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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
March 13, 2026 Filed Jun 11, 2026 22:58 UTC GrantClass A Common Stock 59,500 $0.82 $48,790.00
Disclosure

SEC source: 0002104456-26-000017 · wk-form4_1781218731.xml · nonDerivative · entry 1

Alvarez Divo Carlos Eduardo · CIK 0002104456 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 304,280

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

Read SEC document
March 13, 2026 Filed Jun 11, 2026 22:58 UTC
Vidal DanielDirector
GrantClass A Common Stock 20,925 $0.00 $0.00
Disclosure

SEC source: 0001891862-26-000007 · wk-form4_1781218726.xml · nonDerivative · entry 2

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 459,387

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

Read SEC document
March 13, 2026 Filed Jun 11, 2026 22:58 UTC
Vidal DanielDirector
GrantClass A Common Stock 72,413 $0.82 $59,378.66
Disclosure

SEC source: 0001891862-26-000007 · wk-form4_1781218726.xml · nonDerivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 438,462

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

Read SEC document
March 13, 2026 Filed Jun 11, 2026 22:58 UTC
Schaffer RyanDirector · Chief Financial Officer
GrantClass A Common Stock 8,705 $0.00 $0.00
Disclosure

SEC source: 0001891061-26-000009 · wk-form4_1781218720.xml · nonDerivative · entry 2

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 240,782

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

Read SEC document
March 13, 2026 Filed Jun 11, 2026 22:58 UTC
Schaffer RyanDirector · Chief Financial Officer
GrantClass A Common Stock 28,141 $0.82 $23,075.62
Disclosure

SEC source: 0001891061-26-000009 · wk-form4_1781218720.xml · nonDerivative · entry 1

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 232,077

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

Read SEC document
March 13, 2026 Filed Jun 11, 2026 22:58 UTC
Barrett David MichaelDirector · Chief Executive Officer
GrantClass A Common Stock 6,920 $0.00 $0.00
Disclosure

SEC source: 0001892682-26-000019 · wk-form4_1781218712.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 219,487

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

Read SEC document
March 13, 2026 Filed Jun 11, 2026 22:58 UTC GrantClass A Common Stock 26,058 $0.00 $0.00
Disclosure

SEC source: 0001891197-26-000006 · wk-form4_1781218696.xml · nonDerivative · entry 2

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 554,368

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

Read SEC document
March 13, 2026 Filed Jun 11, 2026 22:58 UTC GrantClass A Common Stock 41,348 $0.82 $33,905.36
Disclosure

SEC source: 0001891197-26-000006 · wk-form4_1781218696.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 528,310

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

Read SEC document
March 11, 2026 Filed Mar 18, 2026 19:37 UTC PurchaseClass A Common Stock 500,000 $0.84 $420,000.00
Disclosure

SEC source: 0000929638-26-001055 · form4.xml · nonDerivative · entry 5

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: 12,203,393

F6 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $0.822 to $0.910, inclusive.

F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee.

Read SEC document
March 09, 2026 Filed Mar 18, 2026 19:37 UTC PurchaseClass A Common Stock 455,911 $0.95 $432,659.54
Disclosure

SEC source: 0000929638-26-001055 · form4.xml · nonDerivative · entry 4

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: 11,703,393

F5 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $0.917 to $0.990, inclusive.

F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee.

Read SEC document
March 06, 2026 Filed Mar 18, 2026 19:37 UTC PurchaseClass A Common Stock 480,389 $0.96 $461,653.83
Disclosure

SEC source: 0000929638-26-001055 · form4.xml · nonDerivative · entry 3

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: 11,247,482

F4 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $0.94 to $0.98, inclusive.

F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee.

Read SEC document
March 04, 2026 Filed Mar 18, 2026 19:37 UTC PurchaseClass A Common Stock 327,144 $1.02 $334,995.46
Disclosure

SEC source: 0000929638-26-001055 · form4.xml · nonDerivative · entry 2

McLaughlin Steven J. · CIK 0001847224 · 10% owner

Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner

EXP 2020 SPV LP · CIK 0001988981 · 10% owner

SF Roofdeck GP LLC · CIK 0001989340 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 10,767,093

F3 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.005 to $1.045, inclusive.

