InsiderTrades

EXFY Expensify, Inc.

Nasdaq · SEC CIK 1476840 · EDGAR

Bought, last 12 months
$2.19M
2 purchases by 2 insiders
Sold, last 12 months
$546.8K
28 sales by 6 insiders
Filings on record
354
since 2021-11-10, latest 2026-07-07 17:17
Buying vs selling by month open-market trades, last 24 months
BoughtSold

Most active insiders, 12 months

InsiderTitleBoughtSold
EXP 2020 SPV LP10% $2.13M—
Barrett David MichaelCEO, Dir —$391.7K
Alvarez Divo Carlos EduardoDir —$85.8K
Christen Timothy LDir $57.2K—
Vidal DanielDir —$32.1K
Mills Jason FahrDir —$21.5K
Schaffer RyanCFO, Dir —$14.8K
Muralidharan AnuradhaCOO, Dir —$810.65
Pao EllenDir ——
Liu YingDir ——

Transactions 569

Type
Reset
X Filed Traded Ticker Insider Title Type Price Qty Owned ΔOwn Value
2023-10-05 2023-09-15 EXFY Muralidharan Anuradha COO, Dir S - Sale $3.63 -13.0K 42.1K -24% -$47.2K
I 2023-09-15 2023-09-13 EXFY Barrett David Michael CEO, Dir S - Sale $3.86 -30.0K 2.68M -1% -$115.8K
MI 2023-09-12 2023-09-08+ EXFY Barrett David Michael CEO, Dir S - Sale $3.95 -350.0K 2.71M -11% -$1.38M
D 2023-09-06 2023-08-31 EXFY Schaffer Ryan CFO, Dir M - OptEx $0.97 +3,900 85.0K +5% +$3,783
D 2023-09-06 2023-08-31 EXFY Schaffer Ryan CFO, Dir S - Sale+OE $4.39 -3,900 81.0K -5% -$17.1K
2023-09-06 2023-09-01 EXFY Vidal Daniel Dir S - Sale $4.39 -5,000 89.2K -5% -$21.9K
I 2023-08-24 2023-08-22 EXFY SF Roofdeck GP LLC 10% P - Purchase $4.50 +67.7K 6.93M +1.0% +$304.5K
MI 2023-08-22 2023-08-18+ EXFY McLaughlin Steven J. 10% P - Purchase $4.50 +24.5K 6.86M +0.4% +$110.3K
MI 2023-08-18 2023-08-16+ EXFY SF Roofdeck GP LLC 10% P - Purchase $4.49 +99.9K 6.83M +1% +$448.8K
MI 2023-08-16 2023-08-14+ EXFY Steven J. McLaughlin Revocable Trust 10% P - Purchase $4.50 +94.4K 6.73M +1% +$425.0K
2023-08-15 2023-08-14 EXFY Liu Ying Dir S - Sale $4.51 -8,400 31.7K -21% -$37.9K
MI 2023-08-14 2023-08-10+ EXFY McLaughlin Steven J. 10% P - Purchase $4.47 +263.4K 6.64M +4% +$1.18M
I 2023-08-14 2023-08-09 EXFY Barrett David Michael CEO, Dir S - Sale $4.26 -30.0K 3.06M -1.0% -$127.8K
MI 2023-08-10 2023-08-08+ EXFY SF Roofdeck GP LLC 10% P - Purchase $4.60 +609.2K 6.38M +11% +$2.80M
MI 2023-08-08 2023-08-04+ EXFY Steven J. McLaughlin Revocable Trust 10% P - Purchase $5.99 +499.9K 5.77M +9% +$3.00M
D 2023-08-03 2023-08-01 EXFY Schaffer Ryan CFO, Dir S - Sale+OE $8.00 -100 81.0K -0.1% -$800
D 2023-08-03 2023-08-01 EXFY Schaffer Ryan CFO, Dir M - OptEx $0.97 +100 81.2K +0.1% +$97
MI 2023-08-03 2023-08-01 EXFY OpenView Venture Partners IV, L.P. 10% S - Sale $6.10 -10.04M 0 -100% -$61.27M
