David Michael Barrett - 01 Jun 2026 Form 4 Insider Report for Expensify, Inc. (EXFY)

Reporting relationship: Chief Executive Officer, Director
Issuer ticker: EXFY
Reported as of: 01 Jun 2026
Net transaction value: -$34,500
SEC form: 4
Accepted by SEC: 02 Jun 2026, 18:13:11 UTC
Prior SEC filing: 11 May 2026
Next SEC filing: 26 Jun 2026
Source filing: View source filing
Reporting owner signature: /s/ Ryan Schaffer, as attorney-in-fact

Key filing fact

David Michael Barrett filed Form 4 for Expensify, Inc. (EXFY) on 02 Jun 2026.

Key facts

This page summarizes David Michael Barrett's Form 4 filing for Expensify, Inc. (EXFY).
1 reported transaction and 0 derivative rows are listed below.
Accepted by SEC: 02 Jun 2026, 18:13.

Change

Previous filing in this sequence was filed on 11 May 2026.
Current net transaction value: -$34,500.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001892682 Primary reporting owner

Barrett David Michael

Relationship: Chief Executive Officer, Director
Address: C/O EXPENSIFY, INC., 88 KEARNY ST, STE 1600, SAN FRANCISCO
Signature: /s/ Ryan Schaffer, as attorney-in-fact
Signature date: 02 Jun 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

EXFY transaction

Class A Common Stock

Sale

Transaction value: $34,500
Shares: -30,000
Change %: -2.4%
Price: $1.15
Shares after: 1,228,480
Date: 01 Jun 2026
Ownership: See note
Footnotes: F1, F2

EXFY holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 212,567
Date: 01 Jun 2026
Ownership: Direct

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Rule 10b5-1 trading plan

These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.

Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).

Explanation of responses 2 footnotes

Footnote F1

The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 31, 2025.

Footnote F2

By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee.