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 |
|---|---|---|---|---|---|---|
| June 15, 2025 Filed Jun 19, 2025 00:49 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 3,169 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-25-000095 · wk-form4_1750294171.xml · derivative · entry 6 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,863 Underlying: LT50 Common Stock · 3,169 shares Expires 2029-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F6 · derivative.exercise_date: The RSUs vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th. Read SEC document |
| June 15, 2025 Filed Jun 19, 2025 00:49 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 3,169 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-25-000095 · wk-form4_1750294171.xml · derivative · entry 5 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,863 Underlying: Class A Common Stock · 3,169 shares Expires 2029-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. F6 · derivative.exercise_date: The RSUs vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th. Read SEC document |
| June 15, 2025 Filed Jun 19, 2025 00:49 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
Exercise / conversionClass A Common Stock | 3,169 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-25-000095 · wk-form4_1750294171.xml · nonDerivative · entry 3 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,560 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 |
| June 13, 2025 Filed Jun 17, 2025 21:58 UTC |
Liu YingDirector
|
GrantClass A Common Stock | 51,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-25-000089 · wk-form4_1750197528.xml · nonDerivative · entry 1 Liu Ying · CIK 0001891182 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,079 F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vest on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the next Annual Meeting following the grant date. Each RSU represents a right to receive one share of Class A common stock. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 21:58 UTC |
Christen Timothy LDirector
|
GrantClass A Common Stock | 51,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-25-000088 · wk-form4_1750197518.xml · nonDerivative · entry 1 Christen Timothy L · CIK 0001776003 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 249,754 F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vest on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the next Annual Meeting following the grant date. Each RSU represents a right to receive one share of Class A common stock. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 21:58 UTC |
Pao EllenDirector
|
GrantClass A Common Stock | 51,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-25-000087 · wk-form4_1750197508.xml · nonDerivative · entry 1 Pao Ellen · CIK 0001892081 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,008 F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vest on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the next Annual Meeting following the grant date. Each RSU represents a right to receive one share of Class A common stock. Read SEC document |
| June 13, 2025 Filed Jun 19, 2025 00:50 UTC |
Mills Jason FahrDirector
|
GrantClass A Common Stock | 17,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-25-000099 · wk-form4_1750294211.xml · nonDerivative · entry 2 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 364,431 F2 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| June 13, 2025 Filed Jun 19, 2025 00:50 UTC |
Mills Jason FahrDirector
|
GrantClass A Common Stock | 36,486 | $2.29 | $83,552.94 |
DisclosureSEC source: 0001476840-25-000099 · wk-form4_1750294211.xml · nonDerivative · entry 1 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 347,348 F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| June 13, 2025 Filed Jun 19, 2025 00:50 UTC |
Vidal DanielDirector
|
GrantClass A Common Stock | 12,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-25-000098 · wk-form4_1750294202.xml · nonDerivative · entry 2 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 296,345 F2 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| June 13, 2025 Filed Jun 19, 2025 00:50 UTC |
Vidal DanielDirector
|
GrantClass A Common Stock | 22,316 | $2.29 | $51,103.64 |
DisclosureSEC source: 0001476840-25-000098 · wk-form4_1750294202.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 284,030 F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| June 13, 2025 Filed Jun 19, 2025 00:49 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
GrantClass A Common Stock | 5,382 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-25-000097 · wk-form4_1750294192.xml · nonDerivative · entry 2 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,958 F2 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| June 13, 2025 Filed Jun 19, 2025 00:49 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
GrantClass A Common Stock | 8,428 | $2.29 | $19,300.12 |
DisclosureSEC source: 0001476840-25-000097 · wk-form4_1750294192.xml · nonDerivative · entry 1 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,576 F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| June 13, 2025 Filed Jun 19, 2025 00:49 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
GrantClass A Common Stock | 6,304 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-25-000096 · wk-form4_1750294181.xml · nonDerivative · entry 1 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198,460 F1 · shares: Shares granted under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| June 13, 2025 Filed Jun 19, 2025 00:49 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