2023-08-01 2023-07-24 EXFY Barrett David Michael CEO, Dir A - Grant $0.00 +2,405 84.7K +3% $0
2023-08-01 2023-07-24 EXFY Mills Jason Fahr Dir A - Grant $0.00 +5,054 113.9K +5% $0
2023-08-01 2023-07-24 EXFY Vidal Daniel Dir A - Grant $0.00 +3,006 94.2K +3% $0
2023-08-01 2023-07-24 EXFY Muralidharan Anuradha COO, Dir A - Grant $0.00 +5,394 55.1K +11% $0
2023-08-01 2023-07-24 EXFY Schaffer Ryan CFO, Dir A - Grant $0.00 +2,308 81.0K +3% $0
D 2023-07-17 2023-07-13 EXFY Schaffer Ryan CFO, Dir M - OptEx $0.97 +7,350 86.1K +9% +$7,130
D 2023-07-17 2023-07-13 EXFY Schaffer Ryan CFO, Dir S - Sale+OE $8.00 -7,350 78.7K -9% -$58.8K
I 2023-07-14 2023-07-12 EXFY Barrett David Michael CEO, Dir S - Sale $7.52 -30.0K 3.09M -1.0% -$225.6K
2023-07-12 2023-07-05 EXFY Christen Timothy L Dir A - Grant $0.00 +1,730 41.5K +4% $0
2023-07-12 2023-07-05 EXFY Liu Ying Dir A - Grant $0.00 +1,384 40.1K +4% $0
2023-07-12 2023-07-05 EXFY Pao Ellen Dir A - Grant $0.00 +1,107 39.0K +3% $0
D 2023-07-06 2023-07-03 EXFY Schaffer Ryan CFO, Dir S - Sale+OE $8.00 -400 78.7K -0.5% -$3,200
D 2023-07-06 2023-07-03 EXFY Schaffer Ryan CFO, Dir M - OptEx $0.97 +400 79.1K +0.5% +$388
2023-06-23 2023-06-21 EXFY Liu Ying Dir A - Grant $0.00 +18.6K 38.7K +92% $0
D 2023-06-23 2023-06-21 EXFY Schaffer Ryan CFO, Dir S - Sale+OE $8.04 -7,750 78.7K -9% -$62.3K
D 2023-06-23 2023-06-21 EXFY Schaffer Ryan CFO, Dir M - OptEx $0.97 +7,750 86.5K +10% +$7,518
2023-06-23 2023-06-21 EXFY Christen Timothy L Dir A - Grant $0.00 +18.6K 39.8K +88% $0
2023-06-23 2023-06-21 EXFY Pao Ellen Dir A - Grant $0.00 +18.6K 37.9K +96% $0
2023-06-21 2023-06-20 EXFY Vidal Daniel Dir S - Sale $7.59 -8,000 91.2K -8% -$60.7K
DM 2023-06-16 2023-06-14+ EXFY Vidal Daniel Dir F - Tax $7.13 -1,829 98.0K -2% -$13.0K
D 2023-06-16 2023-06-15 EXFY Vidal Daniel Dir M - OptEx — +2,825 100.8K +3% —
DM 2023-06-16 2023-06-14 EXFY Vidal Daniel Dir A - Grant $5.79 +5,407 98.2K +6% +$31.3K
DM 2023-06-16 2023-06-14 EXFY Schaffer Ryan CFO, Dir A - Grant $5.86 +2,205 77.2K +3% +$12.9K
DM 2023-06-16 2023-06-14+ EXFY Schaffer Ryan CFO, Dir F - Tax $7.14 -2,431 78.7K -3% -$17.4K
D 2023-06-16 2023-06-15 EXFY Schaffer Ryan CFO, Dir M - OptEx — +3,923 81.1K +5% —
DM 2023-06-16 2023-06-14 EXFY Barrett David Michael CEO, Dir A - Grant $0.0019 +3,693 79.7K +5% +$6.96
DM 2023-06-16 2023-06-14+ EXFY Barrett David Michael CEO, Dir F - Tax $7.13 -11.9K 82.3K -13% -$84.8K
DI 2023-06-16 2023-06-14 EXFY Barrett David Michael CEO, Dir S - Sale+OE $6.99 -30.0K 3.12M -1.0% -$209.7K
