Welcome to our dedicated page for Expensify SEC filings (Ticker: EXFY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Expensify, Inc. filings document the public-company disclosures of a software issuer focused on expense management, corporate cards, travel, bills, and related spend workflows. Form 8-K reports furnish quarterly and annual results, shareholder letters, and investor presentation materials that describe revenue, card activity, product development, partnerships, and financial condition.
The filing record also covers governance and capital-structure matters. Definitive proxy statements address annual meeting voting items, board matters, executive compensation, and equity awards, while material-event filings record credit and letter-of-credit arrangements, termination of financing agreements, registered Class A common stock, and Nasdaq continued-listing disclosures.
Insider transactions at Expensify, Inc. (EXFY): Chief Operating Officer Anuradha Muralidharan was awarded 3,805 Class A common shares under the companys 2021 Stock Purchase and Matching Plan on 08/19/2025 at no cash cost. The next day, 08/20/2025, the reporting person sold 1,558 Class A shares via the issuers broker to cover taxes related to awards; the weighted average sale price reported was $1.72 per share (sales ranged $1.70 $1.74). Following these transactions the reporting person beneficially owned 86,286 Class A shares. The Form 4 is signed by an attorney-in-fact on 08/22/2025.
Jason Fahr Mills, a director of Expensify, Inc. (EXFY), reported two transactions in Class A common stock on August 19–20, 2025. On 08/19/2025 he was awarded 5,604 shares under the company's 2021 Stock Purchase and Matching Plan at a reported acquisition price of $0 (award shares). On 08/20/2025 he sold 1,387 shares to cover taxes related to those awards at a weighted average sale price of $1.72 per share (sales occurred at prices ranging $1.70–$1.74). After these transactions, the reporting person beneficially owned 368,401 shares of Class A common stock. The Form 4 was signed on behalf of the reporting person by an attorney-in-fact, Ryan Schaffer, with a signature date of 08/22/2025.
Ryan Schaffer, Chief Financial Officer and a director of Expensify, Inc. (EXFY), reported two Section 16 transactions. On 08/19/2025 he was awarded 3,309 shares under the Expensify 2021 Stock Purchase and Matching Plan (SPMP), increasing his direct beneficial ownership to 175,307 shares. On 08/20/2025 he sold 1,203 shares at a weighted average price of $1.72, leaving him with 174,104 shares. The sale represented the reporting person’s pro rata portion of shares sold to cover taxes related to SPMP awards; the broker executed multiple transactions at prices ranging from $1.70 to $1.74. The Form 4 is signed by Mr. Schaffer on 08/22/2025.
Expensify, Inc. notice under Rule 144 reports a proposed sale of 1,203 Class A common shares through Morgan Stanley Smith Barney on 08/20/2025 with an aggregate market value of $2,069.16. The filer states these shares were acquired on 08/19/2025 from Expensify, Inc. via an SPMP contribution and were paid as compensation. The filing also discloses three prior Class A Common sales by the same person during the past three months: 716 shares on 05/30/2025 for $1,589.52, 1,883 shares on 06/17/2025 for $4,293.24, and 2,820 shares on 06/20/2025 for $6,260.40. The filer certifies no undisclosed material adverse information and provides a signature attesting to the representations.
Expensify, Inc. (EXFY) Rule 144 notice shows a proposed sale of 1,387 Class A common shares through Morgan Stanley Smith Barney on 08/20/2025 with an aggregate market value of $2,385.64. The filing reports the shares were acquired on 08/19/2025 from Expensify, Inc. as an SPMP contribution and paid as compensation. It also discloses three prior sales by the same beneficial owner in the past three months: 821 shares on 05/30/2025 for $1,822.62, 4,068 shares on 06/17/2025 for $9,275.04, and 1,869 shares on 06/20/2025 for $4,149.18. The filing states there is no known undisclosed material adverse information.
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.
This Form 144 for Expensify, Inc. (EXFY) notifies a proposed sale of 1,050 Class A common shares through Morgan Stanley Smith Barney LLC on 08/20/2025. The filing shows those 1,050 shares were acquired on 08/19/2025 via an SPMP contribution from Expensify, Inc. with payment characterized as compensation. The filing also discloses four sales by Daniel Vidal during the past three months: 909 shares on 05/30/2025 for $2,017.98; 3,354 shares on 06/17/2025 for $7,647.12; 1,582 shares on 06/20/2025 for $3,512.04; and 9,000 shares on 08/01/2025 for $17,550. The form includes the required representation that the seller is not aware of undisclosed material adverse information.
Expensify, Inc. (EXFY) Form 4 filing: Director Daniel Vidal reported the sale of 9,000 Class A common shares on 01-Aug-2025 at a weighted-average price of $1.95 per share. The transaction was executed under a Rule 10b5-1 trading plan adopted on 27-Dec-2024.
Following the sale, Vidal’s direct beneficial ownership stands at 286,817 shares. No derivative securities were involved and no additional transactions were disclosed. The disposition represents roughly 3% of his reported holdings and is immaterial relative to Expensify’s total share count. No changes to management roles, guidance, or financial performance metrics accompany this filing.
Form Type: Form 4 reporting insider transactions by David Michael Barrett, CEO and director of Expensify, Inc. (EXFY).
The filing reports dispositions on 08/01/2025 executed under a Rule 10b5-1 trading plan adopted 03/31/2025. The reporting person sold 210,676 shares at a weighted average price of $1.94 (prices ranged $1.92–$1.97). Following the reported transactions, the filing shows 30,000 shares held directly and 1,498,480 shares held indirectly via Barrett Trust LLC/Barrett Family Trust. The form is signed by an attorney-in-fact on 08/04/2025.