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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 01-Jul-24 6:26 PM View:  | AppFolio, Inc. (APPF) | 27-Jun-24 | Grant | 643 | -- | -- | 12% 5.45K to 6.09K | |
| 28-Jun-24 5:13 PM View: | AppFolio, Inc. (APPF) | 27-Jun-24 | Sale | 3,389 | $241.65 | $818,950.00 | (38%) 8.84K to 5.45K | |
| 28-Jun-24 5:13 PM View: | AppFolio, Inc. (APPF) | 26-Jun-24 | Conversion | 8,500 | -- | -- | 156% 5.45K to 13.95K | |
| 28-Jun-24 5:13 PM View: | AppFolio, Inc. (APPF) | 26-Jun-24 | Sale | 5,111 | $240.24 | $1,227,870.00 | (37%) 13.95K to 8.84K | |
| 11-Mar-24 7:21 PM View: | AppFolio, Inc. (APPF) | 07-Mar-24 | Conversion | 4,500 | -- | -- | 83% 5.45K to 9.95K | |
| 11-Mar-24 7:21 PM View: | AppFolio, Inc. (APPF) | 07-Mar-24 | Sale | 4,500 | $226.56 | $1,019,540.00 | (45%) 9.95K to 5.45K | |
| 30-Jun-23 9:26 PM View: | AppFolio, Inc. (APPF) | 27-Jun-23 | Grant | 921 | -- | -- | 20% 4.53K to 5.45K | |
| 29-Jun-22 9:31 PM View: | AppFolio, Inc. (APPF) | 27-Jun-22 | Grant | 1,557 | -- | -- | 52% 2.97K to 4.53K | |
| 30-Jun-21 8:40 PM View: | AppFolio, Inc. (APPF) | 28-Jun-21 | Grant | 1,039 | -- | -- | 54% 1.93K to 2.97K | |
| 01-Jul-20 8:04 PM View: | AppFolio, Inc. (APPF) | 29-Jun-20 | Grant | 935 | -- | -- | 94% 1.0K to 1.93K | |
| 17-Jan-20 7:27 PM View: | AppFolio, Inc. (APPF) | 16-Jan-20 | Disposition | 10,071 | $123.02 | $1,238,940.00 | (2%) 503.02K to 492.95K | |
| 17-Jan-20 7:27 PM View: | AppFolio, Inc. (APPF) | 15-Jan-20 | Disposition | 10,332 | $122.26 | $1,263,160.00 | (2%) 513.35K to 503.02K | |
| 28-Jun-19 5:27 PM View: | AppFolio, Inc. (APPF) | 27-Jun-19 | Grant | 997 | -- | -- | 5% 20.4K to 21.4K | |
| 28-Jun-18 8:02 PM View: | AppFolio, Inc. (APPF) | 27-Jun-18 | Grant | 1,638 | -- | -- | 9% 18.77K to 20.4K | |
| 28-Jun-17 7:09 PM View: | AppFolio, Inc. (APPF) | 27-Jun-17 | Grant | 3,003 | -- | -- | 19% 15.76K to 18.77K | |
| 29-Jun-16 6:18 PM View: | AppFolio, Inc. (APPF) | 27-Jun-16 | Grant | 7,429 | -- | -- | 89% 8.33K to 15.76K | |
| 29-Jun-15 3:28 PM View: | AppFolio, Inc. (APPF) | 25-Jun-15 | Grant | 8,333 | -- | -- | 100% 0 to 8.33K |