EXFY

SEC source: 0001476840-22-000082 · wf-form4_165766179580327.xml · derivative · entry 3

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 365,181

Underlying: Class A Common Stock · 4,699 shares

Expires 2029-04-11

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 8, 2022.

F3 · derivative.exercise_date: Reflects remaining portion of the stock option that originally vested in 72 equal monthly installments beginning on May 12, 2019.

SEC source: 0001476840-22-000082 · wf-form4_165766179580327.xml · nonDerivative · entry 2

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,399

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 8, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.00 to $20.25, inclusive. The reporting person undertakes to provide to Expensify, Inc., any security holder of Expensify, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4.

SEC source: 0001476840-22-000082 · wf-form4_165766179580327.xml · nonDerivative · entry 1

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,098

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 8, 2022.

SEC source: 0001476840-22-000080 · wf-form4_165714704878799.xml · nonDerivative · entry 1

Liu Ying · CIK 0001891182 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,162

F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vested immediately on the grant date. Each RSU represented a right to receive one share of Class A common stock.

SEC source: 0001476840-22-000078 · wf-form4_165714700980300.xml · nonDerivative · entry 1

Christen Timothy L · CIK 0001776003 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,478

F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vested immediately on the grant date. Each RSU represented a right to receive one share of Class A common stock.

SEC source: 0001476840-22-000079 · wf-form4_165714702612724.xml · nonDerivative · entry 1

Pao Ellen · CIK 0001892081 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,926

F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vested immediately on the grant date. Each RSU represented a right to receive one share of Class A common stock.

SEC source: 0001476840-22-000064 · wf-form4_165601895939658.xml · nonDerivative · entry 1

Christen Timothy L · CIK 0001776003 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,813

F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vest on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the next Annual Meeting of Shareholders following the grant date. Each RSU represents a right to receive one share of Class A common stock.

SEC source: 0001476840-22-000063 · wf-form4_165601894322563.xml · nonDerivative · entry 1

Liu Ying · CIK 0001891182 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,630

F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vest on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the next Annual Meeting of Shareholders following the grant date. Each RSU represents a right to receive one share of Class A common stock.

SEC source: 0001476840-22-000062 · wf-form4_165601892439183.xml · nonDerivative · entry 1

Pao Ellen · CIK 0001892081 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,500

F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vest on the earlier of (i) the first anniversary of the grant date and (ii) immediately before the next Annual Meeting of Shareholders following the grant date. Each RSU represents a right to receive one share of Class A common stock.

SEC source: 0001476840-22-000074 · wf-form4_165636474835403.xml · nonDerivative · entry 2

Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,218

F2 · kind: Shares granted as matched shares pursuant to the SPMP.

SEC source: 0001476840-22-000074 · wf-form4_165636474835403.xml · nonDerivative · entry 1

Barrett David Michael · CIK 0001892682 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,683

F1 · kind: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

SEC source: 0001476840-22-000073 · wf-form4_165636471872687.xml · nonDerivative · entry 3

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,495

SEC source: 0001476840-22-000073 · wf-form4_165636471872687.xml · nonDerivative · entry 2

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,525

F2 · kind: Shares granted as matched shares pursuant to the SPMP.

SEC source: 0001476840-22-000073 · wf-form4_165636471872687.xml · nonDerivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,459

F1 · kind: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

SEC source: 0001476840-22-000071 · wf-form4_165636467606877.xml · nonDerivative · entry 2

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 625,359

F2 · kind: Shares granted as matched shares pursuant to the SPMP.

SEC source: 0001476840-22-000071 · wf-form4_165636467606877.xml · nonDerivative · entry 1

Mills Jason Fahr · CIK 0001891197 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 625,241

F1 · kind: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

SEC source: 0001476840-22-000072 · wf-form4_165636469304279.xml · nonDerivative · entry 3

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,399

SEC source: 0001476840-22-000072 · wf-form4_165636469304279.xml · nonDerivative · entry 2

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,406

F2 · kind: Shares granted as matched shares pursuant to the SPMP.

