Key facts
- This page summarizes OpenView Management, LLC's Form 4 filing for Expensify, Inc. (EXFY).
- 2 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 03 Aug 2023, 16:48.
OpenView Management, LLC - 01 Aug 2023 Form 4 Insider Report for Expensify, Inc. (EXFY)
- Reporting relationship
- 10%+ Owner
- Issuer ticker
- EXFY
- Reported as of
- 01 Aug 2023
- Net transaction value
- -$61,269,925
- SEC form
- 4
- Accepted by SEC
- 03 Aug 2023, 16:48:20 UTC
- Prior SEC filing
- 17 Nov 2021
- Source filing
- View source filing
- Reporting owner signature
- /s/ Dana O'Brien, General Counsel and Chief Compliance Officer of OpenView Management, LLC
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
OpenView Management, LLC filed Form 4 for Expensify, Inc. (EXFY) on 03 Aug 2023.
Change
- Previous filing in this sequence was filed on 17 Nov 2021.
- Current net transaction value: -$61,269,925.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
EXFY
transaction
Class A Common Stock
Sale
- Transaction value
- $59,330,369
- Shares
- -9,726,290
- Change %
- -100%
- Price
- $6.10
- Shares after
- 0
- Date
- 01 Aug 2023
- Ownership
- By OpenView Venture Partners IV, L.P.
- Footnotes
- F1
EXFY
transaction
Class A Common Stock
Sale
- Transaction value
- $1,939,556
- Shares
- -317,960
- Change %
- -100%
- Price
- $6.10
- Shares after
- 0
- Date
- 01 Aug 2023
- Ownership
- By OpenView Affiliates Fund IV, L.P.
- Footnotes
- F2
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Section 16 status
OpenView Management, LLC is no longer subject to Section 16 filing requirements. Form 4 or Form 5 obligations may still apply in specific circumstances.
Explanation of responses 2 footnotes
Footnote F1
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.
Footnote F2
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.