Daniel Vidal - 01 Aug 2024 Form 4 Insider Report for Expensify, Inc. (EXFY)

Role: Director
Issuer symbol: EXFY
Report date: 01 Aug 2024
Net transaction value: -$18,100
Form type: 4
Accepted by SEC: 06 Aug 2024, 20:34:24 UTC
Previous filing: 19 Dec 2024
Next filing: 19 Aug 2024
SEC filing: View on sec.gov
Reporting owner signature: /s/ Ryan Schaffer, as attorney-in-fact

Key filing fact

Daniel Vidal filed Form 4 for Expensify, Inc. (EXFY) on 06 Aug 2024.

Key facts

This page summarizes Daniel Vidal's Form 4 filing for Expensify, Inc. (EXFY).
1 reported transaction and 0 derivative rows are listed below.
Accepted by SEC: 06 Aug 2024, 20:34.

Change

Previous filing in this sequence was filed on 19 Dec 2024.
Current net transaction value: -$18,100.

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

Ownership activity is grounded in SEC Form 4 disclosures.

See Original Filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

EXFY transaction

Class A Common Stock

Sale

Transaction value: $18,100
Shares: -10,000
Change %: -5.4%
Price: $1.81
Shares after: 176,649
Date: 01 Aug 2024
Ownership: Direct
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 September 14, 2022, as amended on December 15, 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 $1.77 to $1.85, 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.