Quick Takeaways
- EXFY - Expensify, Inc. has 16 insiders with reported activity on this page.
- Net insider value flow over the last year: +$869,170.
- Recent transaction rows are available for direct filing-level review.
- Info
- Insider Trading
- Financials
- Holders
Insider Transactions Reported by 16 Insiders of Expensify, Inc.
- Symbol
- EXFY on Nasdaq
- Location
- San Francisco, CA
What Changed
- Buy value: $2,191,509; sell value: $1,322,339.
- Net share flow: +1,657,053.
Why This Matters
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Official SEC Source
Insider trading overview
Last 12 monthsNet insider flow leans to buying over the last 12 months. Net value: +$869,170.
Buys
$2,191,509
Shares: 2,303,444
Insiders: 2
Sells
$1,322,339
Shares: 646,391
Insiders: 6
Net
+$869,170
Shares: +1,657,053
Insiders: -4
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 2,263,444 | 60,000 | $2,134,309 | $70,500 | +$2,063,809 |
| 3-6 | 40,000 | 149,393 | $57,200 | $229,959 | -$172,759 |
| 6-9 | 0 | 177,167 | $0 | $337,181 | -$337,181 |
| 9-12 | 0 | 259,831 | $0 | $684,699 | -$684,699 |
Expensify, Inc. executives and other stock owners filed with the SEC include:
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Octopus Head, Inc | 10%+ Owner | $16,291,600 | Mixed | 09 Nov 2021 | ||
| Steven J. McLaughlin | 10%+ Owner | $10,250,850 | +$2,134,309 | +26% | Filing P/S | 03 Mar 2026 |
| David Michael Barrett | Chief Executive Officer, Director | $2,881,761 | -$1,066,138 | -27% | Mixed | 02 Mar 2026 |
| Jason Fahr Mills | Director | $1,088,642 | -$45,396 | -4% | Mixed | 15 Dec 2025 |
| David Martirano | Other* | $1,073,860 | Mixed | 03 Jun 2022 | ||
| Daniel Vidal | Director | $897,517 | -$69,329 | -7.2% | Mixed | 15 Dec 2025 |
| Divo Carlos Eduardo Alvarez | Director | $763,354 | -$13,507 | -1.7% | Median | 30 Dec 2025 |
| Ryan Schaffer | Chief Financial Officer, Director | $520,855 | -$33,770 | -6.1% | Mixed | 15 Dec 2025 |
| Anuradha Muralidharan | Chief Operating Officer, Director | $457,257 | -$94,199 | -17% | Mixed | 15 Dec 2025 |
| Timothy L. Christen | Director | $414,348 | +$57,200 | +16% | Filing P/S | 11 Nov 2025 |
| Ellen Pao | Director | $373,507 | Mixed | 13 Jun 2025 | ||
| Ying Liu | Director | $262,880 | Median | 05 Jan 2026 | ||
| Robert David Lent | Director | Mixed | 09 Nov 2021 | |||
| OpenView Management, LLC | 10%+ Owner | Mixed | 01 Aug 2023 | |||
| Hillsven LLC | 10%+ Owner | Mixed | 02 Jun 2022 | |||
| Blake Charles Bartlett | Director | Mixed | 15 Nov 2021 |
Top shareholders of Expensify, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Octopus Head, Inc |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
6,516,640
|
$16,291,600 | — | 09 Nov 2021 | |
| David Michael Barrett |
13D/G
3/4/5
|
David Barrett, individually and as trustee of the Barrett Family Trust, solely in such trust's capacity as the controlling member of Barrett Trust LLC · Chief Executive Officer, Director |
6.1%
|
4,755,006
|
$14,169,918 | $0 | 31 Dec 2024 | |
| Steven J. McLaughlin |
3/4/5
|
10%+ Owner |
15%
|
12,203,393
|
$10,250,850 | +$2,134,309 | 03 Mar 2026 | |
| VANGUARD GROUP INC |
13F
|
Company |
5.8%
|
4,675,746
|
$7,060,376 | — | 31 Dec 2025 | |
| BlackRock, Inc. |
13F
|
Company |
5.1%
|
4,071,390
|
$6,147,799 | — | 31 Dec 2025 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
2.7%
|
2,170,494
|
$3,274,000 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
2.3%
|
1,854,057
|
$2,799,626 | — | 31 Dec 2025 | |
| CastleKnight Management LP |
13F
|
Company |
2.1%
|
1,730,062
|
$2,612,394 | — | 31 Dec 2025 | |
| MARSHALL WACE, LLP |
13F
|
Company |
1.8%
|
1,436,707
|
$2,169,425 | — | 31 Dec 2025 | |
| Palogic Value Management, L.P. |
13F
|
Company |
1.7%
|
1,403,065
|
$2,118,628 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.7%
