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Compiled from SEC Form N-PX filings and EXPENSIFY INC.’s Form 8-K, filed June 20, 2024 (Item 5.07 on EDGAR). Page generated October 18, 2026.
Meeting of June 14, 2024: 10 items on EXPENSIFY INC.’s Form 8-K, filed June 20, 2024: 2 approved · 8 without a stated outcome.
None.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided
Proxy season: 2023-2024 2025-2026
Explore EXPENSIFY INC. in the interactive database Compare manager voting policies
These tallies are EXPENSIFY INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed June 20, 2024 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: David Barrett | 459,593,019 | -- | -- | 19,735,475 | 14,392,331 | 96% | Not verified | — |
| Elect Director: Ryan Schaffer | 461,085,896 | -- | -- | 18,242,598 | 14,392,331 | 96% | Not verified | — |
| Elect Director: Anu Muralidharan | 461,161,886 | -- | -- | 18,166,608 | 14,392,331 | 96% | Not verified | — |
| Elect Director: Jason Mills | 460,528,917 | -- | -- | 18,799,577 | 14,392,331 | 96% | Not verified | — |
| Elect Director: Daniel Vidal | 460,814,719 | -- | -- | 18,513,775 | 14,392,331 | 96% | Not verified | — |
| Elect Director: Timothy L. Christen | 467,989,533 | -- | -- | 11,338,961 | 14,392,331 | 98% | Not verified | — |
| Elect Director: Vivian Liu | 472,122,758 | -- | -- | 7,205,736 | 14,392,331 | 98% | Not verified | — |
| Elect Director: Ellen Pao | 472,078,349 | -- | -- | 7,250,145 | 14,392,331 | 98% | Not verified | — |
| 2. Ratification of Appointment of Independent Registered Public Accounting Firm | 486,703,962 | 226,686 | 6,790,177 | -- | -- | 99.9% | Approved | — |
| 3. Advisory Vote on the Compensation of Our Named Executive Officers | 472,392,741 | 6,901,783 | 33,970 | -- | 14,392,331 | 99% | Approved | — |
Source: EXPENSIFY INC., Form 8-K, filed with the SEC on June 20, 2024 — read the filing on EDGAR.
Each item below shows how the 112 asset managers that disclosed a EXPENSIFY INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.
Combines 3 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Anu Muralidharan
EXPENSIFY INC.’s own tally for this item (“Elect Director: Anu Muralidharan”): 461,161,886 for, 18,166,608 withheld, per its Form 8-K filed June 20, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 41 asset managers below reported 3,807,519 for, 4,467,874 withheld, 37,073 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 0 | 0 | 0 | 3,329,926 | Withhold |
| BlackRock | 2,040,348 | 0 | 0 | 0 | For |
| Fidelity | 835,539 | 0 | 0 | 41,099 | For |
| Columbia Threadneedle | 648,301 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 0 | 369,789 | Withhold |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 158,000 | Withhold |
| TIAA | 0 | 0 | 0 | 156,447 | Withhold |
| AQR | 0 | 0 | 0 | 101,368 | Withhold |
| Federated Hermes | 97,046 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 94,809 | 0 | 0 | 0 | For |
| Equitable | 53,979 | 0 | 0 | 0 | For |
| Lincoln Financial | 0 | 0 | 0 | 45,700 | Withhold |
| PACE SELECT ADVISORS TRUST | 0 | 0 | 0 | 42,163 | Withhold |
| Goldman Sachs | 0 | 0 | 0 | 33,412 | Withhold |
| Invesco | 0 | 0 | 0 | 31,772 | Withhold |
| AIG/SunAmerica | 0 | 0 | 0 | 27,495 | Withhold |
| Russell Investments | 0 | 0 | 0 | 23,868 | Withhold |
| PFM Multi-Manager Series Trust | 0 | 0 | 20,941 | 0 | Abstain |
| Voya | 0 | 0 | 0 | 20,277 | Withhold |
| State Street | 0 | 0 | 0 | 19,248 | Withhold |
| Pacific Life | 18,029 | 0 | 0 | 0 | For |
| John Hancock | 0 | 0 | 16,132 | 0 | Abstain |
| ProShares | 0 | 0 | 0 | 11,115 | Withhold |
| SEI | 0 | 0 | 0 | 10,900 | Withhold |
| Bridge Builder Trust | 9,829 | 0 | 0 | 0 | For |
Showing the 25 largest of 41 asset managers. See all 41 in the interactive database.
