3//SEC Filing
OpenView Affiliates Fund IV, L.P. 3
Accession 0000899243-21-043719
CIK 0001476840other
Filed
Nov 8, 7:00 PM ET
Accepted
Nov 9, 8:09 PM ET
Size
19.3 KB
Accession
0000899243-21-043719
Insider Transaction Report
Form 3
Expensify, Inc.EXFY
OpenView Management, LLC
10% Owner
Holdings
- (indirect: By OpenView Venture Partners IV, L.P.)
Series B-1 Convertible Preferred Stock
→ Class A Common Stock (222,460 underlying) - 1,000(indirect: By OpenView Affiliates Fund IV, L.P.)
Class A Common Stock
- (indirect: By OpenView Venture Partners IV, L.P.)
Series C Convertible Preferred Stock
→ Class A Common Stock (8,668,280 underlying) - (indirect: By OpenView Venture Partners IV, L.P.)
Series B Convertible Preferred Stock
→ Class A Common Stock (3,590,720 underlying) - (indirect: By OpenView Affiliates Fund IV, L.P.)
Series B Convertible Preferred Stock
→ Class A Common Stock (117,390 underlying) - 30,500(indirect: By OpenView Venture Partners IV, L.P.)
Class A Common Stock
- (indirect: By OpenView Affiliates Fund IV, L.P.)
Series C Convertible Preferred Stock
→ Class A Common Stock (283,370 underlying) - (indirect: By OpenView Affiliates Fund IV, L.P.)
Series B-1 Convertible Preferred Stock
→ Class A Common Stock (7,270 underlying)
OpenView Affiliates Fund IV, L.P.
10% Owner
Holdings
- (indirect: By OpenView Affiliates Fund IV, L.P.)
Series B-1 Convertible Preferred Stock
→ Class A Common Stock (7,270 underlying) - (indirect: By OpenView Affiliates Fund IV, L.P.)
Series C Convertible Preferred Stock
→ Class A Common Stock (283,370 underlying) - 1,000(indirect: By OpenView Affiliates Fund IV, L.P.)
Class A Common Stock
- (indirect: By OpenView Venture Partners IV, L.P.)
Series B Convertible Preferred Stock
→ Class A Common Stock (3,590,720 underlying) - (indirect: By OpenView Affiliates Fund IV, L.P.)
Series B Convertible Preferred Stock
→ Class A Common Stock (117,390 underlying) - (indirect: By OpenView Venture Partners IV, L.P.)
Series B-1 Convertible Preferred Stock
→ Class A Common Stock (222,460 underlying) - (indirect: By OpenView Venture Partners IV, L.P.)
Series C Convertible Preferred Stock
→ Class A Common Stock (8,668,280 underlying) - 30,500(indirect: By OpenView Venture Partners IV, L.P.)
Class A Common Stock
OpenView General Partner IV, L.P.
10% Owner
Holdings
- 1,000(indirect: By OpenView Affiliates Fund IV, L.P.)
Class A Common Stock
- (indirect: By OpenView Affiliates Fund IV, L.P.)
Series B Convertible Preferred Stock
→ Class A Common Stock (117,390 underlying) - (indirect: By OpenView Venture Partners IV, L.P.)
Series B Convertible Preferred Stock
→ Class A Common Stock (3,590,720 underlying) - (indirect: By OpenView Venture Partners IV, L.P.)
Series B-1 Convertible Preferred Stock
→ Class A Common Stock (222,460 underlying) - (indirect: By OpenView Venture Partners IV, L.P.)
Series C Convertible Preferred Stock
→ Class A Common Stock (8,668,280 underlying) - (indirect: By OpenView Affiliates Fund IV, L.P.)
Series C Convertible Preferred Stock
→ Class A Common Stock (283,370 underlying) - (indirect: By OpenView Affiliates Fund IV, L.P.)
Series B-1 Convertible Preferred Stock
→ Class A Common Stock (7,270 underlying) - 30,500(indirect: By OpenView Venture Partners IV, L.P.)
Class A Common Stock
OpenView Venture Partners IV, L.P.
10% Owner
Holdings
- 1,000(indirect: By OpenView Affiliates Fund IV, L.P.)
Class A Common Stock
- (indirect: By OpenView Affiliates Fund IV, L.P.)
Series B Convertible Preferred Stock
→ Class A Common Stock (117,390 underlying) - (indirect: By OpenView Venture Partners IV, L.P.)
Series C Convertible Preferred Stock
→ Class A Common Stock (8,668,280 underlying) - (indirect: By OpenView Affiliates Fund IV, L.P.)
Series C Convertible Preferred Stock
→ Class A Common Stock (283,370 underlying) - 30,500(indirect: By OpenView Venture Partners IV, L.P.)
Class A Common Stock
- (indirect: By OpenView Venture Partners IV, L.P.)
Series B Convertible Preferred Stock
→ Class A Common Stock (3,590,720 underlying) - (indirect: By OpenView Affiliates Fund IV, L.P.)
Series B-1 Convertible Preferred Stock
→ Class A Common Stock (7,270 underlying) - (indirect: By OpenView Venture Partners IV, L.P.)
Series B-1 Convertible Preferred Stock
→ Class A Common Stock (222,460 underlying)
Footnotes (3)
- [F1]The securities are held by OpenView Venture Partners IV, L.P. ("OVP IV LP"). OpenView Management, LLC ("OVM LLC") is the general partner of OpenView General Partner IV, L.P. ("OGP IV LP"), which is the general partner of OVP IV LP. Each of OVM LLC and OGP IV LP disclaims beneficial ownership of all the shares held by OVP IV LP except to the extent, if any, of its pecuniary interest therein and this report shall not be deemed an admission that it is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.
- [F2]The securities are held by OpenView Affiliates Fund IV, L.P. ("OAF IV LP"). OGP IV LP is the general partner of OAF IV LP. Each of OVM LLC and OGP IV LP disclaims beneficial ownership of all the shares held by OAF IV LP except to the extent, if any, of its pecuniary interest therein and this report shall not be deemed an admission that it is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.
- [F3]Each share of Convertible Preferred Stock was initially convertible on a one-for-one basis into the Issuer's Class A Common Stock at any time at the holder's election and has no expiration date. The number of underlying shares of common stock reported in Column 3 gives effect to a 10-for-1 forward stock split effective as of October 27, 2021, pursuant to which each share of Convertible Preferred Stock became convertible into 10 shares of Class A Common Stock. The Convertible Preferred Stock will convert automatically upon closing of the Issuer's initial public offering.
Documents
Issuer
Expensify, Inc.
CIK 0001476840
Entity typeother
IncorporatedDE
Related Parties
1- filerCIK 0001618728
Filing Metadata
- Form type
- 3
- Filed
- Nov 8, 7:00 PM ET
- Accepted
- Nov 9, 8:09 PM ET
- Size
- 19.3 KB