Insider Holders & Insider Ownership - Expensify Inc. (EXFY)

List of insiders holdings for Expensify Inc.:
  1. Shares directly owned by the insider.
  2. Shares indirectly owned by the insider.
  3. Total shares owned by the insider (sum of shares directly and indirectly owned).
  4. Total market value if available.
  5. Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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# Insider Holder Name Report
Date Time
Shares Owned
Directly
Indirectly
Total
Shares Owned
Filing
1 McLaughlin Steven J.
Steven J. McLaughlin Revocable Trust
EXP 2020 SPV LP
SF Roofdeck GP LLC
10% Owner
2024-07-10 18:38:24 0
11,723,559
11,723,559 Form 4
2 Hillsven LLC
FBHR Associates LLC
DeMartini James G B III
Unameit Trust under Declaration of Trust dated March 10 2000
10% Owner
2022-07-26 18:04:43 9,046,150
0
9,046,150 Form 4
3 Octopus Head Inc
415 Foundation
Stankiewicz Witold
10% Owner
2023-01-26 18:23:36 6,456,400
0
6,456,400 Form 13G
4 Barrett David Michael
Chief Executive Officer
2025-07-02 16:39:07 210,676
1,528,480
1,739,156 Form 4
5 Martirano David
See Remarks
2023-08-28 20:47:29 1,186,466
0
1,186,466 Form 13G
6 Mills Jason Fahr
Director
2025-06-18 20:50:18 494,106
576,959
1,071,065 Form 4
7 Vidal Daniel
Director
2025-06-18 20:50:08 391,877
155,020
546,897 Form 4
8 Schaffer Ryan
Chief Financial Officer
2025-06-18 20:49:58 305,362
58,838
364,200 Form 4
9 Muralidharan Anuradha
Chief Operating Officer
2025-06-18 20:49:37 191,765
137,377
329,142 Form 4
10 Christen Timothy L
Director
2025-06-17 17:58:44 249,754
0
249,754 Form 4
11 Pao Ellen
Director
2025-06-17 17:58:35 169,008
0
169,008 Form 4
12 Liu Ying
Director
2025-07-09 18:11:24 168,207
0
168,207 Form 4
13 Lent Robert David
Director
2021-11-09 18:44:52 0
0
0 Form 3
14 Bartlett Blake Charles
Director
2021-11-17 17:00:34 0
0
0 Form 4
15 OpenView Management LLC
OpenView General Partner IV L.P.
OpenView Venture Partners IV L.P.
OpenView Affiliates Fund IV L.P.
10% Owner
2024-02-14 11:39:28 0
0
0 Form 13G