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. reports planned transfers and recent dispositions of Class A Common stock. The filing lists proposed transactions effective 06/15/2026 including a SPMP Purchase of 8,204 shares and RSU vesting of 2,846 shares. The excerpt also records prior reported sales by Jason Mills of 6,770 shares on 03/17/2026 and 1,786 shares on 03/24/2026.
Expensify, Inc. (Class A Common) reports Rule 144 resale activity and compensation-related issuances. The excerpt lists a SPMP purchase of 7,426 shares and RSU vesting of 2,383 shares on 06/15/2026. The filing also discloses two past shareholder sales by Daniel Vidal: 6,158 shares on 03/17/2026 and 1,510 shares on 03/24/2026.
Expensify, Inc. insider sales reported via Form 144. Carlos Alvarez Divo filed proposed sales of Class A Common shares across multiple dates in March–May 2026, listing individual lots and proceeds. The filing also lists recent RSU vesting and compensation-related share issuances on June 15, 2026 and June 21, 2026.
Expensify, Inc. completed a tender offer to repurchase Class A common stock. The company accepted 6,053,023 shares at a purchase price of $1.20 per share, for a total cash cost of $7,263,627.60, subject to applicable withholding taxes. The shares accepted equal approximately 6.8% of Class A outstanding as of June 10, 2026. Payment will be made in cash and the depositary will promptly pay holders for shares accepted.
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.