Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Expensify, Inc.EXFY · Entity 6208 | Director · Chief Financial Officer | June 23, 2026 | June 25, 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 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $1.75 · Expires 2036-06-23 | Direct | 1,164,596 |
Reported balance
After 2026-06-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-23 · Grant · Acquired 1,164,596 · Balance 1,164,596 F1: The stock option 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 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, 2023 Filed Jun 17, 2023 00:41 UTC | Expensify, Inc. EXFY · Entity 6208 | Tax withholdingClass A Common Stock | 104 | $7.00 | $728.00 |
DisclosureSEC source: 0001476840-23-000093 · wf-form4_168696249244513.xml · nonDerivative · entry 3 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,146 Read SEC document |
| June 14, 2023 Filed Jun 17, 2023 00:41 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 347 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000093 · wf-form4_168696249244513.xml · nonDerivative · entry 2 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,250 F2 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| June 14, 2023 Filed Jun 17, 2023 00:41 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 1,858 | $6.96 | $12,931.68 |
DisclosureSEC source: 0001476840-23-000093 · wf-form4_168696249244513.xml · nonDerivative · entry 1 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,903 F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:22 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionLT50 Common Stock · Derivative | 3,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000045 · wf-form4_167908811313602.xml · derivative · entry 8 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 23,535 Underlying: Class A Common Stock · 3,922 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. F5 · 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_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. F6 · 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. F6 · 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. F7 · 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 |
| March 15, 2023 Filed Mar 17, 2023 21:22 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionRestricted Stock Units · Derivative | 3,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000045 · wf-form4_167908811313602.xml · derivative · entry 7 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,985 Underlying: LT50 Common Stock · 3,922 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. F5 · 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. F4 · 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 |
| March 15, 2023 Filed Mar 17, 2023 21:22 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionRestricted Stock Units · Derivative | 3,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000045 · wf-form4_167908811313602.xml · derivative · entry 6 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,985 Underlying: Class A Common Stock · 3,922 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. F4 · 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 |
| March 15, 2023 Filed Mar 17, 2023 21:22 UTC | Expensify, Inc. EXFY · Entity 6208 | Tax withholdingClass A Common Stock | 2,315 | $7.55 | $17,478.25 |
DisclosureSEC source: 0001476840-23-000045 · wf-form4_167908811313602.xml · nonDerivative · entry 5 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,045 Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:22 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionClass A Common Stock | 3,922 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-23-000045 · wf-form4_167908811313602.xml · nonDerivative · entry 4 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,360 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 |
| March 15, 2023 Filed Mar 17, 2023 21:22 UTC | Expensify, Inc. EXFY · Entity 6208 | Tax withholdingClass A Common Stock | 71 | $7.32 | $519.72 |
DisclosureSEC source: 0001476840-23-000045 · wf-form4_167908811313602.xml · nonDerivative · entry 3 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,438 Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:22 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 244 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000045 · wf-form4_167908811313602.xml · nonDerivative · entry 2 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,509 F2 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:22 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 2,688 | $7.46 | $20,052.48 |
DisclosureSEC source: 0001476840-23-000045 · wf-form4_167908811313602.xml · nonDerivative · entry 1 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,265 F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:36 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionLT50 Common Stock · Derivative | 3,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000148 · wf-form4_167149658167285.xml · derivative · entry 8 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 19,613 Underlying: Class A Common Stock · 3,923 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. F5 · 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_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. F6 · 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. F6 · 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. F7 · 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 |
| December 15, 2022 Filed Dec 20, 2022 00:36 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionRestricted Stock Units · Derivative | 3,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000148 · wf-form4_167149658167285.xml · derivative · entry 7 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,907 Underlying: LT50 Common Stock · 3,923 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. F5 · 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. F4 · 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 |
