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Expensify, Inc. (EXFY)  
$1.51 0.03 (1.95%) as of 4:30 Fri 5/31


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Exchange: N/A
Security Type: Common
Shares Out: 67,519,000
Market Cap: 101.95(M)
Last Volume: 0 Avg Vol: 0
52 Week Range: $1.43 - $8.17
Level I Sector: N/A
Level II Sector: N/A
Level III Sector: N/A

Member Indexes:
   

Rankings:
     
Insider 3 Months    : 14.1
Insider 6 Months    : 15.6
Insider 3/6 Months : 30.1
Guru Rank Number :  -
Guru Rank Value     :  -
Guru Occurances    :  -

 

            6 Months   1 Year   2 Year  
 
Company Profile   Expensify is a cloud-based expense management software platform that helps businesses improve the way they manage money. Organizations use Expensify to scan and reimburse receipts from flights, hotels, coffee shops, office supplies and ride shares. Co.'s financial platform provides various features that automate the preaccounting processes for businesses of all sizes, including managing expenses, capturing and managing spend via the Expensify Card and paying bills and sending invoices, all included in the Expensify platform. Co.'s capabilities of the Expensify Card include card application/setup, continuous automatic reconciliation, real-time compliance, and spend control with Smart Limits.

 
 
Summary  (Direct Transactions Only) 3 Months 6 Months 12 Months 24 Months
Total Shares Bought 1,028,584 1,449,057 4,338,303 4,338,303
Total Buy Value $1,562,288 $2,271,635 $12,898,830 $12,898,830
Total People Bought 1 1 2 2
Total Buy Transactions 9 12 28 28
Total Shares Sold 1,378,304 2,008,824 12,710,401 13,164,498
Total Sell Value $2,426,092 $3,935,496 $67,974,632 $71,924,786
Total People Sold 5 5 7 7
Total Sell Transactions 64 83 110 124
End Date 2024-03-03 2023-12-01 2023-06-02 2022-06-02

   
Records found: 325
  Page 10 of 13  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

  
3m +/-  
Form
   Mills Jason Fahr Director   –       •      –    2023-06-14 4 D $7.00 $2,884 D/D (412) 106,852     -
   Mills Jason Fahr Director   –       •      –    2023-06-14 4 A $0.00 $82,754 D/D 13,578 107,264     -
   Schaffer Ryan Chief Financial Officer   •       •      –    2023-06-14 4 D $7.00 $728 D/D (104) 77,146     -
   Schaffer Ryan Chief Financial Officer   •       •      –    2023-06-14 4 A $0.00 $12,932 D/D 2,205 77,250     -
   Muralidharan Anuradha Chief Operating Officer   •       •      –    2023-06-13 4 S $7.00 $100,730 D/D (14,390) 48,767 60%     
   Barrett David Michael Chief Executive Officer   •       •      –    2023-06-01 4 S $6.55 $1,310,000 I/I (200,000) 3,152,676 49%     
   Barrett David Michael Chief Executive Officer   •       •      –    2023-05-10 4 AS $5.99 $179,700 I/I (30,000) 3,352,676 -43%     
   Barrett David Michael Chief Executive Officer   •       •      –    2023-04-12 4 AS $8.17 $245,100 I/I (30,000) 3,382,676 -43%     
   Pao Ellen Director   –       •      –    2023-04-05 4 A $0.00 $0 D/D 986 19,291     -
   Liu Ying Director   –       •      –    2023-04-05 4 A $0.00 $0 D/D 1,233 20,119     -
   Christen Timothy L Director   –       •      –    2023-04-05 4 A $0.00 $0 D/D 1,541 21,173     -
   Schaffer Ryan Chief Financial Officer   •       •      –    2023-03-15 4 D $7.32 $17,998 D/D (2,386) 75,045     -
   Schaffer Ryan Chief Financial Officer   •       •      –    2023-03-15 4 OE $0.00 $0 D/D 3,922 77,360     -
   Schaffer Ryan Chief Financial Officer   •       •      –    2023-03-15 4 A $0.00 $20,052 D/D 2,932 73,509     -
   Mills Jason Fahr Director   –       •      –    2023-03-15 4 D $7.32 $15,625 D/D (2,077) 93,686     -
   Mills Jason Fahr Director   –       •      –    2023-03-15 4 OE $0.00 $0 D/D 3,822 95,516     -
   Mills Jason Fahr Director   –       •      –    2023-03-15 4 A $0.00 $59,255 D/D 8,995 91,941     -
   Muralidharan Anuradha Chief Operating Officer   •       •      –    2023-03-15 4 D $7.32 $20,840 D/D (2,766) 63,157     -
   Muralidharan Anuradha Chief Operating Officer   •       •      –    2023-03-15 4 OE $0.00 $0 D/D 3,169 65,733     -
   Muralidharan Anuradha Chief Operating Officer   •       •      –    2023-03-15 4 A $0.00 $0 D/D 465 62,754     -
   Barrett David Michael Chief Executive Officer   •       •      –    2023-03-15 4 A $0.00 $0 I/I 673 3,412,676     -
   Barrett David Michael Chief Executive Officer   •       •      –    2023-03-15 4 D $7.32 $89,160 D/D (11,849) 75,988     -
   Barrett David Michael Chief Executive Officer   •       •      –    2023-03-15 4 OE $0.00 $0 D/D 14,463 86,532     -
   Barrett David Michael Chief Executive Officer   •       •      –    2023-03-15 4 A $0.00 $185,888 D/D 28,496 73,374     -
   Vidal Daniel Director   –       •      –    2023-03-15 4 D $7.32 $13,819 D/D (1,837) 92,823     -
  325 Records found
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  Page 10 of 13
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
  OE - Options Exercised A - Acquired
  IO - Initital Ownership D - Disposed
 
 
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