0000899243-21-045071.txt : 20211117
0000899243-21-045071.hdr.sgml : 20211117
20211117170100
ACCESSION NUMBER: 0000899243-21-045071
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20211115
FILED AS OF DATE: 20211117
DATE AS OF CHANGE: 20211117
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: OpenView Affiliates Fund IV, L.P.
CENTRAL INDEX KEY: 0001618728
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-41043
FILM NUMBER: 211421338
BUSINESS ADDRESS:
STREET 1: C/O OPENVIEW VENTURE PARTNERS
STREET 2: 303 CONGRESS STREET, 7TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02210
BUSINESS PHONE: 617-478-7500
MAIL ADDRESS:
STREET 1: C/O OPENVIEW VENTURE PARTNERS
STREET 2: 303 CONGRESS STREET, 7TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02210
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: OpenView Venture Partners IV, L.P.
CENTRAL INDEX KEY: 0001616720
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-41043
FILM NUMBER: 211421339
BUSINESS ADDRESS:
STREET 1: C/O OPENVIEW VENTURE PARTNERS
STREET 2: 303 CONGRESS STREET, 7TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02210
BUSINESS PHONE: 617-478-7500
MAIL ADDRESS:
STREET 1: C/O OPENVIEW VENTURE PARTNERS
STREET 2: 303 CONGRESS STREET, 7TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02210
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: OpenView Management, LLC
CENTRAL INDEX KEY: 0001658115
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-41043
FILM NUMBER: 211421341
BUSINESS ADDRESS:
STREET 1: C/O OPENVIEW VENTURE PARTNERS
STREET 2: 303 CONGRESS STREET, 7TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02210
BUSINESS PHONE: 617-478-7500
MAIL ADDRESS:
STREET 1: C/O OPENVIEW VENTURE PARTNERS
STREET 2: 303 CONGRESS STREET, 7TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02210
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: OpenView General Partner IV, L.P.
CENTRAL INDEX KEY: 0001658111
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-41043
FILM NUMBER: 211421340
BUSINESS ADDRESS:
STREET 1: C/O OPENVIEW VENTURE PARTNERS
STREET 2: 303 CONGRESS STREET, 7TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02210
BUSINESS PHONE: 617-478-7500
MAIL ADDRESS:
STREET 1: C/O OPENVIEW VENTURE PARTNERS
STREET 2: 303 CONGRESS STREET, 7TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02210
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: Expensify, Inc.
CENTRAL INDEX KEY: 0001476840
STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PREPACKAGED SOFTWARE [7372]
IRS NUMBER: 270239450
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: 401 SW 5TH AVENUE
CITY: PORTLAND
STATE: OR
ZIP: 97204
BUSINESS PHONE: (520) 271-0858
MAIL ADDRESS:
STREET 1: 401 SW 5TH AVENUE
CITY: PORTLAND
STATE: OR
ZIP: 97204
4
1
doc4.xml
FORM 4 SUBMISSION
X0306
4
2021-11-15
0
0001476840
Expensify, Inc.
EXFY
0001658115
OpenView Management, LLC
303 CONGRESS STREET, 7TH FLOOR
BOSTON
MA
02210
0
0
1
0
0001658111
OpenView General Partner IV, L.P.
303 CONGRESS STREET, 7TH FLOOR
BOSTON
MA
02210
0
0
1
0
0001616720
OpenView Venture Partners IV, L.P.
303 CONGRESS STREET, 7TH FLOOR
BOSTON
MA
02210
0
0
1
0
0001618728
OpenView Affiliates Fund IV, L.P.
303 CONGRESS STREET, 7TH FLOOR
BOSTON
MA
02210
0
0
1
0
Class A Common Stock
2021-11-15
4
C
0
12481460
A
12511960
I
By OpenView Venture Partners IV, L.P.
Class A Common Stock
2021-11-15
4
C
0
408030
A
409030
I
By OpenView Affiliates Fund IV, L.P.
Class A Common Stock
2021-11-15
4
S
0
2785670
25.11
D
9726290
I
By OpenView Venture Partners IV, L.P.
Class A Common Stock
2021-11-15
4
S
0
91070
25.11
D
317960
I
By OpenView Affiliates Fund IV, L.P.
Series B Convertible Preferred Stock
2021-11-15
4
C
0
359072
0.00
D
Class A Common Stock
3590720
0
I
By OpenView Venture Partners IV, L.P.
Series B Convertible Preferred Stock
2021-11-15
4
C
0
11739
0.00
D
Class A Common Stock
117390
0
I
By OpenView Affiliates Fund IV, L.P.
Series B-1 Convertible Preferred Stock
2021-11-15
4
C
0
22246
0.00
D
Class A Common Stock
222460
0
I
By OpenView Venture Partners IV, L.P.
Series B-1 Convertible Preferred Stock
2021-11-15
4
C
0
727
0.00
D
Class A Common Stock
7270
0
I
By OpenView Affiliates Fund IV, L.P.
Series C Convertible Preferred Stock
2021-11-15
4
C
0
866828
0.00
D
Class A Common Stock
8668280
0
I
By OpenView Venture Partners IV, L.P.
Series C Convertible Preferred Stock
2021-11-15
4
C
0
28337
0.00
D
Class A Common Stock
283370
0
I
By OpenView Affiliates Fund IV, L.P.
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.
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.
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.
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.
/s/ Rufus King, Chief Legal Officer of OpenView Management, LLC
2021-11-17
/s/ Rufus King, Chief Legal Officer of OpenView Management, LLC, the general partner of OpenView General Partner IV, L.P
2021-11-17
/s/ Rufus King, Chief Legal Officer of OpenView Management, LLC, the general partner of OpenView General Partner IV, L.P., the general partner of OpenView Affiliates Fund IV, L.P.
2021-11-17
/s/ Rufus King, Chief Legal Officer of OpenView Management, LLC, the general partner of OpenView General Partner IV, L.P., the general partner of OpenView Venture Partners IV, L.P.
2021-11-17