Last 12 months
Inside the activity.
6 purchase rows · 34 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 1 | 2 |
| Dec 2025 | 0 | 12 |
| Jan 2026 | 0 | 1 |
| Feb 2026 | 0 | 1 |
| Mar 2026 | 5 | 12 |
| Apr 2026 | 0 | 2 |
| May 2026 | 0 | 2 |
| Jun 2026 | 0 | 2 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 15, 2022 Filed Dec 20, 2022 00:37 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
Exercise / conversionLT50 Common Stock · Derivative | 14,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000149 · wf-form4_167149660338688.xml · derivative · entry 9 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 72,316 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. F9 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F10 · derivative.exercise_price: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F10 · derivative.exercise_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F10 · derivative.expiration_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F11 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust. Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:37 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 14,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000149 · wf-form4_167149660338688.xml · derivative · entry 8 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390,504 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. F9 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F8 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th. Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:37 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 14,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000149 · wf-form4_167149660338688.xml · derivative · entry 7 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390,504 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. F6 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. F8 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th. Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:37 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
ConversionClass A Common Stock | 672 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-22-000149 · wf-form4_167149660338688.xml · nonDerivative · entry 6 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 3,502,003 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 · price: LT50 Common Stock converted into Class A Common Stock on a one-for-one basis. F3 · ownership.nature: By David Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of David Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee. Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:37 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
Tax withholdingClass A Common Stock | 13,726 | $9.30 | $127,651.80 |
DisclosureSEC source: 0001476840-22-000149 · wf-form4_167149660338688.xml · nonDerivative · entry 5 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,878 Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:37 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
Exercise / conversionClass A Common Stock | 14,463 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-22-000149 · wf-form4_167149660338688.xml · nonDerivative · entry 4 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,604 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. F6 · price: Each restricted stock unit represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:37 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
GrantClass A Common Stock | 2,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000149 · wf-form4_167149660338688.xml · nonDerivative · entry 3 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,141 F5 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:37 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
GrantClass A Common Stock | 20,425 | $9.51 | $194,241.75 |
DisclosureSEC source: 0001476840-22-000149 · wf-form4_167149660338688.xml · nonDerivative · entry 2 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,920 F4 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:36 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
Exercise / conversionLT50 Common Stock · Derivative | 3,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000148 · wf-form4_167149658167285.xml · derivative · entry 8 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 19,613 Underlying: Class A Common Stock · 3,923 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 |
| December 15, 2022 Filed Dec 20, 2022 00:36 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 3,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000148 · wf-form4_167149658167285.xml · derivative · entry 7 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,907 Underlying: LT50 Common Stock · 3,923 shares Expires 2029-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 |
| December 15, 2022 Filed Dec 20, 2022 00:36 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 3,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000148 · wf-form4_167149658167285.xml · derivative · entry 6 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,907 Underlying: Class A Common Stock · 3,923 shares Expires 2029-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 |
| December 15, 2022 Filed Dec 20, 2022 00:36 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
Tax withholdingClass A Common Stock | 1,596 | $9.30 | $14,842.80 |
DisclosureSEC source: 0001476840-22-000148 · wf-form4_167149658167285.xml · nonDerivative · entry 5 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,577 Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:36 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
Exercise / conversionClass A Common Stock | 3,923 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-22-000148 · wf-form4_167149658167285.xml · nonDerivative · entry 4 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,173 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 |
| December 15, 2022 Filed Dec 20, 2022 00:36 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
Tax withholdingClass A Common Stock | 32 | $9.49 | $303.68 |
DisclosureSEC source: 0001476840-22-000148 · wf-form4_167149658167285.xml · nonDerivative · entry 3 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,250 Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:36 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
GrantClass A Common Stock | 106 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000148 · wf-form4_167149658167285.xml · nonDerivative · entry 2 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,282 F2 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:36 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
GrantClass A Common Stock | 1,338 | $9.51 | $12,724.38 |
DisclosureSEC source: 0001476840-22-000148 · wf-form4_167149658167285.xml · nonDerivative · entry 1 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,176 F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:36 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
Exercise / conversionLT50 Common Stock · Derivative | 3,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000147 · wf-form4_167149655828402.xml · derivative · entry 8 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 105,692 Underlying: Class A Common Stock · 3,168 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 |
