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 |
|---|---|---|---|---|---|---|
| December 15, 2023 Filed Dec 22, 2023 14:03 UTC |
Vidal DanielDirector
|
GrantClass A Common Stock | 2,663 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000218 · wk-form4_1703253809.xml · nonDerivative · entry 2 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,571 F2 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| December 15, 2023 Filed Dec 22, 2023 14:03 UTC |
Vidal DanielDirector
|
GrantClass A Common Stock | 14,833 | $2.51 | $37,230.83 |
DisclosureSEC source: 0001476840-23-000218 · wk-form4_1703253809.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,908 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 |
Schaffer RyanDirector · Chief Financial Officer
|
Exercise / conversionLT50 Common Stock · Derivative | 3,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000217 · wk-form4_1703253797.xml · derivative · entry 8 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See note Disclosed balance after: 35,303 Underlying: Class A Common Stock · 3,923 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 |
Schaffer RyanDirector · Chief Financial Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 3,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000217 · wk-form4_1703253797.xml · derivative · entry 7 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,217 Underlying: LT50 Common Stock · 3,923 shares Expires 2029-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 |
Schaffer RyanDirector · Chief Financial Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 3,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000217 · wk-form4_1703253797.xml · derivative · entry 6 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,217 Underlying: Class A Common Stock · 3,923 shares Expires 2029-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 |
Schaffer RyanDirector · Chief Financial Officer
|
Exercise / conversionClass A Common Stock | 3,923 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-23-000217 · wk-form4_1703253797.xml · nonDerivative · entry 4 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,240 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 |
Schaffer RyanDirector · Chief Financial Officer
|
SaleClass A Common Stock | 292 | $2.44 | $712.48 |
DisclosureSEC source: 0001476840-23-000217 · wk-form4_1703253797.xml · nonDerivative · entry 3 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,317 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 |
Schaffer RyanDirector · Chief Financial Officer
|
GrantClass A Common Stock | 948 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000217 · wk-form4_1703253797.xml · nonDerivative · entry 2 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,609 F2 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| December 15, 2023 Filed Dec 22, 2023 14:03 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
GrantClass A Common Stock | 2,609 | $2.51 | $6,548.59 |
DisclosureSEC source: 0001476840-23-000217 · wk-form4_1703253797.xml · nonDerivative · entry 1 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,661 F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| December 14, 2023 Filed Dec 19, 2023 01:31 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 84,000 | $2.44 | $204,960.00 |
DisclosureSEC source: 0001476840-23-000211 · wk-form4_1702949464.xml · nonDerivative · entry 1 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See note Disclosed balance after: 2,119,800 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.41 to $2.47, 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 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 13, 2023 Filed Dec 13, 2023 22:55 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 30,000 | $2.33 | $69,900.00 |
DisclosureSEC source: 0001476840-23-000209 · wk-form4_1702508104.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: 2,203,800 F5 · kind: This transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 10, 2022. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.26 to $2.40, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote 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 13, 2023 Filed Dec 13, 2023 22:55 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 80,000 | $2.31 | $184,800.00 |
DisclosureSEC source: 0001476840-23-000209 · wk-form4_1702508104.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: 2,233,800 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.27 to $2.37, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote 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 12, 2023 Filed Dec 13, 2023 22:55 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 85,000 | $2.27 | $192,950.00 |
DisclosureSEC source: 0001476840-23-000209 · wk-form4_1702508104.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: 2,313,800 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.25 to $2.30, 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 11, 2023 Filed Dec 13, 2023 22:55 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 83,000 | $2.34 | $194,220.00 |
DisclosureSEC source: 0001476840-23-000209 · wk-form4_1702508104.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: 2,398,800 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.29 to $2.42, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote 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 08, 2023 Filed Dec 9, 2023 00:47 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 84,000 | $2.44 | $204,960.00 |
