Daniel Vidal - 01 Aug 2025 Form 4 Insider Report for Expensify, Inc. (EXFY)

Role: Director
Signature: /s/ Ryan Schaffer, as attorney-in-fact
Issuer symbol: EXFY
Transactions as of: 01 Aug 2025
Net transaction value: -$17,550
Form type: 4
Filing time: 04 Aug 2025, 09:18:13 UTC
Previous filing: 24 Sep 2025
Next filing: 22 Aug 2025
SEC filing: View on sec.gov

Key filing fact

Daniel Vidal filed Form 4 for Expensify, Inc. (EXFY) on 04 Aug 2025.

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.
Filing timestamp: 04 Aug 2025, 09:18.

Change

Previous filing in this sequence was filed on 24 Sep 2025.
Current net transaction value: -$17,550.

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

Reporting Owners (1)

CIK 0001891862 Primary reporting owner

Vidal Daniel

Relationship: Director
Address: C/O EXPENSIFY, INC., 401 SW 5TH AVE, PORTLAND
Signature: /s/ Ryan Schaffer, as attorney-in-fact
Signature date: 04 Aug 2025

Reported transactions

EXFY transaction

Class A Common Stock

Sale

Transaction value: $17,550
Shares: -9,000
Change %: -3%
Price: $1.95
Shares after: 286,817
Date: 01 Aug 2025
Ownership: Direct
Footnotes: F1, F2

^* indicates a reported price that failed the local validity check.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Explanation of Responses:

Id	Content
F1	The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 27, 2024.
F2	The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.93 to $2.00, 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.

Content

The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 27, 2024.

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.93 to $2.00, 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.