Comparable stake leader
David Michael Barrett
SEC ownership of Expensify, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001476840.
Disclosed value leader
David Michael Barrett
Comparable rows
50/50
Latest evidence
05 Jul 2026
- Public ticker
- EXFY on Nasdaq
- Parsed ownership sources
-
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
David Michael Barrett
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
David Michael Barrett
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
05 Jul 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001476840
- Issuer location
- San Francisco, CA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Expensify, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
David Michael Barrett
Disclosed value leader
David Michael Barrett
Comparable rows
50/50
Latest evidence
05 Jul 2026
13D/G
3/4/5
13F
Lead comparable stake: 6.1%
13D/G row: David Michael Barrett
Showing 1-8 of 50 holder rows.
Quick read
David Michael Barrett leads the comparable SEC ownership view at 6.1%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens David Michael Barrett's linked filing trail.
Comparable ownership
Top 5
David Michael Barrett
6.1%
Steven J. McLaughlin
15%
Timothy L. Christen
0.51%
Ellen Pao
0.36%
Ying Liu
0.23%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| 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%
|
$14,169,918
4,755,006 shares
|
$0 | 31 Dec 2024 |
| Steven J. McLaughlin |
3/4/5
10%+ Owner
|
15%
|
$10,250,850
12,203,393 shares
|
+$2,134,309 | 03 Mar 2026 |
| Timothy L. Christen |
3/4/5
Director
|
0.51%
|
$475,543
413,516 shares
|
+$57,200 | 22 May 2026 |
| Ellen Pao |
3/4/5
Director
|
0.36%
|
$336,685
292,770 shares
|
— | 22 May 2026 |
| Ying Liu |
3/4/5
Director
|
0.23%
|
$159,365
183,200 shares
|
— | 05 Jul 2026 |
| BlackRock, Inc. |
13F
Company
|
5%
|
$3,474,821
3,994,506 shares
|
— | 31 Mar 2026 |
| Palogic Value Management, L.P. |
13F
Company
|
3.1%
|
$2,194,380
2,522,566 shares
|
— | 31 Mar 2026 |
| Verition Fund Management LLC |
13F
Company
|
2.9%
|
$2,044,265
2,350,000 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$1,361,254.
Buys
$2,191,509
Insiders: 2
Sells
$830,255
Insiders: 6
Net
+$1,361,254
Shares: +1,720,013
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 2,303,444
Shares: 583,431
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 111,428 | $0 | $122,931 | -$122,931 |
| 3-6 | 2,263,444 | 145,443 | $2,134,309 | $140,184 | +$1,994,125 |
| 6-9 | 40,000 | 149,393 | $57,200 | $229,959 | -$172,759 |
| 9-12 | 0 | 177,167 | $0 | $337,181 | -$337,181 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-16 of 16 reporting-owner rows connected to Expensify, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
16
Largest Forms 3/4/5 holder
Octopus Head, Inc
Net 12M change
+$1,361,254
Latest report
05 Jul 2026
| 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 | $2,944,179 | -$532,032 | -15% | Mixed | 23 Jun 2026 |
| David Martirano | Other* | $1,073,860 | Mixed | 03 Jun 2022 | ||
| Jason Fahr Mills | Director | $787,684 | -$36,794 | -4.5% | Mixed | 23 Jun 2026 |
| Daniel Vidal | Director | $613,293 | -$62,100 | -9.2% | Mixed | 23 Jun 2026 |
| Divo Carlos Eduardo Alvarez | Director | $528,889 | -$85,786 | -14% | Mixed | 15 Jun 2026 |
