Insider Trading & Ownership - Expensify Inc. (EXFY)

Real time insider trading transaction history:

  • Insiders are prohibited from making short-swing profits by trading their shares within 6 months of the registration or acquiring the shares.
  • Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
Time period
Insider Trading Transactions for Expensify Inc.
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Common stock purchase or sale:
Transaction
Date		 Reported
DateTime		 Company Symbol Insider
Relationship		 Shares
Traded		 Average
Price		 Total
Amount		 Shares
Owned		 Filing
2023-08-01
Sale		 2023-08-03
4:48 pm		 Expensify Inc. EXFY OpenView Management LLC
OpenView General Partner IV L.P.
OpenView Venture Partners IV L.P.
OpenView Affiliates Fund IV L.P.
10% Owner		 10,044,250 $6.1 $61,269,925 0
(Indirect)		 View
2023-08-01
Sale		 2023-08-03
4:40 pm		 Expensify Inc. EXFY Schaffer Ryan
Chief Financial Officer		 100 $8 $800 421,233
(Direct)		 View
2023-07-13
Sale		 2023-07-17
6:44 pm		 Expensify Inc. EXFY Schaffer Ryan
Chief Financial Officer		 7,350 $8 $58,800 419,025
(Direct)		 View
2023-07-12
Sale		 2023-07-14
5:03 pm		 Expensify Inc. EXFY Barrett David Michael
Chief Executive Officer		 30,000 $7.52 $225,600 3,175,602
(Indirect
Direct)		 View
2023-07-03
Sale		 2023-07-06
5:12 pm		 Expensify Inc. EXFY Schaffer Ryan
Chief Financial Officer		 400 $8 $3,200 426,375
(Direct)		 View
2023-06-21
Sale		 2023-06-23
4:36 pm		 Expensify Inc. EXFY Schaffer Ryan
Chief Financial Officer		 7,750 $8.04 $62,310 426,775
(Direct)		 View
2023-06-20
Sale		 2023-06-21
5:25 pm		 Expensify Inc. EXFY Vidal Daniel
Director		 8,000 $7.59 $60,720 91,226
(Direct)		 View
2023-06-14
Sale		 2023-06-16
8:41 pm		 Expensify Inc. EXFY Barrett David Michael
Chief Executive Officer		 30,000 $6.99 $209,700 7,613,932
(Indirect
Direct)		 View
2023-06-13
Sale		 2023-06-15
5:27 pm		 Expensify Inc. EXFY Muralidharan Anuradha
Chief Operating Officer		 14,390 $7 $100,730 48,767
(Direct)		 View
2023-06-01
Sale		 2023-06-05
4:55 pm		 Expensify Inc. EXFY Barrett David Michael
Chief Executive Officer		 200,000 $6.55 $1,310,000 3,228,664
(Indirect
Direct)		 View
2023-05-10
Sale		 2023-05-15
6:45 pm		 Expensify Inc. EXFY Barrett David Michael
Chief Executive Officer		 30,000 $5.99 $179,700 3,428,664
(Indirect
Direct)		 View
2023-04-12
Sale		 2023-04-14
5:17 pm		 Expensify Inc. EXFY Barrett David Michael
Chief Executive Officer		 30,000 $8.17 $245,100 3,458,664
(Indirect
Direct)		 View
2023-03-09
Sale		 2023-03-15
4:53 pm		 Expensify Inc. EXFY Barrett David Michael
Chief Executive Officer		 30,000 $8.28 $248,400 3,456,881
(Indirect
Direct)		 View
2023-02-08
Sale		 2023-02-16
5:39 pm		 Expensify Inc. EXFY Barrett David Michael
Chief Executive Officer		 30,000 $9.8 $294,000 3,486,881
(Indirect
Direct)		 View

Stock options: Exercise, Award, Grant, Conversion
Transaction
Date		 Reported
DateTime		 Exercisable
Expiration		 Company Symnbol Insider
Relationship		 Shares
Traded		 Conversion
Price		 Shares
Owned		 Filing

Ownership		 2023-08-08
4:02 pm		 N/A
N/A		 Expensify Inc. EXFY McLaughlin Steven J.
Steven J. McLaughlin Revocable Trust
EXP 2020 SPV LP
SF Roofdeck GP LLC
10% Owner		 0 $0 7,050,636
(Indirect)		 View
2023-08-01
Exercise		 2023-08-03
4:40 pm		 N/A
2029-04-11		 Expensify Inc. EXFY Schaffer Ryan
Chief Financial Officer		 100 $0 421,233
(Direct)		 View
2023-08-01
Exercise		 2023-08-03
4:40 pm		 N/A
N/A		 Expensify Inc. EXFY Schaffer Ryan
Chief Financial Officer		 100 $0.97 421,233
(Direct)		 View
2023-07-24
Option Award		 2023-08-01
5:23 pm		 N/A
N/A		 Expensify Inc. EXFY Muralidharan Anuradha
Chief Operating Officer		 5,394 $0 55,060
(Direct)		 View
2023-07-24
Option Award		 2023-08-01
5:23 pm		 N/A
N/A		 Expensify Inc. EXFY Vidal Daniel
Director		 3,006 $0 94,232
(Direct)		 View
2023-07-24
Option Award		 2023-08-01
5:22 pm		 N/A
N/A		 Expensify Inc. EXFY Barrett David Michael
Chief Executive Officer		 2,405 $0 3,178,007
(Direct)		 View
2023-07-24
Option Award		 2023-08-01
5:22 pm		 N/A
N/A		 Expensify Inc. EXFY Schaffer Ryan
Chief Financial Officer		 2,308 $0 81,050
(Direct)		 View
2023-07-24
Option Award		 2023-08-01
5:22 pm		 N/A
N/A		 Expensify Inc. EXFY Mills Jason Fahr
Director		 5,054 $0 113,866
(Direct)		 View
2023-07-13
Exercise		 2023-07-17
6:44 pm		 N/A
2029-04-11		 Expensify Inc. EXFY Schaffer Ryan
Chief Financial Officer		 7,350 $0 419,025
(Direct)		 View
2023-07-13
Exercise		 2023-07-17
6:44 pm		 N/A
N/A		 Expensify Inc. EXFY Schaffer Ryan
Chief Financial Officer		 7,350 $0.97 419,025
(Direct)		 View
2023-07-05
Option Award		 2023-07-12
7:14 pm		 N/A
N/A		 Expensify Inc. EXFY Pao Ellen
Director		 1,107 $0 38,975
(Direct)		 View
2023-07-05
Option Award		 2023-07-12
7:14 pm		 N/A
N/A		 Expensify Inc. EXFY Liu Ying
Director		 1,384 $0 40,080
(Direct)		 View
2023-07-05
Option Award		 2023-07-12
7:14 pm		 N/A
N/A		 Expensify Inc. EXFY Christen Timothy L
Director		 1,730 $0 41,480
(Direct)		 View

Ownership(A)		 2023-07-06
5:13 pm		 N/A
N/A		 Expensify Inc. EXFY Barrett David Michael
Chief Executive Officer		 0 $0 3,588,630
(Indirect)		 View
2023-07-03
Exercise		 2023-07-06
5:12 pm		 N/A
2029-04-11		 Expensify Inc. EXFY Schaffer Ryan
Chief Financial Officer		 400 $0 426,375
(Direct)		 View
2023-07-03
Exercise		 2023-07-06
5:12 pm		 N/A
N/A		 Expensify Inc. EXFY Schaffer Ryan
Chief Financial Officer		 400 $0.97 426,375
(Direct)		 View
2023-06-21
Exercise		 2023-06-23
4:36 pm		 N/A
2029-04-11		 Expensify Inc. EXFY Schaffer Ryan
Chief Financial Officer		 7,750 $0 426,775
(Direct)		 View
2023-06-21
Exercise		 2023-06-23
4:36 pm		 N/A
N/A		 Expensify Inc. EXFY Schaffer Ryan
Chief Financial Officer		 7,750 $0.97 426,775
(Direct)		 View
2023-06-21
Option Award		 2023-06-23
4:35 pm		 N/A
N/A		 Expensify Inc. EXFY Christen Timothy L
Director		 18,577 $0 39,750
(Direct)		 View
2023-06-21
Option Award		 2023-06-23
4:35 pm		 N/A
