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, 2025 Filed Jan 5, 2026 23:40 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
Exercise / conversionClass A Common Stock | 14,463 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001892682-26-000002 · wk-form4_1767656435.xml · nonDerivative · entry 1 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 227,030 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. Read SEC document |
| December 15, 2025 Filed Jan 5, 2026 23:40 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
Exercise / conversionLT50 Common Stock · Derivative | 3,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001891077-26-000002 · wk-form4_1767656427.xml · derivative · entry 4 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See note Disclosed balance after: 143,713 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. F4 · 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. F4 · 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. F4 · 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: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust. Read SEC document |
| December 15, 2025 Filed Jan 5, 2026 23:40 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 3,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001891077-26-000002 · wk-form4_1767656427.xml · derivative · entry 3 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,527 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. F3 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F4 · derivative.exercise_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. F2 · derivative.exercise_date: The RSUs vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th, and September 15th. Read SEC document |
| December 15, 2025 Filed Jan 5, 2026 23:40 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 3,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001891077-26-000002 · wk-form4_1767656427.xml · derivative · entry 2 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,527 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. F2 · derivative.exercise_date: The RSUs vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th, and September 15th. Read SEC document |
| December 15, 2025 Filed Jan 5, 2026 23:40 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
Exercise / conversionClass A Common Stock | 3,168 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001891077-26-000002 · wk-form4_1767656427.xml · nonDerivative · entry 1 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,938 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. Read SEC document |
| December 15, 2025 Filed Jan 5, 2026 23:40 UTC |
Mills Jason FahrDirector
|
Exercise / conversionLT50 Common Stock · Derivative | 3,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001891197-26-000002 · wk-form4_1767656421.xml · derivative · entry 5 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See note Disclosed balance after: 49,676 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 RSU represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F6 · derivative.exercise_price: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F6 · derivative.exercise_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F6 · derivative.expiration_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F7 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust. Read SEC document |
| December 15, 2025 Filed Jan 5, 2026 23:40 UTC |
Mills Jason FahrDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 3,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001891197-26-000002 · wk-form4_1767656421.xml · derivative · entry 4 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,319 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 RSU represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F4 · derivative.exercise_date: The RSUs vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th. Read SEC document |
| December 15, 2025 Filed Jan 5, 2026 23:40 UTC |
Mills Jason FahrDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 3,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001891197-26-000002 · wk-form4_1767656421.xml · derivative · entry 3 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,319 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. F4 · derivative.exercise_date: The RSUs vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th. Read SEC document |
| December 15, 2025 Filed Jan 5, 2026 23:40 UTC |
Mills Jason FahrDirector
|
Exercise / conversionClass A Common Stock | 3,821 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001891197-26-000002 · wk-form4_1767656421.xml · nonDerivative · entry 1 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 490,783 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. Read SEC document |
| December 15, 2025 Filed Jan 5, 2026 23:40 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
Exercise / conversionLT50 Common Stock · Derivative | 3,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001891061-26-000002 · wk-form4_1767656415.xml · derivative · entry 5 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See note Disclosed balance after: 66,683 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 RSU represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F6 · derivative.exercise_price: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F6 · derivative.exercise_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F6 · derivative.expiration_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F7 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust. Read SEC document |
| December 15, 2025 Filed Jan 5, 2026 23:40 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 3,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001891061-26-000002 · wk-form4_1767656415.xml · derivative · entry 4 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,837 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 RSU represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F4 · derivative.exercise_date: The RSUs vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th, and September 15th. Read SEC document |