|
1,401,032
|
$2,115,900 | — | 31 Dec 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
1.7%
|
1,348,750
|
$2,036,613 | — | 31 Dec 2025 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
1.2%
|
980,208
|
$1,480,114 | — | 31 Dec 2025 | |
| FORMULA GROWTH LTD |
13F
|
Company |
1.1%
|
900,000
|
$1,359,000 | — | 31 Dec 2025 | |
| Jason Fahr Mills |
3/4/5
|
Director |
—
mixed-class rows
|
593,957
mixed-class rows
|
$1,088,642 | -$45,396 | 15 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
0.89%
|
713,578
|
$1,077,503 | — | 31 Dec 2025 | |
| David Martirano |
3/4/5
|
Other* |
—
class O/S missing
|
429,544
|
$1,073,860 | — | 03 Jun 2022 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.84%
|
679,600
|
$1,026,196 | — | 31 Dec 2025 | |
| Daniel Vidal |
3/4/5
|
Director |
—
mixed-class rows
|
569,099
mixed-class rows
|
$897,517 | -$69,329 | 15 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.66%
|
531,276
|
$802,227 | — | 31 Dec 2025 | |
| Divo Carlos Eduardo Alvarez |
3/4/5
|
Director |
0.63%
|
503,267
|
$763,354 | -$13,507 | 30 Dec 2025 | |
| IEQ CAPITAL, LLC |
13F
|
Company |
0.6%
|
482,823
|
$729,063 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.56%
|
448,331
|
$676,980 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.52%
|
418,095
|
$631,324 | — | 31 Dec 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.46%
|
370,735
|
$559,810 | — | 31 Dec 2025 | |
| Ryan Schaffer |
3/4/5
|
Chief Financial Officer, Director |
—
mixed-class rows
|
329,456
mixed-class rows
|
$520,855 | -$33,770 | 15 Dec 2025 | |
| Anuradha Muralidharan |
3/4/5
|
Chief Operating Officer, Director |
—
mixed-class rows
|
272,178
mixed-class rows
|
$457,257 | -$94,199 | 15 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.37%
|
294,037
|
$443,996 | — | 31 Dec 2025 | |
| Timothy L. Christen |
3/4/5
|
Director |
0.36%
|
289,754
|
$414,348 | +$57,200 | 11 Nov 2025 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.33%
|
264,400
|
$399,244 | — | 31 Dec 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.33%
|
264,070
|
$398,746 | — | 31 Dec 2025 | |
| Ellen Pao |
3/4/5
|
Director |
0.21%
|
169,008
|
$373,507 | — | 13 Jun 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.29%
|
233,588
|
$352,719 | — | 31 Dec 2025 | |
| XTX Topco Ltd |
13F
|
Company |
0.24%
|
191,397
|
$289,009 | — | 31 Dec 2025 | |
| Ying Liu |
3/4/5
|
Director |
0.22%
|
174,093
|
$262,880 | — | 05 Jan 2026 | |
| EXCHANGE TRADED CONCEPTS, LLC |
13F
|
Company |
0.22%
|
173,693
|
$262,276 | — | 31 Dec 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.2%
|
160,813
|
$242,828 | — | 31 Dec 2025 | |
| MACKENZIE FINANCIAL CORP |
13F
|
Company |
0.2%
|
160,243
|
$239,892 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.18%
|
147,094
|
$222,038 | — | 31 Dec 2025 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.18%
|
144,300
|
$217,893 | — | 31 Dec 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.17%
|
134,689
|
$203,381 | — | 31 Dec 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.15%
|
121,441
|
$183,376 | — | 31 Dec 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.13%
|
108,123
|
$163,266 | — | 31 Dec 2025 | |
| Wealthspire Advisors, LLC |
13F
|
Company |
0.13%
|
106,212
|
$160,381 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.12%
|
94,790
|
$143,133 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.11%
|
92,116
|
$139,095 | — | 31 Dec 2025 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
0.1%
|
84,329
|
$126,915 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.1%
|
77,657
|
$117,262 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.09%
|
70,036
|
$105,755 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.07%
|
59,362
|
$89,636 | — | 31 Dec 2025 |
Recent Insider Transactions by Companies or Individuals for Expensify, Inc.
