David Michael Barrett

13F Holdings History for Expensify, Inc. - Common Stock (EXFY)

Symbol: EXFY on Nasdaq
Investment type: Equity / Common Stock
Latest Disclosed Ownership: 4.76M 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)

2025-02-13 - 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 4.76M shares of Expensify, Inc. Common Stock (EXFY). This represents 6.1% percent ownership of the company.

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filed at
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%		$14.5M	4.76M			$3.04	13G/A	12/31/2024	13 Feb 2025 16:40:05