[144] Expensify, Inc. SEC Filing

Rhea-AI Filing Summary

Expensify, Inc. (EXFY) Form 144 reports a proposed sale of 1,558 shares of Class A common stock through Morgan Stanley Smith Barney LLC on NASDAQ, with an aggregate market value of $2,679.76 and an approximate sale date of 08/20/2025. The filing shows these 1,558 shares were acquired on 08/19/2025 from Expensify, Inc. as compensation. The filer previously sold 90 shares for $199.80 on 05/30/2025, 521 shares for $1,187.88 on 06/17/2025, and 2,566 shares for $5,696.52 on 06/20/2025. The notice includes the signers representation that no undisclosed material adverse information about the issuer is known.

Positive

• Regulatory compliance: The filer provided required acquisition and sale details consistent with Rule 144 notice requirements.

Negative

• None.

Insights

Securities Compliance Analyst

TL;DR: Routine insider resale notice for recently acquired compensation shares; disclosure aligns with Rule 144 requirements.

The filing documents a proposed sale of 1,558 Class A shares acquired as compensation the prior day and scheduled to be sold via Morgan Stanley on NASDAQ. The notice includes recent open-market sales by the same person in May and June, indicating ongoing disposition activity. From a compliance perspective, the form appears to provide required acquisition, sale, broker, and aggregate value details and the signer attests to absence of undisclosed material adverse information.

Equity Research Associate

TL;DR: Small-volume planned sale relative to typical market-cap considerations; informational but not material to valuation.

The proposed disposition totals 1,558 shares with an aggregate market value of $2,679.76. Prior three-month sales listed total 3,177 shares with combined gross proceeds of $7,084.20. These amounts are modest in absolute terms and likely immaterial to the companys overall market capitalization. The disclosure is useful for tracking insider selling patterns but does not, by itself, represent a material corporate development.

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	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza New York NY 10004	1558	2679.76	80549275	08/20/2025	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	08/19/2025	SPMP Contribution	Expensify, Inc.			1558	08/19/2025	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
Anu Muralidharan 401 SW 5th Ave Portland OR 97204	Class A Common	05/30/2025	90	199.8
Anu Muralidharan 401 SW 5th Ave Portland OR 97204	Class A Common	06/17/2025	521	1187.88
Anu Muralidharan 401 SW 5th Ave Portland OR 97204	Class A Common	06/20/2025	2566	5696.52

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 does the Form 144 filed for EXFY disclose?

It discloses a proposed sale of 1,558 Class A common shares via Morgan Stanley on NASDAQ with an aggregate value of $2,679.76 and an approximate sale date of 08/20/2025.

When were the 1,558 shares acquired according to the filing?

The filing states the shares were acquired on 08/19/2025 from Expensify, Inc. as compensation.

Does the filing show recent sales by the same person?

Yes. The filer sold 90 shares on 05/30/2025 for $199.80, 521 shares on 06/17/2025 for $1,187.88, and 2,566 shares on 06/20/2025 for $5,696.52.

Through which broker will the proposed sale be executed?

The proposed sale is to be executed through Morgan Stanley Smith Barney LLC, address listed as 1 New York Plaza, New York, NY.

Does the filer state any undisclosed material information about EXFY?

The signer represents that they do not know of any material adverse information about the issuer that has not been publicly disclosed.