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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 19-Sep-24 8:39 AM View:  | Expensify, Inc. (EXFY) | 17-Sep-24 | Grant | 22,947 | $1.57 | $35,968.50 | 12% 186.33K to 209.28K | |
| 19-Sep-24 8:39 AM View: | Expensify, Inc. (EXFY) | 17-Sep-24 | Option Sale | 1,021 | $2.27 | $2,317.67 | (< 1%) 209.28K to 208.25K | |
| 19-Sep-24 8:39 AM View: | Expensify, Inc. (EXFY) | 17-Sep-24 | Sale | 1,499 | $2.27 | $3,402.73 | (< 1%) 208.25K to 206.76K | |
| 19-Sep-24 8:39 AM View: | Expensify, Inc. (EXFY) | 16-Sep-24 | Option Sale | 1,805 | $2.28 | $4,115.40 | (< 1%) 188.13K to 186.33K | |
| 19-Sep-24 8:39 AM View: | Expensify, Inc. (EXFY) | 15-Sep-24 | Option Exercise | 2,826 | -- | -- | 2% 185.31K to 188.13K | |
| 30-Aug-24 4:14 PM View: | Expensify, Inc. (EXFY) | 28-Aug-24 | Grant | 13,163 | -- | -- | 7% 176.11K to 189.27K | |
| 30-Aug-24 4:14 PM View: | Expensify, Inc. (EXFY) | 28-Aug-24 | Sale | 3,962 | $2.20 | $8,716.40 | (2%) 189.27K to 185.31K | |
| 19-Aug-24 4:12 PM View: | Expensify, Inc. (EXFY) | 06-Aug-24 | Disposition | 542 | -- | -- | (< 1%) 176.65K to 176.11K | |
| 06-Aug-24 8:34 PM View: | Expensify, Inc. (EXFY) | 01-Aug-24 | Sale (Planned) | 10,000 | $1.81 | $18,100.00 | (5%) 186.65K to 176.65K | |
| 06-Jun-24 8:06 AM View: | Expensify, Inc. (EXFY) | 03-Jun-24 | Grant | 15,617 | -- | -- | 11% 135.93K to 151.55K | |
| 06-Jun-24 8:06 AM View: | Expensify, Inc. (EXFY) | 03-Jun-24 | Sale | 4,895 | $1.50 | $7,342.50 | (3%) 151.55K to 146.66K | |
| 22-May-24 5:49 PM View: | Expensify, Inc. (EXFY) | 03-May-24 | Sale (Planned) | 15,000 | $1.62 | $24,300.00 | (10%) 150.93K to 135.93K | |
| 28-Mar-24 8:13 PM View: | Expensify, Inc. (EXFY) | 20-Mar-24 | Option Sale | 1,583 | $1.91 | $3,023.53 | (1%) 152.67K to 151.09K | |
| 28-Mar-24 8:13 PM View: | Expensify, Inc. (EXFY) | 20-Mar-24 | Sale | 153 | $1.91 | $292.23 | (< 1%) 151.09K to 150.93K | |
| 28-Mar-24 8:13 PM View: | Expensify, Inc. (EXFY) | 15-Mar-24 | Grant | 21,359 | $1.65 | $35,190.00 | 16% 129.73K to 151.09K | |
| 28-Mar-24 8:13 PM View: | Expensify, Inc. (EXFY) | 15-Mar-24 | Option Exercise | 2,825 | -- | -- | 2% 151.09K to 153.91K | |
| 19-Mar-24 7:40 PM View: | Expensify, Inc. (EXFY) | 15-Mar-24 | Sale (Planned) | 20,000 | $2.00 | $40,000.00 | (13%) 149.73K to 129.73K | |
| 28-Mar-24 8:13 PM View: | Expensify, Inc. (EXFY) | 15-Mar-24 | Option Sale | 1,242 | $2.00 | $2,484.00 | (< 1%) 153.91K to 152.67K | |
| 14-Mar-24 4:58 PM View: | Expensify, Inc. (EXFY) | 11-Mar-24 | Grant | 14,942 | -- | -- | 11% 139.99K to 154.93K | |
| 14-Mar-24 4:58 PM View: | Expensify, Inc. (EXFY) | 11-Mar-24 | Sale | 5,202 | $2.14 | $11,132.30 | (3%) 154.93K to 149.73K | |
| 22-Dec-23 9:03 AM View: | Expensify, Inc. (EXFY) | 19-Dec-23 | Option Sale | 1,639 | $2.31 | $3,786.09 | (1%) 141.63K to 139.99K | |
| 22-Dec-23 9:03 AM View: | Expensify, Inc. (EXFY) | 15-Dec-23 | Grant | 17,496 | $2.13 | $37,230.80 | 14% 122.08K to 139.57K | |
| 22-Dec-23 9:03 AM View: | Expensify, Inc. (EXFY) | 15-Dec-23 | Option Exercise | 2,825 | -- | -- | 2% 139.57K to 142.4K | |
| 22-Dec-23 9:03 AM View: | Expensify, Inc. (EXFY) | 15-Dec-23 | Option Sale | 770 | $2.44 | $1,878.80 | (< 1%) 142.4K to 141.63K | |
