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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
October 05, 2022 Filed Oct 6, 2022 23:39 UTC GrantClass A Common Stock 752 $0.00 $0.00
Disclosure

SEC source: 0001476840-22-000116 · wf-form4_166509956845872.xml · nonDerivative · entry 1

Christen Timothy L · CIK 0001776003 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,230

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
September 15, 2022 Filed Sep 20, 2022 01:39 UTC
Schaffer RyanDirector · Chief Financial Officer
Exercise / conversionLT50 Common Stock · Derivative 15,690 $0.00 $0.00
Disclosure

SEC source: 0001476840-22-000110 · wf-form4_166363797136913.xml · derivative · entry 8

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 15,690

Underlying: Class A Common Stock · 15,690 shares

Expires not disclosed

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

F5 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock.

F6 · derivative.exercise_price: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F6 · derivative.exercise_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F6 · derivative.expiration_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F7 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust.

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:39 UTC
Schaffer RyanDirector · Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 15,690 $0.00 $0.00
Disclosure

SEC source: 0001476840-22-000110 · wf-form4_166363797136913.xml · derivative · entry 7

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 109,830

Underlying: LT50 Common Stock · 15,690 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 March 15th, June 15th, September 15th and December 15th.

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:39 UTC
Schaffer RyanDirector · Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 15,690 $0.00 $0.00
Disclosure

SEC source: 0001476840-22-000110 · wf-form4_166363797136913.xml · derivative · entry 6

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 109,830

Underlying: Class A Common Stock · 15,690 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 March 15th, June 15th, September 15th and December 15th.

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:39 UTC
Schaffer RyanDirector · Chief Financial Officer
Tax withholdingClass A Common Stock 9,656 $16.25 $156,910.00
Disclosure

SEC source: 0001476840-22-000110 · wf-form4_166363797136913.xml · nonDerivative · entry 5

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 66,838

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:39 UTC
Schaffer RyanDirector · Chief Financial Officer
Exercise / conversionClass A Common Stock 15,690 Not disclosed Not disclosed
Disclosure

SEC source: 0001476840-22-000110 · wf-form4_166363797136913.xml · nonDerivative · entry 4

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 76,494

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

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

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:39 UTC
Schaffer RyanDirector · Chief Financial Officer
Tax withholdingClass A Common Stock 10 $16.64 $166.40
Disclosure

SEC source: 0001476840-22-000110 · wf-form4_166363797136913.xml · nonDerivative · entry 3

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,804

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:39 UTC
Schaffer RyanDirector · Chief Financial Officer
GrantClass A Common Stock 38 $0.00 $0.00
Disclosure

SEC source: 0001476840-22-000110 · wf-form4_166363797136913.xml · nonDerivative · entry 2

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,814

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

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:39 UTC
Schaffer RyanDirector · Chief Financial Officer
GrantClass A Common Stock 377 $16.70 $6,295.90
Disclosure

SEC source: 0001476840-22-000110 · wf-form4_166363797136913.xml · nonDerivative · entry 1

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,776

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

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:39 UTC Exercise / conversionLT50 Common Stock · Derivative 15,285 $0.00 $0.00
Disclosure

SEC source: 0001476840-22-000109 · wf-form4_166363794444878.xml · derivative · entry 8

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 534,925

Underlying: Class A Common Stock · 15,285 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.

F6 · derivative.exercise_price: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F6 · derivative.exercise_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F6 · derivative.expiration_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F7 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust.

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:39 UTC Exercise / conversionRestricted Stock Units · Derivative 15,285 $0.00 $0.00
Disclosure

SEC source: 0001476840-22-000109 · wf-form4_166363794444878.xml · derivative · entry 7

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 106,995

Underlying: LT50 Common Stock · 15,285 shares

Expires 2029-12-15

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

F5 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock.

F4 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th.

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:39 UTC Exercise / conversionRestricted Stock Units · Derivative 15,285 $0.00 $0.00
Disclosure

SEC source: 0001476840-22-000109 · wf-form4_166363794444878.xml · derivative · entry 6

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 106,995

Underlying: Class A Common Stock · 15,285 shares

Expires 2029-12-15

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

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

F4 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th.

