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OpenView Affiliates Fund IV, L.P.

Disclosed activity across 1 company

Tapewire entity
110879
SEC CIK
0001618728

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Reported 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.

Section 16 reporting ended · disclosed 2023-08-03. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeIndirectBy 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 row

Row 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-derivativeIndirectBy 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 row

Row 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

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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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
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 Expensify, Inc. EXFY · Entity 6208 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 Expensify, Inc. EXFY · Entity 6208 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 Expensify, Inc. EXFY · Entity 6208 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.

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
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.

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
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.

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
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.

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
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.

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
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.

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