<SEC-DOCUMENT>0001892682-25-000003.txt : 20250213
<SEC-HEADER>0001892682-25-000003.hdr.sgml : 20250213
<ACCEPTANCE-DATETIME>20250213164005
ACCESSION NUMBER:		0001892682-25-000003
CONFORMED SUBMISSION TYPE:	SCHEDULE 13G/A
PUBLIC DOCUMENT COUNT:		1
FILED AS OF DATE:		20250213
DATE AS OF CHANGE:		20250213

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:		SCHEDULE 13G/A
		SEC ACT:		1934 Act
		SEC FILE NUMBER:	005-93315
		FILM NUMBER:		25620998

	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

FILED BY:		

	COMPANY DATA:	
		COMPANY CONFORMED NAME:			Barrett David Michael
		CENTRAL INDEX KEY:			0001892682
		ORGANIZATION NAME:           	

	FILING VALUES:
		FORM TYPE:		SCHEDULE 13G/A

	MAIL ADDRESS:	
		STREET 1:		C/O EXPENSIFY, INC.
		STREET 2:		401 SW 5TH AVENUE
		CITY:			PORTLAND
		STATE:			OR
		ZIP:			97204
</SEC-HEADER>
<DOCUMENT>
<TYPE>SCHEDULE 13G/A
<SEQUENCE>1
<FILENAME>primary_doc.xml
<TEXT>
<XML>
<?xml version="1.0" encoding="UTF-8"?><edgarSubmission xmlns="http://www.sec.gov/edgar/schedule13g" xmlns:com="http://www.sec.gov/edgar/common">
  <!-- Generated by Workiva -->
  <headerData>
    <submissionType>SCHEDULE 13G/A</submissionType>
    <previousAccessionNumber>0001892682-24-000017</previousAccessionNumber>
    <filerInfo>
      <filer>
        <filerCredentials>
          <cik>0001892682</cik>
          <ccc>XXXXXXXX</ccc>
        </filerCredentials>
      </filer>
      <liveTestFlag>LIVE</liveTestFlag>



    </filerInfo>
  </headerData>
  <formData>
    <coverPageHeader>
      <amendmentNo>4</amendmentNo>
      <securitiesClassTitle>Class A Common, par value $0.0001</securitiesClassTitle>
      <eventDateRequiresFilingThisStatement>12/31/2024</eventDateRequiresFilingThisStatement>
      <issuerInfo>
        <issuerCik>0001476840</issuerCik>
        <issuerName>Expensify, Inc.</issuerName>
        <issuerCusip>30219Q106</issuerCusip>
        <issuerPrincipalExecutiveOfficeAddress>
          <com:street1>401 SW 5th Ave</com:street1>
          <com:city>Portland</com:city>
          <com:stateOrCountry>OR</com:stateOrCountry>
          <com:zipCode>97204</com:zipCode>
        </issuerPrincipalExecutiveOfficeAddress>
      </issuerInfo>
      <designateRulesPursuantThisScheduleFiled>
        <designateRulePursuantThisScheduleFiled>Rule 13d-1(d)</designateRulePursuantThisScheduleFiled>
      </designateRulesPursuantThisScheduleFiled>
    </coverPageHeader>
    <coverPageHeaderReportingPersonDetails>


      <reportingPersonName>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</reportingPersonName>
      <citizenshipOrOrganization>X1</citizenshipOrOrganization>
      <reportingPersonBeneficiallyOwnedNumberOfShares>
        <soleVotingPower>2521219.00</soleVotingPower>
        <sharedVotingPower>2233787.00</sharedVotingPower>
        <soleDispositivePower>2521219.00</soleDispositivePower>
        <sharedDispositivePower>2233787.00</sharedDispositivePower>
      </reportingPersonBeneficiallyOwnedNumberOfShares>
      <reportingPersonBeneficiallyOwnedAggregateNumberOfShares>4755006.00</reportingPersonBeneficiallyOwnedAggregateNumberOfShares>
      <aggregateAmountExcludesCertainSharesFlag>N</aggregateAmountExcludesCertainSharesFlag>
      <classPercent>6.1</classPercent>
      <typeOfReportingPerson>IN</typeOfReportingPerson>
      <typeOfReportingPerson>OO</typeOfReportingPerson>
    </coverPageHeaderReportingPersonDetails>
    <coverPageHeaderReportingPersonDetails>

      <reportingPersonName>Barrett Trust LLC</reportingPersonName>
      <citizenshipOrOrganization>X1</citizenshipOrOrganization>
      <reportingPersonBeneficiallyOwnedNumberOfShares>
        <soleVotingPower>0.00</soleVotingPower>
        <sharedVotingPower>2233787.00</sharedVotingPower>
        <soleDispositivePower>0.00</soleDispositivePower>
        <sharedDispositivePower>2233787.00</sharedDispositivePower>
      </reportingPersonBeneficiallyOwnedNumberOfShares>
      <reportingPersonBeneficiallyOwnedAggregateNumberOfShares>2233787.00</reportingPersonBeneficiallyOwnedAggregateNumberOfShares>
      <aggregateAmountExcludesCertainSharesFlag>N</aggregateAmountExcludesCertainSharesFlag>
      <classPercent>2.9</classPercent>
      <typeOfReportingPerson>OO</typeOfReportingPerson>
    </coverPageHeaderReportingPersonDetails>
    <items>
      <item1>
        <issuerName>Expensify, Inc.</issuerName>
        <issuerPrincipalExecutiveOfficeAddress>401 SW 5th Ave, Portland, OR, 97204</issuerPrincipalExecutiveOfficeAddress>
      </item1>
      <item2>
        <filingPersonName>This statement is filed on behalf of 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 (collectively, the "Reporting Persons").