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:39 UTC Tax withholdingClass A Common Stock 10,279 $16.25 $167,033.75
Disclosure

SEC source: 0001476840-22-000109 · wf-form4_166363794444878.xml · nonDerivative · entry 4

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 634,061

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:39 UTC Exercise / conversionClass A Common Stock 15,285 Not disclosed Not disclosed
Disclosure

SEC source: 0001476840-22-000109 · wf-form4_166363794444878.xml · nonDerivative · entry 3

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 644,340

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

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

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:39 UTC GrantClass A Common Stock 294 $0.00 $0.00
Disclosure

SEC source: 0001476840-22-000109 · wf-form4_166363794444878.xml · nonDerivative · entry 2

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 629,055

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

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:39 UTC GrantClass A Common Stock 3,402 $16.70 $56,813.40
Disclosure

SEC source: 0001476840-22-000109 · wf-form4_166363794444878.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 628,761

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

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:38 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
Exercise / conversionLT50 Common Stock · Derivative 12,674 $0.00 $0.00
Disclosure

SEC source: 0001476840-22-000108 · wf-form4_166363791416164.xml · derivative · entry 8

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 102,524

Underlying: Class A Common Stock · 12,674 shares

Expires not disclosed

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

F5 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock.

F6 · derivative.exercise_price: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F6 · derivative.exercise_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F6 · derivative.expiration_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F7 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust.

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:38 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
Exercise / conversionRestricted Stock Units · Derivative 12,674 $0.00 $0.00
Disclosure

SEC source: 0001476840-22-000108 · wf-form4_166363791416164.xml · derivative · entry 7

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 88,716

Underlying: LT50 Common Stock · 12,674 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 March 15th, June 15th, September 15th and December 15th.

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:38 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
Exercise / conversionRestricted Stock Units · Derivative 12,674 $0.00 $0.00
Disclosure

SEC source: 0001476840-22-000108 · wf-form4_166363791416164.xml · derivative · entry 6

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 88,716

Underlying: Class A Common Stock · 12,674 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 March 15th, June 15th, September 15th and December 15th.

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:38 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
Tax withholdingClass A Common Stock 8,609 $16.25 $139,896.25
Disclosure

SEC source: 0001476840-22-000108 · wf-form4_166363791416164.xml · nonDerivative · entry 5

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 89,179

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:38 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
Exercise / conversionClass A Common Stock 12,674 Not disclosed Not disclosed
Disclosure

SEC source: 0001476840-22-000108 · wf-form4_166363791416164.xml · nonDerivative · entry 4

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 97,788

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

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

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:38 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
Tax withholdingClass A Common Stock 75 $16.64 $1,248.00
Disclosure

SEC source: 0001476840-22-000108 · wf-form4_166363791416164.xml · nonDerivative · entry 3

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,114

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:38 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
GrantClass A Common Stock 307 $0.00 $0.00
Disclosure

SEC source: 0001476840-22-000108 · wf-form4_166363791416164.xml · nonDerivative · entry 2

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,189

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

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:38 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
GrantClass A Common Stock 3,607 $16.70 $60,236.90
Disclosure

SEC source: 0001476840-22-000108 · wf-form4_166363791416164.xml · nonDerivative · entry 1

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 84,882

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

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:38 UTC
Vidal DanielDirector
Exercise / conversionLT50 Common Stock · Derivative 11,301 $0.00 $0.00
Disclosure

SEC source: 0001476840-22-000107 · wf-form4_166363789316188.xml · derivative · entry 8

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 123,941

Underlying: Class A Common Stock · 11,301 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. Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock.

F6 · derivative.exercise_price: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F6 · derivative.exercise_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F6 · derivative.expiration_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F7 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust.

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:38 UTC
Vidal DanielDirector
Exercise / conversionRestricted Stock Units · Derivative 11,301 $0.00 $0.00
Disclosure

SEC source: 0001476840-22-000107 · wf-form4_166363789316188.xml · derivative · entry 7

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,109

Underlying: LT50 Common Stock · 11,301 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. Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock.

F4 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th.

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:38 UTC
Vidal DanielDirector
Exercise / conversionRestricted Stock Units · Derivative 11,301 $0.00 $0.00
Disclosure

SEC source: 0001476840-22-000107 · wf-form4_166363789316188.xml · derivative · entry 6

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,109

Underlying: Class A Common Stock · 11,301 shares

Expires 2029-12-15

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

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

F4 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th.

