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.

Filings 6

FiledFormWhat it isName as filedEDGAR
2021-10-15S-1S-1 (registration)Expensify, Inc.0001628280-21-020115 ↗
2021-10-18S-1/AS-1/A (amendment)Expensify, Inc.0001628280-21-020137 ↗
2021-11-01S-1/AS-1/A (amendment)Expensify, Inc.0001628280-21-020900 ↗
2021-11-08S-1/AS-1/A (amendment)Expensify, Inc.0001628280-21-022126 ↗
2021-11-09EFFECTEFFECT (declared effective)Expensify, Inc.9999999995-21-004267 ↗
2021-11-12424B4424B4 (final prospectus)Expensify, Inc.0001628280-21-022947 ↗

Prospectus pages read 2

FiledFormRead asRangePriceSharesProceedsListingUnderwritersWhat was foundDocument
2021-11-08S-1/Aregistration statement$25.00–$27.009,730,776-Nasdaq EXFY6primary document; range, shares headline, cover names 6document ↗
2021-11-12424B4final prospectus$27.009,730,776$262,730,952Nasdaq EXFY6primary document; price sentence, shares headline, proceeds table, underwriting table 6, cover names 6document ↗

Officers, directors and large holders Forms 3, 4 and 5

InsiderRoleTitleFilingsYearsOn this site
415 FoundationTenPercentOwner22021
Barrett David MichaelDirector,OfficerChief Executive Officer972021–2026
Bartlett Blake CharlesDirector22021
DeMartini James G B IIITenPercentOwner32021–2022
FBHR Associates LLCTenPercentOwner32021–2022
Hillsven LLCTenPercentOwner32021–2022
Lent Robert DavidDirector12021
Martirano DavidOther; TenPercentOwner32021–2022
Muralidharan AnuradhaDirector,Officer; OfficerChief Operating Officer412021–2026
Octopus Head, IncTenPercentOwner22021
OpenView Affiliates Fund IV, L.P.TenPercentOwner32021–2023
OpenView General Partner IV, L.P.TenPercentOwner32021–2023
OpenView Management, LLCTenPercentOwner32021–2023
OpenView Venture Partners IV, L.P.TenPercentOwner32021–2023
Schaffer RyanDirector,OfficerChief Financial Officer462021–2026
Stankiewicz WitoldTenPercentOwner22021
Unameit Trust under Declaration of Trust dated March 10, 2000TenPercentOwner32021–2022
Christen Timothy LDirector242021–2026
Liu YingDirector282021–2026
Mills Jason FahrDirector342021–2026
Pao EllenDirector152021–2026
Vidal DanielDirector462021–2026
EXP 2020 SPV LPTenPercentOwner242023–2026
McLaughlin Steven J.TenPercentOwner242023–2026
SF Roofdeck GP LLCTenPercentOwner242023–2026
Steven J. McLaughlin Revocable TrustTenPercentOwner242023–2026
Alvarez Divo Carlos EduardoDirector62026

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

RecordName as filedWhereDatasetMatched by
Business registrationExpensify Inc.CAState business registriesname and state
Business registrationExpensify, Inc.CAState business registriesname and state
Business registrationExpensify, Inc.CAState business registriesname and state
Business registrationEXPENSIFY, INC.CAState business registriesname and state
Business registrationEXPENSIFY, INC.CAState business registriesname and state
Business registrationEXPENSIFY, INC.CAState business registriesEIN (EXACT, as the state registration reports it)
Business registrationEXPENSIFY, INC.CAState business registriesname and state
Business registrationEXPENSIFY, INC.CAState business registriesname and state
Patent assigneeExpensify, Inc.CAPatents (USPTO)name and state
SEC filerExpensify, Inc.SEC filers (EDGAR)CIK (EXACT)
Trademark ownerExpensify, Inc.CATrademarks (USPTO)name and state
Form 5500 plan sponsorEXPENSIFY, 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.