| December 15, 2025 Filed Jan 5, 2026 23:40 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 3,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001891061-26-000002 · wk-form4_1767656415.xml · derivative · entry 3 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,837 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. F4 · derivative.exercise_date: The RSUs vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th, and September 15th. Read SEC document |
| December 15, 2025 Filed Jan 5, 2026 23:40 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
Exercise / conversionClass A Common Stock | 3,923 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001891061-26-000002 · wk-form4_1767656415.xml · nonDerivative · entry 1 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,859 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. Read SEC document |
| December 01, 2025 Filed Dec 5, 2025 23:01 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 30,000 | $1.52 | $45,600.00 |
DisclosureSEC source: 0001892682-25-000023 · wk-form4_1764975712.xml · nonDerivative · entry 1 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 1,378,480 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 31, 2025. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.52 to $1.53, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee. Read SEC document |
| November 11, 2025 Filed Nov 13, 2025 22:52 UTC |
Christen Timothy LDirector
|
PurchaseClass A Common Stock | 40,000 | $1.43 | $57,200.00 |
DisclosureSEC source: 0001776003-25-000004 · wk-form4_1763074340.xml · nonDerivative · entry 1 Christen Timothy L · CIK 0001776003 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 289,754 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.42 to $1.44, 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 purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| November 03, 2025 Filed Nov 6, 2025 02:10 UTC |
Vidal DanielDirector
|
SaleClass A Common Stock | 9,000 | $1.60 | $14,400.00 |
DisclosureSEC source: 0001891862-25-000021 · wk-form4_1762395010.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 317,857 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 December 27, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.59 to $1.63, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| November 03, 2025 Filed Nov 6, 2025 02:10 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 30,000 | $1.60 | $48,000.00 |
DisclosureSEC source: 0001892682-25-000021 · wk-form4_1762395004.xml · nonDerivative · entry 1 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 1,408,480 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 31, 2025. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.59 to $1.63, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee. Read SEC document |
| October 05, 2025 Filed Oct 8, 2025 21:10 UTC |
Liu YingDirector
|
GrantClass A Common Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001891182-25-000003 · wk-form4_1759957845.xml · nonDerivative · entry 1 Liu Ying · CIK 0001891182 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,707 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 01, 2025 Filed Oct 3, 2025 20:13 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 30,000 | $1.79 | $53,700.00 |
DisclosureSEC source: 0001892682-25-000019 · wk-form4_1759522434.xml · nonDerivative · entry 1 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 1,438,480 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 31, 2025. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.74 to $1.85, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee. Read SEC document |
| September 19, 2025 Filed Sep 24, 2025 21:52 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
SaleClass A Common Stock | 14,961 | $1.94 | $29,024.34 |
DisclosureSEC source: 0001891077-25-000023 · wk-form4_1758750766.xml · nonDerivative · entry 6 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,475 F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.92 to $1.97, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| September 18, 2025 Filed Sep 24, 2025 21:52 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
SaleClass A Common Stock | 2,486 | $1.95 | $4,847.70 |
DisclosureSEC source: 0001891077-25-000023 · wk-form4_1758750766.xml · nonDerivative · entry 5 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,436 F6 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer. F7 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.91 to $2.00, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 18, 2025 Filed Sep 24, 2025 21:52 UTC |
Vidal DanielDirector
|
SaleClass A Common Stock | 1,532 | $1.95 | $2,987.40 |
DisclosureSEC source: 0001891862-25-000019 · wk-form4_1758750752.xml · nonDerivative · entry 5 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 326,857 F6 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer. F7 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.91 to $2.00, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 18, 2025 Filed Sep 24, 2025 21:52 UTC |
Mills Jason FahrDirector
|
SaleClass A Common Stock | 1,812 | $1.95 | $3,533.40 |
DisclosureSEC source: 0001891197-25-000019 · wk-form4_1758750760.xml · nonDerivative · entry 5 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 426,573 F6 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer. F7 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.91 to $2.00, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 18, 2025 Filed Sep 24, 2025 21:52 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
SaleClass A Common Stock | 2,732 | $1.95 | $5,327.40 |
