Steven J. McLaughlin Revocable Trust
SEC CIK 1989196 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| EXFY | Expensify, Inc. | 10% | 9.94M | $4.68M | — | 6 | 2023-08-04 | 2024-07-08 |
Most active insiders at EXFY, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | EXP 2020 SPV LP | 10% | $2.13M | — |
| 2 | Barrett David Michael | CEO, Dir | — | $391.7K |
| 3 | Alvarez Divo Carlos Eduardo | Dir | — | $85.8K |
| 4 | Christen Timothy L | Dir | $57.2K | — |
| 5 | Vidal Daniel | Dir | — | $32.1K |
| 6 | Mills Jason Fahr | Dir | — | $21.5K |
| 7 | Schaffer Ryan | CFO, Dir | — | $14.8K |
| 8 | Muralidharan Anuradha | COO, Dir | — | $810.65 |
| 9 | Pao Ellen | Dir | — | — |
| 10 | Liu Ying | Dir | — | — |
Steven J. McLaughlin Revocable Trust made no open-market trades at EXFY in the last 12 months.
Transactions 6
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| I | 2024-07-10 | 2024-07-08 | EXFY | Expensify, Inc. | Steven J. McLaughlin Revocable Trust | 10% | P - Purchase | $1.45 | +123.2K | 9.94M | +1% | +$178.7K |
| MI | 2024-05-01 | 2024-04-29+ | EXFY | Expensify, Inc. | Steven J. McLaughlin Revocable Trust | 10% | P - Purchase | $1.57 | +530.5K | 9.43M | +6% | +$832.0K |
| MI | 2024-04-29 | 2024-04-25+ | EXFY | Expensify, Inc. | Steven J. McLaughlin Revocable Trust | 10% | P - Purchase | $1.59 | +17.7K | 9.02M | +0.2% | +$28.2K |
| MI | 2024-04-19 | 2024-04-17+ | EXFY | Expensify, Inc. | Steven J. McLaughlin Revocable Trust | 10% | P - Purchase | $1.51 | +143.6K | 9.00M | +2% | +$216.2K |
| MI | 2023-08-16 | 2023-08-14+ | EXFY | Expensify, Inc. | Steven J. McLaughlin Revocable Trust | 10% | P - Purchase | $4.50 | +94.4K | 6.73M | +1% | +$425.0K |
| MI | 2023-08-08 | 2023-08-04+ | EXFY | Expensify, Inc. | Steven J. McLaughlin Revocable Trust | 10% | P - Purchase | $5.99 | +499.9K | 5.77M | +9% | +$3.00M |
Purchase Sale Sale after option exercise All abbreviations