EXFY

SEC source: 0001476840-24-000200 · wk-form4_1726749555.xml · derivative · entry 8

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 173,558

Underlying: Class A Common Stock · 14,464 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.

SEC source: 0001476840-24-000200 · wk-form4_1726749555.xml · derivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 289,262

Underlying: LT50 Common Stock · 14,464 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.

SEC source: 0001476840-24-000200 · wk-form4_1726749555.xml · derivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 289,262

Underlying: Class A Common Stock · 14,464 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.

SEC source: 0001476840-24-000200 · wk-form4_1726749555.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 184,915

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.

SEC source: 0001476840-24-000194 · wk-form4_1726609520.xml · nonDerivative · entry 1

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,610

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.21 to $2.27, 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.

SEC source: 0001476840-24-000191 · wk-form4_1725568277.xml · derivative · entry 3

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 232,783

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.

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

SEC source: 0001476840-24-000191 · wk-form4_1725568277.xml · nonDerivative · entry 2

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 152,531

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 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.21 to $2.44, 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.

SEC source: 0001476840-24-000191 · wk-form4_1725568277.xml · nonDerivative · entry 1

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 165,031

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.

SEC source: 0001476840-24-000185 · wk-form4_1725060615.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: 2,567,093

F1 · 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.

SEC source: 0001476840-24-000183 · wk-form4_1725048893.xml · nonDerivative · entry 2

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,610

F2 · kind: Shares were sold solely to cover taxes for shares awarded under the SPMP.

F3 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares awarded under the SPMP for certain employees of the Issuer.

F4 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.18 to $2.26, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

SEC source: 0001476840-24-000183 · wk-form4_1725048893.xml · nonDerivative · entry 1

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,790

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

SEC source: 0001476840-24-000182 · wk-form4_1725048882.xml · nonDerivative · entry 2

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 152,531

F2 · kind: Shares were sold solely to cover taxes for shares awarded under the SPMP.

F3 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares awarded under the SPMP for certain employees of the Issuer.

F4 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.18 to $2.26, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

SEC source: 0001476840-24-000182 · wk-form4_1725048882.xml · nonDerivative · entry 1

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 156,615

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

SEC source: 0001476840-24-000181 · wk-form4_1725048872.xml · nonDerivative · entry 2

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 287,307

F2 · kind: Shares were sold solely to cover taxes for shares awarded under the SPMP.

F3 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares awarded under the SPMP for certain employees of the Issuer.

F4 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.18 to $2.26, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

SEC source: 0001476840-24-000181 · wk-form4_1725048872.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 292,804

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

SEC source: 0001476840-24-000180 · wk-form4_1725048862.xml · nonDerivative · entry 2

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 185,308

F2 · kind: Shares were sold solely to cover taxes for shares awarded under the SPMP.

F3 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares awarded under the SPMP for certain employees of the Issuer.

F4 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.18 to $2.26, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

SEC source: 0001476840-24-000180 · wk-form4_1725048862.xml · nonDerivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 189,270

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

SEC source: 0001476840-24-000175 · wk-form4_1724246279.xml · nonDerivative · entry 1

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,224

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.34 to $2.37, 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.

SEC source: 0001476840-24-000163 · wk-form4_1723842081.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: 3,213,031

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.07 to $2.30, 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.

SEC source: 0001476840-24-000163 · wk-form4_1723842081.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: 3,224,701

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.99 to $2.37, 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.

SEC source: 0001476840-24-000161 · wk-form4_1723234809.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: 3,235,904

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.75 to $2.17, 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.

SEC source: 0001476840-24-000161 · wk-form4_1723234809.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: 3,248,705

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.51 to $1.54, 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.

SEC source: 0001476840-24-000161 · wk-form4_1723234809.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: 3,264,870

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.51 to $1.53, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

F3 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee.

SEC source: 0001476840-24-000154 · wk-form4_1723153242.xml · nonDerivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Indirect · See note

Disclosed balance after: 3,281,130

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023.

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.50 to $1.55, 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.

SEC source: 0001476840-24-000171 · wk-form4_1724098358.xml · nonDerivative · entry 1

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,224

F1 · kind: This transaction represents the surrendering of certain Matching Shares, as defined in the Issuer's 2021 Stock Purchase and Matching Plan ("SPMP"), to the Issuer to correct an inadvertent clerical error which resulted in the Reporting Person receiving an excess of SPMP Matching Shares for the purchase period ending June 15, 2024.

SEC source: 0001476840-24-000170 · wk-form4_1724098347.xml · nonDerivative · entry 1

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 143,870

F1 · kind: This transaction represents the surrendering of certain Matching Shares, as defined in the Issuer's 2021 Stock Purchase and Matching Plan ("SPMP"), to the Issuer to correct an inadvertent clerical error which resulted in the Reporting Person receiving an excess of SPMP Matching Shares for the purchase period ending June 15, 2024.