| Timothy L. Christen | Director | $475,543 | +$57,200 | +14% | Mixed | 22 May 2026 |
| Anuradha Muralidharan | Chief Operating Officer, Director | $457,257 | -$87,115 | -16% | Mixed | 15 Dec 2025 |
| Ryan Schaffer | Chief Financial Officer, Director | $343,575 | -$26,428 | -7.1% | Mixed | 23 Jun 2026 |
| Ellen Pao | Director | $336,685 | Mixed | 22 May 2026 | ||
| Ying Liu | Director | $159,365 | Mixed | 05 Jul 2026 | ||
| Robert David Lent | Director | Mixed | 09 Nov 2021 | |||
| Blake Charles Bartlett | Director | Mixed | 15 Nov 2021 | |||
| OpenView Management, LLC | 10%+ Owner | Mixed | 01 Aug 2023 | |||
| Hillsven LLC | 10%+ Owner | Mixed | 02 Jun 2022 |
Recent insider transactions for Expensify, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Ying Liu | EXFY | Class A Common Stock | Award | 2.08% | 3,731 | 183,200 | 05 Jul 2026 | Direct | ||
| David Michael Barrett | EXFY | Stock Option | Award | 2,094,974 | 2,031,280 | 23 Jun 2026 | Direct | |||
| Daniel Vidal | EXFY | Stock Option | Award | 1,160,447 | 1,160,447 | 23 Jun 2026 | Direct | |||
| Ryan Schaffer | EXFY | Stock Option | Award | 1,164,596 | 1,164,596 | 23 Jun 2026 | Direct | |||
| Jason Fahr Mills | EXFY | Stock Option | Award | 1,160,447 | 1,160,447 | 23 Jun 2026 | Direct | |||
| Divo Carlos Eduardo Alvarez | EXFY | Class A Common Stock | Sale | -4.37% | $13,696 | $1.28 | -10,700 | 234,080 | 15 Jun 2026 | Direct |
| David Michael Barrett | EXFY | Class A Common Stock | Sale | -2.38% | $34,500 | $1.15 | -30,000 | 1,228,480 | 01 Jun 2026 | See note |
| Ellen Pao | EXFY | Class A Common Stock | Award | 73.2% | 123,762 | 292,770 | 22 May 2026 | Direct | ||
| Ying Liu | EXFY | Class A Common Stock | Award | 67.6% | 123,762 | 306,962 | 22 May 2026 | Direct | ||
| Timothy L. Christen | EXFY | Class A Common Stock | Award | 42.7% | 123,762 | 413,516 | 22 May 2026 | Direct | ||
| Divo Carlos Eduardo Alvarez | EXFY | Class A Common Stock | Sale | -3.92% | $11,300 | $1.13 | -10,000 | 244,780 | 15 May 2026 | Direct |
| David Michael Barrett | EXFY | Class A Common Stock | Sale | -2.33% | $32,400 | $1.08 | -30,000 | 1,258,480 | 01 May 2026 | See note |
| Divo Carlos Eduardo Alvarez | EXFY | Class A Common Stock | Sale | -10.8% | $31,035 | $1.01 | -30,728 | 254,780 | 28 Apr 2026 | Direct |
| Ying Liu | EXFY | Class A Common Stock | Award | 3.09% | 5,376 | 179,469 | 05 Apr 2026 | Direct | ||
| David Michael Barrett | EXFY | Class A Common Stock | Sale | -2.44% | $25,500 | $0.8500 | -30,000 | 1,198,480 | 01 Apr 2026 | See note |
| Divo Carlos Eduardo Alvarez | EXFY | Class A Common Stock | Sale | -3.57% | $10,085 | $0.8100 | -12,451 | 336,359 | 30 Mar 2026 | Direct |
| Divo Carlos Eduardo Alvarez | EXFY | Class A Common Stock | Sale | -0.48% | $1,427 | $0.8400 | -1,699 | 348,810 | 24 Mar 2026 | Direct |
| Daniel Vidal | EXFY | Class A Common Stock | Sale | -0.33% | $1,268 | $0.8400 | -1,510 | 454,545 | 24 Mar 2026 | Direct |
| Ryan Schaffer | EXFY | Class A Common Stock | Sale | -1.12% | $2,268 | $0.8400 | -2,700 | 238,671 | 24 Mar 2026 | Direct |
| David Michael Barrett | EXFY | Class A Common Stock | Sale | -4.37% | $8,496 | $0.8400 | -10,114 | 221,144 | 24 Mar 2026 | Direct |
| Jason Fahr Mills | EXFY | Class A Common Stock | Sale | -0.32% | $1,500 | $0.8400 | -1,786 | 549,634 | 24 Mar 2026 | Direct |
