Source-grounded facts extracted from Expensify, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Expensify, Inc. shareholders approved Approval and Adoption of Amendments to Our Amended and Restated Certificate of Incorporation to Effect (i) a Reverse Stock Split and (ii) a Corresponding Decrease in Authorized Shares at the 2026-05-22 meeting.
“The Company’s stockholders approved and adopted amendments to the Company’s amended and restated certificate of incorporation to effect (i) a reverse stock split and (ii) a corresponding decrease in authorized shares”
Expensify, Inc. shareholders approved Advisory Vote on the Compensation of Our Named Executive Officers at the 2026-05-22 meeting.
“The Company’s stockholders approved, on an advisory basis, the compensation paid to the Company’s named executive officers”
Expensify, Inc. shareholders approved Ratification of Appointment of Independent Registered Public Accounting Firm at the 2026-05-22 meeting.
“The Company’s stockholders ratified the appointment of KPMG LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026”
Expensify, Inc. shareholders approved Election of Directors at the 2026-05-22 meeting.
“The Company’s stockholders elected David Barrett, Ryan Schaffer, Jason Mills, Daniel Vidal, Carlos Alvarez Divo, Timothy L. Christen, Ying (Vivian) Liu and Ellen Pao as members of the Company’s board of directors”
Expensify, Inc. reported Q1 2026 results: revenue $34.0 million, net income $2.3 million.
“• Revenue, net was $34.0 million, a decrease of 6% compared to the same period last year.”
Expensify, Inc. received a nasdaq deficiency notice notice regarding minimum bid price (rules 5450(a)(1)).
“April 17, 2026, Expensify, Inc. (the “Company”) received a deficiency letter from the Nasdaq Listing Qualifications Department (“the Staff”) of The Nasdaq Stock Market LLC (“Nasdaq”) notifying the Company that, for the last 30 consecutive business days, the closing bid price for the Company’s Class A common stock, par value $0.0001 (the “Class A common stock”), has been below the minimum $1.00 per share required for continued listing on The Nasdaq Global Select Market pursuant to Nasdaq Listing Rule 5450(a)(1) (the “Minimum Bid Price Requirement”). The Nasdaq deficiency letter has no immediate”
Expensify, Inc. engaged KPMG LLP as its auditor.
“On March 5, 2025 , the Audit Committee of the Board of Directors of Expensify, Inc. (the “Company”) (i) dismissed Ernst & Young LLP (“EY”), the Company’s current independent registered public accounting firm; and (ii) engaged KPMG LLP (“KPMG”) as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2025.”
Expensify, Inc. dismissed Ernst & Young LLP as its auditor.
“On March 5, 2025 , the Audit Committee of the Board of Directors of Expensify, Inc. (the “Company”) (i) dismissed Ernst & Young LLP (“EY”), the Company’s current independent registered public accounting firm; and (ii) engaged KPMG LLP (“KPMG”) as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2025.”
Expensify, Inc. reported the quarter ended March 31, 2024 results: revenue $33.5 million, net income Net loss was $3.8 million. Guidance raised.
“wait to show you on the earnings call (or visit exfy.com/roadmap to see it yourself)! -david Founder and CEO of Expensify First Quarter 2024 Highlights Financial: • Revenue was $33.5 million, a decrease of 16% compared to the same period last year. • Generated $3.5 million cash from operating activities. • Free cash flow was $5.2 million. • Net loss was $3.8 million,”
Expensify, Inc. reported quarter ended December 31, 2023 results: revenue $35.2 million, net income $(7.5) million.
“Fourth Quarter 2023 Highlights • Revenue was $35.2 million, a decrease of 19% compared to the same period last year. • Utilized $0.5 million cash in operating activities • Free cash flow was $(3.6) million • Net loss was $7.5 million, compared to $3.4 million for the same period last year.”
Expensify, Inc. reported year ended December 31, 2023 results: revenue $150.7 million, net income $(41.7) million.
“Full Year Fiscal 2023 Highlights • Revenue was $150.7 million, a decrease of 11% compared to the prior year. • Generated $1.6 million cash from operating activities. • Free cash flow was $0.6 million. • Net loss was $41.7 million, compared to $27.0 million for the prior year.”
Expensify, Inc. amended revolving credit of $25.0 million with Canadian Imperial Bank of Commerce at CIBC’s reference rate plus 1.00% maturing September 21, 2025.
“and negative covenants intended to better align with the operations of the Company. The Second Amended and Restated Loan and Security Agreement continues to provide for a $25.0 million revolving credit facility, and interest on borrowings continues to accrue at CIBC’s reference rate plus 1.00% As of February 21, 2024, $15.0 million was outstanding under the”
Expensify, Inc. amended Second Amended and Restated Loan and Security Agreement with Canadian Imperial Bank of Commerce (CIBC) as administrative agent valued at $25.0 million revolving credit facility (effective 2024-02-21).
