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Nasdaq · USD

EXFY

Expensify, Inc.

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6208
SEC CIK
0001476840
Parsed reports
375

Last 12 months

Inside the activity.

6 purchase rows · 34 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202512
Dec 2025012
Jan 202601
Feb 202601
Mar 2026512
Apr 202602
May 202602
Jun 202602
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
November 15, 2021 Filed Nov 17, 2021 00:38 UTC ConversionSeries B-1 Convertible Preferred Stock · Derivative 593 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · derivative · entry 17

Martirano David · CIK 0001892188 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 0

Underlying: Class A Common Stock · 5,930 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.

Read SEC document
November 15, 2021 Filed Nov 17, 2021 00:38 UTC ConversionSeries B-1 Convertible Preferred Stock · Derivative 14,424 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · derivative · entry 16

Martirano David · CIK 0001892188 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 0

Underlying: Class A Common Stock · 144,240 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.

F6 · ownership.nature: 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.

Read SEC document
November 15, 2021 Filed Nov 17, 2021 00:38 UTC ConversionSeries B Convertible Preferred Stock · Derivative 101,974 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · derivative · entry 15

Martirano David · CIK 0001892188 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,019,740 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.

Read SEC document
November 15, 2021 Filed Nov 17, 2021 00:38 UTC ConversionSeries B Convertible Preferred Stock · Derivative 278,108 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · derivative · entry 14

Martirano David · CIK 0001892188 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,781,080 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.

Read SEC document
November 15, 2021 Filed Nov 17, 2021 00:38 UTC ConversionSeries B Convertible Preferred Stock · Derivative 20,395 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · derivative · entry 13

Martirano David · CIK 0001892188 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 0

Underlying: Class A Common Stock · 203,950 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.

Read SEC document
November 15, 2021 Filed Nov 17, 2021 00:38 UTC SaleClass A Common Stock 33,880 $25.11 $850,726.80
Disclosure

SEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · nonDerivative · entry 12

Martirano David · CIK 0001892188 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 110,360

F6 · ownership.nature: 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.

Read SEC document
November 15, 2021 Filed Nov 17, 2021 00:38 UTC SaleClass A Common Stock 201,920 $25.11 $5,070,211.20
Disclosure

SEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · nonDerivative · entry 11

Martirano David · CIK 0001892188 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 922,000

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.

Read SEC document
November 15, 2021 Filed Nov 17, 2021 00:38 UTC SaleClass A Common Stock 720,040 $25.11 $18,080,204.40
Disclosure

SEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · nonDerivative · entry 10

Martirano David · CIK 0001892188 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 2,345,190

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.

Read SEC document
November 15, 2021 Filed Nov 17, 2021 00:38 UTC SaleClass A Common Stock 1,007,630 $25.11 $25,301,589.30
Disclosure

SEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · nonDerivative · entry 9

Martirano David · CIK 0001892188 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 3,281,880

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.

Read SEC document
November 15, 2021 Filed Nov 17, 2021 00:38 UTC SaleClass A Common Stock 78,370 $25.11 $1,967,870.70
Disclosure

SEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · nonDerivative · entry 8

Martirano David · CIK 0001892188 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 255,270

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.

Read SEC document
November 15, 2021 Filed Nov 17, 2021 00:38 UTC SaleClass A Common Stock 50 $25.11 $1,255.50
Disclosure

SEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · nonDerivative · entry 7

Martirano David · CIK 0001892188 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 230,140

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.

Read SEC document
November 15, 2021 Filed Nov 17, 2021 00:38 UTC ConversionClass A Common Stock 144,240 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · nonDerivative · entry 6

Martirano David · CIK 0001892188 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 144,240

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.

F6 · ownership.nature: 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.

Read SEC document
November 15, 2021 Filed Nov 17, 2021 00:38 UTC ConversionClass A Common Stock 1,123,920 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · nonDerivative · entry 5

Martirano David · CIK 0001892188 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 1,123,920

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.

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.

Read SEC document
November 15, 2021 Filed Nov 17, 2021 00:38 UTC ConversionClass A Common Stock 3,065,230 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · nonDerivative · entry 4

Martirano David · CIK 0001892188 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 3,065,230

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.

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.

Read SEC document
November 15, 2021 Filed Nov 17, 2021 00:38 UTC ConversionClass A Common Stock 4,274,220 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · nonDerivative · entry 3

Martirano David · CIK 0001892188 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 4,289,510

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.

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.

Read SEC document
November 15, 2021 Filed Nov 17, 2021 00:38 UTC ConversionClass A Common Stock 332,450 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · nonDerivative · entry 2

Martirano David · CIK 0001892188 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 333,640

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 · 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.

