Filing Details
- Accession Number:
- 0001476840-24-000142
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2024-07-29 17:39:03
- Reporting Period:
- 2024-07-24
- Accepted Time:
- 2024-07-29 17:39:03
- 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
Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|---|---|---|---|---|---|
Class A Common Stock | Disposition | 2024-07-24 | 12,850 | $1.98 | 3,382,429 | No | 4 | S | Indirect | See note |
Class A Common Stock | Disposition | 2024-07-25 | 13,300 | $1.90 | 3,369,129 | No | 4 | S | Indirect | See note |
Class A Common Stock | Disposition | 2024-07-26 | 13,140 | $1.93 | 3,355,989 | 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 |
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 $1.95 to $2.02, 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 $1.87 to $1.93, 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 $1.91 to $1.95, 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.