Expensify, Inc. Form 4 Filings

Liu Ying reported acquisition or exercise transactions in this Form 4 filing.

Expensify, Inc. director Ying Liu reported receiving an equity grant of 123,762 shares of Class A common stock in the form of restricted stock units. Following this award, Liu holds 306,962 Class A shares directly. The RSUs vest on the earlier of the first anniversary of the grant date or immediately before the next annual meeting, with each RSU delivering one share upon vesting.

Expensify, Inc. director Timothy L. Christen received an equity award of 123,762 shares of Class A common stock in the form of restricted stock units. These RSUs were granted under the Non-Employee Director Compensation Program at a price of $0.00 per share as compensation, not a market purchase.

The RSUs vest on the earlier of the first anniversary of the grant date or immediately before the next Annual Meeting following the grant date, and each RSU converts into one share of Class A common stock upon settlement. Following this award, Christen directly owns 413,516 shares of Class A common stock.

Liu Ying reported acquisition or exercise transactions in this Form 4 filing.

Expensify, Inc. director Liu Ying received an equity grant in the form of restricted stock units. The award covered 3,731 shares of Class A common stock and was granted at no cash cost as a compensation award, not a market purchase.

According to the footnote, these RSUs vested immediately on the grant date, with each unit delivering one share of Class A common stock. Following this grant, Liu Ying directly held 183,200 shares of Expensify Class A common stock.

Expensify, Inc. Chief Executive Officer David Michael Barrett reported receiving two stock option awards. On June 23, 2026, he was granted options covering 2,031,280 shares and 63,694 shares of Class A common stock, each with a $1.75 exercise price and expirations on June 23, 2036 and June 23, 2031, respectively. Both option grants vest in 16 equal quarterly installments deemed to have begun on April 12, 2025, and one of the reported options is fully vested and currently exercisable.

Expensify, Inc. director Daniel Vidal reported a compensation-related grant of stock options covering 1,160,447 shares of Class A common stock. The options have an exercise price of $1.75 per share and expire on June 23, 2036. They vest in 16 equal quarterly installments, deemed to have begun on April 12, 2025, meaning the award becomes exercisable over four years rather than all at once. Following this grant, Vidal holds 1,160,447 stock options directly.

Expensify, Inc. reported that Chief Financial Officer Ryan Schaffer received a stock option award covering 1,164,596 shares of Class A Common Stock. The option has an exercise price of $1.75 per share and expires on June 23, 2036.

The filing states that the option vests in 16 equal quarterly installments, deemed to have begun on April 12, 2025. Following this grant, Schaffer holds stock options for 1,164,596 underlying shares directly from this award.

Expensify, Inc. director Jason Fahr Mills received a grant of stock options covering 1,160,447 shares of Class A common stock. The options have an exercise price of $1.75 per share and expire on June 23, 2036.

The grant vests in 16 equal quarterly installments, deemed to have begun on April 12, 2025. Following this award, Mills holds options for 1,160,447 underlying shares, reflecting a compensation-related equity grant rather than an open-market trade.

Expensify, Inc. reported that Chief Executive Officer David Michael Barrett received a grant of stock options covering 2,094,974 shares of Class A common stock. The options have an exercise price of $1.75 per share and expire on June 23, 2036. The award vests in 16 equal quarterly installments deemed to have begun on April 12, 2025, meaning the options become exercisable gradually over four years as long as vesting conditions are met.

Expensify, Inc. director Carlos Eduardo Alvarez Divo reported an open-market sale of Class A Common Stock. He sold 10,700 shares at a weighted average price of $1.28 per share under a pre-arranged Rule 10b5-1 trading plan. Following this transaction, he directly holds 234,080 shares.

Expensify director Carlos Eduardo Alvarez Divo reported multiple equity compensation and related tax transactions in Class A common stock. He received shares through the 2021 Stock Purchase and Matching Plan and vested RSUs, and some shares were sold by the issuer’s broker to cover tax obligations. After these transactions, he directly holds 336,359 Class A shares.

