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Nasdaq · USD

EXFY

Expensify, Inc.

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6208
SEC CIK
0001476840
Parsed reports
375

Last 12 months

Inside the activity.

6 purchase rows · 34 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202512
Dec 2025012
Jan 202601
Feb 202601
Mar 2026512
Apr 202602
May 202602
Jun 202602
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 15, 2023 Filed Oct 11, 2023 00:57 UTC
Vidal DanielDirector
Tax withholdingClass A Common Stock 1,575 $3.46 $5,449.50
Disclosure

SEC source: 0001476840-23-000174 · wk-form4_1696985825.xml · nonDerivative · entry 5

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,212

Read SEC document
September 15, 2023 Filed Oct 11, 2023 00:57 UTC
Vidal DanielDirector
Exercise / conversionClass A Common Stock 2,826 Not disclosed Not disclosed
Disclosure

SEC source: 0001476840-23-000174 · wk-form4_1696985825.xml · nonDerivative · entry 4

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,787

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · price: Each restricted stock unit 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
September 15, 2023 Filed Oct 11, 2023 00:57 UTC
Vidal DanielDirector
Tax withholdingClass A Common Stock 425 $3.81 $1,619.25
Disclosure

SEC source: 0001476840-23-000174 · wk-form4_1696985825.xml · nonDerivative · entry 3

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,961

Read SEC document
September 15, 2023 Filed Oct 11, 2023 00:57 UTC
Vidal DanielDirector
GrantClass A Common Stock 1,525 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000174 · wk-form4_1696985825.xml · nonDerivative · entry 2

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,386

F2 · shares: Shares granted as matched shares pursuant to the SPMP.

Read SEC document
September 15, 2023 Filed Oct 11, 2023 00:57 UTC
Vidal DanielDirector
GrantClass A Common Stock 8,629 $3.84 $33,135.36
Disclosure

SEC source: 0001476840-23-000174 · wk-form4_1696985825.xml · nonDerivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,861

F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

Read SEC document
September 15, 2023 Filed Oct 11, 2023 00:54 UTC
Schaffer RyanDirector · Chief Financial Officer
Exercise / conversionLT50 Common Stock · Derivative 3,922 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000172 · wk-form4_1696985632.xml · derivative · entry 10

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Indirect · See note

Disclosed balance after: 31,380

Underlying: Class A Common Stock · 3,922 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_price: Each 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_price: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F8 · derivative.exercise_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F8 · derivative.expiration_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F9 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust.

Read SEC document
September 15, 2023 Filed Oct 11, 2023 00:54 UTC
Schaffer RyanDirector · Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 3,922 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000172 · wk-form4_1696985632.xml · derivative · entry 9

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 94,140

Underlying: LT50 Common Stock · 3,922 shares

Expires 2029-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_price: Each 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_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 00:54 UTC
Schaffer RyanDirector · Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 3,922 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000172 · wk-form4_1696985632.xml · derivative · entry 8

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 94,140

Underlying: Class A Common Stock · 3,922 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.

F6 · 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 00:54 UTC
Schaffer RyanDirector · Chief Financial Officer
Tax withholdingClass A Common Stock 2,326 $3.46 $8,047.96
Disclosure

SEC source: 0001476840-23-000172 · wk-form4_1696985632.xml · nonDerivative · entry 5

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 84,285

Read SEC document
September 15, 2023 Filed Oct 11, 2023 00:54 UTC
Schaffer RyanDirector · Chief Financial Officer
Exercise / conversionClass A Common Stock 3,922 Not disclosed Not disclosed
Disclosure

SEC source: 0001476840-23-000172 · wk-form4_1696985632.xml · nonDerivative · entry 4

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 86,611

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · price: Each restricted stock unit 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
September 15, 2023 Filed Oct 11, 2023 00:54 UTC
Schaffer RyanDirector · Chief Financial Officer
Tax withholdingClass A Common Stock 159 $3.81 $605.79
Disclosure

SEC source: 0001476840-23-000172 · wk-form4_1696985632.xml · nonDerivative · entry 3

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 82,689

Read SEC document
September 15, 2023 Filed Oct 11, 2023 00:54 UTC
Schaffer RyanDirector · Chief Financial Officer
GrantClass A Common Stock 536 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000172 · wk-form4_1696985632.xml · nonDerivative · entry 2

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 82,848

F2 · shares: Shares granted as matched shares pursuant to the SPMP.

Read SEC document
September 15, 2023 Filed Oct 11, 2023 00:54 UTC
Schaffer RyanDirector · Chief Financial Officer
GrantClass A Common Stock 1,262 $3.84 $4,846.08
Disclosure

SEC source: 0001476840-23-000172 · wk-form4_1696985632.xml · nonDerivative · entry 1

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 82,312

F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

Read SEC document
September 15, 2023 Filed Oct 11, 2023 00:52 UTC Exercise / conversionLT50 Common Stock · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000170 · wk-form4_1696985527.xml · derivative · entry 8

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 15,285

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.

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 00:52 UTC Exercise / conversionRestricted Stock Units · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000170 · wk-form4_1696985527.xml · derivative · entry 7

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,710

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.