| December 15, 2022 Filed Dec 20, 2022 00:36 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 3,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000147 · wf-form4_167149655828402.xml · derivative · entry 7 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,548 Underlying: LT50 Common Stock · 3,168 shares Expires 2029-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 |
| December 15, 2022 Filed Dec 20, 2022 00:36 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 3,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000147 · wf-form4_167149655828402.xml · derivative · entry 6 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,548 Underlying: Class A Common Stock · 3,168 shares Expires 2029-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 |
| December 15, 2022 Filed Dec 20, 2022 00:36 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
Tax withholdingClass A Common Stock | 977 | $9.30 | $9,086.10 |
DisclosureSEC source: 0001476840-22-000147 · wf-form4_167149655828402.xml · nonDerivative · entry 5 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,289 Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:36 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
Exercise / conversionClass A Common Stock | 3,168 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-22-000147 · wf-form4_167149655828402.xml · nonDerivative · entry 4 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,266 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 |
| December 15, 2022 Filed Dec 20, 2022 00:36 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
Tax withholdingClass A Common Stock | 156 | $9.49 | $1,480.44 |
DisclosureSEC source: 0001476840-22-000147 · wf-form4_167149655828402.xml · nonDerivative · entry 3 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,098 Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:36 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
GrantClass A Common Stock | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000147 · wf-form4_167149655828402.xml · nonDerivative · entry 2 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,254 F2 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:36 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
GrantClass A Common Stock | 2,625 | $9.51 | $24,963.75 |
DisclosureSEC source: 0001476840-22-000147 · wf-form4_167149655828402.xml · nonDerivative · entry 1 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,804 F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:35 UTC |
Mills Jason FahrDirector
|
Exercise / conversionLT50 Common Stock · Derivative | 3,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000146 · wf-form4_167149653658552.xml · derivative · entry 7 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 538,746 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 |
| December 15, 2022 Filed Dec 20, 2022 00:35 UTC |
Mills Jason FahrDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 3,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000146 · wf-form4_167149653658552.xml · derivative · entry 6 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,174 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 |
| December 15, 2022 Filed Dec 20, 2022 00:35 UTC |
Mills Jason FahrDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 3,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000146 · wf-form4_167149653658552.xml · derivative · entry 5 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,174 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 |
| December 15, 2022 Filed Dec 20, 2022 00:35 UTC |
Mills Jason FahrDirector
|
Tax withholdingClass A Common Stock | 813 | $9.30 | $7,560.90 |
DisclosureSEC source: 0001476840-22-000146 · wf-form4_167149653658552.xml · nonDerivative · entry 4 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,946 Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:35 UTC |
Mills Jason FahrDirector
|
Exercise / conversionClass A Common Stock | 3,821 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-22-000146 · wf-form4_167149653658552.xml · nonDerivative · entry 3 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,759 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 |
| December 15, 2022 Filed Dec 20, 2022 00:35 UTC |
Mills Jason FahrDirector
|
GrantClass A Common Stock | 624 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000146 · wf-form4_167149653658552.xml · nonDerivative · entry 2 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,938 F2 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:35 UTC |
Mills Jason FahrDirector
|
GrantClass A Common Stock | 6,308 | $9.51 | $59,989.08 |
DisclosureSEC source: 0001476840-22-000146 · wf-form4_167149653658552.xml · nonDerivative · entry 1 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,314 F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:35 UTC |
Vidal DanielDirector
|
Exercise / conversionLT50 Common Stock · Derivative | 2,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000145 · wf-form4_167149651221759.xml · derivative · entry 8 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 2,826 Underlying: Class A Common Stock · 2,826 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F6 · derivative.exercise_price: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F6 · derivative.exercise_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F6 · derivative.expiration_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F7 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust. Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:35 UTC |
Vidal DanielDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 2,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000145 · wf-form4_167149651221759.xml · derivative · entry 7 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,283 Underlying: LT50 Common Stock · 2,826 shares Expires 2029-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F4 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th. Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:35 UTC |
Vidal DanielDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 2,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000145 · wf-form4_167149651221759.xml · derivative · entry 6 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,283 Underlying: Class A Common Stock · 2,826 shares Expires 2029-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. F4 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th. Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:35 UTC |
Vidal DanielDirector
|
Tax withholdingClass A Common Stock | 1,212 | $9.30 | $11,271.60 |
DisclosureSEC source: 0001476840-22-000145 · wf-form4_167149651221759.xml · nonDerivative · entry 5 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,792 Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:35 UTC |
Vidal DanielDirector
|
Exercise / conversionClass A Common Stock | 2,826 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-22-000145 · wf-form4_167149651221759.xml · nonDerivative · entry 4 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,004 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 |
| December 15, 2022 Filed Dec 20, 2022 00:35 UTC |
Vidal DanielDirector
|
Tax withholdingClass A Common Stock | 137 | $9.49 | $1,300.13 |
DisclosureSEC source: 0001476840-22-000145 · wf-form4_167149651221759.xml · nonDerivative · entry 3 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,178 Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:35 UTC |
Vidal DanielDirector
|
GrantClass A Common Stock | 478 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000145 · wf-form4_167149651221759.xml · nonDerivative · entry 2 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,315 F2 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:35 UTC |
