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sellWeak cluster of 5

David Michael Barrett sold $29k of EXFY

Chief Executive Officer at Expensify, Inc.. 12,615 shares at an average of $2.33, traded Dec 15, 2023, filed Dec 22, 2023.

Warning score
35
Value
$29k
12,615 shares
Holdings after
115,925
-11% from before
From 52-week low
+27%
low $1.83, close $2.33
From 52-week high
-80%
high $11.45, as of Dec 15, 2023

Score components

  • Role
    CEO
    +25
  • Trade size
    $29k at market
    +5
  • Share of holdings sold
    Sold 11% of holdings
    +5
  • Cluster
    5 insiders selling within 14 days
    +15
  • Exercise and sell
    Shares came from an option exercise in the same filing
    -15

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 -23.0%, 3m -24.7%, 6m -40.7%.

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 13, 2026 · close 2.44
Since filing Dec 22, 2023: +0.4%SPY +69.6% · excess -69.2%

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 0001476840-23-000219, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Dec 15, 2023AGrant or award
Class A Common Stock
+6$2.51$15109,749Dec 22, 2023
Dec 15, 2023AGrant or award
Class A Common Stock
+4,328$0.00$0114,077Dec 22, 2023
Dec 15, 2023SOpen-market sale
Class A Common Stock
-1,637$2.44$3,994112,440Dec 22, 2023
Dec 15, 2023MOption exercise
Class A Common Stock
+14,463--126,903Dec 22, 2023
Dec 19, 2023SOpen-market sale
Class A Common Stock
-10,978$2.31$25k115,925Dec 22, 2023
Dec 15, 2023MOption exercise
Restricted Stock Unitsderivative
-14,463$0.00$0332,652Dec 22, 2023
Dec 15, 2023MOption exercise
Restricted Stock Unitsderivative
-14,463$0.00$0332,652Dec 22, 2023
Dec 15, 2023MOption exercise
LT50 Common Stockderivativeindirect: See note
+14,463$0.00$0130,168Dec 22, 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 $29k of EXFY | InsiderTell