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Barrett David Michael's Form 4 filing

Expensify, Inc. (EXFY) · filed Jul 15, 2024

Accession no.
0001476840-24-000136
Filed
Jul 15, 2024
Trade date
Jul 10-12, 2024
Filing delay
5 daysLate
Rule 10b5-1 plan
Checked

This filing lists 3 non-derivative transactions. Open-market sales total $76.8K. It was filed 5 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
Jul 10, 2024Class A Common StockSSaleDisposed−12,300$2.07F2−$25,4611,765,703Indirect
Jul 11, 2024Class A Common StockSSaleDisposed−12,736$2.00F4−$25,4721,752,967Indirect
Jul 12, 2024Class A Common StockSSaleDisposed−11,550$2.24F5−$25,8721,741,417Indirect

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 $1.94 to $2.14, 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 $1.95 to $2.04, 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 $2.19 to $2.27, 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)