Expensify insider plans sale of 2,601 shares

A Rule 144 notice reports David Barrett’s intent to sell 2,601 EXFY Class A shares, acquired as compensation, with an aggregate market value of about $6,100.

Available on EDGAR 09/18/2026 - 04:48 PM EDT Accepted by SEC EDGAR 09/18/2026 - 04:48 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

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.

Key Figures

Shares to be sold: 2,601 shares Aggregate market value: $6,112.35 Shares outstanding: 78,936,804 shares +2 more

5 metrics

Shares to be sold 2,601 shares Class A common stock proposed to be sold under Rule 144

Aggregate market value $6,112.35 Indicated value of 2,601 EXFY shares to be sold

Shares outstanding 78,936,804 shares Class A common shares outstanding as referenced from Form 10-Q as of August 3, 2026

Planned sale date September 17, 2026 Approximate date of proposed sale under Rule 144

Acquisition date September 15, 2026 Date the 2,601 shares were acquired as compensation

Key Terms

Rule 144, aggregate market value, Securities To Be Sold, Compensation

4 terms

Rule 144 regulatory

"See the definition of "person" in paragraph (a) of Rule 144."

Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.

aggregate market value financial

"Class A Common | Morgan Stanley Smith Barney LLC ... | 2601 | 6112.35 | 78936804"

Aggregate market value is the combined price you would pay to buy all outstanding shares of a company or all companies in a group at current market prices — essentially the sum of each stock’s market capitalization. It matters to investors because it shows the overall size and weight of an investment or sector (like the total cost to buy every piece of a puzzle), helps compare scale across companies or markets, and influences index composition and risk exposure.

Securities To Be Sold regulatory

"144: Securities To Be Sold"

Compensation financial

"Payment | 2601 | 09/15/2026 | Compensation"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the Form 144 filing for EXFY disclose about David Barrett’s planned sale?

The notice states that David Barrett plans to sell up to 2,601 shares of Expensify, Inc. Class A common stock under Rule 144, through Morgan Stanley Smith Barney LLC, on or about September 17, 2026, with an indicated aggregate market value of $6,112.35.

How many Expensify (EXFY) shares are covered by this Form 144 and what is their value?

The Form 144 covers up to 2,601 shares of Expensify, Inc. Class A common stock, with an indicated aggregate market value of $6,112.35 for the proposed sale.

When were the EXFY shares in this Form 144 acquired and how?

The filing states the 2,601 shares were acquired on September 15, 2026 from Expensify, Inc., with the nature of acquisition described as a SPMP Purchase and the nature of payment listed as Compensation.

What does the Form 144 say about Expensify (EXFY) shares outstanding?

The notice references that there were 78,936,804 shares of Expensify, Inc. Class A common stock outstanding, as of information stated in the company’s Form 10-Q dated August 3, 2026.

Which broker is named in the EXFY Form 144 filing?

The proposed sale under Rule 144 is listed as being through Morgan Stanley Smith Barney LLC Executive Financial Services, with trading on NASDAQ indicated for Expensify, Inc. Class A common stock.

Does the Form 144 for EXFY report any securities sold in the past three months?

The section for Securities Sold During The Past 3 Months does not list any entries, indicating no such sales are reported in this notice.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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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	0001892682
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	Expensify, Inc.
SEC File Number	001-41043
Address of Issuer	88 Kearny St Ste 1600 San Francisco CALIFORNIA 94108
Phone	971-365-3939
Name of Person for Whose Account the Securities are To Be Sold	David Barrett
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	Director
Relationship to Issuer	Officer

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	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza New York NY 10004	2601	6112.35	78936804	09/17/2026	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	09/15/2026	SPMP Purchase	Expensify, Inc.			2601	09/15/2026	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

Nothing to Report

144: Remarks and Signature

Remarks	Note for 3(e): As of August 3, 2026, as stated in Issuer's quarterly report on Form 10-Q for the fiscal quarter ending June 30, 2026.
Date of Notice	09/18/2026
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	/s/ Cole Eason as attorney-in-fact
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)