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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 1 | 2 |
| Dec 2025 | 0 | 12 |
| Jan 2026 | 0 | 1 |
| Feb 2026 | 0 | 1 |
| Mar 2026 | 5 | 12 |
| Apr 2026 | 0 | 2 |
| May 2026 | 0 | 2 |
| Jun 2026 | 0 | 2 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 10, 2024 Filed Jul 15, 2024 21:04 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 12,300 | $2.07 | $25,461.00 |
DisclosureSEC source: 0001476840-24-000136 · wk-form4_1721077459.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: 1,765,703 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 15, 2023. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.94 to $2.14, 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. 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 |
| July 09, 2024 Filed Jul 10, 2024 01:08 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
Exercise / conversionStock Option · Derivative | 75,000 | $0.00 Strike: $0.97 | $0.00 |
DisclosureSEC source: 0001476840-24-000131 · wk-form4_1720573718.xml · derivative · entry 3 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 245,283 Underlying: Class A Common Stock · 75,000 shares Expires 2029-04-11 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. 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 February 29, 2024. F2 · derivative.exercise_date: Reflects remaining portion of the stock option that originally vested in 72 equal monthly installments beginning on May 12, 2019. Read SEC document |
| July 09, 2024 Filed Jul 10, 2024 01:08 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
SaleClass A Common Stock | 75,000 | $2.00 | $150,000.00 |
DisclosureSEC source: 0001476840-24-000131 · wk-form4_1720573718.xml · nonDerivative · entry 2 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 144,635 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 February 29, 2024. Read SEC document |
| July 09, 2024 Filed Jul 10, 2024 01:08 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
Exercise / conversionClass A Common Stock | 75,000 | $0.97 | $72,750.00 |
DisclosureSEC source: 0001476840-24-000131 · wk-form4_1720573718.xml · nonDerivative · entry 1 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 219,635 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. 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 February 29, 2024. Read SEC document |
| July 09, 2024 Filed Jul 10, 2024 01:08 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 12,270 | $2.06 | $25,276.20 |
DisclosureSEC source: 0001476840-24-000130 · wk-form4_1720573706.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: 1,778,003 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 15, 2023. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.83 to $2.16, 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 |
| July 08, 2024 Filed Jul 8, 2024 22:00 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 16,874 | $1.46 | $24,636.04 |
DisclosureSEC source: 0001476840-24-000123 · wk-form4_1720476002.xml · nonDerivative · entry 3 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 1,790,273 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 15, 2023. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.44 to $1.50, 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 |
| July 08, 2024 Filed Jul 10, 2024 22:38 UTC |
McLaughlin Steven J.10% owner
Steven J. McLaughlin Revocable Trust10% owner
EXP 2020 SPV LP10% owner
SF Roofdeck GP LLC10% owner
|
PurchaseClass A Common Stock | 123,217 | $1.45 | $178,664.65 |
DisclosureSEC source: 0000929638-24-002464 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 9,939,949 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.42 to $1.45, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| July 05, 2024 Filed Jul 8, 2024 22:00 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 16,660 | $1.48 | $24,656.80 |
DisclosureSEC source: 0001476840-24-000123 · wk-form4_1720476002.xml · nonDerivative · entry 2 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 1,807,147 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 15, 2023. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.47 to $1.52, 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 |
| July 05, 2024 Filed Jul 10, 2024 01:09 UTC |
Liu YingDirector
|
GrantClass A Common Stock | 3,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000133 · wk-form4_1720573739.xml · nonDerivative · entry 1 Liu Ying · CIK 0001891182 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,666 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 |
| July 05, 2024 Filed Jul 10, 2024 01:08 UTC |
Christen Timothy LDirector
|
GrantClass A Common Stock | 8,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000132 · wk-form4_1720573728.xml · nonDerivative · entry 1 Christen Timothy L · CIK 0001776003 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,625 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 |
| July 03, 2024 Filed Jul 8, 2024 22:00 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 16,474 | $1.50 | $24,711.00 |
DisclosureSEC source: 0001476840-24-000123 · wk-form4_1720476002.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: 1,823,807 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 15, 2023. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.48 to $1.54, 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 |
| July 02, 2024 Filed Jul 2, 2024 21:50 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 16,556 | $1.50 | $24,834.00 |
DisclosureSEC source: 0001476840-24-000121 · wk-form4_1719957005.xml · nonDerivative · entry 3 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 1,840,281 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 15, 2023. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.46 to $1.58, 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 |
| July 01, 2024 Filed Jul 2, 2024 21:50 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 16,200 | $1.53 | $24,786.00 |
DisclosureSEC source: 0001476840-24-000121 · wk-form4_1719957005.xml · nonDerivative · entry 2 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 1,856,837 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 15, 2023. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.49 to $1.56, 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 |
| June 28, 2024 Filed Jul 2, 2024 21:59 UTC |
McLaughlin Steven J.10% owner
Steven J. McLaughlin Revocable Trust10% owner
EXP 2020 SPV LP10% owner
SF Roofdeck GP LLC10% owner
|
PurchaseClass A Common Stock | 24,529 | $1.45 | $35,567.05 |
