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Compiled from SEC Form N-PX filings and EXPENSIFY INC.’s Form 8-K, filed 2024-06-20 (Item 5.07 on EDGAR). Page generated 02 October 2026.
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 2024-06-20 (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 | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: David Barrett | 459,593,019 | -- | -- | 19,735,475 | 14,392,331 | Majority: yes |
| Elect Director: Ryan Schaffer | 461,085,896 | -- | -- | 18,242,598 | 14,392,331 | Majority: yes |
| Elect Director: Anu Muralidharan | 461,161,886 | -- | -- | 18,166,608 | 14,392,331 | Majority: yes |
| Elect Director: Jason Mills | 460,528,917 | -- | -- | 18,799,577 | 14,392,331 | Majority: yes |
| Elect Director: Daniel Vidal | 460,814,719 | -- | -- | 18,513,775 | 14,392,331 | Majority: yes |
| Elect Director: Timothy L. Christen | 467,989,533 | -- | -- | 11,338,961 | 14,392,331 | Majority: yes |
| Elect Director: Vivian Liu | 472,122,758 | -- | -- | 7,205,736 | 14,392,331 | Majority: yes |
| Elect Director: Ellen Pao | 472,078,349 | -- | -- | 7,250,145 | 14,392,331 | Majority: yes |
| 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 | 486,703,962 | 226,686 | 6,790,177 | -- | -- | Majority: yes |
| 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 | 472,392,741 | 6,901,783 | 33,970 | -- | 14,392,331 | Majority: yes |
Source: EXPENSIFY INC., Form 8-K, filed with the SEC on 2024-06-20 — 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 4 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
EXPENSIFY INC.’s own tally for this item (“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”): 472,392,741 for, 6,901,783 against, per its Form 8-K filed 2024-06-20 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 111 asset managers below cast 96% of the shares they voted on this item FOR (21,895,123 for, 821,248 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,581,660 | 0 | 0 | 0 | For |
| Vanguard | 3,436,195 | 0 | 0 | 0 | For |
| DE Shaw | 2,612,356 | 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 | 996,796 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 895,535 | 0 | 0 | 0 | For |
| Fidelity | 881,905 | 0 | 0 | 0 | For |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 874,979 | 0 | 0 | 0 | For |
| AQR | 780,135 | 0 | 0 | 0 | For |
| Charles Schwab | 739,578 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 648,301 | 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 |
| Renaissance | 369,730 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 0 | 226,853 | 0 | 0 | Against |
| Federated Hermes | 201,884 | 0 | 0 | 0 | For |
| 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 |
| BRIDGEWAY FUNDS INC | 0 | 158,000 | 0 | 0 | Against |
| TIAA | 156,447 | 0 | 0 | 0 | For |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 122,248 | 0 | 0 | 0 | For |
| Man Group plc | 0 | 109,840 | 0 | 0 | Against |
Showing the 25 largest of 111 asset managers. See all 111 in the interactive database.
