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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 $45.9M 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
Nov 16, 2021 (view filing)Nov 151 daySchaffer RyanChief Financial OfficerSSaleClass A Common Stock−120.0K$25.11−$3.01M−66.7%60.0K after
Nov 16, 2021 (view filing)Nov 151 dayMartirano David10% OwnerSSaleClass A Common Stock−2.04M$25.11−$51.3M−94.9%110.4K after6 lots
Nov 16, 2021 (view filing)7:37 PM ETNov 151 dayDeMartini James G B III and 3 others10% OwnerSSaleClass A Common Stock−2.10M$25.11−$52.8M−18.9%9.05M after
Nov 17, 2021 (view filing)5:01 PM ETNov 152 daysOpenView Venture Partners IV, L.P. and 3 others10% OwnerSSaleClass A Common Stock−2.88M$25.11−$72.2M−90.0%318.0K after2 lots
Jul 12, 2022 (view filing)Jul 84 daysSchaffer RyanChief Financial OfficerSSaleClass A Common Stock−4.70K$20.11−$94.5K−7.2%60.4K after
Aug 2, 2022 (view filing)Jul 294 daysSchaffer RyanChief Financial OfficerSSaleClass A Common Stock−4.70K$20.01−$94.0K−7.2%60.4K after
Aug 26, 2022 (view filing)Aug 242 daysSchaffer RyanChief Financial OfficerSSaleClass A Common Stock−4.70K$20.00−$94.0K−7.2%60.4K after
Oct 14, 2022 (view filing)Oct 122 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−30.0K$13.86−$415.8K−0.8%3.56M after
Nov 14, 2022 (view filing)Nov 104 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−30.0K$12.33−$369.9K−0.8%3.53M after
Dec 19, 2022 (view filing)Dec 145 daysLateBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−30.0K$9.56−$286.8K−0.8%3.50M after
Dec 21, 2022 (view filing)Dec 201 dayVidal DanielDirectorSSaleClass A Common Stock−5.00K$8.97−$44.9K−5.1%92.8K after
Jan 12, 2023 (view filing)Jan 111 dayBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−30.0K$9.08−$272.4K−0.9%3.47M after
Jan 30, 2023 (view filing)Jan 264 daysMuralidharan AnuradhaChief Operating OfficerSSaleClass A Common Stock−20.0K$10.00−$200.0K−24.3%62.3K after
Feb 16, 2023 (view filing)Feb 151 dayVidal DanielDirectorSSaleClass A Common Stock−5.00K$9.82−$49.1K−5.4%87.8K after
Feb 16, 2023 (view filing)Feb 88 daysLateBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−30.0K$9.80−$294.0K−0.9%3.44M after
Mar 15, 2023 (view filing)Mar 96 daysLateBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−30.0K$8.28−$248.4K−0.9%3.41M after
Apr 14, 2023 (view filing)Apr 122 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−30.0K$8.17−$245.1K−0.9%3.38M after10b5-1
May 15, 2023 (view filing)May 105 daysLateBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−30.0K$5.99−$179.7K−0.9%3.35M after10b5-1
Jun 5, 2023 (view filing)Jun 14 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−200.0K$6.55−$1.31M−6.0%3.15M after
Jun 15, 2023 (view filing)Jun 132 daysMuralidharan AnuradhaChief Operating OfficerSSaleClass A Common Stock−14.4K$7.00−$100.7K−22.8%48.8K after
Jun 16, 2023 (view filing)Jun 142 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−30.0K$6.99−$209.7K−1.0%3.12M after10b5-1
Jun 21, 2023 (view filing)Jun 201 dayVidal DanielDirectorSSaleClass A Common Stock−8.00K$7.59−$60.7K−8.1%91.2K after10b5-1
Jun 23, 2023 (view filing)Jun 212 daysSchaffer RyanChief Financial OfficerSSaleClass A Common Stock−7.75K$8.04−$62.3K−9.0%78.7K after10b5-1
Jul 6, 2023 (view filing)Jul 33 daysSchaffer RyanChief Financial OfficerSSaleClass A Common Stock−400$8.00−$3.20K−0.5%78.7K after10b5-1
Jul 14, 2023 (view filing)Jul 122 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−30.0K$7.52−$225.6K−1.0%3.09M after10b5-1
