Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Expensify, Inc.EXFY · Entity 6208 | Director | June 23, 2026 | June 25, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Expensify, Inc.
Report date June 23, 2026 · Filed June 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $1.75 · Expires 2036-06-23 | Direct | 1,160,447 |
Reported balance
After 2026-06-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-23 · Grant · Acquired 1,160,447 · Balance 1,160,447 F1: The stock option vests in 16 equal quarterly installments, deemed to have begun on April 12, 2025 |
Filing footnotes · ownership attribution and instrument terms
F1: The stock option vests in 16 equal quarterly installments, deemed to have begun on April 12, 2025
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 24, 2024 Filed Dec 26, 2024 11:23 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionStock Option · Derivative | 1,990 | $0.00 Strike: $0.97 | $0.00 |
DisclosureSEC source: 0001476840-24-000263 · wk-form4_1735212211.xml · derivative · entry 4 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,990 shares Expires 2029-04-12 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_date: The stock option vests in 48 equal monthly installments beginning on April 1, 2019. Read SEC document |
| December 24, 2024 Filed Dec 26, 2024 11:23 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionStock Option · Derivative | 48,150 | $0.00 Strike: $0.97 | $0.00 |
DisclosureSEC source: 0001476840-24-000263 · wk-form4_1735212211.xml · derivative · entry 3 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,660 Underlying: Class A Common Stock · 48,150 shares Expires 2029-04-12 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_date: Reflects remaining portion of the stock option that originally vested in 72 equal monthly installments beginning on May 12, 2019. Read SEC document |
| December 24, 2024 Filed Dec 26, 2024 11:23 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionClass A Common Stock | 1,990 | $0.97 | $1,930.30 |
DisclosureSEC source: 0001476840-24-000263 · wk-form4_1735212211.xml · nonDerivative · entry 2 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 234,560 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. Read SEC document |
| December 24, 2024 Filed Dec 26, 2024 11:23 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionClass A Common Stock | 48,150 | $0.97 | $46,705.50 |
DisclosureSEC source: 0001476840-24-000263 · wk-form4_1735212211.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 232,570 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. Read SEC document |
| December 17, 2024 Filed Dec 19, 2024 01:11 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 2,818 | $3.82 | $10,764.76 |
DisclosureSEC source: 0001476840-24-000248 · wk-form4_1734570664.xml · nonDerivative · entry 5 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 231,781 F6 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. F7 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $3.70 to $3.91, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 16, 2024 Filed Dec 19, 2024 01:11 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 9,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000248 · wk-form4_1734570664.xml · nonDerivative · entry 4 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 234,599 F5 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| December 16, 2024 Filed Dec 19, 2024 01:11 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 11,224 | $3.95 | $44,334.80 |
DisclosureSEC source: 0001476840-24-000248 · wk-form4_1734570664.xml · nonDerivative · entry 3 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225,216 F4 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| December 16, 2024 Filed Dec 19, 2024 01:11 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 1,649 | $3.84 | $6,332.16 |
DisclosureSEC source: 0001476840-24-000248 · wk-form4_1734570664.xml · nonDerivative · entry 2 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,992 F2 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer. F3 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $3.78 to $3.93, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 15, 2024 Filed Dec 19, 2024 01:11 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionLT50 Common Stock · Derivative | 2,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000248 · wk-form4_1734570664.xml · derivative · entry 8 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See note Disclosed balance after: 149,369 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. Read SEC document |
| December 15, 2024 Filed Dec 19, 2024 01:11 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionRestricted Stock Units · Derivative | 2,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000248 · wk-form4_1734570664.xml · derivative · entry 7 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,681 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. Read SEC document |
| December 15, 2024 Filed Dec 19, 2024 01:11 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionRestricted Stock Units · Derivative | 2,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000248 · wk-form4_1734570664.xml · derivative · entry 6 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,681 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. F8 · derivative.exercise_date: The RSUs vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th. Read SEC document |
| December 15, 2024 Filed Dec 19, 2024 01:11 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionClass A Common Stock | 2,825 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-24-000248 · wk-form4_1734570664.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 215,641 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. Read SEC document |
| December 06, 2024 Filed Dec 9, 2024 21:57 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 2,419 | $3.65 | $8,829.35 |
DisclosureSEC source: 0001476840-24-000234 · wk-form4_1733781416.xml · nonDerivative · entry 2 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 212,816 F2 · kind: Shares were sold solely to cover taxes for shares awarded under the SPMP. F3 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. F4 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $3.56 to $3.69, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 21:57 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 8,479 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000234 · wk-form4_1733781416.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 215,235 F1 · shares: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| September 17, 2024 Filed Sep 19, 2024 12:39 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 2,520 | $2.27 | $5,720.40 |
DisclosureSEC source: 0001476840-24-000202 · wk-form4_1726749576.xml · nonDerivative · entry 5 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 206,756 F6 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. F7 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.23 to $2.33, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| September 17, 2024 Filed Sep 19, 2024 12:39 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 8,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000202 · wk-form4_1726749576.xml · nonDerivative · entry 4 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209,276 F5 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| September 17, 2024 Filed Sep 19, 2024 12:39 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 14,863 | $2.42 | $35,968.46 |
DisclosureSEC source: 0001476840-24-000202 · wk-form4_1726749576.xml · nonDerivative · entry 3 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 201,192 F4 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| September 16, 2024 Filed Sep 19, 2024 12:39 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 1,805 | $2.28 | $4,115.40 |
DisclosureSEC source: 0001476840-24-000202 · wk-form4_1726749576.xml · nonDerivative · entry 2 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,329 F2 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer. F3 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.25 to $2.32, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| September 15, 2024 Filed Sep 19, 2024 12:39 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionLT50 Common Stock · Derivative | 2,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000202 · wk-form4_1726749576.xml · derivative · entry 8 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See note Disclosed balance after: 146,544 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 RSU represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F10 · derivative.exercise_price: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F10 · derivative.exercise_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F10 · derivative.expiration_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F11 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust. Read SEC document |
| September 15, 2024 Filed Sep 19, 2024 12:39 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionRestricted Stock Units · Derivative | 2,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000202 · wk-form4_1726749576.xml · derivative · entry 7 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,506 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 RSU represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F8 · derivative.exercise_date: The RSUs vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th, and September 15th. Read SEC document |
| September 15, 2024 Filed Sep 19, 2024 12:39 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionRestricted Stock Units · Derivative | 2,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000202 · wk-form4_1726749576.xml · derivative · entry 6 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,506 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. F8 · derivative.exercise_date: The RSUs vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th, and September 15th. Read SEC document |
| September 15, 2024 Filed Sep 19, 2024 12:39 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionClass A Common Stock | 2,826 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-24-000202 · wk-form4_1726749576.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,134 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. Read SEC document |
| August 28, 2024 Filed Aug 30, 2024 20:14 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 3,962 | $2.20 | $8,716.40 |
DisclosureSEC source: 0001476840-24-000180 · wk-form4_1725048862.xml · nonDerivative · entry 2 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,308 F2 · kind: Shares were sold solely to cover taxes for shares awarded under the SPMP. F3 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. F4 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.18 to $2.26, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 28, 2024 Filed Aug 30, 2024 20:14 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 13,163 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000180 · wk-form4_1725048862.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,270 F1 · kind: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| August 06, 2024 Filed Aug 19, 2024 20:12 UTC | Expensify, Inc. EXFY · Entity 6208 | Disposition to issuerClass A Common Stock | 542 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000169 · wk-form4_1724098336.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 176,107 F1 · kind: This transaction represents the surrendering of certain Matching Shares, as defined in the Issuer's 2021 Stock Purchase and Matching Plan ("SPMP"), to the Issuer to correct an inadvertent clerical error which resulted in the Reporting Person receiving an excess of SPMP Matching Shares for the purchase period ending June 15, 2024. Read SEC document |
| August 01, 2024 Filed Aug 7, 2024 00:34 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 10,000 | $1.81 | $18,100.00 |
DisclosureSEC source: 0001476840-24-000146 · wk-form4_1722990858.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 176,649 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 September 14, 2022, as amended on December 15, 2023. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.77 to $1.85, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| June 18, 2024 Filed Dec 19, 2024 22:22 UTC Amendment | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 2,229 | $1.30 | $2,897.70 |
DisclosureSEC source: 0001476840-24-000256 · wk-form4a_1734646949.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,420 F1 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP") for certain employees of the Issuer. On June 18, 2024, the Reporting Person filed a Form 4 reporting the shares granted as matched shares but inadvertently excluded this related sale. F2 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.27 to $1.32, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 17, 2024 Filed Jun 19, 2024 01:45 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 1,653 | $1.34 | $2,215.02 |
DisclosureSEC source: 0001476840-24-000108 · wk-form4_1718761492.xml · nonDerivative · entry 4 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,649 F4 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer. F5 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of restricted stock units for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.32 to $1.39, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| June 15, 2024 Filed Jun 19, 2024 01:45 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionLT50 Common Stock · Derivative | 2,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000108 · wk-form4_1718761492.xml · derivative · entry 7 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See note Disclosed balance after: 143,718 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. F7 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F8 · derivative.exercise_price: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F8 · derivative.exercise_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F8 · derivative.expiration_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F9 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust. Read SEC document |
| June 15, 2024 Filed Jun 19, 2024 01:45 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionRestricted Stock Units · Derivative | 2,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000108 · wk-form4_1718761492.xml · derivative · entry 6 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,332 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. F7 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F6 · derivative.exercise_date: The RSUs vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th, and September 15th. Read SEC document |
| June 15, 2024 Filed Jun 19, 2024 01:45 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionRestricted Stock Units · Derivative | 2,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000108 · wk-form4_1718761492.xml · derivative · entry 5 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,332 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. F6 · derivative.exercise_date: The RSUs vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th, and September 15th. Read SEC document |
| June 15, 2024 Filed Jun 19, 2024 01:45 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionClass A Common Stock | 2,825 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-24-000108 · wk-form4_1718761492.xml · nonDerivative · entry 3 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,302 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. Read SEC document |