F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee.

Read SEC document
March 03, 2026 Filed Mar 18, 2026 19:37 UTC PurchaseClass A Common Stock 500,000 $0.97 $485,000.00
Disclosure

SEC source: 0000929638-26-001055 · 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: 10,439,949

F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $0.93 to $1.00, 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 footnotes (1), (3), (4), (5) and (6) to this Form 4.

F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee.

Read SEC document
March 02, 2026 Filed Mar 3, 2026 22:48 UTC
Barrett David MichaelDirector · Chief Executive Officer
SaleClass A Common Stock 30,000 $0.90 $27,000.00
Disclosure

SEC source: 0001892682-26-000007 · wk-form4_1772578105.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Indirect · See note

Disclosed balance after: 1,288,480

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 31, 2025.

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
February 02, 2026 Filed Feb 4, 2026 23:10 UTC
Barrett David MichaelDirector · Chief Executive Officer
SaleClass A Common Stock 30,000 $1.45 $43,500.00
Disclosure

SEC source: 0001892682-26-000005 · wk-form4_1770246598.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Indirect · See note

Disclosed balance after: 1,318,480

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 31, 2025.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.43 to $1.47, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

F3 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee.

Read SEC document
January 05, 2026 Filed Jan 12, 2026 23:14 UTC OtherLT10 Common Stock · Derivative 5,312 Not disclosed Not disclosed
Disclosure

SEC source: 0002104456-26-000007 · wk-form4_1768259639.xml · derivative · entry 8

Alvarez Divo Carlos Eduardo · CIK 0002104456 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 217,759

Underlying: Class A Common Stock · 5,312 shares

Expires not disclosed

F8 · derivative.exercise_price: The LT10 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 10 months. The LT10 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 · kind: The Reporting Person exchanged 5,312 shares of Class A Common Stock for 5,312 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation.

F7 · price: The Reporting Person exchanged 5,312 shares of Class A Common Stock for 5,312 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation.

F8 · derivative.exercise_date: The LT10 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 10 months. The LT10 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 LT10 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 10 months. The LT10 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.

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January 05, 2026 Filed Jan 12, 2026 23:14 UTC OtherClass A Common Stock 5,312 Not disclosed Not disclosed
Disclosure

SEC source: 0002104456-26-000007 · wk-form4_1768259639.xml · nonDerivative · entry 5

Alvarez Divo Carlos Eduardo · CIK 0002104456 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 285,508

F7 · kind: The Reporting Person exchanged 5,312 shares of Class A Common Stock for 5,312 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation.

F7 · price: The Reporting Person exchanged 5,312 shares of Class A Common Stock for 5,312 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation.

Read SEC document
January 05, 2026 Filed Feb 18, 2026 23:09 UTC
Liu YingDirector
GrantClass A Common Stock 3,386 $0.00 $0.00
Disclosure

SEC source: 0001891182-26-000002 · wk-form4_1771456159.xml · nonDerivative · entry 1

Liu Ying · CIK 0001891182 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 174,093

F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vested immediately on the grant date. Each RSU represented a right to receive one share of Class A common stock.

Read SEC document
January 04, 2026 Filed Jan 12, 2026 23:14 UTC OtherLT10 Common Stock · Derivative 7,839 Not disclosed Not disclosed
Disclosure

SEC source: 0002104456-26-000007 · wk-form4_1768259639.xml · derivative · entry 7

Alvarez Divo Carlos Eduardo · CIK 0002104456 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 212,447

Underlying: Class A Common Stock · 7,839 shares

Expires not disclosed

F8 · derivative.exercise_price: The LT10 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 10 months. The LT10 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 · kind: The Reporting Person exchanged 7,839 shares of Class A Common Stock for 7,839 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation.

F6 · price: The Reporting Person exchanged 7,839 shares of Class A Common Stock for 7,839 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation.

