InsiderTrades

Form 4 for EXFY Expensify, Inc.

Accepted 2022-12-19 00:00:00 ET · period of report 2022-12-15 · accession 0001476840-22-000145 · 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
DM 2022-12-19 2022-12-15 EXFY Vidal Daniel Dir F - Tax $9.32 -1,349 97.8K -1% -$12.6K
DM 2022-12-19 2022-12-15 EXFY Vidal Daniel Dir A - Grant $8.86 +7,024 95.8K +8% +$62.3K
D 2022-12-19 2022-12-15 EXFY Vidal Daniel Dir M - OptEx — +2,826 99.0K +3% —
DI 2022-12-19 2022-12-15 EXFY Vidal Daniel Dir M - OptEx $0.00 +2,826 2,826 New $0
DM 2022-12-19 2022-12-15 EXFY Vidal Daniel Dir M - OptEx $0.00 -5,652 76.3K -7% $0

Purchase Sale Sale after option exercise All abbreviations

Every reported transaction

#TableSecurityDateCodeA/DSharesPriceOwned afterOwnExercise / expiryUnderlyingFootnotes
1 Common Class A Common Stock 2022-12-15 F D 137 $9.49 96,178 D — —
2 Common Class A Common Stock 2022-12-15 A A 478 $0.00 96,315 D — — (F2) Shares granted as matched shares pursuant to the SPMP.
3 Common Class A Common Stock 2022-12-15 A A 6,546 $9.51 95,837 D — — (F1) Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").
4 Common Class A Common Stock 2022-12-15 F D 1,212 $9.30 97,792 D — —
5 Common Class A Common Stock 2022-12-15 M A 2,826 — 99,004 D — — (F3) Each restricted stock unit 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.
6 Derivative LT50 Common Stock 2022-12-15 M A 2,826 $0.00 2,826 I — · — to — 2,826 Class A Common Stock (F6) The LT50 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 50 months. The LT50 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. (F5) Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock.
7 Derivative Restricted Stock Units 2022-12-15 M D 2,826 $0.00 76,283 D See note — · — to 2029-12-15 2,826 Class A Common Stock (F7) 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. (F3) Each restricted stock unit 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. (F4) The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th.
8 Derivative Restricted Stock Units 2022-12-15 M D 2,826 $0.00 76,283 D — · — to 2029-12-15 2,826 LT50 Common Stock (F5) Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock. (F4) The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th.