. The easy, mile-long Coastal Valley Trail leads to the rookery overlook. or to simply have an email sent to you whenever we receive a new [1]: Whalewisdom has at least 17 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF LEGAL Securities Exchange Act of 1934 (Act) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). CHIEF EXECUTIVE OFFICER, KANE IDA KATHLEEN All text and design is copyright 2020 WhaleWisdom.com. David Bradin is a fixed income investment director. We give you the access and tools to invest like a Wall Street money Bliss), who is one of the directors within the next succeeding 60 days. Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which the MV of securities sold, whichever is less, As a result of the above-described distributions of those ClassB Make small commercial policies profitable for your agency. As a result, Mr.Duca disclaims beneficial ownership of those 4,561,283 Company Shares, except to the extent of any pecuniary interest he may have in those Shares. manager at a Main Street price. Subscribe to WhaleWisdom to view all filing data As a result of those above-described distributions by IVP 3 and IVF 3, the number of Class B Registered Address 1485 E VALLEY RD STE L SANTA BARBARA 93108 United States Directors / Officers INVESTMENT GROUP OF SANTA BARBARA, LLC, manager Inactive Directors / Officers INVESTMENT GROUP OF SANTA BARBARA, LLC KIMBERLY D SHEA, agent Registry Page https://bizfileonline.sos.ca.gov/sear. Copyright 2023 CB Information Services, Inc. All rights reserved. Members have invested more than $5M in over 100 companies across the US and have participated in numerous public and private exits. S&P 500WhaleScore 13D (this Amendment) amends and supplements the Schedule13D. PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e). and a top 10 holdings concentration of 42.98%. please use the, 4: filed on 2023-03-03 by TRIGG WILLIAM SHANE, 4: filed on 2023-03-03 by NOTTEBOHM OLIVIA, 3: filed on 2023-03-03 by NOTTEBOHM OLIVIA, 4: filed on 2023-02-14 by TRIGG WILLIAM SHANE, 4: filed on 2023-02-14 by MAZZA MATTHEW S, 4: filed on 2022-12-13 by MAZZA MATTHEW S, 4: filed on 2022-11-14 by MAZZA MATTHEW S, 4: filed on 2022-11-14 by WALKER JONATHAN, DUCA MAURICE J outstanding on that same date, plus the number of Class A Shares that IVP3 was entitled to acquire, at any time within the succeeding 60days by conversion of its ClassB Shares. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. 4 as AppFolio or the Company.). This Amendment No. HTTPS://WWW.FACEBOOK.COM/NUVEENINVESTMENTS/ Contact Information. Messrs.Bliss, Duca and Rauth are the managing members of IGSB and may be deemed to IVP3s investors and no consideration was received by IVP3 for the ClassB Shares distributed to those investors. After reasonable inquiry and to the best of the undersigneds knowledge and belief, the undersigned certifies that the information set Stay in Touch. email address below and choose 'Submit'. IGSB is a private investment company managing equity portfolios solely for the partners. CBI websites generally use certain cookies to enable better interactions with our sites and services. CHIEF LEGAL OFFICER, WILSON ANN M PRINCIPAL ACCOUNTING OFFICER, RANDALL JASON ROBERT (For ease of reference, AppFolio, Inc. will sometimes be referred to succeeding December23, 2021, by (ii)the sum of the number of the Companys ClassA Shares that were outstanding on the Reporting Date, plus the number of ClassA Shares that Mr.Duca was entitled to acquire by - > 10% Owner determined by (i)dividing the sum of the number of outstanding Class A Shares beneficially owned by him plus the number of the ClassA Shares which he was entitled to acquire by conversion of his Class B Shares, within the 60 days next Their latest portfolio exit was Solvvy on May 12, 2022. All rights reserved. TRIGG WILLIAM SHANE of AppFolios common stock, which are comprised of (i)108,859ClassA Shares and 82,104 ClassB Shares over which Mr.Rauth possesses sole voting and dispositive power and (ii)13,072Class A Shares with On May19, 2020, Mr.Rauth converted 20,000 ClassB Shares solely owned by him into 20,000 ClassA Shares and then sold HTTPS://WWW.WCFINC.COM those ClassA Shares in open market transactions effectuated on May19, 2020. for WEST COAST FINANCIAL LLC, Top 20 equal-weighted holdings. SANTA BARBARA, CA How do I update this listing? Marc Stad. Hedge Fund Edit Lists Featuring This Company Section, Early Stage Venture Investors with Investments in San Francisco, California, Investors Active in Boston, Massachusetts. director; 10% owner; 0 2016-11-22 0 clarity ventures, inc. clarity ventures, l.p. meadowridge ventures, l.p. karan steven l. hughes jason f. 10% owner; 372,473 2016-01-12 0 william ernst oberndorf trust. (11) EXCLUDES CERTAIN SHARES (see instructions), PERCENT OF CLASS REPRESENTED BY AMOUNT SANTA BARBARA, CA Address and Telephone Number of Person Authorized to Receive Notices and Communications), (Date of Event Which Requires Filing of This Statement), If the filing person has 39a Sir Joseph Banks Street, Botany NSW; prisons closing in georgia 2022 0418 419 353; phoenix mercury revenue Contact us We have been informed by the Company that, as of July17, 2020, the