Recent 8-K filings for EXFY

• May 29, 2026, 5:15 PM ET regulatory materiality 0.65 positive item 8.01

  Expensify regains Nasdaq minimum bid price compliance

  Received Nasdaq deficiency notice on Apr 17, 2026 for bid price below $1.00 for 30 days.

• May 26, 2026, 5:54 PM ET other material materiality 0.60 neutral item 5.07 ◈ Shareholder Votes ×4

  Expensify shareholders approve reverse stock split and director elections at annual meeting

  Proposal 4 to amend charter for reverse stock split and decrease in authorized shares approved: 508.7M For, 5.2M Against.

• May 13, 2026, 6:01 AM ET other material materiality 0.75 positive item 7.01item 9.01

  Expensify commences $25M modified Dutch auction tender offer at $0.98-$1.20/share

  Up to $25M aggregate purchase price; price range $0.98-$1.20 per share.

• May 7, 2026, 7:59 PM ET earnings materiality 0.60 neutral item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Expensify Q1 revenue down 6% to $34M; interchange up 10%, paid members slip 4%

  Net loss narrowed to $2.3M from $3.2M YoY; Non-GAAP net income $3.6M.

• April 21, 2026, 7:59 PM ET regulatory materiality 0.75 negative item 3.01 ◈ Listing & Compliance Notices

  Expensify receives Nasdaq deficiency notice for bid price below $1.00

  Received deficiency letter on April 17, 2026 for non-compliance with minimum $1.00 bid price.

• February 26, 2026, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 7.01item 9.01

  Expensify Q4 revenue falls 5% YoY to $35.2M; net loss widens to $7.1M

  Full-year FY2025 revenue $142.1M (+2% YoY); net loss $21.4M vs $10.1M prior year.

• December 30, 2025, 6:59 PM ET leadership materiality 0.60 neutral item 5.02item 9.01

  Expensify COO and Director Anu Muralidharan Resigns; Carlos Alvarez Divo Appointed to Board

  COO and board member Anu Muralidharan resigned effective Dec 29, 2025, citing no disagreement with company.

• November 6, 2025, 6:59 PM ET earnings materiality 0.65 neutral item 2.02item 7.01item 9.01

  Expensify Q3 2025 revenue $35.1M (-1% YoY); net loss $2.3M; interchange up 18%

  Revenue $35.1M (-1% YoY); net loss $2.3M vs $2.2M YoY; non-GAAP net income $4.3M.

• October 15, 2025, 7:59 PM ET debt materiality 0.35 neutral item 1.01item 2.03item 9.01

  Expensify enters into new LOC facility with CIBC, replacing prior loan agreement

  $7.5M irrevocable standby LOC remains outstanding; no amounts drawn as of Oct 9, 2025.

• August 7, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 7.01item 9.01

  Expensify Q2 2025 revenue $35.8M (+7% YoY), net loss $8.8M, raises FY FCF guidance midpoint to $21M

  Revenue $35.8M (+7% YoY); paid members 652k (-5% YoY).

• July 8, 2025, 7:59 PM ET other materiality 0.10 neutral item 1.02

  Expensify terminates undrawn credit facility with CIBC; no penalties incurred

  Terminated Second Amended and Restated Loan and Security Agreement with CIBC on July 1, 2025.

• June 16, 2025, 7:59 PM ET other materiality 0.15 neutral item 5.07

  Expensify stockholders elect all eight director nominees, ratify auditor, approve say-on-pay

  David Barrett, Ryan Schaffer, Anuradha Muralidharan, Jason Mills, Daniel Vidal, Timothy L. Christen, Ying (Vivian) Liu, Ellen Pao elected as directors with large majorities.

• May 8, 2025, 7:59 PM ET earnings materiality 0.78 positive item 2.02item 7.01item 9.01

  Expensify Q1 revenue $36.1M (+8% YoY); raises FY 2025 FCF guidance to $17M-$21M

  Revenue $36.1M (+8% YoY); net loss improved to $3.2M from $3.8M.

• March 10, 2025, 7:59 PM ET other material materiality 0.25 neutral item 4.01item 9.01 ◈ Auditor Changes ×2

  Expensify replaces auditor EY with KPMG for FY2025; no prior disagreements

  Audit Committee dismissed EY and engaged KPMG as independent auditor for fiscal year ending Dec 31, 2025.

