Expensify EXFY Insider Ownership

NASDAQ EXFY
$2.38 -0.05 (-2.06%)
At close: Sep 4, 2026 · 4:00 PM EDT

Insider Holdings by Owner

27.28Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
40.44%
-0.134% pp QoQ
Shares Held by Insiders
37.43Mn
filed for Sep 2026
-0.33% QoQ
Shares Outstanding
92.56Mn
92,559,381 shares
Direct Holdings
13.63Mn
Indirect: 23.80Mn
Net Shares Traded (QoQ)
-123.76K
net selling in Sep 2026
Insiders Holding Shares
12
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest
Average ownership
Peak ownership

Shares Purchased/Sold by Insiders

Bought Sold
Latest quarter
Net over range
Buying quarters

Insider Ownership Summary

Quarter ending 30 Sep, 2026

As of September 05, 2026, the three largest insider holders of EXFY are Steven J. Mclaughlin (TenPercentOwner, 12.20Mn shares), Steven J. Mclaughlin (TenPercentOwner, 12.20Mn shares), Steven J. Mclaughlin (TenPercentOwner, 9.94Mn shares).

Form 4 Holdings

Insiders Holding EXFY

Insiders 12
Shares held 27.28Mn
Of outstanding 29.47%
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 Steven J. Mclaughlin TenPercentOwner 0 12,203,393 12,203,393 44.7% 18 Mar, 2026
2 Llc Hillsven TenPercentOwner 11,155,167 0 11,155,167 40.9% 26 Jul, 2022
3 David Michael Barrett Chief Executive Officer 0 1,228,480 1,228,480 4.5% 02 Jun, 2026
4 Jason Fahr Mills Director 486,962 0 486,962 1.8% 05 Jan, 2026
5 David Martirano Other 0 429,544 429,544 1.6% 06 Jun, 2022
6 Timothy L Christen Director 413,516 0 413,516 1.5% 07 Jul, 2026
7 Daniel Vidal Director 366,049 0 366,049 1.3% 05 Jan, 2026
8 Ellen Pao Director 292,770 0 292,770 1.1% 07 Jul, 2026
9 Divo Carlos Eduardo Alvarez Director 234,080 0 234,080 0.9% 16 Jun, 2026
10 Ryan Schaffer Chief Financial Officer 203,936 0 203,936 0.7% 05 Jan, 2026
11 Ying Liu Director 183,200 0 183,200 0.7% 07 Jul, 2026
12 Anuradha Muralidharan Chief Operating Officer 80,938 0 80,938 0.3% 05 Jan, 2026

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

1,732 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
22 May, 2026 Timothy L Christen Director Acquired A 123,762 $0.00 $0 413,516 Direct
05 Jul, 2026 Ying Liu Director Acquired A 3,731 $0.00 $0 183,200 Direct
22 May, 2026 Ying Liu Director Acquired A 123,762 $0.00 $0 306,962 Direct
22 May, 2026 Ellen Pao Director Acquired A 123,762 $0.00 $0 292,770 Direct
23 Jun, 2026 David Michael Barrett Chief Executive Officer Acquired A 63,694 $0.00 $0 63,694 Direct
23 Jun, 2026 David Michael Barrett Chief Executive Officer Acquired A 2,031,280 $0.00 $0 2,031,280 Direct
23 Jun, 2026 Daniel Vidal Director Acquired A 1,160,447 $0.00 $0 1,160,447 Direct
23 Jun, 2026 David Michael Barrett Chief Executive Officer Acquired A 2,094,974 $0.00 $0 2,094,974 Direct
23 Jun, 2026 Jason Fahr Mills Director Acquired A 1,160,447 $0.00 $0 1,160,447 Direct
23 Jun, 2026 Ryan Schaffer Chief Financial Officer Acquired A 1,164,596 $0.00 $0 1,164,596 Direct
15 Jun, 2026 Divo Carlos Eduardo Alvarez Director Disposed S 10,700 $1.28 $13.70K 234,080 Direct
01 Apr, 2026 David Michael Barrett Chief Executive Officer Disposed S 30,000 $0.85 $25.50K 1,198,480 Indirect
01 Jun, 2026 David Michael Barrett Chief Executive Officer Disposed S 30,000 $1.15 $34.50K 1,228,480 Indirect
15 May, 2026 Divo Carlos Eduardo Alvarez Director Disposed S 10,000 $1.13 $11.30K 244,780 Direct
05 Apr, 2026 Ying Liu Director Acquired A 5,376 $0.00 $0 179,469 Direct
01 May, 2026 David Michael Barrett Chief Executive Officer Disposed S 30,000 $1.08 $32.40K 1,258,480 Indirect
28 Apr, 2026 Divo Carlos Eduardo Alvarez Director Disposed S 30,728 $1.01 $31.04K 254,780 Direct
03 Mar, 2026 Steven J. Mclaughlin TenPercentOwner Acquired P 500,000 $0.97 $485.00K 10,439,949 Indirect
03 Mar, 2026 Steven J. Mclaughlin TenPercentOwner Acquired P 500,000 $0.97 $485.00K 10,439,949 Indirect
03 Mar, 2026 Steven J. Mclaughlin TenPercentOwner Acquired P 500,000 $0.97 $485.00K 10,439,949 Indirect