Welcome to our dedicated page for Expensify SEC filings (Ticker: EXFY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Expensify, Inc. filings document the public-company disclosures of a software issuer focused on expense management, corporate cards, travel, bills, and related spend workflows. Form 8-K reports furnish quarterly and annual results, shareholder letters, and investor presentation materials that describe revenue, card activity, product development, partnerships, and financial condition.
The filing record also covers governance and capital-structure matters. Definitive proxy statements address annual meeting voting items, board matters, executive compensation, and equity awards, while material-event filings record credit and letter-of-credit arrangements, termination of financing agreements, registered Class A common stock, and Nasdaq continued-listing disclosures.
Expensify, Inc. director Carlos Eduardo Alvarez Divo reported an open-market sale of Class A Common Stock. He sold 10,700 shares at a weighted average price of $1.28 per share under a pre-arranged Rule 10b5-1 trading plan. Following this transaction, he directly holds 234,080 shares.
EXFY filed a Form 144 notice reporting proposed and recent sales of Common stock and Restricted Stock Units by an insider. The filing lists a proposed sale of 10,700 shares of Common stock and shows 10b5-1 sales of 10,000 shares on 05/15/2026, 30,728 shares on 04/28/2026, and 8,697 shares on 03/17/2026. The securities include Restricted Stock Units dated 09/18/2024.
Expensify, Inc. reported proposed insider sales under a Form 144 notice. The filing lists planned sales tied to a SPMP Purchase of 2,992 shares and RSU vesting of 16,131 shares, both dated 06/15/2026. The document also discloses actual Class A Common share sales by named holders during March–June 2026.
Expensify, Inc. files a Rule 144 notice reporting Class A Common shares to be sold or issued on 06/15/2026 related to a SPMP purchase (3,862 shares) and RSU vesting (4,306 shares).
The filing also lists prior reported sales by Ryan Schaffer on 03/17/2026 (3,333 shares) and 03/24/2026 (2,700 shares).
Expensify, Inc. reports planned transfers and recent dispositions of Class A Common stock. The filing lists proposed transactions effective 06/15/2026 including a SPMP Purchase of 8,204 shares and RSU vesting of 2,846 shares. The excerpt also records prior reported sales by Jason Mills of 6,770 shares on 03/17/2026 and 1,786 shares on 03/24/2026.
Expensify, Inc. (Class A Common) reports Rule 144 resale activity and compensation-related issuances. The excerpt lists a SPMP purchase of 7,426 shares and RSU vesting of 2,383 shares on 06/15/2026. The filing also discloses two past shareholder sales by Daniel Vidal: 6,158 shares on 03/17/2026 and 1,510 shares on 03/24/2026.
Expensify, Inc. insider sales reported via Form 144. Carlos Alvarez Divo filed proposed sales of Class A Common shares across multiple dates in March–May 2026, listing individual lots and proceeds. The filing also lists recent RSU vesting and compensation-related share issuances on June 15, 2026 and June 21, 2026.
Expensify, Inc. completed a tender offer to repurchase Class A common stock. The company accepted 6,053,023 shares at a purchase price of $1.20 per share, for a total cash cost of $7,263,627.60, subject to applicable withholding taxes. The shares accepted equal approximately 6.8% of Class A outstanding as of June 10, 2026. Payment will be made in cash and the depositary will promptly pay holders for shares accepted.
Expensify director Carlos Eduardo Alvarez Divo reported multiple equity compensation and related tax transactions in Class A common stock. He received shares through the 2021 Stock Purchase and Matching Plan and vested RSUs, and some shares were sold by the issuer’s broker to cover tax obligations. After these transactions, he directly holds 336,359 Class A shares.
Expensify, Inc. director Daniel Vidal reported a mix of equity grants, RSU settlements, and tax-related share sales. He received awards of 20,925 and 72,413 shares of Class A common stock on March 13, 2026, described as grants or other acquisitions. On March 15, 2026, vested restricted stock units settled into both Class A and LT50 common stock, each RSU delivering one underlying share.
To cover taxes for these equity awards, issuer’s broker sold 7,668 Class A shares on March 17 and 24, 2026 at weighted average prices around $0.76 and $0.84, allocated pro rata to Vidal according to footnotes. Following these transactions, he directly held 454,545 Class A shares. The filing characterizes the sales as tax-cover transactions rather than discretionary open-market selling.