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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 24-Jul-24 1:04 PM View:  | AppFolio, Inc. (APPF) | 22-Jul-24 | Gift | 100,000 | -- | -- | (25%) 404.0K to 304.0K | |
| 24-Jul-24 1:04 PM View: | AppFolio, Inc. (APPF) | 22-Jul-24 | Sale | 1,000 | $270.00 | $270,000.00 | (< 1%) 304.0K to 303.0K | |
| 16-Jul-24 4:00 PM View: | AppFolio, Inc. (APPF) | 12-Jul-24 | Gift | 100,000 | -- | -- | (20%) 505.0K to 405.0K | |
| 16-Jul-24 4:00 PM View: | AppFolio, Inc. (APPF) | 12-Jul-24 | Sale | 1,000 | $260.00 | $260,000.00 | (< 1%) 405.0K to 404.0K | |
| 27-Jun-24 5:16 PM View: | AppFolio, Inc. (APPF) | 25-Jun-24 | Conversion | 505,000 | -- | -- | 100% 0 to 505.0K | |
| 29-Mar-24 4:28 PM View: | AppFolio, Inc. (APPF) | 27-Mar-24 | Gift | 100,000 | -- | -- | (100%) 100.0K to 0 | |
| 14-Feb-24 4:01 PM View: | AppFolio, Inc. (APPF) | 12-Feb-24 | Gift | 100,000 | -- | -- | (50%) 200.0K to 100.0K | |
| 31-Jan-24 5:47 PM View: | AppFolio, Inc. (APPF) | 30-Jan-24 | Gift | 100,000 | -- | -- | (33%) 300.0K to 200.0K | |
| 31-Jan-24 5:47 PM View: | AppFolio, Inc. (APPF) | 29-Jan-24 | Gift | 100,000 | -- | -- | (25%) 400.0K to 300.0K | |
| 17-Nov-23 8:01 PM View: | AppFolio, Inc. (APPF) | 16-Nov-23 | Gift | 100,000 | -- | -- | (20%) 500.0K to 400.0K | |
| 15-Sep-23 11:49 AM View: | AppFolio, Inc. (APPF) | 13-Sep-23 | Conversion | 500,000 | -- | -- | 100% 0 to 500.0K | |
| 07-Sep-23 6:06 PM View: | AppFolio, Inc. (APPF) | 05-Sep-23 | Gift | 100,000 | -- | -- | (100%) 100.0K to 0 | |
| 19-Jul-23 3:23 PM View: | AppFolio, Inc. (APPF) | 17-Jul-23 | Gift | 100,000 | -- | -- | (50%) 200.0K to 100.0K | |
| 12-Feb-21 10:00 PM View: | AppFolio, Inc. (APPF) | 22-Dec-20 | Gift | 100,000 | -- | -- | (33%) 300.0K to 200.0K | |
| 12-Feb-21 10:00 PM View: | AppFolio, Inc. (APPF) | 10-Dec-20 | Gift | 100,000 | -- | -- | (25%) 400.0K to 300.0K | |
| 12-Feb-21 10:00 PM View: | AppFolio, Inc. (APPF) | 09-Dec-20 | Gift | 100,000 | -- | -- | (20%) 500.0K to 400.0K | |
| 12-Feb-21 10:00 PM View: | AppFolio, Inc. (APPF) | 08-Dec-20 | Conversion | 500,000 | -- | -- | 100% 0 to 500.0K | |
| 12-Feb-21 10:00 PM View: | AppFolio, Inc. (APPF) | 17-Sep-20 | Gift | 100,000 | -- | -- | (100%) 100.0K to 0 | |
| 12-Feb-21 10:00 PM View: | AppFolio, Inc. (APPF) | 16-Sep-20 | Conversion | 100,000 | -- | -- | 100% 0 to 100.0K | |
| 27-Aug-20 7:59 PM View: | AppFolio, Inc. (APPF) | 26-Aug-20 | Conversion | 5,125 | -- | -- | 100% 0 to 5.13K | |
| 27-Aug-20 7:59 PM View: | AppFolio, Inc. (APPF) | 26-Aug-20 | Market Sale (Planned) | 5,125 | $174.91 | $896,437.00 | (100%) 5.13K to 0 | |
