Expensify (NASDAQ: EXFY) lists planned 06/15/2026 transfers, March insider sales

Rhea-AI Filing Summary

Expensify, Inc. reports planned transfers and recent dispositions of Class A Common stock. The filing lists proposed transactions effective 06/15/2026 including a SPMP Purchase of 8,204 shares and RSU vesting of 2,846 shares. The excerpt also records prior reported sales by Jason Mills of 6,770 shares on 03/17/2026 and 1,786 shares on 03/24/2026.

Insights

Securities Compliance Attorney

Form 144 notices list proposed transactions and past dispositions; this excerpt records both planned transfers and recent sales.

The filing names Class A Common and shows proposed actions dated 06/15/2026 alongside two reported sales by an individual, Jason Mills, in March 2026. The entries appear to reflect compensation-related issuances (RSU vesting) and a planned SPMP purchase.

These notices are administrative: they disclose timing and quantities but do not by themselves indicate who will receive proceeds or whether sales completed as proposed. Subsequent SEC filings or broker confirmations would show execution or proceeds details.

Key Figures

SPMP Purchase: 8,204 shares RSU Vesting: 2,846 shares Sale by Jason Mills: 6,770 shares +1 more

4 metrics

SPMP Purchase 8,204 shares proposed on 06/15/2026

RSU Vesting 2,846 shares compensation entry dated 06/15/2026

Sale by Jason Mills 6,770 shares reported sale on 03/17/2026

Sale by Jason Mills 1,786 shares reported sale on 03/24/2026

Key Terms

Form 144, RSU Vesting, SPMP Purchase

3 terms

Form 144 regulatory

"Filer Information | 144: Filer Information"

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"

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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
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

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	11050	14365	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.			8204	06/15/2026	Compensation
Class A Common	06/15/2026	RSU Vesting	Expensify, Inc.			2846	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
Jason Mills 88 Kearny St Ste 1600 San Francisco CA 94108	Class A Common	03/17/2026	6770	5145.2
Jason Mills 88 Kearny St Ste 1600 San Francisco CA 94108	Class A Common	03/24/2026	1786	1500.24

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)

FAQ

What transactions does the EXFY Form 144 excerpt report?

Answer: The excerpt reports proposed and recent transactions in Class A Common stock. It lists a SPMP Purchase of 8,204 shares and RSU vesting of 2,846 shares dated 06/15/2026, and prior sales by Jason Mills of 6,770 and 1,786 shares in March 2026.

Who is shown as having sold shares in this EXFY filing?

Answer: The excerpt shows sales reported for Jason Mills with a sale of 6,770 shares on 03/17/2026 and 1,786 shares on 03/24/2026. The filing lists the broker address associated with those entries.

Are the 06/15/2026 entries sales or issuances in the excerpt?

Answer: The 06/15/2026 lines are labeled as a SPMP Purchase (8,204 shares) and RSU Vesting (2,846 shares) and are described as compensation-related; they appear as planned transfers dated 06/15/2026 in the excerpt.

Does the excerpt state proceeds or purchasers for these transactions?

Answer: The excerpt does not disclose proceeds, sale prices, or counterparties. It lists quantities, transaction types, and dates but does not report cash amounts or confirm completion of the proposed transactions.

Where can I find confirmation that the proposed 06/15/2026 transactions executed?

Answer: Execution confirmation would appear in subsequent broker statements, trade confirmations, or later SEC filings. This excerpt lists planned dates and quantities but does not confirm whether the transactions were executed or settled.