Vidal Daniel

SEC source: 0001891862-26-000015 · wk-form4_1782424521.xml · derivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,160,447

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

Expires 2036-06-23

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

SEC source: 0001891862-26-000007 · wk-form4_1781218726.xml · nonDerivative · entry 5

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 454,545

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

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

SEC source: 0001891862-26-000007 · wk-form4_1781218726.xml · nonDerivative · entry 4

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 456,055

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

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

SEC source: 0001891862-26-000007 · wk-form4_1781218726.xml · derivative · entry 8

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 163,496

Underlying: Class A Common Stock · 2,826 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.

SEC source: 0001891862-26-000007 · wk-form4_1781218726.xml · derivative · entry 7

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,554

Underlying: LT50 Common Stock · 2,826 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.

SEC source: 0001891862-26-000007 · wk-form4_1781218726.xml · derivative · entry 6

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,554

Underlying: Class A Common Stock · 2,826 shares

Expires 2029-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock.

F8 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th.

SEC source: 0001891862-26-000007 · wk-form4_1781218726.xml · nonDerivative · entry 3

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 462,213

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.

SEC source: 0001891862-26-000007 · wk-form4_1781218726.xml · nonDerivative · entry 2

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 459,387

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

SEC source: 0001891862-26-000007 · wk-form4_1781218726.xml · nonDerivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 438,462

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

SEC source: 0001891862-26-000002 · wk-form4_1767656441.xml · nonDerivative · entry 2

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 366,049

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

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

SEC source: 0001891862-25-000025 · wk-form4_1766109727.xml · nonDerivative · entry 3

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 366,049

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

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

SEC source: 0001891862-25-000025 · wk-form4_1766109727.xml · nonDerivative · entry 2

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 370,886

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

SEC source: 0001891862-25-000025 · wk-form4_1766109727.xml · nonDerivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 354,175

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

SEC source: 0001891862-26-000002 · wk-form4_1767656441.xml · derivative · entry 5

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 160,670

Underlying: Class A Common Stock · 2,825 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock.

F6 · derivative.exercise_price: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F6 · derivative.exercise_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F6 · derivative.expiration_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.

F7 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust.

SEC source: 0001891862-26-000002 · wk-form4_1767656441.xml · derivative · entry 4

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,380

Underlying: LT50 Common Stock · 2,825 shares

Expires 2029-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock.

F4 · derivative.exercise_date: The RSUs vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th.

SEC source: 0001891862-26-000002 · wk-form4_1767656441.xml · derivative · entry 3

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,380

Underlying: Class A Common Stock · 2,825 shares

Expires 2029-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock.

F4 · derivative.exercise_date: The RSUs vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th.

SEC source: 0001891862-26-000002 · wk-form4_1767656441.xml · nonDerivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 368,874

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.

SEC source: 0001891862-25-000021 · wk-form4_1762395010.xml · nonDerivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 317,857

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 27, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.59 to $1.63, 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.

SEC source: 0001891862-25-000019 · wk-form4_1758750752.xml · nonDerivative · entry 5

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 326,857

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

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

SEC source: 0001891862-25-000019 · wk-form4_1758750752.xml · nonDerivative · entry 4

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 328,389

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

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

SEC source: 0001891862-25-000019 · wk-form4_1758750752.xml · derivative · entry 8

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 157,845

Underlying: Class A Common Stock · 2,825 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.

SEC source: 0001891862-25-000019 · wk-form4_1758750752.xml · derivative · entry 7

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,205

Underlying: LT50 Common Stock · 2,825 shares

Expires 2029-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F9 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock.

F8 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th.

SEC source: 0001891862-25-000019 · wk-form4_1758750752.xml · derivative · entry 6

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,205

Underlying: Class A Common Stock · 2,825 shares

Expires 2029-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock.

F8 · derivative.exercise_date: The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th.

SEC source: 0001891862-25-000019 · wk-form4_1758750752.xml · nonDerivative · entry 3

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 332,398

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.

SEC source: 0001891862-25-000019 · wk-form4_1758750752.xml · nonDerivative · entry 2

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 329,573

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

SEC source: 0001891862-25-000019 · wk-form4_1758750752.xml · nonDerivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 315,323

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

SEC source: 0001476840-25-000123 · wk-form4_1755896051.xml · nonDerivative · entry 2

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 289,474

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

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

SEC source: 0001476840-25-000123 · wk-form4_1755896051.xml · nonDerivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 290,524

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

SEC source: 0001476840-25-000109 · wk-form4_1754313489.xml · nonDerivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 286,817

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 27, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.93 to $2.00, 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.

SEC source: 0001891862-25-000017 · wk-form4a_1758749982.xml · nonDerivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 294,235

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

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

SEC source: 0001476840-25-000098 · wk-form4_1750294202.xml · nonDerivative · entry 4

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 295,817

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

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

SEC source: 0001476840-25-000098 · wk-form4_1750294202.xml · derivative · entry 7

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 155,020

Underlying: Class A Common Stock · 2,826 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.

SEC source: 0001476840-25-000098 · wk-form4_1750294202.xml · derivative · entry 6

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,030

Underlying: LT50 Common Stock · 2,826 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.

SEC source: 0001476840-25-000098 · wk-form4_1750294202.xml · derivative · entry 5

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,030

Underlying: Class A Common Stock · 2,826 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.

SEC source: 0001476840-25-000098 · wk-form4_1750294202.xml · nonDerivative · entry 3

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 299,171

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.

SEC source: 0001476840-25-000098 · wk-form4_1750294202.xml · nonDerivative · entry 2

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 296,345

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

SEC source: 0001476840-25-000098 · wk-form4_1750294202.xml · nonDerivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 284,030

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

SEC source: 0001476840-25-000076 · wk-form4_1749155366.xml · nonDerivative · entry 2

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 261,714

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

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

SEC source: 0001476840-25-000076 · wk-form4_1749155366.xml · nonDerivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 262,623

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

SEC source: 0001476840-25-000036 · wk-form4_1743458781.xml · nonDerivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 232,428

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 27, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.09 to $3.23, 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.

SEC source: 0001476840-25-000057 · wk-form4_1745528767.xml · nonDerivative · entry 5

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 259,403

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

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

SEC source: 0001476840-25-000057 · wk-form4_1745528767.xml · nonDerivative · entry 4

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 262,596

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

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

SEC source: 0001476840-25-000057 · wk-form4_1745528767.xml · nonDerivative · entry 3

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 264,270

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

SEC source: 0001476840-25-000057 · wk-form4_1745528767.xml · derivative · entry 8

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See note

Disclosed balance after: 152,194

Underlying: Class A Common Stock · 2,825 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.

SEC source: 0001476840-25-000057 · wk-form4_1745528767.xml · derivative · entry 7

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,856

Underlying: LT50 Common Stock · 2,825 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.

SEC source: 0001476840-25-000057 · wk-form4_1745528767.xml · derivative · entry 6

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,856

Underlying: Class A Common Stock · 2,825 shares

Expires 2029-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock.

F8 · derivative.exercise_date: The RSUs vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th.

SEC source: 0001476840-25-000057 · wk-form4_1745528767.xml · nonDerivative · entry 2

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 253,665

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock.

SEC source: 0001476840-25-000057 · wk-form4_1745528767.xml · nonDerivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 250,840

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

SEC source: 0001476840-25-000050 · wk-form4a_1745527012.xml · nonDerivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 239,037

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

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

SEC source: 0001476840-25-000030 · wk-form4_1741645687.xml · nonDerivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 241,428

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