David Barrett - Dec 31, 2024 Form SCHEDULE 13G/A Schedule Report for Expensify, Inc. (EXFY)

Filing Manager
Barrett David Michael
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
78M shares
Disclosed Ownership
4.76M shares
Ownership
6.1%
Form type
SCHEDULE 13G/A
Date filed
2/13/2025, 04:40 PM
Date of event
Dec 31, 2024

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% 4.76M 2.52M 2.23M /s/ David Barrett David Barrett
Barrett Trust LLC 2.9% 2.23M 0 2.23M /s/ David Barrett David Barrett, General Manager