David Michael Barrett - 08 Sep 2023 Form 4 Insider Report for Expensify, Inc. (EXFY)

Role
Chief Executive Officer, Director
Signature
/s/ Ryan Schaffer, as attorney-in-fact
Issuer symbol
EXFY
Transactions as of
08 Sep 2023
Net transactions value
-$1,383,267
Form type
4
Filing time
12 Sep 2023, 20:08:34 UTC
Previous filing
14 Aug 2023
Next filing
15 Sep 2023
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction EXFY Class A Common Stock Sale $1,042,799 -263,333 -8.6% $3.96 2,800,015 08 Sep 2023 See note F1, F2
transaction EXFY Class A Common Stock Sale $258,668 -66,667 -2.4% $3.88 2,733,348 11 Sep 2023 See note F2, F3
transaction EXFY Class A Common Stock Sale $81,800 -20,000 -0.73% $4.09 2,713,348 12 Sep 2023 See note F2, F4
holding EXFY Class A Common Stock 84,659 08 Sep 2023 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.90 to $4.09, 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.
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.
F3 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.85 to $3.93, 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 (3) to this Form 4.
F4 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.05 to $4.12, 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 (4) to this Form 4.