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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
December 16, 2024 Filed Dec 19, 2024 01:10 UTC Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 1,950 $3.84 $7,488.00
Disclosure

SEC source: 0001476840-24-000245 · wk-form4_1734570631.xml · nonDerivative · entry 2

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 330,505

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 $3.78 to $3.93, 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, 2024 Filed Dec 19, 2024 01:10 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionLT50 Common Stock · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000245 · wk-form4_1734570631.xml · derivative · entry 8

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 34,391

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
December 15, 2024 Filed Dec 19, 2024 01:10 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionRestricted Stock Units · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000245 · wk-form4_1734570631.xml · derivative · entry 7

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,604

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 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, 2024 Filed Dec 19, 2024 01:10 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionRestricted Stock Units · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000245 · wk-form4_1734570631.xml · derivative · entry 6

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,604

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.

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
December 15, 2024 Filed Dec 19, 2024 01:10 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionClass A Common Stock 3,821 Not disclosed Not disclosed
Disclosure

SEC source: 0001476840-24-000245 · wk-form4_1734570631.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 332,455

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
December 06, 2024 Filed Dec 9, 2024 21:57 UTC Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 3,357 $3.65 $12,253.05
Disclosure

SEC source: 0001476840-24-000237 · wk-form4_1733781445.xml · nonDerivative · entry 2

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 328,634

F2 · kind: Shares were sold solely to cover taxes for shares awarded under the SPMP.

F3 · 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.

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 awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $3.56 to $3.69, 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 05, 2024 Filed Dec 9, 2024 21:57 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 13,459 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000237 · wk-form4_1733781445.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 331,991

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

Read SEC document
September 17, 2024 Filed Sep 19, 2024 12:39 UTC Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 2,862 $2.27 $6,496.74
Disclosure

SEC source: 0001476840-24-000203 · wk-form4_1726749586.xml · nonDerivative · entry 5

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 318,532

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 $2.23 to $2.33, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
September 17, 2024 Filed Sep 19, 2024 12:39 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 10,503 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000203 · wk-form4_1726749586.xml · nonDerivative · entry 4

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 321,394

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

Read SEC document
September 17, 2024 Filed Sep 19, 2024 12:39 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 21,897 $2.42 $52,990.74
Disclosure

SEC source: 0001476840-24-000203 · wk-form4_1726749586.xml · nonDerivative · entry 3

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 310,891

F4 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

Read SEC document
September 16, 2024 Filed Sep 19, 2024 12:39 UTC Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 2,134 $2.28 $4,865.52
Disclosure

SEC source: 0001476840-24-000203 · wk-form4_1726749586.xml · nonDerivative · entry 2

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 288,994

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 $2.25 to $2.32, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
September 15, 2024 Filed Sep 19, 2024 12:39 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionLT50 Common Stock · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000203 · wk-form4_1726749586.xml · derivative · entry 8

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 30,570

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, 2024 Filed Sep 19, 2024 12:39 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionRestricted Stock Units · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000203 · wk-form4_1726749586.xml · derivative · entry 7

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,425

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 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
September 15, 2024 Filed Sep 19, 2024 12:39 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionRestricted Stock Units · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000203 · wk-form4_1726749586.xml · derivative · entry 6

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,425

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.

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
September 15, 2024 Filed Sep 19, 2024 12:39 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionClass A Common Stock 3,821 Not disclosed Not disclosed
Disclosure

SEC source: 0001476840-24-000203 · wk-form4_1726749586.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 291,128

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
August 28, 2024 Filed Aug 30, 2024 20:14 UTC Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 5,497 $2.20 $12,093.40
Disclosure

SEC source: 0001476840-24-000181 · wk-form4_1725048872.xml · nonDerivative · entry 2

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 287,307

F2 · kind: Shares were sold solely to cover taxes for shares awarded under the SPMP.

F3 · 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.

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 awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.18 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
August 28, 2024 Filed Aug 30, 2024 20:14 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 20,893 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000181 · wk-form4_1725048872.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 292,804

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

Read SEC document
August 05, 2024 Filed Aug 19, 2024 20:13 UTC Expensify, Inc. EXFY · Entity 6208 Disposition to issuerClass A Common Stock 770 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000173 · wk-form4_1724098380.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 271,911

F1 · kind: This transaction represents the surrendering of certain Matching Shares, as defined in the Issuer's 2021 Stock Purchase and Matching Plan ("SPMP"), to the Issuer to correct an inadvertent clerical error which resulted in the Reporting Person receiving an excess of SPMP Matching Shares for the purchase period ending June 15, 2024.

