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 November 09, 2021 · Filed November 11, 2021
Jointly reported with Octopus Head, Inc, 415 Foundation
Section 16 reporting ended · disclosed 2021-11-11. 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 | Direct | 6,516,640 |
Reported balance
After 2021-11-09 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2021-11-09 · Other · Acquired 0 · Balance 6,516,640 F1: Transaction Code J - Other: Initial Public Offering (IPO) F3: No securities were acquired or disposed of in this transaction F4: See footnote No. 3. F2: 415 Foundation is the sole stockholder of Octopus Head, Inc., and in such capacity may be deemed to share voting and investment power over such shares. Witold Stankiewicz is the sole director of Octopus Head, Inc. and the controlling person of 415 Foundation, and in such capacity may be deemed to share voting and investment power over such shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Transaction Code J - Other: Initial Public Offering (IPO)
F2: 415 Foundation is the sole stockholder of Octopus Head, Inc., and in such capacity may be deemed to share voting and investment power over such shares. Witold Stankiewicz is the sole director of Octopus Head, Inc. and the controlling person of 415 Foundation, and in such capacity may be deemed to share voting and investment power over such shares.
F3: No securities were acquired or disposed of in this transaction
F4: See footnote No. 3.
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 |
|---|---|---|---|---|---|---|
| November 09, 2021 Filed Nov 11, 2021 01:16 UTC | Expensify, Inc. EXFY · Entity 6208 | OtherClass A Common Stock | 0 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001892711-21-000001 · primary_doc.xml · nonDerivative · entry 1 Octopus Head, Inc · CIK 0001892711 · 10% owner 415 Foundation · CIK 0001893014 · 10% owner Stankiewicz Witold · CIK 0001892444 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,516,640 F1 · kind: Transaction Code J - Other: Initial Public Offering (IPO) F3 · shares: No securities were acquired or disposed of in this transaction F4 · price: See footnote No. 3. F2 · ownership.direct: 415 Foundation is the sole stockholder of Octopus Head, Inc., and in such capacity may be deemed to share voting and investment power over such shares. Witold Stankiewicz is the sole director of Octopus Head, Inc. and the controlling person of 415 Foundation, and in such capacity may be deemed to share voting and investment power over such shares. 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.