GrantClass A Common Stock | 1,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-25-000095 · wk-form4_1750294171.xml · nonDerivative · entry 2 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,391 F2 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| June 13, 2025 Filed Jun 19, 2025 00:49 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
GrantClass A Common Stock | 11,605 | $2.29 | $26,575.45 |
DisclosureSEC source: 0001476840-25-000095 · wk-form4_1750294171.xml · nonDerivative · entry 1 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,069 F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| May 30, 2025 Filed Jun 5, 2025 23:48 UTC |
Mills Jason FahrDirector
|
SaleClass A Common Stock | 821 | $2.22 | $1,822.62 |
DisclosureSEC source: 0001476840-25-000080 · wk-form4_1749167204.xml · nonDerivative · entry 2 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 310,862 F2 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. F3 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.17 to $2.26, 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 |
| May 30, 2025 Filed Jun 5, 2025 20:41 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
SaleClass A Common Stock | 90 | $2.22 | $199.80 |
DisclosureSEC source: 0001476840-25-000078 · wk-form4_1749155843.xml · nonDerivative · entry 2 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,464 F2 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. F3 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.17 to $2.26, 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 |
| May 30, 2025 Filed Jun 5, 2025 20:31 UTC |
Vidal DanielDirector
|
SaleClass A Common Stock | 909 | $2.22 | $2,017.98 |
DisclosureSEC source: 0001476840-25-000076 · wk-form4_1749155366.xml · nonDerivative · entry 2 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 261,714 F2 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. F3 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.17 to $2.26, 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 |
| May 30, 2025 Filed Jun 5, 2025 20:24 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
SaleClass A Common Stock | 716 | $2.22 | $1,589.52 |
DisclosureSEC source: 0001476840-25-000074 · wk-form4_1749154861.xml · nonDerivative · entry 2 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,148 F2 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. F3 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.17 to $2.26, 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 |
| May 29, 2025 Filed Jun 5, 2025 23:48 UTC |
Mills Jason FahrDirector
|
GrantClass A Common Stock | 3,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-25-000080 · wk-form4_1749167204.xml · nonDerivative · entry 1 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 311,683 F1 · shares: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| May 29, 2025 Filed Jun 5, 2025 20:41 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
GrantClass A Common Stock | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-25-000078 · wk-form4_1749155843.xml · nonDerivative · entry 1 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,554 F1 · shares: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| May 29, 2025 Filed Jun 5, 2025 20:31 UTC |
Vidal DanielDirector
|
GrantClass A Common Stock | 3,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-25-000076 · wk-form4_1749155366.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 262,623 F1 · shares: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| May 29, 2025 Filed Jun 5, 2025 20:24 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
GrantClass A Common Stock | 1,973 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-25-000074 · wk-form4_1749154861.xml · nonDerivative · entry 1 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,864 F1 · shares: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| May 15, 2025 Filed May 20, 2025 22:41 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 30,000 | $2.35 | $70,500.00 |
DisclosureSEC source: 0001476840-25-000072 · wk-form4_1747780867.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: 1,558,480 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 August 15, 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 $2.31 to $2.39, 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 |
| April 23, 2025 Filed Apr 23, 2025 22:13 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 22,873 | $2.84 | $64,959.32 |
DisclosureSEC source: 0001476840-25-000042 · wk-form4_1745446395.xml · nonDerivative · entry 3 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 1,588,480 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 August 15, 2024. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.78 to $2.89, 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 |
| April 22, 2025 Filed Apr 23, 2025 22:13 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 22,992 | $2.79 | $64,147.68 |
DisclosureSEC source: 0001476840-25-000042 · wk-form4_1745446395.xml · nonDerivative · entry 2 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 1,611,353 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 August 15, 2024. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.76 to $2.84, 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 |
| April 21, 2025 Filed Apr 23, 2025 22:13 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 39,399 | $2.75 | $108,347.25 |
