Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
APPFOLIO INC
Report date June 19, 2017 · Filed June 21, 2017
Section 16 reporting ended · disclosed 2017-06-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 286,171 |
Reported balance
After 2017-06-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-06-19 · Sale · Disposed 220,000 · Balance 286,171 F1: These shares are held in the self-directed Individual Retirement Account of William E. Oberndorf ("WEO"). |
| Class A common stockSEC Table I · non-derivative | IndirectSee Footnote | 185,269 |
Reported balance
Holding disclosure · report date 2017-06-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 185,269 F2: These shares are owned directly by the Bill & Susan Oberndorf Foundation, a California corporation ("Oberndorf Foundation"), and may be deemed to be indirectly beneficially owned by WEO as a controlling person of Oberndorf Foundation. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. |
| Class A common stockSEC Table I · non-derivative | IndirectSee Footnote | 631,086 |
Reported balance
Holding disclosure · report date 2017-06-19 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 631,086 F3: These shares are owned directly by Oberndorf Investments LLC, a Delaware limited liability company ("OBI"), and may be deemed to be indirectly beneficially owned by WEO as the sole controlling person of OBI. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. |
| Class A common stockSEC Table I · non-derivative | IndirectSee Footnote | 850 |
Reported balance
Holding disclosure · report date 2017-06-19 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 850 F4: These shares are directly owned by WEO's child, Peter C. Oberndorf, and may be deemed to be indirectly beneficially owned by WEO. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. |
| Class A common stockSEC Table I · non-derivative | IndirectSee Footnote | 10,700 |
Reported balance
Holding disclosure · report date 2017-06-19 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 10,700 F5: These shares are owned directly by the Peter Oberndorf Irrevocable Trust, dated 6/30/89 ("PCO Trust"), and may be deemed to be indirectly beneficially owned by WEO in his capacity as trustee for the PCO Trust. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. |
| Class A common stockSEC Table I · non-derivative | IndirectSee Footnote | 30 |
Reported balance
Holding disclosure · report date 2017-06-19 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 30 F6: These shares are directly owned by WEO's aunt, Caroline G. Oberndorf, and may be deemed to be indirectly beneficially owned by WEO in his capacity as an authorized signatory for the account of Caroline G. Oberndorf. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. |
| Class A common stockSEC Table I · non-derivative | IndirectSee Footnote | 8,612 |
Reported balance
Holding disclosure · report date 2017-06-19 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 8,612 F7: These shares are owned directly by the William E. Oberndorf Irrevocable Trust, dated 6/30/89 ("Oberndorf Irrevocable Trust"), and may be deemed to be indirectly beneficially owned by WEO in his capacity as trustee for the Oberndorf Irrevocable Trust. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are held in the self-directed Individual Retirement Account of William E. Oberndorf ("WEO").
F2: These shares are owned directly by the Bill & Susan Oberndorf Foundation, a California corporation ("Oberndorf Foundation"), and may be deemed to be indirectly beneficially owned by WEO as a controlling person of Oberndorf Foundation. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.
F3: These shares are owned directly by Oberndorf Investments LLC, a Delaware limited liability company ("OBI"), and may be deemed to be indirectly beneficially owned by WEO as the sole controlling person of OBI. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.
F4: These shares are directly owned by WEO's child, Peter C. Oberndorf, and may be deemed to be indirectly beneficially owned by WEO. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.
F5: These shares are owned directly by the Peter Oberndorf Irrevocable Trust, dated 6/30/89 ("PCO Trust"), and may be deemed to be indirectly beneficially owned by WEO in his capacity as trustee for the PCO Trust. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.
F6: These shares are directly owned by WEO's aunt, Caroline G. Oberndorf, and may be deemed to be indirectly beneficially owned by WEO in his capacity as an authorized signatory for the account of Caroline G. Oberndorf. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.