| 01-Dec-23 7:53 PM View: | Expensify, Inc. (EXFY) | 30-Nov-23 | Sale | 6,217 | $2.41 | $14,983.00 | (5%) 128.29K to 122.08K | |
| 01-Dec-23 7:53 PM View: | Expensify, Inc. (EXFY) | 29-Nov-23 | Grant | 21,253 | -- | -- | 20% 107.04K to 128.29K | |
| 10-Oct-23 8:57 PM View: | Expensify, Inc. (EXFY) | 15-Sep-23 | Grant | 10,154 | $3.26 | $33,135.40 | 11% 89.23K to 99.39K | |
| 10-Oct-23 8:57 PM View: | Expensify, Inc. (EXFY) | 15-Sep-23 | Payment of Exercise | 2,000 | $3.53 | $7,068.75 | (2%) 102.21K to 100.21K | |
| 10-Oct-23 8:57 PM View: | Expensify, Inc. (EXFY) | 15-Sep-23 | Option Exercise | 2,826 | -- | -- | 3% 99.39K to 102.21K | |
| 01-Dec-23 7:53 PM View: | Expensify, Inc. (EXFY) | 15-Sep-23 | Grant | 9,463 | -- | -- | 9% 100.21K to 109.67K | |
| 01-Dec-23 7:53 PM View: | Expensify, Inc. (EXFY) | 15-Sep-23 | Payment of Exercise | 2,636 | $4.11 | $10,834.00 | (2%) 109.67K to 107.04K | |
| 06-Sep-23 7:15 PM View: | Expensify, Inc. (EXFY) | 01-Sep-23 | Sale (Planned) | 5,000 | $4.39 | $21,950.00 | (5%) 94.23K to 89.23K | |
| 01-Aug-23 5:23 PM View: | Expensify, Inc. (EXFY) | 24-Jul-23 | Grant | 3,006 | -- | -- | 3% 91.23K to 94.23K | |
| 21-Jun-23 5:25 PM View: | Expensify, Inc. (EXFY) | 20-Jun-23 | Sale (Planned) | 8,000 | $7.59 | $60,720.00 | (8%) 99.23K to 91.23K | |
| 17-Mar-23 5:21 PM View: | Expensify, Inc. (EXFY) | 15-Mar-23 | Grant | 4,043 | $6.23 | $25,207.30 | 5% 87.79K to 91.83K | |
| 17-Mar-23 5:21 PM View: | Expensify, Inc. (EXFY) | 15-Mar-23 | Payment of Exercise | 1,837 | $7.52 | $13,818.50 | (2%) 94.66K to 92.82K | |
| 17-Mar-23 5:21 PM View: | Expensify, Inc. (EXFY) | 15-Mar-23 | Option Exercise | 2,825 | -- | -- | 3% 91.83K to 94.66K | |
| 16-Feb-23 5:38 PM View: | Expensify, Inc. (EXFY) | 15-Feb-23 | Sale (Planned) | 5,000 | $9.82 | $49,100.00 | (5%) 92.79K to 87.79K | |
| 21-Dec-22 5:37 PM View: | Expensify, Inc. (EXFY) | 20-Dec-22 | Sale (Planned) | 5,000 | $8.97 | $44,850.00 | (5%) 97.79K to 92.79K | |
| 19-Dec-22 7:35 PM View: | Expensify, Inc. (EXFY) | 15-Dec-22 | Grant | 7,024 | $8.86 | $62,252.50 | 8% 89.29K to 96.31K | |
| 19-Dec-22 7:35 PM View: | Expensify, Inc. (EXFY) | 15-Dec-22 | Payment of Exercise | 1,349 | $9.32 | $12,571.70 | (1%) 99.14K to 97.79K | |
| 19-Dec-22 7:35 PM View: | Expensify, Inc. (EXFY) | 15-Dec-22 | Option Exercise | 2,826 | -- | -- | 3% 96.31K to 99.14K | |
| 19-Sep-22 9:38 PM View: | Expensify, Inc. (EXFY) | 15-Sep-22 | Grant | 1,676 | $15.26 | $25,567.70 | 2% 84.0K to 85.67K | |
| 19-Sep-22 9:38 PM View: | Expensify, Inc. (EXFY) | 15-Sep-22 | Payment of Exercise | 7,681 | $16.25 | $124,830.00 | (8%) 96.97K to 89.29K | |
| 19-Sep-22 9:38 PM View: | Expensify, Inc. (EXFY) | 15-Sep-22 | Option Exercise | 11,301 | -- | -- | 13% 85.67K to 96.97K | |
| 10-Aug-22 6:02 PM View: | Expensify, Inc. (EXFY) | 08-Aug-22 | Option Exercise | 13,500 | $0.97 | $13,095.00 | 19% 70.5K to 84.0K | |
| 27-Jun-22 5:19 PM View: | Expensify, Inc. (EXFY) | 14-Jun-22 | Grant | 1,375 | $16.58 | $22,802.80 | 2% 69.15K to 70.53K | |
| 27-Jun-22 5:19 PM View: | Expensify, Inc. (EXFY) | 14-Jun-22 | Payment of Exercise | 30 | $17.60 | $528.00 | (< 1%) 70.53K to 70.5K |