David Barrett - Significant Ownership

Signature - Title
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 - David Barrett
Location
Portland, OR
Summary
This page shows a list of all the recent SCHEDULE 13D/G filings made by David Barrett.

Significant Ownership of David 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% $17.8M 4.76M 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 Dec 31, 2024

Schedules 13D/G Reported by David Barrett:

Sym Target Class Ownership Change Current Shares Change Value Reporting name Form Report Period Date Filed
* An asterisk sign (*) next to the price indicates that the price is likely invalid.