214.81 to $215.80. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F2 · balance_after: These shares are directly owned by the Hume Sibling's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Read SEC document |
| February 13, 2025 Filed Feb 19, 2025 02:47 UTC | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 520 | $215.73 | $112,179.60 |
DisclosureSEC source: 0001433195-25-000026 · wk-form4_1739933213.xml · nonDerivative · entry 10 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2021 Wolf Sibling Trust Disclosed balance after: 1,434 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $215.03 to $215.98. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F7 · balance_after: These shares are directly owned by the Wolf Sibling's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Read SEC document |
| February 13, 2025 Filed Feb 19, 2025 02:47 UTC | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 914 | $214.29 | $195,861.06 |
DisclosureSEC source: 0001433195-25-000026 · wk-form4_1739933213.xml · nonDerivative · entry 9 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2021 Wolf Sibling Trust Disclosed balance after: 914 F3 · price: This transaction was executed in multiple trades with sales prices ranging from $213.78 to $214.53. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F7 · balance_after: These shares are directly owned by the Wolf Sibling's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Read SEC document |
| February 13, 2025 Filed Feb 19, 2025 02:47 UTC | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 649 | $215.73 | $140,008.77 |
DisclosureSEC source: 0001433195-25-000026 · wk-form4_1739933213.xml · nonDerivative · entry 8 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2021 Hume Ancestor Trust Disclosed balance after: 1,792 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $215.03 to $215.98. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F6 · balance_after: These shares are directly owned by the Hume Ancestor's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Read SEC document |
| February 13, 2025 Filed Feb 19, 2025 02:47 UTC | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 1,143 | $214.29 | $244,933.47 |
DisclosureSEC source: 0001433195-25-000026 · wk-form4_1739933213.xml · nonDerivative · entry 7 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2021 Hume Ancestor Trust Disclosed balance after: 1,143 F3 · price: This transaction was executed in multiple trades with sales prices ranging from $213.78 to $214.53. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F6 · balance_after: These shares are directly owned by the Hume Ancestor's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Read SEC document |
| February 13, 2025 Filed Feb 19, 2025 02:47 UTC | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 1,169 | $215.73 | $252,188.37 |
DisclosureSEC source: 0001433195-25-000026 · wk-form4_1739933213.xml · nonDerivative · entry 6 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2021 Wolf Descendants Trust Disclosed balance after: 3,226 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $215.03 to $215.98. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F5 · balance_after: These shares are directly owned by the Wolf Descendants' Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Read SEC document |
| February 13, 2025 Filed Feb 19, 2025 02:47 UTC | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 2,057 | $214.29 | $440,794.53 |
DisclosureSEC source: 0001433195-25-000026 · wk-form4_1739933213.xml · nonDerivative · entry 5 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2021 Wolf Descendants Trust Disclosed balance after: 2,057 F3 · price: This transaction was executed in multiple trades with sales prices ranging from $213.78 to $214.53. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F5 · balance_after: These shares are directly owned by the Wolf Descendants' Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Read SEC document |
| February 13, 2025 Filed Feb 19, 2025 02:47 UTC | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 649 | $215.73 | $140,008.77 |
DisclosureSEC source: 0001433195-25-000026 · wk-form4_1739933213.xml · nonDerivative · entry 4 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2021 Wolf Ancestor Trust Disclosed balance after: 1,792 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $215.03 to $215.98. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F4 · balance_after: These shares are directly owned by the Wolf Ancestor's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Read SEC document |
| February 13, 2025 Filed Feb 19, 2025 02:47 UTC | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 1,143 | $214.29 | $244,933.47 |
DisclosureSEC source: 0001433195-25-000026 · wk-form4_1739933213.xml · nonDerivative · entry 3 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2021 Wolf Ancestor Trust Disclosed balance after: 1,143 F3 · price: This transaction was executed in multiple trades with sales prices ranging from $213.78 to $214.53. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F4 · balance_after: These shares are directly owned by the Wolf Ancestor's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Read SEC document |
| February 13, 2025 Filed Feb 19, 2025 02:47 UTC | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 914 | $214.29 | $195,861.06 |
DisclosureSEC source: 0001433195-25-000026 · wk-form4_1739933213.xml · nonDerivative · entry 2 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2021 Hume Sibling Trust Disclosed balance after: 1,434 F3 · price: This transaction was executed in multiple trades with sales prices ranging from $213.78 to $214.53. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F2 · balance_after: These shares are directly owned by the Hume Sibling's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Read SEC document |