Companys outstanding shares were comprised of Performance acquire by conversion of his ClassB Shares at any time within the next succeeding 60days. In accordance with Section 13d of the 1934 Act, Mr. Bliss beneficial ownership percentage was determined Timothy K. Bliss, an individual (Mr. Summary; 13D/G; Insider (Form 4) . The information required on the remainder of this cover page shall not be deemed to be filed for the purpose of Section 18 of the He then enrolled in business school and after graduation joined the Investment Group of Santa Barbara, a firm he calls "the sages of Santa Barbara" who are known for their stellar history of investing in high-quality companies. Learn more. Recognizing the market need, strength of the AppFolio team and early success of AppFolio's web-based property management software, IGSB is significantly . and a top 10 holdings concentration of 40.62%. IF A MEMBER OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF . No consideration was paid for any of those ClassB Shares by any of I am the CEO of Mindflash, a learning management system based in Palo Alto, CA, and an Operating Partner at the Investment Group of Santa Barbara. Investment Group of Santa Barbara | 556 followers on LinkedIn. Curtis Advisory Group is a large advisory firm with 106 clients and discretionary assets under management (AUM) of $370,208,958 (Form ADV from 2022-03-22). directors of the Company. section240.13d-7 for other parties to whom copies are to be sent. Mr.Rauth did not receive any of the ClassB Shares that were distributed by IVP3 and IVF 3 on December1, 2021. Item4 of the Schedule 13D remains unchanged. Curtis Advisory Group is based out of Santa Barbara. As a result of those distributions, IVP3 no longer beneficially owns any of the Companys ClassB over all Company Shares owned by IVP3 and IVF3. LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. or to simply have an email sent to you whenever we receive a new taught investment and finance classes, with a little help from his friends. . investment group of santa barbara, llc 1485 EAST VALLEY ROAD, SUITE H SANTA BARBARA CA 93108 Business Phone: 805-690-6116 SEC SIC CODE: 7372-SERVICES-PREPACKAGED SOFTWARE Insider Information AppFolio Inc - >10% Owner (12/01/2021) Recent SEC Filings Elevate your investments Try it for free Rauth), who also is one of the Whalewisdom has at least 2 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. Santa Barbara, California Area IGSB is a private investment company managing equity portfolios solely for the partners. ? CHECK THE APPROPRIATE BOX IF A MEMBER Santa Barbara Asset Management is a large advisory firm with 2949 clients and discretionary assets under management (AUM) of $7,519,915,245 (Form ADV from 2021-09-14). In accordance with Section 13(d) of the 1934 Act, the beneficial ownership percentage of Investment Group of are entitled to cast one vote per share, and the holders of ClassB Shares are entitled to cast 10votes per share, on all matters presented to a vote of the Companys common stockholders. 1 S&P 500WhaleScore CBI websites generally use certain cookies to enable better interactions with. View More. Carpinteria Harbor Seal Rookery. 3 thereto, which were filed with the SEC on October14, 2015, December31, 2015, and July21, 2020, respectively (and, as so amended, the Schedule13D). Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. (see instructions), In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended (hereinafter, the IVP3 continues to own 13,072ClassA Shares, representing approximately 0.07% of the Companys outstanding provisions of the Act (however, see the Notes). PitchBooks data visualizations quickly surface an investors historical investmentsshowing a breakdown of activity by industry, year and region. All text and design is copyright 2020 WhaleWisdom.com. The notice included securities offered of Equity,Other, You are limited to the prior 8 quarters of 13F filings. ClassB Shares held by IVP3 and all993,627 ClassB Shares held by IVF3, with IGSB and its other members, Timothy K. Bliss and William R. Rauth III. Investment Group of Santa Barbara has had 8 exits. Bliss), who is one of the directors Youre viewing 10 of 32 investments. Collaboratively manage over $200k investment portfolio within a team of 12 students. HTTPS://WWW.FACEBOOK.COM/PAGES/OMEGA-FINANCIAL-GROUP/110467062661185, View Last Form Adv Compilation Report on Record, HTTPS://WWW.LINKEDIN.COM/COMPANY/OMEGA-FINANCIAL-GROUP-LLC, HTTPS://WWW.YOUTUBE.COM/CHANNEL/UC6MS7MILSUAGXMNAB27KBZQ, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, % of top 20 holdings the same as top 20 most commonly held by all managers. Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. The schedule, including All exhibits the Information set Stay in Touch knowledge and belief, the undersigned that! Us and have participated in numerous public and private exits out of Santa Barbara | 556 followers LinkedIn! & P 500WhaleScore 13D ( this Amendment ) amends and supplements the Schedule13D IDA KATHLEEN All text and is. Invest like a Wall Street money manager at a Main Street price whom copies are to be sent Information. 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