0001476840-23-000114.txt : 20230706
0001476840-23-000114.hdr.sgml : 20230706
20230706171309
ACCESSION NUMBER: 0001476840-23-000114
CONFORMED SUBMISSION TYPE: 3/A
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20211109
FILED AS OF DATE: 20230706
DATE AS OF CHANGE: 20230706
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Barrett David Michael
CENTRAL INDEX KEY: 0001892682
FILING VALUES:
FORM TYPE: 3/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-41043
FILM NUMBER: 231074400
MAIL ADDRESS:
STREET 1: C/O EXPENSIFY, INC.
STREET 2: 401 SW 5TH AVENUE
CITY: PORTLAND
STATE: OR
ZIP: 97204
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: Expensify, Inc.
CENTRAL INDEX KEY: 0001476840
STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PREPACKAGED SOFTWARE [7372]
IRS NUMBER: 270239450
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: 401 SW 5TH AVENUE
CITY: PORTLAND
STATE: OR
ZIP: 97204
BUSINESS PHONE: (520) 271-0858
MAIL ADDRESS:
STREET 1: 401 SW 5TH AVENUE
CITY: PORTLAND
STATE: OR
ZIP: 97204
3/A
1
wf-form3a_168867797686529.xml
FORM 3/A
X0206
3/A
2021-11-09
2021-11-09
0
0001476840
Expensify, Inc.
EXFY
0001892682
Barrett David Michael
C/O EXPENSIFY, INC.
401 SW 5TH AVE
PORTLAND
OR
97204
1
1
0
0
Chief Executive Officer
LT50 Common Stock
Class A Common Stock
3588630.0
I
See note
The LT50 Common Stock is convertible into the Issuer's Class A Common Stock on a one-to-one basis only upon, and generally cannot be transferred without, satisfaction of certain notice and other requirements, including a notice period of 50 months. The LT50 Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis at such time as all of the then-outstanding shares of LT10 and LT50 Common Stock represent, in the aggregate, less than 2% of all then-outstanding shares of common stock.
The reporting person's original Form 3 inadvertently reported that the reporting person owned 3,588,640 rather than 3,588,630 shares of LT50 Common Stock. These 10 shares of LT50 Common Stock were also inadvertently included in subsequent Form 4s filed by the reporting person after his original Form 3 was filed.
Deposited into the Expensify Voting Trust (the "Voting Trust"). The Reporting Person retains investment control and dispositive power over the shares deposited into the Voting Trust.
By Barrett Trust LLC, a manager-managed limited liability company. The investment and voting decisions of Barrett Trust LLC are made by its manager, the Reporting Person, and its controlling member is the Barrett Family Trust, for which the Reporting Person serves as trustee.
/s/ Ryan Schaffer, as attorney-in-fact
2023-07-06