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.
Expensify, Inc.
Report date June 03, 2022 · Filed June 06, 2022
Section 16 reporting ended · disclosed 2022-06-06. 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 | IndirectSee note | 429,544 |
Reported balance
After 2022-06-03 transaction · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · 2022-06-03 · Other · Disposed 1,915,646 · Balance 429,544 F4: Represents shares held by members of PJC-DV LLC ("DV"). On June 3, 2022, DV made a pro rata distribution for no consideration of 2,345,190 shares to its members, consisting of a third party unrelated to the Reporting Person and DMM SPV Management LLC ("DMM"), who received 1,915,646 and 429,544 shares, respectively. The Reporting Person is the manager of DMM and in such capacity may be deemed to beneficially own the shares held by DMM. After giving effect to the distribution, DV no longer held any shares of the issuer. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee note | 230,140 |
Reported balance
Holding disclosure · report date 2022-06-03 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 230,140 F1: Represents shares held by PJC-DV II LLC ("DV II"). David Martirano (the "Reporting Person") is the Manager of DV II and in such capacity may be deemed to beneficially own such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee note | 255,270 |
Reported balance
Holding disclosure · report date 2022-06-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 255,270 F2: Represents shares held 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. The Reporting Person is the manager of Partners III, and in such capacity may be deemed to beneficially own such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee note | 3,281,880 |
Reported balance
Holding disclosure · report date 2022-06-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,281,880 F3: Represents shares held by Point Judith Venture Fund III (QP), L.P. ("Fund III (QP)"). Partners III is the general partner of Fund III (QP). The Reporting Person is the manager of Partners III and in such capacity may be deemed to beneficially own such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee note | 922,000 |
Reported balance
Holding disclosure · report date 2022-06-03 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 922,000 F5: Represents shares held 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. The Reporting Person is the manager of Partners IV, and in such capacity may be deemed to beneficially own such shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee note | 110,360 |
Reported balance
Holding disclosure · report date 2022-06-03 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 110,360 F6: Represents shares held by MKC Holdings Group LLC ("MKC"). The Reporting Person is the manager of MKC and in such capacity may be deemed to beneficially own such shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares held by PJC-DV II LLC ("DV II"). David Martirano (the "Reporting Person") is the Manager of DV II and in such capacity may be deemed to beneficially own such shares.
F2: Represents shares held 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. The Reporting Person is the manager of Partners III, and in such capacity may be deemed to beneficially own such shares.
F3: Represents shares held by Point Judith Venture Fund III (QP), L.P. ("Fund III (QP)"). Partners III is the general partner of Fund III (QP). The Reporting Person is the manager of Partners III and in such capacity may be deemed to beneficially own such shares.
F4: Represents shares held by members of PJC-DV LLC ("DV"). On June 3, 2022, DV made a pro rata distribution for no consideration of 2,345,190 shares to its members, consisting of a third party unrelated to the Reporting Person and DMM SPV Management LLC ("DMM"), who received 1,915,646 and 429,544 shares, respectively. The Reporting Person is the manager of DMM and in such capacity may be deemed to beneficially own the shares held by DMM. After giving effect to the distribution, DV no longer held any shares of the issuer.
F5: Represents shares held 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. The Reporting Person is the manager of Partners IV, and in such capacity may be deemed to beneficially own such shares.
F6: Represents shares held by MKC Holdings Group LLC ("MKC"). The Reporting Person is the manager of MKC and in such capacity may be deemed to beneficially own such shares.