Expensify, Inc. director Daniel Vidal reported a mix of equity grants, RSU settlements, and tax-related share sales. He received awards of 20,925 and 72,413 shares of Class A common stock on March 13, 2026, described as grants or other acquisitions. On March 15, 2026, vested restricted stock units settled into both Class A and LT50 common stock, each RSU delivering one underlying share.

To cover taxes for these equity awards, issuer’s broker sold 7,668 Class A shares on March 17 and 24, 2026 at weighted average prices around $0.76 and $0.84, allocated pro rata to Vidal according to footnotes. Following these transactions, he directly held 454,545 Class A shares. The filing characterizes the sales as tax-cover transactions rather than discretionary open-market selling.

Expensify, Inc. Chief Financial Officer Ryan Schaffer reported a mix of equity grants, RSU settlements, and tax-related share sales. On March 13, 2026, he acquired 28,141 shares of Class A common stock at $0.82 per share and 8,705 additional matched shares under the 2021 Stock Purchase and Matching Plan.

On March 15, 2026, vested restricted stock units settled into 3,922 shares of Class A common stock, with related movements in RSUs and LT50 common stock. On March 17 and March 24, 2026, a total of 6,033 Class A shares were sold by the issuer’s broker solely to cover tax obligations for matched shares and RSU vesting across certain employees, including Schaffer.

Following these transactions, Schaffer directly holds 238,671 shares of Class A common stock, along with indirect and derivative interests including 70,605 shares of LT50 common stock and 54,915 restricted stock units, reflecting ongoing equity-based compensation rather than discretionary net selling.

Expensify CEO David Barrett reported a mix of equity awards and tax-related sales. On March 15, 2026, 14,463 restricted stock units settled into Class A common stock and 14,463 RSUs settled into LT50 common stock. Subsequent broker-handled sales of 2,692 shares at $0.76 and 10,114 shares at $0.84 per share were executed to cover taxes for matched-share and RSU grants to certain employees. After these transactions, Barrett directly holds 221,144 Class A shares and retains substantial indirect interests through Barrett Trust LLC and the Expensify Voting Trust.

Expensify, Inc. director Jason Fahr Mills reported a mix of equity awards, RSU settlements, derivative conversions, and tax-related share sales. On March 13, he acquired 26,058 shares of Class A common stock and 41,348 shares under the 2021 Stock Purchase and Matching Plan, both classified as grants or awards. On March 15, vested restricted stock units settled into 3,822 shares of Class A common stock and 3,822 shares of LT50 Common Stock through derivative exercises at a conversion price of $0.00 per unit.

To cover tax obligations tied to matched shares and RSU vesting for certain employees, a broker sold an aggregate 8,556 shares of Class A common stock on March 17 at a weighted average price of $0.76 and on March 24 at a weighted average price of $0.84. Following these transactions, Mills directly holds 549,634 shares of Class A common stock, and indirectly holds LT50 Common Stock representing 534,925 underlying Class A shares through entities he controls.

Expensify, Inc. Chief Executive Officer David Michael Barrett reported an open-market sale of 30,000 shares of Class A Common Stock at $0.85 per share on April 1, 2026. The shares were sold by Barrett Trust LLC under a pre-arranged Rule 10b5-1 trading plan. Following the transactions, entities associated with Barrett hold 212,567 shares directly and 1,198,480 shares indirectly.

Expensify, Inc. Chief Executive Officer David Michael Barrett reported an open-market sale of 30,000 shares of Class A Common Stock at $1.15 per share on June 1, 2026. The sale was executed indirectly through Barrett Trust LLC under a Rule 10b5-1 trading plan adopted on March 31, 2025.

Following these transactions, Barrett holds 212,567 Class A shares directly. He also reports 1,228,480 Class A shares held indirectly through Barrett Trust LLC, where he oversees investment and voting decisions via related family trust structures.

Expensify, Inc. director Carlos Eduardo Alvarez Divo sold 10,000 shares of Class A common stock on May 15, 2026 in an open-market transaction at a weighted average price of $1.13 per share. The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 31, 2025, indicating it was scheduled in advance. Following the transaction, he directly owns 244,780 shares of Expensify, so the sale represents a relatively small portion of his reported holdings.