DisclosureSEC source: 0001476840-23-000207 · wk-form4_1702082845.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: 2,481,800 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.41 to $2.47, 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 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 07, 2023 Filed Dec 9, 2023 00:47 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 58,221 | $2.49 | $144,970.29 |
DisclosureSEC source: 0001476840-23-000207 · wk-form4_1702082845.xml · nonDerivative · entry 1 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See note Disclosed balance after: 2,565,800 F1 · 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 $2.52, 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 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 06, 2023 Filed Dec 9, 2023 00:47 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
SaleClass A Common Stock | 26,580 | $2.56 | $68,044.80 |
DisclosureSEC source: 0001476840-23-000206 · wk-form4_1702082834.xml · nonDerivative · entry 1 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,376 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.55 to $2.60, 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 this footnote to this Form 4. Read SEC document |
| November 30, 2023 Filed Dec 2, 2023 00:54 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 7,391 | $2.41 | $17,812.31 |
DisclosureSEC source: 0001476840-23-000203 · wk-form4_1701478473.xml · nonDerivative · entry 4 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,743 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 $2.39 to $2.44, 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 |
| November 30, 2023 Filed Dec 2, 2023 00:54 UTC |
Mills Jason FahrDirector
|
SaleClass A Common Stock | 8,714 | $2.41 | $21,000.74 |
DisclosureSEC source: 0001476840-23-000202 · wk-form4_1701478461.xml · nonDerivative · entry 4 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,856 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 $2.39 to $2.44, 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 |
| November 30, 2023 Filed Dec 2, 2023 00:54 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
SaleClass A Common Stock | 19,503 | $2.41 | $47,002.23 |
DisclosureSEC source: 0001476840-23-000201 · wk-form4_1701478439.xml · nonDerivative · entry 4 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,956 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 $2.39 to $2.44, 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 |
| November 30, 2023 Filed Dec 2, 2023 00:53 UTC |
Vidal DanielDirector
|
SaleClass A Common Stock | 6,217 | $2.41 | $14,982.97 |
DisclosureSEC source: 0001476840-23-000200 · wk-form4_1701478426.xml · nonDerivative · entry 4 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,075 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 $2.39 to $2.44, 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 |
| November 30, 2023 Filed Dec 2, 2023 00:53 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
Exercise / conversionStock Option · Derivative | 4,000 | $0.00 Strike: $0.97 | $0.00 |
DisclosureSEC source: 0001476840-23-000199 · wk-form4_1701478413.xml · derivative · entry 7 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 324,283 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. F5 · kind: These 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. F7 · 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 |
| November 30, 2023 Filed Dec 2, 2023 00:53 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
SaleClass A Common Stock | 4,000 | $2.37 | $9,480.00 |
DisclosureSEC source: 0001476840-23-000199 · wk-form4_1701478413.xml · nonDerivative · entry 6 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 101,052 F5 · kind: These 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. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.33 to $2.42, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (6) to this Form 4. Read SEC document |
| November 30, 2023 Filed Dec 2, 2023 00:53 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
Exercise / conversionClass A Common Stock | 4,000 | $0.97 | $3,880.00 |
DisclosureSEC source: 0001476840-23-000199 · wk-form4_1701478413.xml · nonDerivative · entry 5 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 105,052 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 · kind: These 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 |
| November 30, 2023 Filed Dec 2, 2023 00:53 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
SaleClass A Common Stock | 5,212 | $2.41 | $12,560.92 |
DisclosureSEC source: 0001476840-23-000199 · wk-form4_1701478413.xml · nonDerivative · entry 4 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 101,052 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 $2.39 to $2.44, 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 |
| November 29, 2023 Filed Dec 2, 2023 00:54 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
GrantClass A Common Stock | 19,306 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000203 · wk-form4_1701478473.xml · nonDerivative · entry 3 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,134 F1 · shares: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| November 29, 2023 Filed Dec 2, 2023 00:54 UTC |
Mills Jason FahrDirector
|
GrantClass A Common Stock | 34,076 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000202 · wk-form4_1701478461.xml · nonDerivative · entry 3 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,570 F1 · shares: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| November 29, 2023 Filed Dec 2, 2023 00:54 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
