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
Who owns Expensify, Inc.
As filed with the SECHolders of 5% or more
1
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 holds 6.1% of Class A Common, par value $0.0001, as its SCHEDULE 13G/A filed Feb 13, 2025 says.
Directors and officers
9
report now, of 11 people on the record since 2021. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 1 named at left.
Holders of 5% or moreshare of the class, as filed
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
SCHEDULE 13G/A · filed Feb 13, 2025 · Class A Common, par value $0.0001
The Vanguard Group
SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%, from 5.4% in Jul 29, 2025
What EXFY reports owning in othersstakes of 5% or more, and other ties
Expensify, Inc. reports no stake in another company in the record.
Insider tradesForm 4
32sales
0purchases
11sales on a scheduled plan
6people selling
$400,000sold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Nov 12, 2025 to Nov 12, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 12, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window8 of 27 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Barrett David Michael | Chief Executive Officer | 11 | $300,000 | 8 | 0 | $0 |
| Alvarez Divo Carlos Eduardo | director | 8 | $100,000 | 3 | 0 | $0 |
| Exp 2020 Spv LP | 10% owner | 0 | $0 | 0 | 5 | $2.1M |
| Mclaughlin Steven J. | 10% owner | 0 | $0 | 0 | 3 | $1.0M |
| Schaffer Ryan | Chief Financial Officer | 4 | $0 | 0 | 0 | $0 |
| Muralidharan Anuradha | Chief Operating Officer | 1 | $0 | 0 | 0 | $0 |
| Mills Jason Fahr | director | 4 | $0 | 0 | 0 | $0 |
| Vidal Daniel | director | 4 | $0 | 0 | 0 | $0 |