Appfolio Inc - Apr 3, 2025 Form 3 Insider Report for APPFOLIO INC (APPF)

Role
Director
Signature
/s/ Evan Pickering as Attorney-in-Fact for Robert Donald Casey III
Stock symbol
APPF
Transactions as of
Apr 3, 2025
Transactions value $
$0
Form type
3
Date filed
4/10/2025, 08:09 PM
Previous filing
Mar 7, 2022
Next filing
May 5, 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding APPF Class A Common Stock 22.7K Apr 3, 2025 Direct F1
holding APPF Class A Common Stock 8.87K Apr 3, 2025 By Robert D. Casey III Revocable Trust F2
holding APPF Class A Common Stock 1.2K Apr 3, 2025 By Robert D. Casey Descendants Trust F3
holding APPF Class A Common Stock 500 Apr 3, 2025 By Robert and Jeanne Casey Descendants Trust F4
holding APPF Class A Common Stock 300 Apr 3, 2025 By Edward and Mary Brown Descendants Trust F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The Reporting Person holds 21,370 shares of Class A Common Stock in a Roth IRA and 1,300 shares of Class A Common Stock in an IRA.
F2 Represents shares of Class A Common Stock held by the Robert D. Casey III Revocable Trust, dated December 20, 2021, of which the Reporting Person is the trustee.
F3 Represents shares held by the Robert D. Casey Descendants Trust, dated May 10, 2021. The Reporting Person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over shares held therein, and (ii) the settlor of such trust.
F4 Represents shares held by the Robert and Jeanne Casey Descendants Trust, dated August 17, 2021. The Reporting Person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over shares held therein, and (ii) the settlor of such trust.
F5 Represents shares held by the Edward and Mary Brown Descendants Trust dated August 17, 2021. The Reporting Person is (i) an investment advisor to such trust and in that capacity may be deemed to have voting and dispositive power over shares held therein, and (ii) the settlor of such trust.

Remarks:

This initial holding statement has been made for Robert D. Casey using the Issuer's CIK codes to satisfy Form 3 filing requirements for newly appointed company directors. An amendment will be filed for Mr. Casey upon receipt of his CIK filer codes from the SEC.