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sellModerate cluster of 510b5-1 plan

David Michael Barrett sold $642k of EXFY

Chief Executive Officer at Expensify, Inc.. 278,000 shares at an average of $2.31, traded Dec 11, 2023, filed Dec 13, 2023.

Warning score
45
Value
$642k
278,000 shares
Holdings after
2,203,800
-11% from before
From 52-week low
+25%
low $1.83, close $2.29
From 52-week high
-80%
high $11.45, as of Dec 11, 2023

Score components

  • Role
    CEO
    +25
  • Trade size
    $642k at market
    +20
  • Share of holdings sold
    Sold 11% of holdings
    +5
  • Cluster
    5 insiders selling within 14 days
    +15
  • 10b5-1 plan
    Pre-scheduled under a 10b5-1 plan
    -20

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 -19.6%, 3m -12.7%, 6m -40.4%.

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.

EXFYOct 9, 2026 · close 2.40
Since filing Dec 13, 2023: -2.0%SPY +71.5% · excess -73.5%

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 0001476840-23-000209, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Dec 11, 2023SOpen-market sale
Class A Common Stockindirect: See note10b5-1
-83,000$2.34$194k2,398,800Dec 13, 2023
Dec 12, 2023SOpen-market sale
Class A Common Stockindirect: See note10b5-1
-85,000$2.27$193k2,313,800Dec 13, 2023
Dec 13, 2023SOpen-market sale
Class A Common Stockindirect: See note10b5-1
-80,000$2.31$185k2,233,800Dec 13, 2023
Dec 13, 2023SOpen-market sale
Class A Common Stockindirect: See note10b5-1
-30,000$2.33$70k2,203,800Dec 13, 2023

Related signals

Other insiders at Expensify, Inc. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
3Weak
EXFYsell 210b5-1
Expensify, Inc.
Divo Carlos Eduardo Alvarez
director
$14k
10,700 shares
-4%
15Weak
EXFYsell 5
Expensify, Inc.
Divo Carlos Eduardo Alvarez
director
$16k
20,380 shares
-6%
10Weak
EXFYsell10b5-1
Expensify, Inc.
David Michael Barrett
Chief Executive Officer
$26k
30,000 shares
-2%
25Weak
EXFYsell 5
Expensify, Inc.
David Michael Barrett
Chief Executive Officer
$11k
12,806 shares
-5%
22Weak
EXFYsell 5
Expensify, Inc.
Ryan Schaffer
Chief Financial Officer
$4,801
6,033 shares
-2%
15Weak
EXFYsell 5
Expensify, Inc.
Jason Fahr Mills
director
$6,645
8,556 shares
-2%
15Weak
EXFYsell 5
Expensify, Inc.
Daniel Vidal
director
$5,948
7,668 shares
-2%
19Weak
EXFYsell 210b5-1
Expensify, Inc.
David Michael Barrett
Chief Executive Officer
$35k
30,000 shares
-2%
3Weak
EXFYsell 210b5-1
Expensify, Inc.
Divo Carlos Eduardo Alvarez
director
$11k
10,000 shares
-4%
18Weak
EXFYsell 210b5-1
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.

David Michael Barrett sold $642k of EXFY | InsiderTell