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 00:52 UTC Exercise / conversionRestricted Stock Units · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000170 · wk-form4_1696985527.xml · derivative · entry 6

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,710

Underlying: Class A Common Stock · 3,821 shares

Expires 2029-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit 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
September 15, 2023 Filed Oct 11, 2023 00:52 UTC Tax withholdingClass A Common Stock 1,861 $3.46 $6,439.06
Disclosure

SEC source: 0001476840-23-000170 · wk-form4_1696985527.xml · nonDerivative · entry 5

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 129,017

Read SEC document
September 15, 2023 Filed Oct 11, 2023 00:52 UTC Exercise / conversionClass A Common Stock 3,821 Not disclosed Not disclosed
Disclosure

SEC source: 0001476840-23-000170 · wk-form4_1696985527.xml · nonDerivative · entry 4

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 130,878

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · price: Each restricted stock unit 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
September 15, 2023 Filed Oct 11, 2023 00:52 UTC Tax withholdingClass A Common Stock 625 $3.81 $2,381.25
Disclosure

SEC source: 0001476840-23-000170 · wk-form4_1696985527.xml · nonDerivative · entry 3

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 127,057

Read SEC document
September 15, 2023 Filed Oct 11, 2023 00:52 UTC GrantClass A Common Stock 2,566 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000170 · wk-form4_1696985527.xml · nonDerivative · entry 2

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 127,682

F2 · shares: Shares granted as matched shares pursuant to the SPMP.

Read SEC document
September 15, 2023 Filed Oct 11, 2023 00:52 UTC GrantClass A Common Stock 11,250 $3.84 $43,200.00
Disclosure

SEC source: 0001476840-23-000170 · wk-form4_1696985527.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 125,116

F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

Read SEC document
September 15, 2023 Filed Oct 11, 2023 00:49 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
Exercise / conversionLT50 Common Stock · Derivative 3,169 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000168 · wk-form4_1696985345.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: 115,198

Underlying: Class A Common Stock · 3,169 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 00:49 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
Exercise / conversionRestricted Stock Units · Derivative 3,169 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000168 · wk-form4_1696985345.xml · derivative · entry 7

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,042

Underlying: LT50 Common Stock · 3,169 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 00:49 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
Exercise / conversionRestricted Stock Units · Derivative 3,169 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000168 · wk-form4_1696985345.xml · derivative · entry 6

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,042

Underlying: Class A Common Stock · 3,169 shares

Expires 2029-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock.

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 00:49 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
Tax withholdingClass A Common Stock 2,555 $3.46 $8,840.30
Disclosure

SEC source: 0001476840-23-000168 · wk-form4_1696985345.xml · nonDerivative · entry 5

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,128

Read SEC document
September 15, 2023 Filed Oct 11, 2023 00:49 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
Exercise / conversionClass A Common Stock 3,169 Not disclosed Not disclosed
Disclosure

SEC source: 0001476840-23-000168 · wk-form4_1696985345.xml · nonDerivative · entry 4

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,683

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock.

Read SEC document
September 15, 2023 Filed Oct 11, 2023 00:49 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
Tax withholdingClass A Common Stock 307 $3.81 $1,169.67
Disclosure

SEC source: 0001476840-23-000168 · wk-form4_1696985345.xml · nonDerivative · entry 3

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,514

Read SEC document
September 15, 2023 Filed Oct 11, 2023 00:49 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
GrantClass A Common Stock 760 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000168 · wk-form4_1696985345.xml · nonDerivative · entry 2

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,821

F2 · shares: Shares granted as matched shares pursuant to the SPMP.

Read SEC document
September 15, 2023 Filed Oct 11, 2023 00:49 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
GrantClass A Common Stock 1 $3.84 $3.84
Disclosure

SEC source: 0001476840-23-000168 · wk-form4_1696985345.xml · nonDerivative · entry 1

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,061

F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

Read SEC document
September 15, 2023 Filed Oct 11, 2023 00:45 UTC
Barrett David MichaelDirector · Chief Executive Officer
Exercise / conversionLT50 Common Stock · Derivative 14,463 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000166 · wk-form4_1696985126.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: 115,705

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.

F7 · 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_price: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F8 · derivative.exercise_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F8 · derivative.expiration_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F9 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust.

Read SEC document
September 15, 2023 Filed Oct 11, 2023 00:45 UTC
Barrett David MichaelDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Units · Derivative 14,463 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000166 · wk-form4_1696985126.xml · derivative · entry 8

Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 347,115

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.

F7 · 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_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 00:45 UTC
Barrett David MichaelDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Units · Derivative 14,463 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000166 · wk-form4_1696985126.xml · derivative · entry 7

Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 347,115

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.

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.