DisclosureSEC source: 0001891061-25-000018 · wk-form4_1758750746.xml · nonDerivative · entry 5 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,937 F6 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer. F7 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.91 to $2.00, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 18, 2025 Filed Sep 24, 2025 21:52 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 10,262 | $1.95 | $20,010.90 |
DisclosureSEC source: 0001892682-25-000017 · wk-form4_1758750739.xml · nonDerivative · entry 4 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,399 F5 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer. F6 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.91 to $2.00, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 16, 2025 Filed Sep 24, 2025 21:52 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
SaleClass A Common Stock | 409 | $1.90 | $777.10 |
DisclosureSEC source: 0001891077-25-000023 · wk-form4_1758750766.xml · nonDerivative · entry 4 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,922 F4 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. F5 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.86 to $1.92, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 16, 2025 Filed Sep 24, 2025 21:52 UTC |
Vidal DanielDirector
|
SaleClass A Common Stock | 4,009 | $1.90 | $7,617.10 |
DisclosureSEC source: 0001891862-25-000019 · wk-form4_1758750752.xml · nonDerivative · entry 4 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 328,389 F4 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. F5 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.86 to $1.92, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 16, 2025 Filed Sep 24, 2025 21:52 UTC |
Mills Jason FahrDirector
|
SaleClass A Common Stock | 4,921 | $1.90 | $9,349.90 |
DisclosureSEC source: 0001891197-25-000019 · wk-form4_1758750760.xml · nonDerivative · entry 4 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 428,385 F4 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. F5 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.86 to $1.92, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 16, 2025 Filed Sep 24, 2025 21:52 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
SaleClass A Common Stock | 2,204 | $1.90 | $4,187.60 |
DisclosureSEC source: 0001891061-25-000018 · wk-form4_1758750746.xml · nonDerivative · entry 4 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,669 F4 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. F5 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.86 to $1.92, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 16, 2025 Filed Sep 24, 2025 21:52 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 2,396 | $1.90 | $4,552.40 |
DisclosureSEC source: 0001892682-25-000017 · wk-form4_1758750739.xml · nonDerivative · entry 3 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218,661 F3 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. F4 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.86 to $1.92, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 15, 2025 Filed Sep 24, 2025 21:52 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
Exercise / conversionLT50 Common Stock · Derivative | 3,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001891077-25-000023 · wk-form4_1758750766.xml · derivative · entry 9 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See note Disclosed balance after: 140,545 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. F10 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F11 · 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. F11 · 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. F11 · 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. F12 · 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, 2025 Filed Sep 24, 2025 21:52 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 3,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001891077-25-000023 · wk-form4_1758750766.xml · derivative · entry 8 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,695 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. F10 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F9 · 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, 2025 Filed Sep 24, 2025 21:52 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 3,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001891077-25-000023 · wk-form4_1758750766.xml · derivative · entry 7 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,695 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 ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. F9 · 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, 2025 Filed Sep 24, 2025 21:52 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
Exercise / conversionClass A Common Stock | 3,168 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001891077-25-000023 · wk-form4_1758750766.xml · nonDerivative · entry 3 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,331 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. F3 · price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. Read SEC document |
| September 15, 2025 Filed Sep 24, 2025 21:52 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
GrantClass A Common Stock | 1,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001891077-25-000023 · wk-form4_1758750766.xml · nonDerivative · entry 2 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,163 F2 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| September 15, 2025 Filed Sep 24, 2025 21:52 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
GrantClass A Common Stock | 13,685 | $1.94 | $26,548.90 |
DisclosureSEC source: 0001891077-25-000023 · wk-form4_1758750766.xml · nonDerivative · entry 1 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,160 F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| September 15, 2025 Filed Sep 24, 2025 21:52 UTC |
Vidal DanielDirector
|
