Ownership and insider activity for Expensify, Inc. (EXFY): insider transactions, US Senate and House trading disclosures and shares outstanding. Track how corporate insiders and politicians are trading the stock.
Expensify, Inc. provides a digital platform accessible via the cloud, specializing in expense management for clients across the United States and globally. The company's flagship product, also called Expensify, is a comprehensive tool that streamlines various financial operations. These capabilities include overseeing corporate credit cards, settling bills, generating invoices, processing incoming payments, and facilitating travel arrangements.
Price
| Price | $2.30 |
| Market Cap | $222M |
| Exchange | NASDAQ |
| Country | US |
Recent Insider Transactions
| Date | Insider | Type | Shares | Value |
|---|---|---|---|---|
| 2026-05-22 | Pao Ellen | A-Award | 123,762 | |
| 2026-05-22 | Liu Ying | A-Award | 123,762 | |
| 2026-05-22 | Christen Timothy L | A-Award | 123,762 | |
| 2026-07-05 | Liu Ying | A-Award | 3,731 | |
| 2026-06-23 | Barrett David Michael | A-Award | 2,031,280 | $3.6M |
| 2026-06-23 | Barrett David Michael | A-Award | 63,694 | $111K |
| 2026-06-23 | Vidal Daniel | A-Award | 1,160,447 | $2.0M |
| 2026-06-23 | Schaffer Ryan | A-Award | 1,164,596 | $2.0M |
| 2026-06-23 | Mills Jason Fahr | A-Award | 1,160,447 | $2.0M |
| 2026-06-23 | Barrett David Michael | A-Award | 2,094,974 | $3.7M |
Balance Sheet (10y)
| Year | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $10.0M | $34.4M | $98.4M | $103.8M | $47.5M | $48.8M | $63.1M |
| Short-term Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Receivables | $8.0M | $11.8M | $21.1M | $18.9M | $16.8M | $13.1M | $13.1M |
| Inventory | 0 | 0 | 0 | $8.8M | 0 | 0 | 0 |
| Total Current Assets | $50.5M | $63.7M | $157.6M | $187.1M | $137.2M | $136.9M | $153.0M |
| Property, Plant & Equipment | $18.9M | $19.1M | $18.1M | $15.2M | $20.8M | $19.1M | $17.7M |
| Goodwill | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Intangible Assets | $3.0M | $3.7M | $6.4M | $6.9M | $12.5M | $16.2M | $13.6M |
| Total Assets | $76.6M | $87.7M | $183.2M | $210.2M | $176.8M | $173.7M | $186.0M |
| Accounts Payable | $3.0M | $2.3M | $3.8M | $1.1M | $1.4M | $196000 | $289000 |
| Short-term Debt | $6.9M | $19.0M | $15.5M | $15.6M | $22.7M | 0 | 0 |
| Total Current Liabilities | $44.6M | $39.2M | $53.6M | $60.4M | $67.9M | $38.0M | $46.4M |
| Long-term Debt | $32.6M | $30.3M | $52.1M | $51.4M | 0 | 0 | $5.1M |
| Total Liabilities | $125.1M | $73.7M | $106.6M | $113.0M | $76.0M | $45.4M | $53.2M |
| Retained Earnings | -$50.6M | -$52.3M | -$65.9M | -$97.6M | -$140.8M | -$150.8M | -$172.2M |
| Total Equity | -$48.5M | $14.1M | $76.6M | $97.2M | $100.7M | $128.2M | $132.7M |
| Total Debt | $44.3M | $51.7M | $70.0M | $67.8M | $29.6M | $6.5M | $5.7M |
| Net Debt | $34.3M | $17.3M | -$28.4M | -$36.0M | -$18.0M | -$42.3M | -$57.3M |
| Working Capital | $5.9M | $24.5M | $104.1M | $126.8M | $69.3M | $98.9M | $106.6M |
Financial Health
| Debt / Equity | 0.00 |
| Current Ratio | 3.50 |
Profitability
| Return on Equity | -11.54% |
| Return on Invested Capital | -7.85% |
| Return on Assets | -8.42% |
| Gross Margin | 48.67% |
| Operating Margin | -8.03% |
| Net Margin | -11.31% |
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Explore sector: Technology · Software - Application
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