• February 27, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 8.01item 9.01

  Expensify reports FY24 revenue $139.2M, net loss down 76%, launches $50M buyback

  FY 2024 revenue $139.2M (-8% YoY); net loss $10.1M (down 76% from $41.5M). Adjusted EBITDA $39.4M, up 199% YoY.

• November 7, 2024, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 7.01item 9.01

  Expensify Q3 revenue down 3% to $35.4M, net loss narrows to $2.2M, raises FY FCF guide to $19-20M

  Revenue $35.4M (-3% YoY); net loss $2.2M vs $17.0M last year; Non-GAAP net income $5.4M.

• September 3, 2024, 7:59 PM ET other material materiality 0.60 neutral item 1.02item 8.01item 9.01

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

  Repurchased 645,938 Class A shares at $2.33839/share from Barrett Trust LLC, total $1,510,456.

• August 9, 2024, 7:59 PM ET debt materiality 0.55 positive item 7.01

  Expensify reduces debt by $15.0M in July 2024, expects another $7.6M cut in August

  Reduced debt by $15.0 million in July 2024.

• August 8, 2024, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 7.01item 9.01

  Expensify Q2 revenue down 14% to $33.3M; net loss narrows to $2.8M; interchange up 48%

  Revenue $33.3M (-14% YoY); paid members 684k (-8% YoY); net loss improved to $2.8M from $11.3M.

• June 20, 2024, 7:59 PM ET other materiality 0.15 neutral item 5.07item 9.01

  Expensify stockholders elect eight directors and ratify auditor at 2024 annual meeting

  All eight director nominees (Barrett, Schaffer, Muralidharan, Mills, Vidal, Christen, Liu, Pao) elected with over 459M votes each.

• May 9, 2024, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Expensify Q1 revenue down 16% to $33.5M; free cash flow improves to $5.2M

  Revenue $33.5M (-16% YoY); net loss $3.8M (improved from $5.9M in Q1 2023).

• February 22, 2024, 6:59 PM ET earnings materiality 0.75 negative item 1.01item 2.02item 2.03item 7.01item 9.01 ◈ Earnings Releases ×2◈ Debt Financings◈ Material Agreements

  Expensify FY2023 revenue falls 11% to $150.7M, net loss widens to $41.7M; amends credit facility

  Revenue $150.7M (down 11% YoY); Q4 revenue $35.2M (down 19% YoY).

• February 14, 2024, 6:59 PM ET other materiality 0.10 neutral item 5.03item 9.01 ◈ Governance Changes

  Expensify reduces authorized shares by 29,591 after retiring converted LT10/LT50 shares

  Retired 284 shares of LT10 Common Stock and 29,307 shares of LT50 Common Stock converted to Class A upon forfeiture.

• November 8, 2023, 6:59 PM ET earnings materiality 0.65 negative item 2.02item 7.01item 9.01

  Expensify Q3 revenue falls 14% YoY to $36.5M; net loss widens to $17M

  Revenue $36.5M, down 14% YoY; paid members 719K, down 6%.

• August 8, 2023, 7:59 PM ET earnings materiality 0.65 negative item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Expensify Q2 revenue down 10% to $38.9M; net loss widens to $11.3M

  Revenue $38.9M (down 10% YoY); net loss $11.3M vs $8.0M loss in Q2 2022.

• August 3, 2023, 7:59 PM ET other material materiality 0.10 neutral item 5.03item 9.01 ◈ Governance Changes

  Expensify retires 1,328 shares of converted LT common stock, reduces authorized capital

  Filed Certificate of Retirement to retire 1,249 LT10 shares and 79 LT50 shares converted into Class A common stock.

• June 23, 2023, 7:59 PM ET other materiality 0.25 neutral item 5.03item 5.07item 9.01 ◈ Shareholder Votes ×3◈ Governance Changes

  Expensify retires 588 LT10 shares; stockholders elect directors and ratify auditor

  Retired 588 shares of LT10 common stock converted into Class A, reducing authorized capital stock by 588 shares.

• May 9, 2023, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Expensify Q1 revenue down 1% to $40.1M; free cash flow $10.2M

  Revenue $40.1M (-1% YoY); net loss $5.9M vs $7.4M loss prior year.

• February 23, 2023, 6:59 PM ET earnings materiality 0.60 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Expensify FY2022 revenue up 19% to $169.5M; operating cash flow $32.9M

  Full year revenue $169.5M (+19% YoY); Q4 revenue $43.5M.