Vidal DanielDirector
|
GrantClass A Common Stock | 6,546 | $9.51 | $62,252.46 |
DisclosureSEC source: 0001476840-22-000145 · wf-form4_167149651221759.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,837 F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| December 14, 2022 Filed Dec 20, 2022 00:37 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 30,000 | $9.56 | $286,800.00 |
DisclosureSEC source: 0001476840-22-000149 · wf-form4_167149660338688.xml · nonDerivative · entry 1 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 3,501,331 F1 · kind: This transaction was 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 $9.34 to $9.70, 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 David Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of David Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee. Read SEC document |
| November 14, 2022 Filed Nov 17, 2022 00:34 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
OtherLT10 Common Stock · Derivative | 11,426 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-22-000136 · wf-form4_166864526173187.xml · derivative · entry 3 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 3,600,066 Underlying: Class A Common Stock · 11,426 shares Expires not disclosed F3 · 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. F1 · kind: The Reporting Person exchanged 11,426 shares of Class A Common Stock for 11,426 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation." F1 · price: The Reporting Person exchanged 11,426 shares of Class A Common Stock for 11,426 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation." F3 · 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. F3 · 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. F4 · 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 |
| November 14, 2022 Filed Nov 17, 2022 00:34 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
OtherClass A Common Stock | 11,426 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-22-000136 · wf-form4_166864526173187.xml · nonDerivative · entry 1 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,495 F1 · kind: The Reporting Person exchanged 11,426 shares of Class A Common Stock for 11,426 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation." F1 · price: The Reporting Person exchanged 11,426 shares of Class A Common Stock for 11,426 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 |
| November 14, 2022 Filed Nov 17, 2022 00:34 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
OtherLT10 Common Stock · Derivative | 12,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-22-000135 · wf-form4_166864524343346.xml · derivative · entry 2 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 114,140 Underlying: Class A Common Stock · 12,000 shares Expires not disclosed F2 · 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. F1 · kind: The Reporting Person exchanged 12,000 shares of Class A Common Stock for 12,000 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation. F1 · price: The Reporting Person exchanged 12,000 shares of Class A Common Stock for 12,000 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation. F2 · 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. F2 · 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. F3 · 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 |
| November 14, 2022 Filed Nov 17, 2022 00:34 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
OtherClass A Common Stock | 12,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-22-000135 · wf-form4_166864524343346.xml · nonDerivative · entry 1 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,179 F1 · kind: The Reporting Person exchanged 12,000 shares of Class A Common Stock for 12,000 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation. F1 · price: The Reporting Person exchanged 12,000 shares of Class A Common Stock for 12,000 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 |
| November 14, 2022 Filed Nov 17, 2022 00:34 UTC |
Mills Jason FahrDirector
|
OtherLT10 Common Stock · Derivative | 6,165 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-22-000134 · wf-form4_166864522103509.xml · derivative · entry 2 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 582,885 Underlying: Class A Common Stock · 6,165 shares Expires not disclosed F2 · 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. F1 · kind: The Reporting Person exchanged 6,165 shares of Class A Common Stock for 6,165 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation. F1 · price: The Reporting Person exchanged 6,165 shares of Class A Common Stock for 6,165 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation. F2 · 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. F2 · 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. F3 · 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 |
| November 14, 2022 Filed Nov 17, 2022 00:34 UTC |
Mills Jason FahrDirector
|
OtherClass A Common Stock | 6,165 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-22-000134 · wf-form4_166864522103509.xml · nonDerivative · entry 1 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,006 F1 · kind: The Reporting Person exchanged 6,165 shares of Class A Common Stock for 6,165 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation. F1 · price: The Reporting Person exchanged 6,165 shares of Class A Common Stock for 6,165 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 |
| November 10, 2022 Filed Nov 14, 2022 21:56 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 30,000 | $12.33 | $369,900.00 |
DisclosureSEC source: 0001476840-22-000130 · wf-form4_166846294939288.xml · nonDerivative · entry 1 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 3,531,331 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 $12.17 to $12.56, 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 David Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of David Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee. Read SEC document |
| October 12, 2022 Filed Oct 14, 2022 20:20 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 30,000 | $13.86 | $415,800.00 |
DisclosureSEC source: 0001476840-22-000120 · wf-form4_166577880689671.xml · nonDerivative · entry 1 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 3,561,331 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 $13.60 to $14.25, 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 David Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of David Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee. Read SEC document |
| October 05, 2022 Filed Oct 6, 2022 23:40 UTC |
Liu YingDirector
|
GrantClass A Common Stock | 602 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000118 · wf-form4_166509960341739.xml · nonDerivative · entry 1 Liu Ying · CIK 0001891182 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,764 F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vested immediately on the grant date. Each RSU represented a right to receive one share of Class A common stock. Read SEC document |
| October 05, 2022 Filed Oct 6, 2022 23:39 UTC |
Pao EllenDirector
|
GrantClass A Common Stock | 481 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000117 · wf-form4_166509958555269.xml · nonDerivative · entry 1 Pao Ellen · CIK 0001892081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,407 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.