DisclosureSEC source: 0001476840-25-000042 · wk-form4_1745446395.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: 1,634,345 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 August 15, 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 $2.70 to $2.83, 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 |
| April 17, 2025 Filed Apr 17, 2025 20:26 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 32,079 | $2.79 | $89,500.41 |
DisclosureSEC source: 0001476840-25-000040 · wk-form4_1744921604.xml · nonDerivative · entry 3 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 1,673,744 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 August 15, 2024. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.75 to $2.84, 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 |
| April 16, 2025 Filed Apr 17, 2025 20:26 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 22,767 | $2.70 | $61,470.90 |
DisclosureSEC source: 0001476840-25-000040 · wk-form4_1744921604.xml · nonDerivative · entry 2 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 1,705,823 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 August 15, 2024. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.65 to $2.78, 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 |
| April 15, 2025 Filed Apr 17, 2025 20:26 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 25,686 | $2.83 | $72,691.38 |
DisclosureSEC source: 0001476840-25-000040 · wk-form4_1744921604.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: 1,728,590 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 August 15, 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 $2.72 to $2.87, 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 |
| April 05, 2025 Filed Apr 8, 2025 21:43 UTC |
Liu YingDirector
|
GrantClass A Common Stock | 1,515 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-25-000038 · wk-form4_1744148616.xml · nonDerivative · entry 1 Liu Ying · CIK 0001891182 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,849 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 |
| March 28, 2025 Filed Mar 31, 2025 22:06 UTC |
Vidal DanielDirector
|
SaleClass A Common Stock | 9,000 | $3.15 | $28,350.00 |
DisclosureSEC source: 0001476840-25-000036 · wk-form4_1743458781.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 232,428 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 $3.09 to $3.23, 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 |
| March 21, 2025 Filed Mar 24, 2025 21:50 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 2,900 | $3.20 | $9,280.00 |
DisclosureSEC source: 0001476840-25-000034 · wk-form4_1742853026.xml · nonDerivative · entry 2 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 1,754,276 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 August 15, 2024. 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 |
| March 20, 2025 Filed Mar 24, 2025 21:50 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 51,055 | $3.28 | $167,460.40 |
DisclosureSEC source: 0001476840-25-000034 · wk-form4_1742853026.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: 1,757,176 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 August 15, 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 $3.22 to $3.36, 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 |
| March 20, 2025 Filed Apr 24, 2025 21:06 UTC |
Mills Jason FahrDirector
|
SaleClass A Common Stock | 3,774 | $3.27 | $12,340.98 |
DisclosureSEC source: 0001476840-25-000060 · wk-form4_1745528801.xml · nonDerivative · entry 5 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 308,358 F6 · 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. 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 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 $3.22 to $3.33, 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 |
| March 20, 2025 Filed Apr 24, 2025 21:06 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
SaleClass A Common Stock | 143 | $3.27 | $467.61 |
DisclosureSEC source: 0001476840-25-000058 · wk-form4_1745528778.xml · nonDerivative · entry 4 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,334 F5 · 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. 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 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 $3.22 to $3.33, 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 |
| March 20, 2025 Filed Apr 24, 2025 21:06 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
SaleClass A Common Stock | 1,474 | $3.27 | $4,819.98 |
DisclosureSEC source: 0001476840-25-000059 · wk-form4_1745528789.xml · nonDerivative · entry 5 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,891 F6 · 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. 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 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 $3.22 to $3.33, 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 |
| March 20, 2025 Filed Apr 24, 2025 21:06 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 2,411 | $3.27 | $7,883.97 |
DisclosureSEC source: 0001476840-25-000056 · wk-form4_1745528757.xml · nonDerivative · entry 4 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 192,156 F5 · 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. 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 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 $3.22 to $3.33, 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 |
| March 20, 2025 Filed Apr 24, 2025 21:06 UTC |
Vidal DanielDirector
|
SaleClass A Common Stock | 3,193 | $3.27 | $10,441.11 |
