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Nasdaq · USD

EXFY

Expensify, Inc.

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6208
SEC CIK
0001476840
Parsed reports
375

Last 12 months

Inside the activity.

6 purchase rows · 34 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202512
Dec 2025012
Jan 202601
Feb 202601
Mar 2026512
Apr 202602
May 202602
Jun 202602
Jul 202600
Aug 202600
Sep 202600
Oct 202600

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
July 05, 2026 Filed Jul 7, 2026 21:14 UTC
Liu YingDirector
GrantClass A Common Stock 3,731 $0.00 $0.00
Disclosure

SEC source: 0001891182-26-000006 · wk-form4_1783458881.xml · nonDerivative · entry 1

Liu Ying · CIK 0001891182 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 183,200

F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vested immediately on the grant date. Each RSU represented a right to receive one share of Class A common stock.

Read SEC document
June 23, 2026 Filed Jun 25, 2026 21:55 UTC
Vidal DanielDirector
GrantStock Option · Derivative 1,160,447 $0.00 Strike: $1.75 $0.00
Disclosure

SEC source: 0001891862-26-000015 · wk-form4_1782424521.xml · derivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,160,447

Underlying: Class A Common Stock · 1,160,447 shares

Expires 2036-06-23

F1 · derivative.exercise_date: The stock option vests in 16 equal quarterly installments, deemed to have begun on April 12, 2025

Read SEC document
June 23, 2026 Filed Jun 25, 2026 21:55 UTC GrantStock Option · Derivative 1,160,447 $0.00 Strike: $1.75 $0.00
Disclosure

SEC source: 0001891197-26-000013 · wk-form4_1782424511.xml · derivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,160,447

Underlying: Class A Common Stock · 1,160,447 shares

Expires 2036-06-23

F1 · derivative.exercise_date: The stock option vests in 16 equal quarterly installments, deemed to have begun on April 12, 2025

Read SEC document
June 23, 2026 Filed Jun 25, 2026 21:55 UTC
Barrett David MichaelDirector · Chief Executive Officer
GrantStock Option · Derivative 2,094,974 $0.00 Strike: $1.75 $0.00
Disclosure

SEC source: 0001892682-26-000026 · wk-form4_1782424505.xml · derivative · entry 1

Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,094,974

Underlying: Class A Common Stock · 2,094,974 shares

Expires 2036-06-23

F1 · derivative.exercise_date: The stock option vests in 16 equal quarterly installments, deemed to have begun on April 12, 2025

Read SEC document
June 23, 2026 Filed Jun 25, 2026 21:55 UTC
Schaffer RyanDirector · Chief Financial Officer
GrantStock Option · Derivative 1,164,596 $0.00 Strike: $1.75 $0.00
Disclosure

SEC source: 0001891061-26-000016 · wk-form4_1782424516.xml · derivative · entry 1

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,164,596

Underlying: Class A Common Stock · 1,164,596 shares

Expires 2036-06-23

F1 · derivative.exercise_date: The stock option vests in 16 equal quarterly installments, deemed to have begun on April 12, 2025

Read SEC document
June 23, 2026 Filed Jun 26, 2026 22:18 UTC Amendment
Barrett David MichaelDirector · Chief Executive Officer
GrantStock Option · Derivative 2,031,280 $0.00 Strike: $1.75 $0.00
Disclosure

SEC source: 0001892682-26-000028 · wk-form4a_1782512325.xml · derivative · entry 2

Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,031,280

Underlying: Class A Common Stock · 2,031,280 shares

Expires 2036-06-23

F2 · derivative.exercise_date: The stock option, aggregated with the stock option expiring 6/23/2031 reported herein, vests in 16 equal quarterly installments, deemed to have begun on April 12, 2025.

Read SEC document
June 23, 2026 Filed Jun 26, 2026 22:18 UTC Amendment
Barrett David MichaelDirector · Chief Executive Officer
GrantStock Option · Derivative 63,694 $0.00 Strike: $1.75 $0.00
Disclosure

SEC source: 0001892682-26-000028 · wk-form4a_1782512325.xml · derivative · entry 1

Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,694

Underlying: Class A Common Stock · 63,694 shares

Expires 2031-06-23

F1 · derivative.exercise_date: The stock option, aggregated with the stock option expiring 6/23/2036 reported herein, vests in 16 equal quarterly installments, deemed to have begun on April 12, 2025. This stock option is fully vested and currently exercisable.

