Last 12 months
Inside the activity.
6 purchase rows · 34 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 1 | 2 |
| Dec 2025 | 0 | 12 |
| Jan 2026 | 0 | 1 |
| Feb 2026 | 0 | 1 |
| Mar 2026 | 5 | 12 |
| Apr 2026 | 0 | 2 |
| May 2026 | 0 | 2 |
| Jun 2026 | 0 | 2 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Christen Timothy LDirector
|
GrantClass A Common Stock | 5,631 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Mills Jason FahrDirector
|
SaleClass A Common Stock | 2,862 | $2.27 | $6,496.74 |
DisclosureSEC 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 |
Mills Jason FahrDirector
|
GrantClass A Common Stock | 10,503 | $0.00 | $0.00 |
DisclosureSEC 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 |
Mills Jason FahrDirector
|
GrantClass A Common Stock | 21,897 | $2.42 | $52,990.74 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Mills Jason FahrDirector
|
SaleClass A Common Stock | 2,134 | $2.28 | $4,865.52 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Mills Jason FahrDirector
|
Exercise / conversionLT50 Common Stock · Derivative | 3,821 | $0.00 | $0.00 |
DisclosureSEC 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 |
Mills Jason FahrDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 3,821 | $0.00 | $0.00 |
DisclosureSEC 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 |
Mills Jason FahrDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 3,821 | $0.00 | $0.00 |
DisclosureSEC 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 |
Mills Jason FahrDirector
|
Exercise / conversionClass A Common Stock | 3,821 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.