Quick Takeaways
- This page summarizes Ryan Schaffer's Form 4 filing for Expensify, Inc. (EXFY).
- 3 reported transactions and 1 derivative row are listed below.
- Filing timestamp: 02 Aug 2022, 17:03.
Ryan Schaffer - 29 Jul 2022 Form 4 Insider Report for Expensify, Inc. (EXFY)
- Signature
- /s/ Ryan Schaffer
- Issuer symbol
- EXFY
- Transactions as of
- 29 Jul 2022
- Net transactions value
- -$89,469
- Form type
- 4
- Filing time
- 02 Aug 2022, 17:03:07 UTC
- Previous filing
- 12 Jul 2022
- Next filing
- 26 Aug 2022
- SEC
- View on sec.gov
Quoteable Key Fact
"Ryan Schaffer filed Form 4 for Expensify, Inc. (EXFY) on 02 Aug 2022."
What Changed
- Previous filing in this sequence was filed on 12 Jul 2022.
- Current net transaction value: -$89,469.
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.
Source Evidence
Filed on Form 4
See Original Filing
Ownership activity is grounded in SEC Form 4 disclosures.
Transactions Table
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | EXFY | Class A Common Stock | Options Exercise | $4,558 | +4,699 | +7.8% | $0.9700* | 65,098 | 29 Jul 2022 | Direct | F1 |
| transaction | EXFY | Class A Common Stock | Sale | $94,027 | -4,699 | -7.2% | $20.01 | 60,399 | 29 Jul 2022 | Direct | F1, F2 |
Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | EXFY | Stock Option | Options Exercise | $0 | -4,699 | -1.3% | $0.000000 | 360,482 | 29 Jul 2022 | Class A Common Stock | 4,699 | $0.9700 | Direct | F1, F3 |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.
Explanation of Responses:
| Id | Content |
|---|---|
| F1 | The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 8, 2022. |
| F2 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.00 to $20.06, 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 footnote (2) to this Form 4. |
| F3 | Reflects remaining portion of the stock option that originally vested in 72 equal monthly installments beginning on May 12, 2019. |