Read SEC document
June 15, 2026 Filed Jun 16, 2026 19:15 UTC SaleClass A Common Stock 10,700 $1.28 $13,696.00
Disclosure

SEC source: 0002104456-26-000022 · wk-form4_1781637310.xml · nonDerivative · entry 1

Alvarez Divo Carlos Eduardo · CIK 0002104456 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 234,080

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 31, 2025.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.26 to $1.32, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
June 01, 2026 Filed Jun 2, 2026 22:13 UTC
Barrett David MichaelDirector · Chief Executive Officer
SaleClass A Common Stock 30,000 $1.15 $34,500.00
Disclosure

SEC source: 0001892682-26-000014 · wk-form4_1780438389.xml · nonDerivative · entry 1

Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Indirect · See note

Disclosed balance after: 1,228,480

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 31, 2025.

F2 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee.

Read SEC document
May 22, 2026 Filed Jul 7, 2026 21:17 UTC
Liu YingDirector
GrantClass A Common Stock 123,762 $0.00 $0.00
Disclosure

SEC source: 0001891182-26-000008 · wk-form4_1783459054.xml · nonDerivative · entry 1

Liu Ying · CIK 0001891182 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 306,962

F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vest on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the next Annual Meeting following the grant date. Each RSU represents a right to receive one share of Class A common stock.

Read SEC document
May 22, 2026 Filed Jul 7, 2026 21:17 UTC
Pao EllenDirector
GrantClass A Common Stock 123,762 $0.00 $0.00
Disclosure

SEC source: 0001892081-26-000002 · wk-form4_1783459060.xml · nonDerivative · entry 1

Pao Ellen · CIK 0001892081 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 292,770

F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vest on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the next Annual Meeting following the grant date. Each RSU represents a right to receive one share of Class A common stock.

Read SEC document
May 22, 2026 Filed Jul 7, 2026 21:17 UTC GrantClass A Common Stock 123,762 $0.00 $0.00
Disclosure

SEC source: 0001776003-26-000002 · wk-form4_1783459048.xml · nonDerivative · entry 1

Christen Timothy L · CIK 0001776003 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 413,516

F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vest on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the next Annual Meeting following the grant date. Each RSU represents a right to receive one share of Class A common stock.

Read SEC document
May 15, 2026 Filed May 28, 2026 22:30 UTC SaleClass A Common Stock 10,000 $1.13 $11,300.00
Disclosure

SEC source: 0002104456-26-000012 · wk-form4_1780007456.xml · nonDerivative · entry 1

Alvarez Divo Carlos Eduardo · CIK 0002104456 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 244,780

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 31, 2025.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.11 to $1.14, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
May 01, 2026 Filed May 12, 2026 00:23 UTC
Barrett David MichaelDirector · Chief Executive Officer
SaleClass A Common Stock 30,000 $1.08 $32,400.00
Disclosure

SEC source: 0001892682-26-000012 · wk-form4_1778545395.xml · nonDerivative · entry 1

Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Indirect · See note

Disclosed balance after: 1,258,480

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 31, 2025.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.01 to $1.12, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

F3 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee.

Read SEC document
April 28, 2026 Filed Apr 30, 2026 22:35 UTC SaleClass A Common Stock 30,728 $1.01 $31,035.28
Disclosure

SEC source: 0002104456-26-000010 · wk-form4_1777588512.xml · nonDerivative · entry 1

Alvarez Divo Carlos Eduardo · CIK 0002104456 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 254,780

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 31, 2025.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.00 to $1.04, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
April 05, 2026 Filed May 12, 2026 00:17 UTC
Liu YingDirector
GrantClass A Common Stock 5,376 $0.00 $0.00
Disclosure

SEC source: 0001891182-26-000004 · wk-form4_1778545051.xml · nonDerivative · entry 1

Liu Ying · CIK 0001891182 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 179,469

F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vested immediately on the grant date. Each RSU represented a right to receive one share of Class A common stock.

Read SEC document
April 01, 2026 Filed Jun 11, 2026 22:14 UTC
Barrett David MichaelDirector · Chief Executive Officer
SaleClass A Common Stock 30,000 $0.85 $25,500.00
Disclosure

SEC source: 0001892682-26-000017 · wk-form4_1781216092.xml · nonDerivative · entry 1

Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Indirect · See note

Disclosed balance after: 1,198,480

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 31, 2025.

F2 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee.

Read SEC document
March 30, 2026 Filed Jun 11, 2026 22:58 UTC SaleClass A Common Stock 12,451 $0.81 $10,085.31
Disclosure

SEC source: 0002104456-26-000017 · wk-form4_1781218731.xml · nonDerivative · entry 7

Alvarez Divo Carlos Eduardo · CIK 0002104456 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 336,359

F9 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares awarded under the SPMP for certain employees of the Issuer.

