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Expensify, Inc. — Director's Dealing 2022
Nov 17, 2022
33772_dirs_2022-11-16_aad7672d-dc9f-483d-ace6-1dab7a8ce0dd.zip
Director's Dealing
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SEC Form 4 — Statement of Changes in Beneficial Ownership
Issuer: Expensify, Inc. ([EXFY])
CIK: 0001476840
Period of Report: 2022-11-14
Reporting Person: Mills Jason Fahr (Director)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2022-11-14 | Class A Common Stock | J | 6165 | — | Disposed | 73006 | Direct |
Derivative Transactions
| Date | Security | Exercise Price | Code | Shares | A/D | Expiration | Underlying | Ownership |
|---|---|---|---|---|---|---|---|---|
| 2022-11-14 | LT10 Common Stock | $ | J | 6165 | Acquired | Class A Common Stock (6165.0) | Indirect |
Footnotes
F1: The Reporting Person exchanged 6,165 shares of Class A Common Stock for 6,165 shares of LT10 Common Stock in an Exchange, as defined in and pursuant to the Issuer's Amended and Restated Certificate of Incorporation.
F2: The LT10 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 10 months. The LT10 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.
F3: Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust.