Expensify, Inc. planned insider sales
In the last twelve months insiders at Expensify, Inc. filed 32 Form 144 notices of planned sales, 442,557 shares worth $558,673 at the time of filing, from 9 sellers. The latest, filed 18 September 2026: David Barrett (director, officer), 2,601 shares worth $6,112, planned for around 17 September 2026 through Morgan Stanley Smith Barney LLC Executive Financial Services.
| Filed | Seller | Relationship | Shares | Value | Planned sale | Sold, per Form 4 | Broker | How acquired | Filing |
|---|---|---|---|---|---|---|---|---|---|
| 18 September 2026 | David Barrett | Director, Officer | 2,601 | $6,112 | 17 September 2026 | None on Form 4 yet | Morgan Stanley Smith Barney LLC Executive Financial Services | SPMP Purchase | Form 144 |
| 18 September 2026 | Ryan Schaffer | Director, Officer | 3,291 | $7,734 | 17 September 2026 | None on Form 4 yet | Morgan Stanley Smith Barney LLC Executive Financial Services | SPMP Purchase | Form 144 |
| 18 September 2026 | Daniel Vidal | Director | 6,223 | $14,624 | 17 September 2026 | None on Form 4 yet | Morgan Stanley Smith Barney LLC Executive Financial Services | SPMP Purchase | Form 144 |
| 18 September 2026 | Jason Mills | Director | 6,865 | $16,133 | 17 September 2026 | None on Form 4 yet | Morgan Stanley Smith Barney LLC Executive Financial Services | SPMP Purchase | Form 144 |
| 18 September 2026 | Carlos Alvarez | Director | 9,982 | $23,458 | 17 September 2026 | None on Form 4 yet | Morgan Stanley Smith Barney LLC Executive Financial Services | RSU Vesting; SPMP Purchase | Form 144 |
| 15 June 2026 | Carlos Alvarez | Director | 10,700 | $13,482 | 15 June 2026 | 10,700 shares from 15 June 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | Restricted Stock Units | Form 144 |
| 12 June 2026 | Ryan Schaffer | Director, Officer | 8,168 | $10,618 | 15 June 2026 | No matching Form 4 sale | Morgan Stanley Smith Barney LLC Executive Financial Services | RSU Vesting; SPMP Purchase | Form 144 |
| 12 June 2026 | Daniel Vidal | Director | 9,809 | $12,752 | 15 June 2026 | No matching Form 4 sale | Morgan Stanley Smith Barney LLC Executive Financial Services | RSU Vesting; SPMP Purchase | Form 144 |
| 12 June 2026 | Jason Mills | Director | 11,050 | $14,365 | 15 June 2026 | No matching Form 4 sale | Morgan Stanley Smith Barney LLC Executive Financial Services | RSU Vesting; SPMP Purchase | Form 144 |
| 12 June 2026 | Carlos Alvarez Divo | Director | 18,773 | $24,405 | 15 June 2026 | No matching Form 4 sale | Morgan Stanley Smith Barney LLC Executive Financial Services | RSU Vesting; SPMP Purchase | Form 144 |
| 12 June 2026 | David Barrett | Director, Officer | 19,123 | $24,860 | 15 June 2026 | No matching Form 4 sale | Raymod James & Associates Inc | RSU Vesting; SPMP Purchase | Form 144 |
| 15 May 2026 | Carlos Alvarez | Director | 10,000 | $11,400 | 15 May 2026 | 10,000 shares from 15 May 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | Restricted Stock Units | Form 144 |
| 28 April 2026 | Carlos Alvarez | Director | 30,728 | $29,520 | 28 April 2026 | 30,728 shares from 28 April 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | Restricted Stock Units | Form 144 |
| 8 April 2026 | David Barrett | Director, Officer | 90,000 | $78,300 | 1 April 2026 | 60,000 shares from 1 May 2026 | Raymod James & Associates Inc | Founding Shares | Form 144 |
| 18 March 2026 | Ryan Schaffer | Director, Officer | 7,255 | $5,514 | 17 March 2026 | 6,033 shares from 17 March 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | RSU Vesting; SPMP Purchase | Form 144 |