| February 13, 2025 Filed Feb 19, 2025 02:47 UTC | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 520 | $215.73 | $112,179.60 |
DisclosureSEC source: 0001433195-25-000026 · wk-form4_1739933213.xml · nonDerivative · entry 1 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2021 Hume Sibling Trust Disclosed balance after: 520 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $215.03 to $215.98. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F2 · balance_after: These shares are directly owned by the Hume Sibling's Trust dated 4/24/2021. The reporting person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over such shares, and (ii) the settlor of such trust with the right to revoke the trust. Read SEC document |
| May 13, 2024 Filed May 15, 2024 23:30 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A Common Stock | 10,000 | $250.26 | $2,502,600.00 |
DisclosureSEC source: 0001433195-24-000069 · wk-form4_1715815802.xml · nonDerivative · entry 1 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · LWAW Revocable Trust Disclosed balance after: 182,584 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $250.09 to $250.42. The price reported above reflects the weighted average sales price for the cumulative trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer information regarding the individual trades. F2 · ownership.nature: The shares of Class A Common Stock reported on the table above are held by the LWAW Revocable Trust, dated 7/14/17, of which the reporting person and his spouse are the trustees. F3 · ownership.nature: The shares previously reported as held by the reporting person directly have been transferred to the LWAW Revocable Trust, dated 7/14/17. Read SEC document |
| June 06, 2023 Filed Jun 7, 2023 22:53 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 2,000 | $154.34 | $308,682.00 |
DisclosureSEC source: 0001433195-23-000068 · wk-form4_1686178394.xml · nonDerivative · entry 4 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2005 Hume Children's Trust Disclosed balance after: 2,000 F2 · ownership.nature: These shares are directly owned by the George H Hume Children's Trust dated 1/1/2005 FBO L Hume. The reporting person is an investment advisor to that trust and in that capacity may be deemed to have voting and dispositive power over such shares. Read SEC document |
| June 06, 2023 Filed Jun 7, 2023 22:53 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 4,000 | $154.45 | $617,796.00 |
DisclosureSEC source: 0001433195-23-000068 · wk-form4_1686178394.xml · nonDerivative · entry 3 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2012 Children's Trust Disclosed balance after: 23,000 F1 · ownership.nature: These shares are directly owned by the Hume 2012 Irrevocable Children's Trust, dated 11/19/12. The reporting person is an investment advisor to that trust and in that capacity may be deemed to have voting and dispositive power over such shares. Read SEC document |
| June 06, 2023 Filed Jun 15, 2023 19:16 UTC Amendment | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 2,000 | $154.34 | $308,682.00 |
DisclosureSEC source: 0001433195-23-000073 · wk-form4a_1686856584.xml · nonDerivative · entry 4 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2005 Hume Children's Trust Disclosed balance after: 2,000 F1 · kind: This amendment to the Form 4 filed on June 7, 2023 does not report any new or additional transactions but is being filed solely to correct the transaction codes and reported pricing. In this regard, all of the reported transactions were open-market purchases at volume weighted average prices but were inadvertently reflected in the original filing as exempt single transactions with the Issuer. The reporting person undertakes to provide to Issuer, any security holder of the Issuer or the SEC, upon request, full information regarding the number of shares purchased at each separate price. F1 · price: This amendment to the Form 4 filed on June 7, 2023 does not report any new or additional transactions but is being filed solely to correct the transaction codes and reported pricing. In this regard, all of the reported transactions were open-market purchases at volume weighted average prices but were inadvertently reflected in the original filing as exempt single transactions with the Issuer. The reporting person undertakes to provide to Issuer, any security holder of the Issuer or the SEC, upon request, full information regarding the number of shares purchased at each separate price. F3 · ownership.nature: These shares are directly owned by the George H Hume Children's Trust dated 1/1/2005 FBO L Hume. The reporting person is an investment advisor to that trust and in that capacity may be deemed to have voting and dispositive power over such shares. Read SEC document |
| June 06, 2023 Filed Jun 15, 2023 19:16 UTC Amendment | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 4,000 | $154.45 | $617,796.00 |
