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 |
|---|---|---|---|---|---|---|
| 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 6 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,710 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 represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. F4 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th. Read SEC document |
| September 15, 2023 Filed Oct 11, 2023 00:52 UTC | Expensify, Inc. EXFY · Entity 6208 | Tax withholdingClass A Common Stock | 1,861 | $3.46 | $6,439.06 |
DisclosureSEC source: 0001476840-23-000170 · wk-form4_1696985527.xml · nonDerivative · entry 5 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,017 Read SEC document |
| September 15, 2023 Filed Oct 11, 2023 00:52 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionClass A Common Stock | 3,821 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-23-000170 · wk-form4_1696985527.xml · nonDerivative · entry 4 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,878 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Each restricted stock unit represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. Read SEC document |
| September 15, 2023 Filed Oct 11, 2023 00:52 UTC | Expensify, Inc. EXFY · Entity 6208 | Tax withholdingClass A Common Stock | 625 | $3.81 | $2,381.25 |
DisclosureSEC source: 0001476840-23-000170 · wk-form4_1696985527.xml · nonDerivative · entry 3 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,057 Read SEC document |
| September 15, 2023 Filed Oct 11, 2023 00:52 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 2,566 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000170 · wk-form4_1696985527.xml · nonDerivative · entry 2 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,682 F2 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| September 15, 2023 Filed Oct 11, 2023 00:52 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 11,250 | $3.84 | $43,200.00 |
DisclosureSEC source: 0001476840-23-000170 · wk-form4_1696985527.xml · nonDerivative · entry 1 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,116 F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| September 15, 2023 Filed Dec 2, 2023 00:54 UTC | Expensify, Inc. EXFY · Entity 6208 | Tax withholdingClass A Common Stock | 3,695 | $4.11 | $15,186.45 |
DisclosureSEC source: 0001476840-23-000202 · wk-form4_1701478461.xml · nonDerivative · entry 2 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,494 Read SEC document |
| September 15, 2023 Filed Dec 2, 2023 00:54 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 15,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000202 · wk-form4_1701478461.xml · nonDerivative · entry 1 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,189 F1 · shares: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| July 24, 2023 Filed Aug 1, 2023 21:22 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 5,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000133 · wf-form4_169092492024621.xml · nonDerivative · entry 1 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,866 F1 · shares: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| June 15, 2023 Filed Jun 17, 2023 00:42 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionLT50 Common Stock · Derivative | 3,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000094 · wf-form4_168696251029681.xml · derivative · entry 8 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See note Disclosed balance after: 11,464 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 |
| June 15, 2023 Filed Jun 17, 2023 00:42 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionRestricted Stock Units · Derivative | 3,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000094 · wf-form4_168696251029681.xml · derivative · entry 7 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,531 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 |
| June 15, 2023 Filed Jun 17, 2023 00:42 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionRestricted Stock Units · Derivative | 3,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000094 · wf-form4_168696251029681.xml · derivative · entry 6 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,531 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 represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. F4 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th. Read SEC document |
| June 15, 2023 Filed Jun 17, 2023 00:42 UTC | Expensify, Inc. EXFY · Entity 6208 | Tax withholdingClass A Common Stock | 1,861 | $7.15 | $13,306.15 |
DisclosureSEC source: 0001476840-23-000094 · wf-form4_168696251029681.xml · nonDerivative · entry 5 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,812 Read SEC document |
| June 15, 2023 Filed Jun 17, 2023 00:42 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionClass A Common Stock | 3,821 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-23-000094 · wf-form4_168696251029681.xml · nonDerivative · entry 4 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,673 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Each restricted stock unit represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. Read SEC document |
| June 14, 2023 Filed Jun 17, 2023 00:42 UTC | Expensify, Inc. EXFY · Entity 6208 | Tax withholdingClass A Common Stock | 412 | $7.00 | $2,884.00 |
DisclosureSEC source: 0001476840-23-000094 · wf-form4_168696251029681.xml · nonDerivative · entry 3 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,852 Read SEC document |
| June 14, 2023 Filed Jun 17, 2023 00:42 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 1,688 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000094 · wf-form4_168696251029681.xml · nonDerivative · entry 2 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,264 F2 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| June 14, 2023 Filed Jun 17, 2023 00:42 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 11,890 | $6.96 | $82,754.40 |
