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Mills Jason Fahr

Disclosed activity across 1 company

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35370
SEC CIK
0001891197

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Expensify, Inc.EXFY · Entity 6208DirectorJune 23, 2026June 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $1.75 · Expires 2036-06-23Direct1,160,447 Reported balance After 2026-06-23 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-06-23 · Grant · Acquired 1,160,447 · Balance 1,160,447

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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
June 23, 2026 Filed Jun 25, 2026 21:55 UTC Expensify, Inc. EXFY · Entity 6208 GrantStock Option · Derivative 1,160,447 $0.00 Strike: $1.75 $0.00
Disclosure

SEC source: 0001891197-26-000013 · wk-form4_1782424511.xml · derivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,160,447

Underlying: Class A Common Stock · 1,160,447 shares

Expires 2036-06-23

F1 · derivative.exercise_date: The stock option vests in 16 equal quarterly installments, deemed to have begun on April 12, 2025

Read SEC document
March 24, 2026 Filed Jun 11, 2026 22:58 UTC Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 1,786 $0.84 $1,500.24
Disclosure

SEC source: 0001891197-26-000006 · wk-form4_1781218696.xml · nonDerivative · entry 5

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 549,634

F6 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer.

F7 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $0.82 to $0.86, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote.

Read SEC document
March 17, 2026 Filed Jun 11, 2026 22:58 UTC Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 6,770 $0.76 $5,145.20
Disclosure

SEC source: 0001891197-26-000006 · wk-form4_1781218696.xml · nonDerivative · entry 4

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 551,420

F4 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer.

F5 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $0.74 to $0.78, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote.

Read SEC document
March 15, 2026 Filed Jun 11, 2026 22:58 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionLT50 Common Stock · Derivative 3,822 $0.00 $0.00
Disclosure

SEC source: 0001891197-26-000006 · wk-form4_1781218696.xml · derivative · entry 8

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 53,498

Underlying: Class A Common Stock · 3,822 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.

F9 · 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.

F10 · 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.

F10 · 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.

F10 · 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.

F11 · 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, 2026 Filed Jun 11, 2026 22:58 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionRestricted Stock Units · Derivative 3,822 $0.00 $0.00
Disclosure

SEC source: 0001891197-26-000006 · wk-form4_1781218696.xml · derivative · entry 7

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,497

Underlying: LT50 Common Stock · 3,822 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.

F9 · 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_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, 2026 Filed Jun 11, 2026 22:58 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionRestricted Stock Units · Derivative 3,822 $0.00 $0.00
Disclosure

SEC source: 0001891197-26-000006 · wk-form4_1781218696.xml · derivative · entry 6

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,497

Underlying: Class A Common Stock · 3,822 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 ("RSU") 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.

F8 · 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, 2026 Filed Jun 11, 2026 22:58 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionClass A Common Stock 3,822 Not disclosed Not disclosed
Disclosure

SEC source: 0001891197-26-000006 · wk-form4_1781218696.xml · nonDerivative · entry 3

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 558,190

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 ("RSU") 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 13, 2026 Filed Jun 11, 2026 22:58 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 26,058 $0.00 $0.00
Disclosure

SEC source: 0001891197-26-000006 · wk-form4_1781218696.xml · nonDerivative · entry 2

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 554,368

F2 · shares: Shares granted as matched shares pursuant to the SPMP.

Read SEC document
March 13, 2026 Filed Jun 11, 2026 22:58 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 41,348 $0.82 $33,905.36
Disclosure

SEC source: 0001891197-26-000006 · wk-form4_1781218696.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 528,310

F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

Read SEC document
December 30, 2025 Filed Jan 5, 2026 23:40 UTC Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 3,821 $1.52 $5,807.92
Disclosure

SEC source: 0001891197-26-000002 · wk-form4_1767656421.xml · nonDerivative · entry 2

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 486,962

F2 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer.

F3 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.50 to $1.53, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote.

Read SEC document
December 17, 2025 Filed Dec 19, 2025 02:02 UTC Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 5,853 $1.55 $9,072.15
Disclosure

SEC source: 0001891197-25-000023 · wk-form4_1766109733.xml · nonDerivative · entry 3

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 486,962

F3 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer.