Read SEC document
June 18, 2024 Filed Dec 19, 2024 22:22 UTC Amendment Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 2,457 $1.30 $3,194.10
Disclosure

SEC source: 0001476840-24-000257 · wk-form4a_1734646959.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 270,224

F1 · 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 Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP") for certain employees of the Issuer. On June 18, 2024, the Reporting Person filed a Form 4 reporting the shares granted as matched shares but inadvertently excluded this related sale.

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 granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.27 to $1.32, 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 17, 2024 Filed Jun 19, 2024 01:45 UTC Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 1,955 $1.34 $2,619.70
Disclosure

SEC source: 0001476840-24-000110 · wk-form4_1718761514.xml · nonDerivative · entry 4

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 272,681

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 restricted stock units for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.32 to $1.39, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
June 15, 2024 Filed Jun 19, 2024 01:45 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionLT50 Common Stock · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000110 · wk-form4_1718761514.xml · derivative · entry 7

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 26,749

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.

Read SEC document
June 15, 2024 Filed Jun 19, 2024 01:45 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionRestricted Stock Units · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000110 · wk-form4_1718761514.xml · derivative · entry 6

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,246

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, 2024 Filed Jun 19, 2024 01:45 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionRestricted Stock Units · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000110 · wk-form4_1718761514.xml · derivative · entry 5

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,246

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, 2024 Filed Jun 19, 2024 01:45 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionClass A Common Stock 3,821 Not disclosed Not disclosed
Disclosure

SEC source: 0001476840-24-000110 · wk-form4_1718761514.xml · nonDerivative · entry 3

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 274,636

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 14, 2024 Filed Jun 19, 2024 01:45 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 8,990 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000110 · wk-form4_1718761514.xml · nonDerivative · entry 2

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 270,815

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

Read SEC document
June 14, 2024 Filed Jun 19, 2024 01:45 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 47,168 $1.35 $63,676.80
Disclosure

SEC source: 0001476840-24-000110 · wk-form4_1718761514.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 261,825

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

Read SEC document
June 03, 2024 Filed Jun 6, 2024 12:06 UTC Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 6,792 $1.50 $10,188.00
Disclosure

SEC source: 0001476840-24-000087 · wk-form4_1717675559.xml · nonDerivative · entry 2

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 214,657

F2 · kind: Shares were sold solely to cover taxes for shares awarded under the SPMP.

F3 · 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.

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 awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.43 to $1.55, 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 03, 2024 Filed Jun 6, 2024 12:06 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 24,789 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000087 · wk-form4_1717675559.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 221,449

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

Read SEC document
March 20, 2024 Filed Mar 29, 2024 00:13 UTC Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 2,053 $1.91 $3,921.23
Disclosure

SEC source: 0001476840-24-000039 · wk-form4_1711671224.xml · nonDerivative · entry 5

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 196,660

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 restricted stock units for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.87 to $1.93, 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 ranges set forth in this footnote.

Read SEC document
March 15, 2024 Filed Mar 29, 2024 00:13 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionLT50 Common Stock · Derivative 3,822 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000039 · wk-form4_1711671224.xml · derivative · entry 8

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 22,928

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, 2024 Filed Mar 29, 2024 00:13 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionRestricted Stock Units · Derivative 3,822 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000039 · wk-form4_1711671224.xml · derivative · entry 7

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,067

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, 2024 Filed Mar 29, 2024 00:13 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionRestricted Stock Units · Derivative 3,822 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000039 · wk-form4_1711671224.xml · derivative · entry 6

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,067

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.

