David Michael Barrett

Holdings History for Expensify, Inc. - Common Stock (EXFY)

Symbol: EXFY on Nasdaq
Investment type: Equity / Common Stock
Latest Disclosed Shares Owned: 4,755,006 shares
Security Ownership %: 6.1%

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 ownership in Expensify, Inc. Common Stock (EXFY)

13 Feb 2025 - 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 has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 4,755,006 shares of Expensify, Inc. Common Stock (EXFY). This represents 6.1% ownership of the company. This is the first filing by David Michael Barrett disclosing ownership of Expensify, Inc. Common Stock (EXFY).

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filing time
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	6.1%		$14,169,918	4,755,006			$2.98	13G/A	31 Dec 2024	13 Feb 2025, 16:40