DisclosureSEC source: 0001433195-23-000073 · wk-form4a_1686856584.xml · nonDerivative · entry 3 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2012 Children's Trust Disclosed balance after: 23,000 F1 · kind: This amendment to the Form 4 filed on June 7, 2023 does not report any new or additional transactions but is being filed solely to correct the transaction codes and reported pricing. In this regard, all of the reported transactions were open-market purchases at volume weighted average prices but were inadvertently reflected in the original filing as exempt single transactions with the Issuer. The reporting person undertakes to provide to Issuer, any security holder of the Issuer or the SEC, upon request, full information regarding the number of shares purchased at each separate price. F1 · price: This amendment to the Form 4 filed on June 7, 2023 does not report any new or additional transactions but is being filed solely to correct the transaction codes and reported pricing. In this regard, all of the reported transactions were open-market purchases at volume weighted average prices but were inadvertently reflected in the original filing as exempt single transactions with the Issuer. The reporting person undertakes to provide to Issuer, any security holder of the Issuer or the SEC, upon request, full information regarding the number of shares purchased at each separate price. F2 · ownership.nature: These shares are directly owned by the Hume 2012 Irrevocable Children's Trust, dated 11/19/12. The reporting person is an investment advisor to that trust and in that capacity may be deemed to have voting and dispositive power over such shares. Read SEC document |
| June 05, 2023 Filed Jun 7, 2023 22:53 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 5,000 | $155.40 | $776,997.50 |
DisclosureSEC source: 0001433195-23-000068 · wk-form4_1686178394.xml · nonDerivative · entry 2 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2012 Children's Trust Disclosed balance after: 19,000 F1 · ownership.nature: These shares are directly owned by the Hume 2012 Irrevocable Children's Trust, dated 11/19/12. The reporting person is an investment advisor to that trust and in that capacity may be deemed to have voting and dispositive power over such shares. Read SEC document |
| June 05, 2023 Filed Jun 7, 2023 22:53 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 15,000 | $155.41 | $2,331,100.50 |
DisclosureSEC source: 0001433195-23-000068 · wk-form4_1686178394.xml · nonDerivative · entry 1 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 192,584 Read SEC document |
| June 05, 2023 Filed Jun 15, 2023 19:16 UTC Amendment | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 5,000 | $155.40 | $776,997.50 |
DisclosureSEC source: 0001433195-23-000073 · wk-form4a_1686856584.xml · nonDerivative · entry 2 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2012 Children's Trust Disclosed balance after: 19,000 F1 · kind: This amendment to the Form 4 filed on June 7, 2023 does not report any new or additional transactions but is being filed solely to correct the transaction codes and reported pricing. In this regard, all of the reported transactions were open-market purchases at volume weighted average prices but were inadvertently reflected in the original filing as exempt single transactions with the Issuer. The reporting person undertakes to provide to Issuer, any security holder of the Issuer or the SEC, upon request, full information regarding the number of shares purchased at each separate price. F1 · price: This amendment to the Form 4 filed on June 7, 2023 does not report any new or additional transactions but is being filed solely to correct the transaction codes and reported pricing. In this regard, all of the reported transactions were open-market purchases at volume weighted average prices but were inadvertently reflected in the original filing as exempt single transactions with the Issuer. The reporting person undertakes to provide to Issuer, any security holder of the Issuer or the SEC, upon request, full information regarding the number of shares purchased at each separate price. F2 · ownership.nature: These shares are directly owned by the Hume 2012 Irrevocable Children's Trust, dated 11/19/12. The reporting person is an investment advisor to that trust and in that capacity may be deemed to have voting and dispositive power over such shares. Read SEC document |
| June 05, 2023 Filed Jun 15, 2023 19:16 UTC Amendment | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 15,000 | $155.41 | $2,331,100.50 |
DisclosureSEC source: 0001433195-23-000073 · wk-form4a_1686856584.xml · nonDerivative · entry 1 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 192,584 F1 · kind: This amendment to the Form 4 filed on June 7, 2023 does not report any new or additional transactions but is being filed solely to correct the transaction codes and reported pricing. In this regard, all of the reported transactions were open-market purchases at volume weighted average prices but were inadvertently reflected in the original filing as exempt single transactions with the Issuer. The reporting person undertakes to provide to Issuer, any security holder of the Issuer or the SEC, upon request, full information regarding the number of shares purchased at each separate price. F1 · price: This amendment to the Form 4 filed on June 7, 2023 does not report any new or additional transactions but is being filed solely to correct the transaction codes and reported pricing. In this regard, all of the reported transactions were open-market purchases at volume weighted average prices but were inadvertently reflected in the original filing as exempt single transactions with the Issuer. The reporting person undertakes to provide to Issuer, any security holder of the Issuer or the SEC, upon request, full information regarding the number of shares purchased at each separate price. Read SEC document |
| May 08, 2023 Filed May 10, 2023 00:37 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 1,396 | $137.00 | $191,252.00 |