F10 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $0.79 to $0.83, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 24, 2026 Filed Jun 11, 2026 22:58 UTC SaleClass A Common Stock 1,699 $0.84 $1,427.16
Disclosure

SEC source: 0002104456-26-000017 · wk-form4_1781218731.xml · nonDerivative · entry 6

Alvarez Divo Carlos Eduardo · CIK 0002104456 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 348,810

F7 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer.

F8 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $0.82 to $0.86, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 24, 2026 Filed Jun 11, 2026 22:58 UTC
Vidal DanielDirector
SaleClass A Common Stock 1,510 $0.84 $1,268.40
Disclosure

SEC source: 0001891862-26-000007 · wk-form4_1781218726.xml · nonDerivative · entry 5

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 454,545

F6 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer.

F7 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $0.82 to $0.86, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 24, 2026 Filed Jun 11, 2026 22:58 UTC
Schaffer RyanDirector · Chief Financial Officer
SaleClass A Common Stock 2,700 $0.84 $2,268.00
Disclosure

SEC source: 0001891061-26-000009 · wk-form4_1781218720.xml · nonDerivative · entry 5

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 238,671

F6 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer.

F7 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $0.82 to $0.86, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 24, 2026 Filed Jun 11, 2026 22:58 UTC
Barrett David MichaelDirector · Chief Executive Officer
SaleClass A Common Stock 10,114 $0.84 $8,495.76
Disclosure

SEC source: 0001892682-26-000019 · wk-form4_1781218712.xml · nonDerivative · entry 4

Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 221,144

F5 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer.

F6 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $0.82 to $0.86, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 24, 2026 Filed Jun 11, 2026 22:58 UTC SaleClass A Common Stock 1,786 $0.84 $1,500.24
Disclosure

SEC source: 0001891197-26-000006 · wk-form4_1781218696.xml · nonDerivative · entry 5

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 549,634

F6 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer.

F7 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $0.82 to $0.86, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 20, 2026 Filed Jun 11, 2026 22:58 UTC GrantClass A Common Stock 33,633 $0.00 $0.00
Disclosure

SEC source: 0002104456-26-000017 · wk-form4_1781218731.xml · nonDerivative · entry 5

Alvarez Divo Carlos Eduardo · CIK 0002104456 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 350,509

F6 · shares: Shares awarded under the SPMP.

Read SEC document
March 17, 2026 Filed Jun 11, 2026 22:58 UTC SaleClass A Common Stock 6,230 $0.76 $4,734.80
Disclosure

SEC source: 0002104456-26-000017 · wk-form4_1781218731.xml · nonDerivative · entry 4

Alvarez Divo Carlos Eduardo · CIK 0002104456 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 316,876

F4 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer.

F5 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $0.74 to $0.78, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 17, 2026 Filed Jun 11, 2026 22:58 UTC
Vidal DanielDirector
SaleClass A Common Stock 6,158 $0.76 $4,680.08
Disclosure

SEC source: 0001891862-26-000007 · wk-form4_1781218726.xml · nonDerivative · entry 4

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 456,055

F4 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer.

F5 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $0.74 to $0.78, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 17, 2026 Filed Jun 11, 2026 22:58 UTC
Schaffer RyanDirector · Chief Financial Officer
SaleClass A Common Stock 3,333 $0.76 $2,533.08
Disclosure

SEC source: 0001891061-26-000009 · wk-form4_1781218720.xml · nonDerivative · entry 4

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 241,371

F4 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer.

F5 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $0.74 to $0.78, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 17, 2026 Filed Jun 11, 2026 22:58 UTC
Barrett David MichaelDirector · Chief Executive Officer
SaleClass A Common Stock 2,692 $0.76 $2,045.92
Disclosure

SEC source: 0001892682-26-000019 · wk-form4_1781218712.xml · nonDerivative · entry 3

Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 231,258

F3 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer.

F4 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $0.74 to $0.78, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 17, 2026 Filed Jun 11, 2026 22:58 UTC SaleClass A Common Stock 6,770 $0.76 $5,145.20
Disclosure

SEC source: 0001891197-26-000006 · wk-form4_1781218696.xml · nonDerivative · entry 4

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 551,420

F4 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer.

F5 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $0.74 to $0.78, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 15, 2026 Filed Jun 11, 2026 22:58 UTC Exercise / conversionLT50 Common Stock · Derivative 2,467 $0.00 $0.00
Disclosure

SEC source: 0002104456-26-000017 · wk-form4_1781218731.xml · derivative · entry 10

Alvarez Divo Carlos Eduardo · CIK 0002104456 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 166,567

Underlying: Class A Common Stock · 2,467 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F12 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock.

