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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 14-Nov-22 7:25 PM View:  | AppFolio, Inc. (APPF) | 10-Nov-22 | Payment of Exercise | 480 | $120.71 | $57,940.80 | (< 1%) 633.27K to 632.79K | (1%) |
| 12-Aug-22 7:34 PM View: | AppFolio, Inc. (APPF) | 10-Aug-22 | Payment of Exercise | 480 | $111.92 | $53,721.60 | (< 1%) 633.75K to 633.27K | (9%) |
| 09-Jun-22 7:30 PM View: | AppFolio, Inc. (APPF) | 09-Jun-22 | Option Exercise | 9,945 | $11.70 | $116,356.00 | 2% 623.81K to 633.75K | |
| 09-Jun-22 7:30 PM View: | AppFolio, Inc. (APPF) | 07-Jun-22 | Option Exercise | 12,677 | $13.10 | $166,121.00 | 2% 621.59K to 634.26K | |
| 09-Jun-22 7:30 PM View: | AppFolio, Inc. (APPF) | 07-Jun-22 | Option Sale | 10,455 | $98.91 | $1,034,090.00 | (2%) 634.26K to 623.81K | |
| 12-May-22 8:09 PM View: | AppFolio, Inc. (APPF) | 10-May-22 | Payment of Exercise | 480 | $85.84 | $41,203.20 | (< 1%) 622.07K to 621.59K | |
| 01-Mar-22 8:00 PM View: | AppFolio, Inc. (APPF) | 25-Feb-22 | Grant | 7,688 | $112.98 | $868,590.00 | 1% 616.3K to 623.99K | 8% |
| 01-Mar-22 8:00 PM View: | AppFolio, Inc. (APPF) | 25-Feb-22 | Payment of Exercise | 1,922 | $112.98 | $217,148.00 | (< 1%) 623.99K to 622.07K | (8%) |
| 31-Jan-22 7:58 PM View: | AppFolio, Inc. (APPF) | 27-Jan-22 | Conversion | 571,802 | -- | -- | 1285% 44.5K to 616.3K | |
| 12-Jan-22 8:00 PM View: | AppFolio, Inc. (APPF) | 10-Jan-22 | Disposition (other) | 277 | $122.19 | $33,846.60 | (< 1%) 44.78K to 44.5K | < 1% |
| 15-Dec-21 8:09 PM View: | AppFolio, Inc. (APPF) | 13-Dec-21 | Grant | 19,503 | -- | -- | 77% 25.27K to 44.78K | |
| 09-Sep-21 8:17 PM View: | AppFolio, Inc. (APPF) | 08-Sep-21 | Conversion | 2,500 | -- | -- | 16% 15.67K to 18.17K | |
| 09-Sep-21 8:17 PM View: | AppFolio, Inc. (APPF) | 08-Sep-21 | Market Sale | 2,500 | $121.40 | $303,500.00 | (14%) 18.17K to 15.67K | |
| 09-Sep-21 8:17 PM View: | AppFolio, Inc. (APPF) | 07-Sep-21 | Conversion | 8,000 | -- | -- | 51% 15.67K to 23.67K | |
| 09-Sep-21 8:17 PM View: | AppFolio, Inc. (APPF) | 07-Sep-21 | Market Sale | 8,000 | $121.75 | $973,974.00 | (34%) 23.67K to 15.67K | |
| 19-Feb-21 8:15 PM View: | AppFolio, Inc. (APPF) | 17-Feb-21 | Conversion | 30,000 | -- | -- | 867% 3.46K to 33.46K | |
| 19-Feb-21 8:15 PM View: | AppFolio, Inc. (APPF) | 17-Feb-21 | Market Sale (Planned) | 30,000 | $175.42 | $5,262,600.00 | (90%) 33.46K to 3.46K | |
| 12-Jan-21 8:06 PM View: | AppFolio, Inc. (APPF) | 10-Jan-21 | Disposition (other) | 266 | $173.23 | $46,079.20 | (7%) 3.73K to 3.46K | 7% |
| 03-Dec-20 7:56 PM View: | AppFolio, Inc. (APPF) | 02-Dec-20 | Conversion | 2,979 | -- | -- | 80% 3.73K to 6.71K | |
| 03-Dec-20 7:56 PM View: | AppFolio, Inc. (APPF) | 02-Dec-20 | Market Sale (Planned) | 2,979 | $157.41 | $468,941.00 | (44%) 6.71K to 3.73K | |
| 03-Dec-20 7:56 PM View: | AppFolio, Inc. (APPF) | 01-Dec-20 | Conversion | 27,021 | -- | -- | 725% 3.73K to 30.75K | |