| June 14, 2024 Filed Jun 19, 2024 01:45 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 7,129 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000108 · wk-form4_1718761492.xml · nonDerivative · entry 2 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,477 F2 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| June 14, 2024 Filed Jun 19, 2024 01:45 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 31,693 | $1.35 | $42,785.55 |
DisclosureSEC source: 0001476840-24-000108 · wk-form4_1718761492.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178,348 F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| June 03, 2024 Filed Jun 6, 2024 12:06 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 4,895 | $1.50 | $7,342.50 |
DisclosureSEC source: 0001476840-24-000088 · wk-form4_1717675569.xml · nonDerivative · entry 2 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,655 F2 · kind: Shares were sold solely to cover taxes for shares awarded under the SPMP. F3 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. F4 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.43 to $1.55, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 03, 2024 Filed Jun 6, 2024 12:06 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 15,617 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000088 · wk-form4_1717675569.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,550 F1 · shares: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| May 03, 2024 Filed May 22, 2024 21:49 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 15,000 | $1.62 | $24,300.00 |
DisclosureSEC source: 0001476840-24-000075 · wk-form4_1716414570.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 135,933 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 September 14, 2022, as amended on December 15, 2023. 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 $1.68, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| March 20, 2024 Filed Mar 29, 2024 00:13 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 1,736 | $1.91 | $3,315.76 |
DisclosureSEC source: 0001476840-24-000038 · wk-form4_1711671213.xml · nonDerivative · entry 5 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,933 F6 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer. F7 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of restricted stock units for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.87 to $1.93, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 23:40 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 20,000 | $2.00 | $40,000.00 |
DisclosureSEC source: 0001476840-24-000030 · wk-form4_1710891623.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 129,727 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 September 14, 2022, as amended on December 15, 2023. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.95 to $2.05, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| March 15, 2024 Filed Mar 29, 2024 00:13 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionLT50 Common Stock · Derivative | 2,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000038 · wk-form4_1711671213.xml · derivative · entry 8 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See note Disclosed balance after: 140,893 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. Read SEC document |
| March 15, 2024 Filed Mar 29, 2024 00:13 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionRestricted Stock Units · Derivative | 2,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000038 · wk-form4_1711671213.xml · derivative · entry 7 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,157 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. Read SEC document |
| March 15, 2024 Filed Mar 29, 2024 00:13 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionRestricted Stock Units · Derivative | 2,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000038 · wk-form4_1711671213.xml · derivative · entry 6 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,157 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. F5 · derivative.exercise_price: Each RSU represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. F8 · derivative.exercise_date: The RSUs vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th. Read SEC document |
| March 15, 2024 Filed Mar 29, 2024 00:13 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionClass A Common Stock | 2,825 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-24-000038 · wk-form4_1711671213.xml · nonDerivative · entry 4 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,669 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · price: Each RSU represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. Read SEC document |
| March 15, 2024 Filed Mar 29, 2024 00:13 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 1,242 | $2.00 | $2,484.00 |
DisclosureSEC source: 0001476840-24-000038 · wk-form4_1711671213.xml · nonDerivative · entry 3 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,844 F3 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. F4 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.94 to $2.04, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 15, 2024 Filed Mar 29, 2024 00:13 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 4,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000038 · wk-form4_1711671213.xml · nonDerivative · entry 2 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,086 F2 · shares: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| March 15, 2024 Filed Mar 29, 2024 00:13 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 17,000 | $2.07 | $35,190.00 |
DisclosureSEC source: 0001476840-24-000038 · wk-form4_1711671213.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,727 F1 · shares: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 20:58 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 5,202 | $2.14 | $11,132.28 |
DisclosureSEC source: 0001476840-24-000025 · wk-form4_1710449916.xml · nonDerivative · entry 2 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,727 F2 · kind: Shares were sold solely to cover taxes for shares awarded under the SPMP. F3 · shares: Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. F4 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.08 to $2.20, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 20:58 UTC | Expensify, Inc. EXFY · Entity 6208 | GrantClass A Common Stock | 14,942 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-24-000025 · wk-form4_1710449916.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,929 F1 · shares: Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| December 19, 2023 Filed Dec 22, 2023 14:03 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 1,639 | $2.31 | $3,786.09 |
DisclosureSEC source: 0001476840-23-000218 · wk-form4_1703253809.xml · nonDerivative · entry 5 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,987 F6 · kind: Shares were sold solely to cover taxes upon the vesting of restricted stock units. F7 · price: The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of restricted stock units for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.28 to $2.34, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 15, 2023 Filed Dec 22, 2023 14:03 UTC | Expensify, Inc. EXFY · Entity 6208 | Exercise / conversionLT50 Common Stock · Derivative | 2,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-23-000218 · wk-form4_1703253809.xml · derivative · entry 8 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See note Disclosed balance after: 138,068 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 restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. F10 · derivative.exercise_price: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F10 · derivative.exercise_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F10 · derivative.expiration_date: The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock. F11 · ownership.nature: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.