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 |
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 | 292,770 |
Reported balance
After 2026-05-22 transaction · row 1
1 source rowRow 1 · 2026-05-22 · Grant · Acquired 123,762 · Balance 292,770 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.
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 |
|---|---|---|---|---|---|---|
| May 22, 2026 Filed Jul 7, 2026 21:17 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 123,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001892081-26-000002 · wk-form4_1783459060.xml · nonDerivative · entry 1 Pao Ellen · CIK 0001892081 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 292,770 F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vest on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the next Annual Meeting following the grant date. Each RSU represents a right to receive one share of Class A common stock. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 21:58 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 51,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-25-000087 · wk-form4_1750197508.xml · nonDerivative · entry 1 Pao Ellen · CIK 0001892081 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,008 F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vest on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the next Annual Meeting following the grant date. Each RSU represents a right to receive one share of Class A common stock. Read SEC document |
| June 14, 2024 Filed Jun 19, 2024 01:44 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 76,688 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000106 · wk-form4_1718761472.xml · nonDerivative · entry 1 Pao Ellen · CIK 0001892081 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,778 F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vest on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the next annual meeting of Expensify, Inc. stockholders following the grant date. Each RSU represents a right to receive one share of Class A common stock. Read SEC document |
| October 05, 2023 Filed Oct 11, 2023 01:07 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 2,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000179 · wk-form4_1696986422.xml · nonDerivative · entry 1 Pao Ellen · CIK 0001892081 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,090 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 |
| July 05, 2023 Filed Jul 12, 2023 23:14 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 1,107 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000123 · wf-form4_168920366980233.xml · nonDerivative · entry 1 Pao Ellen · CIK 0001892081 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,975 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 |
| June 21, 2023 Filed Jun 23, 2023 20:35 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 18,577 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000106 · wf-form4_168755249853621.xml · nonDerivative · entry 1 Pao Ellen · CIK 0001892081 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,868 F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vest on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the next annual meeting of Expensify, Inc. stockholders following the grant date. Each RSU represents a right to receive one share of Class A common stock. Read SEC document |
| April 05, 2023 Filed Apr 7, 2023 22:19 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 986 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000053 · wf-form4_168090598061263.xml · nonDerivative · entry 1 Pao Ellen · CIK 0001892081 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,291 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 |
| January 05, 2023 Filed Jan 9, 2023 21:08 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GrantClass A Common Stock | 898 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000004 · wf-form4_167329846577538.xml · nonDerivative · entry 1 Pao Ellen · CIK 0001892081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,305 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, 2022 Filed Oct 6, 2022 23:39 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GrantClass A Common Stock | 481 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000117 · wf-form4_166509958555269.xml · nonDerivative · entry 1 Pao Ellen · CIK 0001892081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,407 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 |
| July 05, 2022 Filed Jul 6, 2022 22:37 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GrantClass A Common Stock | 426 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000079 · wf-form4_165714702612724.xml · nonDerivative · entry 1 Pao Ellen · CIK 0001892081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,926 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 |
| June 22, 2022 Filed Jun 23, 2022 21:15 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GrantClass A Common Stock | 6,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000062 · wf-form4_165601892439183.xml · nonDerivative · entry 1 Pao Ellen · CIK 0001892081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,500 F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vest on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the next Annual Meeting of Shareholders following the grant date. Each RSU represents a right to receive one share of Class A common stock. Read SEC document |
| April 05, 2022 Filed Apr 6, 2022 18:50 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GrantClass A Common Stock | 415 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000021 · wf-form4_164927099944322.xml · nonDerivative · entry 1 Pao Ellen · CIK 0001892081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,779 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 |
| January 05, 2022 Filed Feb 2, 2022 18:55 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GrantClass A Common Stock | 104 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000006 · wf-form4_164382813217028.xml · nonDerivative · entry 1 Pao Ellen · CIK 0001892081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,364 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 |
| November 15, 2021 Filed Dec 8, 2021 01:55 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GrantClass A Common Stock | 9,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-024671 · wf-form4_163892850472649.xml · nonDerivative · entry 1 Pao Ellen · CIK 0001892081 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,260 F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vest in twelve equal quarterly installments beginning on February 15, 2022, subject to the Reporting Person continuing in service on the Issuer's board of directors through such vesting date. Each RSU represents a contingent right to receive one share 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.