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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 12-Mar-24 9:59 PM View:  | AppFolio, Inc. (APPF) | 12-Mar-24 | Sale | 40,316 | $223.89 | $9,026,430.00 | (44%) 90.72K to 50.41K | |
| 12-Mar-24 9:59 PM View: | AppFolio, Inc. (APPF) | 11-Mar-24 | Sale | 10,000 | $227.24 | $2,272,370.00 | (10%) 100.72K to 90.72K | |
| 12-Mar-24 9:59 PM View: | AppFolio, Inc. (APPF) | 08-Mar-24 | Private Sale | 14,684 | $227.73 | $3,343,950.00 | (13%) 115.41K to 100.72K | |
| 04-Mar-24 5:38 PM View: | AppFolio, Inc. (APPF) | 04-Mar-24 | Gift | 9,000 | -- | -- | (7%) 124.41K to 115.41K | |
| 04-Mar-24 5:38 PM View: | AppFolio, Inc. (APPF) | 29-Feb-24 | Conversion | 75,754 | -- | -- | 842% 9.0K to 84.75K | |
| 04-Mar-24 5:38 PM View: | AppFolio, Inc. (APPF) | 29-Feb-24 | Conversion | 39,655 | -- | -- | 47% 84.75K to 124.41K | |
| 27-Feb-24 6:29 PM View: | AppFolio, Inc. (APPF) | 23-Feb-24 | Conversion | 9,000 | -- | -- | 100% 0 to 9.0K | |
| 19-Sep-22 6:16 PM View: | AppFolio, Inc. (APPF) | 15-Sep-22 | Sale Duplicate | 13,072 | $100.25 | $1,310,400.00 | (100%) 13.07K to 0 | |
| 07-Sep-22 7:51 PM View: | AppFolio, Inc. (APPF) | 07-Sep-22 | Sale | 2,552 | $96.43 | $246,100.00 | (16%) 15.62K to 13.07K | |
| 07-Sep-22 7:51 PM View: | AppFolio, Inc. (APPF) | 06-Sep-22 | Sale | 20,000 | $95.03 | $1,900,650.00 | (56%) 35.62K to 15.62K | |
| 07-Sep-22 7:51 PM View: | AppFolio, Inc. (APPF) | 02-Sep-22 | Sale | 7,448 | $96.88 | $721,567.00 | (17%) 43.07K to 35.62K | |
| 29-Aug-22 5:45 PM View: | AppFolio, Inc. (APPF) | 25-Aug-22 | Conversion | 30,000 | -- | -- | 229% 13.07K to 43.07K | |
| 18-Aug-22 4:30 PM View: | AppFolio, Inc. (APPF) | 17-Aug-22 | Market Sale | 3,626 | $108.74 | $394,279.00 | (22%) 16.7K to 13.07K | (12%) |
| 18-Aug-22 4:30 PM View: | AppFolio, Inc. (APPF) | 16-Aug-22 | Market Sale | 5,702 | $110.21 | $628,424.00 | (25%) 22.4K to 16.7K | (11%) |
| 15-Aug-22 8:46 PM View: | AppFolio, Inc. (APPF) | 15-Aug-22 | Market Sale | 8,115 | $112.25 | $910,892.00 | (27%) 30.52K to 22.4K | (9%) |
| 15-Aug-22 8:46 PM View: | AppFolio, Inc. (APPF) | 12-Aug-22 | Market Sale | 7,000 | $111.62 | $781,314.00 | (19%) 37.52K to 30.52K | (9%) |
| 15-Aug-22 8:46 PM View: | AppFolio, Inc. (APPF) | 11-Aug-22 | Market Sale | 9,351 | $111.25 | $1,040,340.00 | (20%) 46.87K to 37.52K | (10%) |
| 10-Aug-22 8:40 PM View: | AppFolio, Inc. (APPF) | 10-Aug-22 | Market Sale | 6,472 | $110.63 | $715,993.00 | (12%) 53.34K to 46.87K | (10%) |
