Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Expensify, Inc.EXFY · Entity 6208 | 10% owner | March 03, 2026 | March 18, 2026 |
| Forge Global Holdings, Inc.FRGE · Entity 63107 | Director | March 21, 2022 | March 30, 2022 |
| GPGI, Inc.CMPO · Entity 4098 | 10% owner | March 09, 2022 | December 08, 2022 |
| Independence Holdings Corp.ACQRU · Entity 138722 | Director · 10% owner | March 08, 2021 | March 08, 2021 |
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 March 03, 2026 · Filed March 18, 2026
Jointly reported with Steven J. McLaughlin Revocable Trust, EXP 2020 SPV LP, SF Roofdeck GP LLC
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 10,439,949 |
Reported balance
After 2026-03-03 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2026-03-03 · Purchase · Acquired 500,000 · Balance 10,439,949 F1: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $0.93 to $1.00, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth footnotes (1), (3), (4), (5) and (6) to this Form 4. F2: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 10,767,093 |
Reported balance
After 2026-03-04 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2026-03-04 · Purchase · Acquired 327,144 · Balance 10,767,093 F3: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.005 to $1.045, inclusive. F2: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 11,247,482 |
Reported balance
After 2026-03-06 transaction · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · 2026-03-06 · Purchase · Acquired 480,389 · Balance 11,247,482 F4: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $0.94 to $0.98, inclusive. F2: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 11,703,393 |
Reported balance
After 2026-03-09 transaction · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · 2026-03-09 · Purchase · Acquired 455,911 · Balance 11,703,393 F5: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $0.917 to $0.990, inclusive. F2: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 12,203,393 |
Reported balance
After 2026-03-11 transaction · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · 2026-03-11 · Purchase · Acquired 500,000 · Balance 12,203,393 F6: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $0.822 to $0.910, inclusive. F2: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 1,783,610 |
Reported balance
Holding disclosure · report date 2026-03-03 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,783,610 F7: These shares are owned directly by EXP 2020 SPV LP ("EXP"). SF Roofdeck GP LLC ("Roofdeck") serves as the general partner of EXP. Roofdeck is wholly owned by the Trust, of which Steven J. McLaughlin is the sole trustee. Mr. McLaughlin disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $0.93 to $1.00, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth footnotes (1), (3), (4), (5) and (6) to this Form 4.
F2: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee.
F3: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.005 to $1.045, inclusive.
F4: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $0.94 to $0.98, inclusive.
F5: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $0.917 to $0.990, inclusive.
F6: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $0.822 to $0.910, inclusive.
F7: These shares are owned directly by EXP 2020 SPV LP ("EXP"). SF Roofdeck GP LLC ("Roofdeck") serves as the general partner of EXP. Roofdeck is wholly owned by the Trust, of which Steven J. McLaughlin is the sole trustee. Mr. McLaughlin disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.
Forge Global Holdings, Inc.
Report date March 21, 2022 · Filed March 30, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.0001 par value per shareSEC Table I · non-derivative | IndirectSee Footnote | 5,859,595 |
Reported balance
Holding disclosure · report date 2022-03-21 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 5,859,595 F1: Includes 5,859,595 shares of Common Stock held by FTP Equidate LLC. Mr. McLaughlin owns 99.25% of FTP Equidate LLC through the Steven J. McLaughlin Revocable Trust, of which he is the sole trustee. Mr. McLaughlin disclaims beneficial ownership of all securities held by FTP Equidate except to the extent of his pecuniary interest therein. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $5.43 · Expires 2031-07-30 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2022-03-21 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed |
| WarrantsSEC Table II · derivative / convertible security · Conversion / exercise price $3.98 · Expires 2025-06-25 | IndirectSee Footenote | Not disclosed |
Reported balance
Holding disclosure · report date 2022-03-21 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F2: Includes warrants held by FTP Credit Holdings LLC. Mr. McLaughlin is the beneficial owner of FTP Credit Holdings LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 5,859,595 shares of Common Stock held by FTP Equidate LLC. Mr. McLaughlin owns 99.25% of FTP Equidate LLC through the Steven J. McLaughlin Revocable Trust, of which he is the sole trustee. Mr. McLaughlin disclaims beneficial ownership of all securities held by FTP Equidate except to the extent of his pecuniary interest therein.