DisclosureSEC source: 0001433195-23-000055 · wf-form4_168367902487387.xml · nonDerivative · entry 5 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2012 Children's Trust Disclosed balance after: 14,000 F2 · ownership.nature: These shares are directly owned by the Hume 2012 Irrevocable Children's Trust, dated 11/19/12. The reporting person is an investment advisor to that trust and in that capacity may be deemed to have voting and dispositive power over such shares. Read SEC document |
| May 08, 2023 Filed May 10, 2023 00:37 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 4,458 | $136.26 | $607,447.08 |
DisclosureSEC source: 0001433195-23-000055 · wf-form4_168367902487387.xml · nonDerivative · entry 2 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,584 F1 · balance_after: Due to an administrative error, the Form 3 filed on January 24, 2022 by the reporting person under-reported the amount of securities beneficially owned by 3,000. This filing corrects such error and lists the correct amount of securities beneficially owned directly by the reporting person. Read SEC document |
| May 08, 2023 Filed Jun 15, 2023 19:11 UTC Amendment | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 1,396 | $137.00 | $191,252.00 |
DisclosureSEC source: 0001433195-23-000072 · wk-form4a_1686856306.xml · nonDerivative · entry 5 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2012 Children's Trust Disclosed balance after: 14,000 F1 · kind: This amendment to the Form 4 filed on May 9, 2023 does not report any new or additional transactions but is being filed solely to correct the transaction codes and reported pricing. In this regard, all of the reported transactions were open-market purchases at volume weighted average prices but were inadvertently reflected in the original filing as exempt single transactions with the Issuer. The reporting person undertakes to provide to Issuer, any security holder of the Issuer or the SEC, upon request, full information regarding the number of shares purchased at each separate price. F1 · price: This amendment to the Form 4 filed on May 9, 2023 does not report any new or additional transactions but is being filed solely to correct the transaction codes and reported pricing. In this regard, all of the reported transactions were open-market purchases at volume weighted average prices but were inadvertently reflected in the original filing as exempt single transactions with the Issuer. The reporting person undertakes to provide to Issuer, any security holder of the Issuer or the SEC, upon request, full information regarding the number of shares purchased at each separate price. F2 · ownership.nature: These shares are directly owned by the Hume 2012 Irrevocable Children's Trust, dated 11/19/12. The reporting person is an investment advisor to that trust and in that capacity may be deemed to have voting and dispositive power over such shares. Read SEC document |
| May 08, 2023 Filed Jun 15, 2023 19:11 UTC Amendment | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 4,458 | $136.26 | $607,447.08 |
DisclosureSEC source: 0001433195-23-000072 · wk-form4a_1686856306.xml · nonDerivative · entry 2 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,584 F1 · kind: This amendment to the Form 4 filed on May 9, 2023 does not report any new or additional transactions but is being filed solely to correct the transaction codes and reported pricing. In this regard, all of the reported transactions were open-market purchases at volume weighted average prices but were inadvertently reflected in the original filing as exempt single transactions with the Issuer. The reporting person undertakes to provide to Issuer, any security holder of the Issuer or the SEC, upon request, full information regarding the number of shares purchased at each separate price. F1 · price: This amendment to the Form 4 filed on May 9, 2023 does not report any new or additional transactions but is being filed solely to correct the transaction codes and reported pricing. In this regard, all of the reported transactions were open-market purchases at volume weighted average prices but were inadvertently reflected in the original filing as exempt single transactions with the Issuer. The reporting person undertakes to provide to Issuer, any security holder of the Issuer or the SEC, upon request, full information regarding the number of shares purchased at each separate price. Read SEC document |
| May 05, 2023 Filed May 10, 2023 00:37 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 2,500 | $137.00 | $342,500.00 |
DisclosureSEC source: 0001433195-23-000055 · wf-form4_168367902487387.xml · nonDerivative · entry 4 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2012 Children's Trust Disclosed balance after: 12,604 F2 · ownership.nature: These shares are directly owned by the Hume 2012 Irrevocable Children's Trust, dated 11/19/12. The reporting person is an investment advisor to that trust and in that capacity may be deemed to have voting and dispositive power over such shares. Read SEC document |
| May 05, 2023 Filed May 10, 2023 00:37 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 104 | $136.75 | $14,222.00 |
DisclosureSEC source: 0001433195-23-000055 · wf-form4_168367902487387.xml · nonDerivative · entry 3 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2012 Children's Trust Disclosed balance after: 10,104 F2 · ownership.nature: These shares are directly owned by the Hume 2012 Irrevocable Children's Trust, dated 11/19/12. The reporting person is an investment advisor to that trust and in that capacity may be deemed to have voting and dispositive power over such shares. Read SEC document |
| May 05, 2023 Filed May 10, 2023 00:37 UTC | APPFOLIO INC APPF · Entity 3638 | GrantClass A Common Stock | 4,402 | $136.99 | $603,029.98 |
