Quick Takeaways
- 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.
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 Manager
- 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
- Symbol
- EXFY
- Shares outstanding
- 77,950,918 shares
- Disclosed Ownership
- 4,755,006 shares
- Ownership
- 6.1%
- Form type
- SCHEDULE 13G/A
- Filing time
- 13 Feb 2025, 16:40:05 UTC
- Date of event
- 31 Dec 2024
- SEC
- View on sec.gov
Quoteable Key Fact
"David Michael Barrett disclosed 6.1% ownership in Expensify, Inc. Class A Common, par value $0.0001 (EXFY) on 31 Dec 2024."
What Changed
- No earlier schedule filing is available for direct comparison.
- Current filing was accepted on 13 Feb 2025, 16:40.
Why This Matters
- This page explains what this Schedule 13D/13G filing tells you before manager-level rows.
- You can verify ownership claims directly against the original SEC filing.
Source Evidence
Backed by Schedule 13D/13G
See Original Filing
Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.
Reporting Managers (2)
| 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 |