Combines 3 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Daniel Vidal
EXPENSIFY INC.’s own tally for this item (“Elect Director: Daniel Vidal”): 460,814,719 for, 18,513,775 withheld, per its Form 8-K filed June 20, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 41 asset managers below reported 3,807,519 for, 4,467,874 withheld, 37,073 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 0 | 0 | 0 | 3,329,926 | Withhold |
| BlackRock | 2,040,348 | 0 | 0 | 0 | For |
| Fidelity | 835,539 | 0 | 0 | 41,099 | For |
| Columbia Threadneedle | 648,301 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 0 | 369,789 | Withhold |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 158,000 | Withhold |
| TIAA | 0 | 0 | 0 | 156,447 | Withhold |
| AQR | 0 | 0 | 0 | 101,368 | Withhold |
| Federated Hermes | 97,046 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 94,809 | 0 | 0 | 0 | For |
| Equitable | 53,979 | 0 | 0 | 0 | For |
| Lincoln Financial | 0 | 0 | 0 | 45,700 | Withhold |
| PACE SELECT ADVISORS TRUST | 0 | 0 | 0 | 42,163 | Withhold |
| Goldman Sachs | 0 | 0 | 0 | 33,412 | Withhold |
| Invesco | 0 | 0 | 0 | 31,772 | Withhold |
| AIG/SunAmerica | 0 | 0 | 0 | 27,495 | Withhold |
| Russell Investments | 0 | 0 | 0 | 23,868 | Withhold |
| PFM Multi-Manager Series Trust | 0 | 0 | 20,941 | 0 | Abstain |
| Voya | 0 | 0 | 0 | 20,277 | Withhold |
| State Street | 0 | 0 | 0 | 19,248 | Withhold |
| Pacific Life | 18,029 | 0 | 0 | 0 | For |
| John Hancock | 0 | 0 | 16,132 | 0 | Abstain |
| ProShares | 0 | 0 | 0 | 11,115 | Withhold |
| SEI | 0 | 0 | 0 | 10,900 | Withhold |
| Bridge Builder Trust | 9,829 | 0 | 0 | 0 | For |
Showing the 25 largest of 41 asset managers. See all 41 in the interactive database.
Combines 3 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: David Barrett
EXPENSIFY INC.’s own tally for this item (“Elect Director: David Barrett”): 459,593,019 for, 19,735,475 withheld, per its Form 8-K filed June 20, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 41 asset managers below reported 2,323,679 for, 5,951,714 withheld, 37,073 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 0 | 0 | 0 | 3,329,926 | Withhold |
| BlackRock | 2,040,348 | 0 | 0 | 0 | For |
| Fidelity | 0 | 0 | 0 | 876,638 | Withhold |
| Columbia Threadneedle | 0 | 0 | 0 | 648,301 | Withhold |
| Charles Schwab | 0 | 0 | 0 | 369,789 | Withhold |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 158,000 | Withhold |
| TIAA | 0 | 0 | 0 | 156,447 | Withhold |
| AQR | 0 | 0 | 0 | 101,368 | Withhold |
| Federated Hermes | 97,046 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 94,809 | 0 | 0 | 0 | For |
| Equitable | 53,979 | 0 | 0 | 0 | For |
| Lincoln Financial | 0 | 0 | 0 | 45,700 | Withhold |
| PACE SELECT ADVISORS TRUST | 0 | 0 | 0 | 42,163 | Withhold |
| Goldman Sachs | 0 | 0 | 0 | 33,412 | Withhold |
| Invesco | 0 | 0 | 0 | 31,772 | Withhold |
| AIG/SunAmerica | 0 | 0 | 0 | 27,495 | Withhold |
| Russell Investments | 0 | 0 | 0 | 23,868 | Withhold |
| PFM Multi-Manager Series Trust | 0 | 0 | 20,941 | 0 | Abstain |
| Voya | 0 | 0 | 0 | 20,277 | Withhold |
| State Street | 0 | 0 | 0 | 19,248 | Withhold |
| Pacific Life | 18,029 | 0 | 0 | 0 | For |
| John Hancock | 0 | 0 | 16,132 | 0 | Abstain |
| ProShares | 0 | 0 | 0 | 11,115 | Withhold |
| SEI | 0 | 0 | 0 | 10,900 | Withhold |
| Bridge Builder Trust | 9,829 | 0 | 0 | 0 | For |
Showing the 25 largest of 41 asset managers. See all 41 in the interactive database.
