Expensify, Inc.
For the period ended Mar 31, 2025. Filed May 8, 2025.
View on SEC.govAbout this filing
A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
Mar 31, 2025 · Filed May 8, 2025
Extracted filing text, with the paragraph anchors used by the comparison.
See the whole filing, with its images and exhibitsContents
Item 5. Other Information
INSIDER TRADING ARRANGEMENTS
| Trading Arrangement | |||||
|---|---|---|---|---|---|
| Reporting Person · Action · Date · Rule 10b5-1(1) · Non-Rule 10b5-1(2) · Total Shares to be Sold · Expiration Date | |||||
| Ryan Schaffer, Chief Financial Officer | Terminate | March 27, 2025 | X | 200,000(3) | December 31, 2025 |
| Ryan Schaffer, Chief Financial Officer | Adopt | March 27, 2025 | X | 200,000(3) | December 31, 2025 |
| David Barrett, Chief Executive Officer | Adopt | March 31, 2025 | X | 360,000(4) | June 30, 2026 |
(1)Intended to satisfy the affirmative defense of Rule 10b5-1(c).
(2)Not intended to satisfy the affirmative defense of Rule 10b5-1(c).
(3)The trading plan provides for the sale of up to 200,000 shares and terminates upon the earlier of (i)December 31, 2025 and (ii) the aggregate sale of 200,000 shares under the trading plan.
(4)The trading plan provides for the sale of up to 360,000 shares and terminates upon the earlier of (i)June 30, 2026 and (ii) the aggregate sale of 360,000 shares under the trading plan. This trading plan is a successor plan to the plan dated August 15, 2024.
The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.