David Michael Barrett - Aug 5, 2024 Form 4 Insider Report for Expensify, Inc. (EXFY)

Role
Chief Executive Officer, Director
Signature
/s/ Ryan Schaffer, as attorney-in-fact
Stock symbol
EXFY
Transactions as of
Aug 5, 2024
Transactions value $
$0
Form type
4
Date filed
8/19/2024, 04:12 PM
Previous filing
Aug 8, 2024
Next filing
Aug 9, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction EXFY Class A Common Stock Disposed to Issuer $0 -48.2K -22.05% $0.00 170K Aug 5, 2024 Direct F1
holding EXFY Class A Common Stock 3.21M Aug 5, 2024 See note F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 This transaction represents the surrendering of certain Matching Shares, as defined in the Issuer's 2021 Stock Purchase and Matching Plan ("SPMP"), to the Issuer to correct an inadvertent clerical error which resulted in the Reporting Person receiving an excess of SPMP Matching Shares for the purchase period ending June 15, 2024.
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.