F8 · derivative.exercise_date: The LT10 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 10 months. The LT10 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 LT10 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 10 months. The LT10 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
January 04, 2026 Filed Jan 12, 2026 23:14 UTC OtherClass A Common Stock 7,839 Not disclosed Not disclosed
Disclosure

SEC source: 0002104456-26-000007 · wk-form4_1768259639.xml · nonDerivative · entry 4

Alvarez Divo Carlos Eduardo · CIK 0002104456 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 290,820

F6 · kind: The Reporting Person exchanged 7,839 shares of Class A Common Stock for 7,839 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation.

F6 · price: The Reporting Person exchanged 7,839 shares of Class A Common Stock for 7,839 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation.

Read SEC document
January 02, 2026 Filed Jan 5, 2026 23:40 UTC
Barrett David MichaelDirector · Chief Executive Officer
SaleClass A Common Stock 30,000 $1.50 $45,000.00
Disclosure

SEC source: 0001892682-26-000002 · wk-form4_1767656435.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Indirect · See note

Disclosed balance after: 1,348,480

F4 · kind: This transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 31, 2025.

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
December 31, 2025 Filed Jan 12, 2026 23:14 UTC OtherLT10 Common Stock · Derivative 20,441 Not disclosed Not disclosed
Disclosure

SEC source: 0002104456-26-000007 · wk-form4_1768259639.xml · derivative · entry 6

Alvarez Divo Carlos Eduardo · CIK 0002104456 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 204,608

Underlying: Class A Common Stock · 20,441 shares

Expires not disclosed

F8 · derivative.exercise_price: The LT10 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 10 months. The LT10 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 · kind: The Reporting Person exchanged 20,441 shares of Class A Common Stock for 20,441 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation.

F5 · price: The Reporting Person exchanged 20,441 shares of Class A Common Stock for 20,441 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation.

F8 · derivative.exercise_date: The LT10 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 10 months. The LT10 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 LT10 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 10 months. The LT10 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
December 31, 2025 Filed Jan 12, 2026 23:14 UTC OtherClass A Common Stock 20,441 Not disclosed Not disclosed
Disclosure

SEC source: 0002104456-26-000007 · wk-form4_1768259639.xml · nonDerivative · entry 3

Alvarez Divo Carlos Eduardo · CIK 0002104456 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 298,659

F5 · kind: The Reporting Person exchanged 20,441 shares of Class A Common Stock for 20,441 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation.

F5 · price: The Reporting Person exchanged 20,441 shares of Class A Common Stock for 20,441 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation.

Read SEC document
December 31, 2025 Filed Jan 12, 2026 23:14 UTC SaleClass A Common Stock 6,504 $1.50 $9,756.00
Disclosure

SEC source: 0002104456-26-000007 · wk-form4_1768259639.xml · nonDerivative · entry 2

Alvarez Divo Carlos Eduardo · CIK 0002104456 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 319,100

F3 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon vesting of RSUs, which vested immediately on the grant date, 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 upon the vesting of RSUs, which vested immediately on the grant date, for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.49 to $1.52, 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 30, 2025 Filed Jan 5, 2026 23:40 UTC
Vidal DanielDirector
SaleClass A Common Stock 2,825 $1.52 $4,294.00
Disclosure

SEC source: 0001891862-26-000002 · wk-form4_1767656441.xml · nonDerivative · entry 2

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 366,049

F2 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer.

F3 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.50 to $1.53, 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 30, 2025 Filed Jan 5, 2026 23:40 UTC
Barrett David MichaelDirector · Chief Executive Officer
SaleClass A Common Stock 14,463 $1.52 $21,983.76
Disclosure

SEC source: 0001892682-26-000002 · wk-form4_1767656435.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 212,567

F2 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer.

F3 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.50 to $1.53, 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.

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December 30, 2025 Filed Jan 5, 2026 23:40 UTC SaleClass A Common Stock 3,821 $1.52 $5,807.92
Disclosure

SEC source: 0001891197-26-000002 · wk-form4_1767656421.xml · nonDerivative · entry 2

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 486,962

F2 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer.

