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. (EXFY) received a Rule 144 notice indicating that David Barrett plans to sell up to 2,601 shares of Class A common stock through Morgan Stanley Smith Barney LLC on or about September 17, 2026. The filing lists an aggregate market value of $6,112.35 for the proposed sale.
The shares were acquired on September 15, 2026 from Expensify, Inc. as compensation. The notice states that there were 78,936,804 shares of the same class outstanding, as referenced from Expensify’s Form 10-Q information as of August 3, 2026.
Expensify, Inc. (EXFY) is the issuer for a planned sale of restricted securities reported by director Jason Mills under Rule 144. The notice covers the proposed sale of 6,865 shares of Class A common stock through Morgan Stanley Smith Barney LLC on or about September 17, 2026, with an aggregate market value of $16,132.75.
The shares were acquired from Expensify, Inc. on September 15, 2026 in a transaction described as an SPMP purchase related to compensation. The notice is dated September 18, 2026 and is signed by Cole Eason as attorney-in-fact for Jason Mills.
Expensify, Inc. (EXFY) received a Rule 144 notice relating to a proposed sale of up to 3,291 shares of its Class A common stock for the account of Ryan Schaffer. The shares are to be sold through Morgan Stanley Smith Barney LLC Executive Financial Services, with an aggregate market value of about $7,733.85. The securities were previously acquired in a transaction described as compensation dated September 15, 2026.
Expensify, Inc. (EXFY) is the issuer for a planned resale of Class A common stock under Rule 144 by Daniel Vidal. The notice covers a proposed sale of 6,223 shares of Class A common stock to be carried out through Morgan Stanley Smith Barney LLC. The shares were acquired on September 15, 2026, in a transaction labeled as an SPMP Purchase related to compensation.
Expensify, Inc. (EXFY) is the issuer for which director Carlos Alvarez has filed a notice under Rule 144 indicating an intention to sell Class A common stock through Morgan Stanley Smith Barney LLC. The notice lists 9,982 shares of Class A common stock to be sold on NASDAQ and discloses prior sales of 5,278 shares on June 23, 2026 for $8,022.56. The filing also notes that the shares to be sold are associated with an SPMP purchase of 6,467 shares on September 15, 2026 and RSU vesting of 3,515 shares on September 21, 2026.
Expensify, Inc. reported Q2 2026 revenue, net of $33.9 million, down 5% year over year, and a GAAP net loss of $3.9 million compared with a $8.8 million loss a year earlier. Adjusted EBITDA was $6.6 million with a 19% margin, and non-GAAP net income reached $3.4 million. The company generated $8.4 million of cash from operating activities and $6.4 million of free cash flow. Interchange revenue from the Expensify Card rose to $5.9 million, a 12% increase, while paid members were 640,000, a 2% decrease.
Management highlighted growth in New Expensify, where revenue from net new customers exceeded $10 million in ARR and grew over 250% year over year across more than 10,000 new customers. Expensify completed share repurchases totaling 6.8 million Class A shares in Q2, including 6.1 million shares at $1.20 in a modified Dutch auction tender offer, representing about a 7% reduction in shares outstanding. For the fiscal year ending December 31, 2026, the company estimates free cash flow of $12.0 million–$14.0 million.
Expensify, Inc. reported Q2 2026 revenue, net of $33,866 (in thousands), down 5% year over year, and a net loss of $3,851 (in thousands). Gross margin declined to 48% as lower billable activity and higher cashback rewards more than offset higher interchange revenue from the Expensify Card.
Operating loss narrowed to $2,921 (in thousands), driven mainly by a 67% reduction in sales and marketing expense after elevated F1® movie sponsorship costs in 2025. Expensify held $65,760 (in thousands) of cash and equivalents with no debt, generated $8,551 (in thousands) of operating cash in the first half, completed an $8.0 million Dutch auction tender offer, continued share repurchases, settled a securities class action for $9.5 million (largely insured), and regained compliance with Nasdaq’s minimum bid price requirement.
Expensify, Inc. director Ellen Pao reported an equity compensation grant in the form of restricted stock units. She acquired 123,762 RSUs representing Class A common stock at no cash cost, increasing her direct holdings to 292,770 shares after the award.
The RSUs were granted under the company’s Non-Employee Director Compensation Program and vest on the earlier of the first anniversary of the grant date or immediately before the next Annual Meeting following the grant date. Each RSU converts into one share of Class A common stock when it vests.
Liu Ying reported acquisition or exercise transactions in this Form 4 filing.
Expensify, Inc. director Ying Liu reported receiving an equity grant of 123,762 shares of Class A common stock in the form of restricted stock units. Following this award, Liu holds 306,962 Class A shares directly. The RSUs vest on the earlier of the first anniversary of the grant date or immediately before the next annual meeting, with each RSU delivering one share upon vesting.
Expensify, Inc. director Timothy L. Christen received an equity award of 123,762 shares of Class A common stock in the form of restricted stock units. These RSUs were granted under the Non-Employee Director Compensation Program at a price of $0.00 per share as compensation, not a market purchase.
The RSUs vest on the earlier of the first anniversary of the grant date or immediately before the next Annual Meeting following the grant date, and each RSU converts into one share of Class A common stock upon settlement. Following this award, Christen directly owns 413,516 shares of Class A common stock.