N/A		 Expensify Inc. EXFY Liu Ying
Director		 18,577 $0 38,696
(Direct)		 View
2023-06-21
Option Award		 2023-06-23
4:35 pm		 N/A
N/A		 Expensify Inc. EXFY Pao Ellen
Director		 18,577 $0 37,868
(Direct)		 View
2023-06-15
Tax Withholding		 2023-06-16
8:42 pm		 N/A
N/A		 Expensify Inc. EXFY Mills Jason Fahr
Director		 1,861 $7.15 846,263
(Direct)		 View
2023-06-14
Option Award		 2023-06-16
8:42 pm		 N/A
N/A		 Expensify Inc. EXFY Mills Jason Fahr
Director		 11,890 $6.96 846,263
(Direct)		 View
2023-06-15
Exercise		 2023-06-16
8:42 pm		 N/A
2029-12-15		 Expensify Inc. EXFY Mills Jason Fahr
Director		 11,463 $0 846,263
(Direct)		 View
2023-06-14
Tax Withholding		 2023-06-16
8:42 pm		 N/A
N/A		 Expensify Inc. EXFY Mills Jason Fahr
Director		 412 $7 846,263
(Direct)		 View
2023-06-14
Option Award		 2023-06-16
8:42 pm		 N/A
N/A		 Expensify Inc. EXFY Mills Jason Fahr
Director		 1,688 $0 846,263
(Direct)		 View
2023-06-15
Tax Withholding		 2023-06-16
8:41 pm		 N/A
N/A		 Expensify Inc. EXFY Schaffer Ryan
Chief Financial Officer		 2,327 $7.15 302,324
(Direct)		 View
2023-06-14
Option Award		 2023-06-16
8:41 pm		 N/A
N/A		 Expensify Inc. EXFY Schaffer Ryan
Chief Financial Officer		 1,858 $6.96 302,324
(Direct)		 View
2023-06-15
Exercise		 2023-06-16
8:41 pm		 N/A
2029-12-15		 Expensify Inc. EXFY Schaffer Ryan
Chief Financial Officer		 11,769 $0 302,324
(Direct)		 View
2023-06-14
Tax Withholding		 2023-06-16
8:41 pm		 N/A
N/A		 Expensify Inc. EXFY Schaffer Ryan
Chief Financial Officer		 104 $7 302,324
(Direct)		 View
2023-06-14
Option Award		 2023-06-16
8:41 pm		 N/A
N/A		 Expensify Inc. EXFY Schaffer Ryan
Chief Financial Officer		 347 $0 302,324
(Direct)		 View
2023-06-15
Tax Withholding		 2023-06-16
8:41 pm		 N/A
N/A		 Expensify Inc. EXFY Barrett David Michael
Chief Executive Officer		 10,544 $7.15 7,613,932
(Direct)		 View
2023-06-15
Conversion		 2023-06-16
8:41 pm		 N/A
N/A		 Expensify Inc. EXFY Barrett David Michael
Chief Executive Officer		 672 $0 7,613,932
(Indirect)		 View
2023-06-14
Option Award		 2023-06-16
8:41 pm		 N/A
N/A		 Expensify Inc. EXFY Barrett David Michael
Chief Executive Officer		 1 $6.96 7,613,932
(Direct)		 View
2023-06-15
Exercise		 2023-06-16
8:41 pm		 N/A
2029-12-15		 Expensify Inc. EXFY Barrett David Michael
Chief Executive Officer		 43,389 $0 7,613,932
(Direct)		 View
2023-06-14
Tax Withholding		 2023-06-16
8:41 pm		 N/A
N/A		 Expensify Inc. EXFY Barrett David Michael
Chief Executive Officer		 1,346 $7 7,613,932
(Direct)		 View
2023-06-14
Option Award		 2023-06-16
8:41 pm		 N/A
N/A		 Expensify Inc. EXFY Barrett David Michael
Chief Executive Officer		 3,692 $0 7,613,932
(Direct)		 View
2023-06-15
Tax Withholding		 2023-06-16
8:41 pm		 N/A
N/A		 Expensify Inc. EXFY Muralidharan Anuradha
Chief Operating Officer		 2,554 $7.15 320,117
(Direct)		 View
2023-06-14
Option Award		 2023-06-16
8:41 pm		 N/A
N/A		 Expensify Inc. EXFY Muralidharan Anuradha
Chief Operating Officer		 1 $6.96 320,117
(Direct)		 View
2023-06-15
Exercise		 2023-06-16
8:41 pm		 N/A
2029-12-15		 Expensify Inc. EXFY Muralidharan Anuradha
Chief Operating Officer		 9,504 $0 320,117
(Direct)		 View
2023-06-14
Tax Withholding		 2023-06-16
8:41 pm		 N/A
N/A		 Expensify Inc. EXFY Muralidharan Anuradha
Chief Operating Officer		 192 $7 320,117
(Direct)		 View
2023-06-14
Option Award		 2023-06-16
8:41 pm		 N/A
N/A		 Expensify Inc. EXFY Muralidharan Anuradha
Chief Operating Officer		 476 $0 320,117
(Direct)		 View
2023-06-15
Tax Withholding		 2023-06-16
8:40 pm		 N/A
N/A		 Expensify Inc. EXFY Vidal Daniel
Director		 1,574 $7.15 372,909
(Direct)		 View
2023-06-14
Option Award		 2023-06-16
8:40 pm		 N/A
N/A		 Expensify Inc. EXFY Vidal Daniel
Director		 4,496 $6.96 372,909
(Direct)		 View
2023-06-15
Exercise		 2023-06-16
8:40 pm		 N/A
2029-12-15		 Expensify Inc. EXFY Vidal Daniel
Director		 8,475 $0 372,909
(Direct)		 View
2023-06-14
Tax Withholding		 2023-06-16
8:40 pm		 N/A
N/A		 Expensify Inc. EXFY Vidal Daniel
Director		 255 $7 372,909
(Direct)		 View
2023-06-14
Option Award		 2023-06-16
8:40 pm		 N/A
N/A		 Expensify Inc. EXFY Vidal Daniel
Director		 911 $0 372,909
(Direct)		 View
2023-04-05
Option Award		 2023-04-07
6:20 pm		 N/A
N/A		 Expensify Inc. EXFY Liu Ying
Director		 1,233 $0 20,119
(Direct)		 View
2023-04-05
Option Award		 2023-04-07
6:20 pm		 N/A
N/A		 Expensify Inc. EXFY Christen Timothy L
Director		 1,541 $0 21,173
(Direct)		 View
2023-04-05
Option Award		 2023-04-07
6:19 pm		 N/A
N/A		 Expensify Inc. EXFY Pao Ellen
Director		 986 $0 19,291
(Direct)		 View
2023-03-15
Tax Withholding		 2023-03-17
5:22 pm		 N/A
N/A		 Expensify Inc. EXFY Mills Jason Fahr
Director		 247 $7.32 834,958
(Direct)		 View
2023-03-15
Exercise		 2023-03-17
5:22 pm		 N/A
2029-12-15		 Expensify Inc. EXFY Mills Jason Fahr
Director		 11,466 $0 834,958
(Direct)		 View
2023-03-15
Option Award		 2023-03-17
5:22 pm		 N/A
N/A		 Expensify Inc. EXFY Mills Jason Fahr
Director		 7,943 $7.46 834,958
(Direct)		 View
2023-03-15
Tax Withholding		 2023-03-17
5:22 pm		 N/A
N/A		 Expensify Inc. EXFY Mills Jason Fahr
Director		 1,830 $7.55 834,958
(Direct)		 View
2023-03-15
Option Award		 2023-03-17
5:22 pm		 N/A
N/A		 Expensify Inc. EXFY Mills Jason Fahr
Director		 1,052 $0 834,958
(Direct)		 View
2023-03-15
Tax Withholding		 2023-03-17
5:22 pm		 N/A
N/A		 Expensify Inc. EXFY Schaffer Ryan
Chief Financial Officer		 71 $7.32 302,550
(Direct)		 View
2023-03-15
Exercise		 2023-03-17
5:22 pm		 N/A
2029-12-15		 Expensify Inc. EXFY Schaffer Ryan
Chief Financial Officer		 11,766 $0 302,550
(Direct)		 View
2023-03-15
Option Award		 2023-03-17
5:22 pm		 N/A
