Key facts
- This page summarizes David Michael Barrett's Form 4 filing for Expensify, Inc. (EXFY).
- 1 reported transaction and 0 derivative rows are listed below.
- Accepted by SEC: 05 Jun 2023, 16:55.
David Michael Barrett - 01 Jun 2023 Form 4 Insider Report for Expensify, Inc. (EXFY)
- Reporting relationship
- Chief Executive Officer, Director
- Issuer ticker
- EXFY
- Reported as of
- 01 Jun 2023
- Net transaction value
- -$1,310,000
- SEC form
- 4
- Accepted by SEC
- 05 Jun 2023, 16:55:36 UTC
- Prior SEC filing
- 15 May 2023
- Next SEC filing
- 16 Jun 2023
- Source filing
- View source filing
- Reporting owner signature
- /s/ Ryan Schaffer, as attorney-in-fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
David Michael Barrett filed Form 4 for Expensify, Inc. (EXFY) on 05 Jun 2023.
Change
- Previous filing in this sequence was filed on 15 May 2023.
- Current net transaction value: -$1,310,000.
Research use
- 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.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
EXFY
transaction
Class A Common Stock
Sale
- Transaction value
- $1,310,000
- Shares
- -200,000
- Change %
- -6%
- Price
- $6.55
- Shares after
- 3,152,676
- Date
- 01 Jun 2023
- Ownership
- See note
- Footnotes
- F1, F2
EXFY
holding
Class A Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 75,988
- Date
- 01 Jun 2023
- Ownership
- Direct
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 2 footnotes
Footnote F1
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $6.44 to $6.75, 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 (1) to this Form 4.
Footnote F2
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.