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Nasdaq · USD

EXFY

Expensify, Inc.

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Tapewire entity
6208
SEC CIK
0001476840
Parsed reports
375

Last 12 months

Inside the activity.

6 purchase rows · 34 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202512
Dec 2025012
Jan 202601
Feb 202601
Mar 2026512
Apr 202602
May 202602
Jun 202602
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
December 03, 2024 Filed Dec 6, 2024 00:14 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
SaleClass A Common Stock 29,410 $3.40 $99,994.00
Disclosure

SEC source: 0001476840-24-000225 · wk-form4_1733444047.xml · nonDerivative · entry 1

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,941

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.38 to $3.44, 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 sold at each separate price within the ranges set forth in this footnote.

Read SEC document
November 22, 2024 Filed Dec 11, 2024 21:57 UTC
Barrett David MichaelDirector · Chief Executive Officer
Exercise / conversionStock Option · Derivative 473,930 $0.00 Strike: $0.21 $0.00
Disclosure

SEC source: 0001476840-24-000239 · wk-form4_1733954214.xml · derivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 473,930 shares

Expires 2024-11-24

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.

F2 · derivative.exercise_date: The stock option is fully vested and currently exercisable.

Read SEC document
November 22, 2024 Filed Dec 11, 2024 21:57 UTC
Barrett David MichaelDirector · Chief Executive Officer
Exercise / conversionStock Option · Derivative 1,111,710 $0.00 Strike: $0.21 $0.00
Disclosure

SEC source: 0001476840-24-000239 · wk-form4_1733954214.xml · derivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,111,710 shares

Expires 2024-11-24

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.

F2 · derivative.exercise_date: The stock option is fully vested and currently exercisable.

Read SEC document
November 22, 2024 Filed Dec 11, 2024 21:57 UTC
Barrett David MichaelDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 556,607 $3.40 $1,892,463.80
Disclosure

SEC source: 0001476840-24-000239 · wk-form4_1733954214.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,206,484

Read SEC document
November 22, 2024 Filed Dec 11, 2024 21:57 UTC
Barrett David MichaelDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 473,930 $0.21 $99,525.30
Disclosure

SEC source: 0001476840-24-000239 · wk-form4_1733954214.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,763,091

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

Read SEC document
November 22, 2024 Filed Dec 11, 2024 21:57 UTC
Barrett David MichaelDirector · Chief Executive Officer
Exercise / conversionClass A Common Stock 1,111,710 $0.21 $233,459.10
Disclosure

SEC source: 0001476840-24-000239 · wk-form4_1733954214.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,289,161

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

Read SEC document
November 20, 2024 Filed Nov 20, 2024 22:34 UTC
Barrett David MichaelDirector · Chief Executive Officer
SaleClass A Common Stock 15,454 $2.91 $44,971.14
Disclosure

SEC source: 0001476840-24-000223 · wk-form4_1732142040.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 2,378,319

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 $2.83 to $2.96, 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 19, 2024 Filed Nov 19, 2024 23:07 UTC
Barrett David MichaelDirector · Chief Executive Officer
SaleClass A Common Stock 70,000 $2.78 $194,600.00
Disclosure

SEC source: 0001476840-24-000220 · wk-form4_1732057627.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: 2,393,773

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 $2.63 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
November 18, 2024 Filed Nov 19, 2024 23:07 UTC
Barrett David MichaelDirector · Chief Executive Officer
SaleClass A Common Stock 45,094 $2.70 $121,753.80
Disclosure

SEC source: 0001476840-24-000220 · wk-form4_1732057627.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: 2,463,773

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 $2.64 to $2.79, 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 15, 2024 Filed Nov 19, 2024 23:07 UTC
Barrett David MichaelDirector · Chief Executive Officer
SaleClass A Common Stock 58,226 $2.76 $160,703.76
Disclosure

SEC source: 0001476840-24-000220 · wk-form4_1732057627.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: 2,508,867

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 $2.89, 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
November 14, 2024 Filed Nov 19, 2024 23:07 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
SaleClass A Common Stock 5,739 $2.93 $16,815.27
Disclosure

SEC source: 0001476840-24-000221 · wk-form4_1732057638.xml · nonDerivative · entry 1

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,351

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.93 to $2.94, 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 08, 2024 Filed Nov 19, 2024 23:07 UTC
Schaffer RyanDirector · Chief Financial Officer
Exercise / conversionStock Option · Derivative 12,500 $0.00 Strike: $0.97 $0.00
Disclosure

SEC source: 0001476840-24-000219 · wk-form4_1732057617.xml · derivative · entry 3

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 220,283

Underlying: Class A Common Stock · 12,500 shares

Expires 2029-04-11

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

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 29, 2024.

