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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 19-Nov-24 5:14 PM View:  | Avidxchange Holdings, Inc. (AVDX) | 15-Nov-24 | Option Exercise | 50,501 | -- | -- | < 1% 15.09M to 15.14M | |
| 19-Nov-24 5:14 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-Nov-24 | Option Sale | 38,074 | $10.43 | $397,017.00 | (< 1%) 15.14M to 15.1M | |
| 05-Sep-24 6:11 PM View: | Avidxchange Holdings, Inc. (AVDX) | 04-Sep-24 | Gift | 83,558 | -- | -- | < 1% 15.09M to 15.17M | |
| 05-Sep-24 6:11 PM View: | Avidxchange Holdings, Inc. (AVDX) | 04-Sep-24 | Gift | 83,558 | -- | -- | (< 1%) 15.17M to 15.09M | |
| 03-Sep-24 5:43 PM View: | Avidxchange Holdings, Inc. (AVDX) | 29-Aug-24 | Sale (Planned) | 6,701 | $8.17 | $54,760.60 | (< 1%) 15.1M to 15.09M | |
| 29-Aug-24 7:08 PM View: | Avidxchange Holdings, Inc. (AVDX) | 28-Aug-24 | Planned Option Sale | 13,276 | $8.02 | $106,500.00 | (< 1%) 15.13M to 15.12M | |
| 29-Aug-24 7:08 PM View: | Avidxchange Holdings, Inc. (AVDX) | 28-Aug-24 | Sale (Planned) | 22,826 | $8.02 | $183,110.00 | (< 1%) 15.12M to 15.1M | |
| 29-Aug-24 7:08 PM View: | Avidxchange Holdings, Inc. (AVDX) | 27-Aug-24 | Option Exercise | 50,501 | -- | -- | < 1% 15.12M to 15.17M | |
| 29-Aug-24 7:08 PM View: | Avidxchange Holdings, Inc. (AVDX) | 27-Aug-24 | Option Sale | 37,225 | $7.98 | $297,015.00 | (< 1%) 15.17M to 15.13M | |
| 13-Jun-24 5:57 PM View: | Avidxchange Holdings, Inc. (AVDX) | 11-Jun-24 | Option Exercise | 29,192 | $4.17 | $121,731.00 | < 1% 15.12M to 15.15M | |
| 13-Jun-24 5:57 PM View: | Avidxchange Holdings, Inc. (AVDX) | 11-Jun-24 | Option Sale | 29,192 | $10.85 | $316,675.00 | (< 1%) 15.15M to 15.12M | |
| 22-May-24 5:30 PM View: | Avidxchange Holdings, Inc. (AVDX) | 20-May-24 | Market Sale (Planned) | 43,738 | $11.11 | $486,117.00 | (< 1%) 15.16M to 15.12M | (17%) |
| 17-May-24 5:48 PM View: | Avidxchange Holdings, Inc. (AVDX) | 16-May-24 | Option Sale | 11,299 | $11.21 | $126,628.00 | (< 1%) 15.17M to 15.16M | |
| 17-May-24 5:48 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-May-24 | Option Exercise | 50,505 | -- | -- | < 1% 15.15M to 15.2M | |
| 17-May-24 5:48 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-May-24 | Option Sale | 25,418 | $11.24 | $285,604.00 | (< 1%) 15.2M to 15.17M | |
| 15-Mar-24 5:34 PM View: | Avidxchange Holdings, Inc. (AVDX) | 14-Mar-24 | Option Exercise | 46,692 | $4.17 | $194,706.00 | < 1% 15.15M to 15.19M | |
| 15-Mar-24 5:34 PM View: | Avidxchange Holdings, Inc. (AVDX) | 14-Mar-24 | Option Sale | 46,692 | $12.55 | $586,031.00 | (< 1%) 15.19M to 15.15M | |