Expensify, Inc. Chief Executive Officer David Michael Barrett reported an open-market sale of Class A Common Stock under a pre-arranged Rule 10b5-1 trading plan adopted on March 31, 2025. On May 1, 2026, an entity associated with him, Barrett Trust LLC, sold 30,000 shares at a weighted average price of $1.08 per share, with individual sale prices ranging from $1.01 to $1.12. Following this sale, Barrett Trust LLC held 1,258,480 shares indirectly, while Barrett also held 212,567 shares directly.

Liu Ying reported acquisition or exercise transactions in this Form 4 filing.

Expensify, Inc. director Ying Liu reported receiving an equity award in the form of 5,376 shares of Class A common stock. The award was structured as restricted stock units under the Non-Employee Director Compensation Program and vested immediately on the grant date. After this grant, Ying Liu directly holds 179,469 shares of Class A common stock.

Expensify, Inc. director Carlos Eduardo Alvarez Divo reported an open-market sale of 30,728 shares of Class A Common Stock on April 28, 2026 at a weighted average price of $1.01 per share. The shares were sold in multiple trades between $1.00 and $1.04. The transactions were executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 31, 2025. Following this activity, he directly holds 254,780 shares.

Expensify, Inc. insider entities associated with Steven J. McLaughlin reported significant open-market purchases of Class A Common Stock. Over several transactions from March 3 to March 11, they bought a total of 2,263,444 shares at prices around $0.84–$1.02 per share.

After the latest purchase of 500,000 shares at $0.84 on March 11, indirect holdings reported in this Form 4 increased to 12,203,393 shares. The filing notes that shares are held through the Steven J. McLaughlin Revocable Trust and EXP 2020 SPV LP, with McLaughlin disclaiming beneficial ownership except for his pecuniary interest.

Expensify, Inc.'s Chief Executive Officer David Michael Barrett reported an open-market sale of 30,000 shares of Class A common stock at $0.90 per share. The sale was effected by Barrett Trust LLC, a manager-managed LLC whose investment and voting decisions are made by Barrett, under a pre-arranged Rule 10b5-1 trading plan adopted on March 31, 2025.

Following this transaction, entities associated with Barrett held 1,288,480 shares indirectly and he held 212,567 shares directly of Expensify Class A common stock.

Liu Ying reported acquisition or exercise transactions in this Form 4 filing.

Expensify director Ying Liu received an equity award in the form of restricted stock units. The Form 4 reports a grant of 3,386 shares of Expensify Class A common stock on January 5, 2026, at a stated price of $0.00 per share.

The award was made as part of the company’s Non-Employee Director Compensation Program and vested immediately on the grant date. Following this grant, Ying Liu’s directly owned Class A share balance increased to 174,093 shares, aligning director pay with shareholder interests through stock-based compensation.

Expensify, Inc.’s Chief Executive Officer and director David Michael Barrett reported a Rule 10b5‑1 plan sale of Class A common stock linked to Barrett Trust LLC. On February 2, 2026, Barrett Trust LLC sold 30,000 shares at a weighted average price of $1.45 per share, with individual trades between $1.43 and $1.47.

Following this transaction, 1,318,480 Class A shares were held indirectly through Barrett Trust LLC, and 212,567 Class A shares were held directly by Barrett.

Expensify, Inc. director Carlos Eduardo Alvarez Divo reported several transactions in the company’s equity. On December 30 and 31, 2025, he sold 2,468 and 6,504 shares of Class A common stock at weighted average prices of $1.52 and $1.50, respectively. The footnotes state these sales represent his pro rata portion of shares sold by the issuer’s broker to cover taxes upon the vesting of restricted stock units for certain employees, rather than discretionary open-market sales.