DisclosureSEC source: 0000929638-24-002397 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 9,816,732 F1 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 21:50 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 16,630 | $1.49 | $24,778.70 |
DisclosureSEC source: 0001476840-24-000121 · wk-form4_1719957005.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: 1,873,037 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 15, 2023. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.45 to $1.52, 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 |
| June 27, 2024 Filed Jun 27, 2024 21:05 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 16,610 | $1.48 | $24,582.80 |
DisclosureSEC source: 0001476840-24-000117 · wk-form4_1719522303.xml · nonDerivative · entry 3 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 1,889,667 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 15, 2023. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.43 to $1.56, 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 |
| June 27, 2024 Filed Jun 28, 2024 21:40 UTC |
McLaughlin Steven J.10% owner
Steven J. McLaughlin Revocable Trust10% owner
EXP 2020 SPV LP10% owner
SF Roofdeck GP LLC10% owner
|
PurchaseClass A Common Stock | 75,840 | $1.45 | $109,968.00 |
DisclosureSEC source: 0000929638-24-002298 · form4.xml · nonDerivative · entry 2 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 9,792,203 F3 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.44 to $1.45, inclusive. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| June 26, 2024 Filed Jun 27, 2024 21:05 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 16,300 | $1.51 | $24,613.00 |
DisclosureSEC source: 0001476840-24-000117 · wk-form4_1719522303.xml · nonDerivative · entry 2 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 1,906,277 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 15, 2023. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.47 to $1.54, 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 |
| June 26, 2024 Filed Jun 28, 2024 21:40 UTC |
McLaughlin Steven J.10% owner
Steven J. McLaughlin Revocable Trust10% owner
EXP 2020 SPV LP10% owner
SF Roofdeck GP LLC10% owner
|
PurchaseClass A Common Stock | 12,999 | $1.45 | $18,848.55 |
DisclosureSEC source: 0000929638-24-002298 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 9,716,363 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.44 to $1.45, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (1) and (3) to this Form 4. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| June 25, 2024 Filed Jun 26, 2024 20:25 UTC |
McLaughlin Steven J.10% owner
Steven J. McLaughlin Revocable Trust10% owner
EXP 2020 SPV LP10% owner
SF Roofdeck GP LLC10% owner
|
PurchaseClass A Common Stock | 6,685 | $1.45 | $9,693.25 |
DisclosureSEC source: 0000929638-24-002276 · form4.xml · nonDerivative · entry 2 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 9,703,364 F3 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.445 to $1.45, inclusive. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| June 25, 2024 Filed Jun 27, 2024 21:05 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 16,830 | $1.46 | $24,571.80 |
DisclosureSEC source: 0001476840-24-000117 · wk-form4_1719522303.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: 1,922,577 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 15, 2023. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.45 to $1.51, 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 |
| June 24, 2024 Filed Jun 24, 2024 22:09 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 16,860 | $1.46 | $24,615.60 |
DisclosureSEC source: 0001476840-24-000115 · wk-form4_1719266959.xml · nonDerivative · entry 4 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 1,939,407 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 15, 2023. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.46 to $1.42, 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 |
| June 24, 2024 Filed Jun 26, 2024 20:25 UTC |
McLaughlin Steven J.10% owner
Steven J. McLaughlin Revocable Trust10% owner
EXP 2020 SPV LP10% owner
SF Roofdeck GP LLC10% owner
|
PurchaseClass A Common Stock | 7,208 | $1.44 | $10,379.52 |
DisclosureSEC source: 0000929638-24-002276 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 9,696,679 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.41 to $1.45, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (1) and (3) to this Form 4. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| June 21, 2024 Filed Jun 24, 2024 20:45 UTC |
McLaughlin Steven J.10% owner
Steven J. McLaughlin Revocable Trust10% owner
EXP 2020 SPV LP10% owner
SF Roofdeck GP LLC10% owner
|
PurchaseClass A Common Stock | 91,347 | $1.41 | $128,799.27 |
DisclosureSEC source: 0000929638-24-002250 · form4.xml · nonDerivative · entry 2 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 9,689,471 F3 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.36 to $1.45, inclusive. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| June 21, 2024 Filed Jun 24, 2024 22:09 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 17,670 | $1.39 | $24,561.30 |
DisclosureSEC source: 0001476840-24-000115 · wk-form4_1719266959.xml · nonDerivative · entry 3 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 1,956,267 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 15, 2023. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.35 to $1.41, 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 |
| June 20, 2024 Filed Jun 24, 2024 20:45 UTC |
McLaughlin Steven J.10% owner
Steven J. McLaughlin Revocable Trust10% owner
EXP 2020 SPV LP10% owner
SF Roofdeck GP LLC10% owner
|
PurchaseClass A Common Stock | 39,845 | $1.32 | $52,595.40 |
DisclosureSEC source: 0000929638-24-002250 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 9,598,124 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.27 to $1.37, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (1) and (3) to this Form 4. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 22:09 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 18,430 | $1.32 | $24,327.60 |
DisclosureSEC source: 0001476840-24-000115 · wk-form4_1719266959.xml · nonDerivative · entry 2 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 1,973,937 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 15, 2023. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.27 to $1.37, 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 |
| June 18, 2024 Filed Jun 19, 2024 01:44 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 18,730 | $1.30 | $24,349.00 |