Read SEC document
November 15, 2021 Filed Nov 17, 2021 00:38 UTC ConversionClass A Common Stock 224,790 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · nonDerivative · entry 1

Martirano David · CIK 0001892188 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See note

Disclosed balance after: 230,190

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.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.

Read SEC document
November 15, 2021 Filed Nov 17, 2021 00:37 UTC
Schaffer RyanDirector · Chief Financial Officer
SaleClass A Common Stock 119,996 $25.11 $3,013,099.56
Disclosure

SEC source: 0001628280-21-023627 · wf-form4_163710943753109.xml · nonDerivative · entry 1

Schaffer Ryan · CIK 0001891061 · Director · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,034

Read SEC document
November 15, 2021 Filed Nov 17, 2021 22:01 UTC ConversionSeries C Convertible Preferred Stock · Derivative 28,337 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-045071 · doc4.xml · derivative · entry 10

OpenView Management, LLC · CIK 0001658115 · 10% owner

OpenView General Partner IV, L.P. · CIK 0001658111 · 10% owner

OpenView Venture Partners IV, L.P. · CIK 0001616720 · 10% owner

OpenView Affiliates Fund IV, L.P. · CIK 0001618728 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By OpenView Affiliates Fund IV, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 283,370 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.

F1 · derivative.exercise_price: 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 had no expiration date. The number of underlying shares of common stock reported in Column 7 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 converted automatically upon closing of the Issuer's initial public offering.

F1 · derivative.exercise_date: 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 had no expiration date. The number of underlying shares of common stock reported in Column 7 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 converted automatically upon closing of the Issuer's initial public offering.

F1 · derivative.expiration_date: 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 had no expiration date. The number of underlying shares of common stock reported in Column 7 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 converted automatically upon closing of the Issuer's initial public offering.

F3 · ownership.nature: 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.

Read SEC document
November 15, 2021 Filed Nov 17, 2021 22:01 UTC ConversionSeries C Convertible Preferred Stock · Derivative 866,828 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-045071 · doc4.xml · derivative · entry 9

OpenView Management, LLC · CIK 0001658115 · 10% owner

OpenView General Partner IV, L.P. · CIK 0001658111 · 10% owner

OpenView Venture Partners IV, L.P. · CIK 0001616720 · 10% owner

OpenView Affiliates Fund IV, L.P. · CIK 0001618728 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By OpenView Venture Partners IV, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 8,668,280 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.

F1 · derivative.exercise_price: 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 had no expiration date. The number of underlying shares of common stock reported in Column 7 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 converted automatically upon closing of the Issuer's initial public offering.

F1 · derivative.exercise_date: 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 had no expiration date. The number of underlying shares of common stock reported in Column 7 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 converted automatically upon closing of the Issuer's initial public offering.

F1 · derivative.expiration_date: 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 had no expiration date. The number of underlying shares of common stock reported in Column 7 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 converted automatically upon closing of the Issuer's initial public offering.

F2 · ownership.nature: 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.

Read SEC document
November 15, 2021 Filed Nov 17, 2021 22:01 UTC ConversionSeries B-1 Convertible Preferred Stock · Derivative 727 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-045071 · doc4.xml · derivative · entry 8

OpenView Management, LLC · CIK 0001658115 · 10% owner

OpenView General Partner IV, L.P. · CIK 0001658111 · 10% owner

OpenView Venture Partners IV, L.P. · CIK 0001616720 · 10% owner

OpenView Affiliates Fund IV, L.P. · CIK 0001618728 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By OpenView Affiliates Fund IV, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 7,270 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.

F1 · derivative.exercise_price: 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 had no expiration date. The number of underlying shares of common stock reported in Column 7 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 converted automatically upon closing of the Issuer's initial public offering.

F1 · derivative.exercise_date: 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 had no expiration date. The number of underlying shares of common stock reported in Column 7 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 converted automatically upon closing of the Issuer's initial public offering.

F1 · derivative.expiration_date: 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 had no expiration date. The number of underlying shares of common stock reported in Column 7 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 converted automatically upon closing of the Issuer's initial public offering.

F3 · ownership.nature: 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.

Read SEC document
November 15, 2021 Filed Nov 17, 2021 22:01 UTC ConversionSeries B-1 Convertible Preferred Stock · Derivative 22,246 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-045071 · doc4.xml · derivative · entry 7

OpenView Management, LLC · CIK 0001658115 · 10% owner

OpenView General Partner IV, L.P. · CIK 0001658111 · 10% owner

OpenView Venture Partners IV, L.P. · CIK 0001616720 · 10% owner

OpenView Affiliates Fund IV, L.P. · CIK 0001618728 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By OpenView Venture Partners IV, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 222,460 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.

