Expensify, Inc. ( EXFY )

May 29, 2026Item 8.01

May 26, 2026Item 5.07

May 13, 2026Item 7.01, 9.01

Recent EXFY Form 144 notices of proposed sale

An insider files Form 144 before selling restricted or control stock. It announces a planned sale. If the sale goes ahead, it shows up later on a Form 4.

Filed	Filer	Relationship	Shares	Market value	Notice
Sep 18, 2026	Ryan Schaffer	Director, Officer	3,291	$8K	View on EDGAR
Sep 18, 2026	Jason Mills	Director	6,865	$16K

EXFY insider trading FAQ

What is the latest insider trade for EXFY?

Expensify, Inc. (EXFY) has filed no insider reports in the last 90 days. The most recent on record is dated 2026-07-07. The full record for EXFY runs to 68 Form 4 filings, the earliest from 2024-10-09. InsiderAlpha adds new Form 4, Form 144 and 8-K filings as they arrive from SEC EDGAR.

How many insiders are buying EXFY stock?

No insider purchases of EXFY were filed in the last 90 days. 6 purchases are on record for this company.

How many insiders are selling EXFY stock?

No insider sales of EXFY were filed in the last 90 days. 72 sales are on record for this company.

Where can I see EXFY SEC filings (Form 4, 10-K, 10-Q, 8-K)?

This page collects EXFY Form 4 insider transactions, Form 144 sale notices and 8-K filings in one place. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.

More Information Technology companies with insider activity

Recent insider filings

The EDGAR links open each original Form 4, so you can check any number on this page against the filing it came from.

Jul 7, 2026 - Ellen Pao view on EDGAR
Jul 7, 2026 - Ying Liu view on EDGAR
Jul 7, 2026 - Timothy L. Christen view on EDGAR
Jun 26, 2026 - David Michael Barrett view on EDGAR
Jun 25, 2026 - Daniel Vidal view on EDGAR
Jun 25, 2026 - Ryan Schaffer view on EDGAR
Jun 25, 2026 - Jason Fahr Mills view on EDGAR
Jun 25, 2026 - David Michael Barrett view on EDGAR
Jun 16, 2026 - Divo Carlos Eduardo Alvarez view on EDGAR

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Learn more

What the Form 4 transaction codes mean: Grants, option exercises, gifts and tax withholding are not trades on the market. The codes say which is which.
Form 144 vs Form 4: A Form 144 announces a planned sale; the Form 4 reports it after it happens.
Insider activity in Information Technology: Where EXFY's peers are being bought and sold.
Every recent Form 4: The market-wide feed, updated as filings arrive from SEC EDGAR.

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Date

Insider

Transaction

Security

Price

Value

May 22, 2026

Ellen Pao - Director

Grant or award

Class A Common Stock

123,762^{footnote F1}

$0.00

Footnote F1 (shares): Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vest on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the next Annual Meeting following the grant date. Each RSU… Full note on SEC EDGAR

May 22, 2026

Ying Liu - Director

Grant or award

Class A Common Stock

123,762^{footnote F1}

$0.00

Footnote F1 (shares): Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vest on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the next Annual Meeting following the grant date. Each RSU… Full note on SEC EDGAR

May 22, 2026

Timothy L. Christen - Director

Grant or award

Class A Common Stock

123,762^{footnote F1}

$0.00

Footnote F1 (shares): Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vest on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the next Annual Meeting following the grant date. Each RSU… Full note on SEC EDGAR

Jun 23, 2026

David Michael Barrett - Officer

Grant or award

Stock Option

63,694

$0.00

Jun 23, 2026

David Michael Barrett - Officer

Grant or award

Stock Option

2,031,280

$0.00

Jun 23, 2026

Daniel Vidal - Director

Grant or award

Stock Option

1,160,447

$0.00

Jun 23, 2026

Ryan Schaffer - Officer

Grant or award

Stock Option

1,164,596

$0.00

Jun 23, 2026

Jason Fahr Mills - Director

Grant or award

Stock Option

1,160,447

$0.00

Jun 23, 2026

David Michael Barrett - Officer

Grant or award

Stock Option

2,094,974

$0.00

Jun 15, 2026

Open-market sale

Class A Common Stock

10,700

$1.28^{footnote F2}

$14K

Footnote F2 (price): The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.26 to $1.32, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of… Full note on SEC EDGAR

