Steven J. McLaughlin - 03 Aug 2023 Form 3 Insider Report for Expensify, Inc. (EXFY)

Role
10%+ Owner
Signature
/s/ Steven J. McLaughlin, authorized signatory
Issuer symbol
EXFY
Transactions as of
03 Aug 2023
Net transactions value
$0
Form type
3
Filing time
08 Aug 2023, 16:02:54 UTC
Previous filing
30 Mar 2022
Next filing
08 Aug 2023
SEC
View on sec.gov

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Quoteable Key Fact

"Steven J. McLaughlin filed Form 3 for Expensify, Inc. (EXFY) on 08 Aug 2023."

Quick Takeaways

  • This page summarizes Steven J. McLaughlin's Form 3 filing for Expensify, Inc. (EXFY).
  • 0 reported transactions and 0 derivative rows are listed below.
  • Filing timestamp: 08 Aug 2023, 16:02.

What Changed

  • Previous filing in this sequence was filed on 30 Mar 2022.
  • Current net transaction value: $0.

Why This Matters

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Official SEC Source

Official SEC Source

Ownership activity is grounded in SEC Form 3 disclosures.

See Original Filing

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding EXFY Class A Common Stock 5,267,026 03 Aug 2023 See Footnote F1
holding EXFY Class A Common Stock 1,783,610 03 Aug 2023 See Footnote F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee.
F2 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.

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