David Barrett - 01 Jul 2025 Form 4 Insider Report for Expensify, Inc. (EXFY)

Role
Chief Executive Officer, Director
Signature
/s/ Ryan Schaffer, as attorney-in-fact
Issuer symbol
EXFY
Transactions as of
01 Jul 2025
Net transactions value
-$76,800
Form type
4
Filing time
02 Jul 2025, 16:39:07 UTC
Previous filing
24 Sep 2025
Next filing
04 Aug 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Barrett David Michael Chief Executive Officer, Director C/O EXPENSIFY, INC., 401 SW 5TH AVE, PORTLAND /s/ Ryan Schaffer, as attorney-in-fact 02 Jul 2025 0001892682

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction EXFY Class A Common Stock Sale $76,800 -30,000 -1.9% $2.56 1,528,480 01 Jul 2025 See note F1, F2, F3
holding EXFY Class A Common Stock 210,676 01 Jul 2025 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Explanation of Responses:

Id Content
F1 The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 31, 2025.
F2 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.47 to $2.63, 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.
F3 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.