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.
Liu Ying, a director of Expensify, Inc. (EXFY), received an award of 2,500 restricted stock units that vested immediately on the grant date of 10/05/2025. Each RSU converts into one share of Class A common stock and was granted at a conversion price of $0, increasing the director's reported beneficial ownership to 170,707 shares of Class A common stock. The award was made under the Non-Employee Director Compensation Program and is recorded on a Form 4 reporting the change in ownership.
Expensify insider transactions by COO/Director Anuradha Muralidharan show purchases, RSU settlements and subsequent sales in mid-September 2025. On 09/15/2025 the reporting person acquired 13,685 shares under the company stock purchase and matching plan at $1.94 and received 1,003 matched shares at no cost; vested RSUs totaling 3,168 settled into shares the same day. Over 09/16–09/19/2025 the reporting person sold 17,856 shares in multiple transactions at weighted average prices between $1.86 and $1.97 to cover tax obligations and other dispositions, leaving 58,475 Class A shares beneficially owned. The filer is listed as Chief Operating Officer and a company director, and certain shares are deposited into the Expensify Voting Trust while the reporting person retains investment control.
Insider transactions by Director Jason Fahr Mills at Expensify, Inc. (EXFY) On 09/15/2025 the reporting person acquired 42,947 shares of Class A common stock purchased under the 2021 Stock Purchase and Matching Plan at a weighted average price of $1.94 and received 20,006 matched shares at no cost. The same date shows settlement of 3,821 vested restricted stock units into Class A shares. Subsequent broker-assisted sales on 09/16/2025 and 09/18/2025 disposed of 4,921 and 1,812 shares at weighted average prices reported as $1.90 and $1.95, respectively. After these transactions the reporting person beneficially owned 426,573 shares of Class A common stock directly and retains indirect holdings through LT50 shares deposited in the company Voting Trust.
Expensify, Inc. (EXFY) director Daniel Vidal reported multiple transactions between 09/15/2025 and 09/18/2025. He acquired 41,681 Class A shares on 09/15/2025 consisting of 27,431 purchased under the 2021 Stock Purchase and Matching Plan (SPMP) at $1.94 each and 14,250 matched shares issued at $0.00. He also had vested RSUs settle into 2,825 Class A shares and 2,825 LT50 shares on 09/15/2025. Small sales occurred to cover taxes: 4,009 shares sold on 09/16/2025 at a weighted average ~$1.90 and 1,532 sold on 09/18/2025 at a weighted average ~$1.95. After these transactions Vidal beneficially owned 326,857 Class A shares (direct).
Ryan Schaffer, Chief Financial Officer and Director of Expensify, Inc. (EXFY), reported multiple insider transactions dated September 15–18, 2025. On 09/15/2025 he purchased 9,566 shares under the 2021 Stock Purchase and Matching Plan at $1.94 per share and received 6,098 matched shares at no cost. The filing also shows settlement of 3,922 vested restricted stock units into Class A and LT50 common stock. On 09/16/2025 and 09/18/2025 he sold a combined 4,936 shares to cover taxes at weighted average prices of approximately $1.90 and $1.95, respectively. After the reported transactions the filing shows beneficial ownership in Class A common stock of 185,937 shares, and certain LT50 shares were deposited into the Expensify Voting Trust while the reporting person retains investment and dispositive control.
Insider transactions by Expensify, Inc. (EXFY) show CEO and director David Barrett acquiring and settling equity awards and selling shares to cover taxes in mid-September 2025. On 09/15/2025 he was granted 6,507 matched Class A shares and 14,463 restricted stock units (RSUs) that settled into Class A and LT50 shares; the RSUs vest on a schedule through 12/15/2029. Sales occurred on 09/16/2025 (2,396 shares at a weighted average $1.90) and 09/18/2025 (10,262 shares at a weighted average $1.95) to cover tax obligations. Following these transactions he directly owned 218,661 Class A shares and indirectly held 1,468,480 shares via Barrett Trust LLC, with additional convertible LT50 holdings and 3,583,249 shares noted as indirectly owned.
Amended Form 4 for Expensify, Inc. (EXFY) shows that David Michael Barrett, who serves as both a director and the Chief Executive Officer, reported a sale of 10,589 shares of Class A common stock on 06/18/2025. The sale was executed to cover taxes related to RSU vesting and was reported at a weighted average price of $2.22, with individual sale prices ranging from $2.19 to $2.26. After the reported transaction, the filing states Mr. Barrett beneficially owned 200,087 shares directly. The Form is an amendment to the original Form 4 filed the same day and was signed by an attorney-in-fact, Ryan Schaffer, on 09/24/2025.
Ryan Schaffer, Chief Financial Officer and Director of Expensify, Inc. (EXFY), reported a sale of Class A common stock tied to RSU tax withholding. On 06/18/2025 the issuer sold 2,820 shares to cover taxes arising from RSU vesting at a weighted average price of $2.22 per share (individual sale prices ranged from $2.19 to $2.26). After the reported sale, the reporting person beneficially owned 169,178 shares, held directly. The Form 4/A clarifies the sale was a pro rata portion of shares sold by the issuer’s broker to satisfy tax withholding obligations related to employee RSU vesting and offers to provide detailed per-transaction pricing on request.
Jason Fahr Mills, a director of Expensify, Inc. (EXFY), amended a Form 4 to report a related sale on 06/18/2025 tied to taxes on RSU vesting. The filing shows 1,869 shares of Class A common stock were sold at a weighted average price of $2.22 to cover tax withholding from RSU vesting. After the sale, the reporting person beneficially owned 362,315 shares. The amendment clarifies timing and pricing, stating the sale occurred in multiple transactions at prices ranging from $2.19 to $2.26. The Form 4/A was executed by an attorney-in-fact.
Expensify, Inc. (EXFY) director Vidal Daniel reported an amended Form 4 showing a sale of 1,582 shares of Class A common stock on 06/18/2025 to cover taxes from RSU vesting. The weighted-average sale price was $2.22, with execution prices ranging from $2.19 to $2.26. After the sale, the reporting person beneficially owned 294,235 shares. The amendment explains the related sale was omitted from an earlier Form 4 filed the same date due to a delay in receiving underlying information. The Form 4/A is signed by an attorney-in-fact on 09/24/2025.