F6 · 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 00:45 UTC
Barrett David MichaelDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 10,545 $3.46 $36,485.70
Disclosure

SEC source: 0001476840-23-000166 · wk-form4_1696985126.xml · nonDerivative · entry 5

Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,366

Read SEC document
September 15, 2023 Filed Oct 11, 2023 00:45 UTC
Barrett David MichaelDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 14,463 Not disclosed Not disclosed
Disclosure

SEC source: 0001476840-23-000166 · wk-form4_1696985126.xml · nonDerivative · entry 4

Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,911

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · price: Each restricted stock unit 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
September 15, 2023 Filed Oct 11, 2023 00:45 UTC
Barrett David MichaelDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 143 $3.81 $544.83
Disclosure

SEC source: 0001476840-23-000166 · wk-form4_1696985126.xml · nonDerivative · entry 3

Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 88,448

Read SEC document
September 15, 2023 Filed Oct 11, 2023 00:45 UTC
Barrett David MichaelDirector · Chief Executive Officer
GrantClass A Common Stock 3,930 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000166 · wk-form4_1696985126.xml · nonDerivative · entry 2

Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 88,591

F2 · shares: Shares granted as matched shares pursuant to the SPMP.

Read SEC document
September 15, 2023 Filed Oct 11, 2023 00:45 UTC
Barrett David MichaelDirector · Chief Executive Officer
GrantClass A Common Stock 2 $3.84 $7.68
Disclosure

SEC source: 0001476840-23-000166 · wk-form4_1696985126.xml · nonDerivative · entry 1

Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,661

F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

Read SEC document
September 15, 2023 Filed Dec 2, 2023 00:54 UTC
Barrett David MichaelDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 3,134 $4.11 $12,880.74
Disclosure

SEC source: 0001476840-23-000203 · wk-form4_1701478473.xml · nonDerivative · entry 2

Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,828

Read SEC document
September 15, 2023 Filed Dec 2, 2023 00:54 UTC
Barrett David MichaelDirector · Chief Executive Officer
GrantClass A Common Stock 8,596 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000203 · wk-form4_1701478473.xml · nonDerivative · entry 1

Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,962

F1 · shares: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

Read SEC document
September 15, 2023 Filed Dec 2, 2023 00:54 UTC Tax withholdingClass A Common Stock 3,695 $4.11 $15,186.45
Disclosure

SEC source: 0001476840-23-000202 · wk-form4_1701478461.xml · nonDerivative · entry 2

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 140,494

Read SEC document
September 15, 2023 Filed Dec 2, 2023 00:54 UTC GrantClass A Common Stock 15,172 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000202 · wk-form4_1701478461.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 144,189

F1 · shares: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

Read SEC document
September 15, 2023 Filed Dec 2, 2023 00:54 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
Tax withholdingClass A Common Stock 8,270 $4.11 $33,989.70
Disclosure

SEC source: 0001476840-23-000201 · wk-form4_1701478439.xml · nonDerivative · entry 2

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,376

Read SEC document
September 15, 2023 Filed Dec 2, 2023 00:54 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
GrantClass A Common Stock 20,518 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000201 · wk-form4_1701478439.xml · nonDerivative · entry 1

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,646

F1 · shares: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

Read SEC document
September 15, 2023 Filed Dec 2, 2023 00:53 UTC
Vidal DanielDirector
Tax withholdingClass A Common Stock 2,636 $4.11 $10,833.96
Disclosure

SEC source: 0001476840-23-000200 · wk-form4_1701478426.xml · nonDerivative · entry 2

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 107,039

Read SEC document
September 15, 2023 Filed Dec 2, 2023 00:53 UTC
Vidal DanielDirector
GrantClass A Common Stock 9,463 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000200 · wk-form4_1701478426.xml · nonDerivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 109,675

F1 · shares: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

Read SEC document
September 15, 2023 Filed Dec 2, 2023 00:53 UTC
Schaffer RyanDirector · Chief Financial Officer
Tax withholdingClass A Common Stock 2,210 $4.11 $9,083.10
Disclosure

SEC source: 0001476840-23-000199 · wk-form4_1701478413.xml · nonDerivative · entry 2

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 89,527

Read SEC document
September 15, 2023 Filed Dec 2, 2023 00:53 UTC
Schaffer RyanDirector · Chief Financial Officer
GrantClass A Common Stock 7,452 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000199 · wk-form4_1701478413.xml · nonDerivative · entry 1

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 91,737

F1 · shares: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

Read SEC document
September 13, 2023 Filed Sep 16, 2023 01:37 UTC
Barrett David MichaelDirector · Chief Executive Officer
SaleClass A Common Stock 30,000 $3.86 $115,800.00
Disclosure

SEC source: 0001476840-23-000162 · wf-form4_169482823841254.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: 2,683,348

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 $3.81 to $4.01, 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
September 12, 2023 Filed Sep 13, 2023 00:08 UTC
Barrett David MichaelDirector · Chief Executive Officer
SaleClass A Common Stock 20,000 $4.09 $81,800.00
Disclosure

SEC source: 0001476840-23-000160 · wf-form4_169456370199275.xml · nonDerivative · entry 3

Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 2,713,348

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.05 to $4.12, 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 (4) 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
September 11, 2023 Filed Sep 13, 2023 00:08 UTC
Barrett David MichaelDirector · Chief Executive Officer
SaleClass A Common Stock 66,667 $3.88 $258,667.96
Disclosure

SEC source: 0001476840-23-000160 · wf-form4_169456370199275.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: 2,733,348

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.85 to $3.93, 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 (3) 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

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