Steven J. McLaughlin Revocable Trust is 10% Owner at Expensify, Inc. (EXFY). They have made 6 open-market trades across 1 company since 2023, most recently 2024-07-08.
CIK 0001989196
6 open-market purchases totalling $6.4M since 2023, never a sale. Across 6 scored buys the stock is down 9.1% at ninety days, and 13.5 points behind the S&P over the same stretch.
6 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| EXFY | 9,939,949 | $24.0M |
Shares reported on the most recent Form 4, priced at the 2024-07-10 close.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 33% | 50% | 50% |
| Avg Move | +1.3% | -5.1% | -9.1% |
| Alpha | +0.9% | -6.6% | -13.5% |
| Scored | 6 | 6 | 6 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| EXFY | BUY | 2024-07-08 | 2024-07-10 | $1.45 | $357K | -0.5% | +6.6% | -7.6% |
| EXFY | BUY | 2024-04-29 | 2024-05-01 | $1.56 | $1.5M | +3.6% | -10.1% | +10.1% |
| EXFY | BUY | 2024-04-25 | 2024-04-29 | $1.59 | $28K | +11.3% | +3.1% | +18.8% |
| EXFY | BUY | 2024-04-17 | 2024-04-19 | $1.51 | $216K | -3.6% | +7.1% | +16.1% |
| EXFY | BUY | 2023-08-14 | 2023-08-16 | $4.50 | $835K | -2.2% | -24.1% | -51.1% |
| EXFY | BUY | 2023-08-04 | 2023-08-08 | $5.97 | $3.4M | -0.6% | -13.5% | -41.1% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.