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