# EDGAR Filing Document

**Accession Number:** 0001476840
**File Stem:** 0001193125-23-039313
**Filing Date:** 2023-2
**Character Count:** 7822
**Document Hash:** e0241d3b6abe39d8e0f65a974a67a0c4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-23-039313.hdr.sgml**: 20230214

**ACCESSION NUMBER**: 0001193125-23-039313

**CONFORMED SUBMISSION TYPE**: SC 13G/A

**PUBLIC DOCUMENT COUNT**: 1

**FILED AS OF DATE**: 20230214

**DATE AS OF CHANGE**: 20230214

**SUBJECT COMPANY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Expensify, Inc.
- **CENTRAL INDEX KEY:** 0001476840
- **STANDARD INDUSTRIAL CLASSIFICATION:** SERVICES-PREPACKAGED SOFTWARE [7372]
- **IRS NUMBER:** 270239450
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** SC 13G/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 005-93315
- **FILM NUMBER:** 23630958

**BUSINESS ADDRESS:**
- **STREET 1:** 401 SW 5TH AVENUE
- **CITY:** PORTLAND
- **STATE:** OR
- **ZIP:** 97204
- **BUSINESS PHONE:** (520) 271-0858

**MAIL ADDRESS:**
- **STREET 1:** 401 SW 5TH AVENUE
- **CITY:** PORTLAND
- **STATE:** OR
- **ZIP:** 97204
**FILED BY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** McLaughlin Steven J.
- **CENTRAL INDEX KEY:** 0001847224

**FILING VALUES:**
- **FORM TYPE:** SC 13G/A

**MAIL ADDRESS:**
- **STREET 1:** 277 PARK AVENUE 29TH FLOOR, SUITE B
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10172

------

------

**UNITED STATES** 

**SECURITIES AND EXCHANGE COMMISSION** 

**Washington, D.C. 20549** 

------

**SCHEDULE 13G** 

**Under the Securities Exchange Act of 1934** 

**(Amendment No. 1)** 

------

## Expensify, Inc.
**(Name of Issuer)** 

**Class A Common Stock, $0.0001 par value per share** 

**(Title of Class of Securities)** 

**30219Q106** 

**(CUSIP Number)** 

**December 31, 2023** 

**(Date of Event Which Requires Filing of this Statement)** 

------

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

☐ Rule 13d-l(b)

☒ Rule 13d-l(c)

☐ Rule 13d-l(d)

\* The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.

The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

------

**CUSIP No. 30219Q106**

1. &nbsp;&nbsp;&nbsp;&nbsp; Name of Reporting Person. &nbsp;&nbsp;&nbsp;&nbsp; **Steven J. McLaughlin**

2. &nbsp;&nbsp;&nbsp;&nbsp; Check the Appropriate Box
if a Member of a Group (See Instructions) &nbsp;&nbsp;&nbsp;&nbsp; (a) ☐ (b) ☐

3. &nbsp;&nbsp;&nbsp;&nbsp; SEC Use Only

4. &nbsp;&nbsp;&nbsp;&nbsp; Citizenship or Place of
Organization &nbsp;&nbsp;&nbsp;&nbsp; **Florida, United States**

---

| | | |
|:---|:---|:---|
| &nbsp;&nbsp;&nbsp; Number of<br> Shares<br> Beneficially by<br> Owned by<br> Each<br> Reporting<br> Person<br> With: | 5. | &nbsp;&nbsp;&nbsp;&nbsp;Sole Voting Power<br>&nbsp;&nbsp;&nbsp;&nbsp;**5,575,636** |
| &nbsp;&nbsp;&nbsp; Number of<br> Shares<br> Beneficially by<br> Owned by<br> Each<br> Reporting<br> Person<br> With: | 6. | &nbsp;&nbsp;&nbsp;&nbsp;Shared Voting Power<br>&nbsp;&nbsp;&nbsp;&nbsp;**0** |
| &nbsp;&nbsp;&nbsp; Number of<br> Shares<br> Beneficially by<br> Owned by<br> Each<br> Reporting<br> Person<br> With: | 7. | &nbsp;&nbsp;&nbsp;&nbsp;Sole Dispositive Power<br>&nbsp;&nbsp;&nbsp;&nbsp;**5,575,636** |
| &nbsp;&nbsp;&nbsp; Number of<br> Shares<br> Beneficially by<br> Owned by<br> Each<br> Reporting<br> Person<br> With: | 8. | &nbsp;&nbsp;&nbsp;&nbsp;Shared Dispositive Power<br>&nbsp;&nbsp;&nbsp;&nbsp;**0** |

