IPO registrations (S-1, F-1) · Registrants
Expensify, Inc.
- SEC CIK
- 1476840 · filings on EDGAR ↗
- Registration
- Form S-1, first filed 2021-10-15, last 2021-11-08; 1 initial registration, 3 amendments
- Outcome
- Final prospectus filed 2021-11-12; declared effective 2021-11-09
- Industry (SIC)
- Services-Prepackaged Software 7372
- Incorporated in
- DE
- Business address
- 88 KEARNY ST, STE 1600, San Francisco, CA 94108
- EIN
- 27-0239450
- Ticker
- EXFY (Nasdaq)
- EDGAR entity type
- operating
- Insiders and CEO pay
- Expensify, Inc. on the corporate pages
Offering terms
- Proposed price range
- $25.00–$27.00 per share (S-1/A filed 2021-11-08)
- Final price
- $27.00 per share, within the range (424B4 filed 2021-11-12, an initial public offering)
- Shares sold
- 9,730,776 (2,608,696 by the company, 7,122,080 by selling holders)
- Gross proceeds
- $262,730,952 before underwriting discounts and any over-allotment option
- Listing
- Nasdaq under the symbol EXFY
- Lead underwriters
- J.P. Morgan (4,184,233 shares); Citigroup (2,140,771 shares); BofA Securities (2,140,771 shares)
- Syndicate
- Piper Sandler (510,866); JMP Securities (462,212); Loop Capital Markets (291,923)
Read from the cover pages of the filings listed under “Prospectus pages read” below; check the document for anything that matters.
On this site
- Business registration: EXPENSIFY, INC. EXACT (EIN (EXACT, as the state registration reports it))
- Business registration: Expensify Inc. Fuzzy (name and state)
- Business registration: Expensify, Inc. Fuzzy (name and state)
- Business registration: Expensify, Inc. Fuzzy (name and state)
- Business registration: EXPENSIFY, INC. Fuzzy (name and state)
- Business registration: EXPENSIFY, INC. Fuzzy (name and state)
- Business registration: EXPENSIFY, INC. Fuzzy (name and state)
- Business registration: EXPENSIFY, INC. Fuzzy (name and state)
- Form 5500 plan sponsor: EXPENSIFY, INC. EXACT (EIN (EXACT))
- SEC filer: Expensify, Inc. EXACT (CIK (EXACT))
Filings 6
| Filed | Form | What it is | Name as filed | EDGAR |
|---|---|---|---|---|
| 2021-10-15 | S-1 | S-1 (registration) | Expensify, Inc. | 0001628280-21-020115 ↗ |
| 2021-10-18 | S-1/A | S-1/A (amendment) | Expensify, Inc. | 0001628280-21-020137 ↗ |
| 2021-11-01 | S-1/A | S-1/A (amendment) | Expensify, Inc. | 0001628280-21-020900 ↗ |
| 2021-11-08 | S-1/A | S-1/A (amendment) | Expensify, Inc. | 0001628280-21-022126 ↗ |
| 2021-11-09 | EFFECT | EFFECT (declared effective) | Expensify, Inc. | 9999999995-21-004267 ↗ |
| 2021-11-12 | 424B4 | 424B4 (final prospectus) | Expensify, Inc. | 0001628280-21-022947 ↗ |
Prospectus pages read 2
| Filed | Form | Read as | Range | Price | Shares | Proceeds | Listing | Underwriters | What was found | Document |
|---|---|---|---|---|---|---|---|---|---|---|
| 2021-11-08 | S-1/A | registration statement | $25.00–$27.00 | 9,730,776 | - | Nasdaq EXFY | 6 | primary document; range, shares headline, cover names 6 | document ↗ | |
| 2021-11-12 | 424B4 | final prospectus | $27.00 | 9,730,776 | $262,730,952 | Nasdaq EXFY | 6 | primary document; price sentence, shares headline, proceeds table, underwriting table 6, cover names 6 | document ↗ |
Officers, directors and large holders Forms 3, 4 and 5
| Insider | Role | Title | Filings | Years | On this site |
|---|---|---|---|---|---|
| 415 Foundation | TenPercentOwner | 2 | 2021 | ||
| Barrett David Michael | Director,Officer | Chief Executive Officer | 97 | 2021–2026 | |