DisclosureSEC source: 0001476840-24-000107 · wk-form4_1718761482.xml · nonDerivative · entry 8 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 2,007,827 F3 · kind: These transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023. No other transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F11 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.27 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. 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 |
| June 18, 2024 Filed Dec 19, 2024 22:23 UTC Amendment |
Schaffer RyanDirector · Chief Financial Officer
|
SaleClass A Common Stock | 1,131 | $1.30 | $1,470.30 |
DisclosureSEC source: 0001476840-24-000259 · wk-form4a_1734646979.xml · nonDerivative · entry 1 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,504 F1 · 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 Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP") for certain employees of the Issuer. On June 18, 2024, the Reporting Person filed a Form 4 reporting the shares granted as matched shares but inadvertently excluded this related sale. F2 · 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 $1.27 to $1.32, 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 |
| June 18, 2024 Filed Dec 19, 2024 22:22 UTC Amendment |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
SaleClass A Common Stock | 724 | $1.30 | $941.20 |
DisclosureSEC source: 0001476840-24-000258 · wk-form4a_1734646968.xml · nonDerivative · entry 1 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,623 F1 · 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 Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP") for certain employees of the Issuer. On June 18, 2024, the Reporting Person filed a Form 4 reporting the shares granted as matched shares but inadvertently excluded this related sale. F2 · 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 $1.27 to $1.32, 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 |
| June 18, 2024 Filed Dec 19, 2024 22:22 UTC Amendment |
Mills Jason FahrDirector
|
SaleClass A Common Stock | 2,457 | $1.30 | $3,194.10 |
DisclosureSEC source: 0001476840-24-000257 · wk-form4a_1734646959.xml · nonDerivative · entry 1 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270,224 F1 · 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 Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP") for certain employees of the Issuer. On June 18, 2024, the Reporting Person filed a Form 4 reporting the shares granted as matched shares but inadvertently excluded this related sale. F2 · 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 $1.27 to $1.32, 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 |
| June 18, 2024 Filed Dec 19, 2024 22:22 UTC Amendment |
Vidal DanielDirector
|
SaleClass A Common Stock | 2,229 | $1.30 | $2,897.70 |
DisclosureSEC source: 0001476840-24-000256 · wk-form4a_1734646949.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,420 F1 · 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 Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP") for certain employees of the Issuer. On June 18, 2024, the Reporting Person filed a Form 4 reporting the shares granted as matched shares but inadvertently excluded this related sale. F2 · 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 $1.27 to $1.32, 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 |
| June 18, 2024 Filed Dec 19, 2024 22:22 UTC Amendment |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 33,391 | $1.30 | $43,408.30 |
DisclosureSEC source: 0001476840-24-000255 · wk-form4a_1734646938.xml · nonDerivative · entry 1 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,289 F1 · 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 Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP") for certain employees of the Issuer. On June 18, 2024, the Reporting Person filed a Form 4 reporting the shares granted as matched shares but inadvertently excluded this related sale. F2 · 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 $1.27 to $1.32, 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 |
| June 17, 2024 Filed Jun 19, 2024 01:45 UTC |
Mills Jason FahrDirector
|
SaleClass A Common Stock | 1,955 | $1.34 | $2,619.70 |
DisclosureSEC source: 0001476840-24-000110 · wk-form4_1718761514.xml · nonDerivative · entry 4 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 272,681 F4 · 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. 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 upon the vesting of restricted stock units for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.32 to $1.39, 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 17, 2024 Filed Jun 19, 2024 01:45 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
SaleClass A Common Stock | 2,443 | $1.34 | $3,273.62 |
DisclosureSEC source: 0001476840-24-000109 · wk-form4_1718761503.xml · nonDerivative · entry 4 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,635 F4 · 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. 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 upon the vesting of restricted stock units for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.32 to $1.39, 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 17, 2024 Filed Jun 19, 2024 01:45 UTC |
Vidal DanielDirector
|
SaleClass A Common Stock | 1,653 | $1.34 | $2,215.02 |
DisclosureSEC source: 0001476840-24-000108 · wk-form4_1718761492.xml · nonDerivative · entry 4 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,649 F4 · 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. 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 upon the vesting of restricted stock units for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.32 to $1.39, 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 17, 2024 Filed Jun 19, 2024 01:44 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 17,940 | $1.37 | $24,577.80 |
DisclosureSEC source: 0001476840-24-000107 · wk-form4_1718761482.xml · nonDerivative · entry 7 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 2,026,557 F3 · kind: These transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023. No other transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.34 to $1.40, 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. 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 |
| June 17, 2024 Filed Jun 19, 2024 01:44 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 11,072 | $1.34 | $14,836.48 |