F2: Includes warrants held by FTP Credit Holdings LLC. Mr. McLaughlin is the beneficial owner of FTP Credit Holdings LLC.
GPGI, Inc.
Report date March 09, 2022 · Filed December 08, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, $0.0001 par value per shareSEC Table I · non-derivative | IndirectSee Footnote | 1,500,000 |
Reported balance
Holding disclosure · report date 2022-03-09 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,500,000 F1: Reporting Person's amount of securities beneficially owned has remained unchanged since the closing of Issuer's SPAC merger with Roman DBDR Tech Acquisition Corp. Reporting Person's beneficial ownership increased to 10.05% as a result of a reduction in Issuer's outstanding Class A Common Stock on March 9, 2022. Reporting Person's beneficial ownership decreased to 9.92% as a result of an increase in Issuer's Class A Common Stock. As of the date of this filing, based on Issuer's Class A Common Stock outstanding as disclosed on its Form 10-Q filed November 4, 2022, Reporting Person's beneficial ownership has further decreased to 9.52%. Reporting Person has not engaged in any purchase or sale of CMPO Class A Common Stock since his initial purchase in connection with Issuer's SPAC merger with Roman DBDR Tech Acquisition Corp. F2: All of Reporting Person's beneficially owned Class A Common Stock is held indirectly through investment vehicles owned by the Steven J. McLaughlin Revocable Trust, of which Reporting Person is the sole trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Reporting Person's amount of securities beneficially owned has remained unchanged since the closing of Issuer's SPAC merger with Roman DBDR Tech Acquisition Corp. Reporting Person's beneficial ownership increased to 10.05% as a result of a reduction in Issuer's outstanding Class A Common Stock on March 9, 2022. Reporting Person's beneficial ownership decreased to 9.92% as a result of an increase in Issuer's Class A Common Stock. As of the date of this filing, based on Issuer's Class A Common Stock outstanding as disclosed on its Form 10-Q filed November 4, 2022, Reporting Person's beneficial ownership has further decreased to 9.52%. Reporting Person has not engaged in any purchase or sale of CMPO Class A Common Stock since his initial purchase in connection with Issuer's SPAC merger with Roman DBDR Tech Acquisition Corp.
F2: All of Reporting Person's beneficially owned Class A Common Stock is held indirectly through investment vehicles owned by the Steven J. McLaughlin Revocable Trust, of which Reporting Person is the sole trustee.
Independence Holdings Corp.
Report date March 08, 2021 · Filed March 08, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Ordinary SharesSEC Table II · derivative / convertible security | IndirectSee Footnote | Not disclosed |
Reported balance
Holding disclosure · report date 2021-03-08 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the issuer's registration statement on Form S-1 (File No. 333-253095) (the "Registration Statement") under the heading "Description of Securities - Founder Shares", Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the issuer's initial business combination, on a one-for-one basis, subject to certain adjustments described therein, and have no expiration date. F2: The Class B ordinary shares held directly by Independence Sponsor LLC (the "Sponsor") were acquired pursuant to a subscription agreement by and between the Sponsor and the issuer. The Class B ordinary shares owned by the Sponsor include up to 1,631,250 shares that are subject to forfeiture in the event the underwriters of the issuer's initial public offering do not exercise in full their over-allotment option, as described in the Registration Statement. F3: Steven J. McLaughlin, the Co-Chairman of the Issuer, is a co-Managing Member of the Sponsor. Mr. McLaughlin has voting and investment discretion with respect to the securities held directly by the Sponsor. As such, Mr. McLaughlin may be deemed to have indirect beneficial ownership of Class B ordinary shares held directly by the Sponsor. Mr. McLaughlin disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interest he may have therein. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-253095) (the "Registration Statement") under the heading "Description of Securities - Founder Shares", Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the issuer's initial business combination, on a one-for-one basis, subject to certain adjustments described therein, and have no expiration date.
