Svb Wealth LLC Expensify, Inc. Transaction History

Svb Wealth LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$1.28 - $1.8 $51,200 - $72,000	40,000 New	40,000 $59,000
Q4 2023 Jan 30, 2024	BUY	$1.83 - $3.37 $2.4 Million - $4.41 Million	1,309,037 Added 63.86%	3,359,037 $8.3 Million
Q3 2023 Oct 23, 2023	SELL	$3.15 - $8.16 $1.42 Million - $3.67 Million	-450,000 Reduced 18.0%	2,050,000 $6.66 Million
Q2 2023 Jul 24, 2023	SELL	$5.73 - $8.45 $4.93 Million - $7.27 Million	-860,230 Reduced 25.6%	2,500,000 $20 Million
Q4 2022 Feb 10, 2023	BUY	$8.33 - $15.88 $28 Million - $53.4 Million	3,360,230 New	3,360,230 $29.7 Million
Q2 2022 Aug 16, 2022	BUY	$14.18 - $21.24 $43.4 Million - $65 Million	3,061,230 New	3,061,230 $54.5 Million

26.5M

45.7K

29.5K

Ticker EXFY
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 68,252,496
Market Cap $240M
Description
Expensify, Inc. provides a cloud-based expense management software platform to individuals, small businesses, and corporations in the United States and internationally. The company's platform enables users to manage corporate cards, pay bills, generate invoices, collect payments, and book travel. It also offers track and submit plans for individ...

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