EXFY insider transaction filings
Expensify, Inc. — 50 most recent Form 4 filings from SEC EDGAR, normalized by FilingPulse. Latest filing: 2026-07-07. Screen EXFY transaction legs live →
| Filed | Form | Insider | Reported transactions | Source |
|---|---|---|---|---|
| 2026-07-07 | 4 | Pao Ellen — Director | Grant/award (A): 123,762 @ $0 | EDGAR |
| 2026-07-07 | 4 | Liu Ying — Director | Grant/award (A): 123,762 @ $0 | EDGAR |
| 2026-07-07 | 4 | Liu Ying — Director | Grant/award (A): 3,731 @ $0 | EDGAR |
| 2026-07-07 | 4 | Christen Timothy L — Director | Grant/award (A): 123,762 @ $0 | EDGAR |
| 2026-06-26 | 4/A | Barrett David Michael — Chief Executive Officer, Director | Grant/award (A): 63,694 (derivative) @ $0 · Grant/award (A): 2,031,280 (derivative) @ $0 | EDGAR |
| 2026-06-25 | 4 | Barrett David Michael — Chief Executive Officer, Director | Grant/award (A): 2,094,974 (derivative) @ $0 | EDGAR |
| 2026-06-25 | 4 | Vidal Daniel — Director | Grant/award (A): 1,160,447 (derivative) @ $0 | EDGAR |
| 2026-06-25 | 4 | Mills Jason Fahr — Director | Grant/award (A): 1,160,447 (derivative) @ $0 | EDGAR |
| 2026-06-25 | 4 | Schaffer Ryan — Chief Financial Officer, Director | Grant/award (A): 1,164,596 (derivative) @ $0 | EDGAR |
| 2026-06-16 | 4 | Alvarez Divo Carlos Eduardo — Director | Sale (S): 10,700 @ $1.28 | EDGAR |
| 2026-06-11 | 4 | Alvarez Divo Carlos Eduardo — Director | Grant/award (A): 59,500 @ $0.82 · Grant/award (A): 16,359 @ $0 · Option exercise (M): 2,467 · Sale (S): 6,230 @ $0.76 · Grant/award (A): 33,633 @ $0 · Sale (S): 1,699 @ $0.84 · +4 more | EDGAR |
| 2026-06-11 | 4 | Barrett David Michael — Chief Executive Officer, Director | Grant/award (A): 6,920 @ $0 · Option exercise (M): 14,463 · Sale (S): 2,692 @ $0.76 · Sale (S): 10,114 @ $0.84 · Option exercise (M): 14,463 (derivative) @ $0 · Option exercise (M): 14,463 (derivative) @ $0 · +1 more | EDGAR |
| 2026-06-11 | 4 | Barrett David Michael — Chief Executive Officer, Director | Sale (S): 30,000 @ $0.85 | EDGAR |
| 2026-06-11 | 4 | Vidal Daniel — Director | Grant/award (A): 72,413 @ $0.82 · Grant/award (A): 20,925 @ $0 · Option exercise (M): 2,826 · Sale (S): 6,158 @ $0.76 · Sale (S): 1,510 @ $0.84 · Option exercise (M): 2,826 (derivative) @ $0 · +2 more | EDGAR |
| 2026-06-11 | 4 | Mills Jason Fahr — Director | Grant/award (A): 41,348 @ $0.82 · Grant/award (A): 26,058 @ $0 · Option exercise (M): 3,822 · Sale (S): 6,770 @ $0.76 · Sale (S): 1,786 @ $0.84 · Option exercise (M): 3,822 (derivative) @ $0 · +2 more | EDGAR |
| 2026-06-11 | 4 | Schaffer Ryan — Chief Financial Officer, Director | Grant/award (A): 28,141 @ $0.82 · Grant/award (A): 8,705 @ $0 · Option exercise (M): 3,922 · Sale (S): 3,333 @ $0.76 · Sale (S): 2,700 @ $0.84 · Option exercise (M): 3,922 (derivative) @ $0 · +2 more | EDGAR |
| 2026-06-02 | 4 | Barrett David Michael — Chief Executive Officer, Director | Sale (S): 30,000 @ $1.15 | EDGAR |
| 2026-05-28 | 4 | Alvarez Divo Carlos Eduardo — Director | Sale (S): 10,000 @ $1.13 | EDGAR |
| 2026-05-11 | 4 | Barrett David Michael — Chief Executive Officer, Director | Sale (S): 30,000 @ $1.08 | EDGAR |
| 2026-05-11 | 4 | Liu Ying — Director | Grant/award (A): 5,376 @ $0 | EDGAR |
