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

Reporting relationship: Director
Issuer ticker: EXFY
Reported as of: 01 Aug 2025
Net transaction value: -$17,550
SEC form: 4
Accepted by SEC: 04 Aug 2025, 09:18:13 UTC
Prior SEC filing: 24 Sep 2025
Next SEC filing: 22 Aug 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 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.
Accepted by SEC: 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.

View source 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 non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

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

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

Additional SEC filing notes

Filing notes and footnotes

Rule 10b5-1 trading plan

These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.

Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).

Explanation of responses 2 footnotes

Footnote 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.

Footnote 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.