Combines 3 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Ellen Pao
EXPENSIFY INC.’s own tally for this item (“Elect Director: Ellen Pao”): 472,078,349 for, 7,250,145 withheld, per its Form 8-K filed June 20, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 41 asset managers below reported 7,552,886 for, 722,507 withheld, 37,073 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,244,926 | 0 | 0 | 85,000 | For |
| BlackRock | 2,040,348 | 0 | 0 | 0 | For |
| Fidelity | 835,539 | 0 | 0 | 41,099 | For |
| Columbia Threadneedle | 648,301 | 0 | 0 | 0 | For |
| Charles Schwab | 369,789 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 158,000 | Withhold |
| TIAA | 0 | 0 | 0 | 156,447 | Withhold |
| AQR | 0 | 0 | 0 | 101,368 | Withhold |
| Federated Hermes | 97,046 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 94,809 | 0 | 0 | 0 | For |
| Equitable | 19,539 | 0 | 0 | 34,440 | Mixed |
| Lincoln Financial | 45,700 | 0 | 0 | 0 | For |
| PACE SELECT ADVISORS TRUST | 0 | 0 | 0 | 42,163 | Withhold |
| Goldman Sachs | 0 | 0 | 0 | 33,412 | Withhold |
| Invesco | 31,772 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 0 | 0 | 0 | 27,495 | Withhold |
| Russell Investments | 23,868 | 0 | 0 | 0 | For |
| PFM Multi-Manager Series Trust | 0 | 0 | 20,941 | 0 | Abstain |
| Voya | 20,277 | 0 | 0 | 0 | For |
| State Street | 19,248 | 0 | 0 | 0 | For |
| Pacific Life | 18,029 | 0 | 0 | 0 | For |
| John Hancock | 0 | 0 | 16,132 | 0 | Abstain |
| ProShares | 0 | 0 | 0 | 11,115 | Withhold |
| SEI | 10,900 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 9,829 | 0 | 0 | 0 | For |
Showing the 25 largest of 41 asset managers. See all 41 in the interactive database.
Combines 3 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Jason Mills
EXPENSIFY INC.’s own tally for this item (“Elect Director: Jason Mills”): 460,528,917 for, 18,799,577 withheld, per its Form 8-K filed June 20, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 41 asset managers below reported 3,159,218 for, 5,116,175 withheld, 37,073 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 0 | 0 | 0 | 3,329,926 | Withhold |
| BlackRock | 2,040,348 | 0 | 0 | 0 | For |
| Fidelity | 835,539 | 0 | 0 | 41,099 | For |
| Columbia Threadneedle | 0 | 0 | 0 | 648,301 | Withhold |
| Charles Schwab | 0 | 0 | 0 | 369,789 | Withhold |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 158,000 | Withhold |
| TIAA | 0 | 0 | 0 | 156,447 | Withhold |
| AQR | 0 | 0 | 0 | 101,368 | Withhold |
| Federated Hermes | 97,046 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 94,809 | 0 | 0 | 0 | For |
| Equitable | 53,979 | 0 | 0 | 0 | For |
| Lincoln Financial | 0 | 0 | 0 | 45,700 | Withhold |
| PACE SELECT ADVISORS TRUST | 0 | 0 | 0 | 42,163 | Withhold |
| Goldman Sachs | 0 | 0 | 0 | 33,412 | Withhold |
| Invesco | 0 | 0 | 0 | 31,772 | Withhold |
| AIG/SunAmerica | 0 | 0 | 0 | 27,495 | Withhold |
| Russell Investments | 0 | 0 | 0 | 23,868 | Withhold |
| PFM Multi-Manager Series Trust | 0 | 0 | 20,941 | 0 | Abstain |
| Voya | 0 | 0 | 0 | 20,277 | Withhold |
| State Street | 0 | 0 | 0 | 19,248 | Withhold |
| Pacific Life | 18,029 | 0 | 0 | 0 | For |
| John Hancock | 0 | 0 | 16,132 | 0 | Abstain |
| ProShares | 0 | 0 | 0 | 11,115 | Withhold |
| SEI | 0 | 0 | 0 | 10,900 | Withhold |
| Bridge Builder Trust | 9,829 | 0 | 0 | 0 | For |
Showing the 25 largest of 41 asset managers. See all 41 in the interactive database.
