Form 4 for EXFY Expensify, Inc.

Accepted 2022-11-16 00:00:00 ET · period of report 2022-11-14 · accession 0001476840-22-000134 · SEC index · Original document

Summary rows

Aggregated the way they appear in lists: one row per insider, transaction code and security table.

X	Filed	Traded	Ticker	Insider	Title	Type	Price	Qty	Owned	ΔOwn	Value
D	2022-11-16	2022-11-14	EXFY	Mills Jason Fahr	Dir	J - Other	—	-6,165	73.0K	-8%	—
DI	2022-11-16	2022-11-14	EXFY	Mills Jason Fahr	Dir	J - Other	—	+6,165	582.9K	+1%	—

Purchase Sale Sale after option exercise All abbreviations

#	Table	Security	Date	Code	A/D	Shares	Price	Owned after	Own	Exercise / expiry	Underlying	Footnotes
1	Common	Class A Common Stock	2022-11-14	J	D	6,165	—	73,006	D	—	—	(F1) The Reporting Person exchanged 6,165 shares of Class A Common Stock for 6,165 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation.
2	Derivative	LT10 Common Stock	2022-11-14	J	A	6,165	—	582,885	I See footnote	— · — to —	6,165 Class A Common Stock	(F1) The Reporting Person exchanged 6,165 shares of Class A Common Stock for 6,165 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation. (F3) Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust. (F2) The LT10 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 10 months. The LT10 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.