Informed-money record

EXFY · EXPENSIFY INC.

Disclosed informed-money activity on this name over the last 12 months — corporate insiders, institutions, and members of Congress, from public-domain SEC and congressional filings. A dated factual record with receipts; interpretation is yours.

Bullish filings

6

Bearish filings

78

Named actors

16

Disclosed $ (bull / bear)

$2.2M / $1.5M

Recent disclosures

25 of 84 in the window · linked to source
DateWhoWhatDisclosed $Receipt
2026-06-15Director (via Morgan Stanley Smith Barney LLC Executive Financial Services) CARLOS ALVAREZfiled notice to sell$13KSEC ↗
2026-06-12Director (via Morgan Stanley Smith Barney LLC Executive Financial Services) Ryan Schafferfiled notice to sell$11KSEC ↗
2026-06-12Director (via Morgan Stanley Smith Barney LLC Executive Financial Services) Jason Millsfiled notice to sell$14KSEC ↗
2026-06-12Director (via Morgan Stanley Smith Barney LLC Executive Financial Services) Daniel Vidalfiled notice to sell$13KSEC ↗
2026-06-12Director (via Raymod James & Associates Inc) David Barrettfiled notice to sell$25KSEC ↗
2026-06-12Director (via Morgan Stanley Smith Barney LLC Executive Financial Services) Carlos Alvarez Divofiled notice to sell$24KSEC ↗
2026-05-15Director (via Morgan Stanley Smith Barney LLC Executive Financial Services) CARLOS ALVAREZfiled notice to sell$11KSEC ↗
2026-05-01Chief Executive Officer Barrett David Michaelsold$32KSEC ↗
2026-04-28Director (via Morgan Stanley Smith Barney LLC Executive Financial Services) CARLOS ALVAREZfiled notice to sell$30KSEC ↗
2026-04-28Director Alvarez Divo Carlos Eduardosold$31KSEC ↗
2026-04-08Director (via Raymod James & Associates Inc) David Barrettfiled notice to sell$78KSEC ↗
2026-03-18Director (via Morgan Stanley Smith Barney LLC Executive Financial Services) Ryan Schafferfiled notice to sell$6KSEC ↗
2026-03-18Director (via Morgan Stanley Smith Barney LLC Executive Financial Services) Jason Millsfiled notice to sell$8KSEC ↗
2026-03-18Director (via Morgan Stanley Smith Barney LLC Executive Financial Services) Daniel Vidalfiled notice to sell$7KSEC ↗
2026-03-18Director (via Morgan Stanley Smith Barney LLC Executive Financial Services) David Barrettfiled notice to sell$13KSEC ↗
2026-03-18Director (via Morgan Stanley Smith Barney LLC Executive Financial Services) Carlos Alvarez Divofiled notice to sell$7KSEC ↗
2026-03-1110% owner / other EXP 2020 SPV LPbought$420KSEC ↗
2026-03-0910% owner / other EXP 2020 SPV LPbought$433KSEC ↗
2026-03-0610% owner / other EXP 2020 SPV LPbought$461KSEC ↗
2026-03-0410% owner / other EXP 2020 SPV LPbought$334KSEC ↗
2026-03-0310% owner / other EXP 2020 SPV LPbought$485KSEC ↗
2026-03-02Chief Executive Officer Barrett David Michaelsold$27KSEC ↗
2026-02-02Chief Executive Officer Barrett David Michaelsold$44KSEC ↗
2026-01-09Director (via Morgan Stanley Smith Barney LLC Executive Financial Services) Carlos Alvarez Divofiled notice to sell$14KSEC ↗
2026-01-06Director (via Raymod James & Associates Inc) David Barrettfiled notice to sell$135KSEC ↗

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Events dated by when the activity occurred (a trade's transaction date; a notice, stake, or announcement at its filing date); the linked filing is the authoritative record. Directional public-domain disclosures only. Descriptive, not investment advice. Methodology · Today's notable signals