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Vidal Daniel's Form 4 filing

Expensify, Inc. (EXFY) · filed Dec 18, 2024

Accession no.
0001476840-24-000248
Filed
Dec 18, 2024
Trade date
Dec 15-17, 2024
Filing delay
3 daysLate
Rule 10b5-1 plan
Not checked

This filing lists 5 non-derivative transactions and 3 derivative transactions. Open-market sales total $17.1K. It was filed 3 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
Dec 15, 2024Class A Common StockMOption exerciseAcquired+2,825––215,641Direct
Dec 16, 2024Class A Common StockSSaleDisposed−1,649$3.84−$6,332.16213,992Direct
Dec 16, 2024Class A Common StockAGrant or awardAcquired+11,224$3.95+$44,334.8225,216Direct
Dec 16, 2024Class A Common StockAGrant or awardAcquired+9,383$0.00$0234,599Direct
Dec 17, 2024Class A Common StockSSaleDisposed−2,818$3.82−$10,764.76231,781Direct

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
Dec 15, 2024Class A Common StockMOption exerciseDisposed−2,825$0.00$053,681Direct
Dec 15, 2024LT50 Common StockMOption exerciseDisposed−2,825$0.00$053,681Direct
Dec 15, 2024Class A Common StockMOption exerciseAcquired+2,825$0.00$0149,369Indirect

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)