Mar 20, 2026

Grant or award

Class A Common Stock

33,633^{footnote F6}

$0.00

Mar 24, 2026

Open-market sale

Class A Common Stock

1,699^{footnote F7}

$0.84^{footnote F8}

$1K

Mar 30, 2026

Open-market sale

Class A Common Stock

12,451^{footnote F9}

$0.81^{footnote F10}

$10K

Mar 15, 2026

Option exercise

Restricted Stock Units

2,467

$0.00

Mar 15, 2026

Option exercise

Restricted Stock Units

2,467

$0.00

Mar 15, 2026

Option exercise

LT50 Common Stock

2,467

$0.00

Mar 13, 2026

Grant or award

Class A Common Stock

59,500^{footnote F1}

$0.82

$49K

Mar 13, 2026

Grant or award

Class A Common Stock

16,359^{footnote F2}

$0.00

Mar 15, 2026

Option exercise

Class A Common Stock

2,467

-^{footnote F3}

Mar 17, 2026

Open-market sale

Class A Common Stock

6,230^{footnote F4}

$0.76^{footnote F5}

$5K

Footnote F1 (shares): Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").
Footnote F2 (shares): Shares granted as matched shares pursuant to the SPMP.
Footnote F3 (price): Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock.
Footnote F4 (shares): Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer.
Footnote F5 (price): The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at… Full note on SEC EDGAR
Footnote F6 (shares): Shares awarded under the SPMP.
Footnote F7 (shares): Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer.
Footnote F8 (price): The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $0.82… Full note on SEC EDGAR
Footnote F9 (shares): Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares awarded under the SPMP for certain employees of the Issuer.
Footnote F10 (price): The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares awarded under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging… Full note on SEC EDGAR

Mar 15, 2026

Daniel Vidal - Director

Option exercise

Restricted Stock Units

2,826

$0.00

Mar 15, 2026

Daniel Vidal - Director

Option exercise

LT50 Common Stock

2,826

$0.00

Mar 13, 2026

Daniel Vidal - Director

Grant or award

Class A Common Stock

72,413^{footnote F1}

$0.82

$59K

Mar 13, 2026

Daniel Vidal - Director

Grant or award

Class A Common Stock

20,925^{footnote F2}

$0.00

Mar 15, 2026

Daniel Vidal - Director

Option exercise

Class A Common Stock

2,826

-^{footnote F3}

Mar 17, 2026

Daniel Vidal - Director

Open-market sale

Class A Common Stock

6,158^{footnote F4}

$0.76^{footnote F5}

$5K

Mar 24, 2026

Daniel Vidal - Director

Open-market sale

Class A Common Stock

1,510^{footnote F6}

$0.84^{footnote F7}

$1K

Mar 15, 2026

Daniel Vidal - Director

Option exercise

Restricted Stock Units

2,826

$0.00

Footnote F1 (shares): Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").
Footnote F2 (shares): Shares granted as matched shares pursuant to the SPMP.
Footnote F3 (price): Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock.
Footnote F4 (shares): Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer.
Footnote F5 (price): The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at… Full note on SEC EDGAR
Footnote F6 (shares): Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer.
Footnote F7 (price): The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $0.82… Full note on SEC EDGAR

