Filing Details
- Accession Number:
- 0001628280-21-023628
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2021-11-16 19:37:57
- Reporting Period:
- 2021-11-15
- Accepted Time:
- 2021-11-16 19:37:57
- SEC Url:
- Form 4 Filing
Issuer
| Cik | Name | Symbol | Sector (SIC) | IRS No |
|---|---|---|---|---|
| 1476840 | Expensify Inc. | [EXFY] | Services-Prepackaged Software (7372) | 270239450 |
Insiders
| Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
|---|---|---|---|---|---|---|---|
| 1892193 | Iii B G James Demartini | Three Lagoon Dr., Suite 400 Redwood City CA 94065 | No | No | Yes | No | |
| 1892240 | Unameit Trust Under Declaration Of Trust Dated March 10, 2000 | Three Lagoon Dr., Suite 400 Redwood City CA 94065 | No | No | Yes | No | |
| 1892243 | Hillsven Llc | Three Lagoon Dr., Suite 400 Redwood City CA 94065 | No | No | Yes | No | |
| 1892268 | Fbhr Associates Llc | Three Lagoon Dr., Suite 400 Redwood City CA 94065 | No | No | Yes | No |
Reported Non-Derivative Transactions
| Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|---|---|---|---|---|---|
| Class A Common Stock | Acquisiton | 2021-11-15 | 11,148,320 | $0.00 | 11,148,320 | No | 4 | C | Direct | |
| Class A Common Stock | Disposition | 2021-11-15 | 2,102,170 | $25.11 | 9,046,150 | No | 4 | S | Direct |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | C | Direct | |
| No | 4 | S | Direct |
Reported Derivative Transactions
| Sec. Name | Sec. Type | Acquisiton - Disposition | Date | Amount | Price | Amount - 2 | Price - 2 |
|---|---|---|---|---|---|---|---|
| Class A Common Stock | Series A Convertible Preferred Stock | Disposition | 2021-11-15 | 665,953 | $0.00 | 6,659,530 | $0.00 |
| Class A Common Stock | Series B Convertible Preferred Stock | Disposition | 2021-11-15 | 327,028 | $0.00 | 3,270,280 | $0.00 |
| Class A Common Stock | Series B-1 Convertible Preferred Stock | Disposition | 2021-11-15 | 48,710 | $0.00 | 487,100 | $0.00 |
| Class A Common Stock | Series C Convertible Preferred Stock | Disposition | 2021-11-15 | 73,141 | $0.00 | 731,410 | $0.00 |
| Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
|---|---|---|---|---|---|---|
| 0 | No | 4 | C | Direct | ||
| 0 | No | 4 | C | Direct | ||
| 0 | No | 4 | C | Direct | ||
| 0 | No | 4 | C | Direct |
Footnotes
- FBHR Associates, LLC is the manager of Hillsven, LLC and in such capacity may be deemed to share voting and investment power over such securities. James G.B. DeMartini, III, as trustee of Unameit Trust, is the manager of FBHR Associates, LLC, and in such capacity may be deemed to share voting and investment power over such securities.
- 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.
Billionaire Hedge Funds
