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. is soliciting proxies for its 2026 virtual Annual Meeting of Stockholders to be held May 22, 2026. The board asks holders of Class A, LT10 and LT50 common stock of record as of March 27, 2026 to vote on: election of eight directors; ratification of KPMG LLP as independent auditors for fiscal 2026; an advisory vote on executive compensation; and approval of alternative amendments to authorize a reverse stock split at a 1-for-15, 1-for-20 or 1-for-25 ratio with proportionate reductions in authorized shares. The Voting Trust holds all LT10 and LT50 shares and controls a majority of voting power, and the trustees expect to vote in favor of the board’s recommendations.
The Vanguard Group files an amendment reporting it beneficially owns 0% of Expensify Inc. The filing states 0 shares beneficially owned and 0 votes for the issuer's Common Stock. It explains an internal realignment on January 12, 2026 and says certain Vanguard subsidiaries now report separately in reliance on SEC Release No. 34-39538.
Expensify, Inc. appears in a Form 144 notice listing proposed transactions in Class A Common shares. The filing names Morgan Stanley Smith Barney LLC as broker and records planned entries of 3,333 and 3,922 shares tied to 03/15/2026 events. The notice also records a prior sale of 3,923 Class A shares on 12/30/2025 with an associated figure of 5962.96.
Expensify, Inc. (Class A Common) notice (Form 144) lists proposed sales and recent transactions by an affiliate related to compensation and an SPMP purchase. The filing shows 6,158 Class A shares tied to a SPMP Purchase on 03/15/2026 and 2,826 Class A shares from RSU Vesting on 03/15/2026. The excerpt also records a sale by Daniel Vidal of 2,468 Class A shares on 12/30/2025.
Expensify, Inc. reports proposed resale of Class A Common stock. The filing lists planned sales tied to a SPMP purchase of 6,770 shares and RSU vesting of 3,822, both dated 03/15/2026. The form also records 3,821 Class A shares sold on 12/30/2025, with an accompanying numeric entry 5807.92 shown in the table.
Expensify (Class A Common) Form 144 filing reports planned dispositions and recent transactions in the issuer's common stock. The filing lists Class A Common entries dated 03/15/2026 showing 6,230 shares tied to an "SPMP Purchase" and 2,467 shares from "RSU Vesting." It also discloses past sales by Carlos Alvarez Divo of 2,468 shares on 12/30/2025 and 6,504 shares on 12/31/2025. The filing is a routine insider resale notification of Class A Common shares.
David Barrett and Barrett Trust LLC filed Form 144 reporting sales of Class A Common stock of Expensify, Inc. The filing lists a sale of 14,463 shares on 12/30/2025 by David Barrett and three sales of 30,000 shares each by Barrett Trust LLC on 01/02/2026, 02/02/2026, and 03/02/2026. The filing also shows recent compensation-related issuances and RSU vesting on 03/15/2026.
Expensify, Inc. insider entities associated with Steven J. McLaughlin reported significant open-market purchases of Class A Common Stock. Over several transactions from March 3 to March 11, they bought a total of 2,263,444 shares at prices around $0.84–$1.02 per share.
After the latest purchase of 500,000 shares at $0.84 on March 11, indirect holdings reported in this Form 4 increased to 12,203,393 shares. The filing notes that shares are held through the Steven J. McLaughlin Revocable Trust and EXP 2020 SPV LP, with McLaughlin disclaiming beneficial ownership except for his pecuniary interest.
Expensify, Inc.'s Chief Executive Officer David Michael Barrett reported an open-market sale of 30,000 shares of Class A common stock at $0.90 per share. The sale was effected by Barrett Trust LLC, a manager-managed LLC whose investment and voting decisions are made by Barrett, under a pre-arranged Rule 10b5-1 trading plan adopted on March 31, 2025.
Following this transaction, entities associated with Barrett held 1,288,480 shares indirectly and he held 212,567 shares directly of Expensify Class A common stock.
Expensify, Inc. describes its cloud-based expense management platform focused on small and medium-sized businesses and their employees. Since founding, it has added over 15 million members and processed more than 1.8 billion expense transactions as of December 31, 2025.
For the quarter ended December 31, 2025, an average of 650,000 paid members across about 39,700 companies in over 200 countries and territories used Expensify. The company outlines a viral, bottom-up business model, multi-feature platform including the Expensify Card and travel tools, and a culture-driven, flat organization.
Expensify highlights extensive risk factors, including fluctuating results, intense competition, regulatory complexity, data security, economic and geopolitical uncertainty, and a multi-class share structure with voting control concentrated in a Voting Trust and an Executive Committee.