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. 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.
Liu Ying reported acquisition or exercise transactions in this Form 4 filing.
Expensify, Inc. director Liu Ying received an equity grant in the form of restricted stock units. The award covered 3,731 shares of Class A common stock and was granted at no cash cost as a compensation award, not a market purchase.
According to the footnote, these RSUs vested immediately on the grant date, with each unit delivering one share of Class A common stock. Following this grant, Liu Ying directly held 183,200 shares of Expensify Class A common stock.
Expensify, Inc. Chief Executive Officer David Michael Barrett reported receiving two stock option awards. On June 23, 2026, he was granted options covering 2,031,280 shares and 63,694 shares of Class A common stock, each with a $1.75 exercise price and expirations on June 23, 2036 and June 23, 2031, respectively. Both option grants vest in 16 equal quarterly installments deemed to have begun on April 12, 2025, and one of the reported options is fully vested and currently exercisable.
Expensify, Inc. director Daniel Vidal reported a compensation-related grant of stock options covering 1,160,447 shares of Class A common stock. The options have an exercise price of $1.75 per share and expire on June 23, 2036. They vest in 16 equal quarterly installments, deemed to have begun on April 12, 2025, meaning the award becomes exercisable over four years rather than all at once. Following this grant, Vidal holds 1,160,447 stock options directly.
Expensify, Inc. reported that Chief Financial Officer Ryan Schaffer received a stock option award covering 1,164,596 shares of Class A Common Stock. The option has an exercise price of $1.75 per share and expires on June 23, 2036.
The filing states that the option vests in 16 equal quarterly installments, deemed to have begun on April 12, 2025. Following this grant, Schaffer holds stock options for 1,164,596 underlying shares directly from this award.
Expensify, Inc. director Jason Fahr Mills received a grant of stock options covering 1,160,447 shares of Class A common stock. The options have an exercise price of $1.75 per share and expire on June 23, 2036.
The grant vests in 16 equal quarterly installments, deemed to have begun on April 12, 2025. Following this award, Mills holds options for 1,160,447 underlying shares, reflecting a compensation-related equity grant rather than an open-market trade.
Expensify, Inc. reported that Chief Executive Officer David Michael Barrett received a grant of stock options covering 2,094,974 shares of Class A common stock. The options have an exercise price of $1.75 per share and expire on June 23, 2036. The award vests in 16 equal quarterly installments deemed to have begun on April 12, 2025, meaning the options become exercisable gradually over four years as long as vesting conditions are met.
Expensify, Inc. director Carlos Eduardo Alvarez Divo reported an open-market sale of Class A Common Stock. He sold 10,700 shares at a weighted average price of $1.28 per share under a pre-arranged Rule 10b5-1 trading plan. Following this transaction, he directly holds 234,080 shares.