Key facts
- This page summarizes Daniel Vidal's Form 4 filing for Expensify, Inc. (EXFY).
- 8 reported transactions and 3 derivative rows are listed below.
- Accepted by SEC: 24 Apr 2025, 17:06.
Daniel Vidal - 14 Mar 2025 Form 4 Insider Report for Expensify, Inc. (EXFY)
- Reporting relationship
- Director
- Issuer ticker
- EXFY
- Reported as of
- 14 Mar 2025
- Net transaction value
- +$28,869
- SEC form
- 4
- Accepted by SEC
- 24 Apr 2025, 17:06:14 UTC
- Prior SEC filing
- 24 Apr 2025
- Next SEC filing
- 31 Mar 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ Ryan Schaffer, as attorney-in-fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Daniel Vidal filed Form 4 for Expensify, Inc. (EXFY) on 24 Apr 2025.
Change
- Previous filing in this sequence was filed on 24 Apr 2025.
- Current net transaction value: +$28,869.
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
EXFY
transaction
Class A Common Stock
Award
- Transaction value
- $44,851
- Shares
- +11,803
- Change %
- +4.9%
- Price
- $3.80
- Shares after
- 250,840
- Date
- 14 Mar 2025
- Ownership
- Direct
- Footnotes
- F1
EXFY
transaction
Class A Common Stock
Options Exercise
- Transaction value
- Shares
- +2,825
- Change %
- +1.1%
- Price
- Shares after
- 253,665
- Date
- 15 Mar 2025
- Ownership
- Direct
- Footnotes
- F2
EXFY
transaction
Class A Common Stock
Award
- Transaction value
- $0
- Shares
- +10,605
- Change %
- +4.2%
- Price
- $0.000000
- Shares after
- 264,270
- Date
- 17 Mar 2025
- Ownership
- Direct
- Footnotes
- F3
EXFY
transaction
Class A Common Stock
Sale
- Transaction value
- $5,541
- Shares
- -1,674
- Change %
- -0.63%
- Price
- $3.31
- Shares after
- 262,596
- Date
- 19 Mar 2025
- Ownership
- Direct
- Footnotes
- F4, F5
EXFY
transaction
Class A Common Stock
Sale
- Transaction value
- $10,441
- Shares
- -3,193
- Change %
- -1.2%
- Price
- $3.27
- Shares after
- 259,403
- Date
- 20 Mar 2025
- Ownership
- Direct
- Footnotes
- F6, F7
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
EXFY
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -2,825
- Change %
- -5.3%
- Price
- $0.000000
- Shares after
- 50,856
- Date
- 15 Mar 2025
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 2,825
- Exercise price
- Footnotes
- F2, F8
EXFY
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -2,825
- Change %
- -5.3%
- Price
- $0.000000
- Shares after
- 50,856
- Date
- 15 Mar 2025
- Ownership
- Direct
- Underlying class
- LT50 Common Stock
- Underlying amount
- 2,825
- Exercise price
- Footnotes
- F8, F9
EXFY
transaction
Derivative
LT50 Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +2,825
- Change %
- +1.9%
- Price
- $0.000000
- Shares after
- 152,194
- Date
- 15 Mar 2025
- Ownership
- See note
- Underlying class
- Class A Common Stock
- Underlying amount
- 2,825
- Exercise price
- Footnotes
- F9, F10, F11
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 11 footnotes
Footnote F1
Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").
Footnote F2
Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock.
Footnote F3
Shares granted as matched shares pursuant to the SPMP.
Footnote F4
Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer.
Footnote F5
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 upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $3.21 to $3.38, 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.
Footnote F6
Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer.
Footnote F7
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 granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $3.22 to $3.33, 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.
Footnote F8
The RSUs vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th.
Footnote F9
Each RSU represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock.
Footnote F10
The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.
Footnote F11
Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust.