A business in context

EXFY research notebook

Read the disclosures. Follow the relationships. Keep the dates in view.

Research JSON

Filing timeline

Download filings CSV

SEC submissions · retrieved 2026-09-07 · 8010 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 8-K · Current report

    Report date 2026-08-06 · 0001476840-26-000073 · Items 2.02,7.01,9.01

  2. 10-Q · Quarterly report

    Report date 2026-06-30 · 0001476840-26-000072

  3. 4 · Ownership change

    Report date 2026-05-22 · 0001892081-26-000002

  4. 4 · Ownership change

    Report date 2026-05-22 · 0001891182-26-000008

  5. 4 · Ownership change

    Report date 2026-07-05 · 0001891182-26-000006

  6. 4 · Ownership change

    Report date 2026-05-22 · 0001776003-26-000002

  7. 4/A · Ownership change

    Report date 2026-06-23 · 0001892682-26-000028

  8. 4 · Ownership change

    Report date 2026-06-23 · 0001892682-26-000026

  9. 4 · Ownership change

    Report date 2026-06-23 · 0001891862-26-000015

  10. 4 · Ownership change

    Report date 2026-06-23 · 0001891197-26-000013

  11. 8-K · Current report

    Report date 2026-05-28 · 0001476840-26-000050 · Items 8.01

  12. 8-K · Current report

    Report date 2026-05-22 · 0001476840-26-000047 · Items 5.07

  13. 8-K · Current report

    Report date 2026-05-13 · 0001476840-26-000043 · Items 7.01,9.01

  14. 10-Q · Quarterly report

    Report date 2026-03-31 · 0001476840-26-000032

  15. 8-K · Current report

    Report date 2026-05-07 · 0001476840-26-000031 · Items 2.02,7.01,9.01

  16. 8-K · Current report

    Report date 2026-04-17 · 0001476840-26-000024 · Items 3.01

  17. DEF 14A · Proxy statement

    Report date 2026-04-10 · 0001476840-26-000020

  18. 10-K · Annual report

    Report date 2025-12-31 · 0001476840-26-000009

  19. 8-K · Current report

    Report date 2026-02-26 · 0001476840-26-000008 · Items 2.02,7.01,9.01

  20. 8-K · Current report

    Report date 2025-12-29 · 0001476840-25-000143 · Items 5.02,9.01

  21. 8-K · Current report

    Report date 2025-11-06 · 0001476840-25-000139 · Items 2.02,7.01,9.01

  22. 10-Q · Quarterly report

    Report date 2025-09-30 · 0001476840-25-000137

  23. 8-K · Current report

    Report date 2025-10-09 · 0001476840-25-000131 · Items 1.01,2.03

  24. 10-Q · Quarterly report

    Report date 2025-06-30 · 0001476840-25-000115

  25. 8-K · Current report

    Report date 2025-08-07 · 0001476840-25-000114 · Items 2.02,7.01,9.01

  26. 8-K · Current report

    Report date 2025-07-01 · 0001476840-25-000103 · Items 1.02

  27. 8-K · Current report

    Report date 2025-06-13 · 0001476840-25-000083 · Items 5.07

  28. 10-Q · Quarterly report

    Report date 2025-03-31 · 0001476840-25-000070

  29. 8-K · Current report

    Report date 2025-05-08 · 0001476840-25-000069 · Items 2.02,7.01,9.01

  30. DEF 14A · Proxy statement

    Report date 2025-04-25 · 0001476840-25-000064

  31. 8-K · Current report

    Report date 2025-03-05 · 0001476840-25-000022 · Items 4.01

  32. 10-K · Annual report

    Report date 2024-12-31 · 0001476840-25-000018

  33. 8-K · Current report

    Report date 2025-02-27 · 0001476840-25-000016 · Items 2.02,7.01,8.01,9.01

  34. SC 13G/A · Ownership disclosure

    0001892682-24-000017

  35. 10-Q · Quarterly report

    Report date 2024-09-30 · 0001476840-24-000215

  36. 8-K · Current report

    Report date 2024-11-07 · 0001476840-24-000213 · Items 2.02,7.01,9.01

  37. 8-K · Current report

    Report date 2024-08-28 · 0001476840-24-000189 · Items 1.02,8.01,9.01

  38. 8-K · Current report

    Report date 2024-08-08 · 0001476840-24-000159 · Items 7.01

  39. 10-Q · Quarterly report

    Report date 2024-06-30 · 0001476840-24-000156

  40. 8-K · Current report

    Report date 2024-08-08 · 0001476840-24-000151 · Items 2.02,7.01,9.01

Reported insider transactions

Download transactions CSV

SEC insider transactions · retrieved 2026-09-07 · 2026 Q2: filings in this completed quarter; not a live transaction feed

Purchases and sales include open-market or private transactions. Grants, exercises and tax withholding are shown separately. Amendments and joint reports can overlap; rows are not a net-buying score. Prices retain the filing's units; consult its footnotes.

