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 |
|---|---|---|---|---|---|---|
| March 11, 2024 Filed Mar 14, 2024 20:59 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 7,311 | $2.14 | $15,645.54 |
DisclosureSEC source: 0001476840-24-000026 · wk-form4_1710449932.xml · nonDerivative · entry 2 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,711 F2 · kind: Shares were sold solely to cover taxes for shares awarded under the SPMP. F3 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. F4 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.08 to $2.20, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 20:59 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
GrantClass A Common Stock | 19,097 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000026 · wk-form4_1710449932.xml · nonDerivative · entry 1 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,022 F1 · shares: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 20:58 UTC |
Vidal DanielDirector
|
SaleClass A Common Stock | 5,202 | $2.14 | $11,132.28 |
DisclosureSEC source: 0001476840-24-000025 · wk-form4_1710449916.xml · nonDerivative · entry 2 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,727 F2 · kind: Shares were sold solely to cover taxes for shares awarded under the SPMP. F3 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. F4 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.08 to $2.20, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 20:58 UTC |
Vidal DanielDirector
|
GrantClass A Common Stock | 14,942 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000025 · wk-form4_1710449916.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,929 F1 · shares: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 20:58 UTC |
Mills Jason FahrDirector
|
SaleClass A Common Stock | 5,934 | $2.14 | $12,698.76 |
DisclosureSEC source: 0001476840-24-000024 · wk-form4_1710449903.xml · nonDerivative · entry 2 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,822 F2 · kind: Shares were sold solely to cover taxes for shares awarded under the SPMP. F3 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. F4 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.08 to $2.20, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 20:58 UTC |
Mills Jason FahrDirector
|
GrantClass A Common Stock | 23,717 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000024 · wk-form4_1710449903.xml · nonDerivative · entry 1 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 194,756 F1 · shares: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 20:58 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
SaleClass A Common Stock | 16,584 | $2.14 | $35,489.76 |
DisclosureSEC source: 0001476840-24-000023 · wk-form4_1710449891.xml · nonDerivative · entry 2 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,080 F2 · kind: Shares were sold solely to cover taxes for shares awarded under the SPMP. F3 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. F4 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.08 to $2.20, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 20:58 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
GrantClass A Common Stock | 36,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000023 · wk-form4_1710449891.xml · nonDerivative · entry 1 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,664 F1 · shares: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 20:58 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
SaleClass A Common Stock | 4,498 | $2.14 | $9,625.72 |
DisclosureSEC source: 0001476840-24-000022 · wk-form4_1710449873.xml · nonDerivative · entry 2 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,786 F2 · kind: Shares were sold solely to cover taxes for shares awarded under the SPMP. F3 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. F4 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.08 to $2.20, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 20:58 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
GrantClass A Common Stock | 14,467 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000022 · wk-form4_1710449873.xml · nonDerivative · entry 1 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,284 F1 · shares: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 21:31 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 | 182,941 | $1.59 | $290,876.19 |
DisclosureSEC source: 0000929638-24-000760 · 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: 8,529,695 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.57 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 |
| January 30, 2024 Filed Feb 1, 2024 21:39 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 | 41,456 | $1.77 | $73,377.12 |
DisclosureSEC source: 0000929638-24-000346 · 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: 8,346,754 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.74 to $1.80, 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 |
| January 26, 2024 Filed Jan 30, 2024 22:44 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 | 196,076 | $1.76 | $345,093.76 |
DisclosureSEC source: 0000929638-24-000312 · 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: 8,305,298 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.73 to $1.80, 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 |
| January 05, 2024 Filed Jan 8, 2024 23:08 UTC |
Liu YingDirector
|
GrantClass A Common Stock | 2,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000006 · wk-form4_1704755305.xml · nonDerivative · entry 1 Liu Ying · CIK 0001891182 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,084 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 |
| January 05, 2024 Filed Jan 8, 2024 23:08 UTC |
Christen Timothy LDirector
|
GrantClass A Common Stock | 5,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000005 · wk-form4_1704755294.xml · nonDerivative · entry 1 Christen Timothy L · CIK 0001776003 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,040 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 |
