Form 4 for EXFY Expensify, Inc.
Accepted 2024-12-11 00:00:00 ET · period of report 2024-11-22 · accession 0001476840-24-000239 · 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 | 2024-12-11 | 2024-11-22 | EXFY | Barrett David Michael | CEO, Dir | M - OptEx | $0.21 | +1.59M | 1.76M | +894% | +$333.0K |
| D | 2024-12-11 | 2024-11-22 | EXFY | Barrett David Michael | CEO, Dir | F - Tax | $3.40 | -556.6K | 1.21M | -32% | -$1.89M |
| DM | 2024-12-11 | 2024-11-22 | EXFY | Barrett David Michael | CEO, Dir | M - OptEx | $0.00 | -1.59M | 0 | -100% | $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 | 2024-11-22 | M | A | 1,111,710 | $0.21 | 1,289,161 | D | — | — | |
| 2 | Common | Class A Common Stock | 2024-11-22 | F | D | 556,607 | $3.40 | 1,206,484 | D | — | — | |
| 3 | Common | Class A Common Stock | 2024-11-22 | M | A | 473,930 | $0.21 | 1,763,091 | D | — | — | |
| 4 | Derivative | Stock Option | 2024-11-22 | M | D | 473,930 | $0.00 | 0 | D | $0.21 · — to 2024-11-24 | 473,930 Class A Common Stock | (F2) The stock option is fully vested and currently exercisable. |
| 5 | Derivative | Stock Option | 2024-11-22 | M | D | 1,111,710 | $0.00 | 0 | D | $0.21 · — to 2024-11-24 | 1,111,710 Class A Common Stock | (F2) The stock option is fully vested and currently exercisable. |