On December 31, 2025 and January 4–5, 2026, he exchanged 20,441, 7,839, and 5,312 shares of Class A common stock for an equal number of LT10 Common Stock in transactions coded “J.” The LT10 shares are convertible into Class A on a one‑to‑one basis after certain notice requirements and will automatically convert if LT10 and LT50 together fall below 2% of total common stock. These LT10 shares were deposited into the Expensify Voting Trust, where he retains investment control and dispositive power. After these moves, he directly holds 285,508 Class A shares and indirectly holds 217,759 LT10 shares.

Expensify, Inc. director reports recent stock transactions under a company plan. On 12/15/2025, the reporting person acquired 43,115 shares of Class A common stock at $1.65 per share under the Expensify, Inc. 2021 Stock Purchase and Matching Plan and received an additional 23,127 matched shares at no cost. On 12/17/2025, 5,853 shares were sold at a weighted average price of $1.55 per share to cover taxes for matched share grants for certain employees. After these transactions, the director beneficially owned 486,962 Class A common shares held directly.

Expensify, Inc. director reported several equity transactions in company Class A common stock. On 12/15/2025, the director acquired 36,318 shares at $1.65 per share through the Expensify, Inc. 2021 Stock Purchase and Matching Plan. On the same date, the director received an additional 16,711 matched shares under this plan at a price of $0, reflecting an equity grant rather than a cash purchase.

On 12/17/2025, the director sold 4,837 shares at a weighted average price of $1.55 per share, representing the director's pro rata portion of shares sold by the issuer's broker to cover tax obligations for matched share grants to certain employees. Following these transactions, the director beneficially owned 366,049 shares of Expensify Class A common stock, held directly.

Expensify, Inc. insider activity shows plan-based share purchases, matched shares, and a small tax-related sale. A director and Chief Operating Officer acquired 18,571 shares of Class A common stock on 12/15/2025 at $1.65 per share under Expensify’s 2021 Stock Purchase and Matching Plan. On the same date, the insider received an additional 1,247 matched shares at a price of $0 under the same plan. On 12/17/2025, the insider sold 523 shares at a weighted average price of $1.55, with the sale described as part of broker-executed transactions to cover taxes for matched share grants to certain employees. After these transactions, the insider directly beneficially owned 77,770 Class A shares.

Expensify, Inc.'s Chief Executive Officer and director reported recent transactions in Class A common stock. On 12/15/2025, the reporting person acquired 6,712 shares at $0 as matched shares under Expensify's 2021 Stock Purchase and Matching Plan, increasing their direct holdings. On 12/17/2025, they disposed of 2,544 shares in a sale reported with a weighted average price of $1.55 per share to cover taxes for matched share grants to certain employees, with actual sale prices ranging from $1.43 to $1.58.

Following these transactions, the reporting person directly beneficially owned 212,567 Class A shares and indirectly beneficially owned 1,378,480 Class A shares through Barrett Trust LLC, whose investment and voting decisions are controlled by the reporting person via a family trust.

Expensify, Inc. insider Ryan Schaffer, the Chief Financial Officer and a director, reported several Class A common stock transactions in mid-December 2025. On 12/15/2025, he acquired 13,555 shares at $1.65 per share and received an additional 7,076 matched shares at a price of $0, both pursuant to Expensify's 2021 Stock Purchase and Matching Plan. On 12/17/2025, he sold 2,632 shares at a weighted average price of $1.55 per share, in transactions used to cover taxes related to matched share grants for certain employees. After these transactions, Schaffer directly held 203,936 shares of Expensify Class A common stock.

Expensify, Inc. disclosed that its chief executive officer and director sold 30,000 shares of Class A common stock on December 1, 2025, reported on a Form 4 insider transaction filing and effected under a Rule 10b5-1 trading plan adopted on March 31, 2025.

The shares were sold at a weighted average price of $1.52, with individual sale prices ranging from $1.52 to $1.53. Following this transaction, the reporting person beneficially owned 1,378,480 Class A shares indirectly through Barrett Trust LLC and 208,399 Class A shares directly.

Expensify, Inc. (EXFY) reported an insider purchase by a director. On 11/11/2025, the director bought 40,000 shares of Class A common stock with transaction code P at a weighted average price of $1.43. Following the trade, the insider beneficially owns 289,754 shares, held directly.

