David Michael Barrett - Insider Trading Tracker

Introduction

This page provides a comprehensive analysis of the known insider trading history of David Michael Barrett. Insiders are officers, directors, or significant investors in a company. It is illegal for insiders to make trades in their companies based on specific, non-public information. This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4. Despite these restrictions, academic research suggests that insiders - in general - tend to outperform the market in their own companies.

Average Trade Profitability

Companies with Reported Insider Positions

The SEC filings indicate David Michael Barrett has reported holdings or trades in the following companies:

How to Interpret the Charts

The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by David Michael Barrett. Non-planned trade are trades that were not made as part of a 10b5-1 trading plan. The stock performance is charted as cumulative percent change in share price. For example, if an insider trade was made on January 1, 2019, the chart will show the daily percent change of the security to the present day. If the share price were to go from $10 to $15 during this time, the cumulative percent change in share price would be 50%. A change in price from $10 to $20 would be 100%, and a change in price of $10 to $5 would be -50%.

Ultimately, we are trying to determine how closely the insider’s trades correlate to excess returns (positive or negative) in the share price in order to see if the insider is timing their trades to profit from insider information. Consider the situation where an insider was doing this. In this situation, we would expect either (a) positive returns after purchases, or (b) negative returns after sales. In the case of (a), the PURCHASE chart would show a series of upwardly sloping curves, indicating positive returns after each purchase transaction. In the case of (b), the SALE chart would show a series of downward sloping curves, indicating negative returns after each sale transaction.

However, this alone is not enough to draw conclusions. If, for example, the share price of the company was in a non-cyclical climb over many years, then we would expect all the post-purchase plots to be upwardly sloping. Likewise, non-cyclical declines over many years would result in downward sloping post-trade plots. Neither of these charts would suggest insider trading activity.

The strongest indicator would be a situation where the share price was extremely cyclical, and there were both positive signals in the PURCHASE chart and negative plots on the SALE chart. This situation would be highly suggestive of an insider that was timing trades to their financial advantage.

Insider Purchases EXFY / Expensify, Inc. - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in EXFY / Expensify, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date	Ticker	Insider	Reported Shares	Reported Price	Adjusted Shares	Adjusted Price	Cost Basis	Days to Max	Price at Max	Max Profit ($)	Max Return (%)
There are no known unplanned open-market trades for this insider and security combination

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

Insider Sales EXFY / Expensify, Inc. - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in EXFY / Expensify, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market sales that were not part of an automatic trading plan.

Trade Date	Ticker	Insider	Reported Shares	Reported Price	Adjusted Shares	Adjusted Price	Cost Basis	Days to Min	Price at Min	Max Loss Avoided ($)	Max Loss Avoided (%)
2025-06-17	EXFY	Barrett David Michael	2,247	2.2800	2,247	2.2800	5,123	52	1.7050	-1,292	-25.22
2025-03-20	EXFY	Barrett David Michael	2,411	3.2700	2,411	3.2700	7,884
2025-03-19	EXFY	Barrett David Michael	11,303	3.3100	11,303	3.3100	37,413
2024-12-17	EXFY	Barrett David Michael	3,320	3.8200	3,320	3.8200	12,682
2024-12-16	EXFY	Barrett David Michael	13,272	3.8400	13,272	3.8400	50,964
2024-09-17	EXFY	Barrett David Michael	2,173	2.2700	2,173	2.2700	4,933
2024-09-16	EXFY	Barrett David Michael	11,095	2.2800	11,095	2.2800	25,297
2024-08-28	EXFY	Barrett David Michael	645,938	2.3400	645,938	2.3400	1,511,495
2024-06-18	EXFY	Barrett David Michael	33,391	1.3000	33,391	1.3000	43,408
2024-06-17	EXFY	Barrett David Michael	11,072	1.3400	11,072	1.3400	14,836
2024-03-20	EXFY	Barrett David Michael	11,627	1.9100	11,627	1.9100	22,208
2024-03-15	EXFY	Barrett David Michael	1,937	2.0000	1,937	2.0000	3,874
2024-03-11	EXFY	Barrett David Michael	7,311	2.1400	7,311	2.1400	15,646
2023-12-19	EXFY	Barrett David Michael	10,978	2.3100	10,978	2.3100	25,359
2023-12-15	EXFY	Barrett David Michael	71,970	2.4900	71,970	2.4900	179,205
2023-12-15	EXFY	Barrett David Michael	1,637	2.4400	1,637	2.4400	3,994
2023-12-14	EXFY	Barrett David Michael	84,000	2.4400	84,000	2.4400	204,960
2023-12-13	EXFY	Barrett David Michael	80,000	2.3100	80,000	2.3100	184,800
2023-12-12	EXFY	Barrett David Michael	85,000	2.2700	85,000	2.2700	192,950
2023-12-11	EXFY	Barrett David Michael	83,000	2.3400	83,000	2.3400	194,220
2023-12-08	EXFY	Barrett David Michael	84,000	2.4400	84,000	2.4400	204,960
2023-12-07	EXFY	Barrett David Michael	58,221	2.4900	58,221	2.4900	144,970
2023-11-30	EXFY	Barrett David Michael	7,391	2.4100	7,391	2.4100	17,812
2023-09-12	EXFY	Barrett David Michael	20,000	4.0900	20,000	4.0900	81,800
2023-09-11	EXFY	Barrett David Michael	66,667	3.8800	66,667	3.8800	258,668
2023-09-08	EXFY	Barrett David Michael	263,333	3.9600	263,333	3.9600	1,042,799
2023-06-01	EXFY	Barrett David Michael	200,000	6.5500	200,000	6.5500	1,310,000

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

Insider Trading History

This table shows the complete list of insider trades made by David Michael Barrett as disclosed to the Securities Exchange Commission (SEC).