DisclosureSEC source: 0001433195-23-000055 · wf-form4_168367902487387.xml · nonDerivative · entry 1 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,126 F1 · balance_after: Due to an administrative error, the Form 3 filed on January 24, 2022 by the reporting person under-reported the amount of securities beneficially owned by 3,000. This filing corrects such error and lists the correct amount of securities beneficially owned directly by the reporting person. Read SEC document |
| May 05, 2023 Filed Jun 15, 2023 19:11 UTC Amendment | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 2,500 | $137.00 | $342,500.00 |
DisclosureSEC source: 0001433195-23-000072 · wk-form4a_1686856306.xml · nonDerivative · entry 4 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2012 Children's Trust Disclosed balance after: 12,604 F1 · kind: This amendment to the Form 4 filed on May 9, 2023 does not report any new or additional transactions but is being filed solely to correct the transaction codes and reported pricing. In this regard, all of the reported transactions were open-market purchases at volume weighted average prices but were inadvertently reflected in the original filing as exempt single transactions with the Issuer. The reporting person undertakes to provide to Issuer, any security holder of the Issuer or the SEC, upon request, full information regarding the number of shares purchased at each separate price. F1 · price: This amendment to the Form 4 filed on May 9, 2023 does not report any new or additional transactions but is being filed solely to correct the transaction codes and reported pricing. In this regard, all of the reported transactions were open-market purchases at volume weighted average prices but were inadvertently reflected in the original filing as exempt single transactions with the Issuer. The reporting person undertakes to provide to Issuer, any security holder of the Issuer or the SEC, upon request, full information regarding the number of shares purchased at each separate price. F2 · ownership.nature: These shares are directly owned by the Hume 2012 Irrevocable Children's Trust, dated 11/19/12. The reporting person is an investment advisor to that trust and in that capacity may be deemed to have voting and dispositive power over such shares. Read SEC document |
| May 05, 2023 Filed Jun 15, 2023 19:11 UTC Amendment | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 104 | $136.75 | $14,222.00 |
DisclosureSEC source: 0001433195-23-000072 · wk-form4a_1686856306.xml · nonDerivative · entry 3 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · 2012 Children's Trust Disclosed balance after: 10,104 F1 · kind: This amendment to the Form 4 filed on May 9, 2023 does not report any new or additional transactions but is being filed solely to correct the transaction codes and reported pricing. In this regard, all of the reported transactions were open-market purchases at volume weighted average prices but were inadvertently reflected in the original filing as exempt single transactions with the Issuer. The reporting person undertakes to provide to Issuer, any security holder of the Issuer or the SEC, upon request, full information regarding the number of shares purchased at each separate price. F1 · price: This amendment to the Form 4 filed on May 9, 2023 does not report any new or additional transactions but is being filed solely to correct the transaction codes and reported pricing. In this regard, all of the reported transactions were open-market purchases at volume weighted average prices but were inadvertently reflected in the original filing as exempt single transactions with the Issuer. The reporting person undertakes to provide to Issuer, any security holder of the Issuer or the SEC, upon request, full information regarding the number of shares purchased at each separate price. F2 · ownership.nature: These shares are directly owned by the Hume 2012 Irrevocable Children's Trust, dated 11/19/12. The reporting person is an investment advisor to that trust and in that capacity may be deemed to have voting and dispositive power over such shares. Read SEC document |
| May 05, 2023 Filed Jun 15, 2023 19:11 UTC Amendment | APPFOLIO INC APPF · Entity 3638 | PurchaseClass A Common Stock | 4,402 | $136.99 | $603,029.98 |
DisclosureSEC source: 0001433195-23-000072 · wk-form4a_1686856306.xml · nonDerivative · entry 1 Wolf Alexander · CIK 0001907431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,126 F1 · kind: This amendment to the Form 4 filed on May 9, 2023 does not report any new or additional transactions but is being filed solely to correct the transaction codes and reported pricing. In this regard, all of the reported transactions were open-market purchases at volume weighted average prices but were inadvertently reflected in the original filing as exempt single transactions with the Issuer. The reporting person undertakes to provide to Issuer, any security holder of the Issuer or the SEC, upon request, full information regarding the number of shares purchased at each separate price. F1 · price: This amendment to the Form 4 filed on May 9, 2023 does not report any new or additional transactions but is being filed solely to correct the transaction codes and reported pricing. In this regard, all of the reported transactions were open-market purchases at volume weighted average prices but were inadvertently reflected in the original filing as exempt single transactions with the Issuer. The reporting person undertakes to provide to Issuer, any security holder of the Issuer or the SEC, upon request, full information regarding the number of shares purchased at each separate price. 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.