F4 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.43 to $1.58, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote.

Read SEC document
December 15, 2025 Filed Dec 19, 2025 02:02 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 23,127 $0.00 $0.00
Disclosure

SEC source: 0001891197-25-000023 · wk-form4_1766109733.xml · nonDerivative · entry 2

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 492,815

F2 · shares: Shares granted as matched shares pursuant to the SPMP.

Read SEC document
December 15, 2025 Filed Dec 19, 2025 02:02 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 43,115 $1.65 $71,139.75
Disclosure

SEC source: 0001891197-25-000023 · wk-form4_1766109733.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 469,688

F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

Read SEC document
December 15, 2025 Filed Jan 5, 2026 23:40 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionLT50 Common Stock · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001891197-26-000002 · wk-form4_1767656421.xml · derivative · entry 5

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 49,676

Underlying: Class A Common Stock · 3,821 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 RSU 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, 2025 Filed Jan 5, 2026 23:40 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionRestricted Stock Units · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001891197-26-000002 · wk-form4_1767656421.xml · derivative · entry 4

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,319

Underlying: LT50 Common Stock · 3,821 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 RSU 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 RSUs 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, 2025 Filed Jan 5, 2026 23:40 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionRestricted Stock Units · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001891197-26-000002 · wk-form4_1767656421.xml · derivative · entry 3

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,319

Underlying: Class A Common Stock · 3,821 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.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") 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 RSUs 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, 2025 Filed Jan 5, 2026 23:40 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionClass A Common Stock 3,821 Not disclosed Not disclosed
Disclosure

SEC source: 0001891197-26-000002 · wk-form4_1767656421.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 490,783

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: Each restricted stock unit ("RSU") 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 18, 2025 Filed Sep 24, 2025 21:52 UTC Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 1,812 $1.95 $3,533.40
Disclosure

SEC source: 0001891197-25-000019 · wk-form4_1758750760.xml · nonDerivative · entry 5

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 426,573

F6 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer.

F7 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.91 to $2.00, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote.

Read SEC document
September 16, 2025 Filed Sep 24, 2025 21:52 UTC Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 4,921 $1.90 $9,349.90
Disclosure

SEC source: 0001891197-25-000019 · wk-form4_1758750760.xml · nonDerivative · entry 4

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 428,385

F4 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer.

F5 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.86 to $1.92, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote.

Read SEC document
September 15, 2025 Filed Sep 24, 2025 21:52 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionLT50 Common Stock · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001891197-25-000019 · wk-form4_1758750760.xml · derivative · entry 8

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 45,855

Underlying: Class A Common Stock · 3,821 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.

F9 · derivative.exercise_price: Each RSU 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.

F10 · 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.

F10 · 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.

F10 · 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.

F11 · 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, 2025 Filed Sep 24, 2025 21:52 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionRestricted Stock Units · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001891197-25-000019 · wk-form4_1758750760.xml · derivative · entry 7

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,140

Underlying: LT50 Common Stock · 3,821 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.

F9 · derivative.exercise_price: Each RSU 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_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, 2025 Filed Sep 24, 2025 21:52 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionRestricted Stock Units · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001891197-25-000019 · wk-form4_1758750760.xml · derivative · entry 6

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,140

Underlying: Class A Common Stock · 3,821 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 ("RSU") 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.

F8 · 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, 2025 Filed Sep 24, 2025 21:52 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionClass A Common Stock 3,821 Not disclosed Not disclosed
Disclosure

SEC source: 0001891197-25-000019 · wk-form4_1758750760.xml · nonDerivative · entry 3

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 433,306

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 ("RSU") 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, 2025 Filed Sep 24, 2025 21:52 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 20,006 $0.00 $0.00
Disclosure

SEC source: 0001891197-25-000019 · wk-form4_1758750760.xml · nonDerivative · entry 2

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 429,485

F2 · shares: Shares granted as matched shares pursuant to the SPMP.

