Shane Trigg was named Chairman of the Board of Appfolio Inc, succeeding Janet Kerr, effective June 29, 2026. As of November 6, 2026, Appfolio Inc has reported 3 leadership change filings to the SEC under Item 5.02 of Form 8-K, from April 10, 2026 to July 1, 2026, naming 2 appointments and 1 departure (Form 8-K, July 1, 2026).
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Key facts
- · In / out: Out · Person: Janet Kerr · Role: Chairman of the Board · Effective: 2026-06-29 · 8-K, 2026-07-01
- · In / out: In · Person: Saori Casey · Role: Director · Effective: 2026-02-12 · 8-K/A, 2026-07-01
- · In / out: Reported · Person: not named in the filing · 8-K, 2026-04-10
Appfolio Inc reported changes in 3 filings among its directors and officers to the SEC on Form 8-K, Item 5.02, from 2026-04-10 to 2026-07-01. They name 3 people, with 2 appointments and 1 departure. Every row below is cited to the filing it comes from, and this page adds each new change as Appfolio Inc files it.
Also on the record for Appfolio Inc
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| August 13, 2026 | Stake report, Schedule 13D/A, by Maurice J Duca | 21.2% of the class | 5%+ stakes | Source |
| August 5, 2026 | Stake report, Schedule 13G/A, by PRINCIPAL GLOBAL INVESTORS | 6.4% of the class | 5%+ stakes | Source |
| April 29, 2026 | Stake report, Schedule 13G, by Vanguard Capital Management | 5.05% of the class | 5%+ stakes | Source |
| April 28, 2026 | Stake report, Schedule 13G, by Vanguard Portfolio Management | 6.12% of the class | 5%+ stakes | Source |
| March 26, 2026 | Stake report, Schedule 13G/A, by The Vanguard Group | — | 5%+ stakes | Source |
| February 6, 2026 | Stake report, Schedule 13G, by PRINCIPAL GLOBAL INVESTORS | 5.1% of the class | 5%+ stakes | Source |
| November 14, 2025 | Stake report, Schedule 13G/A, by Klaus Schauser | 11.1% of the class | 5%+ stakes | Source |
| August 14, 2025 | Stake report, Schedule 13G, by Ashe Capital Management, LP | 5.8% of the class | 5%+ stakes | Source |
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More on Appfolio Inc and the records around it.
Appfolio Inc elsewhere on the record
Companies that share a holder
- PRINCIPAL GLOBAL INVESTORS also filed stake reports on 19 other companies: Brookfield Infrastructure Partners L.P. (Oct 2026), COLLEGIUM PHARMACEUTICAL, INC (Oct 2026), Hyatt Hotels Corp (Oct 2026)
- Vanguard Portfolio Management also filed stake reports on 941 other companies: Newmark Group Inc (Nov 2026), A10 Networks Inc (Oct 2026), ADT Inc (Oct 2026)
- Vanguard Capital Management also filed stake reports on 1495 other companies: A10 Networks Inc (Oct 2026), Altisource Portfolio Solutions SA (Oct 2026), Alto Neuroscience Inc (Oct 2026)
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Timeline
| Filed | In / out | Person | Role | Effective | Source |
|---|---|---|---|---|---|
| 2026-07-01 | Out | Chairman of the Board | 2026-06-29 | 8-K, 2026-07-01 | |
| 2026-07-01 | In | Chairman of the Board | 2026-06-29 | 8-K, 2026-07-01 | |
| 2026-07-01 | In | Director | 2026-02-12 | 8-K/A, 2026-07-01 | |
| 2026-04-10 | Reported | not named in the filing | 8-K, 2026-04-10 |
Who leads Appfolio Inc, as last reported?
For each role that changed in the filings below, the most recent change reported. A role that did not change in these filings is not listed.
- Chairman of the Board: Janet Kerr, departure reported, effective 2026-06-29 (filed 2026-07-01). No successor is named in these filings.
- Director: Saori Casey, appointed, effective 2026-02-12 (filed 2026-07-01).
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Departing: Janet Kerr, Chairman of the Board, effective 2026-06-29
(b) On June 26, 2026, Andreas von Blottnitz and Janet Kerr retired, effective as of June 29, 2026, from the Board of Directors of AppFolio, Inc. (the "Company"), including any committees of the Board on which they served, and, in the case of Mr. von Blottnitz, from his service as Chairman of the Board (the "Retirements").