DisclosureSEC source: 0001476840-23-000094 · wf-form4_168696251029681.xml · nonDerivative · entry 1 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,576 F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:22 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionLT50 Common Stock · Derivative | 3,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000046 · wf-form4_167908812896127.xml · derivative · entry 8 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 7,643 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. F5 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F6 · derivative.exercise_price: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F6 · derivative.exercise_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F6 · derivative.expiration_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F7 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:22 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionRestricted Stock Units · Derivative | 3,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000046 · wf-form4_167908812896127.xml · derivative · entry 7 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,352 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. F5 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F4 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th, and September 15th. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:22 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionRestricted Stock Units · Derivative | 3,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000046 · wf-form4_167908812896127.xml · derivative · entry 6 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,352 Underlying: Class A Common Stock · 3,822 shares Expires 2029-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. F4 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th, and September 15th. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:22 UTC | Expensify, Inc. EXFY · Entity 6208 | Tax withholdingClass A Common Stock | 1,830 | $7.55 | $13,816.50 |
DisclosureSEC source: 0001476840-23-000046 · wf-form4_167908812896127.xml · nonDerivative · entry 5 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,686 Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:22 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionClass A Common Stock | 3,822 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-23-000046 · wf-form4_167908812896127.xml · nonDerivative · entry 4 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,516 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Each restricted stock unit represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:22 UTC | Expensify, Inc. EXFY · Entity 6208 | Tax withholdingClass A Common Stock | 247 | $7.32 | $1,808.04 |
DisclosureSEC source: 0001476840-23-000046 · wf-form4_167908812896127.xml · nonDerivative · entry 3 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,694 Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:22 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 1,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000046 · wf-form4_167908812896127.xml · nonDerivative · entry 2 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,941 F2 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:22 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 7,943 | $7.46 | $59,254.78 |
DisclosureSEC source: 0001476840-23-000046 · wf-form4_167908812896127.xml · nonDerivative · entry 1 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,889 F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| December 22, 2022 Filed Feb 7, 2023 22:01 UTC | Expensify, Inc. EXFY · Entity 6208 | GiftLT50 Common Stock · Derivative | 534,925 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000012 · wf-form5_167580725805556.xml · derivative · entry 3 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 3,821 Underlying: Class A Common Stock · 534,925 shares Expires not disclosed F5 · 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 · shares: On December 22, 2022, the reporting person transferred 534,925 shares of LT50 Common Stock to a LILIJK LLC, a manager-managed limited liability company. The investment and voting decisions of LILIJK LLC are made by its manager, the Reporting Person, and its controlling member is the Figueroa-Mills Family Revocable Trust, for which the Reporting Person serves as trustee. F5 · 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. F5 · 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. F3 · 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 22, 2022 Filed Feb 7, 2023 22:01 UTC | Expensify, Inc. EXFY · Entity 6208 | GiftLT10 Common Stock · Derivative | 576,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000012 · wf-form5_167580725805556.xml · derivative · entry 1 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 6,165 Underlying: Class A Common Stock · 576,720 shares Expires not disclosed F1 · derivative.exercise_price: The LT10 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 10 months. The LT10 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F2 · shares: On December 22, 2022, the reporting person transferred 576,720 shares of LT10 Common Stock to a LILIJK LLC, a manager-managed limited liability company. The investment and voting decisions of LILIJK LLC are made by its manager, the Reporting Person, and its controlling member is the Figueroa-Mills Family Revocable Trust, for which the Reporting Person serves as trustee. F1 · derivative.exercise_date: The LT10 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 10 months. The LT10 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F1 · derivative.expiration_date: The LT10 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 10 months. The LT10 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F3 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust. Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:35 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionLT50 Common Stock · Derivative | 3,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000146 · wf-form4_167149653658552.xml · derivative · entry 7 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 538,746 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 |
| December 15, 2022 Filed Dec 20, 2022 00:35 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionRestricted Stock Units · Derivative | 3,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000146 · wf-form4_167149653658552.xml · derivative · entry 6 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,174 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 |
| December 15, 2022 Filed Dec 20, 2022 00:35 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionRestricted Stock Units · Derivative | 3,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000146 · wf-form4_167149653658552.xml · derivative · entry 5 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,174 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 represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. F4 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th. Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:35 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Tax withholdingClass A Common Stock | 813 | $9.30 | $7,560.90 |
DisclosureSEC source: 0001476840-22-000146 · wf-form4_167149653658552.xml · nonDerivative · entry 4 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,946 Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:35 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionClass A Common Stock | 3,821 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-22-000146 · wf-form4_167149653658552.xml · nonDerivative · entry 3 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,759 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Each restricted stock unit represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:35 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GrantClass A Common Stock | 624 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000146 · wf-form4_167149653658552.xml · nonDerivative · entry 2 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,938 F2 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 00:35 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GrantClass A Common Stock | 6,308 | $9.51 | $59,989.08 |
