MarketPeel
Insider Trading Intelligence
JK

Janet Kerr

APPF
DIRECTOR · APPFOLIO INC · CIK 0001286334
FILING MIX · LIFETIME35%/65%
BUYS
20
SELLS
37
TOTAL VALUE
$3.20M
COMPANIES
3
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
103,531
AVG SELL PX
$34.67
TRADE KIND
SHOWING 57 / 57
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
31 backtested trades · 8 horizons · 8 pending
Forward-return performance of every backtestable P/S trade by Janet Kerr, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d31+41.94%+3.05%+1.50%+1.55%-0.51%1.38
14d31+41.94%+3.80%+2.21%+1.59%+1.10%1.25
30d31+45.16%+4.14%+3.27%+0.86%+0.57%0.36
60d31+51.61%+2.26%+3.01%-0.75%-3.01%-0.31
90d31+45.16%+3.61%+4.72%-1.12%+3.20%-0.42
180d31+38.71%+4.14%+9.66%-5.52%-5.70%-1.57
1y31(3 pending)+53.57%+7.83%+17.00%-9.17%-13.96%
2y31(5 pending)+61.54%+10.73%+33.46%-22.73%-43.02%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
APPF · 10,352 shares · as of Mar 10, 2026
04,6909,38014,06918,759202120222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 20 buys / 37 sellsCOVERAGE · 26 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
TLYS
TILLY'S, INC.
PURCHASEGRANT
Stock grant
15,44489,526Jun 10, 2026Jun 10, 2026View →
APPF
APPFOLIO INC
SALEGRANT
Gift
79810,352Mar 10, 2026Mar 11, 2026View →
APPF
APPFOLIO INC
SALEGRANT
Gift
30011,150Nov 7, 2025Nov 10, 2025View →
APPF
APPFOLIO INC
SALEGRANT
Gift
54511,450Sep 9, 2025Sep 10, 2025View →
LZB
LA-Z-BOY INC
SALE10b5-1
10b5-1 plan
3,372$35.70$120.4K3,653Sep 8, 2025Sep 9, 2025View →
APPF
APPFOLIO INC
SALE10b5-1
10b5-1 plan
1,460$285.24$416.5K11,995Sep 8, 2025Sep 10, 2025View →
APPF
APPFOLIO INC
SALE10b5-1
10b5-1 plan
1,040$284.76$296.2K13,455Sep 8, 2025Sep 10, 2025View →
LZB
LA-Z-BOY INC
PURCHASEGRANT
Stock grant
3,6537,025Aug 28, 2025Aug 29, 2025View →
APPF
APPFOLIO INC
PURCHASEGRANT
Stock grant
67214,495Jun 27, 2025Jul 1, 2025View →
TLYS
TILLY'S, INC.
PURCHASEGRANT
Stock grant
65,57487,837Jun 11, 2025Jun 12, 2025View →
LZB
LA-Z-BOY INC
SALE10b5-1
10b5-1 plan
3,890$40.89$159.1K3,372Sep 5, 2024Sep 6, 2024View →
LZB
LA-Z-BOY INC
PURCHASEGRANT
Stock grant
3,3727,262Aug 29, 2024Sep 3, 2024View →
TLYS
TILLY'S, INC.
SALE10b5-1
10b5-1 plan
20,000$5.38$107.5K28,996Jul 5, 2024Jul 5, 2024View →
APPF
APPFOLIO INC
PURCHASEGRANT
Stock grant
64313,823Jun 27, 2024Jul 1, 2024View →
APPF
APPFOLIO INC
SALE10b5-1
10b5-1 plan
1,800$232.77$419.0K13,880Jun 14, 2024Jun 18, 2024View →
APPF
APPFOLIO INC
SALE10b5-1
10b5-1 plan
500$231.56$115.8K13,380Jun 14, 2024Jun 18, 2024View →
APPF
APPFOLIO INC
SALE10b5-1
10b5-1 plan
200$230.26$46.1K13,180Jun 14, 2024Jun 18, 2024View →
TLYS
TILLY'S, INC.
PURCHASEGRANT
Stock grant
15,29633,661Jun 13, 2024Jun 24, 2024View →
APPF
APPFOLIO INC
SALEGRANT
Gift
54415,680Mar 8, 2024Mar 12, 2024View →
APPF
APPFOLIO INC
SALEGRANT
Gift
65216,224Mar 8, 2024Mar 12, 2024View →
TLYS
TILLY'S, INC.
SALE10b5-1
10b5-1 plan
7,789$8.08$63.0K33,700Sep 29, 2023Oct 2, 2023View →
LZB
LA-Z-BOY INC
SALE10b5-1
10b5-1 plan
4,582$30.86$141.4K3,890Sep 25, 2023Sep 27, 2023View →
LZB
LA-Z-BOY INC
