Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Expensify, Inc.EXFY · Entity 6208 | Director · Chief Executive Officer | June 23, 2026 | June 26, 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 June 23, 2026 · Filed June 26, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $1.75 · Expires 2031-06-23 | Direct | 63,694 |
Reported balance
After 2026-06-23 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-06-23 · Grant · Acquired 63,694 · Balance 63,694 F1: The stock option, aggregated with the stock option expiring 6/23/2036 reported herein, vests in 16 equal quarterly installments, deemed to have begun on April 12, 2025. This stock option is fully vested and currently exercisable. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $1.75 · Expires 2036-06-23 | Direct | 2,031,280 |
Reported balance
After 2026-06-23 transaction · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · 2026-06-23 · Grant · Acquired 2,031,280 · Balance 2,031,280 F2: The stock option, aggregated with the stock option expiring 6/23/2031 reported herein, vests in 16 equal quarterly installments, deemed to have begun on April 12, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock option, aggregated with the stock option expiring 6/23/2036 reported herein, vests in 16 equal quarterly installments, deemed to have begun on April 12, 2025. This stock option is fully vested and currently exercisable.
F2: The stock option, aggregated with the stock option expiring 6/23/2031 reported herein, vests in 16 equal quarterly installments, deemed to have begun on April 12, 2025.
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 |
|---|---|---|---|---|---|---|
| June 14, 2024 Filed Jun 19, 2024 01:44 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 1 | $1.35 | $1.35 |
DisclosureSEC source: 0001476840-24-000107 · wk-form4_1718761482.xml · nonDerivative · entry 3 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 133,669 F5 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| June 14, 2024 Filed Jun 19, 2024 01:44 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 17,740 | $1.38 | $24,481.20 |
DisclosureSEC source: 0001476840-24-000107 · wk-form4_1718761482.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: 2,044,497 F3 · 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 $1.35 to $1.42, 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. F2 · 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 |
| June 14, 2024 Filed Jun 19, 2024 01:44 UTC | Expensify, Inc. EXFY · Entity 6208 | ConversionClass A Common Stock | 1,485,230 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-24-000107 · wk-form4_1718761482.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: 2,062,237 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: LT10 Common Stock converted into Class A Common Stock on a one-for-one basis. F2 · 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 |
| June 13, 2024 Filed Jun 13, 2024 21:28 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 18,500 | $1.40 | $25,900.00 |
DisclosureSEC source: 0001476840-24-000095 · wk-form4_1718314112.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: 577,007 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 $1.37 to $1.44, 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. 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 |
| June 12, 2024 Filed Jun 13, 2024 21:28 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 16,970 | $1.45 | $24,606.50 |
DisclosureSEC source: 0001476840-24-000095 · wk-form4_1718314112.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: 595,507 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 $1.42 to $1.50, 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 |
| June 11, 2024 Filed Jun 13, 2024 21:28 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 17,496 | $1.40 | $24,494.40 |
DisclosureSEC source: 0001476840-24-000095 · wk-form4_1718314112.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: 612,477 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 $1.37 to $1.44, 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. 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 |
| June 10, 2024 Filed Jun 10, 2024 21:35 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 17,110 | $1.44 | $24,638.40 |
DisclosureSEC source: 0001476840-24-000093 · wk-form4_1718055287.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: 629,973 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 $1.41 to $1.47, 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 |
| June 07, 2024 Filed Jun 10, 2024 21:35 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 16,780 | $1.47 | $24,666.60 |
DisclosureSEC source: 0001476840-24-000093 · wk-form4_1718055287.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: 647,083 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 $1.43 to $1.51, 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 |
| June 06, 2024 Filed Jun 10, 2024 21:35 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 17,094 | $1.44 | $24,615.36 |
DisclosureSEC source: 0001476840-24-000093 · wk-form4_1718055287.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: 663,863 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 $1.40 to $1.46, 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 |
| June 05, 2024 Filed Jun 5, 2024 21:51 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 17,060 | $1.44 | $24,566.40 |
DisclosureSEC source: 0001476840-24-000081 · wk-form4_1717624304.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: 680,957 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 $1.41 to $1.46, 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 |
| June 04, 2024 Filed Jun 5, 2024 21:51 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 16,845 | $1.46 | $24,593.70 |
DisclosureSEC source: 0001476840-24-000081 · wk-form4_1717624304.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: 698,017 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 $1.44 to $1.50, 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 |
| June 03, 2024 Filed Jun 5, 2024 21:51 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 16,910 | $1.46 | $24,688.60 |
DisclosureSEC source: 0001476840-24-000081 · wk-form4_1717624304.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: 714,862 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 $1.43 to $1.51, 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 |
| May 31, 2024 Filed May 31, 2024 19:30 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 1,500 | $1.53 | $2,295.00 |
DisclosureSEC source: 0001476840-24-000077 · wk-form4_1717183805.xml · nonDerivative · entry 6 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 731,772 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. F8 · 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 $1.56, 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 |
| May 30, 2024 Filed May 31, 2024 19:30 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 1,500 | $1.63 | $2,445.00 |
DisclosureSEC source: 0001476840-24-000077 · wk-form4_1717183805.xml · nonDerivative · entry 5 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 733,272 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. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.62 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. Read SEC document |