D 2023-06-16 2023-06-15 EXFY Barrett David Michael CEO, Dir M - OptEx — +14.5K 92.8K +18% —
DI 2023-06-16 2023-06-15 EXFY Barrett David Michael CEO, Dir C - Cnv Deriv — +672 3.12M +0.0% —
DM 2023-06-16 2023-06-14+ EXFY Mills Jason Fahr Dir F - Tax $7.12 -2,273 108.8K -2% -$16.2K
DM 2023-06-16 2023-06-14 EXFY Mills Jason Fahr Dir A - Grant $6.09 +13.6K 105.6K +15% +$82.8K
D 2023-06-16 2023-06-15 EXFY Mills Jason Fahr Dir M - OptEx — +3,821 110.7K +4% —
DM 2023-06-16 2023-06-14+ EXFY Muralidharan Anuradha COO, Dir F - Tax $7.14 -2,746 49.7K -5% -$19.6K
DM 2023-06-16 2023-06-14 EXFY Muralidharan Anuradha COO, Dir A - Grant $0.0146 +477 49.2K +1.0% +$6.96
D 2023-06-16 2023-06-15 EXFY Muralidharan Anuradha COO, Dir M - OptEx — +3,168 52.2K +6% —
2023-06-15 2023-06-13 EXFY Muralidharan Anuradha COO, Dir S - Sale $7.00 -14.4K 48.8K -23% -$100.7K
I 2023-06-05 2023-06-01 EXFY Barrett David Michael CEO, Dir S - Sale $6.55 -200.0K 3.15M -6% -$1.31M
I 2023-05-15 2023-05-10 EXFY Barrett David Michael CEO, Dir S - Sale $5.99 -30.0K 3.35M -0.9% -$179.7K
I 2023-04-14 2023-04-12 EXFY Barrett David Michael CEO, Dir S - Sale $8.17 -30.0K 3.38M -0.9% -$245.1K
2023-04-07 2023-04-05 EXFY Christen Timothy L Dir A - Grant $0.00 +1,541 21.2K +8% $0
2023-04-07 2023-04-05 EXFY Liu Ying Dir A - Grant $0.00 +1,233 20.1K +7% $0
2023-04-07 2023-04-05 EXFY Pao Ellen Dir A - Grant $0.00 +986 19.3K +5% $0
DM 2023-03-17 2023-03-15 EXFY Vidal Daniel Dir A - Grant $6.23 +4,043 91.2K +5% +$25.2K
DM 2023-03-17 2023-03-15 EXFY Vidal Daniel Dir F - Tax $7.52 -1,837 91.6K -2% -$13.8K
D 2023-03-17 2023-03-15 EXFY Vidal Daniel Dir M - OptEx — +2,825 94.4K +3% —
DM 2023-03-17 2023-03-15 EXFY Barrett David Michael CEO, Dir A - Grant $6.52 +28.5K 73.4K +63% +$185.9K
DM 2023-03-17 2023-03-15 EXFY Barrett David Michael CEO, Dir F - Tax $7.52 -11.8K 76.0K -13% -$89.2K
D 2023-03-17 2023-03-15 EXFY Barrett David Michael CEO, Dir M - OptEx — +14.5K 86.5K +20% —
DI 2023-03-17 2023-03-15 EXFY Barrett David Michael CEO, Dir C - Cnv Deriv — +673 3.41M +0.0% —
DM 2023-03-17 2023-03-15 EXFY Muralidharan Anuradha COO, Dir F - Tax $7.53 -2,766 63.2K -4% -$20.8K
D 2023-03-17 2023-03-15 EXFY Muralidharan Anuradha COO, Dir A - Grant $0.00 +465 62.8K +0.7% $0
D 2023-03-17 2023-03-15 EXFY Muralidharan Anuradha COO, Dir M - OptEx — +3,169 65.7K +5% —
DM 2023-03-17 2023-03-15 EXFY Schaffer Ryan CFO, Dir F - Tax $7.54 -2,386 73.4K -3% -$18.0K
DM 2023-03-17 2023-03-15 EXFY Schaffer Ryan CFO, Dir A - Grant $6.84 +2,932 73.5K +4% +$20.1K
