Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Expensify, Inc.EXFY · Entity 6208 | Director | June 23, 2026 | June 25, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Expensify, Inc.
Report date June 23, 2026 · Filed June 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $1.75 · Expires 2036-06-23 | Direct | 1,160,447 |
Reported balance
After 2026-06-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-23 · Grant · Acquired 1,160,447 · Balance 1,160,447 F1: The stock option vests in 16 equal quarterly installments, deemed to have begun on April 12, 2025 |
Filing footnotes · ownership attribution and instrument terms
F1: The stock option vests in 16 equal quarterly installments, deemed to have begun on April 12, 2025
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 15, 2022 Filed Sep 20, 2022 01:38 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Tax withholdingClass A Common Stock | 7,645 | $16.25 | $124,231.25 |
DisclosureSEC source: 0001476840-22-000107 · wf-form4_166363789316188.xml · nonDerivative · entry 5 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,291 Read SEC document |
| September 15, 2022 Filed Sep 20, 2022 01:38 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionClass A Common Stock | 11,301 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001476840-22-000107 · wf-form4_166363789316188.xml · nonDerivative · entry 4 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,936 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Each restricted stock unit represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock. Read SEC document |
| September 15, 2022 Filed Sep 20, 2022 01:38 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Tax withholdingClass A Common Stock | 36 | $16.64 | $599.04 |
DisclosureSEC source: 0001476840-22-000107 · wf-form4_166363789316188.xml · nonDerivative · entry 3 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,635 Read SEC document |
| September 15, 2022 Filed Sep 20, 2022 01:38 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GrantClass A Common Stock | 145 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000107 · wf-form4_166363789316188.xml · nonDerivative · entry 2 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,671 F2 · kind: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| September 15, 2022 Filed Sep 20, 2022 01:38 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GrantClass A Common Stock | 1,531 | $16.70 | $25,567.70 |
DisclosureSEC source: 0001476840-22-000107 · wf-form4_166363789316188.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,526 F1 · kind: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| August 08, 2022 Filed Aug 10, 2022 22:02 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionStock Option · Derivative | 13,500 | $0.00 Strike: $0.97 | $0.00 |
DisclosureSEC source: 0001476840-22-000091 · wf-form4_166016892741965.xml · derivative · entry 2 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,810 Underlying: Class A Common Stock · 13,500 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 |
| August 08, 2022 Filed Aug 10, 2022 22:02 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionClass A Common Stock | 13,500 | $0.97 | $13,095.00 |
DisclosureSEC source: 0001476840-22-000091 · wf-form4_166016892741965.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,995 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 |
| June 14, 2022 Filed Jun 27, 2022 21:19 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Tax withholdingClass A Common Stock | 30 | $17.60 | $528.00 |
DisclosureSEC source: 0001476840-22-000073 · wf-form4_165636471872687.xml · nonDerivative · entry 3 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,495 Read SEC document |
| June 14, 2022 Filed Jun 27, 2022 21:19 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GrantClass A Common Stock | 66 | $0.00 | $0.00 |
DisclosureSEC source: 0001476840-22-000073 · wf-form4_165636471872687.xml · nonDerivative · entry 2 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,525 F2 · kind: Shares granted as matched shares pursuant to the SPMP. Read SEC document |
| June 14, 2022 Filed Jun 27, 2022 21:19 UTC | Expensify, Inc. [EXFY] · Entity 6208 | GrantClass A Common Stock | 1,309 | $17.42 | $22,802.78 |
DisclosureSEC source: 0001476840-22-000073 · wf-form4_165636471872687.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,459 F1 · kind: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Read SEC document |
| May 25, 2022 Filed May 26, 2022 20:51 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionStock Option · Derivative | 7,560 | $0.00 Strike: $0.97 | $0.00 |
DisclosureSEC source: 0001476840-22-000048 · wf-form4_165359827817809.xml · derivative · entry 2 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,990 Underlying: Class A Common Stock · 7,560 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: The stock option vests in 48 equal monthly installments beginning on April 1, 2019. Read SEC document |
| May 25, 2022 Filed May 26, 2022 20:51 UTC | Expensify, Inc. [EXFY] · Entity 6208 | Exercise / conversionClass A Common Stock | 7,560 | $0.97 | $7,333.20 |
DisclosureSEC source: 0001476840-22-000048 · wf-form4_165359827817809.xml · nonDerivative · entry 1 Vidal Daniel · CIK 0001891862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,150 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.