“On February 21, 2024, Expensify, Inc.("Expensify" or the "Company") as borrower, the lenders party thereto and Canadian Imperial Bank of Commerce ("CIBC"), as administrative agent, entered into a Second Amended and Restated Loan and Security Agreement (the "Second Amended and Restated Loan and Security Agreement").”
Expensify, Inc.: Certificate of Retirement filed to reduce authorized capital stock by 29,591 shares upon conversion and retirement of LT10 and LT50 common stock (effective 2024-02-13).
“Effective upon filing, the Certificate of Retirement amended the Amended and Restated Certificate of Incorporation of the Company to reduce the total authorized number of shares of capital stock of the Company by 29,591 shares.”
Expensify, Inc. reported the quarter ended June 30, 2023 results: revenue $38.9 million, net income $11.3 million.
“Revenue was $38.9 million, a decrease of 10% compared to the same period last year.”
Expensify, Inc.: Reduced total authorized shares of capital stock by 1,328 shares via certificate of retirement of converted shares (effective 2023-08-03).
“Effective upon filing, the Certificate of Retirement amended the Amended and Restated Certificate of Incorporation of the Company to reduce the total authorized number of shares of capital stock of the Company by 1,328 shares.”
Expensify, Inc.: Retired 588 shares of LT10 Common Stock and amended the Amended and Restated Certificate of Incorporation to reduce total authorized shares by 588 (effective 2023-06-23).
“Effective upon filing, the Certificate of Retirement amended the Amended and Restated Certificate of Incorporation of the Company to reduce the total authorized number of shares of capital stock of the Company by 588 shares.”
Expensify, Inc. shareholders approved Advisory Vote on Frequency of Future Advisory Say-on-Pay Votes at the 2023-06-21 meeting.
“The Company’s stockholders determined, on an advisory basis, to hold an advisory vote on the compensation of our named executive officers every year.”
Expensify, Inc. shareholders approved Ratification of Appointment of Independent Registered Public Accounting Firm at the 2023-06-21 meeting.
“The Company’s stockholders ratified the appointment of Ernst & Young LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2023.”
Expensify, Inc. shareholders approved Election of Directors at the 2023-06-21 meeting.
“The Company’s stockholders elected David Barrett, Ryan Schaffer, Anu Muralidharan, Jason Mills, Daniel Vidal, Timothy L. Christen, Vivian Liu and Ellen Pao as members of the Company’s board of directors to serve until the Company’s 2024 annual meeting of stockholders and until their respective successors have been duly elected and qualified.”
Expensify, Inc. reported the quarter ended March 31, 2023 results: revenue $40.1 million, net income Net loss was $5.9 million.
“• Revenue was $40.1 million, a decrease of 1% compared to the same period last year. • Generated $7.6 million cash provided by operating activities and $10.2 million of free cash flow. • Net loss was $5.9 million, compared to $7.4 million for the same period last year.”
Expensify, Inc. reported the year and quarter ended December 31, 2022 results: revenue $169.5 million, net income Net loss was $27.0 million.
“reference. --- EX-99.1 (EX-99.1) --- EXPENSIFY ANNOUNCES Q4 AND FULL YEAR FISCAL 2022 RESULTS The company demonstrated strong positive operating cash flow of $32.9 million on $169.5 million in revenue, a revenue increase of 19% compared to the same period last year. PORTLAND, Ore.--(BUSINESS WIRE)--February 23, 2023-- Expensify, Inc. (Nasdaq: EXFY), a payments”
Expensify, Inc.: Retired 735 shares of LT10 Common Stock, reducing authorized capital stock by 735 shares, effective upon filing with Delaware Secretary of State (effective 2023-02-08).
“On February 8, 2023, Expensify, Inc. (“Expensify” or the “Company”) filed a Certificate of Retirement with the Secretary of State of the State of Delaware to retire 735 shares of LT10 common stock, par value $0.0001 per share, of the Company (the “LT10 Common Stock”).”
Expensify, Inc.: Retired 150 shares of LT50 common stock, amending the Amended and Restated Certificate of Incorporation to reduce total authorized shares by 150, from 1,060,000,000 to 1,059,996,581 (effective 2022-11-22).
“On November 22, 2022, Expensify, Inc. (“Expensify” or the “Company”) filed a Certificate of Retirement with the Secretary of State of the State of Delaware to retire 150 shares of LT50 common stock, par value $0.0001 per share, of the Company (the “LT50 Common Stock”).”
Expensify, Inc. reported quarter ended September 30, 2022 results: revenue $42.5 million, net income -$8.2 million. Guidance reaffirmed.
“Revenue was $42.5 million, an increase of 13% compared to the same period last year.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.