The Reporting Persons have entered into a Joint Filing Agreement, dated as of February 9, 2022, a copy of which was filed as Exhibit 1 to the Schedule 13G filed by the Reporting Persons on February 9, 2022.</filingPersonName>
        <principalBusinessOfficeOrResidenceAddress>The business address of the Reporting Persons is C/O Expensify, Inc., 401 SW 5th Avenue, Portland, Oregon 97204.</principalBusinessOfficeOrResidenceAddress>
        <citizenship>David Barrett is a citizen of the United States, and Barrett Trust LLC is a Delaware limited liability company.</citizenship>
      </item2>
      <item3>
        <notApplicableFlag>Y</notApplicableFlag>
      </item3>
      <item4>
        <amountBeneficiallyOwned>The information set forth in Row 9 of the cover page for each of the Reporting Persons is incorporated herein by reference.

Barrett Trust LLC is a member-managed Delaware limited liability company and directly holds 2,233,787 shares of Class A Common Stock. The investment and voting decisions of Barrett Trust LLC are made by its manager, Mr. Barrett, and its controlling member is the David Barrett Family Trust, for which Mr. Barrett serves as trustee. In such capacities, Mr. Barrett may be deemed to beneficially own such shares beneficially owned by Barrett Trust LLC, in addition to (i) 1,176,949 shares of Class A Common Stock that he holds directly and (ii) 1,344,270 shares of Class A Common Stock that he may acquire pursuant to the exercise of stock options within 60 days of September 30, 2024.

The ownership information presented herein represents beneficial ownership of the Class A common stock as of December 31, 2024, based upon 77,155,951 shares of Class A Common Stock outstanding as of November 04, 2024, as reported in the Issuer's Quarterly Report on  Form 10-Q for the quarterly period period ended September 30, 2024.</amountBeneficiallyOwned>
        <classPercent>The information set forth in Row 11 of the cover page for each of the Reporting Persons is incorporated herein by reference.</classPercent>
        <numberOfSharesPersonHas>
          <solePowerOrDirectToVote>The information set forth in Row 5 of the cover page for each of the Reporting Persons is incorporated herein by reference.</solePowerOrDirectToVote>
          <sharedPowerOrDirectToVote>The information set forth in Row 6 of the cover page for each of the Reporting Persons is incorporated herein by reference.</sharedPowerOrDirectToVote>
          <solePowerOrDirectToDispose>The information set forth in Row 7 of the cover page for each of the Reporting Persons is incorporated herein by reference.</solePowerOrDirectToDispose>
          <sharedPowerOrDirectToDispose>The information set forth in Row 8 of the cover page for each of the Reporting Persons is incorporated herein by reference.</sharedPowerOrDirectToDispose>
        </numberOfSharesPersonHas>
      </item4>
      <item5>
        <notApplicableFlag>Y</notApplicableFlag>
        <classOwnership5PercentOrLess>N</classOwnership5PercentOrLess>
      </item5>
      <item6>
        <notApplicableFlag>N</notApplicableFlag>
        <ownershipMoreThan5PercentOnBehalfOfAnotherPerson>Not applicable.</ownershipMoreThan5PercentOnBehalfOfAnotherPerson>
      </item6>
      <item7>
        <notApplicableFlag>N</notApplicableFlag>
        <subsidiaryIdentificationAndClassification>Not applicable.</subsidiaryIdentificationAndClassification>
      </item7>
      <item8>
        <notApplicableFlag>N</notApplicableFlag>
        <identificationAndClassificationOfGroupMembers>Not applicable.</identificationAndClassificationOfGroupMembers>
      </item8>
      <item9>
        <notApplicableFlag>N</notApplicableFlag>
        <groupDissolutionNotice>Not applicable.</groupDissolutionNotice>
      </item9>
      <item10>
        <notApplicableFlag>Y</notApplicableFlag>
      </item10>
    </items>
    <exhibitInfo>Exhibit 1   Joint Filing Agreement, incorporated by reference to Exhibit 1 to the Schedule 13G filed by the Reporting Persons on February 9, 2022.</exhibitInfo>
    <signatureInformation>
      <reportingPersonName>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</reportingPersonName>
      <signatureDetails>
        <signature>/s/ David Barrett</signature>
        <title>David Barrett</title>
        <date>02/13/2025</date>
      </signatureDetails>
    </signatureInformation>
    <signatureInformation>
      <reportingPersonName>Barrett Trust LLC</reportingPersonName>
      <signatureDetails>
        <signature>/s/ David Barrett</signature>
        <title>David Barrett, General Manager</title>
        <date>02/13/2025</date>
      </signatureDetails>
    </signatureInformation>
  </formData>
</edgarSubmission>
</XML>
</TEXT>
</DOCUMENT>
</SEC-DOCUMENT>