Combines 3 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Ryan Schaffer
EXPENSIFY INC.’s own tally for this item (“Elect Director: Ryan Schaffer”): 461,085,896 for, 18,242,598 withheld, per its Form 8-K filed June 20, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 41 asset managers below reported 3,710,473 for, 4,564,920 withheld, 37,073 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 0 | 0 | 0 | 3,329,926 | Withhold |
| BlackRock | 2,040,348 | 0 | 0 | 0 | For |
| Fidelity | 835,539 | 0 | 0 | 41,099 | For |
| Columbia Threadneedle | 648,301 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 0 | 369,789 | Withhold |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 158,000 | Withhold |
| TIAA | 0 | 0 | 0 | 156,447 | Withhold |
| AQR | 0 | 0 | 0 | 101,368 | Withhold |
| Federated Hermes | 0 | 0 | 0 | 97,046 | Withhold |
| QUANTITATIVE MASTER SERIES LLC | 94,809 | 0 | 0 | 0 | For |
| Equitable | 53,979 | 0 | 0 | 0 | For |
| Lincoln Financial | 0 | 0 | 0 | 45,700 | Withhold |
| PACE SELECT ADVISORS TRUST | 0 | 0 | 0 | 42,163 | Withhold |
| Goldman Sachs | 0 | 0 | 0 | 33,412 | Withhold |
| Invesco | 0 | 0 | 0 | 31,772 | Withhold |
| AIG/SunAmerica | 0 | 0 | 0 | 27,495 | Withhold |
| Russell Investments | 0 | 0 | 0 | 23,868 | Withhold |
| PFM Multi-Manager Series Trust | 0 | 0 | 20,941 | 0 | Abstain |
| Voya | 0 | 0 | 0 | 20,277 | Withhold |
| State Street | 0 | 0 | 0 | 19,248 | Withhold |
| Pacific Life | 18,029 | 0 | 0 | 0 | For |
| John Hancock | 0 | 0 | 16,132 | 0 | Abstain |
| ProShares | 0 | 0 | 0 | 11,115 | Withhold |
| SEI | 0 | 0 | 0 | 10,900 | Withhold |
| Bridge Builder Trust | 9,829 | 0 | 0 | 0 | For |
Showing the 25 largest of 41 asset managers. See all 41 in the interactive database.
