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Mills Jason Fahr's Form 4 filing

Expensify, Inc. (EXFY) · filed Jun 18, 2025

Accession no.
0001476840-25-000099
Filed
Jun 18, 2025
Trade date
Jun 13-17, 2025
Filing delay
5 daysLate
Rule 10b5-1 plan
Not checked

This filing lists 4 non-derivative transactions and 3 derivative transactions. Open-market sales total $9.28K. It was filed 5 days after the trade, past the 2-business-day deadline.

This filing was later replaced by the amendment 0001891197-25-000017 (Sep 24, 2025). Trade tables on this site use the amended version.

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
Mills Jason FahrCIK 0001891197Director

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
Jun 13, 2025Class A Common StockAGrant or awardAcquired+36,486$2.29+$83,552.94347,348Direct
Jun 13, 2025Class A Common StockAGrant or awardAcquired+17,083$0.00$0364,431Direct
Jun 15, 2025Class A Common StockMOption exerciseAcquired+3,821–F3–368,252Direct
Jun 17, 2025Class A Common StockSSaleDisposed−4,068$2.28F5−$9,275.04364,184Direct

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
Jun 15, 2025Class A Common StockMOption exerciseDisposed−3,821$0.00$064,961Direct
Jun 15, 2025LT50 Common StockMOption exerciseDisposed−3,821$0.00$064,961Direct
Jun 15, 2025Class A Common StockMOption exerciseAcquired+3,821$0.00$042,034Indirect

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.

F3

Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock.

Referenced by the price of 1 transaction in Table I.

F5

The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.23 to $2.32, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range 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)