Read SEC document
September 15, 2025 Filed Sep 24, 2025 21:52 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 42,947 $1.94 $83,317.18
Disclosure

SEC source: 0001891197-25-000019 · wk-form4_1758750760.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 409,479

F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

Read SEC document
August 20, 2025 Filed Aug 22, 2025 20:54 UTC Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 1,387 $1.72 $2,385.64
Disclosure

SEC source: 0001476840-25-000121 · wk-form4_1755896036.xml · nonDerivative · entry 2

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 368,401

F2 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares awarded under the SPMP for certain employees of the Issuer.

F3 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.70 to $1.74, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote.

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August 19, 2025 Filed Aug 22, 2025 20:54 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 5,604 $0.00 $0.00
Disclosure

SEC source: 0001476840-25-000121 · wk-form4_1755896036.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 369,788

F1 · shares: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

Read SEC document
June 18, 2025 Filed Sep 24, 2025 21:39 UTC Amendment Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 1,869 $2.22 $4,149.18
Disclosure

SEC source: 0001891197-25-000017 · wk-form4a_1758749988.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 362,315

F1 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of restricted stock units ("RSUs") for certain employees of the Issuer. On June 18, 2025, the Reporting Person filed a Form 4 reporting the RSU vesting but was unable to include this related sale due to a delay in receiving the underlying information.

F2 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.19 to $2.26, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote.

Read SEC document
June 17, 2025 Filed Jun 19, 2025 00:50 UTC Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 4,068 $2.28 $9,275.04
Disclosure

SEC source: 0001476840-25-000099 · wk-form4_1750294211.xml · nonDerivative · entry 4

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 364,184

F4 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares awarded under the SPMP for certain employees of the Issuer.

F5 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.23 to $2.32, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote.

Read SEC document
June 15, 2025 Filed Jun 19, 2025 00:50 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionLT50 Common Stock · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001476840-25-000099 · wk-form4_1750294211.xml · derivative · entry 7

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 42,034

Underlying: Class A Common Stock · 3,821 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 RSU 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.

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June 15, 2025 Filed Jun 19, 2025 00:50 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionRestricted Stock Units · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001476840-25-000099 · wk-form4_1750294211.xml · derivative · entry 6

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,961

Underlying: LT50 Common Stock · 3,821 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 RSU 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 RSUs 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
June 15, 2025 Filed Jun 19, 2025 00:50 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionRestricted Stock Units · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001476840-25-000099 · wk-form4_1750294211.xml · derivative · entry 5

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,961

Underlying: Class A Common Stock · 3,821 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 ("RSU") 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 RSUs 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
June 15, 2025 Filed Jun 19, 2025 00:50 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionClass A Common Stock 3,821 Not disclosed Not disclosed
Disclosure

SEC source: 0001476840-25-000099 · wk-form4_1750294211.xml · nonDerivative · entry 3

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 368,252

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 ("RSU") 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
June 13, 2025 Filed Jun 19, 2025 00:50 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 17,083 $0.00 $0.00
Disclosure

SEC source: 0001476840-25-000099 · wk-form4_1750294211.xml · nonDerivative · entry 2

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 364,431

F2 · shares: Shares granted as matched shares pursuant to the SPMP.

Read SEC document
June 13, 2025 Filed Jun 19, 2025 00:50 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 36,486 $2.29 $83,552.94
Disclosure

SEC source: 0001476840-25-000099 · wk-form4_1750294211.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 347,348

F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

Read SEC document
May 30, 2025 Filed Jun 5, 2025 23:48 UTC Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 821 $2.22 $1,822.62
Disclosure

SEC source: 0001476840-25-000080 · wk-form4_1749167204.xml · nonDerivative · entry 2

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 310,862

F2 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares awarded under the SPMP for certain employees of the Issuer.

F3 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.17 to $2.26, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote.

Read SEC document
May 29, 2025 Filed Jun 5, 2025 23:48 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 3,325 $0.00 $0.00
Disclosure

SEC source: 0001476840-25-000080 · wk-form4_1749167204.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 311,683

F1 · shares: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

Read SEC document
March 20, 2025 Filed Apr 24, 2025 21:06 UTC Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 3,774 $3.27 $12,340.98
Disclosure

SEC source: 0001476840-25-000060 · wk-form4_1745528801.xml · nonDerivative · entry 5

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 308,358

F6 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer.

