Welcome to our dedicated page for Expensify SEC filings (Ticker: EXFY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Tracking how Expensify turns scanned receipts into SaaS revenue can be tricky when the data is buried in a 200-page filing. Investors often open the Expensify quarterly earnings report 10-Q filing to spot paid-member growth or scan a Expensify 8-K material events explained alert for new card partnerships. If you are wondering where insider buying shows up, you are really looking for Expensify insider trading Form 4 transactions filed on EDGAR mere minutes after each trade.
Stock Titan centralizes every document and layers on AI so you spend minutes, not hours, understanding Expensify SEC documents with AI. Our platform pushes Expensify Form 4 insider transactions real-time, auto-summarizes risk factors inside an Expensify annual report 10-K simplified, and highlights line-item shifts between quarters. Need governance details? Click once to open the Expensify proxy statement executive compensation and see how stock-option grants align with revenue retention. Each report includes:
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Whether you’re evaluating churn assumptions or monitoring an Expensify executive stock transactions Form 4, our real-time feed and expert commentary make Expensify SEC filings explained simply. Save custom watchlists, export tables, and receive instant email or Slack alerts the moment a new document posts. Because every Form 10-K, 10-Q, 8-K, S-1, or 4 tells a part of the Expensify story, we surface the metrics that matter—so you can decide faster and act with confidence.
Expensify, Inc. (EXFY) – Form 4 filing dated 07/02/2025
Chief Executive Officer and Chairman David Michael Barrett reported the sale of 30,000 Class A common shares on 07/01/2025 under a Rule 10b5-1 trading plan adopted 03/31/2025. The weighted-average sale price was $2.56, with individual trades executed between $2.47 and $2.63. Aggregate consideration was roughly $77,000.
Following the transaction, Barrett’s beneficial ownership remains substantial at 1,528,480 shares held indirectly through Barrett Trust LLC plus 210,676 shares held directly. The disposed shares represent ≈2.0 % of his indirect holdings, suggesting the sale is modest relative to his overall stake.
The filing is limited to this single planned disposition; no derivative security activity, option exercises, or additional purchases were reported. Because the sale was effected pursuant to a pre-established 10b5-1 plan, it may mitigate concerns over opportunistic timing, yet it still constitutes an insider reduction in exposure.
Director Jason Fahr Mills of Expensify (EXFY) reported multiple transactions on Form 4:
- On June 13, 2025: Acquired 36,486 shares at $2.29 through Stock Purchase and Matching Plan (SPMP), plus received 17,083 matched shares at $0
- On June 15, 2025: Converted 3,821 RSUs to Class A Common Stock
- On June 17, 2025: Disposed of 4,068 shares at average price of $2.28 for tax obligations
Post-transactions, Mills holds 364,184 direct shares of Class A Common Stock. Additionally maintains significant indirect ownership through LT50 Common Stock holdings (534,925 shares) via LILIJK LLC and the Expensify Voting Trust. RSUs continue vesting quarterly with 64,961 units remaining. Notable feature: LT50 shares convert to Class A after 50-month notice period.
Expensify, Inc. (EXFY) – Form 4 insider activity filed 18-Jun-2025
Director Daniel Vidal reported a series of transactions between 13-Jun-2025 and 17-Jun-2025 that, in aggregate, increased his direct Class A share ownership from 261,714 to 295,817 shares (+34,103 shares). Key details:
- Open-market purchase: 22,316 Class A shares acquired on 13-Jun at $2.29 per share under the 2021 Stock Purchase & Matching Plan (SPMP).
- Matched award: 12,315 Class A shares granted on the same date at no cost under the SPMP.
- RSU settlement: 2,826 Class A shares delivered on 15-Jun following quarterly vesting of existing RSUs.
- Tax-related sale: 3,354 Class A shares sold on 17-Jun at a weighted-average $2.28 to cover withholding taxes for employees.
Derivative positions were adjusted to reflect the RSU conversion. Vidal now reports 48,030 unvested Class A RSUs, 48,030 LT50 RSUs, and 155,020 LT50 common shares (held indirectly through the Expensify Voting Trust). LT50 stock is convertible to Class A on a 1-for-1 basis after specific notice periods or when LT10/LT50 shares fall below 2 % of total common shares.
Implications for investors: The sizable net purchase—largely funded with personal capital—signals incremental insider confidence at a low share price. The only sale was purely tax-related and small relative to the overall purchase volume.
Expensify (EXFY) – Form 4 insider activity
CFO & Director Ryan Schaffer reported several equity transactions executed 13-17 June 2025.
- Open-market purchase: 8,428 Class A shares bought at $2.29 through the 2021 Stock Purchase & Matching Plan (SPMP).
- Matched grant: 5,382 additional shares received at $0 cost under the SPMP.
- RSU conversion: 3,923 vested RSUs settled into Class A shares.
- Tax-related sale: 1,883 shares sold at a weighted-average $2.28; proceeds used solely to cover withholding taxes.
Net effect: Schaffer’s direct Class A holding rose by 7,422 shares to 171,998 (+4.5%). He also retains 66,682 vested RSUs and 58,838 LT50 shares (indirect via Voting Trust) that are convertible 1-for-1 into Class A stock.
The discretionary purchases at market price—combined with the absence of material dispositions—suggest modest insider confidence. The filing contains no operational or earnings data; its relevance is limited to ownership changes.
David Michael Barrett, CEO and Director of Expensify (EXFY), reported multiple securities transactions on June 13-17, 2025:
- Acquired 6,304 Class A Common Stock shares under the 2021 Stock Purchase and Matching Plan at $0
- Received 14,463 shares from RSU conversion on June 15
- Sold 2,247 shares at average price of $2.28 for tax obligations
Post-transactions, Barrett holds 210,676 shares directly and 1,558,480 shares indirectly through Barrett Trust LLC. Additionally, he holds significant derivative positions including RSUs and LT50 Common Stock, with the latter convertible to Class A shares after a 50-month notice period. Barrett maintains investment control over shares in the Expensify Voting Trust, with RSUs vesting quarterly at 1/32nd after initial 12.5% vest.
Anuradha Muralidharan, Chief Operating Officer and Director of Expensify (EXFY), reported multiple securities transactions on June 13-17, 2025:
- Acquired 11,605 Class A shares at $2.29 through the Stock Purchase and Matching Plan (SPMP)
- Received 1,322 matched shares at $0 through SPMP
- Converted 3,169 RSUs to Class A common stock on June 15
- Sold 521 shares at average price of $2.28 for tax coverage
Following these transactions, Muralidharan holds 84,039 Class A shares directly. Additionally, maintains 53,863 RSUs that vest quarterly and 137,377 LT50 Common Stock held indirectly through the Expensify Voting Trust. The LT50 shares are convertible to Class A shares after a 50-month notice period.
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