Transaction rows by code · counts, not monetary totals
Purchase: 0 transaction rows0PSale: 17 transaction rows17SGrant / award: 17 transaction rows17AExercise / conversion: 20 transaction rows20MTax / exercise payment: 0 transaction rows0FGift: 0 transaction rows0G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

54 matching transaction rows. Showing 1–50.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-06-23
2026-06-26 · Amendment
Barrett David MichaelA · Grant / award
Acquired
Stock Option
Derivative security
63694.00.0
2026-06-23
2026-06-26 · Amendment
Barrett David MichaelA · Grant / award
Acquired
Stock Option
Derivative security
2031280.00.0
2026-06-23
2026-06-25
Barrett David MichaelA · Grant / award
Acquired
Stock Option
Derivative security
2094974.00.0
2026-06-23
2026-06-25
Vidal DanielA · Grant / award
Acquired
Stock Option
Derivative security
1160447.00.0
2026-06-23
2026-06-25
Mills Jason FahrA · Grant / award
Acquired
Stock Option
Derivative security
1160447.00.0
2026-06-23
2026-06-25
Schaffer RyanA · Grant / award
Acquired
Stock Option
Derivative security
1164596.00.0
2026-06-15
2026-06-16
Alvarez Divo Carlos Eduardo
10b5-1 checkbox reported
S · Sale
Disposed
Class A Common Stock10700.01.28
2026-06-01
2026-06-02
Barrett David Michael
10b5-1 checkbox reported
S · Sale
Disposed
Class A Common Stock30000.01.15
2026-05-15
2026-05-28
Alvarez Divo Carlos Eduardo
10b5-1 checkbox reported
S · Sale
Disposed
Class A Common Stock10000.01.13
2026-05-01
2026-05-11
Barrett David Michael
10b5-1 checkbox reported
S · Sale
Disposed
Class A Common Stock30000.01.08
2026-04-28
2026-04-30
Alvarez Divo Carlos Eduardo
10b5-1 checkbox reported
S · Sale
Disposed
Class A Common Stock30728.01.01
2026-04-05
2026-05-11
Liu YingA · Grant / award
Acquired
Class A Common Stock5376.00.0
2026-04-01
2026-06-11
Barrett David Michael
10b5-1 checkbox reported
S · Sale
Disposed
Class A Common Stock30000.00.85
2026-03-30
2026-06-11
Alvarez Divo Carlos EduardoS · Sale
Disposed
Class A Common Stock12451.00.81
2026-03-24
2026-06-11
Alvarez Divo Carlos EduardoS · Sale
Disposed
Class A Common Stock1699.00.84
2026-03-24
2026-06-11
Barrett David MichaelS · Sale
Disposed
Class A Common Stock10114.00.84
2026-03-24
2026-06-11
Vidal DanielS · Sale
Disposed
Class A Common Stock1510.00.84
2026-03-24
2026-06-11
Mills Jason FahrS · Sale
Disposed
Class A Common Stock1786.00.84
2026-03-24
2026-06-11
Schaffer RyanS · Sale
Disposed
Class A Common Stock2700.00.84
2026-03-20
2026-06-11
Alvarez Divo Carlos EduardoA · Grant / award
Acquired
Class A Common Stock33633.00.0
2026-03-17
2026-06-11
Alvarez Divo Carlos EduardoS · Sale
Disposed
Class A Common Stock6230.00.76
2026-03-17
2026-06-11
Barrett David MichaelS · Sale
Disposed
Class A Common Stock2692.00.76
2026-03-17
2026-06-11
Vidal DanielS · Sale
Disposed
Class A Common Stock6158.00.76
2026-03-17
2026-06-11
Mills Jason FahrS · Sale
Disposed
Class A Common Stock6770.00.76
2026-03-17
2026-06-11
Schaffer RyanS · Sale
Disposed
Class A Common Stock3333.00.76
2026-03-15
2026-06-11
Alvarez Divo Carlos EduardoM · Exercise / conversion
Acquired
Class A Common Stock2467.0
2026-03-15
2026-06-11
Alvarez Divo Carlos EduardoM · Exercise / conversion
Acquired
LT50 Common Stock
Derivative security
2467.00.0
2026-03-15
2026-06-11
Alvarez Divo Carlos EduardoM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
2467.00.0
2026-03-15
2026-06-11
Alvarez Divo Carlos EduardoM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
2467.00.0
2026-03-15
2026-06-11
Barrett David MichaelM · Exercise / conversion
Acquired
Class A Common Stock14463.0
2026-03-15
2026-06-11
Barrett David MichaelM · Exercise / conversion
Acquired
LT50 Common Stock
Derivative security
14463.00.0
2026-03-15
2026-06-11
Barrett David MichaelM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
14463.00.0
2026-03-15
2026-06-11
Barrett David MichaelM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
14463.00.0
2026-03-15
2026-06-11
Vidal DanielM · Exercise / conversion
Acquired
Class A Common Stock2826.0
2026-03-15
2026-06-11
Vidal DanielM · Exercise / conversion
Acquired
LT50 Common Stock
Derivative security
2826.00.0
2026-03-15
2026-06-11
Vidal DanielM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
2826.00.0
2026-03-15
2026-06-11
Vidal DanielM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
2826.00.0
2026-03-15
2026-06-11
Mills Jason FahrM · Exercise / conversion
Acquired
Class A Common Stock3822.0
2026-03-15
2026-06-11
Mills Jason FahrM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
3822.00.0
2026-03-15
2026-06-11
Mills Jason FahrM · Exercise / conversion
Acquired
LT50 Common Stock
Derivative security
3822.00.0
2026-03-15
2026-06-11
Mills Jason FahrM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
3822.00.0
2026-03-15
2026-06-11
Schaffer RyanM · Exercise / conversion
Acquired
Class A Common Stock3922.0
2026-03-15
2026-06-11
Schaffer RyanM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
3922.00.0
2026-03-15
2026-06-11
Schaffer RyanM · Exercise / conversion
Acquired
LT50 Common Stock
Derivative security
3922.00.0
2026-03-15
2026-06-11
Schaffer RyanM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
3922.00.0
2026-03-13
2026-06-11
Alvarez Divo Carlos EduardoA · Grant / award
Acquired
Class A Common Stock16359.00.0
2026-03-13
2026-06-11
Alvarez Divo Carlos EduardoA · Grant / award
Acquired
Class A Common Stock59500.00.82
2026-03-13
2026-06-11
Barrett David MichaelA · Grant / award
Acquired
Class A Common Stock6920.00.0
2026-03-13
2026-06-11
Vidal DanielA · Grant / award
Acquired
Class A Common Stock20925.00.0
2026-03-13
2026-06-11
Vidal DanielA · Grant / award
Acquired
Class A Common Stock72413.00.82