GrantClass A Common Stock | 46,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000201 · wk-form4_1701478439.xml · nonDerivative · entry 3 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,459 F1 · shares: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| November 29, 2023 Filed Dec 2, 2023 00:53 UTC |
Vidal DanielDirector
|
GrantClass A Common Stock | 21,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000200 · wk-form4_1701478426.xml · nonDerivative · entry 3 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,292 F1 · shares: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| November 29, 2023 Filed Dec 2, 2023 00:53 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
GrantClass A Common Stock | 16,737 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000199 · wk-form4_1701478413.xml · nonDerivative · entry 3 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 106,264 F1 · shares: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| November 13, 2023 Filed Nov 16, 2023 22:59 UTC |
Christen Timothy LDirector
|
PurchaseClass A Common Stock | 47,050 | $2.13 | $100,216.50 |
DisclosureSEC source: 0001476840-23-000193 · wk-form4_1700175537.xml · nonDerivative · entry 1 Christen Timothy L · CIK 0001776003 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,834 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $2.11 to $2.15, 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 purchased at each separate price within the ranges set forth in footnote (2) to this Form 4. Read SEC document |
| November 08, 2023 Filed Nov 10, 2023 02:36 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 30,000 | $1.80 | $54,000.00 |
DisclosureSEC source: 0001476840-23-000191 · wk-form4_1699583803.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: 2,624,021 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 June 10, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.53 to $1.98, 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 footnote (2) to this Form 4. 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 |
| November 08, 2023 Filed Nov 13, 2023 21:01 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 | 1,014,197 | $1.82 | $1,845,838.54 |
DisclosureSEC source: 0000929638-23-003077 · 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: 8,109,222 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 $1.99, 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 |
| October 31, 2023 Filed Nov 10, 2023 02:36 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
Exercise / conversionStock Option · Derivative | 4,000 | $0.00 Strike: $0.97 | $0.00 |
DisclosureSEC source: 0001476840-23-000190 · wk-form4_1699583789.xml · derivative · entry 3 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 328,283 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 |
| October 31, 2023 Filed Nov 10, 2023 02:36 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
SaleClass A Common Stock | 4,000 | $2.67 | $10,680.00 |
DisclosureSEC source: 0001476840-23-000190 · wk-form4_1699583789.xml · nonDerivative · entry 2 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 84,285 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 $2.60 to $2.68, 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 footnote (2) to this Form 4. Read SEC document |
| October 31, 2023 Filed Nov 10, 2023 02:36 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
Exercise / conversionClass A Common Stock | 4,000 | $0.97 | $3,880.00 |
DisclosureSEC source: 0001476840-23-000190 · wk-form4_1699583789.xml · nonDerivative · entry 1 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 88,285 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 |
| October 27, 2023 Filed Oct 31, 2023 20:09 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 | 168,894 | $2.48 | $418,857.12 |
DisclosureSEC source: 0000929638-23-002933 · 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: 7,095,025 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $2.46 to $2.50, 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 |
| October 11, 2023 Filed Oct 13, 2023 20:47 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 30,000 | $3.19 | $95,700.00 |
DisclosureSEC source: 0001476840-23-000182 · wk-form4_1697230014.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: 2,654,021 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 June 10, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.11 to $3.41, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. 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 |
| October 05, 2023 Filed Oct 11, 2023 01:07 UTC |
Liu YingDirector
|
GrantClass A Common Stock | 1,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000180 · wk-form4_1696986433.xml · nonDerivative · entry 1 Liu Ying · CIK 0001891182 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,002 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 |
| October 05, 2023 Filed Oct 11, 2023 01:07 UTC |
Pao EllenDirector
|
GrantClass A Common Stock | 2,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000179 · wk-form4_1696986422.xml · nonDerivative · entry 1 Pao Ellen · CIK 0001892081 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,090 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 |
| October 05, 2023 Filed Oct 11, 2023 01:04 UTC |
Christen Timothy LDirector
|
