Martirano David 4

Accession 0001628280-21-023629

CIK 0001476840other

View on SEC.gov Company Profile

Filed

Nov 15, 7:00 PM ET

Accepted

Nov 16, 7:38 PM ET

Size

54.9 KB

Accession

0001628280-21-023629

Insider Transaction Report

Form 4

Period: 2021-11-15

Expensify, Inc.[EXFY]

Martirano David

10% Owner

Transactions

Conversion
Class A Common Stock
2021-11-15+144,240→ 144,240 total(indirect: See note)
Conversion
Class A Common Stock
2021-11-15+4,274,220→ 4,289,510 total(indirect: See note)
Conversion
Class A Common Stock
2021-11-15+1,123,920→ 1,123,920 total(indirect: See note)
Conversion
Series B Convertible Preferred Stock
2021-11-15−278,108→ 0 total(indirect: See note)
→ Class A Common Stock (2,781,080 underlying)
Conversion
Series B Convertible Preferred Stock
2021-11-15−101,974→ 0 total(indirect: See note)
→ Class A Common Stock (1,019,740 underlying)
Conversion
Series B-1 Convertible Preferred Stock
2021-11-15−2,962→ 0 total(indirect: See note)
→ Class A Common Stock (29,620 underlying)
Sale
Class A Common Stock
2021-11-15$25.11/sh−50$1,256→ 230,140 total(indirect: See note)
Sale
Class A Common Stock
2021-11-15$25.11/sh−201,920$5,070,211→ 922,000 total(indirect: See note)
Conversion
Series B Convertible Preferred Stock
2021-11-15−20,395→ 0 total(indirect: See note)
→ Class A Common Stock (203,950 underlying)
Conversion
Series B-1 Convertible Preferred Stock
2021-11-15−14,424→ 0 total(indirect: See note)
→ Class A Common Stock (144,240 underlying)
Conversion
Series B-1 Convertible Preferred Stock
2021-11-15−8,075→ 0 total(indirect: See note)
→ Class A Common Stock (80,750 underlying)
Sale
Class A Common Stock
2021-11-15$25.11/sh−1,007,630$25,301,589→ 3,281,880 total(indirect: See note)
Sale
Class A Common Stock
2021-11-15$25.11/sh−33,880$850,727→ 110,360 total(indirect: See note)
Conversion
Series C Convertible Preferred Stock
2021-11-15−1,491→ 0 total(indirect: See note)
→ Class A Common Stock (14,910 underlying)
Conversion
Series C Convertible Preferred Stock
2021-11-15−2,206→ 0 total(indirect: See note)
→ Class A Common Stock (22,060 underlying)
Conversion
Series C Convertible Preferred Stock
2021-11-15−28,360→ 0 total(indirect: See note)
→ Class A Common Stock (283,600 underlying)
Conversion
Class A Common Stock
2021-11-15+332,450→ 333,640 total(indirect: See note)
Conversion
Class A Common Stock
2021-11-15+224,790→ 230,190 total(indirect: See note)
Conversion
Class A Common Stock
2021-11-15+3,065,230→ 3,065,230 total(indirect: See note)
Sale
Class A Common Stock
2021-11-15$25.11/sh−78,370$1,967,871→ 255,270 total(indirect: See note)
Sale
Class A Common Stock
2021-11-15$25.11/sh−720,040$18,080,204→ 2,345,190 total(indirect: See note)
Conversion
Series B-1 Convertible Preferred Stock
2021-11-15−31,039→ 0 total(indirect: See note)
→ Class A Common Stock (310,390 underlying)
Conversion
Series C Convertible Preferred Stock
2021-11-15−20,340→ 0 total(indirect: See note)
→ Class A Common Stock (203,400 underlying)
Conversion
Series B-1 Convertible Preferred Stock
2021-11-15−593→ 0 total(indirect: See note)
→ Class A Common Stock (5,930 underlying)
Conversion
Series B-1 Convertible Preferred Stock
2021-11-15−399,062→ 0 total(indirect: See note)
→ Class A Common Stock (3,990,620 underlying)
Conversion
Series C Convertible Preferred Stock
2021-11-15−7,456→ 0 total(indirect: See note)
→ Class A Common Stock (74,560 underlying)

Footnotes (7)

[F1]By PJC-DV II LLC ("DV II"). David Martirano is the Manager of DV II and in such capacity may be deemed to beneficially own such securities.
[F2]By Point Judith Venture Fund III, L.P. ("Fund III"). Point Judith Capital Partners III LLC ("Partners III") is the general partner of Fund III. Mr. Martirano is the manager of Partners III, and in such capacity may be deemed to beneficially own such securities.
[F3]By Point Judith Venture Fund III (QP), L.P. ("Fund III (QP)"). Partners III is the general partner of Fund III (QP). Mr. Martirano is the manager of Partners III and in such capacity may be deemed to beneficially own such securities.
[F4]By PJC-DV LLC ("DV"). DMM SPV Management LLC ("DMM") is the manager of DV. Mr. Martirano is the manager of DMM and in such capacity may be deemed to beneficially own such securities.
[F5]By Point Judith Venture Fund IV, L.P. ("Fund IV"). Point Judith Capital Partners IV LLC ("Partners IV") is the general partner of Fund IV. Mr. Martirano is the manager of Partners IV, and in such capacity may be deemed to beneficially own such securities.
[F6]By MKC Holdings Group LLC ("MKC"). Mr. Martirano is the manager of MKC and in such capacity may be deemed to beneficially own such securities.
[F7]Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering.

Documents

1 file

4
wf-form4_163710947935804.xmlPrimary
FORM 4

Issuer

Expensify, Inc.

CIK 0001476840

→

Entity typeother

Related Parties

filerCIK 0001892188

Filing Metadata

Form type: 4
Filed: Nov 15, 7:00 PM ET
Accepted: Nov 16, 7:38 PM ET
Size: 54.9 KB

View on SEC.gov