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Steven J. McLaughlin | EXFY | Class A Common Stock | Purchase | 4.27% | $420,000 | $0.8400 | 500,000 | 12,203,393 | 11 Mar 2026 | See Footnote |
| Steven J. McLaughlin | EXFY | Class A Common Stock | Purchase | 4.05% | $432,660 | $0.9490 | 455,911 | 11,703,393 | 09 Mar 2026 | See Footnote |
| Steven J. McLaughlin | EXFY | Class A Common Stock | Purchase | 4.46% | $461,654 | $0.9610 | 480,389 | 11,247,482 | 06 Mar 2026 | See Footnote |
| Steven J. McLaughlin | EXFY | Class A Common Stock | Purchase | 3.13% | $334,995 | $1.02 | 327,144 | 10,767,093 | 04 Mar 2026 | See Footnote |
| Steven J. McLaughlin | EXFY | Class A Common Stock | Purchase | 5.03% | $485,000 | $0.9700 | 500,000 | 10,439,949 | 03 Mar 2026 | See Footnote |
| David Michael Barrett | EXFY | Class A Common Stock | Sale | -2.28% | $27,000 | $0.9000 | -30,000 | 1,288,480 | 02 Mar 2026 | See note |
| David Michael Barrett | EXFY | Class A Common Stock | Sale | -2.22% | $43,500 | $1.45 | -30,000 | 1,318,480 | 02 Feb 2026 | See note |
| Ying Liu | EXFY | Class A Common Stock | Award | 1.98% | 3,386 | 174,093 | 05 Jan 2026 | Direct | ||
| Divo Carlos Eduardo Alvarez | EXFY | Class A Common Stock | Other | -1.83% | -5,312 | 285,508 | 05 Jan 2026 | Direct | ||
| Divo Carlos Eduardo Alvarez | EXFY | LT10 Common Stock | Other | 2.5% | 5,312 | 217,759 | 05 Jan 2026 | See note | ||
| Divo Carlos Eduardo Alvarez | EXFY | Class A Common Stock | Other | -2.62% | -7,839 | 290,820 | 04 Jan 2026 | Direct | ||
| Divo Carlos Eduardo Alvarez | EXFY | LT10 Common Stock | Other | 3.83% | 7,839 | 212,447 | 04 Jan 2026 | See note | ||
| David Michael Barrett | EXFY | Class A Common Stock | Sale | -2.18% | $45,000 | $1.50 | -30,000 | 1,348,480 | 02 Jan 2026 | See note |
| Divo Carlos Eduardo Alvarez | EXFY | Class A Common Stock | Other | -6.41% | -20,441 | 298,659 | 31 Dec 2025 | Direct | ||
| Divo Carlos Eduardo Alvarez | EXFY | Class A Common Stock | Sale | -2% | $9,756 | $1.50 | -6,504 | 319,100 | 31 Dec 2025 | Direct |
| Divo Carlos Eduardo Alvarez | EXFY | LT10 Common Stock | Other | 11.1% | 20,441 | 204,608 | 31 Dec 2025 | See note | ||
| Divo Carlos Eduardo Alvarez | EXFY | Class A Common Stock | Sale | -0.75% | $3,751 | $1.52 | -2,468 | 325,604 | 30 Dec 2025 | Direct |
| Daniel Vidal | EXFY | Class A Common Stock | Sale | -0.77% | $4,294 | $1.52 | -2,825 | 366,049 | 30 Dec 2025 | Direct |
| David Michael Barrett | EXFY | Class A Common Stock | Sale | -6.37% | $21,984 | $1.52 | -14,463 | 212,567 | 30 Dec 2025 | Direct |
| Jason Fahr Mills | EXFY | Class A Common Stock | Sale | -0.78% | $5,808 | $1.52 | -3,821 | 486,962 | 30 Dec 2025 | Direct |
| Ryan Schaffer | EXFY | Class A Common Stock | Sale | -1.89% | $5,963 | $1.52 | -3,923 | 203,936 | 30 Dec 2025 | Direct |
| Jason Fahr Mills | EXFY | Class A Common Stock | Sale | -1.19% | $9,072 | $1.55 | -5,853 | 486,962 | 17 Dec 2025 | Direct |
| Daniel Vidal | EXFY | Class A Common Stock | Sale | -1.3% | $7,497 | $1.55 | -4,837 | 366,049 | 17 Dec 2025 | Direct |
| Anuradha Muralidharan | EXFY | Class A Common Stock | Sale | -0.67% | $811 | $1.55 | -523 | 77,770 | 17 Dec 2025 | Direct |
