Activist 13D/13G Filings - Expensify Inc. (EXFY)

Real time Form 13D and 13G transaction reports:

  • Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
  • Due to inconsistent filing format, it is highly recommended that you read the orignal filing form.
  • Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Time period
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Reported
DateTime
TypeCompany
Symbol
Filed By
Symbol
Shares Owned
% Owned
Shares Vs. Prev ReportFiling
2024-11-20
5:30 pm
Purchase
13GExpensify Inc.
EXFY
Barrett David Michael5,674,454
7.100%
580,789increase
(+11.40%)
View
2024-07-08
4:32 pm
Sale
13GExpensify Inc.
EXFY
BlackRock Inc.
BLK
1,110,882
1.500%
-3,114,261decrease
(-73.71%)
View
2024-02-14
4:58 pm
Purchase
13GExpensify Inc.
EXFY
CITADEL ADVISORS LLC2,794,376
4.000%
82,713increase
(+3.05%)
View
2024-02-14
4:26 pm
Sale
13GExpensify Inc.
EXFY
Barrett David Michael5,093,665
7.100%
-1,383,126decrease
(-21.36%)
View
2024-02-14
11:39 am
Sale
13GExpensify Inc.
EXFY
OpenView Management LLC0
0.000%
-10,044,250decrease
(Position Closed)
View
2024-02-13
5:04 pm
Sale
13GExpensify Inc.
EXFY
VANGUARD GROUP INC2,870,028
4.150%
-1,111,408decrease
(-27.91%)
View
2024-01-29
5:25 pm
Purchase
13GExpensify Inc.
EXFY
BlackRock Inc.
BLK
4,225,143
6.100%
4,225,143increase
(New Position)
View
2023-11-13
4:01 pm
Purchase
13GExpensify Inc.
EXFY
McLaughlin Steven J.9,892,832
14.300%
4,317,196increase
(+77.43%)
View
2023-08-28
8:47 pm
Sale
13GExpensify Inc.
EXFY
Martirano David1,186,466
1.730%
-5,958,374decrease
(-83.39%)
View
2023-08-11
4:01 pm
Purchase
13GExpensify Inc.
EXFY
CITADEL ADVISORS LLC2,711,663
4.000%
2,711,663increase
(New Position)
View
2023-02-14
6:51 pm
Sale
13GExpensify Inc.
EXFY
Barrett David Michael6,476,791
9.400%
-41,759decrease
(-0.64%)
View
2023-02-14
4:53 pm
Purchase
13GExpensify Inc.
EXFY
McLaughlin Steven J.5,575,636
8.130%
2,034,095increase
(+57.44%)
View
2023-02-13
7:43 pm
Purchase
13GExpensify Inc.
EXFY
Expensify Inc.
EXFY
6,476,791
9.400%
6,476,791increase
(New Position)
View
2023-02-09
11:19 am
Purchase
13GExpensify Inc.
EXFY
VANGUARD GROUP INC3,981,436
5.800%
3,981,436increase
(New Position)
View
2023-01-26
6:23 pm
Sale
13GExpensify Inc.
EXFY
Octopus Head Inc6,456,400
9.400%
-60,240decrease
(-0.92%)
View
2022-12-07
5:20 pm
Purchase
13GExpensify Inc.
EXFY
McLaughlin Steven J.3,541,541
5.190%
3,541,541increase
(New Position)
View
2022-07-26
5:52 pm
Sale
13GExpensify Inc.
EXFY
Hillsven LLC2,109,017
3.100%
-6,937,133decrease
(-76.69%)
View
2022-05-03
3:30 pm
Purchase
13GExpensify Inc.
EXFY
Martirano David7,144,840
10.500%
7,144,840increase
(New Position)
View
2022-04-13
6:36 pm
Unchanged
13GExpensify Inc.
EXFY
Hillsven LLC9,046,150
13.400%
0
(Unchanged)
View
2022-04-12
6:20 pm
Purchase
13GExpensify Inc.
EXFY
Hillsven LLC9,046,150
13.400%
9,046,150increase
(New Position)
View
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