Expensify, Inc. — Director's Dealing 2021

Nov 10, 2021

SEC Form 3 — Initial Statement of Beneficial Ownership

Issuer: Expensify, Inc. (EXFY)
CIK: 0001476840
Period of Report: 2021-11-09

Reporting Person: OpenView Management, LLC (10% Owner)
Reporting Person: OpenView General Partner IV, L.P. (10% Owner)
Reporting Person: OpenView Venture Partners IV, L.P. (10% Owner)
Reporting Person: OpenView Affiliates Fund IV, L.P. (10% Owner)

Holdings (Non-Derivative)

Security	Shares	Ownership
Class A Common Stock	30500	Indirect
Class A Common Stock	1000	Indirect

Holdings (Derivative)

Security	Exercise Price	Expiration	Underlying	Shares	Ownership
Series B Convertible Preferred Stock	$		Class A Common Stock (3590720)		Indirect
Series B Convertible Preferred Stock	$		Class A Common Stock (117390)		Indirect
Series B-1 Convertible Preferred Stock	$		Class A Common Stock (222460)		Indirect
Series B-1 Convertible Preferred Stock	$		Class A Common Stock (7270)		Indirect
Series C Convertible Preferred Stock	$		Class A Common Stock (8668280)		Indirect
Series C Convertible Preferred Stock	$		Class A Common Stock (283370)		Indirect

Footnotes

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.

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.

F3: 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.