F3 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.50 to $1.53, 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 30, 2025 Filed Jan 5, 2026 23:40 UTC
Schaffer RyanDirector · Chief Financial Officer
SaleClass A Common Stock 3,923 $1.52 $5,962.96
Disclosure

SEC source: 0001891061-26-000002 · wk-form4_1767656415.xml · nonDerivative · entry 2

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 203,936

F2 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer.

F3 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.50 to $1.53, 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.

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December 30, 2025 Filed Jan 12, 2026 23:14 UTC SaleClass A Common Stock 2,468 $1.52 $3,751.36
Disclosure

SEC source: 0002104456-26-000007 · wk-form4_1768259639.xml · nonDerivative · entry 1

Alvarez Divo Carlos Eduardo · CIK 0002104456 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 325,604

F1 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of restricted stock units ("RSU") for certain employees of the Issuer.

F2 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.50 to $1.53, 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.

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December 17, 2025 Filed Dec 19, 2025 02:02 UTC SaleClass A Common Stock 5,853 $1.55 $9,072.15
Disclosure

SEC source: 0001891197-25-000023 · wk-form4_1766109733.xml · nonDerivative · entry 3

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 486,962

F3 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares 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 granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.43 to $1.58, 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.

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December 17, 2025 Filed Dec 19, 2025 02:02 UTC
Vidal DanielDirector
SaleClass A Common Stock 4,837 $1.55 $7,497.35
Disclosure

SEC source: 0001891862-25-000025 · wk-form4_1766109727.xml · nonDerivative · entry 3

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 366,049

F3 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares 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 granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.43 to $1.58, 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.

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December 17, 2025 Filed Dec 19, 2025 02:02 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
SaleClass A Common Stock 523 $1.55 $810.65
Disclosure

SEC source: 0001891077-25-000027 · wk-form4_1766109720.xml · nonDerivative · entry 3

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,770

F3 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares 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 granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.43 to $1.58, 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.

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December 17, 2025 Filed Dec 19, 2025 02:01 UTC
Barrett David MichaelDirector · Chief Executive Officer
SaleClass A Common Stock 2,544 $1.55 $3,943.20
Disclosure

SEC source: 0001892682-25-000027 · wk-form4_1766109714.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 212,567

F2 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer.

F3 · 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 granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.43 to $1.58, 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.

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December 17, 2025 Filed Dec 19, 2025 02:01 UTC
Schaffer RyanDirector · Chief Financial Officer
SaleClass A Common Stock 2,632 $1.55 $4,079.60
Disclosure

SEC source: 0001891061-25-000022 · wk-form4_1766109708.xml · nonDerivative · entry 3

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 203,936

F3 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares 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 granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.43 to $1.58, 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.

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December 15, 2025 Filed Dec 19, 2025 02:02 UTC GrantClass A Common Stock 23,127 $0.00 $0.00
Disclosure

SEC source: 0001891197-25-000023 · wk-form4_1766109733.xml · nonDerivative · entry 2

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 492,815

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

Read SEC document
December 15, 2025 Filed Dec 19, 2025 02:02 UTC GrantClass A Common Stock 43,115 $1.65 $71,139.75
Disclosure

SEC source: 0001891197-25-000023 · wk-form4_1766109733.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 469,688

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

Read SEC document
December 15, 2025 Filed Dec 19, 2025 02:02 UTC
Vidal DanielDirector
GrantClass A Common Stock 16,711 $0.00 $0.00
Disclosure

SEC source: 0001891862-25-000025 · wk-form4_1766109727.xml · nonDerivative · entry 2

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 370,886

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

Read SEC document
December 15, 2025 Filed Dec 19, 2025 02:02 UTC
Vidal DanielDirector
GrantClass A Common Stock 36,318 $1.65 $59,924.70
Disclosure

SEC source: 0001891862-25-000025 · wk-form4_1766109727.xml · nonDerivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 354,175

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

Read SEC document
December 15, 2025 Filed Dec 19, 2025 02:02 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
GrantClass A Common Stock 1,247 $0.00 $0.00
Disclosure

SEC source: 0001891077-25-000027 · wk-form4_1766109720.xml · nonDerivative · entry 2

