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.
Expensify, Inc. filings document the public-company disclosures of a software issuer focused on expense management, corporate cards, travel, bills, and related spend workflows. Form 8-K reports furnish quarterly and annual results, shareholder letters, and investor presentation materials that describe revenue, card activity, product development, partnerships, and financial condition.
The filing record also covers governance and capital-structure matters. Definitive proxy statements address annual meeting voting items, board matters, executive compensation, and equity awards, while material-event filings record credit and letter-of-credit arrangements, termination of financing agreements, registered Class A common stock, and Nasdaq continued-listing disclosures.
Expensify, Inc. Chief Executive Officer David Michael Barrett reported an open-market sale of 30,000 shares of Class A Common Stock at $1.15 per share on June 1, 2026. The sale was executed indirectly through Barrett Trust LLC under a Rule 10b5-1 trading plan adopted on March 31, 2025.
Following these transactions, Barrett holds 212,567 Class A shares directly. He also reports 1,228,480 Class A shares held indirectly through Barrett Trust LLC, where he oversees investment and voting decisions via related family trust structures.
Expensify, Inc. filed Amendment No. 1 to its Schedule TO to amend its previously announced tender offer to repurchase up to $25,000,000 of Class A common stock at a price per share of not less than $0.98 and not more than $1.20. The amendment updates the Offer to Purchase’s incorporation by reference to list Current Reports on Form 8-K filed on April 21, 2026, May 27, 2026 and May 29, 2026.
Expensify, Inc. reports that it has resolved a Nasdaq listing issue related to its share price. On April 17, 2026, the company received a deficiency letter after its Class A common stock closed below $1.00 per share for 30 consecutive business days, breaching Nasdaq’s Minimum Bid Price Requirement under Listing Rule 5450(a)(1).
Nasdaq later notified Expensify that, from May 13, 2026 to May 27, 2026, the stock’s closing bid price had been at or above $1.00 for 10 straight business days. As of May 28, 2026, the company has regained compliance and Nasdaq considers the matter closed.
Expensify, Inc. director Carlos Eduardo Alvarez Divo sold 10,000 shares of Class A common stock on May 15, 2026 in an open-market transaction at a weighted average price of $1.13 per share. The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 31, 2025, indicating it was scheduled in advance. Following the transaction, he directly owns 244,780 shares of Expensify, so the sale represents a relatively small portion of his reported holdings.
Expensify, Inc. reported the results of its 2026 annual stockholder meeting held on May 22, 2026. Stockholders elected eight directors, including David Barrett and Ellen Pao, to serve until the 2027 annual meeting. All governance proposals on the ballot were approved.
Stockholders ratified KPMG LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 507,688,387 votes for and 79,336 against. They also approved, on an advisory basis, executive compensation and authorized amendments to implement a reverse stock split with a corresponding decrease in authorized shares.
Morgan Stanley Smith Barney LLC filed a Form 144 notice reporting proposed sales of Common stock by Carlos Alvarez. The filing lists a 10,000 share item tied to Restricted Stock Units dated 10/11/2024. It also reports completed 10b5-1 sale entries: 30,728 shares on 04/28/2026 and 8,697 shares on 03/17/2026, with dollar figures shown alongside each sale. The filing includes a numeric reference of 84,278,255 with date 05/15/2026, presented in the securities section.
Expensify, Inc. is conducting a tender offer to repurchase up to $25,000,000 of its Class A common stock at a per-share price range of $0.98 to $1.20, pursuant to an Offer to Purchase dated May 13, 2026.
The offer is made under the terms and conditions set forth in the Offer to Purchase and the accompanying Letter of Transmittal, with additional exhibits and related materials filed with this Schedule TO. The Company states the purchase is for cash and is not subject to a financing condition.
Expensify, Inc. has launched a modified “Dutch auction” tender offer to repurchase up to $25,000,000 of its Class A common stock. Stockholders may tender shares at prices between $0.98 and $1.20 per share, with all accepted shares purchased at a single clearing price.
If fully subscribed, Expensify will buy between 25,510,204 and 20,833,333 shares, representing approximately 30% to 25% of its outstanding Class A common stock as of May 4, 2026. The offer is not subject to any minimum tender or financing condition and is scheduled to expire at 12:00 midnight, New York City time, at the end of the day on June 10, 2026, unless extended or terminated. The company’s directors and executive officers will not tender their shares.
Expensify, Inc. Chief Executive Officer David Michael Barrett reported an open-market sale of Class A Common Stock under a pre-arranged Rule 10b5-1 trading plan adopted on March 31, 2025. On May 1, 2026, an entity associated with him, Barrett Trust LLC, sold 30,000 shares at a weighted average price of $1.08 per share, with individual sale prices ranging from $1.01 to $1.12. Following this sale, Barrett Trust LLC held 1,258,480 shares indirectly, while Barrett also held 212,567 shares directly.
Liu Ying reported acquisition or exercise transactions in this Form 4 filing.
Expensify, Inc. director Ying Liu reported receiving an equity award in the form of 5,376 shares of Class A common stock. The award was structured as restricted stock units under the Non-Employee Director Compensation Program and vested immediately on the grant date. After this grant, Ying Liu directly holds 179,469 shares of Class A common stock.