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 |
|---|---|---|---|---|---|---|
| May 23, 2024 Filed May 31, 2024 19:30 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 14,982 | $1.67 | $25,019.94 |
DisclosureSEC source: 0001476840-24-000077 · wk-form4_1717183805.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: 775,422 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 $1.64 to $1.70, 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 |
| May 22, 2024 Filed May 22, 2024 21:39 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 14,680 | $1.70 | $24,956.00 |
DisclosureSEC source: 0001476840-24-000073 · wk-form4_1716413944.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: 790,404 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. F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.67 to $1.74, 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 |
| May 21, 2024 Filed May 22, 2024 21:39 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 14,290 | $1.76 | $25,150.40 |
DisclosureSEC source: 0001476840-24-000073 · wk-form4_1716413944.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: 805,084 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. F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.71 to $1.83, 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 |
| May 20, 2024 Filed May 22, 2024 21:39 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 14,643 | $1.70 | $24,893.10 |
DisclosureSEC source: 0001476840-24-000073 · wk-form4_1716413944.xml · nonDerivative · entry 6 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 819,374 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. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.66 to $1.73, 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 |
| May 17, 2024 Filed May 22, 2024 21:39 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 14,805 | $1.69 | $25,020.45 |
DisclosureSEC source: 0001476840-24-000073 · wk-form4_1716413944.xml · nonDerivative · entry 5 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 834,017 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. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.67 to $1.73, 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 |
| May 16, 2024 Filed May 22, 2024 21:39 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 14,650 | $1.71 | $25,051.50 |
DisclosureSEC source: 0001476840-24-000073 · wk-form4_1716413944.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: 848,822 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 $1.70 to $1.75, 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 |
| May 15, 2024 Filed May 22, 2024 21:39 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 14,346 | $1.75 | $25,105.50 |
DisclosureSEC source: 0001476840-24-000073 · wk-form4_1716413944.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: 863,472 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 $1.69 to $1.77, 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 |
| May 14, 2024 Filed May 22, 2024 21:39 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 14,340 | $1.75 | $25,095.00 |
DisclosureSEC source: 0001476840-24-000073 · wk-form4_1716413944.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: 877,818 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 $1.72 to $1.80, 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 |
| May 13, 2024 Filed May 22, 2024 21:39 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 14,091 | $1.78 | $25,081.98 |
DisclosureSEC source: 0001476840-24-000073 · wk-form4_1716413944.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: 892,158 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 $1.75 to $1.80, 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 |
| May 10, 2024 Filed May 10, 2024 21:03 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 14,530 | $1.73 | $25,136.90 |
DisclosureSEC source: 0001476840-24-000071 · wk-form4_1715374996.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: 906,249 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. F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.69 to $1.82, 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 |
| May 09, 2024 Filed May 10, 2024 21:03 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 14,640 | $1.71 | $25,034.40 |
DisclosureSEC source: 0001476840-24-000071 · wk-form4_1715374996.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: 920,779 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. F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.67 to $1.81, 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 |
| May 08, 2024 Filed May 10, 2024 21:03 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 14,453 | $1.74 | $25,148.22 |
DisclosureSEC source: 0001476840-24-000071 · wk-form4_1715374996.xml · nonDerivative · entry 6 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 935,419 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. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.70 to $1.78, 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 |
| May 07, 2024 Filed May 10, 2024 21:03 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 13,945 | $1.80 | $25,101.00 |
DisclosureSEC source: 0001476840-24-000071 · wk-form4_1715374996.xml · nonDerivative · entry 5 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 949,872 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. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.75 to $1.83, 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 |
| May 06, 2024 Filed May 10, 2024 21:03 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 14,510 | $1.72 | $24,957.20 |
DisclosureSEC source: 0001476840-24-000071 · wk-form4_1715374996.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: 963,817 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 $1.67 to $1.78, 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 |
| May 03, 2024 Filed May 10, 2024 21:03 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 15,180 | $1.64 | $24,895.20 |
DisclosureSEC source: 0001476840-24-000071 · wk-form4_1715374996.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: 978,327 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 $1.61 to $1.70, 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 |
| May 03, 2024 Filed May 22, 2024 21:49 UTC |
Vidal DanielDirector
|
SaleClass A Common Stock | 15,000 | $1.62 | $24,300.00 |
DisclosureSEC source: 0001476840-24-000075 · wk-form4_1716414570.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 135,933 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 September 14, 2022, as amended 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 $1.59 to $1.68, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 02, 2024 Filed May 10, 2024 21:03 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 15,424 | $1.61 | $24,832.64 |
DisclosureSEC source: 0001476840-24-000071 · wk-form4_1715374996.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: 993,507 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 $1.58 to $1.68, 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 |
| May 01, 2024 Filed May 3, 2024 22:01 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 | 11,972 | $1.60 | $19,155.20 |
DisclosureSEC source: 0000929638-24-001692 · 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: 9,558,279 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.59 to $1.60, 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 |
| May 01, 2024 Filed May 10, 2024 21:03 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 15,480 | $1.61 | $24,922.80 |
DisclosureSEC source: 0001476840-24-000071 · wk-form4_1715374996.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: 1,008,931 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 $1.60 to $1.67, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee. Read SEC document |
| April 30, 2024 Filed Apr 30, 2024 20:47 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 1,500 | $1.59 | $2,385.00 |
DisclosureSEC source: 0001476840-24-000063 · wk-form4_1714510038.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: 1,024,411 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 $1.56 to $1.63, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee. Read SEC document |
| April 30, 2024 Filed May 1, 2024 20:30 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 | 112,025 | $1.60 | $179,240.00 |
DisclosureSEC source: 0000929638-24-001670 · 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: 9,546,307 F3 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.56 to $1.60, 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 |
| April 29, 2024 Filed Apr 30, 2024 20:47 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 1,500 | $1.61 | $2,415.00 |
DisclosureSEC source: 0001476840-24-000063 · wk-form4_1714510038.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: 1,025,911 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 $1.61 to $1.63, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee. Read SEC document |
| April 29, 2024 Filed May 1, 2024 20:30 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 | 418,446 | $1.56 | $652,775.76 |
DisclosureSEC source: 0000929638-24-001670 · 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: 9,434,282 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.52 to $1.60, 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 |
| April 26, 2024 Filed Apr 29, 2024 20:38 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 | 200 | $1.60 | $320.00 |
DisclosureSEC source: 0000929638-24-001650 · 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: 9,015,836 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 |
| April 26, 2024 Filed Apr 30, 2024 20:47 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 12,437 | $1.63 | $20,272.31 |
DisclosureSEC source: 0001476840-24-000063 · wk-form4_1714510038.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: 1,027,411 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 $1.60 to $1.67, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee. Read SEC document |
| April 25, 2024 Filed Apr 25, 2024 22:43 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 15,600 | $1.59 | $24,804.00 |
DisclosureSEC source: 0001476840-24-000056 · wk-form4_1714084974.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: 1,039,848 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 $1.55 to $1.61, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee. Read SEC document |
| April 25, 2024 Filed Apr 29, 2024 20:38 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 | 17,511 | $1.59 | $27,842.49 |
DisclosureSEC source: 0000929638-24-001650 · 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: 9,015,636 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.55 to $1.60, 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 above. 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 |
| April 24, 2024 Filed Apr 25, 2024 22:43 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 15,910 | $1.56 | $24,819.60 |
DisclosureSEC source: 0001476840-24-000056 · wk-form4_1714084974.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: 1,055,448 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 $1.52 to $1.59, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee. Read SEC document |
| April 23, 2024 Filed Apr 25, 2024 22:43 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 15,247 | $1.61 | $24,547.67 |
DisclosureSEC source: 0001476840-24-000056 · wk-form4_1714084974.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: 1,071,358 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 $1.43 to $1.70, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 22:45 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 14,844 | $1.68 | $24,937.92 |
DisclosureSEC source: 0001476840-24-000054 · wk-form4_1713825895.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: 1,086,605 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 $1.60 to $1.70, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee. Read SEC document |
| April 19, 2024 Filed Apr 22, 2024 22:45 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 15,800 | $1.57 | $24,806.00 |
DisclosureSEC source: 0001476840-24-000054 · wk-form4_1713825895.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: 1,101,449 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 $1.53 to $1.60, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee. Read SEC document |
| April 18, 2024 Filed Apr 19, 2024 20:15 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 | 8,481 | $1.59 | $13,484.79 |
DisclosureSEC source: 0000929638-24-001535 · 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: 8,998,125 F3 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.56 to $1.60, 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 |
| April 18, 2024 Filed Apr 22, 2024 22:45 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 15,000 | $1.66 | $24,900.00 |
DisclosureSEC source: 0001476840-24-000054 · wk-form4_1713825895.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: 1,117,249 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 $1.43 to $1.82, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee. Read SEC document |
| April 17, 2024 Filed Apr 17, 2024 23:43 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 16,575 | $1.49 | $24,696.75 |
DisclosureSEC source: 0001476840-24-000052 · wk-form4_1713397385.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: 1,132,249 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 $1.51, 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 |
| April 17, 2024 Filed Apr 19, 2024 20:15 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 | 135,158 | $1.50 | $202,737.00 |
DisclosureSEC source: 0000929638-24-001535 · 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: 8,989,644 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.45 to $1.53, 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 |
| April 16, 2024 Filed Apr 17, 2024 20:31 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 | 76,079 | $1.46 | $111,075.34 |
DisclosureSEC source: 0000929638-24-001516 · 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: 8,854,486 F3 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.42 to $1.48, 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 |
| April 16, 2024 Filed Apr 17, 2024 23:43 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 16,950 | $1.45 | $24,577.50 |
DisclosureSEC source: 0001476840-24-000052 · wk-form4_1713397385.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: 1,148,824 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 $1.43 to $1.47, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee. Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 20:31 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 | 248,712 | $1.43 | $355,658.16 |
DisclosureSEC source: 0000929638-24-001516 · 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: 8,778,407 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.43 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 |
| April 15, 2024 Filed Apr 17, 2024 23:43 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 17,190 | $1.44 | $24,753.60 |
DisclosureSEC source: 0001476840-24-000052 · wk-form4_1713397385.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: 1,165,774 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 $1.42 to $1.44, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee. Read SEC document |
| April 12, 2024 Filed Apr 13, 2024 01:57 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 16,840 | $1.47 | $24,754.80 |
DisclosureSEC source: 0001476840-24-000050 · wk-form4_1712973445.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: 1,182,964 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 $1.40 to $1.59, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee. Read SEC document |
| April 11, 2024 Filed Apr 13, 2024 01:57 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 16,740 | $1.48 | $24,775.20 |
DisclosureSEC source: 0001476840-24-000050 · wk-form4_1712973445.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: 1,199,804 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 $1.45 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 |
| April 10, 2024 Filed Apr 13, 2024 01:57 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 15,903 | $1.56 | $24,808.68 |
DisclosureSEC source: 0001476840-24-000050 · wk-form4_1712973445.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: 1,216,544 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 $1.51 to $1.59, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee. Read SEC document |
| April 09, 2024 Filed Jun 24, 2024 22:09 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 15,460 | $1.61 | $24,890.60 |
DisclosureSEC source: 0001476840-24-000115 · wk-form4_1719266959.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: 1,992,367 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 $1.56 to $1.65, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee. Read SEC document |
| April 08, 2024 Filed Apr 9, 2024 00:22 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 15,992 | $1.55 | $24,787.60 |
DisclosureSEC source: 0001476840-24-000044 · wk-form4_1712622129.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: 1,232,447 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 $1.52 to $1.57, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee. Read SEC document |
| April 05, 2024 Filed Apr 9, 2024 00:22 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 15,985 | $1.55 | $24,776.75 |
DisclosureSEC source: 0001476840-24-000044 · wk-form4_1712622129.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: 1,248,439 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 $1.52 to $160, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee. Read SEC document |
| April 05, 2024 Filed Apr 10, 2024 01:07 UTC |
Christen Timothy LDirector
|
GrantClass A Common Stock | 6,402 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000048 · wk-form4_1712711247.xml · nonDerivative · entry 1 Christen Timothy L · CIK 0001776003 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,442 F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vested immediately on the grant date. Each RSU represented a right to receive one share of Class A common stock. Read SEC document |
| April 05, 2024 Filed Apr 10, 2024 01:07 UTC |
Liu YingDirector
|
GrantClass A Common Stock | 2,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000047 · wk-form4_1712711227.xml · nonDerivative · entry 1 Liu Ying · CIK 0001891182 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,645 F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vested immediately on the grant date. Each RSU represented a right to receive one share of Class A common stock. Read SEC document |
| April 04, 2024 Filed Apr 9, 2024 00:22 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 15,404 | $1.62 | $24,954.48 |
DisclosureSEC source: 0001476840-24-000044 · wk-form4_1712622129.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: 1,264,424 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 $1.59 to $1.65, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee. Read SEC document |
| April 03, 2024 Filed Apr 3, 2024 21:24 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 15,792 | $1.57 | $24,793.44 |
DisclosureSEC source: 0001476840-24-000042 · wk-form4_1712179463.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: 1,279,828 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 $1.55 to $1.63, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee. Read SEC document |
| April 02, 2024 Filed Apr 3, 2024 21:24 UTC |
Barrett David MichaelDirector · Chief Executive Officer
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SaleClass A Common Stock | 15,518 | $1.61 | $24,983.98 |
DisclosureSEC source: 0001476840-24-000042 · wk-form4_1712179463.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: 1,295,620 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 $1.60 to $1.65, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.