| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 30, 2023 | EXFY Expensify, Inc. | Chief Financial Officer | Sale+OE | 9,212 | $2.39 | $22,040.92 | -4.4% | -12.0% | +39.9% | |
| Oct 31, 2023 | EXFY Expensify, Inc. | Chief Financial Officer | Sale+OE | 4,000 | $2.67 | $10,680.00 | -4.5% | -34.5% | -26.6% | |
| Sep 29, 2023 | EXFY Expensify, Inc. | Chief Financial Officer | Sale+OE | 4,000 | $3.28 | $13,120.00 | -4.5% | -22.2% | -38.5% | |
| Aug 31, 2023 | EXFY Expensify, Inc. | Chief Financial Officer | Sale+OE | 3,900 | $4.39 | $17,121.00 | -4.6% | -43.6% | -45.9% | |
| Aug 1, 2023 | EXFY Expensify, Inc. | Chief Financial Officer | Sale+OE | 100 | $8.00 | $800.00 | -0.1% | -59.3% | -71.1% | |
| Jul 13, 2023 | EXFY Expensify, Inc. | Chief Financial Officer | Sale+OE | 7,350 | $8.00 | $58,800.00 | -8.5% | -60.7% | -72.6% | |
| Jul 3, 2023 | EXFY Expensify, Inc. | Chief Financial Officer | Sale+OE | 400 | $8.00 | $3,200.00 | -0.5% | -59.0% | -81.1% | |
| Jun 21, 2023 | EXFY Expensify, Inc. | Chief Financial Officer | Sale+OE | 7,750 | $8.04 | $62,310.00 | -9.0% | -58.9% | -83.2% | |
| Aug 24, 2022 | EXFY Expensify, Inc. | Chief Financial Officer | Sale+OE | 4,699 | $20.00 | $93,980.00 | -7.2% | -54.6% | -77.3% | |
| Jul 29, 2022 | EXFY Expensify, Inc. | Chief Financial Officer | Sale+OE | 4,699 | $20.01 | $94,026.99 | -7.2% | -35.3% | -61.0% |