0001476840-23-000168.txt : 20231010 0001476840-23-000168.hdr.sgml : 20231010 20231010204915 ACCESSION NUMBER: 0001476840-23-000168 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230915 FILED AS OF DATE: 20231010 DATE AS OF CHANGE: 20231010 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Muralidharan Anuradha CENTRAL INDEX KEY: 0001891077 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-41043 FILM NUMBER: 231319219 MAIL ADDRESS: STREET 1: C/O EXPENSIFY, INC. STREET 2: 401 SW 5TH AVENUE CITY: PORTLAND STATE: OR ZIP: 97204 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: Expensify, Inc. CENTRAL INDEX KEY: 0001476840 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PREPACKAGED SOFTWARE [7372] IRS NUMBER: 270239450 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 401 SW 5TH AVENUE CITY: PORTLAND STATE: OR ZIP: 97204 BUSINESS PHONE: (520) 271-0858 MAIL ADDRESS: STREET 1: 401 SW 5TH AVENUE CITY: PORTLAND STATE: OR ZIP: 97204 4 1 wk-form4_1696985345.xml FORM 4 X0508 4 2023-09-15 0 0001476840 Expensify, Inc. EXFY 0001891077 Muralidharan Anuradha C/O EXPENSIFY, INC. 401 SW 5TH AVE PORTLAND OR 97204 1 1 0 0 Chief Operating Officer 0 Class A Common Stock 2023-09-15 4 A 0 1 3.84 A 42061 D Class A Common Stock 2023-09-15 4 A 0 760 0 A 42821 D Class A Common Stock 2023-09-15 4 F 0 307 3.81 D 42514 D Class A Common Stock 2023-09-15 4 M 0 3169 A 45683 D Class A Common Stock 2023-09-15 4 F 0 2555 3.46 D 43128 D Restricted Stock Units 2023-09-15 4 M 0 3169 0 D 2029-12-15 Class A Common Stock 3169 76042 D Restricted Stock Units 2023-09-15 4 M 0 3169 0 D 2029-12-15 LT50 Common Stock 3169 76042 D LT50 Common Stock 2023-09-15 4 M 0 3169 0 A Class A Common Stock 3169 115198 I See note Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Shares granted as matched shares pursuant to the SPMP. Each restricted stock unit ("RSU") 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. 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. 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. 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. 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. /s/ Ryan Schaffer, as attorney-in-fact 2023-10-10 EX-24 2 anuradhamuralidharan-form4.htm EX-24 Document

LIMITED POWER OF ATTORNEY
For Filings under Section 16 of the Securities Exchange Act of 1934
(Expensify, Inc.)
The undersigned hereby constitutes and appoints David Michael Barrett, Chief Executive Officer of Expensify, Inc. (the "Company") and Ryan Schaffer, Chief Financial Officer of the Company, each in their respective capacities as such, and each of their respective successors in such offices, and each of them, the undersigned's true and lawful attorneys-in-fact and agents, with full power of substitution in the premises, for the undersigned and in the undersigned's name, place and stead, in any and all capacities, to:
(1) execute for and on behalf of the undersigned, in the undersigned's capacity as an officer and/or director of the Company, Forms 3, 4 and 5 in accordance with Section 16(a) of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), and the rules thereunder;
(2) do and perform any and all acts for and on behalf of the undersigned that may be necessary or desirable to complete and execute any such Form 3, 4 or 5 and timely file such form with the United States Securities and Exchange Commission and any stock exchange or similar authority; and
(3) take any other action solely in connection with the foregoing which, in the opinion of such attorney-in-fact, may be of benefit to, in the best interest of, or legally required by or on behalf of, the undersigned, it being understood that the documents executed by such attorney-in-fact on behalf of the undersigned pursuant to this Limited Power of Attorney shall be in such form and shall contain such terms and conditions as such attorney-in-fact may approve in such attorney-in-fact's discretion.

The undersigned hereby grants to each such attorney-in-fact full power and authority to do and perform any and every act and thing whatsoever requisite, necessary, or proper to be done in the exercise of any of the rights and powers herein granted, as fully to all intents and purposes as the undersigned might or could do if personally present, with full power of substitution and revocation, hereby ratifying and confirming all that such attorney-in-fact, or such attorney-in-fact's substitute or substitutes, shall lawfully do or cause to be done by virtue of this Limited Power of Attorney and the rights and powers herein granted. The undersigned acknowledges that each of the foregoing attorneys-in-fact, in serving in such capacity at the request of the undersigned, is not assuming, nor is the Company assuming, any of the undersigned's responsibilities to comply with Section 16 of the Exchange Act.

This Limited Power of Attorney shall remain in full force and effect until the undersigned is no longer required to file Forms 3, 4 and 5 with respect to the undersigned's holdings of, and transactions in, securities issued by the Company, unless earlier revoked by the undersigned in a signed writing delivered to the foregoing attorneys-in-fact.

IN WITNESS WHEREOF, the undersigned has executed this Limited Power of Attorney this 5th day of November 2021.

/s/ Anuradha Muralidharan
Name: Anuradha Muralidharan