Vidal Daniel's Form 4 filing
Expensify, Inc. (EXFY) · filed Dec 22, 2023
- Accession no.
- 0001476840-23-000218
- Filed
- Dec 22, 2023
- Trade date
- Dec 15-19, 2023
- Filing delay
- 7 daysLate
- Rule 10b5-1 plan
- Not checked
This filing lists 5 non-derivative transactions and 3 derivative transactions. Open-market sales total $5.66K. It was filed 7 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 |
|---|---|
| Vidal DanielCIK 0001891862 | Director |
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 |
|---|---|---|---|---|---|---|---|---|
| Dec 15, 2023 | Class A Common Stock | AGrant or awardAcquired | +14,833 | $2.51 | +$37,230.83 | 136,908 | Direct | |
| Dec 15, 2023 | Class A Common Stock | AGrant or awardAcquired | +2,663 | $0.00 | $0 | 139,571 | Direct | |
| Dec 15, 2023 | Class A Common Stock | SSaleDisposed | −770 | $2.44 | −$1,878.8 | 138,801 | Direct | |
| Dec 15, 2023 | Class A Common Stock | MOption exerciseAcquired | +2,825 | – | – | 141,626 | Direct | |
| Dec 19, 2023 | Class A Common Stock | SSaleDisposed | −1,639 | $2.31 | −$3,786.09 | 139,987 | 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 |
|---|---|---|---|---|---|---|---|---|
| Dec 15, 2023 | Class A Common Stock | MOption exerciseDisposed | −2,825 | $0.00 | $0 | 64,982 | Direct | |
| Dec 15, 2023 | LT50 Common Stock | MOption exerciseDisposed | −2,825 | $0.00 | $0 | 64,982 | Direct | |
| Dec 15, 2023 | Class A Common Stock | MOption exerciseAcquired | +2,825 | $0.00 | $0 | 138,068 | Indirect |
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.