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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
Dec 1, 2023 (view filing)Nov 301 dayVidal DanielDirectorSSaleClass A Common Stock−6.22K$2.41−$15.0K−4.8%122.1K after
Dec 1, 2023 (view filing)Nov 301 dayMuralidharan AnuradhaChief Operating OfficerSSaleClass A Common Stock−19.5K$2.41−$47.0K−19.2%82.0K after
Dec 1, 2023 (view filing)Nov 301 dayMills Jason FahrDirectorSSaleClass A Common Stock−8.71K$2.41−$21.0K−5.0%165.9K after
Dec 1, 2023 (view filing)Nov 301 dayBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−7.39K$2.41−$17.8K−6.3%109.7K after
Dec 8, 2023 (view filing)Dec 62 daysMuralidharan AnuradhaChief Operating OfficerSSaleClass A Common Stock−26.6K$2.56−$68.0K−32.4%55.4K after
Dec 8, 2023 (view filing)Dec 7-81 dayBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−142.2K$2.46−$349.9K−5.4%2.48M after2 lots
Dec 13, 2023 (view filing)Dec 11-132 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−278.0K$2.31−$641.9K−11.2%2.20M after4 lots10b5-1
Dec 18, 2023 (view filing)Dec 14-154 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−156.0K$2.46−$384.2K−7.1%2.05M after2 lots
Dec 22, 2023 (view filing)Dec 15-197 daysLateSchaffer RyanChief Financial OfficerSSaleClass A Common Stock−2.71K$2.32−$6.31K−2.5%105.8K after2 lots
Dec 22, 2023 (view filing)Dec 15-197 daysLateVidal DanielDirectorSSaleClass A Common Stock−2.41K$2.35−$5.66K−1.7%140.0K after2 lots
Dec 22, 2023 (view filing)Dec 15-197 daysLateBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−12.6K$2.33−$29.4K−9.8%115.9K after2 lots
Dec 22, 2023 (view filing)Dec 15-197 daysLateMills Jason FahrDirectorSSaleClass A Common Stock−2.77K$2.35−$6.50K−1.6%171.0K after2 lots
Dec 22, 2023 (view filing)Dec 15-197 daysLateMuralidharan AnuradhaChief Operating OfficerSSaleClass A Common Stock−3.24K$2.33−$7.57K−5.4%56.7K after2 lots
Jan 3, 2024 (view filing)Dec 29, 20235 daysSchaffer RyanChief Financial OfficerSSaleClass A Common Stock−4.00K$2.50−$10.0K−3.6%106.8K after10b5-1
Jan 30, 2024 (view filing)5:44 PM ETJan 264 daysMcLaughlin Steven J. and 3 others10% OwnerPPurchaseClass A Common Stock+196.1K$1.76+$345.1K+2.4%8.31M after
Feb 1, 2024 (view filing)4:39 PM ETJan 302 daysMcLaughlin Steven J. and 3 others10% OwnerPPurchaseClass A Common Stock+41.5K$1.77+$73.4K+0.5%8.35M after
Feb 26, 2024 (view filing)4:31 PM ETFeb 224 daysMcLaughlin Steven J. and 3 others10% OwnerPPurchaseClass A Common Stock+182.9K$1.59+$290.9K+2.2%8.53M after
Mar 14, 2024 (view filing)Mar 113 daysLateSchaffer RyanChief Financial OfficerSSaleClass A Common Stock−4.50K$2.14−$9.63K−3.7%116.8K after
Mar 14, 2024 (view filing)Mar 11-133 daysLateMuralidharan AnuradhaChief Operating OfficerSSaleClass A Common Stock−36.6K$2.15−$78.5K−39.1%57.1K after2 lots
Mar 14, 2024 (view filing)Mar 113 daysLateMills Jason FahrDirectorSSaleClass A Common Stock−5.93K$2.14−$12.7K−3.0%188.8K after
Mar 14, 2024 (view filing)Mar 113 daysLateVidal DanielDirectorSSaleClass A Common Stock−5.20K$2.14−$11.1K−3.4%149.7K after
Mar 14, 2024 (view filing)Mar 113 daysLateBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−7.31K$2.14−$15.6K−5.4%127.7K after
Mar 19, 2024 (view filing)Mar 15-194 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−246.6K$1.87−$460.7K−12.0%1.80M after3 lots10b5-1
Mar 19, 2024 (view filing)Mar 154 daysVidal DanielDirectorSSaleClass A Common Stock−20.0K$2.00−$40.0K−13.4%129.7K after10b5-1
Mar 28, 2024 (view filing)Mar 15-2013 daysLateSchaffer RyanChief Financial OfficerSSaleClass A Common Stock−3.10K$1.93−$5.98K−2.5%122.7K after2 lots
