144
0001892682
XXXXXXXX
LIVE
0001476840
Expensify, Inc.
001-41043
401 SW 5th Ave
Portland
OR
97204
971-365-3939
David Barrett
Director
Officer
Class A Common
Raymod James & Associates Inc
880 Carillon Parkway
St. Petersburg
FL
33716
92298
212285.4
80399794
06/17/2025
NASDAQ
Class A Common
04/29/2009
Founding shares
Expensify, Inc.
N
90000
04/29/2009
Founding Shares
Class A Common
06/15/2025
SPMP Purchase
Expensify, Inc.
N
2298
06/15/2025
Compensation
N
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
03/17/2025
27331
91832.16
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
03/18/2025
44716
148904.28
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
03/19/2025
37001
120993.27
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
03/20/2025
51055
167460.4
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
03/21/2025
2900
9280
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
04/15/2025
25686
72691.38
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
04/16/2025
22767
61470.9
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
04/17/2025
32079
89500.41
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
04/21/2025
39399
108347.25
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
04/22/2025
22992
64147.68
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
04/23/2025
22873
64959.32
Barrett Trust LLC
401 SW 5th Ave
Portland
OR
97204
Class A Common
05/15/2025
30000
70500
David Barrett
401 SW 5th Ave
Portland
OR
97204
Class A Common
03/19/2025
11303
37412.93
David Barrett
401 SW 5th Ave
Portland
OR
97204
Class A Common
03/20/2025
2411
7883.97
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 5, 2025, as stated in Issuer's quarterly report on Form 10-Q for the fiscal quarter ending March 31, 2025.
06/17/2025
03/31/2025
/s/ Cole Eason as attorney in fact