DisclosureSEC source: 0001476840-25-000057 · wk-form4_1745528767.xml · nonDerivative · entry 5 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 259,403 F6 · 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. 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 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 $3.22 to $3.33, 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 |
| March 19, 2025 Filed Mar 19, 2025 21:24 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 37,001 | $3.27 | $120,993.27 |
DisclosureSEC source: 0001476840-25-000032 · wk-form4_1742419444.xml · nonDerivative · entry 3 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 1,808,231 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 August 15, 2024. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.21 to $3.38, 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 |
| March 19, 2025 Filed Apr 24, 2025 21:06 UTC |
Mills Jason FahrDirector
|
SaleClass A Common Stock | 1,996 | $3.31 | $6,606.76 |
DisclosureSEC source: 0001476840-25-000060 · wk-form4_1745528801.xml · nonDerivative · entry 4 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 312,132 F4 · 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. 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 upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $3.21 to $3.38, 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 |
| March 19, 2025 Filed Apr 24, 2025 21:06 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
SaleClass A Common Stock | 2,738 | $3.31 | $9,062.78 |
DisclosureSEC source: 0001476840-25-000058 · wk-form4_1745528778.xml · nonDerivative · entry 3 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,477 F3 · 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. F4 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $3.21 to $3.38, 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 |
| March 19, 2025 Filed Apr 24, 2025 21:06 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
SaleClass A Common Stock | 2,494 | $3.31 | $8,255.14 |
DisclosureSEC source: 0001476840-25-000059 · wk-form4_1745528789.xml · nonDerivative · entry 4 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,365 F4 · 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. 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 upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $3.21 to $3.38, 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 |
| March 19, 2025 Filed Apr 24, 2025 21:06 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 11,303 | $3.31 | $37,412.93 |
DisclosureSEC source: 0001476840-25-000056 · wk-form4_1745528757.xml · nonDerivative · entry 3 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 194,567 F3 · 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. F4 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $3.21 to $3.38, 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 |
| March 19, 2025 Filed Apr 24, 2025 21:06 UTC |
Vidal DanielDirector
|
SaleClass A Common Stock | 1,674 | $3.31 | $5,540.94 |
DisclosureSEC source: 0001476840-25-000057 · wk-form4_1745528767.xml · nonDerivative · entry 4 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 262,596 F4 · 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. 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 upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $3.21 to $3.38, 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 |
| March 18, 2025 Filed Mar 19, 2025 21:24 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 44,716 | $3.33 | $148,904.28 |
DisclosureSEC source: 0001476840-25-000032 · wk-form4_1742419444.xml · nonDerivative · entry 2 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 1,845,232 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 August 15, 2024. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.22 to $3.40, 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 |
| March 17, 2025 Filed Mar 19, 2025 21:24 UTC |
Barrett David MichaelDirector · Chief Executive Officer
|
SaleClass A Common Stock | 27,331 | $3.36 | $91,832.16 |
DisclosureSEC source: 0001476840-25-000032 · wk-form4_1742419444.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: 1,889,948 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 August 15, 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 $3.33 to $3.42, 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 |
| March 17, 2025 Filed Apr 24, 2025 21:06 UTC |
Mills Jason FahrDirector
|
GrantClass A Common Stock | 14,339 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-25-000060 · wk-form4_1745528801.xml · nonDerivative · entry 3 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 314,128 F3 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| March 17, 2025 Filed Apr 24, 2025 21:06 UTC |
Muralidharan AnuradhaDirector · Chief Operating Officer
|
GrantClass A Common Stock | 328 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-25-000058 · wk-form4_1745528778.xml · nonDerivative · entry 2 Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,215 F2 · shares: Shares granted as matched shares pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| March 17, 2025 Filed Apr 24, 2025 21:06 UTC |
Schaffer RyanDirector · Chief Financial Officer
|
GrantClass A Common Stock | 4,598 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-25-000059 · wk-form4_1745528789.xml · nonDerivative · entry 3 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,859 F3 · shares: Shares granted as matched shares pursuant to the SPMP. 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.