PURCHASE
4,5828,472Sep 1, 2023Sep 5, 2023View →
LZB
LA-Z-BOY INC
SALE
4,5820Sep 1, 2023Sep 5, 2023View →
LZB
LA-Z-BOY INC
PURCHASEGRANT
Stock grant
3,8903,890Aug 31, 2023Sep 5, 2023View →
APPF
APPFOLIO INC
SALE10b5-1
10b5-1 plan
250$172.46$43.1K16,876Aug 21, 2023Aug 23, 2023View →
APPF
APPFOLIO INC
SALE10b5-1
10b5-1 plan
750$175.58$131.7K17,126Aug 4, 2023Aug 8, 2023View →
APPF
APPFOLIO INC
PURCHASEGRANT
Stock grant
92117,876Jun 27, 2023Jun 30, 2023View →
TLYS
TILLY'S, INC.
PURCHASEGRANT
Stock grant
12,21426,154Jun 14, 2023Jun 16, 2023View →
APPF
APPFOLIO INC
SALE
550$105.64$58.1K16,955Oct 18, 2022Oct 18, 2022View →
TLYS
TILLY'S, INC.
SALE
2,499$7.13$17.8K25,546Oct 3, 2022Oct 4, 2022View →
TLYS
TILLY'S, INC.
SALE
6,369$6.92$44.1K28,045Sep 30, 2022Oct 4, 2022View →
LZB
LA-Z-BOY INC
PURCHASEGRANT
Stock grant
4,5824,582Sep 1, 2022Sep 6, 2022View →
APPF
APPFOLIO INC
SALE
550$96.87$53.3K17,505Jul 18, 2022Jul 20, 2022View →
TLYS
TILLY'S, INC.
SALE
8,000$7.18$57.5K34,414Jul 6, 2022Jul 8, 2022View →
APPF
APPFOLIO INC
PURCHASEGRANT
Stock grant
1,55718,055Jun 27, 2022Jun 29, 2022View →
TLYS
TILLY'S, INC.
PURCHASEGRANT
Stock grant
10,58220,310Jun 15, 2022Jun 17, 2022View →
APPF
APPFOLIO INC
SALE
550$92.61$50.9K16,498May 16, 2022May 18, 2022View →
APPF
APPFOLIO INC
SALE
350$122.38$42.8K17,048Dec 1, 2021Dec 3, 2021View →
LZB
LA-Z-BOY INC
SALE
350$35.53$12.4K0Nov 24, 2021Nov 29, 2021View →
TLYS
TILLY'S, INC.
SALE
8,000$14.07$112.6K33,546Sep 30, 2021Oct 1, 2021View →
APPF
APPFOLIO INC
SALE
350$124.63$43.6K17,398Aug 25, 2021Aug 27, 2021View →
LZB
LA-Z-BOY INC
PURCHASEGRANT
Stock grant
2,99112,068Aug 23, 2021Aug 25, 2021View →
APPF
APPFOLIO INC
SALE
350$145.82$51.0K17,748Jun 28, 2021Jun 30, 2021View →
APPF
APPFOLIO INC
PURCHASEGRANT
Stock grant
1,03918,098Jun 28, 2021Jun 30, 2021View →
TLYS
TILLY'S, INC.
SALE
12,000$16.27$195.2K41,546Jun 25, 2021Jun 29, 2021View →
TLYS
TILLY'S, INC.
PURCHASEGRANT
Stock grant
4,99717,374Jun 9, 2021Jun 11, 2021View →
APPF
APPFOLIO INC
SALE
350$157.72$55.2K17,059Feb 3, 2021Feb 5, 2021View →
APPF
APPFOLIO INC
SALE
350$143.94$50.4K17,409Nov 2, 2020Nov 3, 2020View →
LZB
LA-Z-BOY INC
PURCHASEGRANT
Stock grant
3,2749,077Sep 3, 2020Sep 8, 2020View →
APPF
APPFOLIO INC
SALE
500$139.34$69.7K17,759Jul 30, 2020Aug 3, 2020View →
APPF
APPFOLIO INC
SALE
500$158.34$79.2K18,259Jun 29, 2020Jul 1, 2020View →
APPF
APPFOLIO INC
PURCHASEGRANT
Stock grant
93518,759Jun 29, 2020Jul 1, 2020View →
TLYS
TILLY'S, INC.
SALE
3,916$6.00$23.5K42,028Jun 15, 2020Jun 16, 2020View →
TLYS
TILLY'S, INC.
PURCHASEGRANT
Stock grant
12,73926,579Jun 10, 2020Jun 11, 2020View →
APPF
APPFOLIO INC
SALE
500$105.85$52.9K17,824May 1, 2020May 4, 2020View →
APPF
APPFOLIO INC
SALE
500$131.01$65.5K18,324Feb 3, 2020Feb 5, 2020View →
Other insiders · APPF
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About this filer
CIK 0001286334
ROLE
Director
PRIMARY
APPF
COMPANIES
3
ACTIVE SINCE
Feb 2020
MARKETPEEL · /INSIDER/0001286334DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

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