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

Read SEC document
November 08, 2024 Filed Nov 19, 2024 23:07 UTC
Schaffer RyanDirector · Chief Financial Officer
SaleClass A Common Stock 12,500 $2.50 $31,250.00
Disclosure

SEC source: 0001476840-24-000219 · wk-form4_1732057617.xml · nonDerivative · entry 2

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 159,295

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 February 29, 2024.

Read SEC document
November 08, 2024 Filed Nov 19, 2024 23:07 UTC
Schaffer RyanDirector · Chief Financial Officer
Exercise / conversionClass A Common Stock 12,500 $0.97 $12,125.00
Disclosure

SEC source: 0001476840-24-000219 · wk-form4_1732057617.xml · nonDerivative · entry 1

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 171,795

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

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 29, 2024.

Read SEC document
October 05, 2024 Filed Oct 9, 2024 12:53 UTC
Liu YingDirector
GrantClass A Common Stock 2,252 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000210 · wk-form4_1728478392.xml · nonDerivative · entry 1

Liu Ying · CIK 0001891182 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111,918

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

Read SEC document
October 05, 2024 Filed Oct 9, 2024 12:53 UTC GrantClass A Common Stock 5,631 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000209 · wk-form4_1728478382.xml · nonDerivative · entry 1

Christen Timothy L · CIK 0001776003 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 213,256

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

Read SEC document
September 17, 2024 Filed Sep 19, 2024 12:40 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
SaleClass A Common Stock 198 $2.27 $449.46
Disclosure

SEC source: 0001476840-24-000204 · wk-form4_1726749596.xml · nonDerivative · entry 4

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,090

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 $2.23 to $2.33, 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 17, 2024 Filed Sep 19, 2024 12:40 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
GrantClass A Common Stock 438 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000204 · wk-form4_1726749596.xml · nonDerivative · entry 3

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,288

F4 · shares: Shares granted as matched shares pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

Read SEC document
September 17, 2024 Filed Sep 19, 2024 12:39 UTC SaleClass A Common Stock 2,862 $2.27 $6,496.74
Disclosure

SEC source: 0001476840-24-000203 · wk-form4_1726749586.xml · nonDerivative · entry 5

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 318,532

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 $2.23 to $2.33, 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 17, 2024 Filed Sep 19, 2024 12:39 UTC GrantClass A Common Stock 10,503 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000203 · wk-form4_1726749586.xml · nonDerivative · entry 4

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 321,394

F5 · shares: Shares granted as matched shares pursuant to the SPMP.

Read SEC document
September 17, 2024 Filed Sep 19, 2024 12:39 UTC GrantClass A Common Stock 21,897 $2.42 $52,990.74
Disclosure

SEC source: 0001476840-24-000203 · wk-form4_1726749586.xml · nonDerivative · entry 3

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 310,891

F4 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

Read SEC document
September 17, 2024 Filed Sep 19, 2024 12:39 UTC
Vidal DanielDirector
SaleClass A Common Stock 2,520 $2.27 $5,720.40
Disclosure

SEC source: 0001476840-24-000202 · wk-form4_1726749576.xml · nonDerivative · entry 5

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 206,756

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 $2.23 to $2.33, 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 17, 2024 Filed Sep 19, 2024 12:39 UTC
Vidal DanielDirector
GrantClass A Common Stock 8,084 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000202 · wk-form4_1726749576.xml · nonDerivative · entry 4

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 209,276

F5 · shares: Shares granted as matched shares pursuant to the SPMP.

