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.
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.
Expensify, Inc. (EXFY) – Form 144 filing discloses that insider Daniel Vidal intends to sell up to 9,000 Class A common shares through Merrill Lynch on or after 01 Aug 2025. At the 07/26/25 reference price (~$1.95), the planned sale is valued at $17,579.57.
The company has 80.40 million shares outstanding, so the proposed sale represents roughly 0.01 % of shares and 0.02 % of 3-month average daily volume (approx.). Form data show the shares were acquired via vested restricted stock on 24 Dec 2024. Recent insider activity by the same filer includes sales of 3,354 shares on 17 Jun 2025 for $7,647 and 909 shares on 30 May 2025 for $2,018.
- No corporate financial metrics, strategic updates, or operational disclosures accompany this filing.
- Form 144 is a notice only; the sale may or may not occur and does not create dilution.
Director Jason Fahr Mills of Expensify (EXFY) reported multiple transactions on Form 4:
- On June 13, 2025: Acquired 36,486 shares at $2.29 through Stock Purchase and Matching Plan (SPMP), plus received 17,083 matched shares at $0
- On June 15, 2025: Converted 3,821 RSUs to Class A Common Stock
- On June 17, 2025: Disposed of 4,068 shares at average price of $2.28 for tax obligations
Post-transactions, Mills holds 364,184 direct shares of Class A Common Stock. Additionally maintains significant indirect ownership through LT50 Common Stock holdings (534,925 shares) via LILIJK LLC and the Expensify Voting Trust. RSUs continue vesting quarterly with 64,961 units remaining. Notable feature: LT50 shares convert to Class A after 50-month notice period.
Expensify, Inc. (EXFY) – Form 4 insider activity filed 18-Jun-2025
Director Daniel Vidal reported a series of transactions between 13-Jun-2025 and 17-Jun-2025 that, in aggregate, increased his direct Class A share ownership from 261,714 to 295,817 shares (+34,103 shares). Key details:
- Open-market purchase: 22,316 Class A shares acquired on 13-Jun at $2.29 per share under the 2021 Stock Purchase & Matching Plan (SPMP).
- Matched award: 12,315 Class A shares granted on the same date at no cost under the SPMP.
- RSU settlement: 2,826 Class A shares delivered on 15-Jun following quarterly vesting of existing RSUs.
- Tax-related sale: 3,354 Class A shares sold on 17-Jun at a weighted-average $2.28 to cover withholding taxes for employees.
Derivative positions were adjusted to reflect the RSU conversion. Vidal now reports 48,030 unvested Class A RSUs, 48,030 LT50 RSUs, and 155,020 LT50 common shares (held indirectly through the Expensify Voting Trust). LT50 stock is convertible to Class A on a 1-for-1 basis after specific notice periods or when LT10/LT50 shares fall below 2 % of total common shares.
Implications for investors: The sizable net purchase—largely funded with personal capital—signals incremental insider confidence at a low share price. The only sale was purely tax-related and small relative to the overall purchase volume.
Expensify (EXFY) – Form 4 insider activity
CFO & Director Ryan Schaffer reported several equity transactions executed 13-17 June 2025.
- Open-market purchase: 8,428 Class A shares bought at $2.29 through the 2021 Stock Purchase & Matching Plan (SPMP).
- Matched grant: 5,382 additional shares received at $0 cost under the SPMP.
- RSU conversion: 3,923 vested RSUs settled into Class A shares.
- Tax-related sale: 1,883 shares sold at a weighted-average $2.28; proceeds used solely to cover withholding taxes.
Net effect: Schaffer’s direct Class A holding rose by 7,422 shares to 171,998 (+4.5%). He also retains 66,682 vested RSUs and 58,838 LT50 shares (indirect via Voting Trust) that are convertible 1-for-1 into Class A stock.
The discretionary purchases at market price—combined with the absence of material dispositions—suggest modest insider confidence. The filing contains no operational or earnings data; its relevance is limited to ownership changes.