David Michael Barrett - 22 Nov 2024 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
22 Nov 2024
Net transactions value
-$1,559,479
Form type
4
Filing time
11 Dec 2024, 16:57:02 UTC
Previous filing
20 Nov 2024
Next filing
18 Dec 2024
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 Options Exercise $233,459 +1,111,710 +626% $0.2100 1,289,161 22 Nov 2024 Direct
transaction EXFY Class A Common Stock Options Exercise $99,525 +473,930 +37% $0.2100 1,763,091 22 Nov 2024 Direct
transaction EXFY Class A Common Stock Tax liability $1,892,464 -556,607 -32% $3.40 1,206,484 22 Nov 2024 Direct
holding EXFY Class A Common Stock 2,378,319 22 Nov 2024 See note F1

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction EXFY Stock Option Options Exercise $0 -1,111,710 -100% $0.000000 0 22 Nov 2024 Class A Common Stock 1,111,710 $0.2100 Direct F2
transaction EXFY Stock Option Options Exercise $0 -473,930 -100% $0.000000 0 22 Nov 2024 Class A Common Stock 473,930 $0.2100 Direct F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 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.
F2 The stock option is fully vested and currently exercisable.