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 runs Expensify, Inc.
Officers and directors as they report to the SEC on Forms 3, 4 and 5, named as filedChief executive, as filed
Barrett David Michael
Chief Executive Officer. First filing Nov 2021, latest Jun 26, 2026, 84 filings in all.
Officers reporting now
3
of 9 people with a filing in the last fifteen months
Directors reporting now
6
11 people on the record since 2021
Officerssales are open-market, Nov 12, 2025 to Nov 12, 2026
| Name | Title as filed | First filing | Latest filing | Sales, 12 months |
|---|---|---|---|---|
| Barrett David Michael | Chief Executive Officer | Nov 2021 | Jun 26, 2026 | 11 · $300,000 |
| Schaffer Ryan | Chief Financial Officer | Nov 2021 | Jun 25, 2026 | 4 · $0.00 |
| Muralidharan Anuradha | Chief Operating Officer | Nov 2021 | Jan 5, 2026 | 1 · $0.00 |
Directorssales are open-market, Nov 12, 2025 to Nov 12, 2026
| Name | Role | First filing | Latest filing | Sales, 12 months |
|---|---|---|---|---|
| Christen Timothy L | director | Nov 2021 | Jul 7, 2026 | none |
| Liu Ying | director | Nov 2021 | Jul 7, 2026 | none |
| Pao Ellen | director | Nov 2021 | Jul 7, 2026 | none |
| Mills Jason Fahr | director | Nov 2021 | Jun 25, 2026 | 4 · $0.00 |
| Vidal Daniel | director | Nov 2021 | Jun 25, 2026 | 4 · $0.00 |
| Alvarez Divo Carlos Eduardo | director | Dec 2025 | Jun 16, 2026 | 8 · $100,000 |
Owners of more than 10% of a classsales are open-market, Nov 12, 2025 to Nov 12, 2026
| Name | Role | First filing | Latest filing | Sales, 12 months |
|---|---|---|---|---|
| Exp 2020 Spv LP | 10% owner | Aug 2023 | Nov 12, 2026 | none |
| Mclaughlin Steven J. | 10% owner | Aug 2023 | Nov 12, 2026 | none |
| Sf Roofdeck Gp LLC | 10% owner | Aug 2023 | Nov 12, 2026 | none |
| Steven J. Mclaughlin Revocable Trust | 10% owner | Aug 2023 | Nov 12, 2026 | none |
Earlier names on the record14, newest filing first
Openview Affiliates Fund IV, L.P. · 10% owner · last filing Aug 2023Openview General Partner IV, L.P. · 10% owner · last filing Aug 2023Openview Management, LLC · 10% owner · last filing Aug 2023Openview Venture Partners IV, L.P. · 10% owner · last filing Aug 2023Demartini James G B III · 10% owner · last filing Jul 2022Fbhr Associates LLC · 10% owner · last filing Jul 2022Hillsven LLC · 10% owner · last filing Jul 2022Unameit Trust Under Declaration Of Trust Dated March 10, 2000 · 10% owner · last filing Jul 2022Martirano David · 10% owner · last filing Jun 2022Bartlett Blake Charles · director · last filing Nov 2021415 Foundation · 10% owner · last filing Nov 2021Octopus Head, Inc · 10% owner · last filing Nov 2021Stankiewicz Witold · 10% owner · last filing Nov 2021Lent Robert David · director · last filing Nov 2021
A person is listed as reporting now after a filing in the last fifteen months. The record shows when someone last filed; it does not say why they stopped. Each name links to the filings on sec.gov.