F1 · derivative.exercise_price: 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 had no expiration date. The number of underlying shares of common stock reported in Column 7 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 converted automatically upon closing of the Issuer's initial public offering.

F1 · derivative.exercise_date: 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 had no expiration date. The number of underlying shares of common stock reported in Column 7 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 converted automatically upon closing of the Issuer's initial public offering.

F1 · derivative.expiration_date: 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 had no expiration date. The number of underlying shares of common stock reported in Column 7 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 converted automatically upon closing of the Issuer's initial public offering.

F2 · ownership.nature: 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.

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November 15, 2021 Filed Nov 17, 2021 22:01 UTC ConversionSeries B Convertible Preferred Stock · Derivative 11,739 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-045071 · doc4.xml · derivative · entry 6

OpenView Management, LLC · CIK 0001658115 · 10% owner

OpenView General Partner IV, L.P. · CIK 0001658111 · 10% owner

OpenView Venture Partners IV, L.P. · CIK 0001616720 · 10% owner

OpenView Affiliates Fund IV, L.P. · CIK 0001618728 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By OpenView Affiliates Fund IV, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 117,390 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.

F1 · derivative.exercise_price: 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 had no expiration date. The number of underlying shares of common stock reported in Column 7 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 converted automatically upon closing of the Issuer's initial public offering.

F1 · derivative.exercise_date: 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 had no expiration date. The number of underlying shares of common stock reported in Column 7 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 converted automatically upon closing of the Issuer's initial public offering.

F1 · derivative.expiration_date: 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 had no expiration date. The number of underlying shares of common stock reported in Column 7 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 converted automatically upon closing of the Issuer's initial public offering.

F3 · ownership.nature: 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.

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November 15, 2021 Filed Nov 17, 2021 22:01 UTC ConversionSeries B Convertible Preferred Stock · Derivative 359,072 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-045071 · doc4.xml · derivative · entry 5

OpenView Management, LLC · CIK 0001658115 · 10% owner

OpenView General Partner IV, L.P. · CIK 0001658111 · 10% owner

OpenView Venture Partners IV, L.P. · CIK 0001616720 · 10% owner

OpenView Affiliates Fund IV, L.P. · CIK 0001618728 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By OpenView Venture Partners IV, L.P.

Disclosed balance after: 0

Underlying: Class A Common Stock · 3,590,720 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.

F1 · derivative.exercise_price: 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 had no expiration date. The number of underlying shares of common stock reported in Column 7 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 converted automatically upon closing of the Issuer's initial public offering.

F1 · derivative.exercise_date: 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 had no expiration date. The number of underlying shares of common stock reported in Column 7 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 converted automatically upon closing of the Issuer's initial public offering.

F1 · derivative.expiration_date: 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 had no expiration date. The number of underlying shares of common stock reported in Column 7 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 converted automatically upon closing of the Issuer's initial public offering.

F2 · ownership.nature: 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.

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November 15, 2021 Filed Nov 17, 2021 22:01 UTC SaleClass A Common Stock 91,070 $25.11 $2,286,767.70
Disclosure

SEC source: 0000899243-21-045071 · doc4.xml · nonDerivative · entry 4

OpenView Management, LLC · CIK 0001658115 · 10% owner

OpenView General Partner IV, L.P. · CIK 0001658111 · 10% owner

OpenView Venture Partners IV, L.P. · CIK 0001616720 · 10% owner

OpenView Affiliates Fund IV, L.P. · CIK 0001618728 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By OpenView Affiliates Fund IV, L.P.

Disclosed balance after: 317,960

F4 · kind: These shares of Common Stock were sold in connection with the Issuer's initial public offering pursuant to the prospectus (including pursusant to the underwriters' exercise of their over-allotment option under such prospectus) dated November 12, 2021, and accompanying registration statement on Form S-1 (File No. 333-260297). The shares were sold at a price per share equal to the initial public offering price, net of underwriting discount and commissions.

F3 · ownership.nature: 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.

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November 15, 2021 Filed Nov 17, 2021 22:01 UTC SaleClass A Common Stock 2,785,670 $25.11 $69,948,173.70
Disclosure

SEC source: 0000899243-21-045071 · doc4.xml · nonDerivative · entry 3

OpenView Management, LLC · CIK 0001658115 · 10% owner

OpenView General Partner IV, L.P. · CIK 0001658111 · 10% owner

OpenView Venture Partners IV, L.P. · CIK 0001616720 · 10% owner

OpenView Affiliates Fund IV, L.P. · CIK 0001618728 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By OpenView Venture Partners IV, L.P.

