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 Jan 2024, 20:13.
Ryan Schaffer - 29 Dec 2023 Form 4 Insider Report for Expensify, Inc. (EXFY)
- Reporting relationship
- Chief Financial Officer, Director
- Issuer ticker
- EXFY
- Reported as of
- 29 Dec 2023
- Net transaction value
- -$6,120
- SEC form
- 4
- Accepted by SEC
- 03 Jan 2024, 20:13:19 UTC
- Prior SEC filing
- 22 Dec 2023
- Next SEC filing
- 14 Mar 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Ryan Schaffer
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Ryan Schaffer filed Form 4 for Expensify, Inc. (EXFY) on 03 Jan 2024.
Change
- Previous filing in this sequence was filed on 22 Dec 2023.
- Current net transaction value: -$6,120.
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
Options Exercise
- Transaction value
- $3,880
- Shares
- +4,000
- Change %
- +3.8%
- Price
- $0.9700
- Shares after
- 109,817
- Date
- 29 Dec 2023
- Ownership
- Direct
- Footnotes
- F1
EXFY
transaction
Class A Common Stock
Sale
- Transaction value
- $10,000
- Shares
- -4,000
- Change %
- -3.6%
- Price
- $2.50
- Shares after
- 106,817
- Date
- 29 Dec 2023
- Ownership
- Direct
- Footnotes
- F1, F2
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
- -4,000
- Change %
- -1.2%
- Price
- $0.000000
- Shares after
- 320,283
- Date
- 29 Dec 2023
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 4,000
- Exercise price
- $0.9700
- Footnotes
- F1, F3
* 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 3 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
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.46 to $2.57, 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 this footnote to this Form 4.
Footnote F3
Reflects remaining portion of the stock option that originally vested in 72 equal monthly installments beginning on May 12, 2019.