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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 19-Nov-24 5:32 PM View:  | AppFolio, Inc. (APPF) | 15-Nov-24 | Private Sale (Planned) | 3,500 | $229.85 | $804,475.00 | (4%) 77.83K to 74.33K | |
| 20-Aug-24 1:25 PM View: | AppFolio, Inc. (APPF) | 16-Aug-24 | Private Sale (Planned) | 3,501 | $218.98 | $766,649.00 | (4%) 85.2K to 81.7K | |
| 13-Aug-24 4:31 PM View: | AppFolio, Inc. (APPF) | 10-Aug-24 | Payment of Exercise | 3,872 | $213.92 | $828,298.00 | (4%) 89.07K to 85.2K | |
| 17-May-24 4:06 PM View: | AppFolio, Inc. (APPF) | 15-May-24 | Private Sale | 8,210 | $249.76 | $2,050,500.00 | (8%) 97.28K to 89.07K | |
| 14-May-24 5:41 PM View: | AppFolio, Inc. (APPF) | 10-May-24 | Payment of Exercise | 7,062 | $247.31 | $1,746,500.00 | (7%) 104.34K to 97.28K | |
| 04-Mar-24 4:01 PM View: | AppFolio, Inc. (APPF) | 29-Feb-24 | Private Sale | 6,831 | $240.07 | $1,639,920.00 | (6%) 111.17K to 104.34K | |
| 13-Feb-24 4:47 PM View: | AppFolio, Inc. (APPF) | 10-Feb-24 | Grant | 40,392 | -- | -- | 51% 79.23K to 119.63K | |
| 13-Feb-24 4:47 PM View: | AppFolio, Inc. (APPF) | 10-Feb-24 | Payment of Exercise | 8,450 | $233.71 | $1,974,850.00 | (7%) 119.63K to 111.17K | |
| 26-Jan-24 4:30 PM View: | AppFolio, Inc. (APPF) | 24-Jan-24 | Grant | 9,556 | -- | -- | 14% 70.62K to 80.17K | |
| 26-Jan-24 4:30 PM View: | AppFolio, Inc. (APPF) | 24-Jan-24 | Payment of Exercise | 939 | $176.50 | $165,734.00 | (1%) 80.17K to 79.23K | |
| 22-Nov-23 4:41 PM View: | AppFolio, Inc. (APPF) | 20-Nov-23 | Private Sale | 7,430 | $200.10 | $1,486,740.00 | (10%) 78.05K to 70.62K | |
| 14-Aug-23 7:03 PM View: | AppFolio, Inc. (APPF) | 10-Aug-23 | Payment of Exercise | 1,906 | $172.61 | $328,995.00 | (2%) 81.86K to 79.95K | |
| 12-May-23 7:25 PM View: | AppFolio, Inc. (APPF) | 10-May-23 | Payment of Exercise | 5,027 | $142.64 | $717,051.00 | (6%) 86.88K to 81.86K | |
| 03-Mar-23 10:00 PM View: | AppFolio, Inc. (APPF) | 01-Mar-23 | Grant | 11,864 | -- | -- | 16% 75.02K to 86.88K | |
| 14-Feb-23 7:19 PM View: | AppFolio, Inc. (APPF) | 10-Feb-23 | Grant | 12,784 | -- | -- | 20% 63.88K to 76.67K | |
| 14-Feb-23 7:19 PM View: | AppFolio, Inc. (APPF) | 10-Feb-23 | Payment of Exercise | 1,646 | $124.31 | $204,614.00 | (2%) 76.67K to 75.02K | |
| 26-Jan-23 8:06 PM View: | AppFolio, Inc. (APPF) | 24-Jan-23 | Grant | 25,027 | -- | -- | 63% 40.0K to 65.03K | |
| 26-Jan-23 8:06 PM View: | AppFolio, Inc. (APPF) | 24-Jan-23 | Payment of Exercise | 1,146 | $119.07 | $136,454.00 | (2%) 65.03K to 63.88K | |
| 14-Nov-22 7:22 PM View: | AppFolio, Inc. (APPF) | 10-Nov-22 | Payment of Exercise | 232 | $120.71 | $28,004.70 | (< 1%) 41.32K to 41.09K | (1%) |
| 12-Aug-22 7:35 PM View: | AppFolio, Inc. (APPF) | 10-Aug-22 | Payment of Exercise | 233 | $111.92 | $26,077.40 | (< 1%) 41.56K to 41.32K | (9%) |
| 12-May-22 8:16 PM View: | AppFolio, Inc. (APPF) | 10-May-22 | Payment of Exercise | 3,247 | $85.84 | $278,722.00 | (7%) 47.82K to 44.57K | |
| 15-Dec-21 8:04 PM View: | AppFolio, Inc. (APPF) | 13-Dec-21 | Grant | 7,476 | -- | -- | 19% 40.34K to 47.82K | |
| 12-May-21 8:22 PM View: | AppFolio, Inc. (APPF) | 10-May-21 | Disposition (other) | 2,546 | $127.36 | $324,259.00 | (6%) 42.89K to 40.34K | 2% |
| 02-Mar-21 7:56 PM View: | AppFolio, Inc. (APPF) | 26-Feb-21 | Disposition (other) | 616 | $164.02 | $101,036.00 | (1%) 43.51K to 42.89K | 1% |
| 21-Jan-21 8:29 PM View: | AppFolio, Inc. (APPF) | 19-Jan-21 | Grant | 2,588 | -- | -- | 6% 40.92K to 43.51K |