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.
The Expensify, Inc. (Nasdaq: EXFY) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a public software and financial management platform, Expensify uses these filings to report financial results, describe material agreements, and update investors on key corporate developments.
Expensify’s recent Form 8-K filings include earnings announcements for quarters ended June 30 and September 30, where the company furnishes press releases summarizing revenue, free cash flow, net income or loss, and non-GAAP metrics such as adjusted EBITDA and non-GAAP net income. These 8-Ks also reference investor presentations made available on the company’s investor relations site, which provide additional context on business performance and strategy.
Other 8-K filings describe material definitive agreements and financing arrangements. For example, the company has reported the termination of a loan and security agreement with a bank lender, noting that there were no borrowings outstanding at termination and that related liens were released, as well as the entry into a letter of credit facility and security agreement that grants a security interest in substantially all assets of the company and its subsidiaries and governs irrevocable standby letters of credit.
Through Stock Titan, users can follow Expensify’s 8-Ks alongside its periodic reports such as 10-Q and 10-K when available, and use AI-powered summaries to interpret complex sections. These tools can help clarify definitions of non-GAAP measures like free cash flow, explain covenant and collateral language in credit agreements, and surface items related to liquidity, capital resources, and risk factors. Investors interested in EXFY can use this page to monitor new filings, review historical disclosures, and better understand how Expensify communicates its financial condition and obligations.
Expensify, Inc.’s Chief Executive Officer and director David Michael Barrett reported a Rule 10b5‑1 plan sale of Class A common stock linked to Barrett Trust LLC. On February 2, 2026, Barrett Trust LLC sold 30,000 shares at a weighted average price of $1.45 per share, with individual trades between $1.43 and $1.47.
Following this transaction, 1,318,480 Class A shares were held indirectly through Barrett Trust LLC, and 212,567 Class A shares were held directly by Barrett.
Expensify, Inc. director Carlos Eduardo Alvarez Divo reported several transactions in the company’s equity. On December 30 and 31, 2025, he sold 2,468 and 6,504 shares of Class A common stock at weighted average prices of $1.52 and $1.50, respectively. The footnotes state these sales represent his pro rata portion of shares sold by the issuer’s broker to cover taxes upon the vesting of restricted stock units for certain employees, rather than discretionary open-market sales.
On December 31, 2025 and January 4–5, 2026, he exchanged 20,441, 7,839, and 5,312 shares of Class A common stock for an equal number of LT10 Common Stock in transactions coded “J.” The LT10 shares are convertible into Class A on a one‑to‑one basis after certain notice requirements and will automatically convert if LT10 and LT50 together fall below 2% of total common stock. These LT10 shares were deposited into the Expensify Voting Trust, where he retains investment control and dispositive power. After these moves, he directly holds 285,508 Class A shares and indirectly holds 217,759 LT10 shares.
Expensify, Inc. director Carlos Eduardo Alvarez Divo reports his equity holdings as of 12/29/2025. He directly owns 328,072 shares of Class A common stock. He also indirectly holds 184,167 shares of LT10 Common Stock and 164,100 shares of LT50 Common Stock through the Expensify Voting Trust, while retaining investment control and dispositive power.
Both LT10 and LT50 Common Stock are convertible into Class A common stock on a one-to-one basis after specified notice periods and will automatically convert when LT10 and LT50 together fall below 2% of total common stock. In addition, he holds fully vested stock options for 65,140, 16,380 and 6,540 shares of Class A common stock at exercise prices of $0.97, $7.21 and $12.97, respectively, plus 37,012 restricted stock units tied to Class A common stock and 37,012 restricted stock units tied to LT50 common stock.
Expensify, Inc. insider sale notice: This Form 144 reports that Carlos Alvarez Divo plans to sell up to 8,972 shares of Expensify, Inc. Class A Common stock through Morgan Stanley Smith Barney LLC on NASDAQ, with an aggregate market value of 13,507.36 and an approximate sale date of 12/30/2025. The shares to be sold were acquired via RSU vesting from Expensify, Inc. as compensation, including 2,468 shares on 12/15/2025 and 6,504 shares on 12/22/2025. The filing also lists prior sales during the past three months, including 19,568, 3,100, and 21,580 Class A Common shares sold on 11/18/2025, 11/21/2025, and 11/24/2025, respectively, with gross proceeds of 30035, 4714, and 31370.