F2: The Class B ordinary shares held directly by Independence Sponsor LLC (the "Sponsor") were acquired pursuant to a subscription agreement by and between the Sponsor and the issuer. The Class B ordinary shares owned by the Sponsor include up to 1,631,250 shares that are subject to forfeiture in the event the underwriters of the issuer's initial public offering do not exercise in full their over-allotment option, as described in the Registration Statement.
F3: Steven J. McLaughlin, the Co-Chairman of the Issuer, is a co-Managing Member of the Sponsor. Mr. McLaughlin has voting and investment discretion with respect to the securities held directly by the Sponsor. As such, Mr. McLaughlin may be deemed to have indirect beneficial ownership of Class B ordinary shares held directly by the Sponsor. Mr. McLaughlin disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interest he may have therein.
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 |
|---|---|---|---|---|---|---|
| March 11, 2026 Filed Mar 18, 2026 19:37 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 500,000 | $0.84 | $420,000.00 |
DisclosureSEC source: 0000929638-26-001055 · form4.xml · nonDerivative · entry 5 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 12,203,393 F6 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $0.822 to $0.910, inclusive. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| March 09, 2026 Filed Mar 18, 2026 19:37 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 455,911 | $0.95 | $432,659.54 |
DisclosureSEC source: 0000929638-26-001055 · form4.xml · nonDerivative · entry 4 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 11,703,393 F5 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $0.917 to $0.990, inclusive. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| March 06, 2026 Filed Mar 18, 2026 19:37 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 480,389 | $0.96 | $461,653.83 |
DisclosureSEC source: 0000929638-26-001055 · form4.xml · nonDerivative · entry 3 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 11,247,482 F4 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $0.94 to $0.98, inclusive. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| March 04, 2026 Filed Mar 18, 2026 19:37 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 327,144 | $1.02 | $334,995.46 |
DisclosureSEC source: 0000929638-26-001055 · form4.xml · nonDerivative · entry 2 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 10,767,093 F3 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.005 to $1.045, inclusive. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| March 03, 2026 Filed Mar 18, 2026 19:37 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 500,000 | $0.97 | $485,000.00 |
DisclosureSEC source: 0000929638-26-001055 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 10,439,949 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $0.93 to $1.00, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth footnotes (1), (3), (4), (5) and (6) to this Form 4. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| July 08, 2024 Filed Jul 10, 2024 22:38 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 123,217 | $1.45 | $178,664.65 |
DisclosureSEC source: 0000929638-24-002464 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 9,939,949 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.42 to $1.45, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 21:59 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 24,529 | $1.45 | $35,567.05 |
DisclosureSEC source: 0000929638-24-002397 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 9,816,732 F1 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| June 27, 2024 Filed Jun 28, 2024 21:40 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 75,840 | $1.45 | $109,968.00 |
DisclosureSEC source: 0000929638-24-002298 · form4.xml · nonDerivative · entry 2 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 9,792,203 F3 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.44 to $1.45, inclusive. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| June 26, 2024 Filed Jun 28, 2024 21:40 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 12,999 | $1.45 | $18,848.55 |
DisclosureSEC source: 0000929638-24-002298 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 9,716,363 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.44 to $1.45, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (1) and (3) to this Form 4. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| June 25, 2024 Filed Jun 26, 2024 20:25 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 6,685 | $1.45 | $9,693.25 |
DisclosureSEC source: 0000929638-24-002276 · form4.xml · nonDerivative · entry 2 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 9,703,364 F3 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.445 to $1.45, inclusive. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| June 24, 2024 Filed Jun 26, 2024 20:25 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 7,208 | $1.44 | $10,379.52 |
DisclosureSEC source: 0000929638-24-002276 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 9,696,679 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.41 to $1.45, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (1) and (3) to this Form 4. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| June 21, 2024 Filed Jun 24, 2024 20:45 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 91,347 | $1.41 | $128,799.27 |
DisclosureSEC source: 0000929638-24-002250 · form4.xml · nonDerivative · entry 2 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 9,689,471 F3 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.36 to $1.45, inclusive. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 20:45 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 39,845 | $1.32 | $52,595.40 |
DisclosureSEC source: 0000929638-24-002250 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 9,598,124 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.27 to $1.37, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (1) and (3) to this Form 4. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| May 01, 2024 Filed May 3, 2024 22:01 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 11,972 | $1.60 | $19,155.20 |
DisclosureSEC source: 0000929638-24-001692 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 9,558,279 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.59 to $1.60, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| April 30, 2024 Filed May 1, 2024 20:30 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 112,025 | $1.60 | $179,240.00 |
DisclosureSEC source: 0000929638-24-001670 · form4.xml · nonDerivative · entry 2 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 9,546,307 F3 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.56 to $1.60, inclusive. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| April 29, 2024 Filed May 1, 2024 20:30 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 418,446 | $1.56 | $652,775.76 |
DisclosureSEC source: 0000929638-24-001670 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 9,434,282 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.52 to $1.60, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (1) and (3) to this Form 4. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| April 26, 2024 Filed Apr 29, 2024 20:38 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 200 | $1.60 | $320.00 |
DisclosureSEC source: 0000929638-24-001650 · form4.xml · nonDerivative · entry 2 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 9,015,836 F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| April 25, 2024 Filed Apr 29, 2024 20:38 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 17,511 | $1.59 | $27,842.49 |
DisclosureSEC source: 0000929638-24-001650 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 9,015,636 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.55 to $1.60, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth above. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| April 18, 2024 Filed Apr 19, 2024 20:15 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 8,481 | $1.59 | $13,484.79 |
DisclosureSEC source: 0000929638-24-001535 · form4.xml · nonDerivative · entry 2 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 8,998,125 F3 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.56 to $1.60, inclusive. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| April 17, 2024 Filed Apr 19, 2024 20:15 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 135,158 | $1.50 | $202,737.00 |
DisclosureSEC source: 0000929638-24-001535 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 8,989,644 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.45 to $1.53, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (1) and (3) to this Form 4. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| April 16, 2024 Filed Apr 17, 2024 20:31 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 76,079 | $1.46 | $111,075.34 |
DisclosureSEC source: 0000929638-24-001516 · form4.xml · nonDerivative · entry 2 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 8,854,486 F3 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.42 to $1.48, inclusive. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 20:31 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 248,712 | $1.43 | $355,658.16 |
DisclosureSEC source: 0000929638-24-001516 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 8,778,407 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.43 to $1.45, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (1) and (3) to this Form 4. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 21:31 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 182,941 | $1.59 | $290,876.19 |
DisclosureSEC source: 0000929638-24-000760 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 8,529,695 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.57 to $1.60, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| January 30, 2024 Filed Feb 1, 2024 21:39 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 41,456 | $1.77 | $73,377.12 |
DisclosureSEC source: 0000929638-24-000346 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 8,346,754 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.74 to $1.80, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| January 26, 2024 Filed Jan 30, 2024 22:44 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 196,076 | $1.76 | $345,093.76 |
DisclosureSEC source: 0000929638-24-000312 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 8,305,298 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.73 to $1.80, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| November 08, 2023 Filed Nov 13, 2023 21:01 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 1,014,197 | $1.82 | $1,845,838.54 |
DisclosureSEC source: 0000929638-23-003077 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 8,109,222 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.57 to $1.99, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| October 27, 2023 Filed Oct 31, 2023 20:09 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 168,894 | $2.48 | $418,857.12 |
