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Barrett David Michael's Form 4 filing

Expensify, Inc. (EXFY) · filed May 22, 2024

Accession no.
0001476840-24-000073
Filed
May 22, 2024
Trade date
May 13-22, 2024
Filing delay
9 daysLate
Rule 10b5-1 plan
Checked

This filing lists 8 non-derivative transactions. Open-market sales total $200.4K. It was filed 9 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.

Reporting owners on this filing
OwnerRelationship to the company
Barrett David MichaelCIK 0001892682Director, Officer (Chief Executive Officer)

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
May 13, 2024Class A Common StockSSaleDisposed−14,091$1.78F2−$25,081.98892,158Indirect
May 14, 2024Class A Common StockSSaleDisposed−14,340$1.75F4−$25,095877,818Indirect
May 15, 2024Class A Common StockSSaleDisposed−14,346$1.75F5−$25,105.5863,472Indirect
May 16, 2024Class A Common StockSSaleDisposed−14,650$1.71F6−$25,051.5848,822Indirect
May 17, 2024Class A Common StockSSaleDisposed−14,805$1.69F7−$25,020.45834,017Indirect
May 20, 2024Class A Common StockSSaleDisposed−14,643$1.70F8−$24,893.1819,374Indirect
May 21, 2024Class A Common StockSSaleDisposed−14,290$1.76F9−$25,150.4805,084Indirect
May 22, 2024Class A Common StockSSaleDisposed−14,680$1.70F10−$24,956790,404Indirect

Footnotes and remarks

Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.

F2

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.75 to $1.80, 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.

Referenced by the price of 1 transaction in Table I.

F4

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.72 to $1.80, 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.

Referenced by the price of 1 transaction in Table I.

F5

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.69 to $1.77, 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.

Referenced by the price of 1 transaction in Table I.

F6

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.70 to $1.75, 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.

Referenced by the price of 1 transaction in Table I.

F7

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.67 to $1.73, 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.

Referenced by the price of 1 transaction in Table I.

F8

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.66 to $1.73, 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.

Referenced by the price of 1 transaction in Table I.

F9

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.71 to $1.83, 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.

Referenced by the price of 1 transaction in Table I.

F10

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.67 to $1.74, 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.

Referenced by the price of 1 transaction in Table I.

Read the full filing on SEC EDGAR (opens in a new tab)