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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 08-Jun-23 4:37 PM View:  | Vimeo, Inc. (VMEO) | 06-Jun-23 | Grant | 44,444 | -- | -- | 156% 28.44K to 72.89K | |
| 16-Jun-22 4:22 PM View: | Vimeo, Inc. (VMEO) | 14-Jun-22 | Grant | 24,035 | -- | -- | 546% 4.41K to 28.44K | |
| 27-May-21 5:35 PM View: | Vimeo, Inc. (VMEO) | 25-May-21 | Grant | 4,406 | -- | -- | 100% 0 to 4.41K | |
| 17-May-21 8:08 PM View: | AppFolio, Inc. (APPF) | 13-May-21 | Option Exercise | 375 | $23.80 | $8,925.00 | 8% 4.44K to 4.81K | |
| 16-Mar-21 8:12 PM View: | AppFolio, Inc. (APPF) | 15-Mar-21 | Market Sale | 5,000 | $141.22 | $706,103.00 | (53%) 9.44K to 4.44K | |
| 16-Mar-21 8:12 PM View: | AppFolio, Inc. (APPF) | 12-Mar-21 | Conversion | 14,436 | -- | -- | 100% 0 to 14.44K | |
| 16-Mar-21 8:12 PM View: | AppFolio, Inc. (APPF) | 12-Mar-21 | Market Sale | 5,000 | $140.01 | $700,050.00 | (35%) 14.44K to 9.44K | |
| 07-Aug-20 7:41 PM View: | AppFolio, Inc. (APPF) | 05-Aug-20 | Conversion | 2,500 | -- | -- | 100% 0 to 2.5K | |
| 07-Aug-20 7:41 PM View: | AppFolio, Inc. (APPF) | 05-Aug-20 | Market Sale (Planned) | 2,500 | $159.16 | $397,901.00 | (100%) 2.5K to 0 | |
| 17-Jul-20 8:06 PM View: | AppFolio, Inc. (APPF) | 15-Jul-20 | Conversion | 10,000 | -- | -- | 100% 0 to 10.0K | |
| 17-Jul-20 8:06 PM View: | AppFolio, Inc. (APPF) | 15-Jul-20 | Market Sale (Planned) | 10,000 | $148.21 | $1,482,060.00 | (100%) 10.0K to 0 | |
| 07-May-20 8:00 PM View: | AppFolio, Inc. (APPF) | 05-May-20 | Conversion | 5,000 | -- | -- | 100% 0 to 5.0K | |
| 07-May-20 8:00 PM View: | AppFolio, Inc. (APPF) | 05-May-20 | Market Sale (Planned) | 5,000 | $108.25 | $541,259.00 | (100%) 5.0K to 0 | |
| 05-Feb-20 7:52 PM View: | AppFolio, Inc. (APPF) | 03-Feb-20 | Conversion | 5,000 | -- | -- | 100% 0 to 5.0K | |
| 05-Feb-20 7:52 PM View: | AppFolio, Inc. (APPF) | 03-Feb-20 | Market Sale (Planned) | 5,000 | $131.17 | $655,870.00 | (100%) 5.0K to 0 | |
| 08-Oct-19 5:18 PM View: | AppFolio, Inc. (APPF) | 07-Oct-19 | Conversion | 5,000 | -- | -- | 100% 0 to 5.0K | |
| 08-Oct-19 5:18 PM View: | AppFolio, Inc. (APPF) | 07-Oct-19 | Market Sale (Planned) | 5,000 | $96.41 | $482,069.00 | (100%) 5.0K to 0 | |
| 06-Jun-19 7:47 PM View: | AppFolio, Inc. (APPF) | 05-Jun-19 | Conversion | 2,500 | -- | -- | 100% 0 to 2.5K | |
| 06-Jun-19 7:47 PM View: | AppFolio, Inc. (APPF) | 05-Jun-19 | Market Sale (Planned) | 2,500 | $100.00 | $250,000.00 | (100%) 2.5K to 0 | |
| 08-May-19 5:02 PM View: | AppFolio, Inc. (APPF) | 06-May-19 | Conversion | 2,500 | -- | -- | 100% 0 to 2.5K | |
