0000950170-23-038108.txt : 20230803 0000950170-23-038108.hdr.sgml : 20230803 20230803164820 ACCESSION NUMBER: 0000950170-23-038108 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20230801 FILED AS OF DATE: 20230803 DATE AS OF CHANGE: 20230803 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: OpenView Affiliates Fund IV, L.P. CENTRAL INDEX KEY: 0001618728 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-41043 FILM NUMBER: 231140893 BUSINESS ADDRESS: STREET 1: C/O OPENVIEW VENTURE PARTNERS STREET 2: 303 CONGRESS STREET, 7TH FLOOR CITY: BOSTON STATE: MA ZIP: 02210 BUSINESS PHONE: 617-478-7500 MAIL ADDRESS: STREET 1: C/O OPENVIEW VENTURE PARTNERS STREET 2: 303 CONGRESS STREET, 7TH FLOOR CITY: BOSTON STATE: MA ZIP: 02210 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: OpenView Venture Partners IV, L.P. CENTRAL INDEX KEY: 0001616720 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-41043 FILM NUMBER: 231140894 BUSINESS ADDRESS: STREET 1: C/O OPENVIEW VENTURE PARTNERS STREET 2: 303 CONGRESS STREET, 7TH FLOOR CITY: BOSTON STATE: MA ZIP: 02210 BUSINESS PHONE: 617-478-7500 MAIL ADDRESS: STREET 1: C/O OPENVIEW VENTURE PARTNERS STREET 2: 303 CONGRESS STREET, 7TH FLOOR CITY: BOSTON STATE: MA ZIP: 02210 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: OpenView Management, LLC CENTRAL INDEX KEY: 0001658115 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-41043 FILM NUMBER: 231140896 BUSINESS ADDRESS: STREET 1: C/O OPENVIEW VENTURE PARTNERS STREET 2: 303 CONGRESS STREET, 6TH FLOOR CITY: BOSTON STATE: MA ZIP: 02210 BUSINESS PHONE: 617-478-7500 MAIL ADDRESS: STREET 1: C/O OPENVIEW VENTURE PARTNERS STREET 2: 303 CONGRESS STREET, 6TH FLOOR CITY: BOSTON STATE: MA ZIP: 02210 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: OpenView General Partner IV, L.P. CENTRAL INDEX KEY: 0001658111 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-41043 FILM NUMBER: 231140895 BUSINESS ADDRESS: STREET 1: C/O OPENVIEW VENTURE PARTNERS STREET 2: 303 CONGRESS STREET, 7TH FLOOR CITY: BOSTON STATE: MA ZIP: 02210 BUSINESS PHONE: 617-478-7500 MAIL ADDRESS: STREET 1: C/O OPENVIEW VENTURE PARTNERS STREET 2: 303 CONGRESS STREET, 7TH FLOOR CITY: BOSTON STATE: MA ZIP: 02210 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: Expensify, Inc. CENTRAL INDEX KEY: 0001476840 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PREPACKAGED SOFTWARE [7372] IRS NUMBER: 270239450 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 401 SW 5TH AVENUE CITY: PORTLAND STATE: OR ZIP: 97204 BUSINESS PHONE: (520) 271-0858 MAIL ADDRESS: STREET 1: 401 SW 5TH AVENUE CITY: PORTLAND STATE: OR ZIP: 97204 4 1 ownership.xml 4 X0508 4 2023-08-01 true 0001476840 Expensify, Inc. EXFY 0001658115 OpenView Management, LLC 303 CONGRESS STREET, 7TH FLOOR BOSTON MA 02210 false false true false 0001658111 OpenView General Partner IV, L.P. 303 CONGRESS STREET, 7TH FLOOR BOSTON MA 02210 false false true false 0001616720 OpenView Venture Partners IV, L.P. 303 CONGRESS STREET, 7TH FLOOR BOSTON MA 02210 false false true false 0001618728 OpenView Affiliates Fund IV, L.P. 303 CONGRESS STREET, 7TH FLOOR BOSTON MA 02210 false false true false false Class A Common Stock 2023-08-01 4 S false 9726290 6.10 D 0 I By OpenView Venture Partners IV, L.P. Class A Common Stock 2023-08-01 4 S false 317960 6.10 D 0 I By OpenView Affiliates Fund IV, L.P. 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. 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. /s/ Dana O'Brien, General Counsel and Chief Compliance Officer of OpenView Management, LLC 2023-08-03 /s/ Dana O'Brien, General Counsel and Chief Compliance Officer of OpenView Management, LLC, the general partner of OpenView General Partner IV, L.P. 2023-08-03 /s/ Dana O'Brien, General Counsel and Chief Compliance Officer of OpenView Management, LLC, the general partner of OpenView General Partner IV, L.P., the general partner of OpenView Affiliates Fund IV, L.P. 2023-08-03 /s/ Dana O'Brien, General Counsel and Chief Compliance Officer of OpenView Management, LLC, the general partner of OpenView General Partner IV, L.P., the general partner of OpenView Venture Partners IV, L.P. 2023-08-03