---

9. &nbsp;&nbsp;&nbsp;&nbsp; Aggregate Amount Beneficially Owned by Each Reporting Person &nbsp;&nbsp;&nbsp;&nbsp; **5,575,636**

10. &nbsp;&nbsp;&nbsp;&nbsp; Check if the Aggregate
Amount in Row (9) Excludes Certain Shares (See Instructions)

11. &nbsp;&nbsp;&nbsp;&nbsp; Percent of Class
Represented by Amount in Row (9) &nbsp;&nbsp;&nbsp;&nbsp; **8.13 % <sup>(1)</sup>**

12. &nbsp;&nbsp;&nbsp;&nbsp; Type of Reporting Person
(See Instructions) &nbsp;&nbsp;&nbsp;&nbsp; IN

<sup>(1)</sup> Based on 68,598,512 shares of the Issuer's Class A Common Stock outstanding as of November 8, 2022, as reported on Issuer's Form 10-Q for the quarterly period ended September 30, 2022.

Page 2 of 5

------

**CUSIP No. 30219Q106**

**Item 1.**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(a) Name of Issuer:

**Expensify, Inc.** 

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(b) Address of Issuer's Principal Executive Offices:

**401 SW 5th Avenue** 

**Portland, OR 97204** 

**Item 2.**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(a) Name of Person Filing:

**Steven J. McLaughlin** 

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(b) Address of Principal Business Office or, if none, Residence:

**1521 Alton Road, #345** 

**Miami Beach, FL 33139** 

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(c) Citizenship:

**United States** 

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(d) Title of Class of Securities:

**Class A Common Stock, $0.0001 par value per share** 

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(e) CUSIP Number: **30219Q106**

**Item 3.** **If this statement is filed pursuant to §§240.13d-l(b) or 240.13d-2(b) or (c), check whether the person filing is a:** <br>

***Not applicable.***

**Item 4.** **Ownership.** <br>

Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(a) Amount beneficially owned: **5,575,636** 

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(b) Percent of class: **8.13% based on 68,598,512 shares of the Issuer's Class A Common Stock outstanding as of November 8, 2022, as reported on Issuer's Form 10-Q for the quarterly period ended September 30, 2022.** 

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(c) Number of shares as to which the person has:

---

| | |
|:---|:---|
| (i) Sole power to vote or to direct the vote | **5,575,636** |
| (ii) Shared power to vote or to direct the vote | **0** |
| (iii) Sole power to dispose or to direct the disposition of | **5,575,636** |
| (iv) Shared power to dispose or to direct the disposition of | **0** |

---

Page 3 of 5

------

**CUSIP No. 30219Q106**

**Item 5.** **Ownership of Five Percent or Less of a Class.** <br>

***Not applicable.***

**Item 6.** **Ownership of More than Five Percent on Behalf of Another Person.** <br>

***Not applicable.***

**Item 7.** **Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company or Control Person.** <br>

***Not applicable.***

**Item 8.** **Identification and Classification of Members of the Group.** <br>

***Not applicable.***

**Item 9.** **Notice of Dissolution of Group.** <br>

***Not applicable.***

**Item 10.** **Certifications.** <br>

**By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect.** 

Page 4 of 5

------

**CUSIP No. 30219Q106**

**SIGNATURE** 

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

---

| |
|:---|
|  February 14, 2023 |
|  Date |
| /S/ Steven J. McLaughlin |
|  Steven J. McLaughlin |

---

Page 5 of 5