0001476840-23-000209.txt : 20231213 0001476840-23-000209.hdr.sgml : 20231213 20231213175515 ACCESSION NUMBER: 0001476840-23-000209 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20231211 FILED AS OF DATE: 20231213 DATE AS OF CHANGE: 20231213 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: 231485129 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_1702508104.xml FORM 4 X0508 4 2023-12-11 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 1 Class A Common Stock 2023-12-11 4 S 0 83000 2.34 D 2398800 I See note Class A Common Stock 2023-12-12 4 S 0 85000 2.27 D 2313800 I See note Class A Common Stock 2023-12-13 4 S 0 80000 2.31 D 2233800 I See note Class A Common Stock 2023-12-13 4 S 0 30000 2.33 D 2203800 I See note Class A Common Stock 109743 D The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.29 to $2.42, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., 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 ranges set forth in this footnote to this Form 4. 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. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.25 to $2.30, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., 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 ranges set forth in this footnote to this Form 4. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.27 to $2.37, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., 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 ranges set forth in this footnote to this Form 4. This transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 10, 2022. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.26 to $2.40, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., 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 ranges set forth in this footnote to this Form 4. /s/ Ryan Schaffer, as attorney-in-fact 2023-12-13