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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
Sep 19, 2024 (view filing)Sep 16-173 daysLateVidal DanielDirectorSSaleClass A Common Stock−4.33K$2.27−$9.84K−2.0%206.8K after2 lots
Sep 19, 2024 (view filing)Sep 16-173 daysLateSchaffer RyanChief Financial OfficerSSaleClass A Common Stock−3.79K$2.28−$8.62K−2.3%159.3K after2 lots
Sep 19, 2024 (view filing)Sep 16-173 daysLateBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−13.3K$2.28−$30.2K−7.0%177.5K after2 lots
Sep 17, 2024 (view filing)Sep 512 daysLateMuralidharan AnuradhaChief Operating OfficerSSaleClass A Common Stock−20.0K$2.24−$44.8K−34.1%38.6K after
Sep 5, 2024 (view filing)Sep 32 daysSchaffer RyanChief Financial OfficerSSaleClass A Common Stock−12.5K$2.27−$28.4K−7.6%152.5K after10b5-1
Aug 30, 2024 (view filing)Aug 282 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−645.9K$2.34−$1.51M−20.1%2.57M after
Aug 30, 2024 (view filing)Aug 282 daysMuralidharan AnuradhaChief Operating OfficerSSaleClass A Common Stock−14.2K$2.20−$31.2K−19.5%58.6K after
Aug 30, 2024 (view filing)Aug 282 daysSchaffer RyanChief Financial OfficerSSaleClass A Common Stock−4.08K$2.20−$8.98K−2.6%152.5K after
Aug 30, 2024 (view filing)Aug 282 daysMills Jason FahrDirectorSSaleClass A Common Stock−5.50K$2.20−$12.1K−1.9%287.3K after
Aug 30, 2024 (view filing)Aug 282 daysVidal DanielDirectorSSaleClass A Common Stock−3.96K$2.20−$8.72K−2.1%185.3K after
Aug 21, 2024 (view filing)Aug 192 daysMuralidharan AnuradhaChief Operating OfficerSSaleClass A Common Stock−20.0K$2.35−$47.0K−33.2%40.2K after
Aug 16, 2024 (view filing)Aug 12-134 daysLateBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−22.9K$2.24−$51.3K−0.7%3.21M after2 lots10b5-1
Aug 9, 2024 (view filing)Aug 7-92 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−45.2K$1.65−$74.8K−1.4%3.24M after3 lots10b5-1
Aug 8, 2024 (view filing)Aug 1-67 daysLateBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−61.9K$1.61−$99.6K−1.9%3.28M after4 lots10b5-1
Aug 6, 2024 (view filing)Aug 15 daysLateVidal DanielDirectorSSaleClass A Common Stock−10.0K$1.81−$18.1K−5.4%176.6K after10b5-1
Jul 31, 2024 (view filing)Jul 29-312 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−13.0K$1.91−$24.8K−0.4%3.34M after3 lots10b5-1
Jul 29, 2024 (view filing)Jul 24-265 daysLateBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−39.3K$1.94−$76.1K−1.2%3.36M after3 lots10b5-1
Jul 23, 2024 (view filing)Jul 19-234 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−39.7K$1.91−$76.0K−1.2%3.40M after3 lots10b5-1
Jul 18, 2024 (view filing)Jul 15-183 daysLateBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−48.3K$2.12−$102.6K−2.8%1.69M after4 lots10b5-1
Jul 15, 2024 (view filing)Jul 10-125 daysLateBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−36.6K$2.10−$76.8K−2.1%1.74M after3 lots10b5-1
Jul 10, 2024 (view filing)6:38 PM ETJul 82 daysMcLaughlin Steven J. and 3 others10% OwnerPPurchaseClass A Common Stock+123.2K$1.45+$178.7K+1.3%9.94M after
Jul 9, 2024 (view filing)Jul 9Same daySchaffer RyanChief Financial OfficerSSaleClass A Common Stock−75.0K$2.00−$150.0K−34.1%144.6K after10b5-1
Jul 9, 2024 (view filing)Jul 9Same dayBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−12.3K$2.06−$25.3K−0.7%1.78M after10b5-1