GrantClass A Common Stock | 3,304 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000176 · wk-form4_1696986256.xml · nonDerivative · entry 1 Christen Timothy L · CIK 0001776003 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,784 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 |
| October 05, 2023 Filed Oct 11, 2023 00:45 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
ConversionLT50 Common Stock · Derivative | 673 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000166 · wk-form4_1696985126.xml · derivative · entry 10 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See note Disclosed balance after: 3,583,249 Underlying: Class A Common Stock · 673 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. F8 · derivative.exercise_price: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F8 · derivative.exercise_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F8 · derivative.expiration_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F5 · 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. F9 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust. Read SEC document |
| October 05, 2023 Filed Oct 11, 2023 00:45 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
ConversionClass A Common Stock | 673 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-23-000166 · wk-form4_1696985126.xml · nonDerivative · entry 6 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See note Disclosed balance after: 2,684,021 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. F4 · price: LT50 Common Stock converted into Class A Common Stock on a one-for-one basis. F5 · 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 |
| September 29, 2023 Filed Oct 11, 2023 00:54 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
Exercise / conversionStock Option · Derivative | 4,000 | $0.00 Strike: $0.97 | $0.00 |
DisclosureSEC source: 0001476840-23-000172 · wk-form4_1696985632.xml · derivative · entry 11 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 332,283 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. F4 · kind: These transactions on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 16, 2023. No other transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F10 · 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 |
| September 29, 2023 Filed Oct 11, 2023 00:54 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
SaleClass A Common Stock | 4,000 | $3.28 | $13,120.00 |
DisclosureSEC source: 0001476840-23-000172 · wk-form4_1696985632.xml · nonDerivative · entry 7 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 84,285 F4 · kind: These transactions on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 16, 2023. No other transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.24 to $3.37, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (5) to this Form 4. Read SEC document |
| September 29, 2023 Filed Oct 11, 2023 00:54 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
Exercise / conversionClass A Common Stock | 4,000 | $0.97 | $3,880.00 |
DisclosureSEC source: 0001476840-23-000172 · wk-form4_1696985632.xml · nonDerivative · entry 6 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 88,285 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. F4 · kind: These transactions on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 16, 2023. No other transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| September 15, 2023 Filed Oct 5, 2023 22:37 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
SaleClass A Common Stock | 13,000 | $3.63 | $47,190.00 |
DisclosureSEC source: 0001476840-23-000164 · wf-form4_169654544788453.xml · nonDerivative · entry 1 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,060 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.63 to $3.65, 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 footnote (2) to this Form 4. Read SEC document |
| September 15, 2023 Filed Oct 11, 2023 00:57 UTC |
Vidal DanielDirector
|
Exercise / conversionLT50 Common Stock · Derivative | 2,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000174 · wk-form4_1696985825.xml · derivative · entry 8 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See note Disclosed balance after: 135,243 Underlying: Class A Common Stock · 2,826 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · 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. F6 · 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. F6 · 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. F6 · 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. F7 · 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 |
| September 15, 2023 Filed Oct 11, 2023 00:57 UTC |
Vidal DanielDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 2,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000174 · wk-form4_1696985825.xml · derivative · entry 7 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,807 Underlying: LT50 Common Stock · 2,826 shares Expires 2029-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · 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. F4 · 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 |
| September 15, 2023 Filed Oct 11, 2023 00:57 UTC |
Vidal DanielDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 2,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000174 · wk-form4_1696985825.xml · derivative · entry 6 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,807 Underlying: Class A Common Stock · 2,826 shares Expires 2029-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit 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. F4 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.