EXFY · Insider Trading

Expensify, Inc. Class A Common Stock

Every open-market purchase and sale reported by EXFY officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.

Form 4 Filings
50
most recent
Open-Market Buys
2
code P
Sales
16
code S
Reporting Insiders
10
current holders
EXFY — Recent Form 4 Transactions (latest 2026-07-07)
FiledInsiderRole TypeSharesValue
2026-07-07 Timothy L Christen Director A +123,762 —
2026-07-07 Ying Liu Director A +123,762 —
2026-07-07 Ying Liu Director A +3,731 —
2026-07-07 Ellen Pao Director A +123,762 —
2026-06-26 David Michael Barrett Chief Executive Officer A +2,094,974 deriv. —
2026-06-25 Ryan Schaffer Chief Financial Officer A +1,164,596 deriv. —
2026-06-25 Jason Fahr Mills Director A +1,160,447 deriv. —
2026-06-25 David Michael Barrett Chief Executive Officer A +2,094,974 deriv. —
2026-06-25 Daniel Vidal Director A +1,160,447 deriv. —
2026-06-16 Divo Carlos Eduardo Alvarez Director Sell −10,700 −$13.70K
2026-06-11 Daniel Vidal Director MIXED +88,496 +$53.43K
2026-06-11 Jason Fahr Mills Director MIXED +62,672 +$27.26K
2026-06-11 Divo Carlos Eduardo Alvarez Director MIXED +91,579 +$32.54K
2026-06-11 Ryan Schaffer Chief Financial Officer MIXED +34,735 +$18.27K
2026-06-11 David Michael Barrett Chief Executive Officer Sell −30,000 −$25.50K
2026-06-11 David Michael Barrett Chief Executive Officer MIXED +8,577 −$10.54K
2026-06-02 David Michael Barrett Chief Executive Officer Sell −30,000 −$34.50K
2026-05-28 Divo Carlos Eduardo Alvarez Director Sell −10,000 −$11.30K
2026-05-11 Ying Liu Director A +5,376 —
2026-05-11 David Michael Barrett Chief Executive Officer Sell −30,000 −$32.40K
2026-03-18 SF Roofdeck GP LLC 10%+ Owner Buy +2,263,444 +$2.13M
2026-03-03 David Michael Barrett Chief Executive Officer Sell −30,000 −$27.00K
2026-02-18 Ying Liu Director A +3,386 —
2026-02-04 David Michael Barrett Chief Executive Officer Sell −30,000 −$43.50K
2026-01-12 Divo Carlos Eduardo Alvarez Director MIXED −42,564 −$13.51K
2026-01-05 Anuradha Muralidharan Chief Operating Officer M +3,168 —
2026-01-05 Daniel Vidal Director MIXED — −$4.29K
2026-01-05 Ryan Schaffer Chief Financial Officer MIXED — −$5.96K
2026-01-05 David Michael Barrett Chief Executive Officer MIXED −30,000 −$66.98K
2026-01-05 Jason Fahr Mills Director MIXED — −$5.81K
2025-12-18 Daniel Vidal Director MIXED +48,192 +$52.43K
2025-12-18 David Michael Barrett Chief Executive Officer MIXED +4,168 −$3.94K
2025-12-18 Jason Fahr Mills Director MIXED +60,389 +$62.07K
2025-12-18 Anuradha Muralidharan Chief Operating Officer MIXED +19,295 +$29.83K
2025-12-18 Ryan Schaffer Chief Financial Officer MIXED +17,999 +$18.29K
2025-12-05 David Michael Barrett Chief Executive Officer Sell −30,000 −$45.60K
2025-11-13 Timothy L Christen Director Buy +40,000 +$57.20K
2025-11-05 Daniel Vidal Director Sell −9,000 −$14.40K
2025-11-05 David Michael Barrett Chief Executive Officer Sell −30,000 −$48.00K
2025-10-08 Ying Liu Director A +2,500 —
2025-10-03 David Michael Barrett Chief Executive Officer Sell −30,000 −$53.70K
2025-09-24 Jason Fahr Mills Director Sell −1,869 −$4.15K
2025-09-24 Daniel Vidal Director Sell −1,582 −$3.51K
2025-09-24 David Michael Barrett Chief Executive Officer Sell −10,589 −$23.51K
2025-09-24 Ryan Schaffer Chief Financial Officer Sell −2,820 −$6.26K
2025-09-24 Anuradha Muralidharan Chief Operating Officer Sell −2,566 −$5.70K
2025-09-24 Jason Fahr Mills Director MIXED +60,041 +$70.43K
2025-09-24 Ryan Schaffer Chief Financial Officer MIXED +14,650 +$9.04K
2025-09-24 David Michael Barrett Chief Executive Officer MIXED +8,312 −$24.56K
2025-09-24 Anuradha Muralidharan Chief Operating Officer MIXED — −$8.10K
EXFY — Current Insider Holders
InsiderRole Shares HeldValue
SF Roofdeck GP LLC 10%+ Owner 10,439,949 $19.31M
David Michael Barrett Chief Executive Officer 1,459,738 $2.70M
Jason Fahr Mills Director 551,420 $1.02M
Daniel Vidal Director 462,213 $855.09K
Timothy L Christen Director 413,516 $765.00K
Ellen Pao Director 292,770 $541.62K
Ryan Schaffer Chief Financial Officer 240,782 $445.45K
Divo Carlos Eduardo Alvarez Director 234,080 $433.05K
Ying Liu Director 183,200 $338.92K
Anuradha Muralidharan Chief Operating Officer 80,938 $149.74K
EXFY Insider Trading FAQ
Who are the insiders at EXFY?
10 officers, directors and 10%+ beneficial owners currently report holdings in EXFY via SEC Form 4.
Are EXFY insiders buying or selling?
Across the 50 most recent Form 4 filings for EXFY, 2 were open-market purchases (code P) and 16 were sales (code S). Sales frequently reflect scheduled 10b5-1 plans or tax withholding rather than a view on the stock.
How current is EXFY insider data?
Form 4 must be filed within two business days of the transaction, so this is close to real time. The most recent EXFY filing is dated 2026-07-07.
How to read Form 4 activity

Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.

Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.

Full filing history and per-insider positions are on the EXFY quote page; the site-wide leaderboard is on the insider transactions hub.

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.