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