Jul 17, 2023 (view filing)Jul 134 daysSchaffer RyanChief Financial OfficerSSaleClass A Common Stock−7.35K$8.00−$58.8K−8.5%78.7K after10b5-1
Aug 3, 2023 (view filing)Aug 12 daysSchaffer RyanChief Financial OfficerSSaleClass A Common Stock−100$8.00−$800−0.1%81.0K after10b5-1
Aug 3, 2023 (view filing)4:48 PM ETAug 12 daysOpenView Venture Partners IV, L.P. and 3 others10% OwnerSSaleClass A Common Stock−10.0M$6.10−$61.3M−100.0%0 after2 lots
Aug 8, 2023 (view filing)4:05 PM ETAug 4-74 daysMcLaughlin Steven J. and 3 others10% OwnerPPurchaseClass A Common Stock+499.9K$5.99+$3.00M+9.5%5.77M after2 lots
Aug 10, 2023 (view filing)4:12 PM ETAug 8-92 daysMcLaughlin Steven J. and 3 others10% OwnerPPurchaseClass A Common Stock+609.2K$4.60+$2.80M+10.6%6.38M after2 lots
Aug 14, 2023 (view filing)Aug 95 daysLateBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−30.0K$4.26−$127.8K−1.0%3.06M after10b5-1
Aug 14, 2023 (view filing)4:51 PM ETAug 10-114 daysMcLaughlin Steven J. and 3 others10% OwnerPPurchaseClass A Common Stock+263.4K$4.47+$1.18M+4.1%6.64M after2 lots
Aug 15, 2023 (view filing)Aug 141 dayLiu YingDirectorSSaleClass A Common Stock−8.40K$4.51−$37.9K−21.0%31.7K after
Aug 16, 2023 (view filing)6:17 PM ETAug 14-152 daysMcLaughlin Steven J. and 3 others10% OwnerPPurchaseClass A Common Stock+94.4K$4.50+$425.0K+1.4%6.73M after2 lots
Aug 18, 2023 (view filing)4:15 PM ETAug 16-172 daysMcLaughlin Steven J. and 3 others10% OwnerPPurchaseClass A Common Stock+99.9K$4.49+$448.8K+1.5%6.83M after2 lots
Aug 22, 2023 (view filing)5:20 PM ETAug 18-214 daysMcLaughlin Steven J. and 3 others10% OwnerPPurchaseClass A Common Stock+24.5K$4.50+$110.3K+0.4%6.86M after2 lots
Aug 24, 2023 (view filing)6:04 PM ETAug 222 daysMcLaughlin Steven J. and 3 others10% OwnerPPurchaseClass A Common Stock+67.7K$4.50+$304.5K+1.0%6.93M after
Sep 6, 2023 (view filing)Sep 15 daysVidal DanielDirectorSSaleClass A Common Stock−5.00K$4.39−$21.9K−5.3%89.2K after10b5-1
Sep 6, 2023 (view filing)Aug 316 daysLateSchaffer RyanChief Financial OfficerSSaleClass A Common Stock−3.90K$4.39−$17.1K−4.6%81.0K after10b5-1
Sep 12, 2023 (view filing)Sep 8-124 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−350.0K$3.95−$1.38M−11.4%2.71M after3 lots
Sep 15, 2023 (view filing)Sep 132 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−30.0K$3.86−$115.8K−1.1%2.68M after10b5-1
Oct 5, 2023 (view filing)Sep 1520 daysLateMuralidharan AnuradhaChief Operating OfficerSSaleClass A Common Stock−13.0K$3.63−$47.2K−23.6%42.1K after
Oct 10, 2023 (view filing)Sep 2911 daysLateSchaffer RyanChief Financial OfficerSSaleClass A Common Stock−4.00K$3.28−$13.1K−4.5%84.3K after10b5-1
Oct 13, 2023 (view filing)Oct 112 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−30.0K$3.19−$95.7K−1.1%2.65M after10b5-1
Oct 31, 2023 (view filing)4:09 PM ETOct 274 daysMcLaughlin Steven J. and 3 others10% OwnerPPurchaseClass A Common Stock+168.9K$2.48+$418.9K+2.4%7.10M after
Nov 9, 2023 (view filing)Oct 319 daysLateSchaffer RyanChief Financial OfficerSSaleClass A Common Stock−4.00K$2.67−$10.7K−4.5%84.3K after10b5-1
Nov 9, 2023 (view filing)Nov 81 dayBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−30.0K$1.80−$54.0K−1.1%2.62M after10b5-1
Nov 13, 2023 (view filing)4:01 PM ETNov 85 daysMcLaughlin Steven J. and 3 others10% OwnerPPurchaseClass A Common Stock+1.01M$1.82+$1.85M+14.3%8.11M after
Nov 16, 2023 (view filing)Nov 133 daysLateChristen Timothy LDirectorPPurchaseClass A Common Stock+47.0K$2.13+$100.2K+105.1%91.8K after
Dec 1, 2023 (view filing)Nov 301 daySchaffer RyanChief Financial OfficerSSaleClass A Common Stock−9.21K$2.39−$22.0K−8.4%101.1K after2 lots10b5-1