Combines 3 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Tim Christen
EXPENSIFY INC.’s own tally for this item (“Elect Director: Timothy L. Christen”): 467,989,533 for, 11,338,961 withheld, per its Form 8-K filed June 20, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 41 asset managers below reported 4,958,454 for, 3,307,110 withheld, 46,902 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,244,926 | 0 | 0 | 85,000 | For |
| BlackRock | 0 | 0 | 0 | 2,040,348 | Withhold |
| Fidelity | 835,539 | 0 | 0 | 41,099 | For |
| Columbia Threadneedle | 648,301 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 0 | 369,789 | Withhold |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 158,000 | Withhold |
| TIAA | 0 | 0 | 0 | 156,447 | Withhold |
| AQR | 0 | 0 | 0 | 101,368 | Withhold |
| Federated Hermes | 97,046 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 0 | 0 | 0 | 94,809 | Withhold |
| Equitable | 0 | 0 | 0 | 53,979 | Withhold |
| Lincoln Financial | 45,700 | 0 | 0 | 0 | For |
| PACE SELECT ADVISORS TRUST | 0 | 0 | 0 | 42,163 | Withhold |
| Goldman Sachs | 0 | 0 | 0 | 33,412 | Withhold |
| Invesco | 31,772 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 0 | 0 | 0 | 27,495 | Withhold |
| Russell Investments | 0 | 0 | 0 | 23,868 | Withhold |
| PFM Multi-Manager Series Trust | 0 | 0 | 20,941 | 0 | Abstain |
| Voya | 20,277 | 0 | 0 | 0 | For |
| State Street | 19,248 | 0 | 0 | 0 | For |
| Pacific Life | 0 | 0 | 0 | 18,029 | Withhold |
| John Hancock | 0 | 0 | 16,132 | 0 | Abstain |
| ProShares | 0 | 0 | 0 | 11,115 | Withhold |
| SEI | 0 | 0 | 0 | 10,900 | Withhold |
| Bridge Builder Trust | 0 | 0 | 9,829 | 0 | Abstain |
Showing the 25 largest of 41 asset managers. See all 41 in the interactive database.
Combines 4 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Vivian Liu
EXPENSIFY INC.’s own tally for this item (“Elect Director: Vivian Liu”): 472,122,758 for, 7,205,736 withheld, per its Form 8-K filed June 20, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 41 asset managers below reported 7,552,886 for, 722,507 withheld, 37,073 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,244,926 | 0 | 0 | 85,000 | For |
| BlackRock | 2,040,348 | 0 | 0 | 0 | For |
| Fidelity | 835,539 | 0 | 0 | 41,099 | For |
| Columbia Threadneedle | 648,301 | 0 | 0 | 0 | For |
| Charles Schwab | 369,789 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 158,000 | Withhold |
| TIAA | 0 | 0 | 0 | 156,447 | Withhold |
| AQR | 0 | 0 | 0 | 101,368 | Withhold |
| Federated Hermes | 97,046 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 94,809 | 0 | 0 | 0 | For |
| Equitable | 19,539 | 0 | 0 | 34,440 | Mixed |
| Lincoln Financial | 45,700 | 0 | 0 | 0 | For |
| PACE SELECT ADVISORS TRUST | 0 | 0 | 0 | 42,163 | Withhold |
| Goldman Sachs | 0 | 0 | 0 | 33,412 | Withhold |
| Invesco | 31,772 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 0 | 0 | 0 | 27,495 | Withhold |
| Russell Investments | 23,868 | 0 | 0 | 0 | For |
| PFM Multi-Manager Series Trust | 0 | 0 | 20,941 | 0 | Abstain |
| Voya | 20,277 | 0 | 0 | 0 | For |
| State Street | 19,248 | 0 | 0 | 0 | For |
| Pacific Life | 18,029 | 0 | 0 | 0 | For |
| John Hancock | 0 | 0 | 16,132 | 0 | Abstain |
| ProShares | 0 | 0 | 0 | 11,115 | Withhold |
| SEI | 10,900 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 9,829 | 0 | 0 | 0 | For |
Showing the 25 largest of 41 asset managers. See all 41 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99% Approved · of votes cast
Description as filed by funds: APPROVAL, ON AN ADVISORY BASIS, OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.
EXPENSIFY INC.’s own tally for this item (“3. Advisory Vote on the Compensation of Our Named Executive Officers”): 472,392,741 for, 6,901,783 against — passed, per its Form 8-K filed June 20, 2024 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Proposal 3: Advisory Vote on the Compensation of Our Named Executive Officers The Company's stockholders approved, on an advisory basis, the compensation paid to the Company's named executive officers.”
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,329,926 | 0 | 0 | 0 | For |
| BlackRock | 2,040,348 | 0 | 0 | 0 | For |
| Fidelity | 876,638 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 648,301 | 0 | 0 | 0 | For |
| Charles Schwab | 369,789 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 158,000 | 0 | 0 | Against |
| TIAA | 156,447 | 0 | 0 | 0 | For |
| AQR | 101,368 | 0 | 0 | 0 | For |
| Federated Hermes | 97,046 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 94,809 | 0 | 0 | 0 | For |
| Equitable | 53,979 | 0 | 0 | 0 | For |
| Lincoln Financial | 45,700 | 0 | 0 | 0 | For |
| PACE SELECT ADVISORS TRUST | 42,163 | 0 | 0 | 0 | For |
| Goldman Sachs | 33,412 | 0 | 0 | 0 | For |
| Invesco | 0 | 31,772 | 0 | 0 | Against |
| AIG/SunAmerica | 27,495 | 0 | 0 | 0 | For |
| Russell Investments | 23,868 | 0 | 0 | 0 | For |
| PFM Multi-Manager Series Trust | 20,941 | 0 | 0 | 0 | For |
| Voya | 20,277 | 0 | 0 | 0 | For |
| State Street | 19,248 | 0 | 0 | 0 | For |
| Pacific Life | 18,029 | 0 | 0 | 0 | For |
| John Hancock | 16,132 | 0 | 0 | 0 | For |
| ProShares | 11,115 | 0 | 0 | 0 | For |
| SEI | 10,900 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 9,829 | 0 | 0 | 0 | For |
Fund voting reports, all 41 managers: 8,114,856 for, 197,610 against. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| DE Shaw | 2,612,356 | 0 | 0 | 0 | For |
| BlackRock | 1,541,312 | 0 | 0 | 0 | For |
| Citadel | 1,452,027 | 0 | 0 | 0 | For |
| BAILLIE GIFFORD & CO LTD | 1,056,304 | 0 | 0 | 0 | For |
| State Street | 977,548 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 895,535 | 0 | 0 | 0 | For |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 874,979 | 0 | 0 | 0 | For |
| AQR | 678,767 | 0 | 0 | 0 | For |
| FORMULA GROWTH LTD | 595,403 | 0 | 0 | 0 | For |
| Two Sigma | 518,897 | 0 | 0 | 0 | For |
| Northern Trust | 398,366 | 0 | 0 | 0 | For |
| Charles Schwab | 369,789 | 0 | 0 | 0 | For |
| Renaissance | 369,730 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 0 | 226,853 | 0 | 0 | Against |
| Nuveen | 194,317 | 0 | 0 | 0 | For |
| Ensign Peak Advisors, Inc | 163,149 | 0 | 0 | 0 | For |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0 | 158,000 | 0 | 0 | Against |
| JPMorgan | 127,514 | 0 | 0 | 0 | For |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 122,248 | 0 | 0 | 0 | For |
| Man Group plc | 0 | 109,840 | 0 | 0 | Against |
| Vanguard | 106,269 | 0 | 0 | 0 | For |
| Federated Hermes | 104,838 | 0 | 0 | 0 | For |
| AMERIPRISE FINANCIAL INC | 91,411 | 0 | 0 | 0 | For |
| Goldman Sachs | 73,343 | 0 | 0 | 0 | For |
| ACADIAN ASSET MANAGEMENT LLC | 69,096 | 0 | 0 | 0 | For |
Institutional-manager reports, all 88 managers: 13,844,024 for, 623,638 against. Showing the 25 largest; see all in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.9% Approved · of votes cast
Description as filed by funds: RATIFICATION OF THE APPOINTMENT OF ERNST & YOUNG LLP AS THE COMPANY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE FISCAL YEAR ENDING DECEMBER 31, 2024.
EXPENSIFY INC.’s own tally for this item (“2. Ratification of Appointment of Independent Registered Public Accounting Firm”): 486,703,962 for, 226,686 against — passed, per its Form 8-K filed June 20, 2024 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Proposal 2: Ratification of Appointment of Independent Registered Public Accounting Firm 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, 2024.”