| December 15, 2022 Filed Dec 20, 2022 00:36 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionRestricted Stock Units · Derivative | 3,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000148 · wf-form4_167149658167285.xml · derivative · entry 6 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,907 Underlying: Class A Common Stock · 3,923 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. F4 · 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 |
| December 15, 2022 Filed Dec 20, 2022 00:36 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Tax withholdingClass A Common Stock | 1,596 | $9.30 | $14,842.80 |
DisclosureSEC source: 0001476840-22-000148 · wf-form4_167149658167285.xml · nonDerivative · entry 5 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,577 Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:36 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionClass A Common Stock | 3,923 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-22-000148 · wf-form4_167149658167285.xml · nonDerivative · entry 4 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,173 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 |
| December 15, 2022 Filed Dec 20, 2022 00:36 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Tax withholdingClass A Common Stock | 32 | $9.49 | $303.68 |
DisclosureSEC source: 0001476840-22-000148 · wf-form4_167149658167285.xml · nonDerivative · entry 3 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,250 Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:36 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GrantClass A Common Stock | 106 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000148 · wf-form4_167149658167285.xml · nonDerivative · entry 2 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,282 F2 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:36 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GrantClass A Common Stock | 1,338 | $9.51 | $12,724.38 |
DisclosureSEC source: 0001476840-22-000148 · wf-form4_167149658167285.xml · nonDerivative · entry 1 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,176 F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| September 15, 2022 Filed Sep 20, 2022 01:39 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionLT50 Common Stock · Derivative | 15,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000110 · wf-form4_166363797136913.xml · derivative · entry 8 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 15,690 Underlying: Class A Common Stock · 15,690 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. F5 · 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_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. F6 · 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. F6 · 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. F7 · 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 01:39 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionRestricted Stock Units · Derivative | 15,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000110 · wf-form4_166363797136913.xml · derivative · entry 7 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,830 Underlying: LT50 Common Stock · 15,690 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. F5 · 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. F4 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on March 15th, June 15th, September 15th and December 15th. Read SEC document |
| September 15, 2022 Filed Sep 20, 2022 01:39 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionRestricted Stock Units · Derivative | 15,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000110 · wf-form4_166363797136913.xml · derivative · entry 6 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,830 Underlying: Class A Common Stock · 15,690 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. F4 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on March 15th, June 15th, September 15th and December 15th. Read SEC document |
| September 15, 2022 Filed Sep 20, 2022 01:39 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Tax withholdingClass A Common Stock | 9,656 | $16.25 | $156,910.00 |
DisclosureSEC source: 0001476840-22-000110 · wf-form4_166363797136913.xml · nonDerivative · entry 5 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,838 Read SEC document |
| September 15, 2022 Filed Sep 20, 2022 01:39 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionClass A Common Stock | 15,690 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-22-000110 · wf-form4_166363797136913.xml · nonDerivative · entry 4 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,494 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 01:39 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Tax withholdingClass A Common Stock | 10 | $16.64 | $166.40 |
DisclosureSEC source: 0001476840-22-000110 · wf-form4_166363797136913.xml · nonDerivative · entry 3 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,804 Read SEC document |
| September 15, 2022 Filed Sep 20, 2022 01:39 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GrantClass A Common Stock | 38 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000110 · wf-form4_166363797136913.xml · nonDerivative · entry 2 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,814 F2 · kind: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| September 15, 2022 Filed Sep 20, 2022 01:39 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GrantClass A Common Stock | 377 | $16.70 | $6,295.90 |