SEC source: 0001476840-22-000072 · wf-form4_165636469304279.xml · nonDerivative · entry 1

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,388

F1 · kind: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

SEC source: 0001476840-22-000070 · wf-form4_165636465742385.xml · nonDerivative · entry 2

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,275

F2 · kind: Shares granted as matched shares pursuant to the SPMP.

SEC source: 0001476840-22-000070 · wf-form4_165636465742385.xml · nonDerivative · entry 1

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,154

F1 · kind: Shares purchased pursuant to the Expensify, Inc. 2021 Stock Purchase and Matching Plan ("SPMP").

SEC source: 0001140361-22-022038 · form4.xml · nonDerivative · entry 4

Martirano David · CIK 0001892188 · See Remarks

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 429,544

F4 · kind: Represents shares held by members of PJC-DV LLC ("DV"). On June 3, 2022, DV made a pro rata distribution for no consideration of 2,345,190 shares to its members, consisting of a third party unrelated to the Reporting Person and DMM SPV Management LLC ("DMM"), who received 1,915,646 and 429,544 shares, respectively. The Reporting Person is the manager of DMM and in such capacity may be deemed to beneficially own the shares held by DMM. After giving effect to the distribution, DV no longer held any shares of the issuer.

F4 · ownership.nature: Represents shares held by members of PJC-DV LLC ("DV"). On June 3, 2022, DV made a pro rata distribution for no consideration of 2,345,190 shares to its members, consisting of a third party unrelated to the Reporting Person and DMM SPV Management LLC ("DMM"), who received 1,915,646 and 429,544 shares, respectively. The Reporting Person is the manager of DMM and in such capacity may be deemed to beneficially own the shares held by DMM. After giving effect to the distribution, DV no longer held any shares of the issuer.

SEC source: 0000899243-22-026742 · doc4.xml · nonDerivative · entry 1

Hillsven LLC · CIK 0001892243 · 10% owner

FBHR Associates LLC · CIK 0001892268 · 10% owner

DeMartini James G B III · CIK 0001892193 · 10% owner

Unameit Trust under Declaration of Trust dated March 10, 2000 · CIK 0001892240 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,109,017

F1 · kind: Represents a pro-rata, in-kind distribution, and not a purchase or sale, without additional consideration, to its partners.

F1 · price: Represents a pro-rata, in-kind distribution, and not a purchase or sale, without additional consideration, to its partners.

F2 · ownership.direct: 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.

SEC source: 0001476840-22-000048 · wf-form4_165359827817809.xml · derivative · entry 2

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,990

Underlying: Class A Common Stock · 7,560 shares

Expires 2029-04-12

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: The stock option vests in 48 equal monthly installments beginning on April 1, 2019.

SEC source: 0001476840-22-000048 · wf-form4_165359827817809.xml · nonDerivative · entry 1

Vidal Daniel · CIK 0001891862 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 69,150

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

SEC source: 0001476840-22-000022 · wf-form4_164927102091402.xml · nonDerivative · entry 1

Liu Ying · CIK 0001891182 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,909

F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vested immediately on the grant date. Each RSU represented a right to receive one share of Class A common stock.

SEC source: 0001476840-22-000021 · wf-form4_164927099944322.xml · nonDerivative · entry 1

Pao Ellen · CIK 0001892081 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,779

F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vested immediately on the grant date. Each RSU represented a right to receive one share of Class A common stock.

SEC source: 0001476840-22-000020 · wf-form4_164927097988935.xml · nonDerivative · entry 1

Christen Timothy L · CIK 0001776003 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,092

F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vested immediately on the grant date. Each RSU represented a right to receive one share of Class A common stock.

SEC source: 0001476840-22-000005 · wf-form4_164382810803863.xml · nonDerivative · entry 1

Liu Ying · CIK 0001891182 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,390

F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vested immediately on the grant date. Each RSU represented a right to receive one share of Class A common stock.

