Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Expensify, Inc.EXFY · Entity 6208 | Director | May 22, 2026 | July 07, 2026 |
| Mayville Engineering Company, Inc.MEC · Entity 5472 | Director | April 21, 2026 | April 23, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Expensify, Inc.
Report date May 22, 2026 · Filed July 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 413,516 |
Reported balance
After 2026-05-22 transaction · row 1
1 source rowRow 1 · 2026-05-22 · Grant · Acquired 123,762 · Balance 413,516 F1: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vest on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the next Annual Meeting following the grant date. Each RSU represents a right to receive one share of Class A common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vest on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the next Annual Meeting following the grant date. Each RSU represents a right to receive one share of Class A common stock.
Mayville Engineering Company, Inc.
Report date April 21, 2026 · Filed April 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 153,804 |
Reported balance
After 2026-04-21 transaction · row 1
1 source rowRow 1 · 2026-04-21 · Exercise / conversion · Acquired 12,397 · Balance 153,804 |
| Director Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-04-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-21 · Exercise / conversion · Disposed 12,397 · Balance 0 F1: The restricted stock units vested 100% one year from the grant date. |
| Director Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 7,150 |
Reported balance
After 2026-04-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-21 · Grant · Acquired 7,150 · Balance 7,150 F2: The restricted stock units will vest 100% at the earlier of one year or the next annual shareholder meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units vested 100% one year from the grant date.
F2: The restricted stock units will vest 100% at the earlier of one year or the next annual shareholder meeting.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 10, 2020 Filed Mar 11, 2020 20:30 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | PurchaseCommon Stock | 10,000 | $6.31 | $63,097.00 |
DisclosureSEC source: 0001567619-20-006091 · doc1.xml · nonDerivative · entry 1 Christen Timothy L · CIK 0001776003 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,000 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $6.16 to $6.50. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares purchased at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 23:06 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | PurchaseCommon Stock | 8,000 | $7.40 | $59,183.20 |
DisclosureSEC source: 0001567619-20-005496 · doc1.xml · nonDerivative · entry 1 Christen Timothy L · CIK 0001776003 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,000 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $7.34 to $7.50. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares purchased at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| October 30, 2019 Filed Oct 31, 2019 21:43 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | PurchaseCommon Stock | 12,500 | $8.94 | $111,797.50 |
DisclosureSEC source: 0001567619-19-020249 · doc1.xml · nonDerivative · entry 1 Christen Timothy L · CIK 0001776003 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $8.80 to $9.00. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares purchased at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| June 12, 2019 Filed Jun 14, 2019 20:01 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | PurchaseCommon Stock | 7,500 | $12.92 | $96,900.00 |
DisclosureSEC source: 0001567619-19-013394 · doc1.xml · nonDerivative · entry 1 Christen Timothy L · CIK 0001776003 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Read SEC document |
| May 13, 2019 Filed May 15, 2019 20:20 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | GrantDirector Restricted Stock Units · Derivative | 5,883 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-011222 · doc1.xml · derivative · entry 2 Christen Timothy L · CIK 0001776003 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,883 Underlying: Common Stock · 5,883 shares Expires not disclosed F1 · derivative.exercise_date: The restricted stock units will vest 100% on May 8, 2020. F1 · derivative.expiration_date: The restricted stock units will vest 100% on May 8, 2020. Read SEC document |
| May 13, 2019 Filed May 15, 2019 20:20 UTC | Mayville Engineering Company, Inc. MEC · Entity 5472 | PurchaseCommon Stock | 5,000 | $17.00 | $85,000.00 |
DisclosureSEC source: 0001567619-19-011222 · doc1.xml · nonDerivative · entry 1 Christen Timothy L · CIK 0001776003 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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.