Read SEC document
September 17, 2024 Filed Sep 19, 2024 12:39 UTC
Vidal DanielDirector
GrantClass A Common Stock 14,863 $2.42 $35,968.46
Disclosure

SEC source: 0001476840-24-000202 · wk-form4_1726749576.xml · nonDerivative · entry 3

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 201,192

F4 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

Read SEC document
September 17, 2024 Filed Sep 19, 2024 12:39 UTC
Schaffer RyanDirector · Chief Financial Officer
SaleClass A Common Stock 1,120 $2.27 $2,542.40
Disclosure

SEC source: 0001476840-24-000201 · wk-form4_1726749565.xml · nonDerivative · entry 5

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 159,295

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 $2.23 to $2.33, 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 17, 2024 Filed Sep 19, 2024 12:39 UTC
Schaffer RyanDirector · Chief Financial Officer
GrantClass A Common Stock 3,374 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000201 · wk-form4_1726749565.xml · nonDerivative · entry 4

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 160,415

F5 · shares: Shares granted as matched shares pursuant to the SPMP.

Read SEC document
September 17, 2024 Filed Sep 19, 2024 12:39 UTC
Schaffer RyanDirector · Chief Financial Officer
GrantClass A Common Stock 3,255 $2.42 $7,877.10
Disclosure

SEC source: 0001476840-24-000201 · wk-form4_1726749565.xml · nonDerivative · entry 3

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 157,041

F4 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

Read SEC document
September 17, 2024 Filed Sep 19, 2024 12:39 UTC
Barrett David MichaelDirector · Chief Executive Officer
SaleClass A Common Stock 2,173 $2.27 $4,932.71
Disclosure

SEC source: 0001476840-24-000200 · wk-form4_1726749555.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 177,451

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 $2.23 to $2.33, 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 17, 2024 Filed Sep 19, 2024 12:39 UTC
Barrett David MichaelDirector · Chief Executive Officer
GrantClass A Common Stock 5,804 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000200 · wk-form4_1726749555.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 179,624

F4 · shares: Shares granted as matched shares pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

Read SEC document
September 16, 2024 Filed Sep 19, 2024 12:40 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
SaleClass A Common Stock 2,928 $2.28 $6,675.84
Disclosure

SEC source: 0001476840-24-000204 · wk-form4_1726749596.xml · nonDerivative · entry 2

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,850

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

F3 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.25 to $2.32, 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 16, 2024 Filed Sep 19, 2024 12:39 UTC SaleClass A Common Stock 2,134 $2.28 $4,865.52
Disclosure

SEC source: 0001476840-24-000203 · wk-form4_1726749586.xml · nonDerivative · entry 2

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 288,994

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

F3 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.25 to $2.32, 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 16, 2024 Filed Sep 19, 2024 12:39 UTC
Vidal DanielDirector
SaleClass A Common Stock 1,805 $2.28 $4,115.40
Disclosure

SEC source: 0001476840-24-000202 · wk-form4_1726749576.xml · nonDerivative · entry 2

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 186,329

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

F3 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.25 to $2.32, 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 16, 2024 Filed Sep 19, 2024 12:39 UTC
Schaffer RyanDirector · Chief Financial Officer
SaleClass A Common Stock 2,667 $2.28 $6,080.76
Disclosure

SEC source: 0001476840-24-000201 · wk-form4_1726749565.xml · nonDerivative · entry 2

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 153,786

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

F3 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.25 to $2.32, 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.

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September 16, 2024 Filed Sep 19, 2024 12:39 UTC
Barrett David MichaelDirector · Chief Executive Officer
SaleClass A Common Stock 11,095 $2.28 $25,296.60
Disclosure

SEC source: 0001476840-24-000200 · wk-form4_1726749555.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 173,820

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

F3 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.25 to $2.32, 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 15, 2024 Filed Sep 19, 2024 12:40 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
Exercise / conversionLT50 Common Stock · Derivative 3,168 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000204 · wk-form4_1726749596.xml · derivative · entry 7

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 127,871

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.

F8 · 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_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.

F9 · 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.

F9 · 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.

