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.
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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.
Daniel Vidal, a director of Expensify, Inc. (EXFY), reported non-derivative transactions in the company’s Class A common stock. The filing discloses an award of 3,707 shares under the Expensify 2021 Stock Purchase and Matching Plan, recorded as acquired on 08/19/2025 at no cash price. The following day the reporting person disposed of 1,050 shares via brokered sales to cover taxes at a weighted average price of $1.72 per share (sales ranged from $1.70 to $1.74).
After these transactions the reporting person beneficially owned 289,474 shares of Class A common stock. The sale represents the reporting person’s pro rata portion of shares sold to cover tax obligations related to the SPMP awards; the filer offers to provide detailed per-price sale breakdown on request.
Insider transactions at Expensify, Inc. (EXFY): Chief Operating Officer Anuradha Muralidharan was awarded 3,805 Class A common shares under the companys 2021 Stock Purchase and Matching Plan on 08/19/2025 at no cash cost. The next day, 08/20/2025, the reporting person sold 1,558 Class A shares via the issuers broker to cover taxes related to awards; the weighted average sale price reported was $1.72 per share (sales ranged $1.70 $1.74). Following these transactions the reporting person beneficially owned 86,286 Class A shares. The Form 4 is signed by an attorney-in-fact on 08/22/2025.
Jason Fahr Mills, a director of Expensify, Inc. (EXFY), reported two transactions in Class A common stock on August 19–20, 2025. On 08/19/2025 he was awarded 5,604 shares under the company's 2021 Stock Purchase and Matching Plan at a reported acquisition price of $0 (award shares). On 08/20/2025 he sold 1,387 shares to cover taxes related to those awards at a weighted average sale price of $1.72 per share (sales occurred at prices ranging $1.70–$1.74). After these transactions, the reporting person beneficially owned 368,401 shares of Class A common stock. The Form 4 was signed on behalf of the reporting person by an attorney-in-fact, Ryan Schaffer, with a signature date of 08/22/2025.
Ryan Schaffer, Chief Financial Officer and a director of Expensify, Inc. (EXFY), reported two Section 16 transactions. On 08/19/2025 he was awarded 3,309 shares under the Expensify 2021 Stock Purchase and Matching Plan (SPMP), increasing his direct beneficial ownership to 175,307 shares. On 08/20/2025 he sold 1,203 shares at a weighted average price of $1.72, leaving him with 174,104 shares. The sale represented the reporting person’s pro rata portion of shares sold to cover taxes related to SPMP awards; the broker executed multiple transactions at prices ranging from $1.70 to $1.74. The Form 4 is signed by Mr. Schaffer on 08/22/2025.
Expensify, Inc. notice under Rule 144 reports a proposed sale of 1,203 Class A common shares through Morgan Stanley Smith Barney on 08/20/2025 with an aggregate market value of $2,069.16. The filer states these shares were acquired on 08/19/2025 from Expensify, Inc. via an SPMP contribution and were paid as compensation. The filing also discloses three prior Class A Common sales by the same person during the past three months: 716 shares on 05/30/2025 for $1,589.52, 1,883 shares on 06/17/2025 for $4,293.24, and 2,820 shares on 06/20/2025 for $6,260.40. The filer certifies no undisclosed material adverse information and provides a signature attesting to the representations.
Expensify, Inc. (EXFY) Rule 144 notice shows a proposed sale of 1,387 Class A common shares through Morgan Stanley Smith Barney on 08/20/2025 with an aggregate market value of $2,385.64. The filing reports the shares were acquired on 08/19/2025 from Expensify, Inc. as an SPMP contribution and paid as compensation. It also discloses three prior sales by the same beneficial owner in the past three months: 821 shares on 05/30/2025 for $1,822.62, 4,068 shares on 06/17/2025 for $9,275.04, and 1,869 shares on 06/20/2025 for $4,149.18. The filing states there is no known undisclosed material adverse information.
Expensify, Inc. (EXFY) Form 144 reports a proposed sale of 1,558 shares of Class A common stock through Morgan Stanley Smith Barney LLC on NASDAQ, with an aggregate market value of $2,679.76 and an approximate sale date of 08/20/2025. The filing shows these 1,558 shares were acquired on 08/19/2025 from Expensify, Inc. as compensation. The filer previously sold 90 shares for $199.80 on 05/30/2025, 521 shares for $1,187.88 on 06/17/2025, and 2,566 shares for $5,696.52 on 06/20/2025. The notice includes the signers representation that no undisclosed material adverse information about the issuer is known.
This Form 144 for Expensify, Inc. (EXFY) notifies a proposed sale of 1,050 Class A common shares through Morgan Stanley Smith Barney LLC on 08/20/2025. The filing shows those 1,050 shares were acquired on 08/19/2025 via an SPMP contribution from Expensify, Inc. with payment characterized as compensation. The filing also discloses four sales by Daniel Vidal during the past three months: 909 shares on 05/30/2025 for $2,017.98; 3,354 shares on 06/17/2025 for $7,647.12; 1,582 shares on 06/20/2025 for $3,512.04; and 9,000 shares on 08/01/2025 for $17,550. The form includes the required representation that the seller is not aware of undisclosed material adverse information.
Expensify, Inc. (EXFY) Form 4 filing: Director Daniel Vidal reported the sale of 9,000 Class A common shares on 01-Aug-2025 at a weighted-average price of $1.95 per share. The transaction was executed under a Rule 10b5-1 trading plan adopted on 27-Dec-2024.
Following the sale, Vidal’s direct beneficial ownership stands at 286,817 shares. No derivative securities were involved and no additional transactions were disclosed. The disposition represents roughly 3% of his reported holdings and is immaterial relative to Expensify’s total share count. No changes to management roles, guidance, or financial performance metrics accompany this filing.
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