DisclosureSEC source: 0001476840-24-000107 · wk-form4_1718761482.xml · nonDerivative · entry 6 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 218,680 F8 · 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. F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.32 to $1.39, 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 17, 2024 Filed Jun 19, 2024 01:44 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
SaleClass A Common Stock | 2,682 | $1.34 | $3,593.88 |
DisclosureSEC source: 0001476840-24-000104 · wk-form4_1718761451.xml · nonDerivative · entry 4 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,347 F4 · 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. 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 upon the vesting of restricted stock units for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.32 to $1.39, 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 15, 2024 Filed Jun 19, 2024 01:45 UTC |
Mills Jason FahrDirector
|
Exercise / conversionLT50 Common Stock · Derivative | 3,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000110 · wk-form4_1718761514.xml · derivative · entry 7 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See note Disclosed balance after: 26,749 Underlying: Class A Common Stock · 3,821 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. F7 · 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. F8 · 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. F8 · 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. F8 · 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. F9 · 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 |
| June 15, 2024 Filed Jun 19, 2024 01:45 UTC |
Mills Jason FahrDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 3,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000110 · wk-form4_1718761514.xml · derivative · entry 6 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,246 Underlying: LT50 Common Stock · 3,821 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. F7 · 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. F6 · 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 |
| June 15, 2024 Filed Jun 19, 2024 01:45 UTC |
Mills Jason FahrDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 3,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000110 · wk-form4_1718761514.xml · derivative · entry 5 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,246 Underlying: Class A Common Stock · 3,821 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. F6 · 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 |
| June 15, 2024 Filed Jun 19, 2024 01:45 UTC |
Mills Jason FahrDirector
|
Exercise / conversionClass A Common Stock | 3,821 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-24-000110 · wk-form4_1718761514.xml · nonDerivative · entry 3 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 274,636 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 |
| June 15, 2024 Filed Jun 19, 2024 01:45 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
Exercise / conversionLT50 Common Stock · Derivative | 3,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000109 · wk-form4_1718761503.xml · derivative · entry 7 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See note Disclosed balance after: 43,148 Underlying: Class A Common Stock · 3,923 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. F7 · 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. F8 · 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. F8 · 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. F8 · 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. F9 · 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 |
| June 15, 2024 Filed Jun 19, 2024 01:45 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 3,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000109 · wk-form4_1718761503.xml · derivative · entry 6 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,372 Underlying: LT50 Common Stock · 3,923 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. F7 · 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. F6 · 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 |
| June 15, 2024 Filed Jun 19, 2024 01:45 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 3,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000109 · wk-form4_1718761503.xml · derivative · entry 5 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,372 Underlying: Class A Common Stock · 3,923 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. F6 · 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 |
| June 15, 2024 Filed Jun 19, 2024 01:45 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
Exercise / conversionClass A Common Stock | 3,923 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-24-000109 · wk-form4_1718761503.xml · nonDerivative · entry 3 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147,078 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 |
| June 15, 2024 Filed Jun 19, 2024 01:45 UTC |
Vidal DanielDirector
|
Exercise / conversionLT50 Common Stock · Derivative | 2,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000108 · wk-form4_1718761492.xml · derivative · entry 7 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See note Disclosed balance after: 143,718 Underlying: Class A Common Stock · 2,825 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. F7 · 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. F8 · 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. F8 · 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. F8 · 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. F9 · 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 |
| June 15, 2024 Filed Jun 19, 2024 01:45 UTC |
Vidal DanielDirector
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Exercise / conversionRestricted Stock Units · Derivative | 2,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000108 · wk-form4_1718761492.xml · derivative · entry 6 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,332 Underlying: LT50 Common Stock · 2,825 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. F7 · 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. F6 · 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 |
| June 15, 2024 Filed Jun 19, 2024 01:45 UTC |
Vidal DanielDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 2,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000108 · wk-form4_1718761492.xml · derivative · entry 5 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,332 Underlying: Class A Common Stock · 2,825 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. F6 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.