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 78,293

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

Read SEC document
December 15, 2025 Filed Dec 19, 2025 02:02 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
GrantClass A Common Stock 18,571 $1.65 $30,642.15
Disclosure

SEC source: 0001891077-25-000027 · wk-form4_1766109720.xml · nonDerivative · entry 1

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,046

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

Read SEC document
December 15, 2025 Filed Dec 19, 2025 02:01 UTC
Barrett David MichaelDirector · Chief Executive Officer
GrantClass A Common Stock 6,712 $0.00 $0.00
Disclosure

SEC source: 0001892682-25-000027 · wk-form4_1766109714.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 215,111

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

Read SEC document
December 15, 2025 Filed Dec 19, 2025 02:01 UTC
Schaffer RyanDirector · Chief Financial Officer
GrantClass A Common Stock 7,076 $0.00 $0.00
Disclosure

SEC source: 0001891061-25-000022 · wk-form4_1766109708.xml · nonDerivative · entry 2

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 206,568

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

Read SEC document
December 15, 2025 Filed Dec 19, 2025 02:01 UTC
Schaffer RyanDirector · Chief Financial Officer
GrantClass A Common Stock 13,555 $1.65 $22,365.75
Disclosure

SEC source: 0001891061-25-000022 · wk-form4_1766109708.xml · nonDerivative · entry 1

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 199,492

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

Read SEC document
December 15, 2025 Filed Jan 5, 2026 23:40 UTC
Vidal DanielDirector
Exercise / conversionLT50 Common Stock · Derivative 2,825 $0.00 $0.00
Disclosure

SEC source: 0001891862-26-000002 · wk-form4_1767656441.xml · derivative · entry 5

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 160,670

Underlying: Class A Common Stock · 2,825 shares

Expires not disclosed

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

F5 · derivative.exercise_price: Each RSU 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
December 15, 2025 Filed Jan 5, 2026 23:40 UTC
Vidal DanielDirector
Exercise / conversionRestricted Stock Units · Derivative 2,825 $0.00 $0.00
Disclosure

SEC source: 0001891862-26-000002 · wk-form4_1767656441.xml · derivative · entry 4

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,380

Underlying: LT50 Common Stock · 2,825 shares

Expires 2029-12-15

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

F5 · derivative.exercise_price: Each RSU 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 RSUs 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, 2025 Filed Jan 5, 2026 23:40 UTC
Vidal DanielDirector
Exercise / conversionRestricted Stock Units · Derivative 2,825 $0.00 $0.00
Disclosure

SEC source: 0001891862-26-000002 · wk-form4_1767656441.xml · derivative · entry 3

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,380

Underlying: Class A Common Stock · 2,825 shares

Expires 2029-12-15

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

F1 · 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 RSUs 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, 2025 Filed Jan 5, 2026 23:40 UTC
Vidal DanielDirector
Exercise / conversionClass A Common Stock 2,825 Not disclosed Not disclosed
Disclosure

SEC source: 0001891862-26-000002 · wk-form4_1767656441.xml · nonDerivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 368,874

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 · 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
December 15, 2025 Filed Jan 5, 2026 23:40 UTC
Barrett David MichaelDirector · Chief Executive Officer
Exercise / conversionLT50 Common Stock · Derivative 14,463 $0.00 $0.00
Disclosure

SEC source: 0001892682-26-000002 · wk-form4_1767656435.xml · derivative · entry 6

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

10b5-1 filing: Plan reported

Ownership: Indirect · See note

Disclosed balance after: 245,873

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 RSU 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
December 15, 2025 Filed Jan 5, 2026 23:40 UTC
Barrett David MichaelDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Units · Derivative 14,463 $0.00 $0.00
Disclosure

SEC source: 0001892682-26-000002 · wk-form4_1767656435.xml · derivative · entry 5

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 216,947

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 RSU 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 RSUs 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, 2025 Filed Jan 5, 2026 23:40 UTC
Barrett David MichaelDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Units · Derivative 14,463 $0.00 $0.00
Disclosure

SEC source: 0001892682-26-000002 · wk-form4_1767656435.xml · derivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 216,947

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.

F1 · 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.

F6 · derivative.exercise_date: The RSUs 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.