F7 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $3.22 to $3.33, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote.

Read SEC document
March 19, 2025 Filed Apr 24, 2025 21:06 UTC Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 1,996 $3.31 $6,606.76
Disclosure

SEC source: 0001476840-25-000060 · wk-form4_1745528801.xml · nonDerivative · entry 4

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 312,132

F4 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer.

F5 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $3.21 to $3.38, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote.

Read SEC document
March 17, 2025 Filed Apr 24, 2025 21:06 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 14,339 $0.00 $0.00
Disclosure

SEC source: 0001476840-25-000060 · wk-form4_1745528801.xml · nonDerivative · entry 3

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 314,128

F3 · shares: Shares granted as matched shares pursuant to the SPMP.

Read SEC document
March 15, 2025 Filed Apr 24, 2025 21:06 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionLT50 Common Stock · Derivative 3,822 $0.00 $0.00
Disclosure

SEC source: 0001476840-25-000060 · wk-form4_1745528801.xml · derivative · entry 8

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 38,213

Underlying: Class A Common Stock · 3,822 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.

F9 · derivative.exercise_price: Each RSU 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.

F10 · 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.

F10 · 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.

F10 · 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.

F11 · 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, 2025 Filed Apr 24, 2025 21:06 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionRestricted Stock Units · Derivative 3,822 $0.00 $0.00
Disclosure

SEC source: 0001476840-25-000060 · wk-form4_1745528801.xml · derivative · entry 7

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,782

Underlying: LT50 Common Stock · 3,822 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.

F9 · derivative.exercise_price: Each RSU 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_date: The RSUs 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, 2025 Filed Apr 24, 2025 21:06 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionRestricted Stock Units · Derivative 3,822 $0.00 $0.00
Disclosure

SEC source: 0001476840-25-000060 · wk-form4_1745528801.xml · derivative · entry 6

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,782

Underlying: Class A Common Stock · 3,822 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.

F2 · derivative.exercise_price: Each restricted stock unit ("RSU") 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.

F8 · derivative.exercise_date: The RSUs 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, 2025 Filed Apr 24, 2025 21:06 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionClass A Common Stock 3,822 Not disclosed Not disclosed
Disclosure

SEC source: 0001476840-25-000060 · wk-form4_1745528801.xml · nonDerivative · entry 2

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 299,789

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.

F2 · price: Each restricted stock unit ("RSU") 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 14, 2025 Filed Apr 24, 2025 21:06 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 17,923 $3.80 $68,107.40
Disclosure

SEC source: 0001476840-25-000060 · wk-form4_1745528801.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 295,967

F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

Read SEC document
March 07, 2025 Filed Apr 24, 2025 20:36 UTC Amendment Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 2,618 $3.53 $9,241.54
Disclosure

SEC source: 0001476840-25-000049 · wk-form4a_1745527000.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 278,044

F1 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP") for certain employees of the Issuer. On March 10, 2025, the Reporting Person filed a Form 4 reporting the awarded shares but was unable to include this related sale due to a delay in receiving the underlying information.

F2 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $3.40 to $3.74, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 22:27 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 10,438 $0.00 $0.00
Disclosure

SEC source: 0001476840-25-000027 · wk-form4_1741645659.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 280,662

F1 · shares: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

Read SEC document
December 17, 2024 Filed Dec 19, 2024 01:10 UTC Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 3,276 $3.82 $12,514.32
Disclosure

SEC source: 0001476840-24-000245 · wk-form4_1734570631.xml · nonDerivative · entry 5

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 356,162

F6 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer.

F7 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $3.70 to $3.91, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote.

Read SEC document
December 16, 2024 Filed Dec 19, 2024 01:10 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 12,478 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000245 · wk-form4_1734570631.xml · nonDerivative · entry 4

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 359,438

F5 · shares: Shares granted as matched shares pursuant to the SPMP.

Read SEC document
December 16, 2024 Filed Dec 19, 2024 01:10 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 16,455 $3.95 $64,997.25
Disclosure

SEC source: 0001476840-24-000245 · wk-form4_1734570631.xml · nonDerivative · entry 3

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 346,960

F4 · shares: 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.