| 08-May-19 5:02 PM View: | AppFolio, Inc. (APPF) | 06-May-19 | Market Sale (Planned) | 2,500 | $93.29 | $233,226.00 | (100%) 2.5K to 0 | |
| 15-Apr-19 8:00 PM View: | AppFolio, Inc. (APPF) | 11-Apr-19 | Conversion | 5,000 | -- | -- | 100% 0 to 5.0K | |
| 15-Apr-19 8:00 PM View: | AppFolio, Inc. (APPF) | 11-Apr-19 | Market Sale (Planned) | 5,000 | $81.70 | $408,487.00 | (100%) 5.0K to 0 | |
| 08-May-18 8:08 PM View: | AppFolio, Inc. (APPF) | 08-May-18 | Conversion | 5,000 | -- | -- | 100% 0 to 5.0K | |
| 08-May-18 8:08 PM View: | AppFolio, Inc. (APPF) | 08-May-18 | Market Sale (Planned) | 5,000 | $55.00 | $275,000.00 | (100%) 5.0K to 0 | (23%) |
| 03-May-18 5:00 PM View: | AppFolio, Inc. (APPF) | 02-May-18 | Market Sale (Planned) | 4,023 | $50.00 | $201,150.00 | (100%) 4.02K to 0 | (36%) |
| 03-May-18 5:00 PM View: | AppFolio, Inc. (APPF) | 01-May-18 | Conversion | 5,000 | -- | -- | 100% 0 to 5.0K | |
| 03-May-18 5:00 PM View: | AppFolio, Inc. (APPF) | 01-May-18 | Market Sale (Planned) | 977 | $50.00 | $48,850.00 | (20%) 5.0K to 4.02K | (36%) |
| 15-Jun-09 5:32 PM View: | Thinkorswim Group Inc. (SWIME) | 11-Jun-09 | Disposition | 62,298 | -- | -- | (93%) 67.3K to 5.0K | |
| 15-Jun-09 5:32 PM View: | Thinkorswim Group Inc. (SWIME) | 11-Jun-09 | Disposition | 5,000 | -- | -- | (100%) 5.0K to 0 | |
| 10-Jun-09 8:31 PM View: | Thinkorswim Group Inc. (SWIME) | 08-Jun-09 | Gift | 5,000 | $10.91 | $54,550.00 | 7% 67.3K to 72.3K | (2%) |
| 10-Jun-09 8:31 PM View: | Thinkorswim Group Inc. (SWIME) | 08-Jun-09 | Gift | 5,000 | $10.91 | $54,550.00 | (7%) 72.3K to 67.3K | 2% |
| 21-Jan-09 7:04 PM View: | Thinkorswim Group Inc. (SWIME) | 18-Jan-09 | Payment of Exercise | 2,817 | $8.12 | $22,874.00 | (4%) 70.11K to 67.3K | (18%) |
| 16-Jan-09 5:34 PM View: | Thinkorswim Group Inc. (SWIME) | 14-Jan-09 | Grant | 35,000 | $7.95 | $278,250.00 | 100% 35.12K to 70.11K | 21% |
| 23-Jan-08 6:45 PM View: | Thinkorswim Group Inc. (SWIME) | 18-Jan-08 | Grant | 15,000 | $13.72 | $205,800.00 | 75% 20.11K to 35.12K | (30%) |
| 08-Jan-08 5:53 PM View: | Thinkorswim Group Inc. (SWIME) | 04-Jan-08 | Payment of Exercise | 2,885 | $16.82 | $48,525.70 | (13%) 23.0K to 20.11K | 43% |
| 08-Jan-07 7:42 PM View: | Thinkorswim Group Inc. (SWIME) | 04-Jan-07 | Grant | 15,000 | $13.79 | $206,850.00 | 188% 8.0K to 23.0K | (31%) |
| 05-Jun-06 12:08 PM View: | Thinkorswim Group Inc. (SWIME) | 01-Jun-06 | Market Purchase | 3,000 | $8.70 | $26,100.00 | 60% 5.0K to 8.0K | 10% |
| 02-Sep-05 1:28 PM View: | Thinkorswim Group Inc. (SWIME) | 02-Sep-05 | Market Purchase | 5,000 | $4.37 | $21,850.00 | 100% 0 to 5.0K | 119% |