Combines 3 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
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 2024-06-20 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 41 asset managers below cast 100% of the shares they voted on this item FOR (3,807,519 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 0 | 0 | 3,329,926 | 0 | Abstain |
| BlackRock | 2,040,348 | 0 | 0 | 0 | For |
| Fidelity | 835,539 | 0 | 41,099 | 0 | For |
| Columbia Threadneedle | 648,301 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 369,789 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 0 | 0 | 158,000 | 0 | Abstain |
| TIAA | 0 | 0 | 156,447 | 0 | Abstain |
| AQR | 0 | 0 | 101,368 | 0 | Abstain |
| 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 | 45,700 | 0 | Abstain |
| PACE SELECT ADVISORS TRUST | 0 | 0 | 42,163 | 0 | Abstain |
| Goldman Sachs | 0 | 0 | 33,412 | 0 | Abstain |
| Invesco | 0 | 0 | 31,772 | 0 | Abstain |
| AIG/SunAmerica | 0 | 0 | 27,495 | 0 | Abstain |
| Russell Investments | 0 | 0 | 23,868 | 0 | Abstain |
| PFM Multi-Manager Series Trust | 0 | 0 | 20,941 | 0 | Abstain |
| Voya | 0 | 0 | 20,277 | 0 | Abstain |
| State Street | 0 | 0 | 19,248 | 0 | Abstain |
| Pacific Life | 18,029 | 0 | 0 | 0 | For |
| John Hancock | 0 | 0 | 16,132 | 0 | Abstain |
| ProShares | 0 | 0 | 11,115 | 0 | Abstain |
| SEI | 0 | 0 | 10,900 | 0 | Abstain |
| 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
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 2024-06-20 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 41 asset managers below cast 100% of the shares they voted on this item FOR (3,807,519 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 0 | 0 | 3,329,926 | 0 | Abstain |
| BlackRock | 2,040,348 | 0 | 0 | 0 | For |
| Fidelity | 835,539 | 0 | 41,099 | 0 | For |
| Columbia Threadneedle | 648,301 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 369,789 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 0 | 0 | 158,000 | 0 | Abstain |
| TIAA | 0 | 0 | 156,447 | 0 | Abstain |
| AQR | 0 | 0 | 101,368 | 0 | Abstain |
| 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 | 45,700 | 0 | Abstain |
| PACE SELECT ADVISORS TRUST | 0 | 0 | 42,163 | 0 | Abstain |
| Goldman Sachs | 0 | 0 | 33,412 | 0 | Abstain |
| Invesco | 0 | 0 | 31,772 | 0 | Abstain |
| AIG/SunAmerica | 0 | 0 | 27,495 | 0 | Abstain |
| Russell Investments | 0 | 0 | 23,868 | 0 | Abstain |
| PFM Multi-Manager Series Trust | 0 | 0 | 20,941 | 0 | Abstain |
| Voya | 0 | 0 | 20,277 | 0 | Abstain |
| State Street | 0 | 0 | 19,248 | 0 | Abstain |
| Pacific Life | 18,029 | 0 | 0 | 0 | For |
| John Hancock | 0 | 0 | 16,132 | 0 | Abstain |
| ProShares | 0 | 0 | 11,115 | 0 | Abstain |
| SEI | 0 | 0 | 10,900 | 0 | Abstain |
| 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
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 2024-06-20 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 41 asset managers below cast 100% of the shares they voted on this item FOR (2,323,679 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 0 | 0 | 3,329,926 | 0 | Abstain |
| BlackRock | 2,040,348 | 0 | 0 | 0 | For |
| Fidelity | 0 | 0 | 876,638 | 0 | Abstain |
| Columbia Threadneedle | 0 | 0 | 648,301 | 0 | Abstain |
| Charles Schwab | 0 | 0 | 369,789 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 0 | 0 | 158,000 | 0 | Abstain |
| TIAA | 0 | 0 | 156,447 | 0 | Abstain |
| AQR | 0 | 0 | 101,368 | 0 | Abstain |
| 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 | 45,700 | 0 | Abstain |
| PACE SELECT ADVISORS TRUST | 0 | 0 | 42,163 | 0 | Abstain |
| Goldman Sachs | 0 | 0 | 33,412 | 0 | Abstain |
| Invesco | 0 | 0 | 31,772 | 0 | Abstain |
| AIG/SunAmerica | 0 | 0 | 27,495 | 0 | Abstain |
| Russell Investments | 0 | 0 | 23,868 | 0 | Abstain |
| PFM Multi-Manager Series Trust | 0 | 0 | 20,941 | 0 | Abstain |
| Voya | 0 | 0 | 20,277 | 0 | Abstain |
| State Street | 0 | 0 | 19,248 | 0 | Abstain |
| Pacific Life | 18,029 | 0 | 0 | 0 | For |
| John Hancock | 0 | 0 | 16,132 | 0 | Abstain |
| ProShares | 0 | 0 | 11,115 | 0 | Abstain |
| SEI | 0 | 0 | 10,900 | 0 | Abstain |
| 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
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 2024-06-20 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 41 asset managers below cast 100% of the shares they voted on this item FOR (7,552,886 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,244,926 | 0 | 85,000 | 0 | For |
| BlackRock | 2,040,348 | 0 | 0 | 0 | For |
| Fidelity | 835,539 | 0 | 41,099 | 0 | For |
| Columbia Threadneedle | 648,301 | 0 | 0 | 0 | For |
| Charles Schwab | 369,789 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 158,000 | 0 | Abstain |
| TIAA | 0 | 0 | 156,447 | 0 | Abstain |
| AQR | 0 | 0 | 101,368 | 0 | Abstain |
| Federated Hermes | 97,046 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 94,809 | 0 | 0 | 0 | For |
| Equitable | 19,539 | 0 | 34,440 | 0 | Abstain |
| Lincoln Financial | 45,700 | 0 | 0 | 0 | For |
| PACE SELECT ADVISORS TRUST | 0 | 0 | 42,163 | 0 | Abstain |
| Goldman Sachs | 0 | 0 | 33,412 | 0 | Abstain |
| Invesco | 31,772 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 0 | 0 | 27,495 | 0 | Abstain |
| 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 | 11,115 | 0 | Abstain |
| 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
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 2024-06-20 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 41 asset managers below cast 100% of the shares they voted on this item FOR (3,159,218 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 0 | 0 | 3,329,926 | 0 | Abstain |
| BlackRock | 2,040,348 | 0 | 0 | 0 | For |
| Fidelity | 835,539 | 0 | 41,099 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 648,301 | 0 | Abstain |
| Charles Schwab | 0 | 0 | 369,789 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 0 | 0 | 158,000 | 0 | Abstain |
| TIAA | 0 | 0 | 156,447 | 0 | Abstain |
| AQR | 0 | 0 | 101,368 | 0 | Abstain |
| 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 | 45,700 | 0 | Abstain |
| PACE SELECT ADVISORS TRUST | 0 | 0 | 42,163 | 0 | Abstain |
| Goldman Sachs | 0 | 0 | 33,412 | 0 | Abstain |
| Invesco | 0 | 0 | 31,772 | 0 | Abstain |
| AIG/SunAmerica | 0 | 0 | 27,495 | 0 | Abstain |
| Russell Investments | 0 | 0 | 23,868 | 0 | Abstain |
| PFM Multi-Manager Series Trust | 0 | 0 | 20,941 | 0 | Abstain |
| Voya | 0 | 0 | 20,277 | 0 | Abstain |
| State Street | 0 | 0 | 19,248 | 0 | Abstain |
| Pacific Life | 18,029 | 0 | 0 | 0 | For |
| John Hancock | 0 | 0 | 16,132 | 0 | Abstain |
| ProShares | 0 | 0 | 11,115 | 0 | Abstain |
| SEI | 0 | 0 | 10,900 | 0 | Abstain |
| 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
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 2024-06-20 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 41 asset managers below cast 100% of the shares they voted on this item FOR (3,710,473 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 0 | 0 | 3,329,926 | 0 | Abstain |
| BlackRock | 2,040,348 | 0 | 0 | 0 | For |
| Fidelity | 835,539 | 0 | 41,099 | 0 | For |
| Columbia Threadneedle | 648,301 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 369,789 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 0 | 0 | 158,000 | 0 | Abstain |
| TIAA | 0 | 0 | 156,447 | 0 | Abstain |
| AQR | 0 | 0 | 101,368 | 0 | Abstain |
| Federated Hermes | 0 | 0 | 97,046 | 0 | Abstain |
| QUANTITATIVE MASTER SERIES LLC | 94,809 | 0 | 0 | 0 | For |
| Equitable | 53,979 | 0 | 0 | 0 | For |
| Lincoln Financial | 0 | 0 | 45,700 | 0 | Abstain |
| PACE SELECT ADVISORS TRUST | 0 | 0 | 42,163 | 0 | Abstain |
| Goldman Sachs | 0 | 0 | 33,412 | 0 | Abstain |
| Invesco | 0 | 0 | 31,772 | 0 | Abstain |
| AIG/SunAmerica | 0 | 0 | 27,495 | 0 | Abstain |
| Russell Investments | 0 | 0 | 23,868 | 0 | Abstain |
| PFM Multi-Manager Series Trust | 0 | 0 | 20,941 | 0 | Abstain |
| Voya | 0 | 0 | 20,277 | 0 | Abstain |
| State Street | 0 | 0 | 19,248 | 0 | Abstain |
| Pacific Life | 18,029 | 0 | 0 | 0 | For |
| John Hancock | 0 | 0 | 16,132 | 0 | Abstain |
| ProShares | 0 | 0 | 11,115 | 0 | Abstain |
| SEI | 0 | 0 | 10,900 | 0 | Abstain |
| 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
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 2024-06-20 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 41 asset managers below cast 100% of the shares they voted on this item FOR (4,958,454 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,244,926 | 0 | 85,000 | 0 | For |
| BlackRock | 0 | 0 | 2,040,348 | 0 | Abstain |
| Fidelity | 835,539 | 0 | 41,099 | 0 | For |
| Columbia Threadneedle | 648,301 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 369,789 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 0 | 0 | 158,000 | 0 | Abstain |
| TIAA | 0 | 0 | 156,447 | 0 | Abstain |
| AQR | 0 | 0 | 101,368 | 0 | Abstain |
| Federated Hermes | 97,046 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 0 | 0 | 94,809 | 0 | Abstain |
| Equitable | 0 | 0 | 53,979 | 0 | Abstain |
| Lincoln Financial | 45,700 | 0 | 0 | 0 | For |
| PACE SELECT ADVISORS TRUST | 0 | 0 | 42,163 | 0 | Abstain |
| Goldman Sachs | 0 | 0 | 33,412 | 0 | Abstain |
| Invesco | 31,772 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 0 | 0 | 27,495 | 0 | Abstain |
| Russell Investments | 0 | 0 | 23,868 | 0 | Abstain |
| 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 | 18,029 | 0 | Abstain |
| John Hancock | 0 | 0 | 16,132 | 0 | Abstain |
| ProShares | 0 | 0 | 11,115 | 0 | Abstain |
| SEI | 0 | 0 | 10,900 | 0 | Abstain |
| 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
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 2024-06-20 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 41 asset managers below cast 100% of the shares they voted on this item FOR (7,552,886 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,244,926 | 0 | 85,000 | 0 | For |
| BlackRock | 2,040,348 | 0 | 0 | 0 | For |
| Fidelity | 835,539 | 0 | 41,099 | 0 | For |
| Columbia Threadneedle | 648,301 | 0 | 0 | 0 | For |
| Charles Schwab | 369,789 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 158,000 | 0 | Abstain |
| TIAA | 0 | 0 | 156,447 | 0 | Abstain |
| AQR | 0 | 0 | 101,368 | 0 | Abstain |
| Federated Hermes | 97,046 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 94,809 | 0 | 0 | 0 | For |
| Equitable | 19,539 | 0 | 34,440 | 0 | Abstain |
| Lincoln Financial | 45,700 | 0 | 0 | 0 | For |
| PACE SELECT ADVISORS TRUST | 0 | 0 | 42,163 | 0 | Abstain |
| Goldman Sachs | 0 | 0 | 33,412 | 0 | Abstain |
| Invesco | 31,772 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 0 | 0 | 27,495 | 0 | Abstain |
| 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 | 11,115 | 0 | Abstain |
| 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.
99.9% Majority: yes · of votes cast
EXPENSIFY INC.’s own tally for this item (“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 ”): 486,703,962 for, 226,686 against, per its Form 8-K filed 2024-06-20 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 41 asset managers below cast 100% of the shares they voted on this item FOR (8,312,466 for, 0 against).
| 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 by the number of EXPENSIFY INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 85,141,411 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 4.21% |
| 2 | Vanguard | 4.04% |
| 3 | DE Shaw | 3.07% |
| 4 | Citadel | 1.71% |
| 5 | BAILLIE GIFFORD & CO LTD | 1.24% |
| 6 | State Street | 1.17% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1.05% |
| 8 | Fidelity | 1.04% |
| 9 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1.03% |
| 10 | AQR | 0.92% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| 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 2024-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, 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 2024-03-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At EXPENSIFY INC.'s shareholder meeting held 2024-06-14, 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 1,118 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. — FOR was 99% 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), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: EXPENSIFY INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2024-06-20.
EXPENSIFY INC. proxy season coverage: 2023-2024 (this page) · 2025-2026.