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:38 UTC
Vidal DanielDirector
Tax withholdingClass A Common Stock 7,645 $16.25 $124,231.25
Disclosure

SEC source: 0001476840-22-000107 · wf-form4_166363789316188.xml · nonDerivative · entry 5

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 89,291

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:38 UTC
Vidal DanielDirector
Exercise / conversionClass A Common Stock 11,301 Not disclosed Not disclosed
Disclosure

SEC source: 0001476840-22-000107 · wf-form4_166363789316188.xml · nonDerivative · entry 4

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 96,936

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.

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September 15, 2022 Filed Sep 20, 2022 01:38 UTC
Vidal DanielDirector
Tax withholdingClass A Common Stock 36 $16.64 $599.04
Disclosure

SEC source: 0001476840-22-000107 · wf-form4_166363789316188.xml · nonDerivative · entry 3

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,635

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:38 UTC
Vidal DanielDirector
GrantClass A Common Stock 145 $0.00 $0.00
Disclosure

SEC source: 0001476840-22-000107 · wf-form4_166363789316188.xml · nonDerivative · entry 2

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,671

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

Read SEC document
September 15, 2022 Filed Sep 20, 2022 01:38 UTC
Vidal DanielDirector
GrantClass A Common Stock 1,531 $16.70 $25,567.70
Disclosure

SEC source: 0001476840-22-000107 · wf-form4_166363789316188.xml · nonDerivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,526

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

Read SEC document
September 15, 2022 Filed Sep 20, 2022 20:24 UTC
Barrett David MichaelDirector · Chief Executive Officer
ConversionLT50 Common Stock · Derivative 2,691 $0.00 $0.00
Disclosure

SEC source: 0001476840-22-000112 · wf-form4_166370546479693.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: 3,585,949

Underlying: Class A Common Stock · 2,691 shares

Expires not disclosed

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

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

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

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

F5 · ownership.nature: By 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.

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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September 15, 2022 Filed Sep 20, 2022 20:24 UTC
Barrett David MichaelDirector · Chief Executive Officer
Exercise / conversionLT50 Common Stock · Derivative 57,853 $0.00 $0.00
Disclosure

SEC source: 0001476840-22-000112 · wf-form4_166370546479693.xml · derivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 57,853

Underlying: Class A Common Stock · 57,853 shares

Expires not disclosed

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

F7 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock.

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

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

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

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

Read SEC document
September 15, 2022 Filed Sep 20, 2022 20:24 UTC
Barrett David MichaelDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Units · Derivative 57,853 $0.00 $0.00
Disclosure

SEC source: 0001476840-22-000112 · wf-form4_166370546479693.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 404,967

Underlying: LT50 Common Stock · 57,853 shares

Expires 2029-12-15

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

F7 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock.

F6 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th.

Read SEC document
September 15, 2022 Filed Sep 20, 2022 20:24 UTC
Barrett David MichaelDirector · Chief Executive Officer
Exercise / conversionRestricted Stock Units · Derivative 57,853 $0.00 $0.00
Disclosure

SEC source: 0001476840-22-000112 · wf-form4_166370546479693.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 404,967

Underlying: Class A Common Stock · 57,853 shares

Expires 2029-12-15

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

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

F6 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th.

Read SEC document
September 15, 2022 Filed Sep 20, 2022 20:24 UTC
Barrett David MichaelDirector · Chief Executive Officer
ConversionClass A Common Stock 2,691 Not disclosed Not disclosed
Disclosure

SEC source: 0001476840-22-000112 · wf-form4_166370546479693.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 3,591,331

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

F4 · price: LT50 Common Stock converted into Class A Common Stock on a one-for-one basis.

F5 · ownership.nature: By 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
September 15, 2022 Filed Sep 20, 2022 20:24 UTC
Barrett David MichaelDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 48,924 $16.25 $795,015.00
Disclosure

SEC source: 0001476840-22-000112 · wf-form4_166370546479693.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,921

Read SEC document
September 15, 2022 Filed Sep 20, 2022 20:24 UTC
Barrett David MichaelDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 57,853 Not disclosed Not disclosed
Disclosure

SEC source: 0001476840-22-000112 · wf-form4_166370546479693.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,845

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

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

Read SEC document
September 15, 2022 Filed Sep 20, 2022 20:24 UTC
Barrett David MichaelDirector · Chief Executive Officer
GrantClass A Common Stock 1,143 $0.00 $0.00
Disclosure

SEC source: 0001476840-22-000112 · wf-form4_166370546479693.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,992

