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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 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 PurchaseClass A Common Stock 123,217 $1.45 $178,664.65
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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July 05, 2024 Filed Jul 10, 2024 01:08 UTC GrantClass A Common Stock 8,333 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 PurchaseClass A Common Stock 24,529 $1.45 $35,567.05
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 PurchaseClass A Common Stock 75,840 $1.45 $109,968.00
Disclosure

SEC 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
Disclosure

SEC 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 PurchaseClass A Common Stock 12,999 $1.45 $18,848.55
Disclosure

SEC 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 PurchaseClass A Common Stock 6,685 $1.45 $9,693.25
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 PurchaseClass A Common Stock 7,208 $1.44 $10,379.52
Disclosure

SEC 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 PurchaseClass A Common Stock 91,347 $1.41 $128,799.27
Disclosure

SEC 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
Disclosure

SEC 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 PurchaseClass A Common Stock 39,845 $1.32 $52,595.40
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 SaleClass A Common Stock 2,457 $1.30 $3,194.10
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 SaleClass A Common Stock 1,955 $1.34 $2,619.70
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 Exercise / conversionLT50 Common Stock · Derivative 3,821 $0.00 $0.00
Disclosure

SEC 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 Exercise / conversionRestricted Stock Units · Derivative 3,821 $0.00 $0.00
Disclosure

SEC 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 Exercise / conversionRestricted Stock Units · Derivative 3,821 $0.00 $0.00
Disclosure

SEC 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 Exercise / conversionClass A Common Stock 3,821 Not disclosed Not disclosed
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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June 15, 2024 Filed Jun 19, 2024 01:45 UTC
Vidal DanielDirector
Exercise / conversionRestricted Stock Units · Derivative 2,825 $0.00 $0.00
Disclosure

SEC 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.

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June 15, 2024 Filed Jun 19, 2024 01:45 UTC
Vidal DanielDirector
Exercise / conversionRestricted Stock Units · Derivative 2,825 $0.00 $0.00
Disclosure

SEC 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.

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