organization · Reporting owner
OpenView General Partner IV, L.P.
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Expensify, Inc.
Report date August 01, 2023 · Filed August 03, 2023
Jointly reported with OpenView Management, LLC, OpenView Venture Partners IV, L.P., OpenView Affiliates Fund IV, L.P.
Section 16 reporting ended · disclosed 2023-08-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy OpenView Venture Partners IV, L.P. | 0 |
Reported balance
After 2023-08-01 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2023-08-01 · Sale · Disposed 9,726,290 · Balance 0 F1: The securities are held by OpenView Venture Partners IV, L.P. ("OVP IV LP"). OpenView Management, LLC ("OVM LLC") is the general partner of OpenView General Partner IV, L.P. ("OGP IV LP"), which is the general partner of OVP IV LP. Each of OVM LLC and OGP IV LP disclaims beneficial ownership of all the shares held by OVP IV LP except to the extent, if any, of its pecuniary interest therein and this report shall not be deemed an admission that it is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy OpenView Affiliates Fund IV, L.P. | 0 |
Reported balance
After 2023-08-01 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2023-08-01 · Sale · Disposed 317,960 · Balance 0 F2: The securities are held by OpenView Affiliates Fund IV, L.P. ("OAF IV LP"). OGP IV LP is the general partner of OAF IV LP. Each of OVM LLC and OGP IV LP disclaims beneficial ownership of all the shares held by OAF IV LP except to the extent, if any, of its pecuniary interest therein and this report shall not be deemed an admission that it is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: The securities are held by OpenView Venture Partners IV, L.P. ("OVP IV LP"). OpenView Management, LLC ("OVM LLC") is the general partner of OpenView General Partner IV, L.P. ("OGP IV LP"), which is the general partner of OVP IV LP. Each of OVM LLC and OGP IV LP disclaims beneficial ownership of all the shares held by OVP IV LP except to the extent, if any, of its pecuniary interest therein and this report shall not be deemed an admission that it is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.
F2: The securities are held by OpenView Affiliates Fund IV, L.P. ("OAF IV LP"). OGP IV LP is the general partner of OAF IV LP. Each of OVM LLC and OGP IV LP disclaims beneficial ownership of all the shares held by OAF IV LP except to the extent, if any, of its pecuniary interest therein and this report shall not be deemed an admission that it is a beneficial owner of such securities for the purpose of Section 16 of the Exchange Act, or for any other purpose.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 01, 2023 Filed Aug 3, 2023 20:48 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 317,960 | $6.10 | $1,939,556.00 |
DisclosureSEC source: 0000950170-23-038108 · ownership.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: No plan indicated Ownership: Indirect · By OpenView Affiliates Fund IV, L.P. Disclosed balance after: 0 F2 · 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 |
| August 01, 2023 Filed Aug 3, 2023 20:48 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 9,726,290 | $6.10 | $59,330,369.00 |
DisclosureSEC source: 0000950170-23-038108 · ownership.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: No plan indicated Ownership: Indirect · By OpenView Venture Partners IV, L.P. Disclosed balance after: 0 F1 · 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 | Expensify, Inc. EXFY · Entity 6208 | ConversionSeries C Convertible Preferred Stock · Derivative | 28,337 | $0.00 | $0.00 |
DisclosureSEC 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 | Expensify, Inc. EXFY · Entity 6208 | ConversionSeries C Convertible Preferred Stock · Derivative | 866,828 | $0.00 | $0.00 |
DisclosureSEC 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 | Expensify, Inc. EXFY · Entity 6208 | ConversionSeries B-1 Convertible Preferred Stock · Derivative | 727 | $0.00 | $0.00 |
DisclosureSEC 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 | Expensify, Inc. EXFY · Entity 6208 | ConversionSeries B-1 Convertible Preferred Stock · Derivative | 22,246 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 22:01 UTC | Expensify, Inc. EXFY · Entity 6208 | ConversionSeries B Convertible Preferred Stock · Derivative | 11,739 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 22:01 UTC | Expensify, Inc. EXFY · Entity 6208 | ConversionSeries B Convertible Preferred Stock · Derivative | 359,072 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 22:01 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 91,070 | $25.11 | $2,286,767.70 |
DisclosureSEC 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. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 22:01 UTC | Expensify, Inc. EXFY · Entity 6208 | SaleClass A Common Stock | 2,785,670 | $25.11 | $69,948,173.70 |
DisclosureSEC 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. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 22:01 UTC | Expensify, Inc. EXFY · Entity 6208 | ConversionClass A Common Stock | 408,030 | Not disclosed | Not disclosed |
DisclosureSEC 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. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 22:01 UTC | Expensify, Inc. EXFY · Entity 6208 | ConversionClass A Common Stock | 12,481,460 | Not disclosed | Not disclosed |
DisclosureSEC 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. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.