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.
Expensify, Inc. (EXFY) Form 4/A: This amended Form 4 discloses that Anuradha Muralidharan, Chief Operating Officer and director, had a related sale of 2,566 shares of Class A common stock on 06/18/2025 at a weighted average price of $2.22 per share to cover taxes tied to RSU vesting. After that sale, the reporting person beneficially owned 81,473 shares, held directly. The filing clarifies the prior Form 4 reporting of the RSU vesting and provides an explanation that the sale information was delayed and reported now via this amendment. The Form includes a statement that the trade prices ranged from $2.19 to $2.26 and offers to provide detailed per‑trade information on request.
Form 144 notice for Expensify, Inc. (EXFY) reports a proposed sale of 14,961 common shares through Morgan Stanley Smith Barney LLC on 09/19/2025, with an aggregate market value of $28,961.93 and 92,650,580 shares outstanding. The filer acquired most shares via the Employee Stock Purchase Plan on 09/12/2025 (14,279 shares, paid in cash) and 682 shares as restricted stock on 09/15/2025. The filing also discloses four sales by the same person in the past three months totaling 29,698 shares for gross proceeds of $58,391.06. The notice includes the required representation that the seller has no undisclosed material adverse information.
Form 144 filed for Expensify, Inc. (EXFY) reports a proposed sale of 5,858 Class A Common shares with an aggregate market value of 11,130.20, scheduled approximately for 09/15/2025 on NASDAQ. The securities were acquired on 09/15/2025 as a combination of a SPMP purchase (3,969 shares) and RSU vesting (1,889 shares), with the stated nature of payment as compensation. The notice identifies prior sales by the same seller, Daniel Vidal, totaling 14,986 shares in the past three months for gross proceeds of 30,515.16. The filer certifies there is no undisclosed material adverse information as of the signature.
Form 144 notice for Expensify, Inc. (EXFY) reports a proposed sale of 5,550 Class A common shares through Morgan Stanley Smith Barney on 09/15/2025. The filing lists the issuer's outstanding shares as 80,549,275 and an aggregate market value shown as 10,545. The shares to be sold were acquired on 09/15/2025 as compensation: 2,182 via SPMP purchase and 3,368 from RSU vesting. The filer also disclosed three prior sales in the past three months by Ryan Schaffer totaling 5,886 shares with gross proceeds of $12,622.80. The notice includes the standard signature representation about absence of undisclosed material adverse information.
This Form 144 for Expensify, Inc. (EXFY) notifies of a proposed sale of 7,105 Class A Common shares through Morgan Stanley Smith Barney LLC on 09/15/2025, with an aggregate market value listed as 13,499.5 and 80,549,275 shares outstanding. The filing lists acquisition details showing 4,872 shares from an SPMP purchase and 2,233 shares from RSU vesting, both dated 09/15/2025 and paid as compensation. It also discloses three sales by the same account in the past three months: 4,068 shares on 06/17/2025, 1,869 on 06/20/2025, and 1,387 on 08/20/2025, with gross proceeds reported for each. The signer attests there is no undisclosed material adverse information.
Expensify, Inc. (EXFY) Form 144 records a proposed sale of 3,470 Class A common shares through Morgan Stanley Smith Barney on 09/15/2025, with an aggregate market value of $6,593. The filing shows those shares were acquired the same day: 405 via SPMP purchase and 3,065 from RSU vesting, both listed as compensation. The filer also disclosed four prior sales in the past three months totaling 29,890 shares for gross proceeds of $55,539.46. The notice includes the mandatory representation that no undisclosed material adverse information is known.
Reporting person: Barrett David Michael, Chief Executive Officer and Director of Expensify, Inc. (EXFY). Transaction: On 09/02/2025 the reporting person sold Class A common stock under a Rule 10b5-1 trading plan adopted March 31, 2025. The filing reports a sale of 30,000 shares at a weighted average price of $1.92 (prices ranged $1.91 to $1.94). The Form 4 also shows a separate disposal of 210,676 Class A shares. Post-transaction ownership: The reporting person beneficially owns 1,468,480 shares indirectly through Barrett Trust LLC, for which he is trustee and manager. The Form 4 was signed by an attorney-in-fact on 09/05/2025.
Expensify, Inc. (EXFY) Form 4: The reporting person, Muralidharan Anuradha, who is listed as Chief Operating Officer and a director, reported the sale of 25,245 shares of Class A common stock on 08/27/2025 at a weighted average price of $1.94 to $1.96. After the reported transaction the reporting person beneficially owned 61,041 shares (direct ownership). The filing was executed by attorney-in-fact Ryan Schaffer and includes a footnote that the reported price is a weighted average from multiple sales.
Expensify, Inc. (EXFY) Form 144 records a proposed sale of 25,245 common shares, with an aggregate market value of $49,076.30, to be sold approximately on 08/27/2025 through Morgan Stanley Smith Barney LLC on NASDAQ. The filing lists the seller as Anuradha Muralidharan and shows recent acquisitions including restricted stock dated 12/02/2024 and employee stock purchase plan shares acquired 06/14/2023 (23,247 shares, paid in cash). The form also discloses multiple small sales by the same person in the prior three months (most recently 1,558 shares on 08/20/2025). The filer certifies no undisclosed material adverse information.
Daniel Vidal, a director of Expensify, Inc. (EXFY), reported non-derivative transactions in the company’s Class A common stock. The filing discloses an award of 3,707 shares under the Expensify 2021 Stock Purchase and Matching Plan, recorded as acquired on 08/19/2025 at no cash price. The following day the reporting person disposed of 1,050 shares via brokered sales to cover taxes at a weighted average price of $1.72 per share (sales ranged from $1.70 to $1.74).
After these transactions the reporting person beneficially owned 289,474 shares of Class A common stock. The sale represents the reporting person’s pro rata portion of shares sold to cover tax obligations related to the SPMP awards; the filer offers to provide detailed per-price sale breakdown on request.