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.
The Expensify, Inc. (Nasdaq: EXFY) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a public software and financial management platform, Expensify uses these filings to report financial results, describe material agreements, and update investors on key corporate developments.
Expensify’s recent Form 8-K filings include earnings announcements for quarters ended June 30 and September 30, where the company furnishes press releases summarizing revenue, free cash flow, net income or loss, and non-GAAP metrics such as adjusted EBITDA and non-GAAP net income. These 8-Ks also reference investor presentations made available on the company’s investor relations site, which provide additional context on business performance and strategy.
Other 8-K filings describe material definitive agreements and financing arrangements. For example, the company has reported the termination of a loan and security agreement with a bank lender, noting that there were no borrowings outstanding at termination and that related liens were released, as well as the entry into a letter of credit facility and security agreement that grants a security interest in substantially all assets of the company and its subsidiaries and governs irrevocable standby letters of credit.
Through Stock Titan, users can follow Expensify’s 8-Ks alongside its periodic reports such as 10-Q and 10-K when available, and use AI-powered summaries to interpret complex sections. These tools can help clarify definitions of non-GAAP measures like free cash flow, explain covenant and collateral language in credit agreements, and surface items related to liquidity, capital resources, and risk factors. Investors interested in EXFY can use this page to monitor new filings, review historical disclosures, and better understand how Expensify communicates its financial condition and obligations.
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.
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.