Mills Jason Fahr 4

Accession 0001891197-26-000002

CIK 0001476840other

View on SEC.gov Company Profile

Filed

Jan 4, 7:00 PM ET

Accepted

Jan 5, 6:40 PM ET

Size

16.1 KB

Accession

0001891197-26-000002

Insider Transaction Report

Form 4

Period: 2025-12-15

Expensify, Inc.EXFY

Mills Jason Fahr

Director

Transactions

Exercise/Conversion
Class A Common Stock
2025-12-15+3,821→ 490,783 total
Sale
Class A Common Stock
2025-12-30$1.52/sh−3,821$5,808→ 486,962 total
Exercise/Conversion
Restricted Stock Units
2025-12-15−3,821→ 57,319 total
Exp: 2029-12-15→ Class A Common Stock (3,821 underlying)
Exercise/Conversion
Restricted Stock Units
2025-12-15−3,821→ 57,319 total
Exp: 2029-12-15→ LT50 Common Stock (3,821 underlying)
Exercise/Conversion
LT50 Common Stock
2025-12-15+3,821→ 49,676 total(indirect: See note)
→ Class A Common Stock (3,821 underlying)

Holdings

LT50 Common Stock
(indirect: See note)
→ Class A Common Stock (534,925 underlying)
534,925

Footnotes (8)

[F1]Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock.
[F2]Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer.
[F3]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 upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $1.50 to $1.53, 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.
[F4]The RSUs vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th.
[F5]Each RSU represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock.
[F6]The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.
[F7]Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust.
[F8]By LILIJK LLC, a manager-managed limited liability company. The investment and voting decisions of LILIJK LLC are made by its manager, the Reporting Person, and its controlling member is the Figueroa-Mills Family Revocable Trust, for which the Reporting Person serves as trustee.

Documents

1 file

4
wk-form4_1767656421.xmlPrimary
FORM 4

Issuer

Expensify, Inc.

CIK 0001476840

→

Entity typeother

Related Parties

filerCIK 0001891197

Filing Metadata

Form type: 4
Filed: Jan 4, 7:00 PM ET
Accepted: Jan 5, 6:40 PM ET
Size: 16.1 KB

View on SEC.gov