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.
Raymod James & Associates Inc submitted a Form 144 notice to sell 90,000 Class A common shares of Expensify, Inc. The filing lists prior dispositions in the past three months by related parties, including sales on 01/02/2026, 02/02/2026, 03/02/2026, 03/17/2026, and 03/24/2026.
Expensify, Inc. is soliciting proxies for its 2026 virtual Annual Meeting of Stockholders to be held May 22, 2026. The board asks holders of Class A, LT10 and LT50 common stock of record as of March 27, 2026 to vote on: election of eight directors; ratification of KPMG LLP as independent auditors for fiscal 2026; an advisory vote on executive compensation; and approval of alternative amendments to authorize a reverse stock split at a 1-for-15, 1-for-20 or 1-for-25 ratio with proportionate reductions in authorized shares. The Voting Trust holds all LT10 and LT50 shares and controls a majority of voting power, and the trustees expect to vote in favor of the board’s recommendations.
The Vanguard Group files an amendment reporting it beneficially owns 0% of Expensify Inc. The filing states 0 shares beneficially owned and 0 votes for the issuer's Common Stock. It explains an internal realignment on January 12, 2026 and says certain Vanguard subsidiaries now report separately in reliance on SEC Release No. 34-39538.
Expensify, Inc. appears in a Form 144 notice listing proposed transactions in Class A Common shares. The filing names Morgan Stanley Smith Barney LLC as broker and records planned entries of 3,333 and 3,922 shares tied to 03/15/2026 events. The notice also records a prior sale of 3,923 Class A shares on 12/30/2025 with an associated figure of 5962.96.
Expensify, Inc. (Class A Common) notice (Form 144) lists proposed sales and recent transactions by an affiliate related to compensation and an SPMP purchase. The filing shows 6,158 Class A shares tied to a SPMP Purchase on 03/15/2026 and 2,826 Class A shares from RSU Vesting on 03/15/2026. The excerpt also records a sale by Daniel Vidal of 2,468 Class A shares on 12/30/2025.
Expensify, Inc. reports proposed resale of Class A Common stock. The filing lists planned sales tied to a SPMP purchase of 6,770 shares and RSU vesting of 3,822, both dated 03/15/2026. The form also records 3,821 Class A shares sold on 12/30/2025, with an accompanying numeric entry 5807.92 shown in the table.
Expensify (Class A Common) Form 144 filing reports planned dispositions and recent transactions in the issuer's common stock. The filing lists Class A Common entries dated 03/15/2026 showing 6,230 shares tied to an "SPMP Purchase" and 2,467 shares from "RSU Vesting." It also discloses past sales by Carlos Alvarez Divo of 2,468 shares on 12/30/2025 and 6,504 shares on 12/31/2025. The filing is a routine insider resale notification of Class A Common shares.
David Barrett and Barrett Trust LLC filed Form 144 reporting sales of Class A Common stock of Expensify, Inc. The filing lists a sale of 14,463 shares on 12/30/2025 by David Barrett and three sales of 30,000 shares each by Barrett Trust LLC on 01/02/2026, 02/02/2026, and 03/02/2026. The filing also shows recent compensation-related issuances and RSU vesting on 03/15/2026.
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.