Schaffer Ryan's Form 4 filing
Expensify, Inc. (EXFY) · filed Oct 10, 2023
- Accession no.
- 0001476840-23-000172
- Filed
- Oct 10, 2023
- Trade date
- Sep 15-29, 2023
- Filing delay
- 25 daysLate
- Rule 10b5-1 plan
- Checked
This filing lists 7 non-derivative transactions and 4 derivative transactions. Open-market sales total $13.1K. It was filed 25 days after the trade, past the 2-business-day deadline.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| Schaffer RyanCIK 0001891061 | Director, Officer (Chief Financial Officer) |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Sep 15, 2023 | Class A Common Stock | AGrant or awardAcquired | +1,262 | $3.84 | +$4,846.08 | 82,312 | Direct | |
| Sep 15, 2023 | Class A Common Stock | AGrant or awardAcquired | +536 | $0.00 | $0 | 82,848 | Direct | |
| Sep 15, 2023 | Class A Common Stock | FTax withholdingDisposed | −159 | $3.81 | −$605.79 | 82,689 | Direct | |
| Sep 15, 2023 | Class A Common Stock | MOption exerciseAcquired | +3,922 | – | – | 86,611 | Direct | |
| Sep 15, 2023 | Class A Common Stock | FTax withholdingDisposed | −2,326 | $3.46 | −$8,047.96 | 84,285 | Direct | |
| Sep 29, 2023 | Class A Common Stock | MOption exerciseAcquired | +4,000 | $0.97 | +$3,880 | 88,285 | Direct | |
| Sep 29, 2023 | Class A Common Stock | SSaleDisposed | −4,000 | $3.28 | −$13,120 | 84,285 | Direct |
Derivative securities (Table II)
Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.
| Trade date | Security | Transaction | Underlying shares | Unit price | Value | Held after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Sep 15, 2023 | Class A Common Stock | MOption exerciseDisposed | −3,922 | $0.00 | $0 | 94,140 | Direct | |
| Sep 15, 2023 | LT50 Common Stock | MOption exerciseDisposed | −3,922 | $0.00 | $0 | 94,140 | Direct | |
| Sep 15, 2023 | Class A Common Stock | MOption exerciseAcquired | +3,922 | $0.00 | $0 | 31,380 | Indirect | |
| Sep 29, 2023 | Class A Common Stock | MOption exerciseDisposed | −4,000 | $0.00 | $0 | 332,283 | Direct |
Footnotes
Livermore does not store Form 4 footnotes. For price ranges, how indirect holdings are held and trading plan details, read the original on SEC EDGAR.