DisclosureSEC source: 0001476840-22-000146 · wf-form4_167149653658552.xml · nonDerivative · entry 1 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,314 F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| November 14, 2022 Filed Nov 17, 2022 00:34 UTC | Expensify, Inc. [EXFY] · Entity 6208 | OtherLT10 Common Stock · Derivative | 6,165 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-22-000134 · wf-form4_166864522103509.xml · derivative · entry 2 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 582,885 Underlying: Class A Common Stock · 6,165 shares Expires not disclosed F2 · derivative.exercise_price: The LT10 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 10 months. The LT10 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F1 · kind: The Reporting Person exchanged 6,165 shares of Class A Common Stock for 6,165 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation. F1 · price: The Reporting Person exchanged 6,165 shares of Class A Common Stock for 6,165 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation. F2 · derivative.exercise_date: The LT10 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 10 months. The LT10 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F2 · derivative.expiration_date: The LT10 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 10 months. The LT10 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F3 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust. Read SEC document |
| November 14, 2022 Filed Nov 17, 2022 00:34 UTC | Expensify, Inc. [EXFY] · Entity 6208 | OtherClass A Common Stock | 6,165 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-22-000134 · wf-form4_166864522103509.xml · nonDerivative · entry 1 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,006 F1 · kind: The Reporting Person exchanged 6,165 shares of Class A Common Stock for 6,165 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation. F1 · price: The Reporting Person exchanged 6,165 shares of Class A Common Stock for 6,165 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation. Read SEC document |
| September 15, 2022 Filed Sep 20, 2022 01:39 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionLT50 Common Stock · Derivative | 15,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000109 · wf-form4_166363794444878.xml · derivative · entry 8 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 534,925 Underlying: Class A Common Stock · 15,285 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. F6 · derivative.exercise_price: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F6 · derivative.exercise_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F6 · derivative.expiration_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F7 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust. Read SEC document |
| September 15, 2022 Filed Sep 20, 2022 01:39 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionRestricted Stock Units · Derivative | 15,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000109 · wf-form4_166363794444878.xml · derivative · entry 7 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,995 Underlying: LT50 Common Stock · 15,285 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 |
| September 15, 2022 Filed Sep 20, 2022 01:39 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionRestricted Stock Units · Derivative | 15,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000109 · wf-form4_166363794444878.xml · derivative · entry 6 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,995 Underlying: Class A Common Stock · 15,285 shares Expires 2029-12-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. F4 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th. Read SEC document |
| September 15, 2022 Filed Sep 20, 2022 01:39 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Tax withholdingClass A Common Stock | 10,279 | $16.25 | $167,033.75 |
DisclosureSEC source: 0001476840-22-000109 · wf-form4_166363794444878.xml · nonDerivative · entry 4 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 634,061 Read SEC document |
| September 15, 2022 Filed Sep 20, 2022 01:39 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionClass A Common Stock | 15,285 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-22-000109 · wf-form4_166363794444878.xml · nonDerivative · entry 3 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 644,340 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Each restricted stock unit represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. Read SEC document |
| September 15, 2022 Filed Sep 20, 2022 01:39 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GrantClass A Common Stock | 294 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000109 · wf-form4_166363794444878.xml · nonDerivative · entry 2 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 629,055 F2 · kind: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| September 15, 2022 Filed Sep 20, 2022 01:39 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GrantClass A Common Stock | 3,402 | $16.70 | $56,813.40 |
DisclosureSEC source: 0001476840-22-000109 · wf-form4_166363794444878.xml · nonDerivative · entry 1 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 628,761 F1 · kind: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| August 10, 2022 Filed Sep 20, 2022 01:39 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GiftClass A Common Stock | 554,890 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000109 · wf-form4_166363794444878.xml · nonDerivative · entry 5 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,171 Read SEC document |
| June 14, 2022 Filed Jun 27, 2022 21:18 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GrantClass A Common Stock | 118 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000071 · wf-form4_165636467606877.xml · nonDerivative · entry 2 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 625,359 F2 · kind: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| June 14, 2022 Filed Jun 27, 2022 21:18 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GrantClass A Common Stock | 2,351 | $17.42 | $40,954.42 |
DisclosureSEC source: 0001476840-22-000071 · wf-form4_165636467606877.xml · nonDerivative · entry 1 Mills Jason Fahr · CIK 0001891197 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 625,241 F1 · kind: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.