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Expensify, Inc.

EXFY
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0001476840

No open-market purchases or sales by Expensify, Inc. insiders were filed in the last 90 days; 100 institutions reported holding it in 13F filings for Q2 2026, worth $49.1M in total; no superinvestor holds it.

Open-market trades, last 90 days

Open-market purchases (P) and sales (S) by Expensify, Inc. insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.

Open-market buys
0 filings
Open-market sells
0 filings
Insiders trading
0
Net value
$0
Purchases minus sales

Insider roster

Directors, officers and 10% owners who have filed a Form 4 for Expensify, Inc., current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.

Insider roster for Expensify, Inc.
NameTitleLast reported holdingLast filingFilings, past year
Pao EllenDirector292,770Jul 7, 20261
Liu YingDirector306,962Jul 7, 20265
Christen Timothy LDirector413,516Jul 7, 20262
Barrett David MichaelChief Executive Officer221,144Jun 26, 202612
Schaffer RyanChief Financial Officer238,671Jun 25, 20264
Mills Jason FahrDirector549,634Jun 25, 20264
Vidal DanielDirector454,545Jun 25, 20265
Alvarez Divo Carlos EduardoDirector234,080Jun 16, 20265
McLaughlin Steven J.10% Owner12,203,393IndirectMar 18, 20261
Exp 2020 SPV LP10% Owner12,203,393IndirectMar 18, 20261
Steven J. McLaughlin Revocable Trust10% Owner12,203,393IndirectMar 18, 20261
SF Roofdeck GP LLC10% Owner12,203,393IndirectMar 18, 20261
Muralidharan AnuradhaChief Operating Officer80,938Jan 5, 20262
OpenView Venture Partners IV, L.P.10% Owner0IndirectAug 3, 20230
OpenView Affiliates Fund IV, L.P.10% Owner0IndirectAug 3, 20230
OpenView General Partner IV, L.P.10% Owner0IndirectAug 3, 20230
OpenView Management, LLC10% Owner0IndirectAug 3, 20230
DeMartini James G B III10% Owner2,109,017Jul 26, 20220
Unameit Trust under Declaration of Trust dated March 10, 200010% Owner2,109,017Jul 26, 20220
Hillsven LLC10% Owner2,109,017Jul 26, 20220
FBHR Associates LLC10% Owner2,109,017Jul 26, 20220
Martirano DavidOther: See Remarks429,544IndirectJun 6, 20220
Bartlett Blake CharlesDirector–Nov 17, 20210
Stankiewicz Witold10% Owner6,516,640Nov 10, 20210
Octopus Head, Inc10% Owner6,516,640Nov 10, 20210
415 Foundation10% Owner6,516,640Nov 10, 20210

Insider trades

Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.