| 10-Aug-22 8:40 PM View: | AppFolio, Inc. (APPF) | 09-Aug-22 | Market Sale | 7,000 | $105.74 | $740,207.00 | (12%) 60.34K to 53.34K | (16%) |
| 10-Aug-22 8:40 PM View: | AppFolio, Inc. (APPF) | 08-Aug-22 | Market Sale | 2,734 | $107.57 | $294,110.00 | (4%) 63.07K to 60.34K | (14%) |
| 03-Aug-22 9:01 PM View: | AppFolio, Inc. (APPF) | 03-Aug-22 | Conversion | 50,000 | -- | -- | 312% 16.02K to 66.02K | |
| 03-Aug-22 9:01 PM View: | AppFolio, Inc. (APPF) | 03-Aug-22 | Sale | 2,943 | $105.10 | $309,309.00 | (4%) 66.02K to 63.07K | |
| 03-Aug-22 9:01 PM View: | AppFolio, Inc. (APPF) | 02-Aug-22 | Sale | 9,010 | $103.90 | $936,139.00 | (36%) 25.02K to 16.02K | |
| 03-Aug-22 9:01 PM View: | AppFolio, Inc. (APPF) | 01-Aug-22 | Sale | 5,727 | $101.98 | $584,040.00 | (19%) 30.75K to 25.02K | |
| 14-Jun-22 8:48 PM View: | AppFolio, Inc. (APPF) | 14-Jun-22 | Sale | 7,320 | $87.70 | $641,974.00 | (19%) 38.07K to 30.75K | |
| 14-Jun-22 8:48 PM View: | AppFolio, Inc. (APPF) | 10-Jun-22 | Conversion | 25,000 | -- | -- | 191% 13.07K to 38.07K | |
| 14-Jun-22 8:48 PM View: | AppFolio, Inc. (APPF) | 20-May-22 | Gift | 10,000 | -- | -- | (43%) 23.07K to 13.07K | |
| 16-May-22 8:24 PM View: | AppFolio, Inc. (APPF) | 12-May-22 | Conversion | 10,000 | -- | -- | 76% 13.07K to 23.07K | |
| 04-Feb-22 10:00 PM View: | AppFolio, Inc. (APPF) | 16-Dec-21 | Gift | 3,500 | -- | -- | (21%) 16.57K to 13.07K | |
| 10-Dec-21 4:47 PM View: | AppFolio, Inc. (APPF) | 08-Dec-21 | Conversion | 3,500 | -- | -- | 27% 13.07K to 16.57K | |
| 31-May-19 8:49 PM View: | AppFolio, Inc. (APPF) | 29-May-19 | Conversion | 15,000 | -- | -- | 115% 13.07K to 28.07K | |
| 31-May-19 8:49 PM View: | AppFolio, Inc. (APPF) | 29-May-19 | Market Sale | 15,000 | $95.97 | $1,439,540.00 | (53%) 28.07K to 13.07K | |
| 22-Nov-17 11:54 AM View: | AppFolio, Inc. (APPF) | 21-Nov-17 | Disposition (other) | 41,680 | -- | -- | (76%) 54.75K to 13.07K | |
| 19-Oct-17 7:49 PM View: | AppFolio, Inc. (APPF) | 17-Oct-17 | Acquisition (other) Duplicate | 13,072 | -- | -- | 31% 41.68K to 54.75K | |
| 29-Jun-15 9:42 PM View: | AppFolio, Inc. (APPF) | 25-Jun-15 | Acquisition (other) | 41,680 | $12.00 | $500,160.00 | 100% 0 to 41.68K | |
| 28-Feb-05 6:08 PM View: | Impac Medical Systems Inc (IMPC) | 28-Feb-05 | Sale | 5,000 | $23.71 | $118,550.00 | (100%) 5.0K to 0 | |
| 28-Feb-05 6:08 PM View: | Impac Medical Systems Inc (IMPC) | 24-Feb-05 | Sale | 10,000 | $23.75 | $237,500.00 | (67%) 15.0K to 5.0K |