Jul 8, 2024 (view filing)Jul 3-85 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−50.0K$1.48−$74.0K−2.7%1.79M after3 lots10b5-1
Jul 2, 2024 (view filing)5:59 PM ETJun 284 daysMcLaughlin Steven J. and 3 others10% OwnerPPurchaseClass A Common Stock+24.5K$1.45+$35.6K+0.3%9.82M after
Jul 2, 2024 (view filing)Jun 28-Jul 24 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−49.4K$1.51−$74.4K−2.6%1.84M after3 lots10b5-1
Jun 28, 2024 (view filing)5:40 PM ETJun 26-272 daysMcLaughlin Steven J. and 3 others10% OwnerPPurchaseClass A Common Stock+88.8K$1.45+$128.8K+0.9%9.79M after2 lots
Jun 27, 2024 (view filing)Jun 25-272 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−49.7K$1.48−$73.8K−2.6%1.89M after3 lots10b5-1
Jun 26, 2024 (view filing)4:25 PM ETJun 24-252 daysMcLaughlin Steven J. and 3 others10% OwnerPPurchaseClass A Common Stock+13.9K$1.44+$20.1K+0.1%9.70M after2 lots
Jun 24, 2024 (view filing)4:45 PM ETJun 20-214 daysMcLaughlin Steven J. and 3 others10% OwnerPPurchaseClass A Common Stock+131.2K$1.38+$181.4K+1.4%9.69M after2 lots
Jun 24, 2024 (view filing)Apr 9-Jun 2476 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−68.4K$1.44−$98.4K−3.4%1.94M afterFrom original4 lots
Jun 18, 2024 (view filing)Jun 171 daySchaffer RyanChief Financial OfficerSSaleClass A Common Stock−2.44K$1.34−$3.27K−1.7%144.6K afterFrom original
Jun 18, 2024 (view filing)Jun 171 dayMuralidharan AnuradhaChief Operating OfficerSSaleClass A Common Stock−2.68K$1.34−$3.59K−4.3%60.3K afterFrom original
Jun 18, 2024 (view filing)Jun 171 dayMills Jason FahrDirectorSSaleClass A Common Stock−1.96K$1.34−$2.62K−0.7%272.7K afterFrom original
Jun 18, 2024 (view filing)Jun 171 dayVidal DanielDirectorSSaleClass A Common Stock−1.65K$1.34−$2.22K−0.9%186.6K afterFrom original
Jun 18, 2024 (view filing)Jun 14-174 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−35.7K$1.37−$49.1K−1.7%2.03M afterFrom original2 lots
Jun 18, 2024 (view filing)Jun 171 dayBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−11.1K$1.34−$14.8K−4.8%218.7K afterFrom original
Jun 13, 2024 (view filing)Jun 11-132 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−53.0K$1.42−$75.0K−8.4%577.0K after3 lots10b5-1
Jun 10, 2024 (view filing)Jun 6-104 daysBarrett David MichaelChief Executive OfficerSSaleClass A Common Stock−51.0K$1.45−$73.9K−7.5%630.0K after3 lots10b5-1
Jun 6, 2024 (view filing)Jun 42 daysLiu YingDirectorSSaleClass A Common Stock−8.00K$1.45−$11.6K−21.3%29.6K after
Jun 6, 2024 (view filing)Jun 33 daysLateSchaffer RyanChief Financial OfficerSSaleClass A Common Stock−5.05K$1.50−$7.57K−3.7%132.8K after
Jun 6, 2024 (view filing)Jun 3-53 daysLateMuralidharan AnuradhaChief Operating OfficerSSaleClass A Common Stock−38.6K$1.46−$56.5K−39.9%58.3K after2 lots
Jun 6, 2024 (view filing)Jun 33 daysLateVidal DanielDirectorSSaleClass A Common Stock−4.89K$1.50−$7.34K−3.2%146.7K after
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 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 3, 2024 (view filing)May 304 daysChristen Timothy LDirectorPPurchaseClass A Common Stock+19.2K$1.61+$30.9K+18.5%122.6K after
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
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 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 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