N/A		 Expensify Inc. EXFY Schaffer Ryan
Chief Financial Officer		 2,688 $7.46 302,550
(Direct)		 View
2023-03-15
Tax Withholding		 2023-03-17
5:22 pm		 N/A
N/A		 Expensify Inc. EXFY Schaffer Ryan
Chief Financial Officer		 2,315 $7.55 302,550
(Direct)		 View
2023-03-15
Option Award		 2023-03-17
5:22 pm		 N/A
N/A		 Expensify Inc. EXFY Schaffer Ryan
Chief Financial Officer		 244 $0 302,550
(Direct)		 View
2023-03-15
Tax Withholding		 2023-03-17
5:21 pm		 N/A
N/A		 Expensify Inc. EXFY Muralidharan Anuradha
Chief Operating Officer		 190 $7.32 336,776
(Direct)		 View
2023-03-15
Exercise		 2023-03-17
5:21 pm		 N/A
2029-12-15		 Expensify Inc. EXFY Muralidharan Anuradha
Chief Operating Officer		 9,507 $0 336,776
(Direct)		 View
2023-03-15
Tax Withholding		 2023-03-17
5:21 pm		 N/A
N/A		 Expensify Inc. EXFY Muralidharan Anuradha
Chief Operating Officer		 2,576 $7.55 336,776
(Direct)		 View
2023-03-15
Option Award		 2023-03-17
5:21 pm		 N/A
N/A		 Expensify Inc. EXFY Muralidharan Anuradha
Chief Operating Officer		 465 $0 336,776
(Direct)		 View
2023-03-15
Tax Withholding		 2023-03-17
5:21 pm		 N/A
N/A		 Expensify Inc. EXFY Vidal Daniel
Director		 221 $7.32 369,331
(Direct)		 View
2023-03-15
Exercise		 2023-03-17
5:21 pm		 N/A
2029-12-15		 Expensify Inc. EXFY Vidal Daniel
Director		 8,475 $0 369,331
(Direct)		 View
2023-03-15
Option Award		 2023-03-17
5:21 pm		 N/A
N/A		 Expensify Inc. EXFY Vidal Daniel
Director		 3,379 $7.46 369,331
(Direct)		 View
2023-03-15
Tax Withholding		 2023-03-17
5:21 pm		 N/A
N/A		 Expensify Inc. EXFY Vidal Daniel
Director		 1,616 $7.55 369,331
(Direct)		 View
2023-03-15
Option Award		 2023-03-17
5:21 pm		 N/A
N/A		 Expensify Inc. EXFY Vidal Daniel
Director		 664 $0 369,331
(Direct)		 View
2023-03-15
Conversion		 2023-03-17
5:21 pm		 N/A
N/A		 Expensify Inc. EXFY Barrett David Michael
Chief Executive Officer		 673 $0 7,912,129
(Indirect)		 View
2023-03-15
Tax Withholding		 2023-03-17
5:21 pm		 N/A
N/A		 Expensify Inc. EXFY Barrett David Michael
Chief Executive Officer		 1,305 $7.32 7,912,129
(Direct)		 View
2023-03-15
Exercise		 2023-03-17
5:21 pm		 N/A
2029-12-15		 Expensify Inc. EXFY Barrett David Michael
Chief Executive Officer		 43,389 $0 7,912,129
(Direct)		 View
2023-03-15
Option Award		 2023-03-17
5:21 pm		 N/A
N/A		 Expensify Inc. EXFY Barrett David Michael
Chief Executive Officer		 24,918 $7.46 7,912,129
(Direct)		 View
2023-03-15
Tax Withholding		 2023-03-17
5:21 pm		 N/A
N/A		 Expensify Inc. EXFY Barrett David Michael
Chief Executive Officer		 10,544 $7.55 7,912,129
(Direct)		 View
2023-03-15
Option Award		 2023-03-17
5:21 pm		 N/A
N/A		 Expensify Inc. EXFY Barrett David Michael
Chief Executive Officer		 3,578 $0 7,912,129
(Direct)		 View
(A) Indicate amendment filing.
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