| 03-Dec-20 7:56 PM View: | AppFolio, Inc. (APPF) | 01-Dec-20 | Market Sale (Planned) | 27,021 | $159.85 | $4,319,260.00 | (88%) 30.75K to 3.73K | |
| 05-Aug-20 8:13 PM View: | AppFolio, Inc. (APPF) | 29-Jul-20 | Conversion | 650,158 | -- | -- | 17440% 3.73K to 653.89K | |
| 05-Aug-20 8:13 PM View: | AppFolio, Inc. (APPF) | 29-Jul-20 | Gift | 650,158 | -- | -- | (99%) 653.89K to 3.73K | |
| 17-Jul-20 8:08 PM View: | AppFolio, Inc. (APPF) | 15-Jul-20 | Conversion | 150,000 | -- | -- | 4024% 3.73K to 153.73K | |
| 17-Jul-20 8:08 PM View: | AppFolio, Inc. (APPF) | 15-Jul-20 | Gift | 150,000 | -- | -- | (98%) 153.73K to 3.73K | |
| 19-Feb-20 8:01 PM View: | AppFolio, Inc. (APPF) | 19-Feb-20 | Conversion | 17,239 | -- | -- | 462% 3.73K to 20.97K | |
| 19-Feb-20 8:01 PM View: | AppFolio, Inc. (APPF) | 19-Feb-20 | Market Sale (Planned) | 17,239 | $142.83 | $2,462,310.00 | (82%) 20.97K to 3.73K | |
| 19-Feb-20 8:01 PM View: | AppFolio, Inc. (APPF) | 18-Feb-20 | Conversion | 12,761 | -- | -- | 342% 3.73K to 16.49K | |
| 19-Feb-20 8:01 PM View: | AppFolio, Inc. (APPF) | 18-Feb-20 | Market Sale (Planned) | 12,761 | $140.56 | $1,793,640.00 | (77%) 16.49K to 3.73K | |
| 24-Jan-20 7:08 PM View: | AppFolio, Inc. (APPF) | 17-Dec-19 | Grant | 3,728 | -- | -- | 100% 0 to 3.73K | |
| 08-May-19 5:03 PM View: | AppFolio, Inc. (APPF) | 06-May-19 | Conversion | 30,000 | -- | -- | 100% 0 to 30.0K | |
| 08-May-19 5:03 PM View: | AppFolio, Inc. (APPF) | 06-May-19 | Gift | 30,000 | -- | -- | (100%) 30.0K to 0 | |
| 28-Jan-19 5:03 PM View: | AppFolio, Inc. (APPF) | 24-Jan-19 | Conversion | 30,000 | -- | -- | 100% 0 to 30.0K | |
| 28-Jan-19 5:03 PM View: | AppFolio, Inc. (APPF) | 24-Jan-19 | Market Sale (Planned) | 30,000 | $61.81 | $1,854,320.00 | (100%) 30.0K to 0 | (10%) |
| 05-Oct-18 8:04 PM View: | AppFolio, Inc. (APPF) | 04-Oct-18 | Conversion | 30,000 | -- | -- | 100% 0 to 30.0K | |
| 05-Oct-18 8:04 PM View: | AppFolio, Inc. (APPF) | 04-Oct-18 | Market Sale (Planned) | 30,000 | $73.03 | $2,191,040.00 | (100%) 30.0K to 0 | 7% |
| 06-Nov-17 8:02 PM View: | AppFolio, Inc. (APPF) | 02-Nov-17 | Conversion | 30,000 | -- | -- | 100% 0 to 30.0K | |
| 06-Nov-17 8:02 PM View: | AppFolio, Inc. (APPF) | 02-Nov-17 | Market Sale | 30,000 | $44.58 | $1,337,410.00 | (100%) 30.0K to 0 | (52%) |
| 18-Aug-17 6:27 PM View: | AppFolio, Inc. (APPF) | 17-Aug-17 | Conversion | 10,000 | -- | -- | 100% 0 to 10.0K | |
| 18-Aug-17 6:27 PM View: | AppFolio, Inc. (APPF) | 17-Aug-17 | Gift | 10,000 | -- | -- | (100%) 10.0K to 0 | |
| 23-Aug-16 8:36 PM View: | AppFolio, Inc. (APPF) | 19-Aug-16 | Conversion | 60,000 | -- | -- | 100% 0 to 60.0K | |
| 23-Aug-16 8:36 PM View: | AppFolio, Inc. (APPF) | 19-Aug-16 | Market Sale | 60,000 | $18.00 | $1,080,000.00 | (100%) 60.0K to 0 | (279%) |
| 03-Mar-16 6:51 PM View: | AppFolio, Inc. (APPF) | 01-Mar-16 | Market Sale | 225,000 | $12.00 | $2,700,000.00 | (12%) 1.9M to 1.67M | (468%) |