DisclosureSEC source: 0001476840-22-000110 · wf-form4_166363797136913.xml · nonDerivative · entry 1 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,776 F1 · kind: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| August 24, 2022 Filed Aug 26, 2022 10:50 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionStock Option · Derivative | 4,699 | $0.00 Strike: $0.97 | $0.00 |
DisclosureSEC source: 0001476840-22-000102 · wf-form4_166151100482151.xml · derivative · entry 3 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,783 Underlying: Class A Common Stock · 4,699 shares Expires 2029-04-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 8, 2022. F2 · derivative.exercise_date: Reflects remaining portion of the stock option that originally vested in 72 equal monthly installments beginning on May 12, 2019. Read SEC document |
| August 24, 2022 Filed Aug 26, 2022 10:50 UTC | Expensify, Inc. [EXFY] · Entity 6208 | SaleClass A Common Stock | 4,699 | $20.00 | $93,980.00 |
DisclosureSEC source: 0001476840-22-000102 · wf-form4_166151100482151.xml · nonDerivative · entry 2 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,399 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 8, 2022. Read SEC document |
| August 24, 2022 Filed Aug 26, 2022 10:50 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionClass A Common Stock | 4,699 | $0.97 | $4,558.03 |
DisclosureSEC source: 0001476840-22-000102 · wf-form4_166151100482151.xml · nonDerivative · entry 1 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,098 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 8, 2022. Read SEC document |
| July 29, 2022 Filed Aug 2, 2022 21:03 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionStock Option · Derivative | 4,699 | $0.00 Strike: $0.97 | $0.00 |
DisclosureSEC source: 0001476840-22-000084 · wf-form4_165947414947795.xml · derivative · entry 3 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360,482 Underlying: Class A Common Stock · 4,699 shares Expires 2029-04-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 8, 2022. F3 · derivative.exercise_date: Reflects remaining portion of the stock option that originally vested in 72 equal monthly installments beginning on May 12, 2019. Read SEC document |
| July 29, 2022 Filed Aug 2, 2022 21:03 UTC | Expensify, Inc. [EXFY] · Entity 6208 | SaleClass A Common Stock | 4,699 | $20.01 | $94,026.99 |
DisclosureSEC source: 0001476840-22-000084 · wf-form4_165947414947795.xml · nonDerivative · entry 2 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,399 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 8, 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 $20.00 to $20.06, 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. Read SEC document |
| July 29, 2022 Filed Aug 2, 2022 21:03 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionClass A Common Stock | 4,699 | $0.97 | $4,558.03 |
DisclosureSEC source: 0001476840-22-000084 · wf-form4_165947414947795.xml · nonDerivative · entry 1 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,098 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 8, 2022. Read SEC document |
| July 08, 2022 Filed Jul 12, 2022 21:36 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionStock Option · Derivative | 4,699 | $0.00 Strike: $0.97 | $0.00 |
DisclosureSEC source: 0001476840-22-000082 · wf-form4_165766179580327.xml · derivative · entry 3 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,181 Underlying: Class A Common Stock · 4,699 shares Expires 2029-04-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 8, 2022. F3 · derivative.exercise_date: Reflects remaining portion of the stock option that originally vested in 72 equal monthly installments beginning on May 12, 2019. Read SEC document |
| July 08, 2022 Filed Jul 12, 2022 21:36 UTC | Expensify, Inc. [EXFY] · Entity 6208 | SaleClass A Common Stock | 4,699 | $20.11 | $94,496.89 |
DisclosureSEC source: 0001476840-22-000082 · wf-form4_165766179580327.xml · nonDerivative · entry 2 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,399 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 8, 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 $20.00 to $20.25, 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. Read SEC document |
| July 08, 2022 Filed Jul 12, 2022 21:36 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionClass A Common Stock | 4,699 | $0.97 | $4,558.03 |
DisclosureSEC source: 0001476840-22-000082 · wf-form4_165766179580327.xml · nonDerivative · entry 1 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,098 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 8, 2022. Read SEC document |
| June 14, 2022 Filed Jun 27, 2022 21:18 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Tax withholdingClass A Common Stock | 7 | $17.60 | $123.20 |
DisclosureSEC source: 0001476840-22-000072 · wf-form4_165636469304279.xml · nonDerivative · entry 3 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,399 Read SEC document |
| June 14, 2022 Filed Jun 27, 2022 21:18 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GrantClass A Common Stock | 18 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000072 · wf-form4_165636469304279.xml · nonDerivative · entry 2 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,406 F2 · kind: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| June 14, 2022 Filed Jun 27, 2022 21:18 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GrantClass A Common Stock | 354 | $17.42 | $6,166.68 |
DisclosureSEC source: 0001476840-22-000072 · wf-form4_165636469304279.xml · nonDerivative · entry 1 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,388 F1 · kind: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 00:37 UTC | Expensify, Inc. [EXFY] · Entity 6208 | SaleClass A Common Stock | 119,996 | $25.11 | $3,013,099.56 |
DisclosureSEC source: 0001628280-21-023627 · wf-form4_163710943753109.xml · nonDerivative · entry 1 Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,034 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.