| May 29, 2024 Filed May 31, 2024 19:30 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 11,230 | $1.65 | $18,529.50 |
DisclosureSEC source: 0001476840-24-000077 · wk-form4_1717183805.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: 734,772 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 $1.63 to $1.72, 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 |
| May 28, 2024 Filed May 31, 2024 19:30 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 14,390 | $1.74 | $25,038.60 |
DisclosureSEC source: 0001476840-24-000077 · wk-form4_1717183805.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: 746,002 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 $1.71 to $1.77, 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 |
| May 24, 2024 Filed May 31, 2024 19:30 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 15,030 | $1.66 | $24,949.80 |
DisclosureSEC source: 0001476840-24-000077 · wk-form4_1717183805.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: 760,392 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 $1.63 to $1.70, 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 |
| May 23, 2024 Filed May 31, 2024 19:30 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 14,982 | $1.67 | $25,019.94 |
DisclosureSEC source: 0001476840-24-000077 · wk-form4_1717183805.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: 775,422 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 $1.64 to $1.70, 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 |
| May 22, 2024 Filed May 22, 2024 21:39 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 14,680 | $1.70 | $24,956.00 |
DisclosureSEC source: 0001476840-24-000073 · wk-form4_1716413944.xml · nonDerivative · entry 8 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 790,404 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. F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.67 to $1.74, 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 |
| May 21, 2024 Filed May 22, 2024 21:39 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 14,290 | $1.76 | $25,150.40 |
DisclosureSEC source: 0001476840-24-000073 · wk-form4_1716413944.xml · nonDerivative · entry 7 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 805,084 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. F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.71 to $1.83, 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 |
| May 20, 2024 Filed May 22, 2024 21:39 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 14,643 | $1.70 | $24,893.10 |
DisclosureSEC source: 0001476840-24-000073 · wk-form4_1716413944.xml · nonDerivative · entry 6 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 819,374 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. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.66 to $1.73, 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 |
| May 17, 2024 Filed May 22, 2024 21:39 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 14,805 | $1.69 | $25,020.45 |
DisclosureSEC source: 0001476840-24-000073 · wk-form4_1716413944.xml · nonDerivative · entry 5 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 834,017 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. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.67 to $1.73, 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 |
| May 16, 2024 Filed May 22, 2024 21:39 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 14,650 | $1.71 | $25,051.50 |
DisclosureSEC source: 0001476840-24-000073 · wk-form4_1716413944.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: 848,822 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 $1.70 to $1.75, 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 |
| May 15, 2024 Filed May 22, 2024 21:39 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 14,346 | $1.75 | $25,105.50 |
DisclosureSEC source: 0001476840-24-000073 · wk-form4_1716413944.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: 863,472 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 $1.69 to $1.77, 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 |
| May 14, 2024 Filed May 22, 2024 21:39 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 14,340 | $1.75 | $25,095.00 |
DisclosureSEC source: 0001476840-24-000073 · wk-form4_1716413944.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: 877,818 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 $1.72 to $1.80, 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 |
| May 13, 2024 Filed May 22, 2024 21:39 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 14,091 | $1.78 | $25,081.98 |
DisclosureSEC source: 0001476840-24-000073 · wk-form4_1716413944.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: 892,158 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 $1.75 to $1.80, 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 |
| May 10, 2024 Filed May 10, 2024 21:03 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 14,530 | $1.73 | $25,136.90 |
DisclosureSEC source: 0001476840-24-000071 · wk-form4_1715374996.xml · nonDerivative · entry 8 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 906,249 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. F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.69 to $1.82, 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 |
| May 09, 2024 Filed May 10, 2024 21:03 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 14,640 | $1.71 | $25,034.40 |
DisclosureSEC source: 0001476840-24-000071 · wk-form4_1715374996.xml · nonDerivative · entry 7 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 920,779 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. F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.67 to $1.81, 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 |
| May 08, 2024 Filed May 10, 2024 21:03 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 14,453 | $1.74 | $25,148.22 |
DisclosureSEC source: 0001476840-24-000071 · wk-form4_1715374996.xml · nonDerivative · entry 6 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 935,419 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. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.70 to $1.78, 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 |
| May 07, 2024 Filed May 10, 2024 21:03 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 13,945 | $1.80 | $25,101.00 |
DisclosureSEC source: 0001476840-24-000071 · wk-form4_1715374996.xml · nonDerivative · entry 5 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · See note Disclosed balance after: 949,872 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. F7 · 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 $1.83, 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 |
| May 06, 2024 Filed May 10, 2024 21:03 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 14,510 | $1.72 | $24,957.20 |
DisclosureSEC source: 0001476840-24-000071 · wk-form4_1715374996.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: 963,817 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 $1.67 to $1.78, 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 |
