| |
| |
|
| Insider
Information: |
Barrett David Michael |
| Relationship: |
Chief Executive Office... |
| City: |
Portland |
| State: |
OR |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
133,668 |
|
|
Indirect Shares
|
906,249 |
|
|
| Direct
Value |
$224,562 |
|
|
|
Indirect Value
|
$1,522,498 |
|
|
| Total
Shares |
1,039,917 |
|
|
| Total
Value |
$1,747,061 |
|
|
|
|
|
|
|
|
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... |
2024-05-10 |
133,668 |
2024-05-10 |
906,249 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
101 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 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 |
• • – |
2022-06-14 |
4 |
A |
$0.00 |
$186,098 |
D/D |
11,218 |
11,218 |
0 |
- |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2022-09-15 |
4 |
A |
$0.00 |
$194,238 |
D/D |
12,774 |
23,992 |
0 |
- |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2022-09-15 |
4 |
A |
$0.00 |
$0 |
I/I |
2,691 |
3,591,331 |
0 |
- |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2022-12-15 |
4 |
A |
$0.00 |
$194,242 |
D/D |
22,646 |
44,141 |
0 |
- |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2022-12-15 |
4 |
A |
$0.00 |
$0 |
I/I |
672 |
3,502,003 |
0 |
- |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-03-15 |
4 |
A |
$0.00 |
$0 |
I/I |
673 |
3,412,676 |
0 |
- |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-03-15 |
4 |
A |
$0.00 |
$185,888 |
D/D |
28,496 |
73,374 |
0 |
- |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-06-14 |
4 |
A |
$0.00 |
$7 |
D/D |
3,693 |
79,681 |
0 |
- |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-06-15 |
4 |
A |
$0.00 |
$0 |
I/I |
672 |
3,123,348 |
0 |
- |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-07-24 |
4 |
A |
$0.00 |
$0 |
D/D |
2,405 |
84,659 |
0 |
- |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-09-15 |
4 |
A |
$0.00 |
$0 |
D/D |
8,596 |
100,962 |
0 |
- |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-09-15 |
4 |
A |
$0.00 |
$8 |
D/D |
3,932 |
88,591 |
0 |
- |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-10-05 |
4 |
A |
$0.00 |
$0 |
I/I |
673 |
2,684,021 |
0 |
- |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-11-29 |
4 |
A |
$0.00 |
$0 |
D/D |
19,306 |
117,134 |
0 |
- |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-12-15 |
4 |
A |
$0.00 |
$15 |
D/D |
4,334 |
114,077 |
0 |
- |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2024-03-11 |
4 |
A |
$0.00 |
$0 |
D/D |
19,097 |
135,022 |
0 |
- |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2024-03-15 |
4 |
A |
$0.00 |
$0 |
D/D |
5,058 |
132,769 |
0 |
- |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2022-10-12 |
4 |
AS |
$13.86 |
$415,800 |
I/I |
(30,000) |
3,561,331 |
0 |
% |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2022-11-10 |
4 |
AS |
$12.33 |
$369,900 |
I/I |
(30,000) |
3,531,331 |
0 |
% |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2022-12-14 |
4 |
AS |
$9.56 |
$286,800 |
I/I |
(30,000) |
3,501,331 |
0 |
% |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-01-11 |
4 |
AS |
$9.08 |
$272,400 |
I/I |
(30,000) |
3,472,003 |
0 |
% |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-02-08 |
4 |
AS |
$9.80 |
$294,000 |
I/I |
(30,000) |
3,442,003 |
0 |
% |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-04-12 |
4 |
AS |
$8.17 |
$245,100 |
I/I |
(30,000) |
3,382,676 |
0 |
% |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-05-10 |
4 |
AS |
$5.99 |
$179,700 |
I/I |
(30,000) |
3,352,676 |
0 |
% |
|
| EXFY |
Expensify, Inc. |
Chief Executive Officer |
• • – |
2023-06-14 |
4 |
AS |
$6.99 |
$209,700 |
I/I |
(30,000) |
3,122,676 |
0 |
% |
|
101 Records found
|
|
Page 1 of 5 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
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 |
| |
|
|
|
|
|
