Filing Details
- Accession Number:
- 0001476840-24-000131
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2024-07-09 21:08:44
- Reporting Period:
- 2024-07-09
- Accepted Time:
- 2024-07-09 21:08:44
- SEC Url:
- Form 4 Filing
Issuer
| Cik | Name | Symbol | Sector (SIC) | IRS No |
|---|---|---|---|---|
| 1476840 | Expensify Inc. | EXFY | Services-Prepackaged Software (7372) | 270239450 |
Insiders
| Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
|---|---|---|---|---|---|---|---|
| 1891061 | Ryan Schaffer | C/O Expensify, Inc. 401 Sw 5Th Ave Portland OR 97204 | Chief Financial Officer | Yes | Yes | No | No |
Reported Non-Derivative Transactions
| Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|---|---|---|---|---|---|
| Class A Common Stock | Acquisiton | 2024-07-09 | 75,000 | $0.97 | 219,635 | No | 4 | M | Direct | |
| Class A Common Stock | Disposition | 2024-07-09 | 75,000 | $2.00 | 144,635 | No | 4 | S | Direct |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | M | Direct | |
| No | 4 | S | Direct |
Reported Derivative Transactions
| Sec. Name | Sec. Type | Acquisiton - Disposition | Date | Amount | Price | Amount - 2 | Price - 2 |
|---|---|---|---|---|---|---|---|
| Class A Common Stock | Stock Option | Disposition | 2024-07-09 | 75,000 | $0.00 | 75,000 | $0.97 |
| Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
|---|---|---|---|---|---|---|
| 245,283 | 2029-04-11 | No | 4 | M | Direct |
Footnotes
- The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 29, 2024.
- Reflects remaining portion of the stock option that originally vested in 72 equal monthly installments beginning on May 12, 2019.
Billionaire Hedge Funds