SEC source: 0001476840-22-000006 · wf-form4_164382813217028.xml · nonDerivative · entry 1

Pao Ellen · CIK 0001892081 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,364

F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vested immediately on the grant date. Each RSU represented a right to receive one share of Class A common stock.

SEC source: 0001476840-22-000004 · wf-form4_164382809059209.xml · nonDerivative · entry 1

Christen Timothy L · CIK 0001776003 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,443

F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vested immediately on the grant date. Each RSU represented a right to receive one share of Class A common stock.

SEC source: 0001476840-21-000008 · wf-form4_163970381624494.xml · derivative · entry 4

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,500

Underlying: Class A Common Stock · 1,380 shares

Expires 2031-10-12

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: The stock option vests in 48 equal monthly installments beginning on September 16, 2021.

SEC source: 0001476840-21-000008 · wf-form4_163970381624494.xml · derivative · entry 3

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,800

Underlying: Class A Common Stock · 570 shares

Expires 2031-03-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: The stock option vests in 48 equal monthly installments beginning on March 16, 2021.

SEC source: 0001476840-21-000008 · wf-form4_163970381624494.xml · nonDerivative · entry 2

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,750

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

SEC source: 0001476840-21-000008 · wf-form4_163970381624494.xml · nonDerivative · entry 1

Muralidharan Anuradha · CIK 0001891077 · Director · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 77,370

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

SEC source: 0001628280-21-023628 · wf-form4_163710946155083.xml · derivative · entry 6

Hillsven LLC · CIK 0001892243 · 10% owner

FBHR Associates LLC · CIK 0001892268 · 10% owner

DeMartini James G B III · CIK 0001892193 · 10% owner

Unameit Trust under Declaration of Trust dated March 10, 2000 · CIK 0001892240 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 731,410 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: 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.

F2 · shares: 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.

F2 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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.

F2 · derivative.underlying_shares: 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.

F1 · ownership.direct: 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.

SEC source: 0001628280-21-023628 · wf-form4_163710946155083.xml · derivative · entry 5

Hillsven LLC · CIK 0001892243 · 10% owner

FBHR Associates LLC · CIK 0001892268 · 10% owner

DeMartini James G B III · CIK 0001892193 · 10% owner

Unameit Trust under Declaration of Trust dated March 10, 2000 · CIK 0001892240 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 487,100 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: 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.

F2 · shares: 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.

F2 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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.

F2 · derivative.underlying_shares: 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.

F1 · ownership.direct: 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.

SEC source: 0001628280-21-023628 · wf-form4_163710946155083.xml · derivative · entry 4

Hillsven LLC · CIK 0001892243 · 10% owner

FBHR Associates LLC · CIK 0001892268 · 10% owner

DeMartini James G B III · CIK 0001892193 · 10% owner

Unameit Trust under Declaration of Trust dated March 10, 2000 · CIK 0001892240 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 3,270,280 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: 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.

F2 · shares: 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.

F2 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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.

F2 · derivative.underlying_shares: 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.

F1 · ownership.direct: 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.

SEC source: 0001628280-21-023628 · wf-form4_163710946155083.xml · derivative · entry 3

Hillsven LLC · CIK 0001892243 · 10% owner

FBHR Associates LLC · CIK 0001892268 · 10% owner

DeMartini James G B III · CIK 0001892193 · 10% owner

Unameit Trust under Declaration of Trust dated March 10, 2000 · CIK 0001892240 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 6,659,530 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: 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.

F2 · shares: 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.

F2 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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.

F2 · derivative.underlying_shares: 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.

F1 · ownership.direct: 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.

