David Michael Barrett sold $616k of EXFY
Chief Executive Officer at Expensify, Inc.. 161,124 shares at an average of $3.83, traded Dec 16, 2024, filed Dec 18, 2024.
Score components
- +25RoleCEO
- +20Trade size$616k at market
- +5Share of holdings soldSold 13% of holdings
- +15Cluster6 insiders selling within 14 days
- -15Exercise and sellShares came from an option exercise in the same filing
- -2010b5-1 planPre-scheduled under a 10b5-1 plan
What happened after comparable sells
Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.
This signal so far: 1m -5.8%, 3m -8.9%, 6m -38.2%.
Price around the trade, and since
From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™
Rows in this filing
Every transaction in Form 4 0001476840-24-000246, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Dec 15, 2024 | MOption exercise Class A Common Stock10b5-1 | +14,463 | - | - | 1,220,947 | Dec 18, 2024 |
| Dec 16, 2024 | SOpen-market sale Class A Common Stock10b5-1 | -13,272 | $3.84 | $51k | 1,207,675 | Dec 18, 2024 |
| Dec 16, 2024 | AGrant or award Class A Common Stock10b5-1 | +5,985 | $0.00 | $0 | 1,213,660 | Dec 18, 2024 |
| Dec 16, 2024 | SOpen-market sale Class A Common Stockindirect: See note10b5-1 | -68,380 | $3.84 | $263k | 2,309,939 | Dec 18, 2024 |
| Dec 17, 2024 | SOpen-market sale Class A Common Stock10b5-1 | -3,320 | $3.82 | $13k | 1,210,340 | Dec 18, 2024 |
| Dec 17, 2024 | SOpen-market sale Class A Common Stockindirect: See note10b5-1 | -70,000 | $3.81 | $267k | 2,239,939 | Dec 18, 2024 |
| Dec 18, 2024 | SOpen-market sale Class A Common Stockindirect: See note10b5-1 | -6,152 | $3.83 | $24k | 2,233,787 | Dec 18, 2024 |
| Dec 15, 2024 | MOption exercise Restricted Stock Unitsderivative10b5-1 | -14,463 | $0.00 | $0 | 274,799 | Dec 18, 2024 |
| Dec 15, 2024 | MOption exercise Restricted Stock Unitsderivative10b5-1 | -14,463 | $0.00 | $0 | 274,799 | Dec 18, 2024 |
| Dec 15, 2024 | MOption exercise LT50 Common Stockderivativeindirect: See note10b5-1 | +14,463 | $0.00 | $0 | 188,021 | Dec 18, 2024 |
Related signals
Other insiders at Expensify, Inc. and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 3Weak | Expensify, Inc. | Divo Carlos Eduardo Alvarez director | $14k 10,700 shares | -4% | |
| 15Weak | Expensify, Inc. | Divo Carlos Eduardo Alvarez director | $16k 20,380 shares | -6% | |
| 10Weak | Expensify, Inc. | David Michael Barrett Chief Executive Officer | $26k 30,000 shares | -2% | |
| 25Weak | Expensify, Inc. | David Michael Barrett Chief Executive Officer | $11k 12,806 shares | -5% | |
| 22Weak | Expensify, Inc. | Ryan Schaffer Chief Financial Officer | $4,801 6,033 shares | -2% | |
| 15Weak | Expensify, Inc. | Jason Fahr Mills director | $6,645 8,556 shares | -2% | |
| 15Weak | Expensify, Inc. | Daniel Vidal director | $5,948 7,668 shares | -2% | |
| 19Weak | Expensify, Inc. | David Michael Barrett Chief Executive Officer | $35k 30,000 shares | -2% | |
| 3Weak | Expensify, Inc. | Divo Carlos Eduardo Alvarez director | $11k 10,000 shares | -4% | |
| 18Weak | Expensify, Inc. | David Michael Barrett Chief Executive Officer | $32k 30,000 shares | -2% |
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.