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Filing Details

Accession Number:: 0001476840-24-000138
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2024-07-18 17:51:54
Reporting Period:: 2024-07-15

Accepted Time:: 2024-07-18 17:51:54
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
1892682	Michael David Barrett	C/O Expensify, Inc. 401 Sw 5Th Ave Portland OR 97204	Chief Executive Officer	Yes	Yes	No	No

Reported Non-Derivative Transactions

Show Other Fields >>

Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
Class A Common Stock	Disposition	2024-07-15	11,470	$2.25	1,729,947	No	4	S	Indirect	See note
Class A Common Stock	Disposition	2024-07-16	12,240	$2.09	1,717,707	No	4	S	Indirect	See note
Class A Common Stock	Disposition	2024-07-17	12,385	$2.07	1,705,322	No	4	S	Indirect	See note
Class A Common Stock	Disposition	2024-07-18	12,215	$2.09	1,693,107	No	4	S	Indirect	See note

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	S	Indirect	See note
No	4	S	Indirect	See note
No	4	S	Indirect	See note
No	4	S	Indirect	See note

Reported Non-Derivative Holdings

Sec. Name	Remaning Holdings	Nature of Ownership	Explanation
Class A Common Stock	218,680	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 December 15, 2023.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.17 to $2.29, 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.
By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.06 to $2.15, 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.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.03 to $2.15, 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.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.07 to $2.14, 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.