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Martirano David's Form 4 filing

Expensify, Inc. (EXFY) · filed Nov 16, 2021

Accession no.
0001628280-21-023629
Filed
Nov 16, 2021
Trade date
Nov 15, 2021
Filing delay
1 day
Rule 10b5-1 plan
Not on the form (before 2023)

This filing lists 12 non-derivative transactions and 14 derivative transactions. Open-market sales total $51.3M. It was filed 1 day after the trade.

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
Martirano DavidCIK 000189218810% Owner

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
Nov 15, 2021Class A Common StockCConversionAcquired+224,790$0.00$0230,190Indirect
Nov 15, 2021Class A Common StockCConversionAcquired+332,450$0.00$0333,640Indirect
Nov 15, 2021Class A Common StockCConversionAcquired+4,274,220$0.00$04,289,510Indirect
Nov 15, 2021Class A Common StockCConversionAcquired+3,065,230$0.00$03,065,230Indirect
Nov 15, 2021Class A Common StockCConversionAcquired+1,123,920$0.00$01,123,920Indirect
Nov 15, 2021Class A Common StockCConversionAcquired+144,240$0.00$0144,240Indirect
Nov 15, 2021Class A Common StockSSaleDisposed−50$25.11−$1,255.5230,140Indirect
Nov 15, 2021Class A Common StockSSaleDisposed−78,370$25.11−$1,967,870.7255,270Indirect
Nov 15, 2021Class A Common StockSSaleDisposed−1,007,630$25.11−$25,301,589.33,281,880Indirect
Nov 15, 2021Class A Common StockSSaleDisposed−720,040$25.11−$18,080,204.42,345,190Indirect
Nov 15, 2021Class A Common StockSSaleDisposed−201,920$25.11−$5,070,211.2922,000Indirect
Nov 15, 2021Class A Common StockSSaleDisposed−33,880$25.11−$850,726.8110,360Indirect

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
Nov 15, 2021Class A Common StockCConversionDisposed−203,950$0.00$00Indirect
Nov 15, 2021Class A Common StockCConversionDisposed−2,781,080$0.00$00Indirect
Nov 15, 2021Class A Common StockCConversionDisposed−1,019,740$0.00$00Indirect
Nov 15, 2021Class A Common StockCConversionDisposed−144,240$0.00$00Indirect
Nov 15, 2021Class A Common StockCConversionDisposed−5,930$0.00$00Indirect
Nov 15, 2021Class A Common StockCConversionDisposed−80,750$0.00$00Indirect
Nov 15, 2021Class A Common StockCConversionDisposed−310,390$0.00$00Indirect
Nov 15, 2021Class A Common StockCConversionDisposed−3,990,620$0.00$00Indirect
Nov 15, 2021Class A Common StockCConversionDisposed−29,620$0.00$00Indirect
Nov 15, 2021Class A Common StockCConversionDisposed−14,910$0.00$00Indirect
Nov 15, 2021Class A Common StockCConversionDisposed−203,400$0.00$00Indirect
Nov 15, 2021Class A Common StockCConversionDisposed−22,060$0.00$00Indirect
Nov 15, 2021Class A Common StockCConversionDisposed−283,600$0.00$00Indirect
Nov 15, 2021Class A Common StockCConversionDisposed−74,560$0.00$00Indirect

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.

No transaction price on this filing refers to a footnote.

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