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. 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. amended its Schedule TO to report preliminary results for its cash tender offer to purchase up to $25,000,000 of Class A common stock at a per-share price between $0.98 and $1.20. The tender offer expired at 12:00 midnight, New York City time, at the end of the day on June 10, 2026.
The amendment states a press release announcing preliminary results was issued on June 11, 2026 and is filed as Exhibit (a)(5)(ii).
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. filed Amendment No. 1 to its Schedule TO to amend its previously announced tender offer to repurchase up to $25,000,000 of Class A common stock at a price per share of not less than $0.98 and not more than $1.20. The amendment updates the Offer to Purchase’s incorporation by reference to list Current Reports on Form 8-K filed on April 21, 2026, May 27, 2026 and May 29, 2026.
Expensify, Inc. reports that it has resolved a Nasdaq listing issue related to its share price. On April 17, 2026, the company received a deficiency letter after its Class A common stock closed below $1.00 per share for 30 consecutive business days, breaching Nasdaq’s Minimum Bid Price Requirement under Listing Rule 5450(a)(1).
Nasdaq later notified Expensify that, from May 13, 2026 to May 27, 2026, the stock’s closing bid price had been at or above $1.00 for 10 straight business days. As of May 28, 2026, the company has regained compliance and Nasdaq considers the matter closed.
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.