06/26/2026 | Press release | Distributed by Public on 06/26/2026 16:19
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FORM 4
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934 or Section 30(h) of the Investment Company Act of 1940 |
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| Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. | |||
| Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB control number. | SEC 1474 (9-02) | ||
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1. Title of Derivative Security (Instr. 3) |
2. Conversion or Exercise Price of Derivative Security | 3. Transaction Date (Month/Day/Year) | 3A. Deemed Execution Date, if any (Month/Day/Year) |
4. Transaction Code (Instr. 8) |
5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4, and 5) |
6. Date Exercisable and Expiration Date (Month/Day/Year) |
7. Title and Amount of Underlying Securities (Instr. 3 and 4) |
8. Price of Derivative Security (Instr. 5) |
9. Number of Derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) |
10. Ownership Form of Derivative Security: Direct (D) or Indirect (I) (Instr. 4) |
11. Nature of Indirect Beneficial Ownership (Instr. 4) |
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| Code | V | (A) | (D) | Date Exercisable | Expiration Date | Title | Amount or Number of Shares | ||||||||
| Stock Option | $1.75 | 06/23/2026 | A | 63,694 | (1) | 06/23/2031 | Class A Common Stock | 63,694 | $ 0 | 63,694 | D | ||||
| Stock Option | $1.75 | 06/23/2026 | A | 2,031,280 | (2) | 06/23/2036 | Class A Common Stock | 2,031,280 | $ 0 | 2,031,280 | D | ||||
| Reporting Owner Name / Address | Relationships | |||
| Director | 10% Owner | Officer | Other | |
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Barrett David Michael C/O EXPENSIFY, INC. 88 KEARNY ST, STE 1600 SAN FRANCISCO, CA 94108 |
X | Chief Executive Officer | ||
| /s/ Ryan Schaffer, as attorney-in-fact | 06/26/2026 | |
| **Signature of Reporting Person | Date |
| * | If the form is filed by more than one reporting person, see Instruction 4(b)(v). |
| ** | Intentional misstatements or omissions of facts constitute Federal Criminal Violations. See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). |
| (1) | The stock option, aggregated with the stock option expiring 6/23/2036 reported herein, vests in 16 equal quarterly installments, deemed to have begun on April 12, 2025. This stock option is fully vested and currently exercisable. |
| (2) | The stock option, aggregated with the stock option expiring 6/23/2031 reported herein, vests in 16 equal quarterly installments, deemed to have begun on April 12, 2025. |
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Remarks: On June 25, 2026, the Reporting Person filed a Form 4 reporting a grant of 2,094,974 stock options with an expiration date of 06/23/2036. However, as reported in this amendment, 63,694 of the stock options have an expiration date of 06/23/2031 with the remaining 2,031,280 having the originally reported expiration date. |
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