The most recent Expensify (EXFY) insider transaction: Ying Liu (Director) received 3,731 shares as a grant or award on Jul 5, 2026, reported on Form 4 on Jul 7, 2026. So far in the quarter ending Dec 31, 2026, insider holdings showed no net buying or selling.
Over the past year, EXFY insiders bought $2.19 million of stock (2.3Mn shares) and sold $448,890 (350.82K shares) on the open market.
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Steven J. Mclaughlin | TenPercentOwner | 0 | 12,203,393 | 12,203,393 | 66.9% | 18 Mar, 2026 |
| 2 | Llc Hillsven | TenPercentOwner | 2,109,017 | 0 | 2,109,017 | 11.6% | 26 Jul, 2022 |
| 3 | David Michael Barrett | Chief Executive Officer | 0 | 1,228,480 | 1,228,480 | 6.7% | 02 Jun, 2026 |
| 4 | Jason Fahr Mills | Director | 486,962 | 0 | 486,962 | 2.7% | 05 Jan, 2026 |
| 5 | David Martirano | Other | 0 | 429,544 | 429,544 | 2.4% | 06 Jun, 2022 |
| 6 | Timothy L Christen | Director | 413,516 | 0 | 413,516 | 2.3% | 07 Jul, 2026 |
| 7 | Daniel Vidal | Director | 366,049 | 0 | 366,049 | 2.0% | 05 Jan, 2026 |
| 8 | Ellen Pao | Director | 292,770 | 0 | 292,770 | 1.6% | 07 Jul, 2026 |
| 9 | Divo Carlos Eduardo Alvarez | Director | 234,080 | 0 | 234,080 | 1.3% | 16 Jun, 2026 |
| 10 | Ryan Schaffer | Chief Financial Officer | 203,936 | 0 | 203,936 | 1.1% | 05 Jan, 2026 |
| 11 | Ying Liu | Director | 183,200 | 0 | 183,200 | 1.0% | 07 Jul, 2026 |
| 12 | Anuradha Muralidharan | Chief Operating Officer | 80,938 | 0 | 80,938 | 0.4% | 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.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 05 Jul, 2026 | Ying Liu | Director | Acquired A | 3,731 | $0.00 | $0 | 183,200 | Direct |
| 22 May, 2026 | Ellen Pao | Director | Acquired A | 123,762 | $0.00 | $0 | 292,770 | Direct |
| 22 May, 2026 | Ying Liu | Director | Acquired A | 123,762 | $0.00 | $0 | 306,962 | Direct |
| 22 May, 2026 | Timothy L Christen | Director | Acquired A | 123,762 | $0.00 | $0 | 413,516 | 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 | 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 |
| 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 |
| 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 |
| 04 Mar, 2026 | Steven J. Mclaughlin | TenPercentOwner | Acquired P | 327,144 | $1.02 | $335.00K | 10,767,093 | Indirect |
| 06 Mar, 2026 | Steven J. Mclaughlin | TenPercentOwner | Acquired P | 480,389 | $0.96 | $461.65K | 11,247,482 | Indirect |