| 2026-04-30 | 4 | Alvarez Divo Carlos Eduardo — Director | Sale (S): 30,728 @ $1.01 | EDGAR |
| 2026-03-18 | 4 | McLaughlin Steven J. — 10% owner Steven J. McLaughlin Revocable Trust — 10% owner EXP 2020 SPV LP — 10% owner SF Roofdeck GP LLC — 10% owner | Purchase (P): 500,000 @ $0.97 · Purchase (P): 327,144 @ $1.02 · Purchase (P): 480,389 @ $0.96 · Purchase (P): 455,911 @ $0.95 · Purchase (P): 500,000 @ $0.84 | EDGAR |
| 2026-03-03 | 4 | Barrett David Michael — Chief Executive Officer, Director | Sale (S): 30,000 @ $0.90 | EDGAR |
| 2026-02-18 | 4 | Liu Ying — Director | Grant/award (A): 3,386 @ $0 | EDGAR |
| 2026-02-04 | 4 | Barrett David Michael — Chief Executive Officer, Director | Sale (S): 30,000 @ $1.45 | EDGAR |
| 2026-01-12 | 4 | Alvarez Divo Carlos Eduardo — Director | Sale (S): 2,468 @ $1.52 · Sale (S): 6,504 @ $1.50 · Other (J): 20,441 · Other (J): 7,839 · Other (J): 5,312 · Other (J): 20,441 (derivative) · +2 more | EDGAR |
| 2026-01-05 | 4 | Barrett David Michael — Chief Executive Officer, Director | Option exercise (M): 14,463 · Sale (S): 14,463 @ $1.52 · Sale (S): 30,000 @ $1.50 · Option exercise (M): 14,463 (derivative) @ $0 · Option exercise (M): 14,463 (derivative) @ $0 · Option exercise (M): 14,463 (derivative) @ $0 | EDGAR |
| 2026-01-05 | 4 | Vidal Daniel — Director | Option exercise (M): 2,825 · Sale (S): 2,825 @ $1.52 · Option exercise (M): 2,825 (derivative) @ $0 · Option exercise (M): 2,825 (derivative) @ $0 · Option exercise (M): 2,825 (derivative) @ $0 | EDGAR |
| 2026-01-05 | 4 | Mills Jason Fahr — Director | Option exercise (M): 3,821 · Sale (S): 3,821 @ $1.52 · Option exercise (M): 3,821 (derivative) @ $0 · Option exercise (M): 3,821 (derivative) @ $0 · Option exercise (M): 3,821 (derivative) @ $0 | EDGAR |
| 2026-01-05 | 4 | Muralidharan Anuradha — Chief Operating Officer, Director | Option exercise (M): 3,168 · Option exercise (M): 3,168 (derivative) @ $0 · Option exercise (M): 3,168 (derivative) @ $0 · Option exercise (M): 3,168 (derivative) @ $0 | EDGAR |
| 2026-01-05 | 4 | Schaffer Ryan — Chief Financial Officer, Director | Option exercise (M): 3,923 · Sale (S): 3,923 @ $1.52 · Option exercise (M): 3,923 (derivative) @ $0 · Option exercise (M): 3,923 (derivative) @ $0 · Option exercise (M): 3,923 (derivative) @ $0 | EDGAR |
| 2025-12-18 | 4 | Barrett David Michael — Chief Executive Officer, Director | Grant/award (A): 6,712 @ $0 · Sale (S): 2,544 @ $1.55 | EDGAR |
| 2025-12-18 | 4 | Vidal Daniel — Director | Grant/award (A): 36,318 @ $1.65 · Grant/award (A): 16,711 @ $0 · Sale (S): 4,837 @ $1.55 | EDGAR |
| 2025-12-18 | 4 | Mills Jason Fahr — Director | Grant/award (A): 43,115 @ $1.65 · Grant/award (A): 23,127 @ $0 · Sale (S): 5,853 @ $1.55 | EDGAR |
| 2025-12-18 | 4 | Muralidharan Anuradha — Chief Operating Officer, Director | Grant/award (A): 18,571 @ $1.65 · Grant/award (A): 1,247 @ $0 · Sale (S): 523 @ $1.55 | EDGAR |
| 2025-12-18 | 4 | Schaffer Ryan — Chief Financial Officer, Director | Grant/award (A): 13,555 @ $1.65 · Grant/award (A): 7,076 @ $0 · Sale (S): 2,632 @ $1.55 | EDGAR |
| 2025-12-05 | 4 | Barrett David Michael — Chief Executive Officer, Director | Sale (S): 30,000 @ $1.52 | EDGAR |
| 2025-11-13 | 4 | Christen Timothy L — Director | Purchase (P): 40,000 @ $1.43 | EDGAR |
