Expensify insider plans sale of 6,223 shares

A holder of Expensify Class A shares filed a Rule 144 notice to resell 6,223 shares acquired as compensation.

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) is the issuer for a planned resale of Class A common stock under Rule 144 by Daniel Vidal. The notice covers a proposed sale of 6,223 shares of Class A common stock to be carried out through Morgan Stanley Smith Barney LLC. The shares were acquired on September 15, 2026, in a transaction labeled as an SPMP Purchase related to compensation.

Key Figures

Shares to be sold: 6,223 shares Planned sale date: September 17, 2026 Acquisition date: September 15, 2026 +2 more

5 metrics

Shares to be sold 6,223 shares Class A common stock proposed for resale under Rule 144

Planned sale date September 17, 2026 Date associated with the proposed Rule 144 sale

Acquisition date September 15, 2026 Date the shares were acquired via SPMP Purchase as compensation

Date of Notice September 18, 2026 Filing date of the Rule 144 notice

Issuer phone number 971-365-3939 Contact phone for Expensify, Inc.

Key Terms

Rule 144, Class A Common, SPMP Purchase, attorney-in-fact

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.

Class A Common financial

"Class A Common | Morgan Stanley Smith Barney LLC Executive Financial Services"

SPMP Purchase financial

"Class A Common | 09/15/2026 | SPMP Purchase | Expensify, Inc."

attorney-in-fact regulatory

"Signature | /s/ Cole Eason as attorney-in-fact"

An attorney-in-fact is the person or entity given legal authority through a power of attorney to act on behalf of another for specific tasks, such as signing documents, voting shares, or handling transactions. For investors, this matters because it lets a trusted representative make timely decisions or complete paperwork when the owner cannot, much like handing keys to someone to run errands on your behalf—so checks on scope and limits of that authority are important.

FAQ

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

What does the Form 144 filing for EXFY disclose?

It discloses that Daniel Vidal filed a Rule 144 notice to resell 6,223 shares of Expensify, Inc. Class A common stock, with the planned sale to be executed through Morgan Stanley Smith Barney LLC after the filing date.

How many Expensify (EXFY) shares are covered by this Form 144?

The notice covers a proposed sale of 6,223 shares of Expensify, Inc. Class A common stock. These shares are planned to be sold under Rule 144 and were acquired in connection with compensation.

When were the Expensify (EXFY) shares to be sold under this Form 144 acquired?

The Class A common shares covered by this Form 144 were acquired on September 15, 2026 in a transaction described as an SPMP Purchase related to compensation from Expensify, Inc.

Who is executing the planned sale in the Expensify (EXFY) Form 144?

The planned Rule 144 sale of Expensify, Inc. Class A common stock is to be executed through Morgan Stanley Smith Barney LLC Executive Financial Services located at 1 New York Plaza, New York, New York.

When was the Rule 144 notice for Expensify (EXFY) filed?

The Rule 144 notice for the planned sale of Expensify, Inc. Class A common stock is dated September 18, 2026, which is the Date of Notice stated in the filing.

What additional reference does the Expensify (EXFY) Form 144 make to company filings?

A remark notes that information is as of August 3, 2026, as stated in Expensify, Inc.’s quarterly report on Form 10-Q for the fiscal quarter ending June 30, 2026.

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	0001891862
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	Daniel Vidal
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

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	6223	14624.05	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.			6223	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)