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

Read SEC document
September 15, 2022 Filed Sep 20, 2022 20:24 UTC
Barrett David MichaelDirector · Chief Executive Officer
GrantClass A Common Stock 11,631 $16.70 $194,237.70
Disclosure

SEC source: 0001476840-22-000112 · wf-form4_166370546479693.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,849

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

Read SEC document
August 24, 2022 Filed Aug 26, 2022 10:50 UTC
Schaffer RyanDirector · Chief Financial Officer
Exercise / conversionStock Option · Derivative 4,699 $0.00 Strike: $0.97 $0.00
Disclosure

SEC source: 0001476840-22-000102 · wf-form4_166151100482151.xml · derivative · entry 3

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 355,783

Underlying: Class A Common Stock · 4,699 shares

Expires 2029-04-11

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

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 8, 2022.

F2 · derivative.exercise_date: Reflects remaining portion of the stock option that originally vested in 72 equal monthly installments beginning on May 12, 2019.

Read SEC document
August 24, 2022 Filed Aug 26, 2022 10:50 UTC
Schaffer RyanDirector · Chief Financial Officer
SaleClass A Common Stock 4,699 $20.00 $93,980.00
Disclosure

SEC source: 0001476840-22-000102 · wf-form4_166151100482151.xml · nonDerivative · entry 2

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,399

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 8, 2022.

Read SEC document
August 24, 2022 Filed Aug 26, 2022 10:50 UTC
Schaffer RyanDirector · Chief Financial Officer
Exercise / conversionClass A Common Stock 4,699 $0.97 $4,558.03
Disclosure

SEC source: 0001476840-22-000102 · wf-form4_166151100482151.xml · nonDerivative · entry 1

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,098

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

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 8, 2022.

Read SEC document
August 10, 2022 Filed Sep 20, 2022 01:39 UTC GiftClass A Common Stock 554,890 $0.00 $0.00
Disclosure

SEC source: 0001476840-22-000109 · wf-form4_166363794444878.xml · nonDerivative · entry 5

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,171

Read SEC document
August 08, 2022 Filed Aug 10, 2022 22:02 UTC
Vidal DanielDirector
Exercise / conversionStock Option · Derivative 13,500 $0.00 Strike: $0.97 $0.00
Disclosure

SEC source: 0001476840-22-000091 · wf-form4_166016892741965.xml · derivative · entry 2

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 138,810

Underlying: Class A Common Stock · 13,500 shares

Expires 2029-04-12

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_date: Reflects remaining portion of the stock option that originally vested in 72 equal monthly installments beginning on May 12, 2019.

Read SEC document
August 08, 2022 Filed Aug 10, 2022 22:02 UTC
Vidal DanielDirector
Exercise / conversionClass A Common Stock 13,500 $0.97 $13,095.00
Disclosure

SEC source: 0001476840-22-000091 · wf-form4_166016892741965.xml · nonDerivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 83,995

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.

Read SEC document
July 29, 2022 Filed Aug 2, 2022 21:03 UTC
Schaffer RyanDirector · Chief Financial Officer
Exercise / conversionStock Option · Derivative 4,699 $0.00 Strike: $0.97 $0.00
Disclosure

SEC source: 0001476840-22-000084 · wf-form4_165947414947795.xml · derivative · entry 3

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 360,482

Underlying: Class A Common Stock · 4,699 shares

Expires 2029-04-11

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

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 8, 2022.

F3 · derivative.exercise_date: Reflects remaining portion of the stock option that originally vested in 72 equal monthly installments beginning on May 12, 2019.

Read SEC document
July 29, 2022 Filed Aug 2, 2022 21:03 UTC
Schaffer RyanDirector · Chief Financial Officer
SaleClass A Common Stock 4,699 $20.01 $94,026.99
Disclosure

SEC source: 0001476840-22-000084 · wf-form4_165947414947795.xml · nonDerivative · entry 2

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,399

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 8, 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 $20.00 to $20.06, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4.

Read SEC document
July 29, 2022 Filed Aug 2, 2022 21:03 UTC
Schaffer RyanDirector · Chief Financial Officer
Exercise / conversionClass A Common Stock 4,699 $0.97 $4,558.03
Disclosure

SEC source: 0001476840-22-000084 · wf-form4_165947414947795.xml · nonDerivative · entry 1

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,098

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

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 8, 2022.

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.