| Divo Carlos Eduardo Alvarez | EXFY | Class A Common Stock | Award | 10.6% | 33,633 | 350,509 | 20 Mar 2026 | Direct | ||
| Divo Carlos Eduardo Alvarez | EXFY | Class A Common Stock | Sale | -1.93% | $4,735 | $0.7600 | -6,230 | 316,876 | 17 Mar 2026 | Direct |
| Daniel Vidal | EXFY | Class A Common Stock | Sale | -1.33% | $4,680 | $0.7600 | -6,158 | 456,055 | 17 Mar 2026 | Direct |
| Ryan Schaffer | EXFY | Class A Common Stock | Sale | -1.36% | $2,533 | $0.7600 | -3,333 | 241,371 | 17 Mar 2026 | Direct |
| David Michael Barrett | EXFY | Class A Common Stock | Sale | -1.15% | $2,046 | $0.7600 | -2,692 | 231,258 | 17 Mar 2026 | Direct |
| Jason Fahr Mills | EXFY | Class A Common Stock | Sale | -1.21% | $5,145 | $0.7600 | -6,770 | 551,420 | 17 Mar 2026 | Direct |
| Divo Carlos Eduardo Alvarez | EXFY | Class A Common Stock | Options Exercise | 0.77% | 2,467 | 323,106 | 15 Mar 2026 | Direct | ||
| Divo Carlos Eduardo Alvarez | EXFY | LT50 Common Stock | Options Exercise | 1.5% | 2,467 | 166,567 | 15 Mar 2026 | See note | ||
| Divo Carlos Eduardo Alvarez | EXFY | Restricted Stock Units | Options Exercise | -12.5% | -4,934 | 34,545 | 15 Mar 2026 | Direct | ||
| Daniel Vidal | EXFY | Class A Common Stock | Options Exercise | 0.62% | 2,826 | 462,213 | 15 Mar 2026 | Direct | ||
| Daniel Vidal | EXFY | LT50 Common Stock | Options Exercise | 1.76% | 2,826 | 163,496 | 15 Mar 2026 | See note | ||
| Daniel Vidal | EXFY | Restricted Stock Units | Options Exercise | -12.5% | -5,652 | 39,554 | 15 Mar 2026 | Direct | ||
| Ryan Schaffer | EXFY | Class A Common Stock | Options Exercise | 1.63% | 3,922 | 244,704 | 15 Mar 2026 | Direct | ||
| Ryan Schaffer | EXFY | LT50 Common Stock | Options Exercise | 5.88% | 3,922 | 70,605 | 15 Mar 2026 | See note | ||
| Ryan Schaffer | EXFY | Restricted Stock Units | Options Exercise | -12.5% | -7,844 | 54,915 | 15 Mar 2026 | Direct | ||
| David Michael Barrett | EXFY | Class A Common Stock | Options Exercise | 6.59% | 14,463 | 233,950 | 15 Mar 2026 | Direct | ||
| David Michael Barrett | EXFY | LT50 Common Stock | Options Exercise | 5.88% | 14,463 | 260,336 | 15 Mar 2026 | See note | ||
| David Michael Barrett | EXFY | Restricted Stock Units | Options Exercise | -12.5% | -28,926 | 202,484 | 15 Mar 2026 | Direct | ||
| Jason Fahr Mills | EXFY | Class A Common Stock | Options Exercise | 0.69% | 3,822 | 558,190 | 15 Mar 2026 | Direct | ||
| Jason Fahr Mills | EXFY | LT50 Common Stock | Options Exercise | 7.69% | 3,822 | 53,498 | 15 Mar 2026 | See note | ||
| Jason Fahr Mills | EXFY | Restricted Stock Units | Options Exercise | -12.5% | -7,644 | 53,497 | 15 Mar 2026 | Direct | ||
| Divo Carlos Eduardo Alvarez | EXFY | Class A Common Stock | Award | 31% | 75,859 | 320,639 | 13 Mar 2026 | Direct | ||
| Daniel Vidal | EXFY | Class A Common Stock | Award | 25.5% | 93,338 | 459,387 | 13 Mar 2026 | Direct | ||
| Ryan Schaffer | EXFY | Class A Common Stock | Award | 18.1% | 36,846 | 240,782 | 13 Mar 2026 | Direct | ||
| David Michael Barrett | EXFY | Class A Common Stock | Award | 3.26% | 6,920 | 219,487 | 13 Mar 2026 | Direct | ||
| Jason Fahr Mills | EXFY | Class A Common Stock | Award | 13.8% | 67,406 | 554,368 | 13 Mar 2026 | Direct | ||
| 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 |
* marks a reported price that did not pass the local price check.