DisclosureSEC source: 0000929638-23-002933 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 7,095,025 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $2.46 to $2.50, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| August 22, 2023 Filed Aug 24, 2023 22:04 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 67,661 | $4.50 | $304,474.50 |
DisclosureSEC source: 0000929638-23-002342 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 6,926,131 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $4.48 to $4.50, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| August 21, 2023 Filed Aug 22, 2023 21:20 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 22,952 | $4.50 | $103,284.00 |
DisclosureSEC source: 0000929638-23-002324 · form4.xml · nonDerivative · entry 2 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 6,858,470 F3 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $4.49 to $4.50, inclusive. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| August 18, 2023 Filed Aug 22, 2023 21:20 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 1,576 | $4.48 | $7,060.48 |
DisclosureSEC source: 0000929638-23-002324 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 6,835,518 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $4.44 to $4.50, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (1) and (3) to this Form 4. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| August 17, 2023 Filed Aug 18, 2023 20:15 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 7,900 | $4.50 | $35,550.00 |
DisclosureSEC source: 0000929638-23-002306 · form4.xml · nonDerivative · entry 2 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 6,833,942 F3 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $4.47 to $4.50, inclusive. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| August 16, 2023 Filed Aug 18, 2023 20:15 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 92,037 | $4.49 | $413,246.13 |
DisclosureSEC source: 0000929638-23-002306 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 6,826,042 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $4.40 to $4.50, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (1) and (3) to this Form 4. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| August 15, 2023 Filed Aug 16, 2023 22:17 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 3,423 | $4.50 | $15,403.50 |
DisclosureSEC source: 0000929638-23-002297 · form4.xml · nonDerivative · entry 2 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 6,734,005 F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| August 14, 2023 Filed Aug 16, 2023 22:17 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 91,013 | $4.50 | $409,558.50 |
DisclosureSEC source: 0000929638-23-002297 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 6,730,582 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $4.45 to $4.50, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| August 11, 2023 Filed Aug 14, 2023 20:51 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 35,965 | $4.50 | $161,842.50 |
DisclosureSEC source: 0000929638-23-002278 · form4.xml · nonDerivative · entry 2 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 6,639,569 F3 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $4.48 to $4.50, inclusive. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| August 10, 2023 Filed Aug 14, 2023 20:51 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 227,473 | $4.47 | $1,016,804.31 |
DisclosureSEC source: 0000929638-23-002278 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 6,603,604 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $4.21 to $4.50, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (1) and (3) to this Form 4. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| August 09, 2023 Filed Aug 10, 2023 20:12 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 450,000 | $4.17 | $1,876,500.00 |
DisclosureSEC source: 0000929638-23-002206 · form4.xml · nonDerivative · entry 2 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 6,376,131 F3 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $4.07 to $4.35, inclusive. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| August 08, 2023 Filed Aug 10, 2023 20:12 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 159,159 | $5.80 | $923,122.20 |
DisclosureSEC source: 0000929638-23-002206 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 5,926,131 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $5.67 to $5.98, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (1) and (3) to this Form 4. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| August 07, 2023 Filed Aug 8, 2023 20:05 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 74,946 | $5.83 | $436,935.18 |
DisclosureSEC source: 0000929638-23-002188 · form4.xml · nonDerivative · entry 2 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 5,766,972 F3 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $5.72 to $6.03, inclusive. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. Read SEC document |
| August 04, 2023 Filed Aug 8, 2023 20:05 UTC | Expensify, Inc. EXFY · Entity 6208 | PurchaseClass A Common Stock | 425,000 | $6.02 | $2,558,500.00 |
DisclosureSEC source: 0000929638-23-002188 · form4.xml · nonDerivative · entry 1 McLaughlin Steven J. · CIK 0001847224 · 10% owner Steven J. McLaughlin Revocable Trust · CIK 0001989196 · 10% owner EXP 2020 SPV LP · CIK 0001988981 · 10% owner SF Roofdeck GP LLC · CIK 0001989340 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 5,692,026 F1 · price: Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $5.85 to $6.10, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (1) and (3) to this Form 4. F2 · ownership.nature: These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee. 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.