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. 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.
Expensify, Inc. describes its cloud-based expense management platform focused on small and medium-sized businesses and their employees. Since founding, it has added over 15 million members and processed more than 1.8 billion expense transactions as of December 31, 2025.
For the quarter ended December 31, 2025, an average of 650,000 paid members across about 39,700 companies in over 200 countries and territories used Expensify. The company outlines a viral, bottom-up business model, multi-feature platform including the Expensify Card and travel tools, and a culture-driven, flat organization.
Expensify highlights extensive risk factors, including fluctuating results, intense competition, regulatory complexity, data security, economic and geopolitical uncertainty, and a multi-class share structure with voting control concentrated in a Voting Trust and an Executive Committee.
Expensify reported mixed results for Q4 and full-year 2025. Q4 revenue was $35.2 million, down 5% year over year, and the quarter’s net loss widened to $7.1 million from $1.3 million. For 2025, revenue edged up 2% to $142.1 million, but the net loss more than doubled to $21.4 million, while non-GAAP net income was $5.2 million and adjusted EBITDA was $16.9 million.
The company generated $20.1 million in operating cash flow and $19.9 million in free cash flow in 2025 and ended the year with $63.1 million in cash and cash equivalents and no debt. Paid members were 650,000, down 5% year over year, though slightly above Q3 2025. Expensify Card interchange revenue grew 24% to $21.3 million, and Expensify Travel quarterly bookings rose 434% in Q4 versus a year earlier. The company repurchased about 4.8 million Class A shares for roughly $9.1 million in 2025 and now guides 2026 free cash flow to a lower range of $6.0 million to $9.0 million.
Liu Ying reported acquisition or exercise transactions in this Form 4 filing.
Expensify director Ying Liu received an equity award in the form of restricted stock units. The Form 4 reports a grant of 3,386 shares of Expensify Class A common stock on January 5, 2026, at a stated price of $0.00 per share.
The award was made as part of the company’s Non-Employee Director Compensation Program and vested immediately on the grant date. Following this grant, Ying Liu’s directly owned Class A share balance increased to 174,093 shares, aligning director pay with shareholder interests through stock-based compensation.