D 2023-03-17 2023-03-15 EXFY Schaffer Ryan CFO, Dir M - OptEx — +3,922 77.4K +5% —
DM 2023-03-17 2023-03-15 EXFY Mills Jason Fahr Dir A - Grant $6.59 +8,995 91.9K +11% +$59.3K
DM 2023-03-17 2023-03-15 EXFY Mills Jason Fahr Dir F - Tax $7.52 -2,077 93.7K -2% -$15.6K
D 2023-03-17 2023-03-15 EXFY Mills Jason Fahr Dir M - OptEx — +3,822 95.5K +4% —
I 2023-03-15 2023-03-09 EXFY Barrett David Michael CEO, Dir S - Sale $8.28 -30.0K 3.41M -0.9% -$248.4K
2023-02-16 2023-02-15 EXFY Vidal Daniel Dir S - Sale $9.82 -5,000 87.8K -5% -$49.1K
I 2023-02-16 2023-02-08 EXFY Barrett David Michael CEO, Dir S - Sale $9.80 -30.0K 3.44M -0.9% -$294.0K
2023-01-30 2023-01-26 EXFY Muralidharan Anuradha COO, Dir S - Sale $10.00 -20.0K 62.3K -24% -$200.0K
I 2023-01-12 2023-01-11 EXFY Barrett David Michael CEO, Dir S - Sale $9.08 -30.0K 3.47M -0.9% -$272.4K
2023-01-09 2023-01-05 EXFY Christen Timothy L Dir A - Grant $0.00 +1,402 19.6K +8% $0
2023-01-09 2023-01-05 EXFY Liu Ying Dir A - Grant $0.00 +1,122 18.9K +6% $0
2023-01-09 2023-01-05 EXFY Pao Ellen Dir A - Grant $0.00 +898 18.3K +5% $0
2022-12-21 2022-12-20 EXFY Vidal Daniel Dir S - Sale $8.97 -5,000 92.8K -5% -$44.9K
DI 2022-12-19 2022-12-15 EXFY Barrett David Michael CEO, Dir C - Cnv Deriv — +672 3.50M +0.0% —
D 2022-12-19 2022-12-15 EXFY Barrett David Michael CEO, Dir F - Tax $9.30 -13.7K 44.9K -23% -$127.7K
D 2022-12-19 2022-12-15 EXFY Barrett David Michael CEO, Dir M - OptEx — +14.5K 58.6K +33% —
DM 2022-12-19 2022-12-15 EXFY Barrett David Michael CEO, Dir A - Grant $8.58 +22.6K 41.9K +117% +$194.2K
DI 2022-12-19 2022-12-14 EXFY Barrett David Michael CEO, Dir S - Sale+OE $9.56 -30.0K 3.50M -0.8% -$286.8K
D 2022-12-19 2022-12-15 EXFY Muralidharan Anuradha COO, Dir M - OptEx — +3,168 83.3K +4% —
DM 2022-12-19 2022-12-15 EXFY Muralidharan Anuradha COO, Dir F - Tax $9.33 -1,133 80.1K -1% -$10.6K
DM 2022-12-19 2022-12-15 EXFY Muralidharan Anuradha COO, Dir A - Grant $8.12 +3,075 80.3K +4% +$25.0K
DM 2022-12-19 2022-12-15 EXFY Mills Jason Fahr Dir A - Grant $8.65 +6,932 79.3K +10% +$60.0K
D 2022-12-19 2022-12-15 EXFY Mills Jason Fahr Dir F - Tax $9.30 -813 82.9K -1.0% -$7,561
D 2022-12-19 2022-12-15 EXFY Mills Jason Fahr Dir M - OptEx — +3,821 83.8K +5% —
DM 2022-12-19 2022-12-15 EXFY Schaffer Ryan CFO, Dir A - Grant $8.81 +1,444 68.3K +2% +$12.7K
DM 2022-12-19 2022-12-15 EXFY Schaffer Ryan CFO, Dir F - Tax $9.30 -1,628 70.6K -2% -$15.1K
D 2022-12-19 2022-12-15 EXFY Schaffer Ryan CFO, Dir M - OptEx — +3,923 72.2K +6% —

Purchase Sale Sale after option exercise All abbreviations