SEC source: 0001628280-21-023628 · wf-form4_163710946155083.xml · nonDerivative · entry 2

Hillsven LLC · CIK 0001892243 · 10% owner

FBHR Associates LLC · CIK 0001892268 · 10% owner

DeMartini James G B III · CIK 0001892193 · 10% owner

Unameit Trust under Declaration of Trust dated March 10, 2000 · CIK 0001892240 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,046,150

F1 · ownership.direct: 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.

SEC source: 0001628280-21-023628 · wf-form4_163710946155083.xml · nonDerivative · entry 1

Hillsven LLC · CIK 0001892243 · 10% owner

FBHR Associates LLC · CIK 0001892268 · 10% owner

DeMartini James G B III · CIK 0001892193 · 10% owner

Unameit Trust under Declaration of Trust dated March 10, 2000 · CIK 0001892240 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,148,320

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.direct: 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.

SEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · derivative · entry 26

Martirano David · CIK 0001892188 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 0

Underlying: Class A Common Stock · 74,560 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_price: 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.

F7 · shares: 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.

F7 · derivative.exercise_date: 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.

F7 · derivative.expiration_date: 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.

F7 · derivative.underlying_shares: 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.

F5 · ownership.nature: 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.

SEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · derivative · entry 25

Martirano David · CIK 0001892188 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 0

Underlying: Class A Common Stock · 283,600 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_price: 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.

F7 · shares: 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.

F7 · derivative.exercise_date: 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.

F7 · derivative.expiration_date: 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.

F7 · derivative.underlying_shares: 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.

F3 · ownership.nature: 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.

SEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · derivative · entry 24

Martirano David · CIK 0001892188 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 0

Underlying: Class A Common Stock · 22,060 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_price: 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.

F7 · shares: 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.

F7 · derivative.exercise_date: 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.

F7 · derivative.expiration_date: 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.

F7 · derivative.underlying_shares: 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.

F2 · ownership.nature: 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.

SEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · derivative · entry 23

Martirano David · CIK 0001892188 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 0

Underlying: Class A Common Stock · 203,400 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_price: 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.

F7 · shares: 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.

F7 · derivative.exercise_date: 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.

F7 · derivative.expiration_date: 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.

F7 · derivative.underlying_shares: 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.

F4 · ownership.nature: 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.

SEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · derivative · entry 22

Martirano David · CIK 0001892188 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 0

Underlying: Class A Common Stock · 14,910 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_price: 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.

F7 · shares: 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.

F7 · derivative.exercise_date: 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.

F7 · derivative.expiration_date: 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.

F7 · derivative.underlying_shares: 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.

F1 · ownership.nature: 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.

SEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · derivative · entry 21

Martirano David · CIK 0001892188 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 0

Underlying: Class A Common Stock · 29,620 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_price: 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.

F7 · shares: 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.

F7 · derivative.exercise_date: 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.

F7 · derivative.expiration_date: 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.

F7 · derivative.underlying_shares: 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.

F5 · ownership.nature: 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.

SEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · derivative · entry 20

Martirano David · CIK 0001892188 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 0

Underlying: Class A Common Stock · 3,990,620 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_price: 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.

F7 · shares: 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.

F7 · derivative.exercise_date: 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.

F7 · derivative.expiration_date: 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.

F7 · derivative.underlying_shares: 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.

F3 · ownership.nature: 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.

SEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · derivative · entry 19

Martirano David · CIK 0001892188 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 0

Underlying: Class A Common Stock · 310,390 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_price: 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.

F7 · shares: 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.

F7 · derivative.exercise_date: 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.

F7 · derivative.expiration_date: 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.

F7 · derivative.underlying_shares: 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.

F2 · ownership.nature: 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.

SEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · derivative · entry 18

Martirano David · CIK 0001892188 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 0

Underlying: Class A Common Stock · 80,750 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_price: 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.

F7 · shares: 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.

F7 · derivative.exercise_date: 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.

F7 · derivative.expiration_date: 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.

F7 · derivative.underlying: 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.

F7 · derivative.underlying_shares: 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.

F4 · ownership.nature: 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.