Over the 90-day window ending January 10, 2026, Expensify's three dominant insider ownership positions are held by TenPercentOwner Steven J. Mclaughlin (9.94Mn shares), TenPercentOwner Llc Hillsven (2.11Mn shares), Chief Executive Officer David Michael Barrett (1.56Mn shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Steven J. Mclaughlin | 9,939,949 | 10 Jul, 2024 | |
| Llc Hillsven | 2,109,017 | 26 Jul, 2022 | |
| David Michael Barrett | Chief Executive Officer | 1,561,047 | 05 Jan, 2026 |
| Jason Fahr Mills | 486,962 | 05 Jan, 2026 | |
| Daniel Vidal | 366,049 | 05 Jan, 2026 | |
| Timothy L Christen | 289,754 | 13 Nov, 2025 | |
| David Martirano | 230,140 | 06 Jun, 2022 | |
| Ryan Schaffer | Chief Financial Officer | 203,936 | 05 Jan, 2026 |
| Ying Liu | 170,707 | 08 Oct, 2025 | |
| Ellen Pao | 169,008 | 17 Jun, 2025 | |
| Anuradha Muralidharan | Chief Operating Officer | 80,938 | 05 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 |
|---|---|---|---|---|---|---|---|---|
| 02 Jan, 2026 | David Michael Barrett | Class A Common Stock | D | 30,000 | $1.50 | 1,348,480 | I | S |
| 30 Dec, 2025 | Ryan Schaffer | Class A Common Stock | D | 3,923 | $1.52 | 203,936 | D | S |
| 30 Dec, 2025 | Jason Fahr Mills | Class A Common Stock | D | 3,821 | $1.52 | 486,962 | D | S |
| 30 Dec, 2025 | Daniel Vidal | Class A Common Stock | D | 2,825 | $1.52 | 366,049 | D | S |
| 30 Dec, 2025 | David Michael Barrett | Class A Common Stock | D | 14,463 | $1.52 | 212,567 | D | S |
| 17 Dec, 2025 | Ryan Schaffer | Class A Common Stock | D | 2,632 | $1.55 | 203,936 | D | S |
| 17 Dec, 2025 | Anuradha Muralidharan | Class A Common Stock | D | 523 | $1.55 | 77,770 | D | S |
| 17 Dec, 2025 | Jason Fahr Mills | Class A Common Stock | D | 5,853 | $1.55 | 486,962 | D | S |
| 17 Dec, 2025 | Daniel Vidal | Class A Common Stock | D | 4,837 | $1.55 | 366,049 | D | S |
| 17 Dec, 2025 | David Michael Barrett | Class A Common Stock | D | 2,544 | $1.55 | 212,567 | D | S |
| 15 Dec, 2025 | Ryan Schaffer | Class A Common Stock | A | 3,923 | - | 207,859 | D | M |
| 15 Dec, 2025 | Ryan Schaffer | Class A Common Stock | A | 13,555 | $1.65 | 199,492 | D | A |
| 15 Dec, 2025 | Ryan Schaffer | Class A Common Stock | A | 7,076 | $0.00 | 206,568 | D | A |
| 15 Dec, 2025 | Anuradha Muralidharan | Class A Common Stock | A | 18,571 | $1.65 | 77,046 | D | A |
| 15 Dec, 2025 | Anuradha Muralidharan | Class A Common Stock | A | 1,247 | $0.00 | 78,293 | D | A |
| 15 Dec, 2025 | Anuradha Muralidharan | Class A Common Stock | A | 3,168 | - | 80,938 | D | M |
| 15 Dec, 2025 | Jason Fahr Mills | Class A Common Stock | A | 43,115 | $1.65 | 469,688 | D | A |
| 15 Dec, 2025 | Jason Fahr Mills | Class A Common Stock | A | 3,821 | - | 490,783 | D | M |
| 15 Dec, 2025 | Jason Fahr Mills | Class A Common Stock | A | 23,127 | $0.00 | 492,815 | D | A |
| 15 Dec, 2025 | Daniel Vidal | Class A Common Stock | A | 16,711 | $0.00 | 370,886 | D | A |