F10 · 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, 2024 Filed Sep 19, 2024 12:40 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
Exercise / conversionRestricted Stock Units · Derivative 3,168 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000204 · wk-form4_1726749596.xml · derivative · entry 6

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,369

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.

F8 · 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.

F7 · 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
September 15, 2024 Filed Sep 19, 2024 12:40 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
Exercise / conversionRestricted Stock Units · Derivative 3,168 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000204 · wk-form4_1726749596.xml · derivative · entry 5

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,369

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.

F7 · 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
September 15, 2024 Filed Sep 19, 2024 12:40 UTC
Muralidharan AnuradhaDirector · Chief Operating Officer
Exercise / conversionClass A Common Stock 3,168 Not disclosed Not disclosed
Disclosure

SEC source: 0001476840-24-000204 · wk-form4_1726749596.xml · nonDerivative · entry 1

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,778

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
September 15, 2024 Filed Sep 19, 2024 12:39 UTC Exercise / conversionLT50 Common Stock · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000203 · wk-form4_1726749586.xml · derivative · entry 8

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 30,570

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, 2024 Filed Sep 19, 2024 12:39 UTC Exercise / conversionRestricted Stock Units · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000203 · wk-form4_1726749586.xml · derivative · entry 7

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,425

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 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
September 15, 2024 Filed Sep 19, 2024 12:39 UTC Exercise / conversionRestricted Stock Units · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000203 · wk-form4_1726749586.xml · derivative · entry 6

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,425

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.

F8 · 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
September 15, 2024 Filed Sep 19, 2024 12:39 UTC Exercise / conversionClass A Common Stock 3,821 Not disclosed Not disclosed
Disclosure

SEC source: 0001476840-24-000203 · wk-form4_1726749586.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 291,128

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
September 15, 2024 Filed Sep 19, 2024 12:39 UTC
Vidal DanielDirector
Exercise / conversionLT50 Common Stock · Derivative 2,826 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000202 · wk-form4_1726749576.xml · derivative · entry 8

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 146,544

Underlying: Class A Common Stock · 2,826 shares

Expires not disclosed

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

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, 2024 Filed Sep 19, 2024 12:39 UTC
Vidal DanielDirector
Exercise / conversionRestricted Stock Units · Derivative 2,826 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000202 · wk-form4_1726749576.xml · derivative · entry 7

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,506

Underlying: LT50 Common Stock · 2,826 shares

Expires 2029-12-15

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

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 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
September 15, 2024 Filed Sep 19, 2024 12:39 UTC
Vidal DanielDirector
Exercise / conversionRestricted Stock Units · Derivative 2,826 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000202 · wk-form4_1726749576.xml · derivative · entry 6

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,506

Underlying: Class A Common Stock · 2,826 shares

Expires 2029-12-15

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

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.

F8 · 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
September 15, 2024 Filed Sep 19, 2024 12:39 UTC
Vidal DanielDirector
Exercise / conversionClass A Common Stock 2,826 Not disclosed Not disclosed
Disclosure

SEC source: 0001476840-24-000202 · wk-form4_1726749576.xml · nonDerivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 188,134

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
September 15, 2024 Filed Sep 19, 2024 12:39 UTC
Schaffer RyanDirector · Chief Financial Officer
Exercise / conversionLT50 Common Stock · Derivative 3,922 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000201 · wk-form4_1726749565.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: 47,070

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, 2024 Filed Sep 19, 2024 12:39 UTC
Schaffer RyanDirector · Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 3,922 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000201 · wk-form4_1726749565.xml · derivative · entry 7

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 78,450

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 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
September 15, 2024 Filed Sep 19, 2024 12:39 UTC
Schaffer RyanDirector · Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 3,922 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000201 · wk-form4_1726749565.xml · derivative · entry 6

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 78,450

Underlying: Class A 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.

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.

F8 · 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
September 15, 2024 Filed Sep 19, 2024 12:39 UTC
Schaffer RyanDirector · Chief Financial Officer
Exercise / conversionClass A Common Stock 3,922 Not disclosed Not disclosed
Disclosure

SEC source: 0001476840-24-000201 · wk-form4_1726749565.xml · nonDerivative · entry 1

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 156,453

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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.