F13 · derivative.exercise_price: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F13 · derivative.exercise_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F13 · derivative.expiration_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F14 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust.

Read SEC document
March 15, 2026 Filed Jun 11, 2026 22:58 UTC Exercise / conversionRestricted Stock Units · Derivative 2,467 $0.00 $0.00
Disclosure

SEC source: 0002104456-26-000017 · wk-form4_1781218731.xml · derivative · entry 9

Alvarez Divo Carlos Eduardo · CIK 0002104456 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,545

Underlying: LT50 Common Stock · 2,467 shares

Expires 2029-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F12 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock.

F11 · derivative.exercise_date: The RSUs vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th, and September 15th.

Read SEC document
March 15, 2026 Filed Jun 11, 2026 22:58 UTC Exercise / conversionRestricted Stock Units · Derivative 2,467 $0.00 $0.00
Disclosure

SEC source: 0002104456-26-000017 · wk-form4_1781218731.xml · derivative · entry 8

Alvarez Divo Carlos Eduardo · CIK 0002104456 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,545

Underlying: Class A Common Stock · 2,467 shares

Expires 2029-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock.

F11 · derivative.exercise_date: The RSUs vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th, and September 15th.

Read SEC document
March 15, 2026 Filed Jun 11, 2026 22:58 UTC Exercise / conversionClass A Common Stock 2,467 Not disclosed Not disclosed
Disclosure

SEC source: 0002104456-26-000017 · wk-form4_1781218731.xml · nonDerivative · entry 3

Alvarez Divo Carlos Eduardo · CIK 0002104456 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 323,106

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock.

Read SEC document
March 15, 2026 Filed Jun 11, 2026 22:58 UTC
Vidal DanielDirector
Exercise / conversionLT50 Common Stock · Derivative 2,826 $0.00 $0.00
Disclosure

SEC source: 0001891862-26-000007 · wk-form4_1781218726.xml · derivative · entry 8

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 163,496

Underlying: Class A Common Stock · 2,826 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F9 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock.

F10 · derivative.exercise_price: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F10 · derivative.exercise_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F10 · derivative.expiration_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F11 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust.

Read SEC document
March 15, 2026 Filed Jun 11, 2026 22:58 UTC
Vidal DanielDirector
Exercise / conversionRestricted Stock Units · Derivative 2,826 $0.00 $0.00
Disclosure

SEC source: 0001891862-26-000007 · wk-form4_1781218726.xml · derivative · entry 7

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,554

Underlying: LT50 Common Stock · 2,826 shares

Expires 2029-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F9 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock.

F8 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th.

Read SEC document
March 15, 2026 Filed Jun 11, 2026 22:58 UTC
Vidal DanielDirector
Exercise / conversionRestricted Stock Units · Derivative 2,826 $0.00 $0.00
Disclosure

SEC source: 0001891862-26-000007 · wk-form4_1781218726.xml · derivative · entry 6

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,554

Underlying: Class A Common Stock · 2,826 shares

Expires 2029-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock.

F8 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th.

Read SEC document
March 15, 2026 Filed Jun 11, 2026 22:58 UTC
Vidal DanielDirector
Exercise / conversionClass A Common Stock 2,826 Not disclosed Not disclosed
Disclosure

SEC source: 0001891862-26-000007 · wk-form4_1781218726.xml · nonDerivative · entry 3

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 462,213

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock.

Read SEC document
March 15, 2026 Filed Jun 11, 2026 22:58 UTC
Schaffer RyanDirector · Chief Financial Officer
Exercise / conversionLT50 Common Stock · Derivative 3,922 $0.00 $0.00
Disclosure

SEC source: 0001891061-26-000009 · wk-form4_1781218720.xml · derivative · entry 8

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 70,605

Underlying: Class A Common Stock · 3,922 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F9 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock.

F10 · derivative.exercise_price: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F10 · derivative.exercise_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F10 · derivative.expiration_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F11 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust.

Read SEC document
March 15, 2026 Filed Jun 11, 2026 22:58 UTC
Schaffer RyanDirector · Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 3,922 $0.00 $0.00
Disclosure

SEC source: 0001891061-26-000009 · wk-form4_1781218720.xml · derivative · entry 7

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,915

Underlying: LT50 Common Stock · 3,922 shares

Expires 2029-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F9 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock.

F8 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th, and September 15th.

