🕵️ Expensify, Inc. ($EXFY)
SEC insider & ownership activity, last 12 months · CIK 1476840 · every row links its SEC filing
Over the last 12 months insiders sold $873K against $2.2M of open-market buying. Steven J. McLaughlin bought $2.1M (Mar). 5 planned sales are pending, the largest $25K (David Barrett). One red-flag 8-K in the window: Delisting notice (3.01), Apr 17, 2026.
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Monthly net open-market insider flow, last 12 months (up = net buying)
Insider flow
2 buyers, $2.2M (6 lots) · 6 sellers, $873K (59 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| Steven J. McLaughlin | 5 | $2.1M | 0 | – | Mar 11, 2026 |
| Barrett David Michael | 0 | – | 18 | $556K | Jun 1, 2026 |
| Anu Muralidharan | 0 | – | 7 | $93K | Dec 17, 2025 |
| Carlos Alvarez | 0 | – | 8 | $86K | Jun 15, 2026 |
| Vidal Daniel | 0 | – | 10 | $66K | Mar 24, 2026 |
| Timothy L. Christen | 1 | $57K | 0 | – | Nov 11, 2025 |
| Mills Jason Fahr | 0 | – | 8 | $41K | Mar 24, 2026 |
| Schaffer Ryan | 0 | – | 8 | $33K | Mar 24, 2026 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| David Barrett, Individually and AS (trustee) | 6.1% | 13G | Feb 13, 2025 | filing ↗ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| Carlos Alvarez Divo | $24K | Jun 15, 2026 | filing ↗ |
| Carlos Alvarez | $13K | Jun 15, 2026 | filing ↗ |
| David Barrett | $25K | Jun 15, 2026 | filing ↗ |
| Daniel Vidal | $13K | Jun 15, 2026 | filing ↗ |
| Jason Mills | $14K | Jun 15, 2026 | filing ↗ |
| Ryan Schaffer | $11K | Jun 15, 2026 | filing ↗ |
| Carlos Alvarez | $11K | May 15, 2026 | filing ↗ |
| Carlos Alvarez | $30K | Apr 28, 2026 | filing ↗ |
| David Barrett | $78K | Apr 1, 2026 | filing ↗ |
| Carlos Alvarez Divo | $7K | Mar 17, 2026 | filing ↗ |
| David Barrett | $13K | Mar 17, 2026 | filing ↗ |
| Daniel Vidal | $7K | Mar 17, 2026 | filing ↗ |
| Jason Mills | $8K | Mar 17, 2026 | filing ↗ |
| Ryan Schaffer | $6K | Mar 17, 2026 | filing ↗ |
| David Barrett | $135K | Jan 2, 2026 | filing ↗ |
| Carlos Alvarez Divo | $14K | Dec 30, 2025 | filing ↗ |
| David Barrett | $22K | Dec 30, 2025 | filing ↗ |
| Daniel Vidal | $4K | Dec 30, 2025 | filing ↗ |
| Jason Mills | $6K | Dec 30, 2025 | filing ↗ |
| Anu Muralidharan | $5K | Dec 30, 2025 | filing ↗ |
| Ryan Schaffer | $6K | Dec 30, 2025 | filing ↗ |
| David Barrett | $4K | Dec 17, 2025 | filing ↗ |
| Daniel Vidal | $7K | Dec 17, 2025 | filing ↗ |
| Jason Mills | $9K | Dec 17, 2025 | filing ↗ |
| Anu Muralidharan | $811 | Dec 17, 2025 | filing ↗ |
| Ryan Schaffer | $4K | Dec 17, 2025 | filing ↗ |
| Daniel Vidal | $14K | Nov 3, 2025 | filing ↗ |
| Anuradha Muralidharan | $29K | Sep 19, 2025 | filing ↗ |
| David Barrett | $200K | Sep 15, 2025 | filing ↗ |
| Daniel Vidal | $11K | Sep 15, 2025 | filing ↗ |
| Jason Mills | $13K | Sep 15, 2025 | filing ↗ |
| Anu Muralidharan | $7K | Sep 15, 2025 | filing ↗ |
| Ryan Schaffer | $11K | Sep 15, 2025 | filing ↗ |
| Anuradha Muralidharan | $49K | Aug 27, 2025 | filing ↗ |
| Daniel Vidal | $2K | Aug 20, 2025 | filing ↗ |
| Jason Mills | $2K | Aug 20, 2025 | filing ↗ |
| Anu Muralidharan | $3K | Aug 20, 2025 | filing ↗ |
| Ryan Schaffer | $2K | Aug 20, 2025 | filing ↗ |
| Vidal Daniel | $18K | Aug 1, 2025 | filing ↗ |
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Other events (8.01) | May 28, 2026 | filing ↗ |
| Shareholder vote (5.07) | May 22, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | May 13, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | May 13, 2026 | filing ↗ |
| Earnings (2.02) | May 7, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | May 7, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | May 7, 2026 | filing ↗ |
| Delisting notice (3.01) | Apr 17, 2026 | filing ↗ |
| Earnings (2.02) | Feb 26, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Feb 26, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Feb 26, 2026 | filing ↗ |
| Officer/director changes (5.02) | Dec 29, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Dec 29, 2025 | filing ↗ |
| Earnings (2.02) | Nov 6, 2025 | filing ↗ |
| Reg FD disclosure (7.01) | Nov 6, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Nov 6, 2025 | filing ↗ |
| Material agreement (1.01) | Oct 9, 2025 | filing ↗ |
| New financial obligation (2.03) | Oct 9, 2025 | filing ↗ |
| Earnings (2.02) | Aug 7, 2025 | filing ↗ |
| Reg FD disclosure (7.01) | Aug 7, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Aug 7, 2025 | filing ↗ |