3//SEC Filing
Unameit Trust under Declaration of Trust dated March 10, 2000 3
Accession 0001628280-21-022627
CIK 0001476840other
Filed
Nov 8, 7:00 PM ET
Accepted
Nov 9, 6:45 PM ET
Size
13.6 KB
Accession
0001628280-21-022627
Insider Transaction Report
Form 3
Expensify, Inc.[EXFY]
Hillsven LLC
10% Owner
Holdings
Series B-1 Convertible Preferred Stock
→ Class A Common Stock (487,100 underlying)Series B Convertible Preferred Stock
→ Class A Common Stock (3,270,280 underlying)Series A Convertible Preferred Stock
→ Class A Common Stock (6,659,530 underlying)Series C Convertible Preferred Stock
→ Class A Common Stock (731,410 underlying)
FBHR Associates LLC
10% Owner
Holdings
Series B Convertible Preferred Stock
→ Class A Common Stock (3,270,280 underlying)Series B-1 Convertible Preferred Stock
→ Class A Common Stock (487,100 underlying)Series A Convertible Preferred Stock
→ Class A Common Stock (6,659,530 underlying)Series C Convertible Preferred Stock
→ Class A Common Stock (731,410 underlying)
DeMartini James G B III
10% Owner
Holdings
Series B Convertible Preferred Stock
→ Class A Common Stock (3,270,280 underlying)Series A Convertible Preferred Stock
→ Class A Common Stock (6,659,530 underlying)Series C Convertible Preferred Stock
→ Class A Common Stock (731,410 underlying)Series B-1 Convertible Preferred Stock
→ Class A Common Stock (487,100 underlying)
Holdings
Series B-1 Convertible Preferred Stock
→ Class A Common Stock (487,100 underlying)Series B Convertible Preferred Stock
→ Class A Common Stock (3,270,280 underlying)Series A Convertible Preferred Stock
→ Class A Common Stock (6,659,530 underlying)Series C Convertible Preferred Stock
→ Class A Common Stock (731,410 underlying)
Footnotes (2)
- [F1]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.
- [F2]FBHR Associates, LLC is the manager of Hillsven, LLC and in such capacity may be deemed to share voting and investment power over such securities. James G.B. DeMartini, III, as trustee of Unameit Trust, is the manager of FBHR Associates, LLC, and in such capacity may be deemed to share voting and investment power over such securities.
Documents
Issuer
Expensify, Inc.
CIK 0001476840
Entity typeother
IncorporatedCA
Related Parties
1- filerCIK 0001892240
Filing Metadata
- Form type
- 3
- Filed
- Nov 8, 7:00 PM ET
- Accepted
- Nov 9, 6:45 PM ET
- Size
- 13.6 KB