Form 4 for EXFY Expensify, Inc.
Accepted 2024-09-05 00:00:00 ET · period of report 2024-09-03 · accession 0001476840-24-000191 · 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 | 2024-09-05 | 2024-09-03 | EXFY | Schaffer Ryan | CFO, Dir | M - OptEx | $0.97 | +12.5K | 165.0K | +8% | +$12.1K |
| D | 2024-09-05 | 2024-09-03 | EXFY | Schaffer Ryan | CFO, Dir | S - Sale+OE | $2.27 | -12.5K | 152.5K | -8% | -$28.4K |
| D | 2024-09-05 | 2024-09-03 | EXFY | Schaffer Ryan | CFO, Dir | M - OptEx | $0.00 | -12.5K | 232.8K | -5% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Class A Common Stock | 2024-09-03 | M | A | 12,500 | $0.97 | 165,031 | D | — | — | |
| 2 | Common | Class A Common Stock | 2024-09-03 | S | D | 12,500 | $2.27 | 152,531 | D | — | — | (F2) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.21 to $2.44, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., 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 ranges set forth in this footnote. |
| 3 | Derivative | Stock Option | 2024-09-03 | M | D | 12,500 | $0.00 | 232,783 | D | $0.97 · — to 2029-04-11 | 12,500 Class A Common Stock | (F3) Reflects remaining portion of the stock option that originally vested in 72 equal monthly installments beginning on May 12, 2019. |