| 27-Aug-20 7:59 PM View: | AppFolio, Inc. (APPF) | 25-Aug-20 | Conversion | 9,385 | -- | -- | 100% 0 to 9.38K | |
| 27-Aug-20 7:59 PM View: | AppFolio, Inc. (APPF) | 25-Aug-20 | Market Sale (Planned) | 9,385 | $170.67 | $1,601,750.00 | (100%) 9.38K to 0 | |
| 24-Aug-20 8:00 PM View: | AppFolio, Inc. (APPF) | 24-Aug-20 | Conversion | 1,104 | -- | -- | 100% 0 to 1.1K | |
| 24-Aug-20 8:00 PM View: | AppFolio, Inc. (APPF) | 24-Aug-20 | Market Sale (Planned) | 1,104 | $170.22 | $187,927.00 | (100%) 1.1K to 0 | |
| 24-Aug-20 8:00 PM View: | AppFolio, Inc. (APPF) | 20-Aug-20 | Conversion | 4,761 | -- | -- | 100% 0 to 4.76K | |
| 24-Aug-20 8:00 PM View: | AppFolio, Inc. (APPF) | 20-Aug-20 | Market Sale (Planned) | 4,761 | $170.14 | $810,052.00 | (100%) 4.76K to 0 | |
| 10-Aug-20 8:42 PM View: | AppFolio, Inc. (APPF) | 06-Aug-20 | Conversion | 9,625 | -- | -- | 100% 0 to 9.63K | |
| 10-Aug-20 8:42 PM View: | AppFolio, Inc. (APPF) | 06-Aug-20 | Market Sale (Planned) | 9,625 | $170.50 | $1,641,080.00 | (100%) 9.63K to 0 | |
| 22-Jul-20 7:56 PM View: | AppFolio, Inc. (APPF) | 20-Jul-20 | Conversion | 15,798 | -- | -- | 100% 0 to 15.8K | |
| 22-Jul-20 7:56 PM View: | AppFolio, Inc. (APPF) | 20-Jul-20 | Market Sale (Planned) | 15,798 | $152.66 | $2,411,720.00 | (100%) 15.8K to 0 | |
| 15-Jul-20 8:07 PM View: | AppFolio, Inc. (APPF) | 15-Jul-20 | Conversion | 700 | -- | -- | 100% 0 to 0.7K | |
| 15-Jul-20 8:07 PM View: | AppFolio, Inc. (APPF) | 15-Jul-20 | Market Sale (Planned) | 700 | $150.40 | $105,278.00 | (100%) 0.7K to 0 | |
| 15-Jul-20 8:07 PM View: | AppFolio, Inc. (APPF) | 14-Jul-20 | Conversion | 5,749 | -- | -- | 100% 0 to 5.75K | |
| 15-Jul-20 8:07 PM View: | AppFolio, Inc. (APPF) | 14-Jul-20 | Market Sale (Planned) | 5,749 | $150.24 | $863,716.00 | (100%) 5.75K to 0 | |
| 15-Jul-20 8:07 PM View: | AppFolio, Inc. (APPF) | 13-Jul-20 | Conversion | 37,753 | -- | -- | 100% 0 to 37.75K | |
| 15-Jul-20 8:07 PM View: | AppFolio, Inc. (APPF) | 13-Jul-20 | Market Sale (Planned) | 37,753 | $154.67 | $5,839,340.00 | (100%) 37.75K to 0 | |
| 12-Feb-21 10:00 PM View: | AppFolio, Inc. (APPF) | 22-Jun-20 | Gift | 100,000 | -- | -- | (100%) 100.0K to 0 | |
| 12-Feb-21 10:00 PM View: | AppFolio, Inc. (APPF) | 19-Jun-20 | Conversion | 100,000 | -- | -- | 100% 0 to 100.0K | |
| 10-Jun-20 8:02 PM View: | AppFolio, Inc. (APPF) | 08-Jun-20 | Conversion | 30,000 | -- | -- | 100% 0 to 30.0K | |
| 10-Jun-20 8:02 PM View: | AppFolio, Inc. (APPF) | 08-Jun-20 | Market Sale (Planned) | 30,000 | $162.45 | $4,873,550.00 | (100%) 30.0K to 0 |