0001476840-23-000203.txt : 20231201 0001476840-23-000203.hdr.sgml : 20231201 20231201195442 ACCESSION NUMBER: 0001476840-23-000203 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20230915 FILED AS OF DATE: 20231201 DATE AS OF CHANGE: 20231201 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Barrett David Michael CENTRAL INDEX KEY: 0001892682 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-41043 FILM NUMBER: 231461051 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_1701478473.xml FORM 4 X0508 4 2023-09-15 0 0001476840 Expensify, Inc. EXFY 0001892682 Barrett David Michael C/O EXPENSIFY, INC. 401 SW 5TH AVE PORTLAND OR 97204 1 1 0 0 Chief Executive Officer 0 Class A Common Stock 2023-09-15 4 A 0 8596 0 A 100962 D Class A Common Stock 2023-09-15 4 F 0 3134 4.11 D 97828 D Class A Common Stock 2023-11-29 4 A 0 19306 0 A 117134 D Class A Common Stock 2023-11-30 4 S 0 7391 2.41 D 109743 D Class A Common Stock 2624021 I See note Shares awarded under the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP"). Shares were sold solely to cover taxes for shares awarded under the SPMP. Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $2.39 to $2.44, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 range set forth in this footnote. By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee. /s/ Ryan Schaffer, as attorney-in-fact 2023-12-01