| |
| |
| Exchange: |
N/A |
| Security
Type: |
Common |
| Shares
Out: |
67,519,000 |
| Market
Cap: |
115.46(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 : - |
|
|
|
|
|
| |
|
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.
|
|
|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
|
Forms:
|
|
|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
|
|
|
3m +/-:
|
|
|
|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
|
|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
|
|
|
|
| |
| |
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 |
1,363,304 |
2,044,861 |
12,895,401 |
13,149,498 |
| Total Sell Value |
$2,401,792 |
$4,034,035 |
$69,260,332 |
$71,900,486 |
| Total People Sold |
5 |
5 |
7 |
7 |
| Total Sell Transactions |
63 |
87 |
110 |
123 |
| End Date |
2024-02-25 |
2023-11-24 |
2023-05-26 |
2022-05-26 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Openview Affiliates Fund Iv, L.p. |
|
– – • |
2023-08-01 |
4 |
S |
$6.10 |
$61,269,925 |
I/I |
(10,044,250) |
0 |
|
61% |
|
| Mills Jason Fahr |
Director |
– • – |
2023-07-24 |
4 |
A |
$0.00 |
$0 |
D/D |
5,054 |
113,866 |
|
- |
|
| Schaffer Ryan |
Chief Financial Officer |
• • – |
2023-07-24 |
4 |
A |
$0.00 |
$0 |
D/D |
2,308 |
81,050 |
|
- |
|
| Muralidharan Anuradha |
Chief Operating Officer |
• • – |
2023-07-24 |
4 |
A |
$0.00 |
$0 |
D/D |
5,394 |
55,060 |
|
- |
|
| Barrett David Michael |
Chief Executive Officer |
• • – |
2023-07-24 |
4 |
A |
$0.00 |
$0 |
D/D |
2,405 |
84,659 |
|
- |
|
| Vidal Daniel |
Director |
– • – |
2023-07-24 |
4 |
A |
$0.00 |
$0 |
D/D |
3,006 |
94,232 |
|
- |
|
| Schaffer Ryan |
Chief Financial Officer |
• • – |
2023-07-13 |
4 |
AS |
$8.00 |
$58,800 |
D/D |
(7,350) |
78,742 |
|
-70% |
|
| Schaffer Ryan |
Chief Financial Officer |
• • – |
2023-07-13 |
4 |
OE |
$0.97 |
$7,130 |
D/D |
7,350 |
86,092 |
|
- |
|
| Barrett David Michael |
Chief Executive Officer |
• • – |
2023-07-12 |
4 |
AS |
$7.52 |
$225,600 |
I/I |
(30,000) |
3,093,348 |
|
-72% |
|
| Pao Ellen |
Director |
– • – |
2023-07-05 |
4 |
A |
$0.00 |
$0 |
D/D |
1,107 |
38,975 |
|
- |
|
| Christen Timothy L |
Director |
– • – |
2023-07-05 |
4 |
A |
$0.00 |
$0 |
D/D |
1,730 |
41,480 |
|
- |
|
| Liu Ying |
Director |
– • – |
2023-07-05 |
4 |
A |
$0.00 |
$0 |
D/D |
1,384 |
40,080 |
|
- |
|
| Schaffer Ryan |
Chief Financial Officer |
• • – |
2023-07-03 |
4 |
AS |
$8.00 |
$3,200 |
D/D |
(400) |
78,742 |
|
-77% |
|
| Schaffer Ryan |
Chief Financial Officer |
• • – |
2023-07-03 |
4 |
OE |
$0.97 |
$388 |
D/D |
400 |
79,142 |
|
- |
|
| Pao Ellen |
Director |
– • – |
2023-06-21 |
4 |
A |
$0.00 |
$0 |
D/D |
18,577 |
37,868 |
|
- |
|
| Christen Timothy L |
Director |
– • – |
2023-06-21 |
4 |
A |
$0.00 |
$0 |
D/D |
18,577 |
39,750 |
|
- |
|
| Liu Ying |
Director |
– • – |
2023-06-21 |
4 |
A |
$0.00 |
$0 |
D/D |
18,577 |
38,696 |
|
- |
|
| Schaffer Ryan |
Chief Financial Officer |
• • – |
2023-06-21 |
4 |
AS |
$8.04 |
$62,310 |
D/D |
(7,750) |
78,742 |
|
-69% |
|
| Schaffer Ryan |
Chief Financial Officer |
• • – |
2023-06-21 |
4 |
OE |
$0.97 |
$7,518 |
D/D |
7,750 |
86,492 |
|
- |
|
| Vidal Daniel |
Director |
– • – |
2023-06-20 |
4 |
AS |
$7.59 |
$60,720 |
D/D |
(8,000) |
91,226 |
|
-66% |
|
| Muralidharan Anuradha |
Chief Operating Officer |
• • – |
2023-06-15 |
4 |
D |
$7.15 |
$18,261 |
D/D |
(2,554) |
49,666 |
|
- |
|
| Muralidharan Anuradha |
Chief Operating Officer |
• • – |
2023-06-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,168 |
52,220 |
|
- |
|
| Barrett David Michael |
Chief Executive Officer |
• • – |
2023-06-15 |
4 |
A |
$0.00 |
$0 |
I/I |
672 |
3,123,348 |
|
- |
|
| Barrett David Michael |
Chief Executive Officer |
• • – |
2023-06-15 |
4 |
D |
$7.15 |
$75,390 |
D/D |
(10,544) |
82,254 |
|
- |
|
| Barrett David Michael |
Chief Executive Officer |
• • – |
2023-06-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
14,463 |
92,798 |
|
- |
|
362 Records found
|
|
Page 9 of 15 |
|
|
| |
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 |
| |
|
|
|
|
|
0.05 (3.01%) 
