0001892682-24-000013.txt : 20240709 0001892682-24-000013.hdr.sgml : 20240709 20240709213906 ACCESSION NUMBER: 0001892682-24-000013 CONFORMED SUBMISSION TYPE: 144 PUBLIC DOCUMENT COUNT: 2 FILED AS OF DATE: 20240709 DATE AS OF CHANGE: 20240709 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: Expensify, Inc. CENTRAL INDEX KEY: 0001476840 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PREPACKAGED SOFTWARE [7372] ORGANIZATION NAME: 06 Technology IRS NUMBER: 270239450 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 144 SEC ACT: 1933 Act SEC FILE NUMBER: 001-41043 FILM NUMBER: 241108568 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 REPORTING-OWNER: COMPANY DATA: COMPANY CONFORMED NAME: Barrett David Michael CENTRAL INDEX KEY: 0001892682 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 144 MAIL ADDRESS: STREET 1: C/O EXPENSIFY, INC. STREET 2: 401 SW 5TH AVENUE CITY: PORTLAND STATE: OR ZIP: 97204 144 1 primary_doc.xml 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
1302239 1953358.5 70580351 07/09/2024 NASDAQ
Class A Common 04/29/2009 Founding shares Expensify, Inc. N 1302239 04/29/2009 Founding Shares N Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 04/09/2024 15460 24890.6
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 04/10/2024 15903 24808.68
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 04/11/2024 16740 24775.2
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 04/12/2024 16840 24754.8
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 04/15/2024 17190 24753.6
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 04/16/2024 16950 24577.5
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 04/17/2024 16575 24696.75
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 04/18/2024 15000 24900
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 04/19/2024 15800 24806
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 04/22/2024 14844 24937.92
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 04/23/2024 15247 24547.67
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 04/24/2024 15910 24819.6
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 04/25/2024 15600 24804
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 04/26/2024 12437 20272.31
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 04/29/2024 1500 2415
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 04/30/2024 1500 2385
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 05/01/2024 15480 24922.8
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 05/02/2024 15424 24832.64
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 05/03/2024 15180 24895.2
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 05/06/2024 14510 24957.2
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 05/07/2024 13945 25101
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 05/08/2024 14453 25148.22
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 05/09/2024 14640 25034.4
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 05/10/2024 14530 25136.9
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 05/13/2024 14091 25081.98
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 05/14/2024 14340 25095
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 05/15/2024 14346 25105.5
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 05/16/2024 14650 25051.5
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 05/17/2024 14805 25020.45
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 05/20/2024 14643 24893.1
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 05/21/2024 14290 25150.4
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 05/22/2024 14680 24956
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 05/23/2024 14982 25019.94
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 05/24/2024 15030 24949.8
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 05/28/2024 14390 25038.6
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 05/29/2024 11230 18529.5
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 05/30/2024 1500 2445
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 05/31/2024 1500 2295
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 06/03/2024 16910 24688.6
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 06/04/2024 16845 24593.7
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 06/05/2024 17060 24566.4
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 06/06/2024 17094 24615.36
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 06/07/2024 16780 24666.6
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 06/10/2024 17110 24638.4
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 06/11/2024 17496 24494.4
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 06/12/2024 16970 24606.5
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 06/13/2024 18500 25900
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 06/14/2024 17740 24481.2
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 06/17/2024 17940 24577.8
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 06/17/2024 11072 14836.48
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 06/18/2024 18730 24349
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 06/20/2024 18430 24327.6
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 06/21/2024 17670 24561.3
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 06/24/2024 16860 24615.6
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 06/25/2024 16830 24571.8
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 06/26/2024 16300 24613
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 06/27/2024 16610 24582.8
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 06/28/2024 16630 24778.7
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 07/01/2024 16200 24786
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 07/02/2024 16556 24834
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 07/03/2024 16474 24711
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 07/05/2024 16660 24656.8
Barrett Trust LLC
401 SW 5th Ave Portland OR 97204
Class A Common 07/08/2024 16874 24636.04
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 6, 2024, as stated in Issuer's quarterly report on Form 10-Q for the fiscal quarter ending March 31, 2024. 07/09/2024 12/15/2023 /s/ Cole Eason as attorney-in-fact
EX-24.1 2 davidbarrett-form144poa.htm EX-24.1 Document

POWER OF ATTORNEY
Form 144

With respect to holdings of and transactions in securities issued by Expensify, Inc. (the “Company”), the undersigned hereby constitutes and appoints Ryan Schaffer, Chief Financial Officer of the Company, and Cole Eason, Secretary of the Company, each in their respective capacities as such, and each of their respective successors in such offices, and each of them, as the undersigned’s true and lawful attorneys-in-fact and agents, with full power of substitution and resubstitution, for the undersigned and in the undersigned’s name, place and stead, in any and all capacities, to:

1.execute for and on behalf of the undersigned an electronic Notice of Proposed Sale of Securities Pursuant to Rule 144 (“Form 144”) relating to such sales, in accordance with the requirements of Rule 144 under the Securities Act of 1933, as amended (the “Securities Act”); and

2.do and perform any and all acts for and on behalf of the undersigned which may be necessary or desirable to complete and execute any such Form 144 complete and execute any amendment or amendments thereto, and to timely file the Form 144, and any amendment thereto, with the United States Securities and Exchange Commission and any stock exchange or similar authority.

The undersigned hereby grants to each such attorney-in-fact full power and authority to do and perform any and every act and thing whatsoever requisite, necessary, or proper to be done in the exercise of any of the rights and powers herein granted, as fully to all intents and purposes as the undersigned might or could do if personally present, with full power of substitution and resubstitution or revocation, hereby ratifying and confirming all that such attorney-in-fact, or such attorneys-in-fact substitute or substitutes, shall lawfully do or cause to be done by virtue of this Power of Attorney and the rights and powers herein granted.

The undersigned acknowledges that the foregoing attorneys-in-fact, in serving in such capacity at the request of the undersigned, are not assuming, nor is the Company assuming, any of the undersigned’s responsibilities to comply with the requirements of Rule 144 under the Securities Act.

This Power of Attorney shall remain in full force and effect until the undersigned is no longer required to file Form 144 with respect to the undersigned’s transactions in securities issued by the Company, unless earlier revoked by the undersigned in a signed writing delivered to the foregoing attorneys-in-fact.

IN WITNESS WHEREOF, the undersigned has caused this Power of Attorney to be executed as of this 31st day of May, 2023.


Barrett Trust LLC
/s/ David Barrett
David Barrett
General Manager