| 18 March 2026 | Carlos Alvarez Divo | Director | 8,697 | $6,610 | 17 March 2026 | 20,380 shares from 17 March 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | RSU Vesting; SPMP Purchase | Form 144 |
| 18 March 2026 | Daniel Vidal | Director | 8,984 | $6,828 | 17 March 2026 | 7,668 shares from 17 March 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | RSU Vesting; SPMP Purchase | Form 144 |
| 18 March 2026 | Jason Mills | Director | 10,592 | $8,050 | 17 March 2026 | 8,556 shares from 17 March 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | RSU Vesting; SPMP Purchase | Form 144 |
| 18 March 2026 | David Barrett | Director, Officer | 17,155 | $13,038 | 17 March 2026 | 42,806 shares from 17 March 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | RSU Vesting; SPMP Purchase | Form 144 |
| 9 January 2026 | Carlos Alvarez Divo | Director | 8,972 | $13,507 | 30 December 2025 | No matching Form 4 sale | Morgan Stanley Smith Barney LLC Executive Financial Services | RSU Vesting | Form 144 |
| 6 January 2026 | David Barrett | Director, Officer | 90,000 | $135,000 | 2 January 2026 | 60,000 shares from 2 February 2026 | Raymod James & Associates Inc | Founding Shares | Form 144 |
| 31 December 2025 | Daniel Vidal | Director | 2,825 | $4,294 | 30 December 2025 | 2,825 shares from 30 December 2025 | Morgan Stanley Smith Barney LLC Executive Financial Services | RSU Vesting | Form 144 |
| 31 December 2025 | Anu Muralidharan | Former Director, Former Officer | 3,168 | $4,815 | 30 December 2025 | No matching Form 4 sale | Morgan Stanley Smith Barney LLC Executive Financial Services | RSU Vesting | Form 144 |
| 31 December 2025 | Jason Mills | Director | 3,821 | $5,808 | 30 December 2025 | 3,821 shares from 30 December 2025 | Morgan Stanley Smith Barney LLC Executive Financial Services | RSU Vesting | Form 144 |
| 31 December 2025 | Ryan Schaffer | Director, Officer | 3,923 | $5,963 | 30 December 2025 | 3,923 shares from 30 December 2025 | Morgan Stanley Smith Barney LLC Executive Financial Services | RSU Vesting | Form 144 |
| 31 December 2025 | David Barrett | Director, Officer | 14,463 | $21,984 | 30 December 2025 | 44,463 shares from 30 December 2025 | Morgan Stanley Smith Barney LLC Executive Financial Services | RSU Vesting | Form 144 |
| 18 December 2025 | Anu Muralidharan | Director, Officer | 523 | $811 | 17 December 2025 | 523 shares from 17 December 2025 | Morgan Stanley Smith Barney LLC Executive Financial Services | SPMP Purchase | Form 144 |
| 18 December 2025 | David Barrett | Director, Officer | 2,544 | $3,943 | 17 December 2025 | 2,544 shares from 17 December 2025 | Morgan Stanley Smith Barney LLC Executive Financial Services | SPMP Purchase | Form 144 |
| 18 December 2025 | Ryan Schaffer | Director, Officer | 2,632 | $4,080 | 17 December 2025 | 2,632 shares from 17 December 2025 | Morgan Stanley Smith Barney LLC Executive Financial Services | SPMP Purchase | Form 144 |
| 18 December 2025 | Daniel Vidal | Director | 4,837 | $7,497 | 17 December 2025 | 4,837 shares from 17 December 2025 | Morgan Stanley Smith Barney LLC Executive Financial Services | SPMP Purchase | Form 144 |
| 18 December 2025 | Jason Mills | Director | 5,853 | $9,072 | 17 December 2025 | 5,853 shares from 17 December 2025 | Morgan Stanley Smith Barney LLC Executive Financial Services | SPMP Purchase | Form 144 |
| 3 November 2025 | Daniel Vidal | Officer | 9,000 | $14,097 | 3 November 2025 | 9,000 shares from 3 November 2025 | MERRILL LYNCH | VESTED RESTRICTED SHARES | Form 144 |
A Form 144 is the notice an insider files with the SEC before selling restricted or control shares over the Rule 144 thresholds; it says what may be sold, not what was.