Expensify (EXFY) files Form 144: proposed sale of 19,123 shares

Rhea-AI Filing Summary

Expensify, Inc. reported proposed insider sales under a Form 144 notice. The filing lists planned sales tied to a SPMP Purchase of 2,992 shares and RSU vesting of 16,131 shares, both dated 06/15/2026. The document also discloses actual Class A Common share sales by named holders during March–June 2026.

Insights

Securities Compliance Specialist

Form 144 lists proposed sales and recent dispositions by insiders/entities.

Form 144 is a notice of proposed sale under Rule 144; it documents intended resale methods and quantities. The excerpt shows specific proposed sales on 06/15/2026 and multiple completed dispositions dated 03/17/2026 through 06/01/2026.

Timing, exact sale methods, and cash‑flow treatment are not detailed in the excerpt; subsequent filings or broker records would report completion and proceeds.

Corporate Insider Transactions Analyst

Transactions appear routine: compensation vesting and trust/entity sales are recorded.

The filing lists RSU vesting of 16,131 Class A shares and a SPMP purchase of 2,992 shares dated 06/15/2026. Multiple prior sales by a named individual and Barrett Trust LLC are itemized with dates and share counts.

These entries are disclosure of holdings and proposed dispositions; the excerpt does not show trading plans, price data, or whether sales were executed under Rule 10b5‑1.

Key Figures

SPMP Purchase: 2,992 shares RSU Vesting: 16,131 shares David Barrett sale: 2,692 shares +4 more

7 metrics

SPMP Purchase 2,992 shares dated 06/15/2026, labeled Compensation

RSU Vesting 16,131 shares dated 06/15/2026, labeled Compensation

David Barrett sale 2,692 shares sold 03/17/2026

David Barrett sale 10,114 shares sold 03/24/2026

Barrett Trust LLC sales 30,000 shares sold 04/01/2026

Barrett Trust LLC sale 30,000 shares sold 05/01/2026

Barrett Trust LLC sale 30,000 shares sold 06/01/2026

Key Terms

Form 144, RSU Vesting, SPMP Purchase, Barrett Trust LLC

4 terms

Form 144 regulatory

"Form 144 notice of proposed sale under Rule 144 appears in header"

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.

RSU Vesting financial

"Compensation Class A Common | 06/15/2026 | RSU Vesting"

RSU vesting is the process by which restricted stock units — a promise by a company to give shares to an employee — become actual, owned shares over time or when certain goals are met. Investors care because vested shares can dilute existing ownership when issued, and the timing of vesting affects when employees can sell shares, which can influence share supply, insider selling patterns, and company incentives.

SPMP Purchase financial

"Class A Common | 06/15/2026 | SPMP Purchase"

Barrett Trust LLC other

"Barrett Trust LLC 88 Kearny St Ste 1600 | Class A Common | 04/01/2026"

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

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Available on EDGAR 06/12/2026 - 07:47 AM Accepted by SEC EDGAR 06/12/2026 - 07:47 AM Learn about SEC filing dates

FAQ

What does Expensify's (EXFY) Form 144 disclose about planned insider sales?

It discloses proposed sales of Class A Common shares tied to a SPMP purchase of 2,992 shares and RSU vesting of 16,131 shares, both dated 06/15/2026. The filing lists intended dispositions but not execution details.

Which recent insider or related-party sales are listed in the filing for EXFY?

The excerpt lists completed Class A Common share sales by David Barrett and Barrett Trust LLC on dates from 03/17/2026 to 06/01/2026, including lots of 2,692; 10,114; and three 30,000‑share entries.

Do the Form 144 entries show prices or proceeds for the EXFY share sales?

The excerpt provides share counts and dates but does not present explicit sale prices or aggregate proceeds for the proposed or completed transactions within the visible text.

Are the RSUs and SPMP shares in the filing compensation-related for EXFY?

Yes. The filing labels the 2,992 shares as a SPMP Purchase and the 16,131 shares as RSU Vesting, both marked with the descriptor Compensation and dated 06/15/2026.

Does the Form 144 confirm whether the listed sales were executed or only proposed for EXFY?

The Form 144 functions as a notice of proposed sale; the excerpt records both proposed sales dated 06/15/2026 and prior completed dispositions between 03/17/2026 and 06/01/2026, but execution details for proposed sales are not shown.

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	19123	24859.9	84278255	06/15/2026	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	06/15/2026	SPMP Purchase	Expensify, Inc.			2992	06/15/2026	Compensation
Class A Common	06/15/2026	RSU Vesting	Expensify, Inc.			16131	06/15/2026	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

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	04/01/2026	30000	25500
Barrett Trust LLC 88 Kearny St Ste 1600 San Francisco CA 94108	Class A Common	05/01/2026	30000	32400
Barrett Trust LLC 88 Kearny St Ste 1600 San Francisco CA 94108	Class A Common	06/01/2026	30000	34500

144: Remarks and Signature

Remarks

Date of Notice

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)