Steven J. McLaughlin - 03 Mar 2026 Form 4 Insider Report for Expensify, Inc. (EXFY)

Role
10%+ Owner
Signature
/s/ Steven J. McLaughlin
Issuer symbol
EXFY
Transactions as of
03 Mar 2026
Net transactions value
+$2,134,309
Form type
4
Filing time
18 Mar 2026, 15:37:37 UTC
Previous filing
10 Jul 2024
SEC
View on sec.gov

Reporting Owners (4)

Name Relationship Address Signature Signature date CIK
McLaughlin Steven J. 10%+ Owner 6619 S DIXIE HIGHWAY, #314, MIAMI BEACH /s/ Steven J. McLaughlin 18 Mar 2026 0001847224
Steven J. McLaughlin Revocable Trust 10%+ Owner 1521 ALTON RD. #345, MIAMI BEACH Steve J. McLaughlin Revocable Trust, By: /s/ Steven J. McLaughlin, Authorized Signatory 18 Mar 2026 0001989196
EXP 2020 SPV LP 10%+ Owner 1521 ALTON RD. #345, MIAMI BEACH EXP 2020 SPV LP By: /s/ Steven J. McLaughlin, Authorized Signatory 18 Mar 2026 0001988981
SF Roofdeck GP LLC 10%+ Owner 1521 ALTON RD., #345, MIAMI BEACH SF Roofdeck GP LLC, By: /s/ Steven J. McLaughlin, Authorized Signatory 18 Mar 2026 0001989340

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction EXFY Class A Common Stock Purchase $485,000 +500,000 +5% $0.9700 10,439,949 03 Mar 2026 See Footnote F1, F2
transaction EXFY Class A Common Stock Purchase $334,995 +327,144 +3.1% $1.02 10,767,093 04 Mar 2026 See Footnote F2, F3
transaction EXFY Class A Common Stock Purchase $461,654 +480,389 +4.5% $0.9610 11,247,482 06 Mar 2026 See Footnote F2, F4
transaction EXFY Class A Common Stock Purchase $432,660 +455,911 +4.1% $0.9490 11,703,393 09 Mar 2026 See Footnote F2, F5
transaction EXFY Class A Common Stock Purchase $420,000 +500,000 +4.3% $0.8400 12,203,393 11 Mar 2026 See Footnote F2, F6
holding EXFY Class A Common Stock 1,783,610 03 Mar 2026 See Footnote F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $0.93 to $1.00, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth footnotes (1), (3), (4), (5) and (6) to this Form 4.
F2 These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee.
F3 Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.005 to $1.045, inclusive.
F4 Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $0.94 to $0.98, inclusive.
F5 Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $0.917 to $0.990, inclusive.
F6 Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $0.822 to $0.910, inclusive.
F7 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.