| |
| |
|
| Insider
Information: |
Barrett David Michael |
| Relationship: |
Chief Executive Office... |
| City: |
Portland |
| State: |
OR |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
133,668 |
|
|
Indirect Shares
|
629,973 |
|
|
| Direct
Value |
$195,155 |
|
|
|
Indirect Value
|
$919,761 |
|
|
| Total
Shares |
763,641 |
|
|
| Total
Value |
$1,114,916 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
|
|
| Stock
price went down : |
|
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Expensify, Inc. |
EXFY |
Chief Executive Office... |
2024-06-10 |
133,668 |
2024-06-10 |
629,973 |
Premium* |
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Records found :
121 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 5 of 5
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-09-15 |
4 |
D |
$3.46 |
$37,031 |
D/D |
(10,688) |
92,366 |
0 |
- |
|
| EXFY |
Expensify, Inc. |
Chief Executive OfficerOfficer |
• • – |
2021-11-09 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
3,588,640 |
|
- |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2022-09-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
57,853 |
81,845 |
0 |
- |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2022-12-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
14,463 |
58,604 |
0 |
- |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
14,463 |
86,532 |
0 |
- |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-06-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
14,463 |
92,798 |
0 |
- |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-09-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
14,463 |
102,911 |
0 |
- |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-12-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
14,463 |
126,903 |
0 |
- |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2024-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
14,463 |
145,295 |
0 |
- |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-06-01 |
4 |
S |
$6.55 |
$1,310,000 |
I/I |
(200,000) |
3,152,676 |
0 |
% |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-09-08 |
4 |
S |
$3.96 |
$1,042,799 |
I/I |
(263,333) |
2,800,015 |
0 |
% |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-09-11 |
4 |
S |
$3.88 |
$258,668 |
I/I |
(66,667) |
2,733,348 |
0 |
% |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-09-12 |
4 |
S |
$4.09 |
$81,800 |
I/I |
(20,000) |
2,713,348 |
0 |
% |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-11-30 |
4 |
S |
$2.41 |
$17,812 |
D/D |
(7,391) |
109,743 |
0 |
% |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-12-07 |
4 |
S |
$2.49 |
$144,970 |
I/I |
(58,221) |
2,565,800 |
0 |
% |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-12-08 |
4 |
S |
$2.44 |
$204,960 |
I/I |
(84,000) |
2,481,800 |
0 |
% |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-12-14 |
4 |
S |
$2.44 |
$204,960 |
I/I |
(84,000) |
2,119,800 |
0 |
% |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-12-15 |
4 |
S |
$2.49 |
$179,205 |
I/I |
(71,970) |
2,047,830 |
0 |
% |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-12-15 |
4 |
S |
$2.44 |
$3,994 |
D/D |
(1,637) |
112,440 |
0 |
% |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-12-19 |
4 |
S |
$2.31 |
$25,359 |
D/D |
(10,978) |
115,925 |
0 |
% |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2024-03-11 |
4 |
S |
$2.14 |
$15,646 |
D/D |
(7,311) |
127,711 |
0 |
% |
|
121 Records found
|
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Page 5 of 5 |
| |
Free Registration Required For Full Results. Limit: 25
|
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| |
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 |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
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