David Michael Barrett - 31 Dec 2024 SCHEDULE 13G/A Report for Expensify, Inc. Class A Common, par value $0.0001 (EXFY)

Filing manager: David Michael Barrett
Reporting owner: 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
Security: Expensify, Inc. Class A Common, par value $0.0001
Beneficially owned shares: 4,755,006 shares
Large-stake signal: Form
SCHEDULE 13G/A
Passive or exempt beneficial ownership filing.
Ownership
6.1%
Beneficial ownership of this reported class.
Shares
4,755,006 shares
Shares beneficially owned as disclosed.
Event date
31 Dec 2024
Date tied to the ownership event or amendment.
Accepted by SEC
13 Feb 2025
EDGAR acceptance date.
How to read this large-stake filing
Schedule 13D/G filings focus on beneficial ownership stakes, not a full portfolio.
Compare this filing with the holder history and issuer page before treating the percentage as a current position.
Use amendments to understand whether the disclosed stake increased, decreased, or changed reporting status.
Class ownership: 6.1%
Symbol: EXFY
Shares outstanding: 77,950,918 shares
SEC form: SCHEDULE 13G/A
Accepted by SEC: 13 Feb 2025, 16:40:05 UTC
Event date: 31 Dec 2024
Source filing: View source filing

Key filing fact

David Michael Barrett disclosed 6.1% ownership in Expensify, Inc. Class A Common, par value $0.0001 (EXFY) on 31 Dec 2024.

Key facts

David Michael Barrett filed SCHEDULE 13G/A for Expensify, Inc. Class A Common, par value $0.0001 (EXFY).
Disclosed ownership: 6.1%.
Date of event: 31 Dec 2024.

This page turns one Schedule 13D/G filing into a quick large-stake read before the raw reporting-person rows.
Use the linked SEC filing as the source of truth for ownership percentages, shares, and reporting-party details.

Backed by Schedule 13D/13G

Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.

Reporting persons

Names, ownership percentages, voting power, signatures, titles, and CIKs as disclosed in this Schedule 13D/G filing.

Name	Ownership	Shares owned	Sole voting power	Shared voting power	Signature	Title	CIK
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%	4,755,006	2,521,219	2,233,787	/s/ David Barrett	David Barrett
Barrett Trust LLC	2.9%	2,233,787	0	2,233,787	/s/ David Barrett	David Barrett, General Manager

CIK / CUSIP context first

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