Robert Donald Casey III - Apr 3, 2025 Form 3/A - Amendment 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/A - Amendment
Date filed
4/21/2025, 06:54 PM
Date Of Original Report
Apr 10, 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 Form 3/A amends the Form 3 filed on April 10, 2025, which reported Mr. Casey's initial holdings using the Issuer's CIK number while pending receipt of Mr. Casey's new filer CIK codes. This Form 3/A has been filed using Mr. Casey's CIK codes and reflects him as the Reporting Owner. No changes have been made or are being reported with respect to Mr. Casey's beneficial ownership of Issuer securities.