F7: These shares are owned directly by the William E. Oberndorf Irrevocable Trust, dated 6/30/89 ("Oberndorf Irrevocable Trust"), and may be deemed to be indirectly beneficially owned by WEO in his capacity as trustee for the Oberndorf Irrevocable Trust. WEO disclaims beneficial ownership of 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 |
|---|---|---|---|---|---|---|
| June 19, 2017 Filed Jun 21, 2017 22:00 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A common stock | 220,000 | $31.25 | $6,875,000.00 |
DisclosureSEC source: 0000899243-17-016877 · doc4.xml · nonDerivative · entry 1 OBERNDORF WILLIAM E · CIK 0001218663 · Former 10% Owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,171 F1 · ownership.direct: These shares are held in the self-directed Individual Retirement Account of William E. Oberndorf ("WEO"). Read SEC document |
| May 09, 2017 Filed May 11, 2017 18:00 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A common stock | 3,250 | $27.00 | $87,750.00 |
DisclosureSEC source: 0000899243-17-012883 · doc4.xml · nonDerivative · entry 1 OBERNDORF WILLIAM E · CIK 0001218663 · 10% owner OBERNDORF PETER CALDWELL · CIK 0001647292 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 850 F1 · ownership.nature: These shares are directly owned by William E. Oberndorf's ("WEO") child, Peter C. Oberndorf, and may be deemed to be indirectly beneficially owned by WEO. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. Read SEC document |
| March 22, 2017 Filed Mar 24, 2017 22:00 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A common stock | 4,500 | $24.07 | $108,315.00 |
DisclosureSEC source: 0000899243-17-008549 · doc4.xml · nonDerivative · entry 3 OBERNDORF WILLIAM E · CIK 0001218663 · 10% owner PETER C OBERNDORF TRUST · CIK 0001252471 · 10% owner Oberndorf Caroline G · CIK 0001559795 · 10% owner WILLIAM ERNST OBERNDORF TRUST · CIK 0001252472 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 8,612 F3 · ownership.nature: These shares are owned directly by the William E. Oberndorf Irrevocable Trust, dated 6/30/89 ("Oberndorf Irrevocable Trust"), and may be deemed to be indirectly beneficially owned by WEO in his capacity as trustee for the Oberndorf Irrevocable Trust. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. Read SEC document |
| March 22, 2017 Filed Mar 24, 2017 22:00 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A common stock | 300 | $24.07 | $7,221.00 |
DisclosureSEC source: 0000899243-17-008549 · doc4.xml · nonDerivative · entry 2 OBERNDORF WILLIAM E · CIK 0001218663 · 10% owner PETER C OBERNDORF TRUST · CIK 0001252471 · 10% owner Oberndorf Caroline G · CIK 0001559795 · 10% owner WILLIAM ERNST OBERNDORF TRUST · CIK 0001252472 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 30 F2 · ownership.nature: These shares are directly owned by WEO's aunt, Caroline G. Oberndorf, and may be deemed to be indirectly beneficially owned by WEO in his capacity as an authorized signatory for the account of Caroline G. Oberndorf. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. Read SEC document |
| March 22, 2017 Filed Mar 24, 2017 22:00 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A common stock | 35,200 | $24.07 | $847,264.00 |
DisclosureSEC source: 0000899243-17-008549 · doc4.xml · nonDerivative · entry 1 OBERNDORF WILLIAM E · CIK 0001218663 · 10% owner PETER C OBERNDORF TRUST · CIK 0001252471 · 10% owner Oberndorf Caroline G · CIK 0001559795 · 10% owner WILLIAM ERNST OBERNDORF TRUST · CIK 0001252472 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 10,700 F1 · ownership.nature: These shares are owned directly by the Peter Oberndorf Irrevocable Trust, dated 6/30/89 ("PCO Trust"), and may be deemed to be indirectly beneficially owned by William E. Oberndorf ("WEO") in his capacity as trustee for the PCO Trust. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. Read SEC document |
| March 07, 2017 Filed Mar 7, 2017 23:01 UTC | APPFOLIO INC APPF · Entity 3638 | OtherClass A common stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-006716 · doc4.xml · nonDerivative · entry 2 OBERNDORF WILLIAM E · CIK 0001218663 · 10% owner OBERNDORF FOUNDATION · CIK 0001252468 · 10% owner Oberndorf Investments, LLC · CIK 0001607557 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 631,086 F2 · kind: March 7, 2017 distribution by Oberndorf Investments LLC, a Delaware limited liability company ("OBI"), of 2,000 shares to a member. F2 · price: March 7, 2017 distribution by Oberndorf Investments LLC, a Delaware limited liability company ("OBI"), of 2,000 shares to a member. F3 · ownership.nature: These shares are owned directly by OBI and may be deemed to be indirectly beneficially owned by WEO as the sole controlling person of OBI. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 23:01 UTC | APPFOLIO INC APPF · Entity 3638 | SaleClass A common stock | 500,000 | $23.25 | $11,625,000.00 |
DisclosureSEC source: 0000899243-17-006716 · doc4.xml · nonDerivative · entry 1 OBERNDORF WILLIAM E · CIK 0001218663 · 10% owner OBERNDORF FOUNDATION · CIK 0001252468 · 10% owner Oberndorf Investments, LLC · CIK 0001607557 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 185,269 F1 · shares: These shares are owned directly by the Bill & Susan Oberndorf Foundation, a California corporation ("Oberndorf Foundation"), and were received in a bona fide gift transaction. These shares may be deemed to be indirectly beneficially owned by William E. Oberndorf ("WEO") as a controlling person of Oberndorf Foundation. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. F1 · ownership.nature: These shares are owned directly by the Bill & Susan Oberndorf Foundation, a California corporation ("Oberndorf Foundation"), and were received in a bona fide gift transaction. These shares may be deemed to be indirectly beneficially owned by William E. Oberndorf ("WEO") as a controlling person of Oberndorf Foundation. WEO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest 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.