Appointed: Shane Trigg, Chairman of the Board, effective 2026-06-29
In connection with the aforementioned changes to the Board, on June 26, 2026, the Board, upon the recommendation of the Nominating and Corporate Governance Committee, also (1) appointed Shane Trigg, the Company's President and Chief Executive Officer and a Class III director, as the Chairman of the Board to succeed Mr. von Blottnitz in that role, (2) established the position of Lead Independent Director, (3) appointed Winifred Webb, a Class III director, as the Lead Independent Director, and (4) appointed (a) Saori Casey, a Class II director, to the Audit Committee of the Board, (b) Ms. Casey
- Mr. von Blottnitz and Ms. Kerr had served as directors since 2007 and 2015, respectively.
- Neither of the Retirements is due to any disagreement with the Company or on any matter relating to its operations, policies or practices.
- (d) On June 26, 2026, the Board of Directors of the Company (the "Board"), upon the recommendation of the Board's Nominating and Corporate Governance Committee (the "Nominating and Corporate Governance Committee"), elected, effective as of June 29, 2026, Diya Jolly and Michael Yang to the Board as Class I Directors to fill the vacancies on the Board created by the Retirements.
- Ms. Jolly and Mr. Yang will serve on the Board until the 2028 Annual Meeting of Stockholders and until her or his successor is duly elected and qualified or until her or his earlier death, resignation or removal.
- In connection with their election, the Board determined that each of Ms. Jolly and Mr. Yang qualifies as an independent director under the applicable Nasdaq and SEC rules.
- The Company will enter into its standard form of indemnification agreement with each of the new directors.
- Ms. Jolly is the Chief Product and Technology Officer of Xero Limited (ASX: XRO), a global cloud-based accounting and financial technology platform for small businesses, a position she has held since April 2023.
Appointed: Saori Casey, Director, effective 2026-02-12
On January 15, 2026, AppFolio, Inc. (the "Company") filed a Current Report on Form 8-K announcing that, on January 12, 2026, the Company's Board of Directors (the "Board") elected Saori Casey as an independent member of the Board effective as of February 12, 2026.
- At the time of her election, the Board had not determined the committees on which Ms. Casey would serve.
- On June 26, 2026, the Board appointed Ms. Casey to the Audit Committee and the Compensation Committee, effective as of June 29, 2026.
Reported
Termination in Connection with a Corporate Transaction.
- On April 9, 2026, AppFolio, Inc. (the "Company") and Shane Trigg, the Company's President and Chief Executive Officer, entered into a Second Amended and Restated Employment Agreement (the "Agreement"), which supersedes and replaces the Amended and Restated Employment Agreement, dated March 1, 2023, between Mr. Trigg and the Company.
- The equity awards will be subject to the terms and conditions of the Company's then applicable equity plan and the same or similar form of award agreements used for the Company's other senior executives.
- The following severance benefits are conditioned on the effectiveness of a general release of claims and continuing compliance with certain restrictive covenants: Termination Without Cause or Resignation for Good Reason (Outside a Corporate Transaction).
- Mr. Trigg will receive: (i) 18 months of base salary continuation; (ii) any earned but unpaid prior-year bonus; (iii) a prorated bonus for the year in which termination occurs (but no greater than target-level performance); and (iv) up to 18 months of COBRA premiums.
- Mr. Trigg will receive: (i) 12 months of base salary continuation; (ii) any earned but unpaid prior-year bonus; (iii) a prorated bonus for the year in which termination occurs (but no greater than target-level performance); and (iv) up to 18 months of COBRA premiums.
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Where this comes from
A public company must file a current report on Form 8-K with the SEC within four business days when a director leaves or is elected, or when its chief executive, chief financial, chief accounting or chief operating officer, or another named executive, departs or is appointed. That disclosure goes under Item 5.02 of the report.
Every change on this page is taken from one of those filings and quoted in the company's own words, with a link to the filing, so it can be checked at the source. Where a filing names the person, the role and the date a change takes effect, they are shown beside the quote. Where it does not, the quote stands on its own. A filing states what changed; it rarely states why, and neither does this page.