| December 29, 2023 Filed Jan 4, 2024 01:13 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
Exercise / conversionStock Option · Derivative | 4,000 | $0.00 Strike: $0.97 | $0.00 |
DisclosureSEC source: 0001476840-24-000002 · wk-form4_1704330788.xml · derivative · entry 3 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 320,283 Underlying: Class A Common Stock · 4,000 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 March 16, 2023. F3 · 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 |
| December 29, 2023 Filed Jan 4, 2024 01:13 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
SaleClass A Common Stock | 4,000 | $2.50 | $10,000.00 |
DisclosureSEC source: 0001476840-24-000002 · wk-form4_1704330788.xml · nonDerivative · entry 2 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 106,817 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 March 16, 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 $2.46 to $2.57, 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 to this Form 4. Read SEC document |
| December 29, 2023 Filed Jan 4, 2024 01:13 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
Exercise / conversionClass A Common Stock | 4,000 | $0.97 | $3,880.00 |
DisclosureSEC source: 0001476840-24-000002 · wk-form4_1704330788.xml · nonDerivative · entry 1 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 109,817 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 March 16, 2023. Read SEC document |
| December 19, 2023 Filed Dec 22, 2023 14:04 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
SaleClass A Common Stock | 2,659 | $2.31 | $6,142.29 |
DisclosureSEC source: 0001476840-23-000221 · wk-form4_1703253842.xml · nonDerivative · entry 5 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,697 F6 · kind: Shares were sold solely to cover taxes upon the vesting of restricted stock units. F7 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of restricted stock units for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.28 to $2.34, 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 |
| December 19, 2023 Filed Dec 22, 2023 14:03 UTC |
Mills Jason FahrDirector
|
SaleClass A Common Stock | 1,938 | $2.31 | $4,476.78 |
DisclosureSEC source: 0001476840-23-000220 · wk-form4_1703253831.xml · nonDerivative · entry 5 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,039 F6 · kind: Shares were sold solely to cover taxes upon the vesting of restricted stock units. F7 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of restricted stock units for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.28 to $2.34, 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 |
| December 19, 2023 Filed Dec 22, 2023 14:03 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 10,978 | $2.31 | $25,359.18 |
DisclosureSEC source: 0001476840-23-000219 · wk-form4_1703253821.xml · nonDerivative · entry 5 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,925 F6 · kind: Shares were sold solely to cover taxes upon the vesting of restricted stock units. F7 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of restricted stock units for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.28 to $2.34, 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 |
| December 19, 2023 Filed Dec 22, 2023 14:03 UTC |
Vidal DanielDirector
|
SaleClass A Common Stock | 1,639 | $2.31 | $3,786.09 |
DisclosureSEC source: 0001476840-23-000218 · wk-form4_1703253809.xml · nonDerivative · entry 5 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,987 F6 · kind: Shares were sold solely to cover taxes upon the vesting of restricted stock units. F7 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of restricted stock units for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.28 to $2.34, 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 |
| December 19, 2023 Filed Dec 22, 2023 14:03 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
SaleClass A Common Stock | 2,423 | $2.31 | $5,597.13 |
DisclosureSEC source: 0001476840-23-000217 · wk-form4_1703253797.xml · nonDerivative · entry 5 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,817 F6 · kind: Shares were sold solely to cover taxes upon the vesting of restricted stock units. F7 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of restricted stock units for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.28 to $2.34, 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 |
| December 15, 2023 Filed Dec 19, 2023 01:31 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 71,970 | $2.49 | $179,205.30 |
DisclosureSEC source: 0001476840-23-000211 · wk-form4_1702949464.xml · nonDerivative · entry 2 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See note Disclosed balance after: 2,047,830 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.39 to $2.54, 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 to this Form 4. 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 |
| December 15, 2023 Filed Dec 22, 2023 14:04 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
Exercise / conversionLT50 Common Stock · Derivative | 3,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000221 · wk-form4_1703253842.xml · derivative · entry 8 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See note Disclosed balance after: 118,366 Underlying: Class A Common Stock · 3,168 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F10 · derivative.exercise_price: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F10 · derivative.exercise_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F10 · derivative.expiration_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F11 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust. Read SEC document |
| December 15, 2023 Filed Dec 22, 2023 14:04 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 3,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000221 · wk-form4_1703253842.xml · derivative · entry 7 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,874 Underlying: LT50 Common Stock · 3,168 shares Expires 2029-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F8 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th. Read SEC document |