Identity & relationships

Wikidata structured data · retrieved 2026-09-07 · 1611 unambiguous CIK-linked entities; coverage is incomplete

These are sourced identity and relationship claims, with incomplete coverage. Headquarters locations do not describe sales, assets or operating exposure.

SEC issuer · 0001476840Expensify, Inc.

No parent relationship is available in this import; this is not proof of independence.

No verified LEI join available.

GLEIF legal entity reference data · retrieved 2026-09-07 · 1177 checked identities; 0 unavailable records

Search names and former names

View Wikidata identity and references ↗

  • Expensify · alias · wikidata
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Revenue in constant purchasing power

USD revenue expressed in 2026-07 consumer-price dollars. Each annual period uses a CPI-U average weighted by the days in its actual reporting interval. This is a purchasing-power comparison, not a company-specific price or volume measure.

Year endedReported USD revenueCPI-adjusted USD revenue
2024-12-31$139.24M$148.21M
2023-12-31$150.69M$165.13M
2022-12-31$169.50M$193.36M
2021-12-31$142.84M$175.99M
2020-12-31$88.07M$113.63M
2019-12-31$80.46M$105.08M

Bureau of Labor Statistics · retrieved 2026-09-07 · 9 selected series; gaps remain missing

Explore the CPI history ↗