Expensify, INC

Market Movers (8-K)

NASDAQ
Expensify, Inc. has officially regained compliance with Nasdaq's minimum bid price requirement after maintaining a closing price of $1.00 or greater for ten consecutive business days.
NASDAQ
Expensify, Inc. announced a modified Dutch auction tender offer to repurchase up to $25,000,000 of its Class A common stock.
NASDAQ
Expensify, Inc. has received a deficiency letter from Nasdaq indicating its stock price has fallen below the $1.00 minimum for continued listing, with 180 days to regain compliance.
Worse than expected
NASDAQ
Expensify, Inc. announced its fourth quarter and full year fiscal 2025 results, revealing a revenue decline in Q4 but a strategic pivot towards growth and AI investment.
Worse than expected
NASDAQ
Expensify, Inc. announced the resignation of its Chief Operating Officer and Board member, Anu Muralidharan, with Chief Strategy Officer Daniel Vidal assuming her responsibilities and Director of Engineering Carlos Alvarez Divo appointed to the Board.
NASDAQ
Expensify reports Q3 2025 financial results, highlighting 18% interchange growth and the launch of its new Concierge AI, while revenue slightly declines.
Worse than expected

Quarterly Earnings (10-Q)

NASDAQ
Expensify, Inc. reported its first quarter 2026 financial results, showing a decrease in revenue and net loss, while also receiving a deficiency letter from Nasdaq regarding its stock price.
Worse than expected
NASDAQ
Expensify, Inc. reported a significant increase in net loss and a decline in paid members for the quarter and nine months ended September 30, 2025, despite a year-to-date revenue increase.
Worse than expected
NASDAQ
Expensify, Inc. reported a significant increase in net loss for Q2 2025, driven by a substantial rise in sales and marketing expenses, despite revenue growth.
Worse than expected
NASDAQ
Expensify, Inc. reports an 8% increase in revenue for Q1 2025, primarily driven by growth in interchange revenue from its updated card program.
NASDAQ
Expensify's Q3 2024 results show a revenue decrease of 3% year-over-year, primarily due to reduced billable activity and increased cashback rewards, partially offset by interchange revenue from its new card program.
Worse than expected
NASDAQ
Expensify's Q2 2024 results show a decrease in revenue and a net loss, impacted by reduced billable activity and increased cashback rewards, while transitioning to a new card program.
Worse than expected

Annual Reports (10-K)

NASDAQ
Expensify, Inc. reported a net loss of $21.39 million for fiscal year 2025, driven by increased marketing spend and legal settlement costs, despite a slight revenue increase.
Worse than expected
NASDAQ
Expensify, Inc. (EXFY) reported a decrease in revenue for the full year 2024, driven by reduced billable activity and increased cashback payments, despite growth in interchange revenue from its updated card program.
Worse than expected
NASDAQ
Expensify, Inc.'s 10-K filing outlines its complex multi-class stock structure, voting trust, and governance provisions.

Insider Trading (Form 4)

NASDAQ
Expensify, Inc. reports that Director Ellen Pao was granted 123,762 restricted stock units (RSUs) on May 22, 2026, as part of the Non-Employee Director Compensation Program.
NASDAQ
Expensify, Inc. reports that Director Ying Liu acquired 123,762 shares of Class A Common Stock through an RSU award.
NASDAQ
Expensify, Inc. director Timothy L. Christen was granted restricted stock units (RSUs) under the company's Non-Employee Director Compensation Program.
NASDAQ
Expensify, Inc. director Ying Liu has acquired 3,731 shares of Class A Common Stock through an award of restricted stock units.
NASDAQ
Expensify CEO David Michael Barrett amends prior Form 4 filing to clarify stock option expiration dates.
NASDAQ
Expensify, Inc. Director Daniel Vidal acquired 1,160,447 stock options with an exercise price of $1.75, vesting over 16 quarterly installments.

Proxy Statements (Def-14A)

NASDAQ
Expensify announces its 2026 Annual Meeting of Stockholders, detailing proposals for director elections, auditor ratification, executive compensation, and a potential reverse stock split.
NASDAQ
Expensify, Inc. has filed a definitive proxy statement with the SEC.
NASDAQ
Expensify's 2025 proxy statement outlines key proposals for the upcoming annual meeting, including the election of directors, ratification of KPMG as the independent auditor, and an advisory vote on executive compensation.
NASDAQ
Expensify, Inc. has filed a definitive proxy statement with the SEC.
NASDAQ
Expensify's 2024 proxy statement outlines key proposals for the annual stockholder meeting, including the election of directors, ratification of the auditor, and an advisory vote on executive compensation.

Schedule 13G - Passive Investments

NASDAQ
The Vanguard Group filed an amended Schedule 13G, reporting 0% beneficial ownership in Expensify Inc. following an internal realignment on January 12, 2026.
NASDAQ
The Vanguard Group has reported a 5.4% beneficial ownership stake in Expensify Inc. common stock, held for investment purposes.
NASDAQ
David Barrett, individually and through Barrett Trust LLC, has disclosed a combined beneficial ownership of 6.1% of Expensify, Inc.'s Class A Common Stock as of December 31, 2024.