• February 8, 2023, 6:59 PM ET other materiality 0.10 neutral item 5.03item 9.01 ◈ Governance Changes

  Expensify retires 735 shares of LT10 common stock, reduces authorized shares

  Filed Certificate of Retirement to retire 735 shares of LT10 Common Stock converted to Class A Common Stock.

• November 22, 2022, 6:59 PM ET other materiality 0.10 neutral item 5.03item 9.01 ◈ Governance Changes

  Expensify retires 150 LT50 common shares after conversion, reducing authorized count

  Filed Certificate of Retirement with Delaware to retire 150 LT50 shares converted to Class A common stock.

• November 10, 2022, 6:59 PM ET earnings materiality 0.60 neutral item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Expensify Q3 revenue $42.5M (+13% YoY), net loss $8.2M; plans $6M additional buyback

  Revenue $42.5M (+13% YoY); paid members 761K (+14%).

• August 11, 2022, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 7.01item 9.01

  Expensify Q2 revenue $43.2M (+22% YoY); net loss $(8.0)M vs profit prior year; paid members rebound to 754k

  Revenue $43.2M (+22% YoY); interchange from Expensify Card up 142% YoY.

• August 11, 2022, 7:59 PM ET earnings materiality 0.70 positive item 7.01item 9.01

  Expensify Q2 revenue $43.2M (+22% YoY); paid members at 754k, above pre-pandemic levels

  Revenue $43.2M (+22% YoY); interchange from Expensify Card up 142% YoY.

• August 5, 2022, 7:59 PM ET other materiality 0.10 neutral item 5.03item 9.01

  Expensify retires 1,769 LT10 shares, reduces authorized capital

  Filed Certificate of Retirement on Aug 4, 2022 to retire 1,769 LT10 common shares converted to Class A upon forfeiture.

• June 23, 2022, 7:59 PM ET other materiality 0.15 neutral item 5.07

  Expensify shareholders elect eight directors and ratify EY as auditor at 2022 annual meeting

  All eight director nominees elected with >407 million votes each; broker non-votes ~1.7 million.

• June 13, 2022, 7:59 PM ET other material materiality 0.30 neutral item 5.02item 9.01

  Expensify increases CEO, CFO, COO compensation targets effective March 2022

  CEO David Barrett's target raised from $4,461,099 to $4,934,439.

• May 27, 2022, 7:59 PM ET other material materiality 0.15 neutral item 5.03item 9.01

  Expensify retires 830 shares of LT50 common stock, reduces authorized capital

  Filed Certificate of Retirement with Delaware Secretary of State on May 27, 2022.

• May 12, 2022, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 8.01item 9.01

  Expensify Q1 revenue $40.4M (+36%), Free Plan users +183% Q/Q; $50M buyback

  Revenue $40.4M (+36% YoY); adj. EBITDA $11.0M (27% margin); op. cash flow $11.2M (28% margin).

• April 27, 2022, 7:59 PM ET other materiality 0.10 neutral item 5.03item 9.01

  Expensify retires 670 shares of LT10 Common Stock, reduces authorized capital by 670 shares

  Filed Certificate of Retirement with Delaware Secretary of State on April 26, 2022, retiring 670 shares of LT10 Common Stock.

• March 31, 2022, 7:59 PM ET earnings materiality 0.65 neutral item 7.01item 9.01

  Expensify Q4 revenue $40.4M (+56% YoY); full year $142.8M (+61.8%); net loss due to IPO bonus

  Revenue Q4 $40.4M (+56% YoY); full year $142.8M (+61.8%).

• March 30, 2022, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  Expensify reports 56% Q4 revenue growth; Free Plan adoption drives paid member surge

  Q4 revenue $40.4M (+56% YoY); FY21 revenue $142.8M (+61.8% YoY).

• December 16, 2021, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01

  Expensify Q3 2021 revenue $37.4M (+72.6% YoY); non-GAAP net income $19.9M excl. IPO bonus

  Revenue $37.4M (+72.6% YoY); net loss $(6.3)M due to $26.3M IPO bonus expense.

• November 15, 2021, 6:59 PM ET other material materiality 0.80 positive item 5.03item 8.01item 9.01

  Expensify closes IPO of 11.19M shares at $27; gross proceeds ~$70.4M

  Total IPO of 11,190,392 Class A shares priced at $27.00 per share.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.62 · Most common event earnings

13 positive 4 negative 27 neutral

source · EXFY on sec.gov