David Michael Barrett - Mar 11, 2024 Form 4 Insider Report for Expensify, Inc. (EXFY)

Signature
/s/ Ryan Schaffer, as attorney-in-fact
Stock symbol
EXFY
Transactions as of
Mar 11, 2024
Transactions value $
-$15,646
Form type
4
Date filed
3/14/2024, 04:59 PM
Previous filing
Dec 22, 2023
Next filing
Mar 19, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction EXFY Class A Common Stock Award $0 +19.1K +16.47% $0.00 135K Mar 11, 2024 Direct F1
transaction EXFY Class A Common Stock Sale -$15.6K -7.31K -5.41% $2.14 128K Mar 11, 2024 Direct F2, F3, F4
holding EXFY Class A Common Stock 2.05M Mar 11, 2024 See note F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").
F2 Shares were sold solely to cover taxes for shares awarded under the SPMP.
F3 Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares awarded under the SPMP for certain employees of the Issuer.
F4 The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.08 to $2.20, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote.
F5 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.