Expensify's three largest insider shareholders as of May 23, 2026 are Steven J. Mclaughlin (TenPercentOwner, 12.20Mn shares), Steven J. Mclaughlin (TenPercentOwner, 9.94Mn shares), Llc Hillsven (TenPercentOwner, 9.05Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Timothy L Christen | - | 289,754 | 0 | 13 Nov, 2025 |
| Steven J. Mclaughlin | - | 0 | 12,203,393 | 18 Mar, 2026 |
| Ryan Schaffer | Chief Financial Officer | 203,936 | 0 | 05 Jan, 2026 |
| Anuradha Muralidharan | Chief Operating Officer | 80,938 | 0 | 05 Jan, 2026 |
| Ying Liu | - | 174,093 | 0 | 18 Feb, 2026 |
| Jason Fahr Mills | - | 486,962 | 0 | 05 Jan, 2026 |
| Daniel Vidal | - | 366,049 | 0 | 05 Jan, 2026 |
| Ellen Pao | - | 169,008 | 0 | 17 Jun, 2025 |
| David Martirano | - | 0 | 429,544 | 06 Jun, 2022 |
| Llc Hillsven | - | 9,046,150 | 0 | 16 Nov, 2021 |
| David Michael Barrett | Chief Executive Officer | 0 | 1,288,480 | 03 Mar, 2026 |
| Divo Carlos Eduardo Alvarez | - | 285,508 | 0 | 12 Jan, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 03 Mar, 2026 | Steven J. Mclaughlin | Class A Common Stock | A | 500,000 | $0.97 | 10,439,949 | I | P |
| 03 Mar, 2026 | Steven J. Mclaughlin | Class A Common Stock | A | 500,000 | $0.97 | 10,439,949 | I | P |
| 04 Mar, 2026 | Steven J. Mclaughlin | Class A Common Stock | A | 327,144 | $1.02 | 10,767,093 | I | P |
| 04 Mar, 2026 | Steven J. Mclaughlin | Class A Common Stock | A | 327,144 | $1.02 | 10,767,093 | I | P |
| 06 Mar, 2026 | Steven J. Mclaughlin | Class A Common Stock | A | 480,389 | $0.96 | 11,247,482 | I | P |
| 06 Mar, 2026 | Steven J. Mclaughlin | Class A Common Stock | A | 480,389 | $0.96 | 11,247,482 | I | P |
| 09 Mar, 2026 | Steven J. Mclaughlin | Class A Common Stock | A | 455,911 | $0.95 | 11,703,393 | I | P |
| 09 Mar, 2026 | Steven J. Mclaughlin | Class A Common Stock | A | 455,911 | $0.95 | 11,703,393 | I | P |
| 11 Mar, 2026 | Steven J. Mclaughlin | Class A Common Stock | A | 500,000 | $0.84 | 12,203,393 | I | P |
| 11 Mar, 2026 | Steven J. Mclaughlin | Class A Common Stock | A | 500,000 | $0.84 | 12,203,393 | I | P |
| 02 Mar, 2026 | David Michael Barrett | Class A Common Stock | D | 30,000 | $0.90 | 1,288,480 | I | S |
| 05 Jan, 2026 | Ying Liu | Class A Common Stock | A | 3,386 | $0.00 | 174,093 | D | A |
| 05 Jan, 2026 | Ying Liu | Class A Common Stock | A | 3,386 | $0.00 | 174,093 | D | A |
| 02 Feb, 2026 | David Michael Barrett | Class A Common Stock | D | 30,000 | $1.45 | 1,318,480 | I | S |
| 30 Dec, 2025 | Divo Carlos Eduardo Alvarez | Class A Common Stock | D | 2,468 | $1.52 | 325,604 | D | S |
| 31 Dec, 2025 | Divo Carlos Eduardo Alvarez | Class A Common Stock | D | 6,504 | $1.50 | 319,100 | D | S |
| 31 Dec, 2025 | Divo Carlos Eduardo Alvarez | Class A Common Stock | D | 20,441 | - | 298,659 | D | J |
| 04 Jan, 2026 | Divo Carlos Eduardo Alvarez | Class A Common Stock | D | 7,839 | - | 290,820 | D | J |
| 05 Jan, 2026 | Divo Carlos Eduardo Alvarez | Class A Common Stock | D | 5,312 | - | 285,508 | D | J |
| 31 Dec, 2025 | Divo Carlos Eduardo Alvarez | LT10 Common Stock | A | 20,441 | - | 204,608 | I | J |