F5 · 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, 2024 Filed Mar 29, 2024 00:13 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionClass A Common Stock 3,822 Not disclosed Not disclosed
Disclosure

SEC source: 0001476840-24-000039 · wk-form4_1711671224.xml · nonDerivative · entry 4

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 198,713

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 · 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 15, 2024 Filed Mar 29, 2024 00:13 UTC Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 1,227 $2.00 $2,454.00
Disclosure

SEC source: 0001476840-24-000039 · wk-form4_1711671224.xml · nonDerivative · entry 3

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 194,891

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 $1.94 to $2.04, 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, 2024 Filed Mar 29, 2024 00:13 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 4,795 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000039 · wk-form4_1711671224.xml · nonDerivative · entry 2

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 196,118

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

Read SEC document
March 15, 2024 Filed Mar 29, 2024 00:13 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 2,501 $2.07 $5,177.07
Disclosure

SEC source: 0001476840-24-000039 · wk-form4_1711671224.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 191,323

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

Read SEC document
March 11, 2024 Filed Mar 14, 2024 20:58 UTC Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 5,934 $2.14 $12,698.76
Disclosure

SEC source: 0001476840-24-000024 · wk-form4_1710449903.xml · nonDerivative · entry 2

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 188,822

F2 · kind: Shares were sold solely to cover taxes for shares awarded under the SPMP.

F3 · 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.

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 awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.08 to $2.20, 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 11, 2024 Filed Mar 14, 2024 20:58 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 23,717 $0.00 $0.00
Disclosure

SEC source: 0001476840-24-000024 · wk-form4_1710449903.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 194,756

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

Read SEC document
December 19, 2023 Filed Dec 22, 2023 14:03 UTC Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 1,938 $2.31 $4,476.78
Disclosure

SEC source: 0001476840-23-000220 · wk-form4_1703253831.xml · nonDerivative · entry 5

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 171,039

F6 · kind: Shares were sold solely to cover taxes upon the vesting of restricted stock units.

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 restricted stock units for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.28 to $2.34, 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, 2023 Filed Dec 22, 2023 14:03 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionLT50 Common Stock · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000220 · wk-form4_1703253831.xml · derivative · entry 8

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 19,106

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 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
December 15, 2023 Filed Dec 22, 2023 14:03 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionRestricted Stock Units · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000220 · wk-form4_1703253831.xml · derivative · entry 7

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,889

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 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
December 15, 2023 Filed Dec 22, 2023 14:03 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionRestricted Stock Units · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000220 · wk-form4_1703253831.xml · derivative · entry 6

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,889

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.

F5 · 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.

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
December 15, 2023 Filed Dec 22, 2023 14:03 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionClass A Common Stock 3,821 Not disclosed Not disclosed
Disclosure

SEC source: 0001476840-23-000220 · wk-form4_1703253831.xml · nonDerivative · entry 4

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 172,977

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 · 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, 2023 Filed Dec 22, 2023 14:03 UTC Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 829 $2.44 $2,022.76
Disclosure

SEC source: 0001476840-23-000220 · wk-form4_1703253831.xml · nonDerivative · entry 3

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 169,156

F3 · kind: Shares were sold solely to cover taxes for shares granted as matched shares under the SPMP.

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 awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.39 to $2.47, 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, 2023 Filed Dec 22, 2023 14:03 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 3,279 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000220 · wk-form4_1703253831.xml · nonDerivative · entry 2

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 169,985

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

Read SEC document
December 15, 2023 Filed Dec 22, 2023 14:03 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 850 $2.51 $2,133.50
Disclosure

SEC source: 0001476840-23-000220 · wk-form4_1703253831.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 166,706

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

Read SEC document
November 30, 2023 Filed Dec 2, 2023 00:54 UTC Expensify, Inc. EXFY · Entity 6208 SaleClass A Common Stock 8,714 $2.41 $21,000.74
Disclosure

SEC source: 0001476840-23-000202 · wk-form4_1701478461.xml · nonDerivative · entry 4

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 165,856

F2 · kind: Shares were sold solely to cover taxes for shares awarded under the SPMP.

F3 · 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.

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 awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.39 to $2.44, 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
November 29, 2023 Filed Dec 2, 2023 00:54 UTC Expensify, Inc. EXFY · Entity 6208 GrantClass A Common Stock 34,076 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000202 · wk-form4_1701478461.xml · nonDerivative · entry 3

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 174,570

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

Read SEC document
September 15, 2023 Filed Oct 11, 2023 00:52 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionLT50 Common Stock · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000170 · wk-form4_1696985527.xml · derivative · entry 8

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 15,285

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 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, 2023 Filed Oct 11, 2023 00:52 UTC Expensify, Inc. EXFY · Entity 6208 Exercise / conversionRestricted Stock Units · Derivative 3,821 $0.00 $0.00
Disclosure

SEC source: 0001476840-23-000170 · wk-form4_1696985527.xml · derivative · entry 7

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,710

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 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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.