SEC source: 0001476840-24-000169 · wk-form4_1724098336.xml · nonDerivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 176,107

F1 · kind: This transaction represents the surrendering of certain Matching Shares, as defined in the Issuer's 2021 Stock Purchase and Matching Plan ("SPMP"), to the Issuer to correct an inadvertent clerical error which resulted in the Reporting Person receiving an excess of SPMP Matching Shares for the purchase period ending June 15, 2024.

SEC source: 0001476840-24-000154 · wk-form4_1723153242.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: 3,297,315

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.45 to $1.54, 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.

SEC source: 0001476840-24-000173 · wk-form4_1724098380.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 271,911

F1 · kind: This transaction represents the surrendering of certain Matching Shares, as defined in the Issuer's 2021 Stock Purchase and Matching Plan ("SPMP"), to the Issuer to correct an inadvertent clerical error which resulted in the Reporting Person receiving an excess of SPMP Matching Shares for the purchase period ending June 15, 2024.

SEC source: 0001476840-24-000172 · wk-form4_1724098370.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 170,451

F1 · kind: This transaction represents the surrendering of certain Matching Shares, as defined in the Issuer's 2021 Stock Purchase and Matching Plan ("SPMP"), to the Issuer to correct an inadvertent clerical error which resulted in the Reporting Person receiving an excess of SPMP Matching Shares for the purchase period ending June 15, 2024.

SEC source: 0001476840-24-000154 · wk-form4_1723153242.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: 3,313,645

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.59 to $1.66, 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.

SEC source: 0001476840-24-000146 · wk-form4_1722990858.xml · nonDerivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 176,649

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 September 14, 2022, as amended on December 15, 2023.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.77 to $1.85, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

SEC source: 0001476840-24-000154 · wk-form4_1723153242.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: 3,329,120

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.77 to $1.85, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

F3 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee.

SEC source: 0001476840-24-000144 · wk-form4_1722462268.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: 3,342,995

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.83 to $1.87, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

F3 · ownership.nature: By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee.

SEC source: 0001476840-24-000144 · wk-form4_1722462268.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: 3,344,495

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.90 to $1.96, 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.

SEC source: 0001476840-24-000144 · wk-form4_1722462268.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: 3,345,995

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.88 to $1.97, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

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.

SEC source: 0001476840-24-000142 · wk-form4_1722289137.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: 3,355,989

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.91 to $1.95, 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.

SEC source: 0001476840-24-000142 · wk-form4_1722289137.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: 3,369,129

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.87 to $1.93, 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.

SEC source: 0001476840-24-000142 · wk-form4_1722289137.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: 3,382,429

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.95 to $2.02, 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.

SEC source: 0001476840-24-000140 · wk-form4_1721779739.xml · nonDerivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Indirect · See note

Disclosed balance after: 3,395,279

F1 · kind: These transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023. No other transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan.

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.96 to $2.00, 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.

SEC source: 0001476840-24-000140 · wk-form4_1721779739.xml · derivative · entry 6

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

10b5-1 filing: Plan reported

Ownership: Indirect · See note

Disclosed balance after: 372,919

Underlying: Class A Common Stock · 1,741,917 shares

Expires not disclosed

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

F7 · derivative.exercise_price: The LT10 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 10 months. The LT10 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F7 · derivative.exercise_date: The LT10 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 10 months. The LT10 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F7 · derivative.expiration_date: The LT10 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 10 months. The LT10 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.

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.

F8 · 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.

SEC source: 0001476840-24-000140 · wk-form4_1721779739.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: 3,408,114

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

F5 · price: LT10 Common Stock converted into Class A Common Stock on a one-for-one basis.

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.

SEC source: 0001476840-24-000140 · wk-form4_1721779739.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Indirect · See note

Disclosed balance after: 1,666,197

F1 · kind: These transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023. No other transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.83 to $1.92, 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.

SEC source: 0001476840-24-000140 · wk-form4_1721779739.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Indirect · See note

Disclosed balance after: 1,679,757

F1 · kind: These transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023. No other transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.87 to $1.93, 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.

SEC source: 0001476840-24-000138 · wk-form4_1721339506.xml · nonDerivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Indirect · See note

Disclosed balance after: 1,693,107

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023.

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.07 to $2.14, 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.

SEC source: 0001476840-24-000138 · wk-form4_1721339506.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Indirect · See note

Disclosed balance after: 1,705,322

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.03 to $2.15, 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.

SEC source: 0001476840-24-000138 · wk-form4_1721339506.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Indirect · See note

Disclosed balance after: 1,717,707

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.06 to $2.15, 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.

SEC source: 0001476840-24-000138 · wk-form4_1721339506.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Indirect · See note

Disclosed balance after: 1,729,947

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.17 to $2.29, 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.

SEC source: 0001476840-24-000136 · wk-form4_1721077459.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Indirect · See note

Disclosed balance after: 1,741,417

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.19 to $2.27, 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.

SEC source: 0001476840-24-000136 · wk-form4_1721077459.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Indirect · See note

Disclosed balance after: 1,752,967

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2023.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.95 to $2.04, 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.