The filing notes the shares were purchased in multiple transactions within a $1.42–$1.44 price range, and the insider will provide detailed breakdowns upon request as customary.

Expensify (EXFY): A company director reported selling 9,000 shares of Class A common stock on 11/03/2025 at a weighted average price of $1.6. The sale was made pursuant to a Rule 10b5-1 trading plan adopted on December 27, 2024. Following the transaction, the director directly beneficially owns 317,857 shares.

The shares were sold in multiple trades within a price range of $1.59 to $1.63, and detailed trade breakdowns are available upon request.

Expensify (EXFY): CEO sale reported on Form 4. The reporting person, who serves as Chief Executive Officer and Director, sold 30,000 shares of Class A Common Stock on 11/03/2025 under a Rule 10b5-1 trading plan adopted on March 31, 2025. The weighted average sale price was $1.60, with individual trades ranging from $1.59 to $1.63.

Following the transaction, the filing shows 1,408,480 shares beneficially owned indirectly (see note regarding Barrett Trust LLC) and 208,399 shares owned directly. The filing was signed by an attorney-in-fact on 11/06/2025.

Liu Ying, a director of Expensify, Inc. (EXFY), received an award of 2,500 restricted stock units that vested immediately on the grant date of 10/05/2025. Each RSU converts into one share of Class A common stock and was granted at a conversion price of $0, increasing the director's reported beneficial ownership to 170,707 shares of Class A common stock. The award was made under the Non-Employee Director Compensation Program and is recorded on a Form 4 reporting the change in ownership.

Expensify insider transactions by COO/Director Anuradha Muralidharan show purchases, RSU settlements and subsequent sales in mid-September 2025. On 09/15/2025 the reporting person acquired 13,685 shares under the company stock purchase and matching plan at $1.94 and received 1,003 matched shares at no cost; vested RSUs totaling 3,168 settled into shares the same day. Over 09/16–09/19/2025 the reporting person sold 17,856 shares in multiple transactions at weighted average prices between $1.86 and $1.97 to cover tax obligations and other dispositions, leaving 58,475 Class A shares beneficially owned. The filer is listed as Chief Operating Officer and a company director, and certain shares are deposited into the Expensify Voting Trust while the reporting person retains investment control.

Insider transactions by Director Jason Fahr Mills at Expensify, Inc. (EXFY) On 09/15/2025 the reporting person acquired 42,947 shares of Class A common stock purchased under the 2021 Stock Purchase and Matching Plan at a weighted average price of $1.94 and received 20,006 matched shares at no cost. The same date shows settlement of 3,821 vested restricted stock units into Class A shares. Subsequent broker-assisted sales on 09/16/2025 and 09/18/2025 disposed of 4,921 and 1,812 shares at weighted average prices reported as $1.90 and $1.95, respectively. After these transactions the reporting person beneficially owned 426,573 shares of Class A common stock directly and retains indirect holdings through LT50 shares deposited in the company Voting Trust.

Expensify, Inc. (EXFY) director Daniel Vidal reported multiple transactions between 09/15/2025 and 09/18/2025. He acquired 41,681 Class A shares on 09/15/2025 consisting of 27,431 purchased under the 2021 Stock Purchase and Matching Plan (SPMP) at $1.94 each and 14,250 matched shares issued at $0.00. He also had vested RSUs settle into 2,825 Class A shares and 2,825 LT50 shares on 09/15/2025. Small sales occurred to cover taxes: 4,009 shares sold on 09/16/2025 at a weighted average ~$1.90 and 1,532 sold on 09/18/2025 at a weighted average ~$1.95. After these transactions Vidal beneficially owned 326,857 Class A shares (direct).

