| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Chief Financial Officer
1 company
Schaffer Ryan serves as a Chief Financial Officer at EXFY. Across recent SEC filings that breaks down to 0 buys and 39 sells. Those positions are worth an estimated $453K at current prices.
Historically, Schaffer Ryan's trades have earned a strong insider score of 74/100 across 38 rated trades. Over a 12-month horizon, 69.7% of those trades were profitable, with an average 12-month return of +20.5%.
The biggest single holding is EXFY (~$453K) as Chief Financial Officer. The recent filings there lean toward selling, a net 325,965 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 17, 2024 | EXFY Expensify, Inc. | Chief Financial Officer | Sale+OE | 3,787 | $2.28 | $8,623.16 | -1.2% | +66.7% | -14.9% | |
| Sep 3, 2024 | EXFY Expensify, Inc. | Chief Financial Officer | Sale+OE | 12,500 | $2.27 | $28,375.00 | -7.6% | +47.2% | -17.9% | |
| Aug 28, 2024 | EXFY Expensify, Inc. | Chief Financial Officer | Sell | 4,084 | $2.20 | $8,984.80 | -2.6% | +51.8% | -11.4% | |
| Jul 9, 2024 | EXFY Expensify, Inc. | Chief Financial Officer | Sale+OE | 75,000 | $2.00 | $150,000.00 | -34.1% | -8.0% | +19.0% | |
| Jun 17, 2024 | EXFY Expensify, Inc. | Chief Financial Officer | Sale+OE | 2,443 | $1.34 | $3,273.62 | -1.7% | +69.2% | +68.4% | |
| Jun 3, 2024 | EXFY Expensify, Inc. | Chief Financial Officer | Sell | 5,046 | $1.50 | $7,569.00 | -3.7% | +53.7% | +54.4% | |
| Mar 20, 2024 | EXFY Expensify, Inc. | Chief Financial Officer | Sale+OE | 3,103 | $1.93 | $5,975.15 | -1.3% | -33.3% | +71.9% | |
| Mar 11, 2024 | EXFY Expensify, Inc. | Chief Financial Officer | Sell | 4,498 | $2.14 | $9,625.72 | -3.7% | -34.5% | +51.4% | |
| Dec 29, 2023 | EXFY Expensify, Inc. | Chief Financial Officer | Sale+OE | 4,000 | $2.50 | $10,000.00 | -3.6% | -25.5% | +40.5% | |
| Dec 19, 2023 | EXFY Expensify, Inc. | Chief Financial Officer | Sale+OE | 2,715 | $2.32 | $6,309.61 | -1.3% | -21.1% | +55.6% |