EXFY insider buying and SEC filings, explained
Expensify, Inc. · CIK 1476840
Tracked: Forms 3/4/5, 8-K, NT · All filings on sec.gov
Company profile
- Exchanges
- Nasdaq
- Industry (SIC)
- Services-Prepackaged Software
- State of incorporation
- DE
- Fiscal year end
- Dec 31
Insider activity in the last 12 months
Bought
$2.2M
Insiders who bought
2
Sold (not marked 10b5-1)
$99K
Planned sales (10b5-1)
$394K
Insider purchases and sales, last 12 months
| Traded | Type | What was filed | Source |
|---|---|---|---|
| Jun 15, 2026 | Planned (10b5-1) | Divo Carlos Eduardo Alvarez (Director) sold 10,700 shares at about $1.28 ($14K), marked as a 10b5-1 plan trade. Holdings down 4% to 234,080 shares. | SEC filing Filed Jun 16, 2026 |
| Apr 1, 2026 | Planned (10b5-1) | David Michael Barrett (CEO and Director) sold 30,000 shares indirectly at $0.8500 ($26K), marked as a 10b5-1 plan trade. Indirect holdings down 2% to 1,198,480 shares. | SEC filing Filed Jun 11, 2026 |
| Mar 17–30, 2026 | Sale | Divo Carlos Eduardo Alvarez (Director) sold 20,380 shares between Mar 17 and Mar 30 at about $0.7972 ($16K). Holdings down 6% to 336,359 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jun 11, 2026 |
| Mar 17–24, 2026 | Sale | David Michael Barrett (CEO and Director) sold 12,806 shares between Mar 17 and Mar 24 at about $0.8232 ($11K). Holdings down 5% to 221,144 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jun 11, 2026 |
| Mar 17–24, 2026 | Sale | Daniel Vidal (Director) sold 7,668 shares between Mar 17 and Mar 24 at about $0.7758 ($6K). Holdings down 2% to 454,545 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jun 11, 2026 |
| Mar 17–24, 2026 | Sale | Jason Fahr Mills (Director) sold 8,556 shares between Mar 17 and Mar 24 at about $0.7767 ($7K). Holdings down 2% to 549,634 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jun 11, 2026 |
| Mar 17–24, 2026 | Sale | Ryan Schaffer (CFO and Director) sold 6,033 shares between Mar 17 and Mar 24 at about $0.7958 ($5K). Holdings down 2% to 238,671 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jun 11, 2026 |
| Jun 1, 2026 | Planned (10b5-1) | David Michael Barrett (CEO and Director) sold 30,000 shares indirectly at $1.15 ($35K), marked as a 10b5-1 plan trade. Indirect holdings down 2% to 1,228,480 shares. | SEC filing Filed Jun 2, 2026 |
| May 15, 2026 | Planned (10b5-1) | Divo Carlos Eduardo Alvarez (Director) sold 10,000 shares at about $1.13 ($11K), marked as a 10b5-1 plan trade. Holdings down 4% to 244,780 shares. | SEC filing Filed May 28, 2026 |
| May 1, 2026 | Planned (10b5-1) | David Michael Barrett (CEO and Director) sold 30,000 shares indirectly at about $1.08 ($32K), marked as a 10b5-1 plan trade. Indirect holdings down 2% to 1,258,480 shares. | SEC filing Filed May 11, 2026 |
| Apr 28, 2026 | Planned (10b5-1) | Divo Carlos Eduardo Alvarez (Director) sold 30,728 shares at about $1.01 ($31K), marked as a 10b5-1 plan trade. Holdings down 11% to 254,780 shares. | SEC filing Filed Apr 30, 2026 |
| Mar 3–11, 2026 | Purchase (code P) | Steven J. McLaughlin (10% owner) bought 2,263,444 shares indirectly between Mar 3 and Mar 11 at about $0.9424 ($2.1M), reported as a purchase (code P). Indirect holdings up 23% to 12,203,393 shares. Not marked as a 10b5-1 plan trade. Filed jointly with 3 other reporting owners. | SEC filing Filed Mar 18, 2026 |
| Mar 2, 2026 | Planned (10b5-1) | David Michael Barrett (CEO and Director) sold 30,000 shares indirectly at $0.9000 ($27K), marked as a 10b5-1 plan trade. Indirect holdings down 2% to 1,288,480 shares. | SEC filing Filed Mar 3, 2026 |