| 2025-11-05 | 4 | Barrett David Michael — Chief Executive Officer, Director | Sale (S): 30,000 @ $1.60 | EDGAR |
| 2025-11-05 | 4 | Vidal Daniel — Director | Sale (S): 9,000 @ $1.60 | EDGAR |
| 2025-10-08 | 4 | Liu Ying — Director | Grant/award (A): 2,500 @ $0 | EDGAR |
| 2025-10-03 | 4 | Barrett David Michael — Chief Executive Officer, Director | Sale (S): 30,000 @ $1.79 | EDGAR |
| 2025-09-24 | 4 | Barrett David Michael — Chief Executive Officer, Director | Grant/award (A): 6,507 @ $0 · Option exercise (M): 14,463 · Sale (S): 2,396 @ $1.90 · Sale (S): 10,262 @ $1.95 · Option exercise (M): 14,463 (derivative) @ $0 · Option exercise (M): 14,463 (derivative) @ $0 · +1 more | EDGAR |
| 2025-09-24 | 4 | Vidal Daniel — Director | Grant/award (A): 27,431 @ $1.94 · Grant/award (A): 14,250 @ $0 · Option exercise (M): 2,825 · Sale (S): 4,009 @ $1.90 · Sale (S): 1,532 @ $1.95 · Option exercise (M): 2,825 (derivative) @ $0 · +2 more | EDGAR |
| 2025-09-24 | 4 | Mills Jason Fahr — Director | Grant/award (A): 42,947 @ $1.94 · Grant/award (A): 20,006 @ $0 · Option exercise (M): 3,821 · Sale (S): 4,921 @ $1.90 · Sale (S): 1,812 @ $1.95 · Option exercise (M): 3,821 (derivative) @ $0 · +2 more | EDGAR |
| 2025-09-24 | 4 | Muralidharan Anuradha — Chief Operating Officer, Director | Grant/award (A): 13,685 @ $1.94 · Grant/award (A): 1,003 @ $0 · Option exercise (M): 3,168 · Sale (S): 409 @ $1.90 · Sale (S): 2,486 @ $1.95 · Sale (S): 14,961 @ $1.94 · +3 more | EDGAR |
| 2025-09-24 | 4 | Schaffer Ryan — Chief Financial Officer, Director | Grant/award (A): 9,566 @ $1.94 · Grant/award (A): 6,098 @ $0 · Option exercise (M): 3,922 · Sale (S): 2,204 @ $1.90 · Sale (S): 2,732 @ $1.95 · Option exercise (M): 3,922 (derivative) @ $0 · +2 more | EDGAR |
| 2025-09-24 | 4/A | Barrett David Michael — Chief Executive Officer, Director | Sale (S): 10,589 @ $2.22 | EDGAR |
| 2025-09-24 | 4/A | Vidal Daniel — Director | Sale (S): 1,582 @ $2.22 | EDGAR |
| 2025-09-24 | 4/A | Mills Jason Fahr — Director | Sale (S): 1,869 @ $2.22 | EDGAR |
Recent 8-K events — Expensify, Inc.
| Filed | Form | Items reported | Source |
|---|---|---|---|
| 2026-08-06 | 8-K | 2.02 — Results of Operations and Financial Condition 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-05-29 | 8-K | 8.01 — Other Events | EDGAR |
| 2026-05-27 | 8-K | 5.07 — Submission of Matters to a Vote of Security Holders | EDGAR |
| 2026-05-13 | 8-K | 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-05-07 | 8-K | 2.02 — Results of Operations and Financial Condition 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-04-21 | 8-K | 3.01 — Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing | EDGAR |
| 2026-02-26 | 8-K | 2.02 — Results of Operations and Financial Condition 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-12-30 | 8-K | 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-11-06 | 8-K | 2.02 — Results of Operations and Financial Condition 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-10-15 | 8-K | 1.01 — Entry into a Material Definitive Agreement 2.03 — Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant | EDGAR |
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