Raymod James & Associates to sell 90,000 Expensify (NASDAQ: EXFY) shares — Form 144

Rhea-AI Filing Summary

Raymod James & Associates Inc submitted a Form 144 notice to sell 90,000 Class A common shares of Expensify, Inc. The filing lists prior dispositions in the past three months by related parties, including sales on 01/02/2026, 02/02/2026, 03/02/2026, 03/17/2026, and 03/24/2026.

Insights

Securities Counsel

Form 144 notifies the market of proposed resale of restricted/controlled stock.

Form 144 is a statutory notice required when an affiliate or control person intends to sell restricted or control securities in reliance on Rule 144. The filing here lists 90,000 Class A common shares as the securities to be sold.

Transactions shown for related parties across early 2026 provide context for recent liquidity activity; cash‑flow treatment and exact distribution methods are not specified in the excerpt.

Key Figures

Shares listed to be sold: 90,000 shares Barrett Trust sale (01/02/2026): 30,000 shares Barrett Trust sale (02/02/2026): 30,000 shares +3 more

6 metrics

Shares listed to be sold 90,000 shares Securities To Be Sold section

Barrett Trust sale (01/02/2026) 30,000 shares Securities Sold During The Past 3 Months

Barrett Trust sale (02/02/2026) 30,000 shares Securities Sold During The Past 3 Months

Barrett Trust sale (03/02/2026) 30,000 shares Securities Sold During The Past 3 Months

David Barrett sale (03/17/2026) 2,692 shares Securities Sold During The Past 3 Months

David Barrett sale (03/24/2026) 10,114 shares Securities Sold During The Past 3 Months

Key Terms

Form 144, Class A Common, Founding Shares, Compensation

4 terms

Form 144 regulatory

"Securities To Be Sold section listing 90,000 shares"

Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.

Class A Common financial

"Class A Common | Raymod James & Associates Inc"

Founding Shares market

"Class A Common | 04/29/2009 | Founding Shares"

Compensation other

"04/29/2009 | Compensation"

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Class A Common	Raymod James & Associates Inc 880 Carillon Parkway St. Petersburg FL 33716	90000	78300	80888459	04/01/2026	NASDAQ

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Class A Common	04/29/2009	Founding Shares	Expensify, Inc.			90000	04/29/2009	Compensation

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
David Barrett 88 Kearny St Ste 1600 San Francisco CA 94108	Class A Common	03/17/2026	2692	2045.92
David Barrett 88 Kearny St Ste 1600 San Francisco CA 94108	Class A Common	03/24/2026	10114	8495.76
Barrett Trust LLC 88 Kearny St Ste 1600 San Francisco CA 94108	Class A Common	01/02/2026	30000	45000
Barrett Trust LLC 88 Kearny St Ste 1600 San Francisco CA 94108	Class A Common	02/02/2026	30000	43500
Barrett Trust LLC 88 Kearny St Ste 1600 San Francisco CA 94108	Class A Common	03/02/2026	30000	270000

144: Remarks and Signature

Remarks

Date of Notice

Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

What does the EXFY Form 144 filed by Raymod James & Associates mean?

It is a statutory notice that 90,000 Class A shares are being offered for resale. The filing signals an affiliate plans to sell restricted or control securities under Rule 144 and provides required transaction detail.

How many shares does the Form 144 list for sale for EXFY?

The notice lists 90,000 Class A common shares as the securities to be sold. This is the amount shown under the "Securities To Be Sold" section of the filing excerpt.

Which recent insider or related-party sales are shown in the EXFY excerpt?

The excerpt lists several dispositions: 30,000 shares on 01/02/2026 and 02/02/2026, 30,000 shares on 03/02/2026, and sales by David Barrett of 2,692 and 10,114 shares on 03/17/2026 and 03/24/2026 respectively.

Does the Form 144 excerpt state how sales will be executed for EXFY shares?

The excerpt does not specify execution methods or proceeds recipients. It lists the securities and recent dispositions but does not detail distribution methods, pricing, or cash‑flow treatment in the provided text.