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
638894
2057238.68
79507184
02/18/2025
NASDAQ
Class A Common
04/29/2009
Founding shares
Expensify, Inc.
N
638894
04/29/2009
Founding Shares
N
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
12/16/2024
68380
262579.2
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
12/17/2024
70000
266700
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
12/18/2024
6152
23562.16
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
01/15/2025
30000
105000
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
01/16/2025
24111
81977.4
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
01/17/2025
32473
110732.93
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
01/21/2025
36289
120479.48
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
01/22/2025
21966
72707.46
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
01/23/2025
16715
54658.05
David Barrett
401 SW 5th Ave
Portland
OR
97204
Class A Common
12/16/2024
13272
50964.48
David Barrett
401 SW 5th Ave
Portland
OR
97204
Class A Common
12/17/2024
3320
12682.4
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 February 24, 2025, as stated in Issuer's quarterly report on Form 10-K for the fiscal year ending December 31, 2024.
02/28/2025
08/15/2024
/s/ Cole Eason as attorney-in-fact