David Martirano - 09 Nov 2021 Form 3 Insider Report for Expensify, Inc. (EXFY)

Role
10%+ Owner
Signature
/s/ David Martirano
Issuer symbol
EXFY
Transactions as of
09 Nov 2021
Net transactions value
$0
Form type
3
Filing time
09 Nov 2021, 17:45:32 UTC
Next filing
16 Nov 2021
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding EXFY Class A Common Stock 5,400 09 Nov 2021 See note F1
holding EXFY Class A Common Stock 1,190 09 Nov 2021 See note F2
holding EXFY Class A Common Stock 15,290 09 Nov 2021 See note F3

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 EXFY Series B Convertible Preferred Stock 09 Nov 2021 Class A Common Stock 203,950 See note F1, F4
holding EXFY Series B Convertible Preferred Stock 09 Nov 2021 Class A Common Stock 2,781,080 See note F4, F5
holding EXFY Series B Convertible Preferred Stock 09 Nov 2021 Class A Common Stock 1,019,740 See note F4, F6
holding EXFY Series B-1 Convertible Preferred Stock 09 Nov 2021 Class A Common Stock 144,240 See note F4, F7
holding EXFY Series B-1 Convertible Preferred Stock 09 Nov 2021 Class A Common Stock 5,930 See note F1, F4
holding EXFY Series B-1 Convertible Preferred Stock 09 Nov 2021 Class A Common Stock 80,750 See note F4, F5
holding EXFY Series B-1 Convertible Preferred Stock 09 Nov 2021 Class A Common Stock 310,390 See note F2, F4
holding EXFY Series B-1 Convertible Preferred Stock 09 Nov 2021 Class A Common Stock 3,990,620 See note F3, F4
holding EXFY Series B-1 Convertible Preferred Stock 09 Nov 2021 Class A Common Stock 29,620 See note F4, F6
holding EXFY Series C Convertible Preferred Stock 09 Nov 2021 Class A Common Stock 14,910 See note F1, F4
holding EXFY Series C Convertible Preferred Stock 09 Nov 2021 Class A Common Stock 203,400 See note F4, F5
holding EXFY Series C Convertible Preferred Stock 09 Nov 2021 Class A Common Stock 22,060 See note F2, F4
holding EXFY Series C Convertible Preferred Stock 09 Nov 2021 Class A Common Stock 283,600 See note F3, F4
holding EXFY Series C Convertible Preferred Stock 09 Nov 2021 Class A Common Stock 74,560 See note F4, F6
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 By PJC-DV II LLC ("DV II"). David Martirano is the Manager of DV II and in such capacity may be deemed to beneficially own such securities.
F2 By Point Judith Venture Fund III, L.P. ("Fund III"). Point Judith Capital Partners III LLC ("Partners III") is the general partner of Fund III. Mr. Martirano is the manager of Partners III, and in such capacity may be deemed to beneficially own such securities.
F3 By Point Judith Venture Fund III (QP), L.P. ("Fund III (QP)"). Partners III is the general partner of Fund III (QP). Mr. Martirano is the manager of Partners III and in such capacity may be deemed to beneficially own such securities.
F4 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 has no expiration date. The number of underlying shares of common stock reported in Column 3 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 will convert automatically upon closing of the Issuer's initial public offering.
F5 By PJC-DV LLC ("DV"). DMM SPV Management LLC ("DMM") is the manager of DV. Mr. Martirano is the manager of DMM and in such capacity may be deemed to beneficially own such securities.
F6 By Point Judith Venture Fund IV, L.P. ("Fund IV"). Point Judith Capital Partners IV LLC ("Partners IV") is the general partner of Fund IV. Mr. Martirano is the manager of Partners IV, and in such capacity may be deemed to beneficially own such securities.
F7 By MKC Holdings Group LLC ("MKC"). Mr. Martirano is the manager of MKC and in such capacity may be deemed to beneficially own such securities.