Expensify insider David Barrett has filed a Rule 144 notice to sell 90,000 shares of Class A common stock. The planned sale is to be executed through Raymond James & Associates on NASDAQ, with an approximate sale date of January 2, 2026 and an aggregate market value of $135,000 in the notice. Shares outstanding were 80,840,150 at the time of the notice; this is a baseline figure, not the amount being sold.
The shares to be sold are described as founding shares acquired from Expensify, Inc. on April 29, 2009 as compensation. The filing also lists recent sales in the past three months, including personal sales by David Barrett of 2,544 and 14,463 Class A shares in December 2025, and sales by Barrett Trust LLC of 30,000 Class A shares on November 3, 2025 and 30,000 shares on December 1, 2025, with corresponding gross proceeds disclosed for each transaction.
Expensify, Inc. director reports recent stock transactions under a company plan. On 12/15/2025, the reporting person acquired 43,115 shares of Class A common stock at $1.65 per share under the Expensify, Inc. 2021 Stock Purchase and Matching Plan and received an additional 23,127 matched shares at no cost. On 12/17/2025, 5,853 shares were sold at a weighted average price of $1.55 per share to cover taxes for matched share grants for certain employees. After these transactions, the director beneficially owned 486,962 Class A common shares held directly.
Expensify, Inc. director reported several equity transactions in company Class A common stock. On 12/15/2025, the director acquired 36,318 shares at $1.65 per share through the Expensify, Inc. 2021 Stock Purchase and Matching Plan. On the same date, the director received an additional 16,711 matched shares under this plan at a price of $0, reflecting an equity grant rather than a cash purchase.
On 12/17/2025, the director sold 4,837 shares at a weighted average price of $1.55 per share, representing the director's pro rata portion of shares sold by the issuer's broker to cover tax obligations for matched share grants to certain employees. Following these transactions, the director beneficially owned 366,049 shares of Expensify Class A common stock, held directly.
Expensify, Inc. insider activity shows plan-based share purchases, matched shares, and a small tax-related sale. A director and Chief Operating Officer acquired 18,571 shares of Class A common stock on 12/15/2025 at $1.65 per share under Expensify’s 2021 Stock Purchase and Matching Plan. On the same date, the insider received an additional 1,247 matched shares at a price of $0 under the same plan. On 12/17/2025, the insider sold 523 shares at a weighted average price of $1.55, with the sale described as part of broker-executed transactions to cover taxes for matched share grants to certain employees. After these transactions, the insider directly beneficially owned 77,770 Class A shares.
Expensify, Inc.'s Chief Executive Officer and director reported recent transactions in Class A common stock. On 12/15/2025, the reporting person acquired 6,712 shares at $0 as matched shares under Expensify's 2021 Stock Purchase and Matching Plan, increasing their direct holdings. On 12/17/2025, they disposed of 2,544 shares in a sale reported with a weighted average price of $1.55 per share to cover taxes for matched share grants to certain employees, with actual sale prices ranging from $1.43 to $1.58.
Following these transactions, the reporting person directly beneficially owned 212,567 Class A shares and indirectly beneficially owned 1,378,480 Class A shares through Barrett Trust LLC, whose investment and voting decisions are controlled by the reporting person via a family trust.
Expensify, Inc. insider Ryan Schaffer, the Chief Financial Officer and a director, reported several Class A common stock transactions in mid-December 2025. On 12/15/2025, he acquired 13,555 shares at $1.65 per share and received an additional 7,076 matched shares at a price of $0, both pursuant to Expensify's 2021 Stock Purchase and Matching Plan. On 12/17/2025, he sold 2,632 shares at a weighted average price of $1.55 per share, in transactions used to cover taxes related to matched share grants for certain employees. After these transactions, Schaffer directly held 203,936 shares of Expensify Class A common stock.
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