| Bartlett Blake Charles | Director | 2 | 2021 | ||
| DeMartini James G B III | TenPercentOwner | 3 | 2021–2022 | ||
| FBHR Associates LLC | TenPercentOwner | 3 | 2021–2022 | ||
| Hillsven LLC | TenPercentOwner | 3 | 2021–2022 | ||
| Lent Robert David | Director | 1 | 2021 | ||
| Martirano David | Other; TenPercentOwner | 3 | 2021–2022 | ||
| Muralidharan Anuradha | Director,Officer; Officer | Chief Operating Officer | 41 | 2021–2026 | |
| Octopus Head, Inc | TenPercentOwner | 2 | 2021 | ||
| OpenView Affiliates Fund IV, L.P. | TenPercentOwner | 3 | 2021–2023 | ||
| OpenView General Partner IV, L.P. | TenPercentOwner | 3 | 2021–2023 | ||
| OpenView Management, LLC | TenPercentOwner | 3 | 2021–2023 | ||
| OpenView Venture Partners IV, L.P. | TenPercentOwner | 3 | 2021–2023 | ||
| Schaffer Ryan | Director,Officer | Chief Financial Officer | 46 | 2021–2026 | |
| Stankiewicz Witold | TenPercentOwner | 2 | 2021 | ||
| Unameit Trust under Declaration of Trust dated March 10, 2000 | TenPercentOwner | 3 | 2021–2022 | ||
| Christen Timothy L | Director | 24 | 2021–2026 | ||
| Liu Ying | Director | 28 | 2021–2026 | ||
| Mills Jason Fahr | Director | 34 | 2021–2026 | ||
| Pao Ellen | Director | 15 | 2021–2026 | ||
| Vidal Daniel | Director | 46 | 2021–2026 | ||
| EXP 2020 SPV LP | TenPercentOwner | 24 | 2023–2026 | ||
| McLaughlin Steven J. | TenPercentOwner | 24 | 2023–2026 | ||
| SF Roofdeck GP LLC | TenPercentOwner | 24 | 2023–2026 | ||
| Steven J. McLaughlin Revocable Trust | TenPercentOwner | 24 | 2023–2026 | ||
| Alvarez Divo Carlos Eduardo | Director | 6 | 2026 |
Everyone who filed an insider report for this company, from the SEC’s Insider Transactions Data Sets (2006 on). Person pages are matched by name and state only.
Data: SEC EDGAR. The quarterly full index (every S-1, S-1/A, F-1 and F-1/A since 1993, with the pricing prospectus, notice of effectiveness and withdrawal request of each registrant) and the company submissions data (SIC, state of incorporation, address, EIN, tickers, former names). Company details are what EDGAR holds today, not at the time of the filing.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Business registration | Expensify Inc. | CA | State business registries | name and state |
| Business registration | Expensify, Inc. | CA | State business registries | name and state |
| Business registration | Expensify, Inc. | CA | State business registries | name and state |
| Business registration | EXPENSIFY, INC. | CA | State business registries | name and state |
| Business registration | EXPENSIFY, INC. | CA | State business registries | name and state |
| Business registration | EXPENSIFY, INC. | CA | State business registries | EIN (EXACT, as the state registration reports it) |
| Business registration | EXPENSIFY, INC. | CA | State business registries | name and state |
| Business registration | EXPENSIFY, INC. | CA | State business registries | name and state |
| Patent assignee | Expensify, Inc. | CA | Patents (USPTO) | name and state |
| SEC filer | Expensify, Inc. | SEC filers (EDGAR) | CIK (EXACT) | |
| Trademark owner | Expensify, Inc. | CA | Trademarks (USPTO) | name and state |
| Form 5500 plan sponsor | EXPENSIFY, INC. | EIN (EXACT) |
Matched by an identifier (EIN, CIK, CRD), by name and state or city, or by street address; a shared name or address is not proof of the same person or organization. Every link says how it was made; how the cross-referencing works.