Insider trades
Filed (ET)Trade dateFiling delayInsiderTransactionSharesAvg priceValueHolding changeFlags
Jun 16, 2026 (view filing)Jun 151 dayAlvarez Divo Carlos EduardoDirectorSSaleClass A Common Stock−10.7K$1.28−$13.7K−4.4%234.1K after10b5-1
Jun 11, 2026 (view filing)Mar 17-3086 daysLateAlvarez Divo Carlos EduardoDirectorSSaleClass A Common Stock−20.4K$0.7972−$16.2K−5.7%336.4K after3 lots
Jun 11, 2026 (view filing)Mar 17-2486 daysLateBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−12.8K$0.8232−$10.5K−5.5%221.1K after2 lots
Jun 11, 2026 (view filing)Apr 171 daysLateBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−30.0K$0.85−$25.5K−2.4%1.20M after10b5-1
Jun 11, 2026 (view filing)Mar 17-2486 daysLateVidal DanielDirectorSSaleClass A Common Stock−7.67K$0.7758−$5.95K−1.7%454.5K after2 lots
Jun 11, 2026 (view filing)Mar 17-2486 daysLateMills Jason FahrDirectorSSaleClass A Common Stock−8.56K$0.7767−$6.65K−1.5%549.6K after2 lots
Jun 11, 2026 (view filing)Mar 17-2486 daysLateSchaffer RyanChief Financial OfficerSSaleClass A Common Stock−6.03K$0.7958−$4.80K−2.5%238.7K after2 lots
Jun 2, 2026 (view filing)Jun 11 dayBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−30.0K$1.15−$34.5K−2.4%1.23M after10b5-1
May 28, 2026 (view filing)May 1513 daysLateAlvarez Divo Carlos EduardoDirectorSSaleClass A Common Stock−10.0K$1.13−$11.3K−3.9%244.8K after10b5-1
May 11, 2026 (view filing)May 110 daysLateBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−30.0K$1.08−$32.4K−2.3%1.26M after10b5-1
Apr 30, 2026 (view filing)Apr 282 daysAlvarez Divo Carlos EduardoDirectorSSaleClass A Common Stock−30.7K$1.01−$31.0K−10.8%254.8K after10b5-1
Mar 18, 2026 (view filing)3:37 PM ETMar 3-1115 daysLateMcLaughlin Steven J. and 3 others10% OwnerPPurchaseClass A Common Stock+2.26M$0.9429+$2.13M+22.8%12.2M after5 lots
Mar 3, 2026 (view filing)Mar 21 dayBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−30.0K$0.90−$27.0K−2.3%1.29M after10b5-1
Feb 4, 2026 (view filing)Feb 22 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−30.0K$1.45−$43.5K−2.2%1.32M after10b5-1
Jan 12, 2026 (view filing)Dec 30-31, 202513 daysLateAlvarez Divo Carlos EduardoDirectorSSaleClass A Common Stock−8.97K$1.51−$13.5K−2.7%319.1K after2 lots
Jan 5, 2026 (view filing)Dec 30, 20256 daysLateBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−14.5K$1.52−$22.0K−6.4%212.6K after10b5-1
Jan 5, 2026 (view filing)Jan 23 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−30.0K$1.50−$45.0K−2.2%1.35M after10b5-1
Jan 5, 2026 (view filing)Dec 30, 20256 daysLateVidal DanielDirectorSSaleClass A Common Stock−2.83K$1.52−$4.29K−0.8%366.0K after
Jan 5, 2026 (view filing)Dec 30, 20256 daysLateMills Jason FahrDirectorSSaleClass A Common Stock−3.82K$1.52−$5.81K−0.8%487.0K after
Jan 5, 2026 (view filing)Dec 30, 20256 daysLateSchaffer RyanChief Financial OfficerSSaleClass A Common Stock−3.92K$1.52−$5.96K−1.9%203.9K after
Dec 18, 2025 (view filing)Dec 171 dayBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−2.54K$1.55−$3.94K−1.2%212.6K after
Dec 18, 2025 (view filing)Dec 171 dayVidal DanielDirectorSSaleClass A Common Stock−4.84K$1.55−$7.50K−1.3%366.0K after
Dec 18, 2025 (view filing)Dec 171 dayMills Jason FahrDirectorSSaleClass A Common Stock−5.85K$1.55−$9.07K−1.2%487.0K after
Dec 18, 2025 (view filing)Dec 171 dayMuralidharan AnuradhaChief Operating OfficerSSaleClass A Common Stock−523$1.55−$810.65−0.7%77.8K after
Dec 18, 2025 (view filing)Dec 171 daySchaffer RyanChief Financial OfficerSSaleClass A Common Stock−2.63K$1.55−$4.08K−1.3%203.9K after
Dec 5, 2025 (view filing)Dec 14 daysLateBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−30.0K$1.52−$45.6K−2.1%1.38M after10b5-1
Nov 13, 2025 (view filing)Nov 112 daysChristen Timothy LDirectorPPurchaseClass A Common Stock+40.0K$1.43+$57.2K+16.0%289.8K after
Nov 5, 2025 (view filing)Nov 32 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−30.0K$1.60−$48.0K−2.1%1.41M after10b5-1
Nov 5, 2025 (view filing)Nov 32 daysVidal DanielDirectorSSaleClass A Common Stock−9.00K$1.60−$14.4K−2.8%317.9K after10b5-1
Oct 3, 2025 (view filing)Oct 12 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−30.0K$1.79−$53.7K−2.0%1.44M after10b5-1
Sep 24, 2025 (view filing)Sep 16-188 daysLateBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−12.7K$1.94−$24.6K−5.7%208.4K after2 lots
Sep 24, 2025 (view filing)Jun 1898 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−10.6K$2.22−$23.5K−5.0%200.1K afterAmended
Sep 24, 2025 (view filing)Sep 16-188 daysLateVidal DanielDirectorSSaleClass A Common Stock−5.54K$1.91−$10.6K−1.7%326.9K after2 lots
Sep 24, 2025 (view filing)Jun 1898 daysVidal DanielDirectorSSaleClass A Common Stock−1.58K$2.22−$3.51K−0.5%294.2K afterAmended
Sep 24, 2025 (view filing)Sep 16-188 daysLateMills Jason FahrDirectorSSaleClass A Common Stock−6.73K$1.91−$12.9K−1.6%426.6K after2 lots
Sep 24, 2025 (view filing)Jun 1898 daysMills Jason FahrDirectorSSaleClass A Common Stock−1.87K$2.22−$4.15K−0.5%362.3K afterAmended
Sep 24, 2025 (view filing)Sep 16-198 daysLateMuralidharan AnuradhaChief Operating OfficerSSaleClass A Common Stock−17.9K$1.94−$34.6K−23.4%58.5K after3 lots
Sep 24, 2025 (view filing)Jun 1898 daysMuralidharan AnuradhaChief Operating OfficerSSaleClass A Common Stock−2.57K$2.22−$5.70K−3.1%81.5K afterAmended
Sep 24, 2025 (view filing)Sep 16-188 daysLateSchaffer RyanChief Financial OfficerSSaleClass A Common Stock−4.94K$1.93−$9.52K−2.6%185.9K after2 lots
Sep 24, 2025 (view filing)Jun 1898 daysSchaffer RyanChief Financial OfficerSSaleClass A Common Stock−2.82K$2.22−$6.26K−1.6%169.2K afterAmended
Sep 5, 2025 (view filing)Sep 23 daysLateBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−30.0K$1.92−$57.6K−2.0%1.47M after10b5-1
Sep 5, 2025 (view filing)Aug 279 daysLateMuralidharan AnuradhaChief Operating OfficerSSaleClass A Common Stock−25.2K$1.94−$49.0K−29.3%61.0K after
Aug 22, 2025 (view filing)Aug 202 daysVidal DanielDirectorSSaleClass A Common Stock−1.05K$1.72−$1.81K−0.4%289.5K after
Aug 22, 2025 (view filing)Aug 202 daysMuralidharan AnuradhaChief Operating OfficerSSaleClass A Common Stock−1.56K$1.72−$2.68K−1.8%86.3K after
Aug 22, 2025 (view filing)Aug 202 daysMills Jason FahrDirectorSSaleClass A Common Stock−1.39K$1.72−$2.39K−0.4%368.4K after
Aug 22, 2025 (view filing)Aug 202 daysSchaffer RyanChief Financial OfficerSSaleClass A Common Stock−1.20K$1.72−$2.07K−0.7%174.1K after
Aug 4, 2025 (view filing)Aug 13 daysVidal DanielDirectorSSaleClass A Common Stock−9.00K$1.95−$17.6K−3.0%286.8K after10b5-1
Aug 4, 2025 (view filing)Aug 13 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−30.0K$1.94−$58.2K−2.0%1.50M after10b5-1
Jul 2, 2025 (view filing)Jul 11 dayBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−30.0K$2.56−$76.8K−1.9%1.53M after10b5-1
Jun 5, 2025 (view filing)May 306 daysLateMills Jason FahrDirectorSSaleClass A Common Stock−821$2.22−$1.82K−0.3%310.9K after