Daniel Vidal - 24 Dec 2024 Form 4 Insider Report for Expensify, Inc. (EXFY)

Reporting relationship: Director
Issuer ticker: EXFY
Reported as of: 24 Dec 2024
Net transaction value: +$48,636
SEC form: 4
Accepted by SEC: 26 Dec 2024, 06:23:37 UTC
Prior SEC filing: 18 Dec 2024
Next SEC filing: 10 Mar 2025
Source filing: View source filing
Reporting owner signature: /s/ Ryan Schaffer, as attorney-in-fact

Key filing fact

Daniel Vidal filed Form 4 for Expensify, Inc. (EXFY) on 26 Dec 2024.

Key facts

This page summarizes Daniel Vidal's Form 4 filing for Expensify, Inc. (EXFY).
4 reported transactions and 2 derivative rows are listed below.
Accepted by SEC: 26 Dec 2024, 06:23.

Change

Previous filing in this sequence was filed on 18 Dec 2024.
Current net transaction value: +$48,636.

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.

View source filing

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: $46,706
Shares: +48,150
Change %: +26%
Price: $0.9700
Shares after: 232,570
Date: 24 Dec 2024
Ownership: Direct

EXFY transaction

Class A Common Stock

Options Exercise

Transaction value: $1,930
Shares: +1,990
Change %: +0.86%
Price: $0.9700
Shares after: 234,560
Date: 24 Dec 2024
Ownership: Direct

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: -48,150
Change %: -35%
Price: $0.000000
Shares after: 90,660
Date: 24 Dec 2024
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 48,150
Exercise price: $0.9700
Footnotes: F1

EXFY transaction Derivative

Stock Option

Options Exercise

Transaction value: $0
Shares: -1,990
Change %: -100%
Price: $0.000000
Shares after: 0
Date: 24 Dec 2024
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 1,990
Exercise price: $0.9700
Footnotes: F2

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 2 footnotes

Footnote F1

Reflects remaining portion of the stock option that originally vested in 72 equal monthly installments beginning on May 12, 2019.

Footnote F2

The stock option vests in 48 equal monthly installments beginning on April 1, 2019.

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