Skip to main content

Vidal Daniel's Form 4 filing

Expensify, Inc. (EXFY) · filed Sep 19, 2024

Accession no.
0001476840-24-000202
Filed
Sep 19, 2024
Trade date
Sep 15-17, 2024
Filing delay
4 daysLate
Rule 10b5-1 plan
Not checked

This filing lists 5 non-derivative transactions and 3 derivative transactions. Open-market sales total $9.84K. It was filed 4 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
Vidal DanielCIK 0001891862Director

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
Sep 15, 2024Class A Common StockMOption exerciseAcquired+2,826––188,134Direct
Sep 16, 2024Class A Common StockSSaleDisposed−1,805$2.28−$4,115.4186,329Direct
Sep 17, 2024Class A Common StockAGrant or awardAcquired+14,863$2.42+$35,968.46201,192Direct
Sep 17, 2024Class A Common StockAGrant or awardAcquired+8,084$0.00$0209,276Direct
Sep 17, 2024Class A Common StockSSaleDisposed−2,520$2.27−$5,720.4206,756Direct

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.

Derivative transactions
Trade dateSecurityTransactionUnderlying sharesUnit priceValueHeld afterOwnershipFlags
Sep 15, 2024Class A Common StockMOption exerciseDisposed−2,826$0.00$056,506Direct
Sep 15, 2024LT50 Common StockMOption exerciseDisposed−2,826$0.00$056,506Direct
Sep 15, 2024Class A Common StockMOption exerciseAcquired+2,826$0.00$0146,544Indirect

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.

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