Exercise / conversionLT50 Common Stock · Derivative | 2,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001891862-25-000019 · wk-form4_1758750752.xml · derivative · entry 8 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See note Disclosed balance after: 157,845 Underlying: Class A Common Stock · 2,825 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. 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 |
| September 15, 2025 Filed Sep 24, 2025 21:52 UTC |
Vidal DanielDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 2,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001891862-25-000019 · wk-form4_1758750752.xml · derivative · entry 7 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,205 Underlying: LT50 Common Stock · 2,825 shares Expires 2029-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F8 · derivative.exercise_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, 2025 Filed Sep 24, 2025 21:52 UTC |
Vidal DanielDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 2,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001891862-25-000019 · wk-form4_1758750752.xml · derivative · entry 6 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,205 Underlying: Class A Common Stock · 2,825 shares Expires 2029-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. 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 |
| September 15, 2025 Filed Sep 24, 2025 21:52 UTC |
Vidal DanielDirector
|
Exercise / conversionClass A Common Stock | 2,825 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001891862-25-000019 · wk-form4_1758750752.xml · nonDerivative · entry 3 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 332,398 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. Read SEC document |
| September 15, 2025 Filed Sep 24, 2025 21:52 UTC |
Vidal DanielDirector
|
GrantClass A Common Stock | 14,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001891862-25-000019 · wk-form4_1758750752.xml · nonDerivative · entry 2 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 329,573 F2 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| September 15, 2025 Filed Sep 24, 2025 21:52 UTC |
Vidal DanielDirector
|
GrantClass A Common Stock | 27,431 | $1.94 | $53,216.14 |
DisclosureSEC source: 0001891862-25-000019 · wk-form4_1758750752.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 315,323 F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| September 15, 2025 Filed Sep 24, 2025 21:52 UTC |
Mills Jason FahrDirector
|
Exercise / conversionLT50 Common Stock · Derivative | 3,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001891197-25-000019 · wk-form4_1758750760.xml · derivative · entry 8 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See note Disclosed balance after: 45,855 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. F9 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. 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 |
| September 15, 2025 Filed Sep 24, 2025 21:52 UTC |
Mills Jason FahrDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 3,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001891197-25-000019 · wk-form4_1758750760.xml · derivative · entry 7 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,140 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. F9 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F8 · derivative.exercise_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, 2025 Filed Sep 24, 2025 21:52 UTC |
Mills Jason FahrDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 3,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001891197-25-000019 · wk-form4_1758750760.xml · derivative · entry 6 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,140 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 ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. 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 |
| September 15, 2025 Filed Sep 24, 2025 21:52 UTC |
Mills Jason FahrDirector
|
Exercise / conversionClass A Common Stock | 3,821 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001891197-25-000019 · wk-form4_1758750760.xml · nonDerivative · entry 3 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 433,306 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. Read SEC document |
| September 15, 2025 Filed Sep 24, 2025 21:52 UTC |
Mills Jason FahrDirector
|
GrantClass A Common Stock | 20,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001891197-25-000019 · wk-form4_1758750760.xml · nonDerivative · entry 2 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 429,485 F2 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| September 15, 2025 Filed Sep 24, 2025 21:52 UTC |
Mills Jason FahrDirector
|
GrantClass A Common Stock | 42,947 | $1.94 | $83,317.18 |
DisclosureSEC source: 0001891197-25-000019 · wk-form4_1758750760.xml · nonDerivative · entry 1 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 409,479 F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| September 15, 2025 Filed Sep 24, 2025 21:52 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
Exercise / conversionLT50 Common Stock · Derivative | 3,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001891061-25-000018 · wk-form4_1758750746.xml · derivative · entry 8 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See note Disclosed balance after: 62,760 Underlying: Class A Common Stock · 3,922 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. 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 |
| September 15, 2025 Filed Sep 24, 2025 21:52 UTC |
Schaffer RyanDirector · Chief Financial Officer
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Exercise / conversionRestricted Stock Units · Derivative | 3,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001891061-25-000018 · wk-form4_1758750746.xml · derivative · entry 7 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,760 Underlying: LT50 Common Stock · 3,922 shares Expires 2029-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F8 · derivative.exercise_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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.