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 |
|---|---|---|---|---|---|---|
| November 14, 2022 Filed Nov 17, 2022 00:34 UTC | Expensify, Inc. [EXFY] · Entity 6208 | OtherLT10 Common Stock · Derivative | 11,426 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-22-000136 · wf-form4_166864526173187.xml · derivative · entry 3 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 3,600,066 Underlying: Class A Common Stock · 11,426 shares Expires not disclosed F3 · 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. F1 · kind: The Reporting Person exchanged 11,426 shares of Class A Common Stock for 11,426 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation." F1 · price: The Reporting Person exchanged 11,426 shares of Class A Common Stock for 11,426 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation." F3 · 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. F3 · 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. F4 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust. Read SEC document |
| November 14, 2022 Filed Nov 17, 2022 00:34 UTC | Expensify, Inc. [EXFY] · Entity 6208 | OtherClass A Common Stock | 11,426 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-22-000136 · wf-form4_166864526173187.xml · nonDerivative · entry 1 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,495 F1 · kind: The Reporting Person exchanged 11,426 shares of Class A Common Stock for 11,426 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation." F1 · price: The Reporting Person exchanged 11,426 shares of Class A Common Stock for 11,426 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation." Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 21:56 UTC | Expensify, Inc. [EXFY] · Entity 6208 | SaleClass A Common Stock | 30,000 | $12.33 | $369,900.00 |
DisclosureSEC source: 0001476840-22-000130 · wf-form4_166846294939288.xml · nonDerivative · entry 1 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 3,531,331 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 June 10, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.17 to $12.56, 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 footnote (2) to this Form 4. F3 · ownership.nature: By David Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of David 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 |
| October 12, 2022 Filed Oct 14, 2022 20:20 UTC | Expensify, Inc. [EXFY] · Entity 6208 | SaleClass A Common Stock | 30,000 | $13.86 | $415,800.00 |
DisclosureSEC source: 0001476840-22-000120 · wf-form4_166577880689671.xml · nonDerivative · entry 1 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 3,561,331 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 June 10, 2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.60 to $14.25, 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 footnote (2) to this Form 4. F3 · ownership.nature: By David Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of David 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 |
| September 15, 2022 Filed Sep 20, 2022 20:24 UTC | Expensify, Inc. [EXFY] · Entity 6208 | ConversionLT50 Common Stock · Derivative | 2,691 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000112 · wf-form4_166370546479693.xml · derivative · entry 9 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 3,585,949 Underlying: Class A Common Stock · 2,691 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_price: 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. F8 · 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. F8 · 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. F5 · ownership.nature: By David Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of David 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. F9 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust. Read SEC document |
| September 15, 2022 Filed Sep 20, 2022 20:24 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionLT50 Common Stock · Derivative | 57,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000112 · wf-form4_166370546479693.xml · derivative · entry 8 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 57,853 Underlying: Class A Common Stock · 57,853 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: Each restricted stock unit 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_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. F8 · 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. F8 · 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. F9 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust. Read SEC document |
| September 15, 2022 Filed Sep 20, 2022 20:24 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionRestricted Stock Units · Derivative | 57,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000112 · wf-form4_166370546479693.xml · derivative · entry 7 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 404,967 Underlying: LT50 Common Stock · 57,853 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. F7 · derivative.exercise_price: Each restricted stock unit 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. F6 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th. Read SEC document |
| September 15, 2022 Filed Sep 20, 2022 20:24 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionRestricted Stock Units · Derivative | 57,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000112 · wf-form4_166370546479693.xml · derivative · entry 6 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 404,967 Underlying: Class A Common Stock · 57,853 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. F3 · derivative.exercise_price: Each restricted stock unit 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. F6 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th. Read SEC document |
| September 15, 2022 Filed Sep 20, 2022 20:24 UTC | Expensify, Inc. [EXFY] · Entity 6208 | ConversionClass A Common Stock | 2,691 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-22-000112 · wf-form4_166370546479693.xml · nonDerivative · entry 5 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 3,591,331 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. F4 · price: LT50 Common Stock converted into Class A Common Stock on a one-for-one basis. F5 · ownership.nature: By David Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of David 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 |
| September 15, 2022 Filed Sep 20, 2022 20:24 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Tax withholdingClass A Common Stock | 48,924 | $16.25 | $795,015.00 |
DisclosureSEC source: 0001476840-22-000112 · wf-form4_166370546479693.xml · nonDerivative · entry 4 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,921 Read SEC document |
| September 15, 2022 Filed Sep 20, 2022 20:24 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionClass A Common Stock | 57,853 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-22-000112 · wf-form4_166370546479693.xml · nonDerivative · entry 3 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,845 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. F3 · price: Each restricted stock unit represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. Read SEC document |
| September 15, 2022 Filed Sep 20, 2022 20:24 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GrantClass A Common Stock | 1,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000112 · wf-form4_166370546479693.xml · nonDerivative · entry 2 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,992 F2 · kind: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| September 15, 2022 Filed Sep 20, 2022 20:24 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GrantClass A Common Stock | 11,631 | $16.70 | $194,237.70 |
DisclosureSEC source: 0001476840-22-000112 · wf-form4_166370546479693.xml · nonDerivative · entry 1 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,849 F1 · kind: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| June 14, 2022 Filed Jun 27, 2022 21:19 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GrantClass A Common Stock | 535 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000074 · wf-form4_165636474835403.xml · nonDerivative · entry 2 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,218 F2 · kind: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| June 14, 2022 Filed Jun 27, 2022 21:19 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GrantClass A Common Stock | 10,683 | $17.42 | $186,097.86 |
DisclosureSEC source: 0001476840-22-000074 · wf-form4_165636474835403.xml · nonDerivative · entry 1 Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,683 F1 · kind: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). 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.