Steven J. McLaughlin - 03 Mar 2026 Form 4 Insider Report for Expensify, Inc. (EXFY)

Reporting relationship: 10%+ Owner
Issuer ticker: EXFY
Reported as of: 03 Mar 2026
Net transaction value: +$2,134,309
SEC form: 4
Accepted by SEC: 18 Mar 2026, 15:37:37 UTC
Prior SEC filing: 10 Jul 2024
Source filing: View source filing
Reporting owner signature: /s/ Steven J. McLaughlin

Key filing fact

Steven J. McLaughlin filed Form 4 for Expensify, Inc. (EXFY) on 18 Mar 2026.

Key facts

This page summarizes Steven J. McLaughlin's Form 4 filing for Expensify, Inc. (EXFY).
5 reported transactions and 0 derivative rows are listed below.
Accepted by SEC: 18 Mar 2026, 15:37.

Change

Previous filing in this sequence was filed on 10 Jul 2024.
Current net transaction value: +$2,134,309.

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 (4)

CIK 0001847224 Primary reporting owner

McLaughlin Steven J.

Relationship: 10%+ Owner
Address: 6619 S DIXIE HIGHWAY, #314, MIAMI BEACH
Signature: /s/ Steven J. McLaughlin
Signature date: 18 Mar 2026

CIK 0001989196

Steven J. McLaughlin Revocable Trust

Relationship: 10%+ Owner
Address: 1521 ALTON RD. #345, MIAMI BEACH
Signature: Steve J. McLaughlin Revocable Trust, By: /s/ Steven J. McLaughlin, Authorized Signatory
Signature date: 18 Mar 2026

CIK 0001988981

EXP 2020 SPV LP

Relationship: 10%+ Owner
Address: 1521 ALTON RD. #345, MIAMI BEACH
Signature: EXP 2020 SPV LP By: /s/ Steven J. McLaughlin, Authorized Signatory
Signature date: 18 Mar 2026

CIK 0001989340

SF Roofdeck GP LLC

Relationship: 10%+ Owner
Address: 1521 ALTON RD., #345, MIAMI BEACH
Signature: SF Roofdeck GP LLC, By: /s/ Steven J. McLaughlin, Authorized Signatory
Signature date: 18 Mar 2026

Reported non-derivative transactions

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

EXFY transaction

Class A Common Stock

Purchase

Transaction value: $485,000
Shares: +500,000
Change %: +5%
Price: $0.9700
Shares after: 10,439,949
Date: 03 Mar 2026
Ownership: See Footnote
Footnotes: F1, F2

EXFY transaction

Class A Common Stock

Purchase

Transaction value: $334,995
Shares: +327,144
Change %: +3.1%
Price: $1.02
Shares after: 10,767,093
Date: 04 Mar 2026
Ownership: See Footnote
Footnotes: F2, F3

EXFY transaction

Class A Common Stock

Purchase

Transaction value: $461,654
Shares: +480,389
Change %: +4.5%
Price: $0.9610
Shares after: 11,247,482
Date: 06 Mar 2026
Ownership: See Footnote
Footnotes: F2, F4

EXFY transaction

Class A Common Stock

Purchase

Transaction value: $432,660
Shares: +455,911
Change %: +4.1%
Price: $0.9490
Shares after: 11,703,393
Date: 09 Mar 2026
Ownership: See Footnote
Footnotes: F2, F5

EXFY transaction

Class A Common Stock

Purchase

Transaction value: $420,000
Shares: +500,000
Change %: +4.3%
Price: $0.8400
Shares after: 12,203,393
Date: 11 Mar 2026
Ownership: See Footnote
Footnotes: F2, F6

EXFY holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 1,783,610
Date: 03 Mar 2026
Ownership: See Footnote
Footnotes: F7

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

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 7 footnotes

Footnote F1

Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $0.93 to $1.00, inclusive. The Reporting Persons undertake to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission full information regarding the number of shares purchased at each separate price within the ranges set forth footnotes (1), (3), (4), (5) and (6) to this Form 4.

Footnote F2

These shares are owned directly by the Steven J. McLaughlin Revocable Trust (the "Trust"), of which Steven J. McLaughlin is the sole trustee.

Footnote F3

Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $1.005 to $1.045, inclusive.

Footnote F4

Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $0.94 to $0.98, inclusive.

Footnote F5

Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $0.917 to $0.990, inclusive.

Footnote F6

Weighted average purchase price for shares of Class A Common Stock purchased. Actual purchase price for shares purchased ranged from $0.822 to $0.910, inclusive.

Footnote F7

These shares are owned directly by EXP 2020 SPV LP ("EXP"). SF Roofdeck GP LLC ("Roofdeck") serves as the general partner of EXP. Roofdeck is wholly owned by the Trust, of which Steven J. McLaughlin is the sole trustee. Mr. McLaughlin disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.