| David Michael Barrett | EXFY | Class A Common Stock | Sale | -1.18% | $3,943 | $1.55 | -2,544 | 212,567 | 17 Dec 2025 | Direct |
| Ryan Schaffer | EXFY | Class A Common Stock | Sale | -1.27% | $4,080 | $1.55 | -2,632 | 203,936 | 17 Dec 2025 | Direct |
| Daniel Vidal | EXFY | Class A Common Stock | Options Exercise | 0.77% | 2,825 | 368,874 | 15 Dec 2025 | Direct | ||
| Daniel Vidal | EXFY | LT50 Common Stock | Options Exercise | 1.79% | 2,825 | 160,670 | 15 Dec 2025 | See note | ||
| Daniel Vidal | EXFY | Restricted Stock Units | Options Exercise | -11.8% | -5,650 | 42,380 | 15 Dec 2025 | Direct | ||
| David Michael Barrett | EXFY | Class A Common Stock | Options Exercise | 6.8% | 14,463 | 227,030 | 15 Dec 2025 | Direct | ||
| David Michael Barrett | EXFY | LT50 Common Stock | Options Exercise | 6.25% | 14,463 | 245,873 | 15 Dec 2025 | See note | ||
| David Michael Barrett | EXFY | Restricted Stock Units | Options Exercise | -11.8% | -28,926 | 216,947 | 15 Dec 2025 | Direct | ||
| Anuradha Muralidharan | EXFY | Class A Common Stock | Options Exercise | 4.07% | 3,168 | 80,938 | 15 Dec 2025 | Direct | ||
| Anuradha Muralidharan | EXFY | LT50 Common Stock | Options Exercise | 2.25% | 3,168 | 143,713 | 15 Dec 2025 | See note | ||
| Anuradha Muralidharan | EXFY | Restricted Stock Units | Options Exercise | -11.8% | -6,336 | 47,527 | 15 Dec 2025 | Direct | ||
| Jason Fahr Mills | EXFY | Class A Common Stock | Options Exercise | 0.78% | 3,821 | 490,783 | 15 Dec 2025 | Direct | ||
| Jason Fahr Mills | EXFY | LT50 Common Stock | Options Exercise | 8.33% | 3,821 | 49,676 | 15 Dec 2025 | See note | ||
| Jason Fahr Mills | EXFY | Restricted Stock Units | Options Exercise | -11.8% | -7,642 | 57,319 | 15 Dec 2025 | Direct | ||
| Ryan Schaffer | EXFY | Class A Common Stock | Options Exercise | 1.92% | 3,923 | 207,859 | 15 Dec 2025 | Direct | ||
| Ryan Schaffer | EXFY | LT50 Common Stock | Options Exercise | 6.25% | 3,923 | 66,683 | 15 Dec 2025 | See note | ||
| Ryan Schaffer | EXFY | Restricted Stock Units | Options Exercise | -11.8% | -7,846 | 58,837 | 15 Dec 2025 | Direct | ||
| Jason Fahr Mills | EXFY | Class A Common Stock | Award | 15.5% | 66,242 | 492,815 | 15 Dec 2025 | Direct | ||
| Daniel Vidal | EXFY | Class A Common Stock | Award | 16.7% | 53,029 | 370,886 | 15 Dec 2025 | Direct | ||
| Anuradha Muralidharan | EXFY | Class A Common Stock | Award | 33.9% | 19,818 | 78,293 | 15 Dec 2025 | Direct | ||
| David Michael Barrett | EXFY | Class A Common Stock | Award | 3.22% | 6,712 | 215,111 | 15 Dec 2025 | Direct | ||
| Ryan Schaffer | EXFY | Class A Common Stock | Award | 11.1% | 20,631 | 206,568 | 15 Dec 2025 | Direct | ||
| David Michael Barrett | EXFY | Class A Common Stock | Sale | -2.13% | $45,600 | $1.52 | -30,000 | 1,378,480 | 01 Dec 2025 | See note |
| Timothy L. Christen | EXFY | Class A Common Stock | Purchase | 16% | $57,200 | $1.43 | 40,000 | 289,754 | 11 Nov 2025 | Direct |
| David Michael Barrett | EXFY | Class A Common Stock | Sale | -2.09% | $48,000 | $1.60 | -30,000 | 1,408,480 | 03 Nov 2025 | See note |
| Daniel Vidal | EXFY | Class A Common Stock | Sale | -2.75% | $14,400 | $1.60 | -9,000 | 317,857 | 03 Nov 2025 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.