| December 15, 2023 Filed Dec 22, 2023 14:04 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 3,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000221 · wk-form4_1703253842.xml · derivative · entry 6 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,874 Underlying: Class A Common Stock · 3,168 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. F5 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. F8 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th. Read SEC document |
| December 15, 2023 Filed Dec 22, 2023 14:04 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
Exercise / conversionClass A Common Stock | 3,168 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-23-000221 · wk-form4_1703253842.xml · nonDerivative · entry 4 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,356 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. F5 · price: Each restricted stock unit 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 |
| December 15, 2023 Filed Dec 22, 2023 14:04 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
SaleClass A Common Stock | 584 | $2.44 | $1,424.96 |
DisclosureSEC source: 0001476840-23-000221 · wk-form4_1703253842.xml · nonDerivative · entry 3 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,188 F3 · kind: Shares were sold solely to cover taxes for shares granted as matched shares under the SPMP. F4 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.39 to $2.47, 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 |
| December 15, 2023 Filed Dec 22, 2023 14:04 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
GrantClass A Common Stock | 1,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000221 · wk-form4_1703253842.xml · nonDerivative · entry 2 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,772 F2 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| December 15, 2023 Filed Dec 22, 2023 14:04 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
GrantClass A Common Stock | 1 | $2.51 | $2.51 |
DisclosureSEC source: 0001476840-23-000221 · wk-form4_1703253842.xml · nonDerivative · entry 1 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,377 F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| December 15, 2023 Filed Dec 22, 2023 14:03 UTC |
Mills Jason FahrDirector
|
Exercise / conversionLT50 Common Stock · Derivative | 3,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000220 · wk-form4_1703253831.xml · derivative · entry 8 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See note Disclosed balance after: 19,106 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. F9 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F10 · derivative.exercise_price: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F10 · derivative.exercise_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F10 · derivative.expiration_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F11 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust. Read SEC document |
| December 15, 2023 Filed Dec 22, 2023 14:03 UTC |
Mills Jason FahrDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 3,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000220 · wk-form4_1703253831.xml · derivative · entry 7 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,889 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. F9 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F8 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th. Read SEC document |
| December 15, 2023 Filed Dec 22, 2023 14:03 UTC |
Mills Jason FahrDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 3,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000220 · wk-form4_1703253831.xml · derivative · entry 6 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,889 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. F5 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. F8 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th. Read SEC document |
| December 15, 2023 Filed Dec 22, 2023 14:03 UTC |
Mills Jason FahrDirector
|
Exercise / conversionClass A Common Stock | 3,821 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-23-000220 · wk-form4_1703253831.xml · nonDerivative · entry 4 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,977 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. F5 · price: Each restricted stock unit 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 |
| December 15, 2023 Filed Dec 22, 2023 14:03 UTC |
Mills Jason FahrDirector
|
SaleClass A Common Stock | 829 | $2.44 | $2,022.76 |
DisclosureSEC source: 0001476840-23-000220 · wk-form4_1703253831.xml · nonDerivative · entry 3 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,156 F3 · kind: Shares were sold solely to cover taxes for shares granted as matched shares under the SPMP. F4 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.39 to $2.47, 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 |
| December 15, 2023 Filed Dec 22, 2023 14:03 UTC |
Mills Jason FahrDirector
|
GrantClass A Common Stock | 3,279 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000220 · wk-form4_1703253831.xml · nonDerivative · entry 2 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,985 F2 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| December 15, 2023 Filed Dec 22, 2023 14:03 UTC |
Mills Jason FahrDirector
|
GrantClass A Common Stock | 850 | $2.51 | $2,133.50 |
DisclosureSEC source: 0001476840-23-000220 · wk-form4_1703253831.xml · nonDerivative · entry 1 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,706 F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| December 15, 2023 Filed Dec 22, 2023 14:03 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
