Insider to sell 30,728 shares under Rule 144

Morgan Stanley Smith Barney LLC submitted a Form 144 notice reporting an insider intends to sell 30,728 shares of Common Stock under Rule 144.

Rhea-AI Filing Summary

Morgan Stanley Smith Barney LLC submitted a Form 144 notice reporting an insider intends to sell 30,728 shares of Common Stock under Rule 144. The securities are Restricted Stock Units dated 09/19/2022. The filing lists a recent sale of 8,697 shares on 03/17/2026.

Insights

Securities Compliance Analyst

Routine Rule 144 sale notice; administrative disclosure of planned resale activity.

The filing lists 30,728 shares associated with Restricted Stock Units dated 09/19/2022, and reports a sale of 8,697 shares on 03/17/2026. This is a disclosure of intent under resale rules, not an execution confirmation.

Timing and method for the proposed sale are not specified in the excerpt; subsequent filings or broker reports would show completed transactions.

Key Figures

Shares to be sold: 30,728 shares RSU grant date: 09/19/2022 Shares sold (past 3 months): 8,697 shares +2 more

5 metrics

Shares to be sold 30,728 shares listed on Form 144 as securities to be sold

RSU grant date 09/19/2022 Restricted Stock Units grant date

Shares sold (past 3 months) 8,697 shares sale recorded on 03/17/2026

Value reported for recent sale 6,609.72 amount listed alongside the 03/17/2026 sale entry

Form date 04/28/2026 date associated with the filing entry

Key Terms

Restricted Stock Units, Form 144, Rule 144

3 terms

Restricted Stock Units financial

"Common | 09/19/2022 | Restricted Stock Units"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

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.

Rule 144 regulatory

"Securities To Be Sold"

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.

FAQ

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

What does EXFY's Form 144 report?

It reports an intended sale of 30,728 shares. The notice lists Restricted Stock Units dated 09/19/2022 and signals a proposed resale under Rule 144 by a broker-dealer.

Who is the broker handling the sale reported in the EXFY filing?

Morgan Stanley Smith Barney LLC is listed as the broker-dealer. The filing gives the broker's address at 1 New York Plaza and identifies NASDAQ as the exchange.

Has any related sale already occurred for EXFY insider?

Yes. The filing records a sale of 8,697 shares on 03/17/2026. The entry shows proceeds or value of 6,609.72 associated with that sale in the excerpt.

What type of securities are being offered for sale in the EXFY notice?

The securities are Restricted Stock Units (RSUs) issued on 09/19/2022. The Form 144 lists those RSUs as the class of Common Stock subject to resale.

On which exchange is EXFY common stock listed per the filing?

The excerpt lists NASDAQ as the exchange. The filing also shows a date of 04/28/2026 associated with the Form 144 submission.

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

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Accepted by SEC EDGAR 04/28/2026 - 04:31 PM EDT 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	0002104456
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 Street, Ste 1600 San Francisco CALIFORNIA 94108
Phone	9713653939
Name of Person for Whose Account the Securities are To Be Sold	CARLOS ALVAREZ
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
COMMON	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza 8th Floor New York NY 10004	30728	29520.39	80888459	04/28/2026	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 *
Common	09/19/2022	Restricted Stock Units	Issuer			30728	09/19/2022	N/A

* 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
CARLOS ALVAREZ 88 Kearny Street, Ste 1600 San Francisco CA 94108	Common	03/17/2026	8697	6609.72

144: Remarks and Signature

Remarks	The securities to be sold were acquired upon the vesting of restricted stock units during the period of 9/19/2022 through 10/11/2024.
Date of Notice	04/28/2026
Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1	12/31/2025
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/ Carlos Alvarez
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)