BARRETT DAVID MICHAEL

PrivateCIK: 1892682
Location

PORTLAND, OR

BARRETT DAVID MICHAEL (Chief Executive Officer) sold 5.5% of their position (12.81K shares) of EXPENSIFY, INC. on the open market

Open‑market sale worth $10.5K — a moderate reduction. Review remaining holdings and any 10b5‑1 plan disclosures.

S · 2 sales
InsiderBARRETT DAVID MICHAELCIK 1892682
IssuerEXPENSIFY, INC.CIK 1476840
DirectorOfficer· Chief Executive Officer
Since Nov 2021
-5.89K
Net shares
Net seller
$10.5K
Total sold
2
Open market trades
0B · 2S
7
Total transactions
35.85K acquired · 41.73K disposed
Non-Derivative Transactions4

Class A Common Stock

Direct
A · Award

Shares

+6.92K

Price / share

Trade value

% of position

3.3%
3/13/2026
212.57K219.49K

Class A Common Stock

Direct
M · Option Exercise

Shares

+14.46K

Price / share

Trade value

% of position

6.6%
3/15/2026
219.49K233.95K

Class A Common Stock

Direct
S · Sale

Shares

2.69K

Price / share

$0.76

Trade value

$2.05K

% of position

1.2%
3/17/2026
233.95K231.26K

Class A Common Stock

Direct
S · Sale

Shares

10.11K

Price / share

$0.84

Trade value

$8.50K

% of position

4.4%
3/24/2026
231.26K221.14K
Total

Net shares

+8.58K

Net value

-$10.54K

Derivative Transactions3

Restricted Stock Units

Direct
M · Option Exercise
Converts to

Class A Common Stock

14.46K shares

Shares

14.46K

Strike price

Held after

202.48K

Exercisable

3/15/2026

Restricted Stock Units

Direct
M · Option Exercise
Converts to

LT50 Common Stock

14.46K shares

Shares

14.46K

Strike price

Held after

202.48K

Exercisable

3/15/2026

LT50 Common Stock

Indirect
M · Option Exercise
Converts to

Class A Common Stock

14.46K shares

Shares

+14.46K

Strike price

Held after

260.34K

Exercisable

3/15/2026
Non-Derivative Holdings (Post-Transaction)1

Class A Common Stock

Indirect
Shares owned1.23M
Total
1.23M indirect1.23M
Derivative Holdings (Post-Transaction)1

LT50 Common Stock

Indirect
Underlying security
Class A Common Stock

Underlying shares

3.58M

Shares owned

3.58M

Exercise price

Expiration

Exercise window

Total

Underlying

3.58M

Owned

3.58M

BARRETT DAVID MICHAEL — Insider Transaction (Form 4) Filed Jun 11, 2026 | Finecho