Mar 28, 2024 (view filing)Mar 15-2013 daysLateBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−13.6K$1.92−$26.1K−9.2%133.7K after2 lots10b5-1
Mar 28, 2024 (view filing)Mar 20-278 daysLateBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−476.8K$1.79−$852.5K−26.5%1.32M after6 lots10b5-1
Mar 28, 2024 (view filing)Mar 15-2013 daysLateVidal DanielDirectorSSaleClass A Common Stock−2.98K$1.95−$5.80K−1.9%150.9K after2 lots
Mar 28, 2024 (view filing)Mar 15-2013 daysLateMills Jason FahrDirectorSSaleClass A Common Stock−3.28K$1.94−$6.38K−1.6%196.7K after2 lots
Mar 28, 2024 (view filing)Mar 15-2013 daysLateMuralidharan AnuradhaChief Operating OfficerSSaleClass A Common Stock−3.42K$1.93−$6.59K−5.6%58.3K after2 lots
Apr 3, 2024 (view filing)Apr 1-32 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−44.6K$1.64−$73.1K−3.4%1.28M after3 lots10b5-1
Apr 8, 2024 (view filing)Apr 4-84 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−47.4K$1.57−$74.5K−3.7%1.23M after3 lots10b5-1
Apr 12, 2024 (view filing)Apr 10-122 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−49.5K$1.50−$74.3K−4.0%1.18M after3 lots10b5-1
Apr 17, 2024 (view filing)Apr 15-172 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−50.7K$1.46−$74.0K−4.3%1.13M after3 lots10b5-1
Apr 17, 2024 (view filing)4:31 PM ETApr 15-162 daysMcLaughlin Steven J. and 3 others10% OwnerPPurchaseClass A Common Stock+324.8K$1.44+$466.7K+3.8%8.85M after2 lots
Apr 19, 2024 (view filing)4:15 PM ETApr 17-182 daysMcLaughlin Steven J. and 3 others10% OwnerPPurchaseClass A Common Stock+143.6K$1.51+$216.2K+1.6%9.00M after2 lots
Apr 22, 2024 (view filing)Apr 18-224 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−45.6K$1.64−$74.6K−4.0%1.09M after3 lots10b5-1
Apr 25, 2024 (view filing)Apr 23-252 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−46.8K$1.59−$74.2K−4.3%1.04M after3 lots10b5-1
Apr 29, 2024 (view filing)4:38 PM ETApr 25-264 daysMcLaughlin Steven J. and 3 others10% OwnerPPurchaseClass A Common Stock+17.7K$1.59+$28.2K+0.2%9.02M after2 lots
Apr 30, 2024 (view filing)Apr 26-304 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−15.4K$1.62−$25.1K−1.5%1.02M after3 lots10b5-1
May 1, 2024 (view filing)4:30 PM ETApr 29-302 daysMcLaughlin Steven J. and 3 others10% OwnerPPurchaseClass A Common Stock+530.5K$1.57+$832.0K+5.9%9.55M after2 lots
May 3, 2024 (view filing)6:01 PM ETMay 12 daysMcLaughlin Steven J. and 3 others10% OwnerPPurchaseClass A Common Stock+12.0K$1.60+$19.2K+0.1%9.56M after
May 10, 2024 (view filing)May 1-109 daysLateBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−118.2K$1.69−$200.0K−11.5%906.2K after8 lots10b5-1
May 22, 2024 (view filing)May 13-229 daysLateBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−115.8K$1.73−$200.4K−12.8%790.4K after8 lots10b5-1
May 22, 2024 (view filing)May 319 daysLateVidal DanielDirectorSSaleClass A Common Stock−15.0K$1.62−$24.3K−9.9%135.9K after10b5-1
May 31, 2024 (view filing)May 23-318 daysLateBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−58.6K$1.68−$98.3K−7.4%731.8K after6 lots10b5-1
Jun 3, 2024 (view filing)May 304 daysChristen Timothy LDirectorPPurchaseClass A Common Stock+19.2K$1.61+$30.9K+18.5%122.6K after
Jun 5, 2024 (view filing)Jun 3-52 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−50.8K$1.45−$73.8K−6.9%681.0K after3 lots10b5-1
Jun 6, 2024 (view filing)Jun 33 daysLateMills Jason FahrDirectorSSaleClass A Common Stock−6.79K$1.50−$10.2K−3.1%214.7K after
Jun 6, 2024 (view filing)Jun 33 daysLateVidal DanielDirectorSSaleClass A Common Stock−4.89K$1.50−$7.34K−3.2%146.7K after