Disclosed balance after: 9,726,290

F4 · kind: These shares of Common Stock were sold in connection with the Issuer's initial public offering pursuant to the prospectus (including pursusant to the underwriters' exercise of their over-allotment option under such prospectus) dated November 12, 2021, and accompanying registration statement on Form S-1 (File No. 333-260297). The shares were sold at a price per share equal to the initial public offering price, net of underwriting discount and commissions.

F2 · ownership.nature: 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.

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November 15, 2021 Filed Nov 17, 2021 22:01 UTC ConversionClass A Common Stock 408,030 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-045071 · doc4.xml · nonDerivative · entry 2

OpenView Management, LLC · CIK 0001658115 · 10% owner

OpenView General Partner IV, L.P. · CIK 0001658111 · 10% owner

OpenView Venture Partners IV, L.P. · CIK 0001616720 · 10% owner

OpenView Affiliates Fund IV, L.P. · CIK 0001618728 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By OpenView Affiliates Fund IV, L.P.

Disclosed balance after: 409,030

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 · price: 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 had no expiration date. The number of underlying shares of common stock reported in Column 7 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 converted automatically upon closing of the Issuer's initial public offering.

F3 · ownership.nature: 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.

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November 15, 2021 Filed Nov 17, 2021 22:01 UTC ConversionClass A Common Stock 12,481,460 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-21-045071 · doc4.xml · nonDerivative · entry 1

OpenView Management, LLC · CIK 0001658115 · 10% owner

OpenView General Partner IV, L.P. · CIK 0001658111 · 10% owner

OpenView Venture Partners IV, L.P. · CIK 0001616720 · 10% owner

OpenView Affiliates Fund IV, L.P. · CIK 0001618728 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By OpenView Venture Partners IV, L.P.

Disclosed balance after: 12,511,960

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 · price: 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 had no expiration date. The number of underlying shares of common stock reported in Column 7 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 converted automatically upon closing of the Issuer's initial public offering.

F2 · ownership.nature: 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.

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November 15, 2021 Filed Dec 8, 2021 01:55 UTC GrantClass A Common Stock 9,260 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-024673 · wf-form4_163892852040091.xml · nonDerivative · entry 1

Christen Timothy L · CIK 0001776003 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,260

F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vest in twelve equal quarterly installments beginning on February 15, 2022, subject to the Reporting Person continuing in service on the Issuer's board of directors through such vesting date. Each RSU represents a contingent right to receive one share of Class A common stock.

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November 15, 2021 Filed Dec 8, 2021 01:53 UTC
Liu YingDirector
GrantClass A Common Stock 9,260 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-024668 · wf-form4_163892841674542.xml · nonDerivative · entry 1

Liu Ying · CIK 0001891182 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,260

F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vest in twelve equal quarterly installments beginning on February 15, 2022, subject to the Reporting Person continuing in service on the Issuer's board of directors through such vesting date. Each RSU represents a contingent right to receive one share of Class A common stock.

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November 15, 2021 Filed Dec 8, 2021 01:55 UTC
Pao EllenDirector
GrantClass A Common Stock 9,260 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-024671 · wf-form4_163892850472649.xml · nonDerivative · entry 1

Pao Ellen · CIK 0001892081 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,260

F1 · shares: Reflects an award of restricted stock units ("RSUs") pursuant to the Non-Employee Director Compensation Program, which vest in twelve equal quarterly installments beginning on February 15, 2022, subject to the Reporting Person continuing in service on the Issuer's board of directors through such vesting date. Each RSU represents a contingent right to receive one share of Class A common stock.

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November 09, 2021 Filed Nov 11, 2021 01:16 UTC OtherClass A Common Stock 0 Not disclosed Not disclosed
Disclosure

SEC source: 0001892711-21-000001 · primary_doc.xml · nonDerivative · entry 1

Octopus Head, Inc · CIK 0001892711 · 10% owner

415 Foundation · CIK 0001893014 · 10% owner

Stankiewicz Witold · CIK 0001892444 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,516,640

F1 · kind: Transaction Code J - Other: Initial Public Offering (IPO)

F3 · shares: No securities were acquired or disposed of in this transaction

F4 · price: See footnote No. 3.

F2 · ownership.direct: 415 Foundation is the sole stockholder of Octopus Head, Inc., and in such capacity may be deemed to share voting and investment power over such shares. Witold Stankiewicz is the sole director of Octopus Head, Inc. and the controlling person of 415 Foundation, and in such capacity may be deemed to share voting and investment power over such shares.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.