Key facts
- This page summarizes Ryan Schaffer's Form 4 filing for Expensify, Inc. (EXFY).
- 3 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 03 Aug 2023, 16:40.
Ryan Schaffer - 01 Aug 2023 Form 4 Insider Report for Expensify, Inc. (EXFY)
- Issuer symbol
- EXFY
- Report date
- 01 Aug 2023
- Net transaction value
- -$703
- Form type
- 4
- Accepted by SEC
- 03 Aug 2023, 16:40:20 UTC
- Previous filing
- 01 Aug 2023
- Next filing
- 06 Sep 2023
- SEC filing
- View on sec.gov
- Reporting owner signature
- /s/ Ryan Schaffer
Source evidence
5 source fields
Reporting owner
1 detail
Key filing fact
Ryan Schaffer filed Form 4 for Expensify, Inc. (EXFY) on 03 Aug 2023.
Change
- Previous filing in this sequence was filed on 01 Aug 2023.
- Current net transaction value: -$703.
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
See Original 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
Options Exercise
- Transaction value
- $97
- Shares
- +100
- Change %
- +0.12%
- Price
- $0.9700*
- Shares after
- 81,150
- Date
- 01 Aug 2023
- Ownership
- Direct
- Footnotes
- F1
EXFY
transaction
Class A Common Stock
Sale
- Transaction value
- $800
- Shares
- -100
- Change %
- -0.12%
- Price
- $8.00
- Shares after
- 81,050
- Date
- 01 Aug 2023
- Ownership
- Direct
- Footnotes
- F1
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
EXFY
transaction
Derivative
Stock Option
Options Exercise
- Transaction value
- $0
- Shares
- -100
- Change %
- -0.03%
- Price
- $0.000000
- Shares after
- 340,183
- Date
- 01 Aug 2023
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 100
- Exercise price
- $0.9700
- Footnotes
- F1, F2
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Rule 10b5-1 trading plan
These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.
Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).
Explanation of responses 2 footnotes
Footnote F1
The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 16, 2023.
Footnote F2
Reflects remaining portion of the stock option that originally vested in 72 equal monthly installments beginning on May 12, 2019