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