| Feb 2, 2026 | Planned (10b5-1) | David Michael Barrett (CEO and Director) sold 30,000 shares indirectly at about $1.45 ($44K), marked as a 10b5-1 plan trade. Indirect holdings down 2% to 1,318,480 shares. | SEC filing Filed Feb 4, 2026 |
| Dec 30–31, 2025 | Sale | Divo Carlos Eduardo Alvarez (Director) sold 8,972 shares between Dec 30, 2025 and Dec 31, 2025 at about $1.51 ($14K). Holdings down 3% to 319,100 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jan 12, 2026 |
| Dec 30, 2025–Jan 2, 2026 | Planned (10b5-1) | David Michael Barrett (CEO and Director) sold 44,463 shares directly and indirectly between Dec 30, 2025 and Jan 2 at about $1.51 ($67K), marked as a 10b5-1 plan trade. Direct holdings down 6% to 212,567 shares. | SEC filing Filed Jan 5, 2026 |
| Dec 30, 2025 | Sale | Daniel Vidal (Director) sold 2,825 shares at about $1.52 ($4K). Holdings down 1% to 366,049 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jan 5, 2026 |
| Dec 30, 2025 | Sale | Jason Fahr Mills (Director) sold 3,821 shares at about $1.52 ($6K). Holdings down 1% to 486,962 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jan 5, 2026 |
| Dec 30, 2025 | Sale | Ryan Schaffer (CFO and Director) sold 3,923 shares at about $1.52 ($6K). Holdings down 2% to 203,936 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jan 5, 2026 |
| Dec 17, 2025 | Sale | David Michael Barrett (CEO and Director) sold 2,544 shares at about $1.55 ($4K). Holdings down 1% to 212,567 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Dec 18, 2025 |
| Dec 17, 2025 | Sale | Daniel Vidal (Director) sold 4,837 shares at about $1.55 ($7K). Holdings down 1% to 366,049 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Dec 18, 2025 |
| Dec 17, 2025 | Sale | Jason Fahr Mills (Director) sold 5,853 shares at about $1.55 ($9K). Holdings down 1% to 486,962 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Dec 18, 2025 |
| Dec 17, 2025 | Sale | Anuradha Muralidharan (President / COO and Director) sold 523 shares at about $1.55 ($811). Holdings down 1% to 77,770 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Dec 18, 2025 |
| Dec 17, 2025 | Sale | Ryan Schaffer (CFO and Director) sold 2,632 shares at about $1.55 ($4K). Holdings down 1% to 203,936 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Dec 18, 2025 |
| Dec 1, 2025 | Planned (10b5-1) | David Michael Barrett (CEO and Director) sold 30,000 shares indirectly at about $1.52 ($46K), marked as a 10b5-1 plan trade. Indirect holdings down 2% to 1,378,480 shares. | SEC filing Filed Dec 5, 2025 |
| Nov 11, 2025 | Purchase (code P) | Timothy L Christen (Director) bought 40,000 shares at about $1.43 ($57K), reported as a purchase (code P). Holdings up 16% to 289,754 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Nov 13, 2025 |
| Nov 3, 2025 | Planned (10b5-1) | David Michael Barrett (CEO and Director) sold 30,000 shares indirectly at about $1.60 ($48K), marked as a 10b5-1 plan trade. Indirect holdings down 2% to 1,408,480 shares. | SEC filing Filed Nov 5, 2025 |
| Nov 3, 2025 | Planned (10b5-1) | Daniel Vidal (Director) sold 9,000 shares at about $1.60 ($14K), marked as a 10b5-1 plan trade. Holdings down 3% to 317,857 shares. | SEC filing Filed Nov 5, 2025 |
26 routine transactions (such as grants, option exercises or tax withholding) are not listed.
Cluster buys
No cluster buys in the last 12 months.
Red flags
No red flags in the last 12 months.
Key events
No key events in the last 12 months.
8-K filings, last 12 months
No 8-K filings in the last 12 months.
Red flags are objective triggers only: the item or form filed, never an opinion.
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