Company Analysis

Expensify, Inc. (EXFY)

Nasdaq: EXFY · Services-Prepackaged Software · San Francisco, CA · filing with the SEC since 2009
Grade4.1
◀ Past 3.2● Present 4.8▶ Future 4.1

Filings

135 filings since 2017 beside 526 insider forms · Accelerated filer and smaller reporting company · read from EDGAR on Nov 13, 2026
Due nextAccelerated filer and smaller reporting company
10-K Annual report for the fiscal year ending Dec 31, 2026Accelerated filers have 75 days after the fiscal year ends. by Mar 16, 2027
10-Q Quarterly report for the quarter ending Mar 31, 2027Accelerated filers have 40 days after the quarter ends; quarter ends are taken to the month end. by May 10, 2027

A deadline is the latest date the SEC's rules allow for its filer category. It is not a forecast of the day the company files. Last time, the results release (8-K item 2.02) came 36 days after the quarter ended. The proxy statement was last filed Apr 10, 2026.

Filings a yearinsider forms included
1516914519212975
2009202120222023202420252026

2026 counts to Nov 13, 2026.

Listing warning from its exchange (8-K item 3.01): 1 time in the last 36 months, the newest Apr 21, 2026.Officer or director change (8-K item 5.02): 1 time in the last 36 months, the newest Dec 30, 2025.Auditor change (8-K item 4.01): 1 time in the last 36 months, the newest Mar 10, 2025.
Insider forms 526

Insider forms (3, 4, 5 and 144) are counted each year but not listed here; the people and their trades are on the Ownership tab.

FiledFormWhat it is, in plain wordsPeriodAsk
Nov 10, 2026 SCHEDULE 13G/A Large holder update, amended
Nov 5, 2026 10-Q Quarterly report Sep 30, 2026
Nov 5, 2026 8-K items 2.02, 7.01, 9.01 Results released; Investor disclosure (Regulation FD) · Current report
Aug 6, 2026 8-K items 2.02, 7.01, 9.01 Results released; Investor disclosure (Regulation FD) · Current report
Aug 6, 2026 10-Q Quarterly report Jun 30, 2026
Jun 12, 2026 SC TO-I/A Issuer tender offer, amended
Jun 11, 2026 SC TO-I/A Issuer tender offer, amended
May 29, 2026 SC TO-I/A Issuer tender offer, amended
May 29, 2026 8-K item 8.01 Other event · Current report May 28, 2026
May 27, 2026 8-K item 5.07 Shareholder vote · Current report May 22, 2026
May 13, 2026 SC TO-I Issuer tender offer
May 13, 2026 8-K items 7.01, 9.01 Investor disclosure (Regulation FD) · Current report
May 7, 2026 10-Q Quarterly report Mar 31, 2026
May 7, 2026 8-K items 2.02, 7.01, 9.01 Results released; Investor disclosure (Regulation FD) · Current report
Apr 21, 2026 8-K item 3.01 Listing warning from its exchange · Current report Apr 17, 2026
Apr 10, 2026 DEFA14A Extra proxy material
Apr 10, 2026 DEF 14A Proxy statement
Mar 31, 2026 PRE 14A Preliminary proxy statement Mar 30, 2026
Mar 26, 2026 SCHEDULE 13G/A Large holder update, amended
Feb 26, 2026 10-K Annual report Dec 31, 2025
Feb 26, 2026 8-K items 2.02, 7.01, 9.01 Results released; Investor disclosure (Regulation FD) · Current report
Dec 30, 2025 8-K items 5.02, 9.01 Officer or director change · Current report Dec 29, 2025
Nov 6, 2025 8-K items 2.02, 7.01, 9.01 Results released; Investor disclosure (Regulation FD) · Current report
Nov 6, 2025 10-Q Quarterly report Sep 30, 2025
Oct 15, 2025 8-K items 1.01, 2.03 Major agreement signed; New debt or obligation taken on · Current report Oct 9, 2025
Aug 7, 2025 10-Q Quarterly report Jun 30, 2025
Aug 7, 2025 8-K items 2.02, 7.01, 9.01 Results released; Investor disclosure (Regulation FD) · Current report
Jul 29, 2025 SCHEDULE 13G Large holder notice
Jul 8, 2025 8-K item 1.02 Major agreement ended · Current report Jul 1, 2025
Jun 16, 2025 8-K item 5.07 Shareholder vote · Current report Jun 13, 2025
May 8, 2025 10-Q Quarterly report Mar 31, 2025
May 8, 2025 8-K items 2.02, 7.01, 9.01 Results released; Investor disclosure (Regulation FD) · Current report
Apr 25, 2025 DEFA14A Extra proxy material
Apr 25, 2025 DEF 14A Proxy statement
Mar 10, 2025 8-K item 4.01 Auditor change · Current report Mar 5, 2025
Feb 27, 2025 10-K Annual report Dec 31, 2024
Feb 27, 2025 8-K items 2.02, 7.01, 8.01, 9.01 Results released; Investor disclosure (Regulation FD); Other event · Current report
Feb 13, 2025 SCHEDULE 13G/A Large holder update, amended
Nov 20, 2024 SC 13G/A Large holder update, amended
Nov 8, 2024 10-Q Quarterly report Sep 30, 2024
40 of 135 shown

Every row opens the filing on EDGAR. The plain words are the site's own for each form and each 8-K item; the complete history, insider forms included, is on EDGAR.

SI Assistanton EXFY · research, not advice