Schedule 13G ownership disclosure

Expensify Inc

Class A Common, par value $0.0001 · CUSIP: 30219Q106

Event date: 2024-12-31

Reporting persons may disclose overlapping interests. Their amounts are shown individually and are not added into a filing total.

Filing-level shares
Unavailable
Percent of class
Unavailable
  • 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

    Shares: 4,755,006.00 · Class: 6.1%

  • Barrett Trust LLC

    Shares: 2,233,787.00 · Class: 2.9%

Amounts are as disclosed in this filing. Schedule type alone does not establish investment intent.

Source: SEC EDGAR filing

Filing metadata

Accession number
0001892682-25-000003
Form type
SCHEDULE 13G/A
Filer
Barrett David Michael
CIK
CIK 1892682
Filed
Feb 13, 2025
Reporting period
Dec 31, 2024
Description
Schedule 13G beneficial ownership

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