Support: 99.9% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 41 asset managers below reported 8,312,466 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,329,926 | 0 | 0 | 0 | For |
| BlackRock | 2,040,348 | 0 | 0 | 0 | For |
| Fidelity | 876,638 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 648,301 | 0 | 0 | 0 | For |
| Charles Schwab | 369,789 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 158,000 | 0 | 0 | 0 | For |
| TIAA | 156,447 | 0 | 0 | 0 | For |
| AQR | 101,368 | 0 | 0 | 0 | For |
| Federated Hermes | 97,046 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 94,809 | 0 | 0 | 0 | For |
| Equitable | 53,979 | 0 | 0 | 0 | For |
| Lincoln Financial | 45,700 | 0 | 0 | 0 | For |
| PACE SELECT ADVISORS TRUST | 42,163 | 0 | 0 | 0 | For |
| Goldman Sachs | 33,412 | 0 | 0 | 0 | For |
| Invesco | 31,772 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 27,495 | 0 | 0 | 0 | For |
| Russell Investments | 23,868 | 0 | 0 | 0 | For |
| PFM Multi-Manager Series Trust | 20,941 | 0 | 0 | 0 | For |
| Voya | 20,277 | 0 | 0 | 0 | For |
| State Street | 19,248 | 0 | 0 | 0 | For |
| Pacific Life | 18,029 | 0 | 0 | 0 | For |
| John Hancock | 16,132 | 0 | 0 | 0 | For |
| ProShares | 11,115 | 0 | 0 | 0 | For |
| SEI | 10,900 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 9,829 | 0 | 0 | 0 | For |
Showing the 25 largest of 41 asset managers. See all 41 in the interactive database.
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 85,141,411 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 3.91% |
| 2 | BlackRock | 2.40% |
| 3 | Fidelity | 1.03% |
| 4 | Columbia Threadneedle | 0.76% |
| 5 | Charles Schwab | 0.43% |
| 6 | BRIDGEWAY FUNDS INC | 0.19% |
| 7 | TIAA | 0.18% |
| 8 | AQR | 0.12% |
| 9 | Federated Hermes | 0.11% |
| 10 | QUANTITATIVE MASTER SERIES LLC | 0.11% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | DE Shaw | 3.07% |
| 2 | BlackRock | 1.81% |
| 3 | Citadel | 1.71% |
| 4 | BAILLIE GIFFORD & CO LTD | 1.24% |
| 5 | State Street | 1.15% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.05% |
| 7 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1.03% |
| 8 | AQR | 0.80% |
| 9 | FORMULA GROWTH LTD | 0.70% |
| 10 | Two Sigma | 0.61% |
As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.
| Holder | % outstanding | Disclosure |
|---|---|---|
| Steve McLaughlin | 11.62% | DEF14A |
| Expensify Voting Trust | 8.61% | DEF14A |
| Octopus Head Inc. | 7.58% | DEF14A |
| Vanguard Group | 5.34% | 13F |
| BlackRock | 4.88% | 13F |
| David Barrett | 4.87% | DEF14A |
| D.E. Shaw | 3.30% | 13F |
| Citadel Advisors | 1.74% | 13F |
| Renaissance Technologies | 1.46% | 13F |
| Millennium Management | 1.38% | 13F |
Percentages above are of 85,141,411 shares outstanding, as reported by EXPENSIFY INC. on its Form 10-Q dated March 31, 2024 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from EXPENSIFY INC.’s 10-Q dated March 31, 2024. This page is a static snapshot rebuilt weekly on October 18, 2026; a live search always shows the current data.
At EXPENSIFY INC.'s shareholder meeting held June 14, 2024, in the 2023-2024 proxy season, 112 asset managers reported how they voted on 10 ballot items in their SEC Form N-PX filings, covering 1,120 separate fund positions. On the most widely held item on that ballot — APPROVAL, ON AN ADVISORY BASIS, OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS. — EXPENSIFY INC.'s filing reports the proposal as approved, with 99% support of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). Source: EXPENSIFY INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on June 20, 2024.
EXPENSIFY INC. proxy season coverage: 2023-2024 (this page) · 2025-2026.
Download data (CSV): ballot items · votes by manager · column guide.