Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Expensify, Inc.EXFY · Entity 6208 | Director | June 23, 2026 | June 25, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Expensify, Inc.
Report date June 23, 2026 · Filed June 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $1.75 · Expires 2036-06-23 | Direct | 1,160,447 |
Reported balance
After 2026-06-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-23 · Grant · Acquired 1,160,447 · 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
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.