Ryan Schaffer, Chief Financial Officer and Director of Expensify, Inc. (EXFY), reported multiple insider transactions dated September 15–18, 2025. On 09/15/2025 he purchased 9,566 shares under the 2021 Stock Purchase and Matching Plan at $1.94 per share and received 6,098 matched shares at no cost. The filing also shows settlement of 3,922 vested restricted stock units into Class A and LT50 common stock. On 09/16/2025 and 09/18/2025 he sold a combined 4,936 shares to cover taxes at weighted average prices of approximately $1.90 and $1.95, respectively. After the reported transactions the filing shows beneficial ownership in Class A common stock of 185,937 shares, and certain LT50 shares were deposited into the Expensify Voting Trust while the reporting person retains investment and dispositive control.

Insider transactions by Expensify, Inc. (EXFY) show CEO and director David Barrett acquiring and settling equity awards and selling shares to cover taxes in mid-September 2025. On 09/15/2025 he was granted 6,507 matched Class A shares and 14,463 restricted stock units (RSUs) that settled into Class A and LT50 shares; the RSUs vest on a schedule through 12/15/2029. Sales occurred on 09/16/2025 (2,396 shares at a weighted average $1.90) and 09/18/2025 (10,262 shares at a weighted average $1.95) to cover tax obligations. Following these transactions he directly owned 218,661 Class A shares and indirectly held 1,468,480 shares via Barrett Trust LLC, with additional convertible LT50 holdings and 3,583,249 shares noted as indirectly owned.

Amended Form 4 for Expensify, Inc. (EXFY) shows that David Michael Barrett, who serves as both a director and the Chief Executive Officer, reported a sale of 10,589 shares of Class A common stock on 06/18/2025. The sale was executed to cover taxes related to RSU vesting and was reported at a weighted average price of $2.22, with individual sale prices ranging from $2.19 to $2.26. After the reported transaction, the filing states Mr. Barrett beneficially owned 200,087 shares directly. The Form is an amendment to the original Form 4 filed the same day and was signed by an attorney-in-fact, Ryan Schaffer, on 09/24/2025.

Ryan Schaffer, Chief Financial Officer and Director of Expensify, Inc. (EXFY), reported a sale of Class A common stock tied to RSU tax withholding. On 06/18/2025 the issuer sold 2,820 shares to cover taxes arising from RSU vesting at a weighted average price of $2.22 per share (individual sale prices ranged from $2.19 to $2.26). After the reported sale, the reporting person beneficially owned 169,178 shares, held directly. The Form 4/A clarifies the sale was a pro rata portion of shares sold by the issuer’s broker to satisfy tax withholding obligations related to employee RSU vesting and offers to provide detailed per-transaction pricing on request.

Jason Fahr Mills, a director of Expensify, Inc. (EXFY), amended a Form 4 to report a related sale on 06/18/2025 tied to taxes on RSU vesting. The filing shows 1,869 shares of Class A common stock were sold at a weighted average price of $2.22 to cover tax withholding from RSU vesting. After the sale, the reporting person beneficially owned 362,315 shares. The amendment clarifies timing and pricing, stating the sale occurred in multiple transactions at prices ranging from $2.19 to $2.26. The Form 4/A was executed by an attorney-in-fact.

Expensify, Inc. (EXFY) director Vidal Daniel reported an amended Form 4 showing a sale of 1,582 shares of Class A common stock on 06/18/2025 to cover taxes from RSU vesting. The weighted-average sale price was $2.22, with execution prices ranging from $2.19 to $2.26. After the sale, the reporting person beneficially owned 294,235 shares. The amendment explains the related sale was omitted from an earlier Form 4 filed the same date due to a delay in receiving underlying information. The Form 4/A is signed by an attorney-in-fact on 09/24/2025.

Expensify, Inc. (EXFY) Form 4/A: This amended Form 4 discloses that Anuradha Muralidharan, Chief Operating Officer and director, had a related sale of 2,566 shares of Class A common stock on 06/18/2025 at a weighted average price of $2.22 per share to cover taxes tied to RSU vesting. After that sale, the reporting person beneficially owned 81,473 shares, held directly. The filing clarifies the prior Form 4 reporting of the RSU vesting and provides an explanation that the sale information was delayed and reported now via this amendment. The Form includes a statement that the trade prices ranged from $2.19 to $2.26 and offers to provide detailed per‑trade information on request.