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