Read SEC document
March 15, 2026 Filed Jun 11, 2026 22:58 UTC
Schaffer RyanDirector · Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 3,922 $0.00 $0.00
Disclosure

SEC source: 0001891061-26-000009 · wk-form4_1781218720.xml · derivative · entry 6

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,915

Underlying: Class A Common Stock · 3,922 shares

Expires 2029-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock.

F8 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th, and September 15th.

Read SEC document
March 15, 2026 Filed Jun 11, 2026 22:58 UTC
Schaffer RyanDirector · Chief Financial Officer
Exercise / conversionClass A Common Stock 3,922 Not disclosed Not disclosed
Disclosure

SEC source: 0001891061-26-000009 · wk-form4_1781218720.xml · nonDerivative · entry 3

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 244,704

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock.

Read SEC document
March 15, 2026 Filed Jun 11, 2026 22:58 UTC
Barrett David MichaelDirector · Chief Executive Officer
Exercise / conversionLT50 Common Stock · Derivative 14,463 $0.00 $0.00
Disclosure

SEC source: 0001892682-26-000019 · wk-form4_1781218712.xml · derivative · entry 8

Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 260,336

Underlying: Class A Common Stock · 14,463 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F9 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock.

F10 · derivative.exercise_price: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F10 · derivative.exercise_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F10 · derivative.expiration_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F11 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust.

Read SEC document
March 15, 2026 Filed Jun 11, 2026 22:58 UTC
Barrett David MichaelDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Units · Derivative 14,463 $0.00 $0.00
Disclosure

SEC source: 0001892682-26-000019 · wk-form4_1781218712.xml · derivative · entry 7

Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 202,484

Underlying: LT50 Common Stock · 14,463 shares

Expires 2029-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F9 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock.

F8 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th.

Read SEC document
March 15, 2026 Filed Jun 11, 2026 22:58 UTC
Barrett David MichaelDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Units · Derivative 14,463 $0.00 $0.00
Disclosure

SEC source: 0001892682-26-000019 · wk-form4_1781218712.xml · derivative · entry 6

Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 202,484

Underlying: Class A Common Stock · 14,463 shares

Expires 2029-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock.

F8 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th.

Read SEC document
March 15, 2026 Filed Jun 11, 2026 22:58 UTC
Barrett David MichaelDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 14,463 Not disclosed Not disclosed
Disclosure

SEC source: 0001892682-26-000019 · wk-form4_1781218712.xml · nonDerivative · entry 2

Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 233,950

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock.

Read SEC document
March 15, 2026 Filed Jun 11, 2026 22:58 UTC Exercise / conversionLT50 Common Stock · Derivative 3,822 $0.00 $0.00
Disclosure

SEC source: 0001891197-26-000006 · wk-form4_1781218696.xml · derivative · entry 8

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 53,498

Underlying: Class A Common Stock · 3,822 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F9 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock.

F10 · derivative.exercise_price: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F10 · derivative.exercise_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F10 · derivative.expiration_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F11 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust.

Read SEC document
March 15, 2026 Filed Jun 11, 2026 22:58 UTC Exercise / conversionRestricted Stock Units · Derivative 3,822 $0.00 $0.00
Disclosure

SEC source: 0001891197-26-000006 · wk-form4_1781218696.xml · derivative · entry 7

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,497

Underlying: LT50 Common Stock · 3,822 shares

Expires 2029-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F9 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock.

F8 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th.

Read SEC document
March 15, 2026 Filed Jun 11, 2026 22:58 UTC Exercise / conversionRestricted Stock Units · Derivative 3,822 $0.00 $0.00
Disclosure

SEC source: 0001891197-26-000006 · wk-form4_1781218696.xml · derivative · entry 6

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,497

Underlying: Class A Common Stock · 3,822 shares

Expires 2029-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock.

F8 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th.

Read SEC document
March 15, 2026 Filed Jun 11, 2026 22:58 UTC Exercise / conversionClass A Common Stock 3,822 Not disclosed Not disclosed
Disclosure

SEC source: 0001891197-26-000006 · wk-form4_1781218696.xml · nonDerivative · entry 3

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 558,190

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock.

Read SEC document
March 13, 2026 Filed Jun 11, 2026 22:58 UTC GrantClass A Common Stock 16,359 $0.00 $0.00
Disclosure

SEC source: 0002104456-26-000017 · wk-form4_1781218731.xml · nonDerivative · entry 2

Alvarez Divo Carlos Eduardo · CIK 0002104456 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 320,639

F2 · shares: Shares granted as matched shares pursuant to the SPMP.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.