SEC Form SC 13G/A filed by Expensify Inc. (Amendment)
☐ | Rule 13d-1(b) | ||||
☐ | Rule 13d-1(c) | ||||
☒ | Rule 13d-1(d) |
* | The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. |
CUSIP No. 30219Q106 | Schedule 13G | Page 1 of 6 pages |
1 | Names of Reporting Persons 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 | |||||||||||||||||||
2 | Check the Appropriate Box if a Member of a Group (a) ☐ (b) ☐ | |||||||||||||||||||
3 | SEC Use Only | |||||||||||||||||||
4 | Citizenship or Place of Organization United States | |||||||||||||||||||
Number of Shares Beneficially Owned by Each Reporting Person With | 5 | Sole Voting Power 3,045,835 | ||||||||||||||||||
6 | Shared Voting Power 2,047,830 | |||||||||||||||||||
7 | Sole Dispositive Power 3,045,835 | |||||||||||||||||||
8 | Shared Dispositive Power 2,047,830 | |||||||||||||||||||
9 | Aggregate Amount Beneficially Owned by Each Reporting Person 5,093,665 | |||||||||||||||||||
10 | Check if the Aggregate Amount in Row (9) Excludes Certain Shares Not applicable | |||||||||||||||||||
11 | Percent of Class Represented by Amount in Row 9 7.1% | |||||||||||||||||||
12 | Type of Reporting Person IN; OO |
CUSIP No. 30219Q106 | Schedule 13G | Page 2 of 6 pages |
1 | Names of Reporting Persons Barrett Trust LLC | |||||||||||||||||||
2 | Check the Appropriate Box if a Member of a Group (a) ☐ (b) ☐ | |||||||||||||||||||
3 | SEC Use Only | |||||||||||||||||||
4 | Citizenship or Place of Organization United States | |||||||||||||||||||
Number of Shares Beneficially Owned by Each Reporting Person With | 5 | Sole Voting Power 0 | ||||||||||||||||||
6 | Shared Voting Power 2,047,830 | |||||||||||||||||||
7 | Sole Dispositive Power 0 | |||||||||||||||||||
8 | Shared Dispositive Power 2,047,830 | |||||||||||||||||||
9 | Aggregate Amount Beneficially Owned by Each Reporting Person 2,047,830 | |||||||||||||||||||
10 | Check if the Aggregate Amount in Row (9) Excludes Certain Shares Not applicable | |||||||||||||||||||
11 | Percent of Class Represented by Amount in Row 9 3.0% | |||||||||||||||||||
12 | Type of Reporting Person OO |
CUSIP No. 30219Q106 | Schedule 13G | Page 3 of 6 pages |
ITEM 1. | (a) Name of Issuer: |
ITEM 2. | (a) Name of Person Filing: |
CUSIP No. 30219Q106 | Schedule 13G | Page 4 of 6 pages |
ITEM 3. |
ITEM 4. | Ownership. |
Reporting Person | Amount beneficially owned | Percent of class: | Sole power to vote or to direct the vote: | Shared power to dispose or to direct the disposition of: | Sole power to dispose or to direct the disposition of: | Shared power to dispose or to direct the disposition 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 | 5,093,665 | 7.1 | % | 3,045,835 | 2,047,830 | 3,045,835 | 2,047,830 | |||||||||||||||||||||||||||||||
Barrett Trust LLC | 2,047,830 | 3.0 | % | 0 | 2,047,830 | 0 | 2,047,830 |
ITEM 5. | Ownership of Five Percent or Less of a Class. |
ITEM 6. | Ownership of More than Five Percent on Behalf of Another Person. |
ITEM 7. | Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company or Control Person. |
ITEM 8. | Identification and Classification of Members of the Group. |
CUSIP No. 30219Q106 | Schedule 13G | Page 5 of 6 pages |
ITEM 9. | Notice of Dissolution of Group. |
ITEM 10. | Certifications. |
CUSIP No. 30219Q106 | Schedule 13G | Page 6 of 6 pages |
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 | ||||||||
/s/ David Barrett | ||||||||
Barrett Trust LLC | ||||||||
/s/ David Barrett | ||||||||
David Barrett | ||||||||
General Manager |