Expensify (EXFY) Form 144: Class A sale notice

Expensify, Inc. appears in a Form 144 notice listing proposed transactions in Class A Common shares.

Accepted by SEC EDGAR 03/18/2026 - 06:37 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Expensify, Inc. appears in a Form 144 notice listing proposed transactions in Class A Common shares. The filing names Morgan Stanley Smith Barney LLC as broker and records planned entries of 3,333 and 3,922 shares tied to 03/15/2026 events. The notice also records a prior sale of 3,923 Class A shares on 12/30/2025 with an associated figure of 5962.96.

Insights

Securities Compliance Analyst

Form 144 lists specific share counts, broker, and dates for proposed Class A transactions.

The filing names Morgan Stanley Smith Barney LLC as the broker and records planned entries of 3,333 and 3,922 Class A shares tied to 03/15/2026. It separately lists a prior sale of 3,923 shares on 12/30/2025.

These entries are procedural notices under resale rules; they document intended sales and recent dispositions. Subsequent filings or transaction confirmations would show execution details and cash flows.

FAQ

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

What does Expensify's (EXFY) Form 144 report?

It reports planned and recent transactions in Class A Common shares for Expensify (EXFY). The filing lists planned entries of 3,333 and 3,922 shares dated 03/15/2026 and a prior sale of 3,923 shares on 12/30/2025 with a figure of 5962.96.

Who is listed as the broker on the EXFY Form 144?

The broker named is Morgan Stanley Smith Barney LLC. The filing associates that broker with the Class A Common entries and the planned 03/15/2026 transactions in the notice.

How many Class A shares are planned for sale in the Form 144?

The filing lists planned amounts of 3,333 shares and 3,922 shares associated with 03/15/2026 events. These numbers appear under the "Securities To Be Sold" section of the notice.

Does the filing show any recent sales prior to the Form 144?

Yes; the notice records a sale of 3,923 Class A shares on 12/30/2025. That prior sale is listed in the "Securities Sold During The Past 3 Months" section alongside the 5962.96 figure.

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	0001891061
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	Ryan Schaffer
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	7255	5513.8	80888459	03/17/2026	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	03/15/2026	SPMP Purchase	Expensify, Inc.			3333	03/15/2026	Compensation
Class A Common	03/15/2026	RSU Vesting	Expensify, Inc.			3922	03/15/2026	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
Ryan Schaffer 88 Kearny St Ste 1600 San Francisco CA 94108	Class A Common	12/30/2025	3923	5962.96

144: Remarks and Signature

Remarks	Note for 3(e): As of February 23, 2026, as stated in Issuer's quarterly report on Form 10-K for the fiscal year ending December 31, 2025.
Date of Notice	03/18/2026
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)