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 |
|---|---|---|---|---|---|---|
| June 03, 2022 Filed Jun 6, 2022 22:50 UTC | Expensify, Inc. EXFY · Entity 6208 | OtherClass A Common Stock | 1,915,646 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-022038 · form4.xml · nonDerivative · entry 4 Martirano David · CIK 0001892188 · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 429,544 F4 · kind: Represents shares held by members of PJC-DV LLC ("DV"). On June 3, 2022, DV made a pro rata distribution for no consideration of 2,345,190 shares to its members, consisting of a third party unrelated to the Reporting Person and DMM SPV Management LLC ("DMM"), who received 1,915,646 and 429,544 shares, respectively. The Reporting Person is the manager of DMM and in such capacity may be deemed to beneficially own the shares held by DMM. After giving effect to the distribution, DV no longer held any shares of the issuer. F4 · ownership.nature: Represents shares held by members of PJC-DV LLC ("DV"). On June 3, 2022, DV made a pro rata distribution for no consideration of 2,345,190 shares to its members, consisting of a third party unrelated to the Reporting Person and DMM SPV Management LLC ("DMM"), who received 1,915,646 and 429,544 shares, respectively. The Reporting Person is the manager of DMM and in such capacity may be deemed to beneficially own the shares held by DMM. After giving effect to the distribution, DV no longer held any shares of the issuer. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 00:38 UTC | Expensify, Inc. [EXFY] · Entity 6208 | ConversionSeries C Convertible Preferred Stock · Derivative | 7,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · derivative · entry 26 Martirano David · CIK 0001892188 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 0 Underlying: Class A Common Stock · 74,560 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_price: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · shares: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.exercise_date: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.expiration_date: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.underlying_shares: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F5 · ownership.nature: By Point Judith Venture Fund IV, L.P. ("Fund IV"). Point Judith Capital Partners IV LLC ("Partners IV") is the general partner of Fund IV. Mr. Martirano is the manager of Partners IV, and in such capacity may be deemed to beneficially own such securities. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 00:38 UTC | Expensify, Inc. [EXFY] · Entity 6208 | ConversionSeries C Convertible Preferred Stock · Derivative | 28,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · derivative · entry 25 Martirano David · CIK 0001892188 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 0 Underlying: Class A Common Stock · 283,600 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_price: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · shares: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.exercise_date: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.expiration_date: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.underlying_shares: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F3 · ownership.nature: By Point Judith Venture Fund III (QP), L.P. ("Fund III (QP)"). Partners III is the general partner of Fund III (QP). Mr. Martirano is the manager of Partners III and in such capacity may be deemed to beneficially own such securities. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 00:38 UTC | Expensify, Inc. [EXFY] · Entity 6208 | ConversionSeries C Convertible Preferred Stock · Derivative | 2,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · derivative · entry 24 Martirano David · CIK 0001892188 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 0 Underlying: Class A Common Stock · 22,060 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_price: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · shares: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.exercise_date: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.expiration_date: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.underlying_shares: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F2 · ownership.nature: By Point Judith Venture Fund III, L.P. ("Fund III"). Point Judith Capital Partners III LLC ("Partners III") is the general partner of Fund III. Mr. Martirano is the manager of Partners III, and in such capacity may be deemed to beneficially own such securities. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 00:38 UTC | Expensify, Inc. [EXFY] · Entity 6208 | ConversionSeries C Convertible Preferred Stock · Derivative | 20,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · derivative · entry 23 Martirano David · CIK 0001892188 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 0 Underlying: Class A Common Stock · 203,400 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_price: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · shares: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.exercise_date: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.expiration_date: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.underlying_shares: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F4 · ownership.nature: By PJC-DV LLC ("DV"). DMM SPV Management LLC ("DMM") is the manager of DV. Mr. Martirano is the manager of DMM and in such capacity may be deemed to beneficially own such securities. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 00:38 UTC | Expensify, Inc. [EXFY] · Entity 6208 | ConversionSeries C Convertible Preferred Stock · Derivative | 1,491 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · derivative · entry 22 Martirano David · CIK 0001892188 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 0 Underlying: Class A Common Stock · 14,910 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_price: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · shares: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.exercise_date: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.expiration_date: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.underlying_shares: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F1 · ownership.nature: By PJC-DV II LLC ("DV II"). David Martirano is the Manager of DV II and in such capacity may be deemed to beneficially own such securities. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 00:38 UTC | Expensify, Inc. [EXFY] · Entity 6208 | ConversionSeries B-1 Convertible Preferred Stock · Derivative | 2,962 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · derivative · entry 21 Martirano David · CIK 0001892188 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 0 Underlying: Class A Common Stock · 29,620 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_price: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · shares: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.exercise_date: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.expiration_date: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.underlying_shares: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F5 · ownership.nature: By Point Judith Venture Fund IV, L.P. ("Fund IV"). Point Judith Capital Partners IV LLC ("Partners IV") is the general partner of Fund IV. Mr. Martirano is the manager of Partners IV, and in such capacity may be deemed to beneficially own such securities. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 00:38 UTC | Expensify, Inc. [EXFY] · Entity 6208 | ConversionSeries B-1 Convertible Preferred Stock · Derivative | 399,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · derivative · entry 20 Martirano David · CIK 0001892188 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 0 Underlying: Class A Common Stock · 3,990,620 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_price: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · shares: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.exercise_date: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.expiration_date: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.underlying_shares: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F3 · ownership.nature: By Point Judith Venture Fund III (QP), L.P. ("Fund III (QP)"). Partners III is the general partner of Fund III (QP). Mr. Martirano is the manager of Partners III and in such capacity may be deemed to beneficially own such securities. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 00:38 UTC | Expensify, Inc. [EXFY] · Entity 6208 | ConversionSeries B-1 Convertible Preferred Stock · Derivative | 31,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · derivative · entry 19 Martirano David · CIK 0001892188 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 0 Underlying: Class A Common Stock · 310,390 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_price: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · shares: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.exercise_date: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.expiration_date: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.underlying_shares: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F2 · ownership.nature: By Point Judith Venture Fund III, L.P. ("Fund III"). Point Judith Capital Partners III LLC ("Partners III") is the general partner of Fund III. Mr. Martirano is the manager of Partners III, and in such capacity may be deemed to beneficially own such securities. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 00:38 UTC | Expensify, Inc. [EXFY] · Entity 6208 | ConversionSeries B-1 Convertible Preferred Stock · Derivative | 8,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-023629 · wf-form4_163710947935804.xml · derivative · entry 18 Martirano David · CIK 0001892188 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See note Disclosed balance after: 0 Underlying: Class A Common Stock · 80,750 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_price: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · shares: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.exercise_date: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.expiration_date: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.underlying: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F7 · derivative.underlying_shares: Each share of Convertible Preferred Stock automatically converted on a one-for-ten basis (after giving effect to a 10-for-1 forward stock split effective as of October 27, 2021) upon the closing of the Issuer's initial public offering. F4 · ownership.nature: By PJC-DV LLC ("DV"). DMM SPV Management LLC ("DMM") is the manager of DV. Mr. Martirano is the manager of DMM and in such capacity may be deemed to beneficially own such securities. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 00:38 UTC | Expensify, Inc. [EXFY] · Entity 6208 | ConversionSeries B-1 Convertible Preferred Stock · Derivative | 593 | $0.00 | $0.00 |
DisclosureSEC 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 | Expensify, Inc. [EXFY] · Entity 6208 | ConversionSeries B-1 Convertible Preferred Stock · Derivative | 14,424 | $0.00 | $0.00 |
DisclosureSEC 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 | Expensify, Inc. [EXFY] · Entity 6208 | ConversionSeries B Convertible Preferred Stock · Derivative | 101,974 | $0.00 | $0.00 |
DisclosureSEC 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 | Expensify, Inc. [EXFY] · Entity 6208 | ConversionSeries B Convertible Preferred Stock · Derivative | 278,108 | $0.00 | $0.00 |
DisclosureSEC 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 | Expensify, Inc. [EXFY] · Entity 6208 | ConversionSeries B Convertible Preferred Stock · Derivative | 20,395 | $0.00 | $0.00 |
DisclosureSEC 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 | Expensify, Inc. [EXFY] · Entity 6208 | SaleClass A Common Stock | 33,880 | $25.11 | $850,726.80 |
DisclosureSEC 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 | Expensify, Inc. [EXFY] · Entity 6208 | SaleClass A Common Stock | 201,920 | $25.11 | $5,070,211.20 |
DisclosureSEC 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 | Expensify, Inc. [EXFY] · Entity 6208 | SaleClass A Common Stock | 720,040 | $25.11 | $18,080,204.40 |
DisclosureSEC 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 | Expensify, Inc. [EXFY] · Entity 6208 | SaleClass A Common Stock | 1,007,630 | $25.11 | $25,301,589.30 |
DisclosureSEC 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 | Expensify, Inc. [EXFY] · Entity 6208 | SaleClass A Common Stock | 78,370 | $25.11 | $1,967,870.70 |
DisclosureSEC 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 | Expensify, Inc. [EXFY] · Entity 6208 | SaleClass A Common Stock | 50 | $25.11 | $1,255.50 |
DisclosureSEC 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 | Expensify, Inc. [EXFY] · Entity 6208 | ConversionClass A Common Stock | 144,240 | $0.00 | $0.00 |
DisclosureSEC 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 | Expensify, Inc. [EXFY] · Entity 6208 | ConversionClass A Common Stock | 1,123,920 | $0.00 | $0.00 |
DisclosureSEC 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 | Expensify, Inc. [EXFY] · Entity 6208 | ConversionClass A Common Stock | 3,065,230 | $0.00 | $0.00 |
DisclosureSEC 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 | Expensify, Inc. [EXFY] · Entity 6208 | ConversionClass A Common Stock | 4,274,220 | $0.00 | $0.00 |
DisclosureSEC 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 | Expensify, Inc. [EXFY] · Entity 6208 | ConversionClass A Common Stock | 332,450 | $0.00 | $0.00 |
DisclosureSEC 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 | Expensify, Inc. [EXFY] · Entity 6208 | ConversionClass A Common Stock | 224,790 | $0.00 | $0.00 |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.