Mar 15, 2026

Ryan Schaffer - Officer

Option exercise

Restricted Stock Units

3,922

$0.00

Mar 15, 2026

Ryan Schaffer - Officer

Option exercise

LT50 Common Stock

3,922

$0.00

Mar 13, 2026

Ryan Schaffer - Officer

Grant or award

Class A Common Stock

28,141^{footnote F1}

$0.82

$23K

Mar 13, 2026

Ryan Schaffer - Officer

Grant or award

Class A Common Stock

8,705^{footnote F2}

$0.00

Mar 15, 2026

Ryan Schaffer - Officer

Option exercise

Class A Common Stock

3,922

-^{footnote F3}

Mar 17, 2026

Ryan Schaffer - Officer

Open-market sale

Class A Common Stock

3,333^{footnote F4}

$0.76^{footnote F5}

$3K

Mar 24, 2026

Ryan Schaffer - Officer

Open-market sale

Class A Common Stock

2,700^{footnote F6}

$0.84^{footnote F7}

$2K

Mar 15, 2026

Ryan Schaffer - Officer

Option exercise

Restricted Stock Units

3,922

$0.00

Footnote F1 (shares): Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").
Footnote F2 (shares): Shares granted as matched shares pursuant to the SPMP.
Footnote F3 (price): Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock.
Footnote F4 (shares): Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer.
Footnote F5 (price): The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at… Full note on SEC EDGAR
Footnote F6 (shares): Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer.
Footnote F7 (price): The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $0.82… Full note on SEC EDGAR

Mar 15, 2026

Jason Fahr Mills - Director

Option exercise

Class A Common Stock

3,822

-^{footnote F3}

Mar 17, 2026

Jason Fahr Mills - Director

Open-market sale

Class A Common Stock

6,770^{footnote F4}

$0.76^{footnote F5}

$5K

Mar 24, 2026

Jason Fahr Mills - Director

Open-market sale

Class A Common Stock

1,786^{footnote F6}

$0.84^{footnote F7}

$2K

Mar 15, 2026

Jason Fahr Mills - Director

Option exercise

Restricted Stock Units

3,822

$0.00

Mar 15, 2026

Jason Fahr Mills - Director

Option exercise

Restricted Stock Units

3,822

$0.00

Mar 15, 2026

Jason Fahr Mills - Director

Option exercise

LT50 Common Stock

3,822

$0.00

Mar 13, 2026

Jason Fahr Mills - Director

Grant or award

Class A Common Stock

41,348^{footnote F1}

$0.82

$34K

Mar 13, 2026

Jason Fahr Mills - Director

Grant or award

Class A Common Stock

26,058^{footnote F2}

$0.00

Footnote F1 (shares): Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").
Footnote F2 (shares): Shares granted as matched shares pursuant to the SPMP.
Footnote F3 (price): Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock.
Footnote F4 (shares): Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer.
Footnote F5 (price): The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at… Full note on SEC EDGAR
Footnote F6 (shares): Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer.
Footnote F7 (price): The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $0.82… Full note on SEC EDGAR

Apr 1, 2026

David Michael Barrett - Officer

Open-market sale

Class A Common Stock

30,000

$0.85

$26K

Jun 1, 2026

David Michael Barrett - Officer

Open-market sale

Class A Common Stock

30,000

$1.15

$35K

May 15, 2026

Open-market sale

Class A Common Stock

10,000

$1.13^{footnote F2}

$11K

Footnote F2 (price): The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.11 to $1.14, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of… Full note on SEC EDGAR

May 1, 2026

David Michael Barrett - Officer

Open-market sale

Class A Common Stock

30,000

$1.08^{footnote F2}

$32K

Footnote F2 (price): The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.01 to $1.12, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of… Full note on SEC EDGAR

Apr 5, 2026

Ying Liu - Director

Grant or award

Class A Common Stock

5,376^{footnote F1}

$0.00

Footnote F1 (shares): Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vested immediately on the grant date. Each RSU represented a right to receive one share of Class A common stock.

Apr 28, 2026

Open-market sale

Class A Common Stock

30,728

$1.01^{footnote F2}

$31K

Footnote F2 (price): The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.00 to $1.04, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of… Full note on SEC EDGAR

Mar 3, 2026

Open-market purchase

Class A Common Stock

500,000

$0.97^{footnote F1}

$485K

Mar 4, 2026

Open-market purchase

Class A Common Stock

327,144

$1.02^{footnote F3}

$335K

Mar 6, 2026

Open-market purchase

Class A Common Stock

480,389

$0.96^{footnote F4}

$462K

Mar 9, 2026

Open-market purchase

Class A Common Stock

455,911

$0.95^{footnote F5}

$433K

Mar 11, 2026