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 |
|---|---|---|---|---|---|---|
| September 15, 2023 Filed Oct 11, 2023 00:57 UTC |
Vidal DanielDirector
|
Tax withholdingClass A Common Stock | 1,575 | $3.46 | $5,449.50 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Mills Jason FahrDirector
|
Exercise / conversionLT50 Common Stock · Derivative | 3,821 | $0.00 | $0.00 |
DisclosureSEC 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 |
Mills Jason FahrDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 3,821 | $0.00 | $0.00 |
DisclosureSEC 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 |
Mills Jason FahrDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 3,821 | $0.00 | $0.00 |
DisclosureSEC 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 |
Mills Jason FahrDirector
|
Tax withholdingClass A Common Stock | 1,861 | $3.46 | $6,439.06 |
DisclosureSEC 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 |
Mills Jason FahrDirector
|
Exercise / conversionClass A Common Stock | 3,821 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Mills Jason FahrDirector
|
Tax withholdingClass A Common Stock | 625 | $3.81 | $2,381.25 |
DisclosureSEC 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 |
Mills Jason FahrDirector
|
GrantClass A Common Stock | 2,566 | $0.00 | $0.00 |
DisclosureSEC 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 |
Mills Jason FahrDirector
|
GrantClass A Common Stock | 11,250 | $3.84 | $43,200.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Mills Jason FahrDirector
|
Tax withholdingClass A Common Stock | 3,695 | $4.11 | $15,186.45 |
DisclosureSEC 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 |
Mills Jason FahrDirector
|
GrantClass A Common Stock | 15,172 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.