Filing Details
- Accession Number:
- 0001476840-24-000191
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2024-09-05 16:31:25
- Reporting Period:
- 2024-09-03
- Accepted Time:
- 2024-09-05 16:31:25
- 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 | 2024-09-03 | 12,500 | $0.97 | 165,031 | No | 4 | M | Direct | |
Class A Common Stock | Disposition | 2024-09-03 | 12,500 | $2.27 | 152,531 | 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 | 2024-09-03 | 12,500 | $0.00 | 12,500 | $0.97 |
Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
---|---|---|---|---|---|---|
232,783 | 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.
- The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.21 to $2.44, 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.
- Reflects remaining portion of the stock option that originally vested in 72 equal monthly installments beginning on May 12, 2019.