Expensify, Inc. · NASDAQ:EXFY
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 reported a 6.10% stake in Expensify, Inc. (Schedule 13G/A)
Event Dec 31, 2024 · Filed Feb 13, 2025
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 reported a 6.10% stake in Expensify, Inc., 4,755,006 shares, as a passive investor on Dec 31, 2024. Filed Feb 13, 2025 (Schedule 13G/A).
- Stake
- 6.10%
- Shares
- 4,755,006
- Intent
- Passive
- What changed
- Stake changed
- Filed together
- 2 holders
The filing in full
| Holder | Stake | Shares |
|---|---|---|
| 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 | 6.10% | 4,755,006 |
| Barrett Trust LLC | 2.90% | 2,233,787 |