---
schema_version: "secwatch.filing_event.v1"
accession: "0001476840-24-000189"
form_type: "8-K"
ticker: "EXFY"
cik: "0001476840"
company_name: "Expensify, Inc."
filed_at: "2024-09-03T23:59:59+00:00"
generated_at: "2026-05-31T06:36:21.716600+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Expensify repurchases 645,938 shares from Barrett Trust for $1.51M; repays mortgage

## Summary
- Repurchased 645,938 Class A shares at $2.33839/share from Barrett Trust LLC, total $1,510,456.
- Shares to be retired; ~$39.5M remains under existing repurchase authorization.
- Repaid in full the mortgage on Portland commercial building; terminated 2019 CIBC Loan Agreement.
- Repurchase closing expected on or about September 3, 2024.

## SEC filing metadata
- accession: 0001476840-24-000189
- form_type: 8-K
- ticker: EXFY
- cik: 0001476840
- company_name: Expensify, Inc.
- filed_at: 2024-09-03T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 1.02, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1476840/000147684024000189/0001476840-24-000189-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1476840/000147684024000189/exfy-20240828.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001476840-24-000189
- JSON: https://secwatch.observer/filing/0001476840-24-000189.json
- Plain text: https://secwatch.observer/filing/0001476840-24-000189.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.