Expensify Form 144: Affiliate plans sale of Class A shares

Expensify, Inc. (Class A Common) notice (Form 144) lists proposed sales and recent transactions by an affiliate related to compensation and an SPMP purchase.

Rhea-AI Filing Summary

Expensify, Inc. (Class A Common) notice (Form 144) lists proposed sales and recent transactions by an affiliate related to compensation and an SPMP purchase. The filing shows 6,158 Class A shares tied to a SPMP Purchase on 03/15/2026 and 2,826 Class A shares from RSU Vesting on 03/15/2026. The excerpt also records a sale by Daniel Vidal of 2,468 Class A shares on 12/30/2025.

Insights

Securities Compliance Counsel

Form 144 lists proposed resale activity tied to compensation and a purchase.

The filing records 6,158 Class A shares associated with an SPMP Purchase and 2,826 Class A shares from RSU vesting, both dated 03/15/2026. These entries describe the securities to be sold as reported in the excerpt.

It also shows a reported sale by an affiliate, Daniel Vidal, of 2,468 Class A shares on 12/30/2025. Cash‑flow treatment and offering mechanics are not detailed in the provided excerpt; subsequent filings or broker records may state disposition details.

FAQ

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

What does EXFY's Form 144 disclose about proposed sales?

The filing lists proposed resale of 6,158 Class A shares linked to an SPMP Purchase and 2,826 Class A shares from RSU vesting, both dated 03/15/2026. The excerpt frames these as securities to be sold by an affiliate.

Who reported recent sales in the Form 144 excerpt for EXFY?

An affiliate named Daniel Vidal is shown selling 2,468 Class A shares on 12/30/2025. The excerpt records the transaction but does not state purchaser identity or proceeds recipient.

Are the RSU and SPMP shares already vested or payable according to the filing?

The excerpt labels 2,826 shares as RSU Vesting and 6,158 shares as SPMP Purchase, both dated 03/15/2026. The text links these entries to compensation-related issuance on that date.

Does the Form 144 excerpt state how sale proceeds will be used?

No. The provided excerpt does not specify use of proceeds or whether the issuer receives funds. It only lists securities categories, dates, and a recent affiliate sale without proceeds allocation details.

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

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Accepted by SEC EDGAR 03/18/2026 - 06:36 PM Learn about SEC filing dates

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	8984	6827.84	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.			6158	03/15/2026	Compensation
Class A Common	03/15/2026	RSU Vesting	Expensify, Inc.			2826	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
Daniel Vidal 88 Kearny St Ste 1600 San Francisco CA 94108	Class A Common	12/30/2025	2468	3751.36

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)