Exercise / conversionLT50 Common Stock · Derivative | 14,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000219 · wk-form4_1703253821.xml · derivative · entry 9 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See note Disclosed balance after: 130,168 Underlying: Class A Common Stock · 14,463 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F10 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F11 · 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. F11 · 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. F11 · 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. F12 · 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 |
| December 15, 2023 Filed Dec 22, 2023 14:03 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 14,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000219 · wk-form4_1703253821.xml · derivative · entry 8 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 332,652 Underlying: LT50 Common Stock · 14,463 shares Expires 2029-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F10 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F9 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th. Read SEC document |
| December 15, 2023 Filed Dec 22, 2023 14:03 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 14,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000219 · wk-form4_1703253821.xml · derivative · entry 7 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 332,652 Underlying: Class A Common Stock · 14,463 shares Expires 2029-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each restricted stock unit 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. F9 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th. Read SEC document |
| December 15, 2023 Filed Dec 22, 2023 14:03 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
Exercise / conversionClass A Common Stock | 14,463 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-23-000219 · wk-form4_1703253821.xml · nonDerivative · entry 4 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,903 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. F5 · price: Each restricted stock unit 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 |
| December 15, 2023 Filed Dec 22, 2023 14:03 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 1,637 | $2.44 | $3,994.28 |
DisclosureSEC source: 0001476840-23-000219 · wk-form4_1703253821.xml · nonDerivative · entry 3 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,440 F3 · kind: Shares were sold solely to cover taxes for shares granted as matched shares under the SPMP. F4 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.39 to $2.47, 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 |
| December 15, 2023 Filed Dec 22, 2023 14:03 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
GrantClass A Common Stock | 4,328 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000219 · wk-form4_1703253821.xml · nonDerivative · entry 2 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,077 F2 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| December 15, 2023 Filed Dec 22, 2023 14:03 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
GrantClass A Common Stock | 6 | $2.51 | $15.06 |
DisclosureSEC source: 0001476840-23-000219 · wk-form4_1703253821.xml · nonDerivative · entry 1 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,749 F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| December 15, 2023 Filed Dec 22, 2023 14:03 UTC |
Vidal DanielDirector
|
Exercise / conversionLT50 Common Stock · Derivative | 2,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000218 · wk-form4_1703253809.xml · derivative · entry 8 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See note Disclosed balance after: 138,068 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. F9 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F10 · derivative.exercise_price: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F10 · derivative.exercise_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F10 · derivative.expiration_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F11 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust. Read SEC document |
| December 15, 2023 Filed Dec 22, 2023 14:03 UTC |
Vidal DanielDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 2,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000218 · wk-form4_1703253809.xml · derivative · entry 7 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,982 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. F9 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F8 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th. Read SEC document |
| December 15, 2023 Filed Dec 22, 2023 14:03 UTC |
Vidal DanielDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 2,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000218 · wk-form4_1703253809.xml · derivative · entry 6 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,982 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. F5 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. F8 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th. Read SEC document |
| December 15, 2023 Filed Dec 22, 2023 14:03 UTC |
Vidal DanielDirector
|
Exercise / conversionClass A Common Stock | 2,825 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-23-000218 · wk-form4_1703253809.xml · nonDerivative · entry 4 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,626 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. F5 · price: Each restricted stock unit 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 |
| December 15, 2023 Filed Dec 22, 2023 14:03 UTC |
Vidal DanielDirector
|
SaleClass A Common Stock | 770 | $2.44 | $1,878.80 |
DisclosureSEC source: 0001476840-23-000218 · wk-form4_1703253809.xml · nonDerivative · entry 3 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,801 F3 · kind: Shares were sold solely to cover taxes for shares granted as matched shares under the SPMP. F4 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.39 to $2.47, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.