| May 03, 2024 Filed May 10, 2024 21:03 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 15,180 | $1.64 | $24,895.20 |
DisclosureSEC source: 0001476840-24-000071 · wk-form4_1715374996.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: 978,327 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 $1.61 to $1.70, 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 |
| May 02, 2024 Filed May 10, 2024 21:03 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 15,424 | $1.61 | $24,832.64 |
DisclosureSEC source: 0001476840-24-000071 · wk-form4_1715374996.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: 993,507 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 $1.58 to $1.68, 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 |
| May 01, 2024 Filed May 10, 2024 21:03 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 15,480 | $1.61 | $24,922.80 |
DisclosureSEC source: 0001476840-24-000071 · wk-form4_1715374996.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: 1,008,931 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 $1.60 to $1.67, 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 |
| April 30, 2024 Filed Apr 30, 2024 20:47 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 1,500 | $1.59 | $2,385.00 |
DisclosureSEC source: 0001476840-24-000063 · wk-form4_1714510038.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: 1,024,411 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 $1.56 to $1.63, 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 |
| April 29, 2024 Filed Apr 30, 2024 20:47 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 1,500 | $1.61 | $2,415.00 |
DisclosureSEC source: 0001476840-24-000063 · wk-form4_1714510038.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: 1,025,911 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 $1.61 to $1.63, 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 |
| April 26, 2024 Filed Apr 30, 2024 20:47 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 12,437 | $1.63 | $20,272.31 |
DisclosureSEC source: 0001476840-24-000063 · wk-form4_1714510038.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: 1,027,411 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 $1.60 to $1.67, 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 |
| April 25, 2024 Filed Apr 25, 2024 22:43 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 15,600 | $1.59 | $24,804.00 |
DisclosureSEC source: 0001476840-24-000056 · wk-form4_1714084974.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: 1,039,848 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 $1.55 to $1.61, 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 |
| April 24, 2024 Filed Apr 25, 2024 22:43 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 15,910 | $1.56 | $24,819.60 |
DisclosureSEC source: 0001476840-24-000056 · wk-form4_1714084974.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: 1,055,448 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 $1.52 to $1.59, 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 |
| April 23, 2024 Filed Apr 25, 2024 22:43 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 15,247 | $1.61 | $24,547.67 |
DisclosureSEC source: 0001476840-24-000056 · wk-form4_1714084974.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: 1,071,358 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 $1.43 to $1.70, 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 |
| April 22, 2024 Filed Apr 22, 2024 22:45 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 14,844 | $1.68 | $24,937.92 |
DisclosureSEC source: 0001476840-24-000054 · wk-form4_1713825895.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: 1,086,605 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 $1.60 to $1.70, 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 |
| April 19, 2024 Filed Apr 22, 2024 22:45 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 15,800 | $1.57 | $24,806.00 |
DisclosureSEC source: 0001476840-24-000054 · wk-form4_1713825895.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: 1,101,449 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 $1.53 to $1.60, 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 |
| April 18, 2024 Filed Apr 22, 2024 22:45 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 15,000 | $1.66 | $24,900.00 |
DisclosureSEC source: 0001476840-24-000054 · wk-form4_1713825895.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: 1,117,249 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 $1.43 to $1.82, 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 |
| April 17, 2024 Filed Apr 17, 2024 23:43 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 16,575 | $1.49 | $24,696.75 |
DisclosureSEC source: 0001476840-24-000052 · wk-form4_1713397385.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: 1,132,249 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 $1.46 to $1.51, 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 |
| April 16, 2024 Filed Apr 17, 2024 23:43 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 16,950 | $1.45 | $24,577.50 |
DisclosureSEC source: 0001476840-24-000052 · wk-form4_1713397385.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: 1,148,824 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 $1.43 to $1.47, 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 |
| April 15, 2024 Filed Apr 17, 2024 23:43 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 17,190 | $1.44 | $24,753.60 |
DisclosureSEC source: 0001476840-24-000052 · wk-form4_1713397385.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: 1,165,774 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 $1.42 to $1.44, 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. 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 |
| April 12, 2024 Filed Apr 13, 2024 01:57 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 16,840 | $1.47 | $24,754.80 |
DisclosureSEC source: 0001476840-24-000050 · wk-form4_1712973445.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: 1,182,964 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 $1.40 to $1.59, 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 |
| April 11, 2024 Filed Apr 13, 2024 01:57 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 16,740 | $1.48 | $24,775.20 |
DisclosureSEC source: 0001476840-24-000050 · wk-form4_1712973445.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: 1,199,804 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 $1.45 to $1.52, 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 |
| April 10, 2024 Filed Apr 13, 2024 01:57 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 15,903 | $1.56 | $24,808.68 |
DisclosureSEC source: 0001476840-24-000050 · wk-form4_1712973445.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: 1,216,544 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 $1.59, 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 |
| April 09, 2024 Filed Jun 24, 2024 22:09 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 15,460 | $1.61 | $24,890.60 |
DisclosureSEC source: 0001476840-24-000115 · wk-form4_1719266959.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: 1,992,367 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 $1.56 to $1.65, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.