144
0001892682
XXXXXXXX
LIVE
0001476840
Expensify, Inc.
001-41043
401 SW 5th Ave
Portland
OR
97204
971-365-3939
Barrett Trust LLC
Director
Officer
Class A Common
Raymod James & Associates Inc
880 Carillon Parkway
St. Petersburg
FL
33716
1302239
1953358.5
70580351
07/09/2024
NASDAQ
Class A Common
04/29/2009
Founding shares
Expensify, Inc.
N
1302239
04/29/2009
Founding Shares
N
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
04/09/2024
15460
24890.6
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
04/10/2024
15903
24808.68
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
04/11/2024
16740
24775.2
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
04/12/2024
16840
24754.8
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
04/15/2024
17190
24753.6
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
04/16/2024
16950
24577.5
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
04/17/2024
16575
24696.75
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
04/18/2024
15000
24900
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
04/19/2024
15800
24806
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
04/22/2024
14844
24937.92
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
04/23/2024
15247
24547.67
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
04/24/2024
15910
24819.6
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
04/25/2024
15600
24804
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
04/26/2024
12437
20272.31
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
04/29/2024
1500
2415
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
04/30/2024
1500
2385
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
05/01/2024
15480
24922.8
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
05/02/2024
15424
24832.64
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
05/03/2024
15180
24895.2
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
05/06/2024
14510
24957.2
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
05/07/2024
13945
25101
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
05/08/2024
14453
25148.22
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
05/09/2024
14640
25034.4
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
05/10/2024
14530
25136.9
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
05/13/2024
14091
25081.98
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
05/14/2024
14340
25095
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
05/15/2024
14346
25105.5
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
05/16/2024
14650
25051.5
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
05/17/2024
14805
25020.45
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
05/20/2024
14643
24893.1
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
05/21/2024
14290
25150.4
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
05/22/2024
14680
24956
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
05/23/2024
14982
25019.94
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
05/24/2024
15030
24949.8
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
05/28/2024
14390
25038.6
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
05/29/2024
11230
18529.5
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
05/30/2024
1500
2445
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
05/31/2024
1500
2295
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
06/03/2024
16910
24688.6
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
06/04/2024
16845
24593.7
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
06/05/2024
17060
24566.4
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
06/06/2024
17094
24615.36
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
06/07/2024
16780
24666.6
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
06/10/2024
17110
24638.4
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
06/11/2024
17496
24494.4
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
06/12/2024
16970
24606.5
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
06/13/2024
18500
25900
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
06/14/2024
17740
24481.2
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
06/17/2024
17940
24577.8
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
06/17/2024
11072
14836.48
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
06/18/2024
18730
24349
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
06/20/2024
18430
24327.6
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
06/21/2024
17670
24561.3
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
06/24/2024
16860
24615.6
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
06/25/2024
16830
24571.8
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
06/26/2024
16300
24613
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
06/27/2024
16610
24582.8
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
06/28/2024
16630
24778.7
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
07/01/2024
16200
24786
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
07/02/2024
16556
24834
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
07/03/2024
16474
24711
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
07/05/2024
16660
24656.8
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
07/08/2024
16874
24636.04
Note: Barrett Trust LLC is a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, David Barrett, and its controlling member is the Barrett Family Trust, for which David Barrett serves as trustee. Note for 3(e): As of May 6, 2024, as stated in Issuer's quarterly report on Form 10-Q for the fiscal quarter ending March 31, 2024.
07/09/2024
12/15/2023
/s/ Cole Eason as attorney-in-fact