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AppFolio: Roth IRA proposes $492K share sale

Morgan Stanley Smith Barney LLC is listed as broker, and the notice identifies the securities as acquired directly from the issuer in 2009.

Available on EDGAR Accepted by SEC EDGAR
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Form Type
144

Rhea-AI Filing Summary

AppFolio, Inc. (APPF) has a Form 144 notice for a proposed sale of 2,200 common shares for the account of Maurice Duca J. Roth IRA, with an aggregate market value of $492,228.00 and an approximate sale date of November 4, 2026. Morgan Stanley Smith Barney LLC is listed as the broker. The securities are identified as acquired directly from the issuer on August 12, 2009.

Common shares proposed for sale 2,200 shares Approximate sale date November 4, 2026
Aggregate market value $492,228.00 Proposed sale
Shares outstanding 24,126,151 shares Number listed in the notice
Acquisition date August 12, 2009 Securities identified as acquired directly from the issuer
Rule 144 regulatory
"See the definition of "person" in paragraph (a) of Rule 144"
Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.
10b5-1 Sales regulatory
"10b5-1 Sales for The Maurice J. Duca Family Trust"
10b5-1 sales are pre-arranged stock-trading plans that let company insiders automatically buy or sell shares according to a fixed schedule or formula, even if they later learn confidential information. Think of it as setting up an automatic thermostat for trades: it creates a clear, documented path that can protect insiders from insider-trading accusations and gives investors a signal about predictable insider activity—though it can also simply be a way for insiders to diversify or raise cash.
10% Stockholder financial
"10% Stockholder"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many APPF shares are proposed for sale?
The notice lists 2,200 common shares, with an aggregate market value of $492,228.00 and an approximate sale date of November 4, 2026.

Which broker is listed for the proposed APPF sale?
Morgan Stanley Smith Barney LLC is listed as the broker for the proposed sale.

What recent APPF sales does the notice list?
The notice lists 10b5-1 sales on dates from August 5 through August 21, 2026, for The Maurice J. Duca Family Trust, the IGSB Money Purchase Plan FBO Suzanne Duca, and the MSSB C/F Maurice J. Duca Roth IRA.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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144: Filer Information

144: Issuer Information

144: Securities Information



Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold


* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.



Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

144: Remarks and Signature

Source: View Original Filing on SEC EDGAR

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