SHAWN T. CAROLAN - 11 Jun 2025 Form 3 Insider Report for Chime Financial, Inc. (CHYM)

Role
Director
Signature
/s/ Theresa Bloom, by power of attorney
Issuer symbol
CHYM
Transactions as of
11 Jun 2025
Transactions value $
$0
Form type
3
Filing time
11 Jun 2025, 20:58:47 UTC
Next filing
13 Jun 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
CAROLAN SHAWN T Director C/O CHIME FINANCIAL, INC., 101 CALIFORNIA STREET, SUITE 500, SAN FRANCISCO /s/ Theresa Bloom, by power of attorney 11 Jun 2025 0001376066

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
holding CHYM Series C Preferred Stock 11 Jun 2025 Common Stock 15.5M See footnote F1, F2, F3
holding CHYM Series D Preferred Stock 11 Jun 2025 Common Stock 1.34M See footnote F3, F4, F5
holding CHYM Series E Preferred Stock 11 Jun 2025 Common Stock 579K See footnote F3, F6, F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Each share of Series C Preferred Stock will automatically convert into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO") and has no expiration date.
F2 These shares are held as follows: (i) 8,331,960 shares held by Menlo Inflection I, L.P. ("Menlo Inflection I"); (ii) 6,865,680 shares held by Menlo Ventures XIV, L.P. ("Menlo Ventures XIV"); (iii) 135,470 shares held by MMSOP, L.P. ("MMSOP" and, collectively with Menlo Inflection I, the "Menlo Inflection I Funds"); (iv) 102,310 shares held by MMEF XIV, L.P. ("MMEF XIV"); and (v) 88,200 shares held by Menlo Entrepreneurs Fund XIV, L.P. ("Menlo Entrepreneurs Fund XIV" and together with Menlo Ventures XIV and MMEF XIV, the "Menlo XIV Funds").
F3 The Reporting Person is a managing member of each of: (i) MSOP GP, L.L.C., the general partner of the Menlo Inflection I Funds; (ii) MV Management XIV, L.L.C., the general partner of the Menlo XIV Funds; and (iii) MSOP GP II, L.L.C., the general partner of the Menlo Inflection II Funds (as defined herein). The Reporting Person disclaims beneficial ownership of the shares reported herein except to the extent of his pecuniary interest therein.
F4 Each share of Series D Preferred Stock shall automatically convert into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and has no expiration date.
F5 These shares are held as follows: (i) 1,318,350 shares held by Menlo Inflection I; and (ii) 21,430 shares held by MMSOP.
F6 Each share of Series E Preferred Stock shall automatically convert into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and has no expiration date.
F7 These shares are held as follows: (i) 569,755 shares held by Menlo Inflection II, L.P. ("Menlo Inflection II"); (ii) 5,793 shares held by MM Inflection, L.P. ("MM Inflection"); and (iii) 3,765 shares held by Menlo Entrepreneurs Inflection Fund, L.P. ("Menlo Entrepreneurs Inflection Fund" and, together with Menlo Inflection II and MM Inflection, the "Menlo Inflection II Funds").

Remarks:

Exhibit 24 - Power of Attorney