Key facts
- This page summarizes David Michael Barrett's Form 4 filing for Expensify, Inc. (EXFY).
- 7 reported transactions and 4 derivative rows are listed below.
- Accepted by SEC: 11 Jun 2026, 18:58.
David Michael Barrett - 13 Mar 2026 Form 4 Insider Report for Expensify, Inc. (EXFY)
- Reporting relationship
- Chief Executive Officer, Director
- Issuer ticker
- EXFY
- Reported as of
- 13 Mar 2026
- Net transaction value
- -$10,542
- SEC form
- 4
- Accepted by SEC
- 11 Jun 2026, 18:58:35 UTC
- Prior SEC filing
- 03 Mar 2026
- Next SEC filing
- 11 Jun 2026
- Source filing
- View source filing
- Reporting owner signature
- /s/ Ryan Schaffer, as attorney-in-fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
David Michael Barrett filed Form 4 for Expensify, Inc. (EXFY) on 11 Jun 2026.
Change
- Previous filing in this sequence was filed on 03 Mar 2026.
- Current net transaction value: -$10,542.
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
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
- 11 Jun 2026
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
EXFY
transaction
Class A Common Stock
Award
- Transaction value
- Shares
- +6,920
- Change %
- +3.3%
- Price
- $0.000000*
- Shares after
- 219,487
- Date
- 13 Mar 2026
- Ownership
- Direct
- Footnotes
- F1
EXFY
transaction
Class A Common Stock
Options Exercise
- Transaction value
- Shares
- +14,463
- Change %
- +6.6%
- Price
- Shares after
- 233,950
- Date
- 15 Mar 2026
- Ownership
- Direct
- Footnotes
- F2
EXFY
transaction
Class A Common Stock
Sale
- Transaction value
- $2,046
- Shares
- -2,692
- Change %
- -1.2%
- Price
- $0.7600
- Shares after
- 231,258
- Date
- 17 Mar 2026
- Ownership
- Direct
- Footnotes
- F3, F4
EXFY
transaction
Class A Common Stock
Sale
- Transaction value
- $8,496
- Shares
- -10,114
- Change %
- -4.4%
- Price
- $0.8400
- Shares after
- 221,144
- Date
- 24 Mar 2026
- Ownership
- Direct
- Footnotes
- F5, F6
EXFY
holding
Class A Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,228,480
- Date
- 13 Mar 2026
- Ownership
- See note
- Footnotes
- F7
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
EXFY
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- Shares
- -14,463
- Change %
- -6.7%
- Price
- $0.000000*
- Shares after
- 202,484
- Date
- 15 Mar 2026
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 14,463
- Exercise price
- Footnotes
- F2, F8
EXFY
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- Shares
- -14,463
- Change %
- -6.7%
- Price
- $0.000000*
- Shares after
- 202,484
- Date
- 15 Mar 2026
- Ownership
- Direct
- Underlying class
- LT50 Common Stock
- Underlying amount
- 14,463
- Exercise price
- Footnotes
- F8, F9
EXFY
transaction
Derivative
LT50 Common Stock
Options Exercise
- Transaction value
- Shares
- +14,463
- Change %
- +5.9%
- Price
- $0.000000*
- Shares after
- 260,336
- Date
- 15 Mar 2026
- Ownership
- See note
- Underlying class
- Class A Common Stock
- Underlying amount
- 14,463
- Exercise price
- Footnotes
- F9, F10, F11
EXFY
holding
Derivative
LT50 Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 3,583,249
- Date
- 13 Mar 2026
- Ownership
- See note
- Underlying class
- Class A Common Stock
- Underlying amount
- 3,583,249
- Exercise price
- Footnotes
- F7, F10, F11
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 11 footnotes
Footnote F1
Shares granted as matched shares pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").
Footnote F2
Each restricted stock unit ("RSU") represents the contingent right to receive one share of Class A common stock. This transaction represents the settlement of vested RSUs in shares of Class A Common Stock.
Footnote F3
Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer.
Footnote F4
The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes for shares granted as matched shares under the SPMP for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $0.74 to $0.78, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
Footnote F5
Represents the Reporting Person's pro rata portion of the total shares sold on the transaction date to cover taxes upon the vesting of RSUs for certain employees of the Issuer.
Footnote F6
The price reported in Column 4 is a weighted average price of all shares sold on the transaction date by the Issuer's broker to cover taxes upon the vesting of RSUs for certain employees of the Issuer. These shares were sold in multiple transactions at prices ranging from $0.82 to $0.86, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
Footnote F7
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.
Footnote F8
The restricted stock units vest 12.5% on September 15, 2022 and 1/32nd each quarter thereafter, on December 15th, March 15th, June 15th and September 15th.
Footnote F9
Each restricted stock unit represents the contingent right to receive one share of LT50 common stock. This transaction represents the settlement of vested RSUs in shares of LT50 Common Stock.
Footnote F10
The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.
Footnote F11
Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust.