Significant Ownership of David Michael Barrett

Large-stake snapshot 1 signal
Large-stake filing summary
  • Recent SEC Schedule 13D/G filings for David Michael Barrett focus on large-stake beneficial ownership disclosures and amendments.
  • Use this view to spot new large holders, amended positions, and activist-style ownership evidence.
Manager Names, identifiers, and filing context for this profile. 1 identity field
Manager location
Portland, OR

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Significant Ownership of David Michael Barrett

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
EXFY Expensify, Inc. Class A Common, par value $0.0001 6.1% $14,169,918 4,755,006 David Barrett, individually and as trustee of the Barrett Family Trust, solely in such trust's capacity as the controlling member of Barrett Trust LLC 31 Dec 2024

Schedules 13D/G Reported by David Michael Barrett:

Sym Target Class Ownership Change Current shares Change Value Reporting name Form Report period Filing date
Schedule rows are parsed from SEC 13D/G filings. Open the linked filing or target page to verify the reported ownership and shares.
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