| 12-Mar-24 5:24 PM View: | Avidxchange Holdings, Inc. (AVDX) | 08-Mar-24 | Market Sale | 105,386 | $12.80 | $1,348,620.00 | (< 1%) 15.25M to 15.15M | (2%) |
| 08-Mar-24 5:35 PM View: | Avidxchange Holdings, Inc. (AVDX) | 06-Mar-24 | Grant | 391,905 | -- | -- | 3% 14.86M to 15.25M | |
| 05-Mar-24 8:47 PM View: | Avidxchange Holdings, Inc. (AVDX) | 01-Mar-24 | Option Exercise | 55,094 | -- | -- | < 1% 14.88M to 14.93M | |
| 05-Mar-24 8:47 PM View: | Avidxchange Holdings, Inc. (AVDX) | 01-Mar-24 | Option Sale | 55,094 | $13.15 | $724,486.00 | (< 1%) 14.93M to 14.88M | |
| 05-Mar-24 8:47 PM View: | Avidxchange Holdings, Inc. (AVDX) | 01-Mar-24 | Sale | 14,414 | $13.15 | $189,544.00 | (< 1%) 14.88M to 14.86M | |
| 21-Nov-23 5:19 PM View: | Avidxchange Holdings, Inc. (AVDX) | 17-Nov-23 | Gift | 204,654 | -- | -- | 1% 14.91M to 15.11M | |
| 21-Nov-23 5:19 PM View: | Avidxchange Holdings, Inc. (AVDX) | 17-Nov-23 | Gift | 204,654 | -- | -- | (1%) 15.11M to 14.91M | |
| 21-Nov-23 5:19 PM View: | Avidxchange Holdings, Inc. (AVDX) | 17-Nov-23 | Sale | 29,883 | $9.74 | $291,153.00 | (< 1%) 14.91M to 14.88M | |
| 17-Nov-23 5:56 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-Nov-23 | Option Exercise | 55,093 | -- | -- | < 1% 14.88M to 14.93M | |
| 17-Nov-23 5:56 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-Nov-23 | Option Sale | 25,210 | $9.74 | $245,545.00 | (< 1%) 14.93M to 14.91M | |
| 21-Aug-23 5:38 PM View: | Avidxchange Holdings, Inc. (AVDX) | 17-Aug-23 | Sale (Planned) | 59,562 | $10.04 | $598,193.00 | (< 1%) 14.94M to 14.88M | |
| 17-Aug-23 5:30 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-Aug-23 | Option Exercise | 55,097 | -- | -- | < 1% 14.91M to 14.96M | |
| 17-Aug-23 5:30 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-Aug-23 | Option Sale | 25,789 | $10.09 | $260,211.00 | (< 1%) 14.96M to 14.94M | |
| 17-May-23 7:37 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-May-23 | Option Exercise | 55,089 | -- | -- | < 1% 14.88M to 14.93M | |
| 17-May-23 7:37 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-May-23 | Option Sale | 24,835 | $8.82 | $219,045.00 | (< 1%) 14.93M to 14.91M | |
| 17-Mar-23 5:07 PM View: | Avidxchange Holdings, Inc. (AVDX) | 16-Mar-23 | Option Exercise | 28,744 | $3.54 | $101,754.00 | < 1% 14.85M to 14.88M | |
| 10-Mar-23 7:26 PM View: | Avidxchange Holdings, Inc. (AVDX) | 08-Mar-23 | Grant | 479,203 | -- | -- | 3% 14.37M to 14.85M | |
| 08-Mar-23 8:05 PM View: | Avidxchange Holdings, Inc. (AVDX) | 06-Mar-23 | Option Exercise | 153,041 | -- | -- | 1% 14.27M to 14.43M | |
| 08-Mar-23 8:05 PM View: | Avidxchange Holdings, Inc. (AVDX) | 06-Mar-23 | Option Sale | 59,158 | $9.55 | $565,113.00 | (< 1%) 14.43M to 14.37M | |
| 03-Mar-23 10:00 PM View: | Avidxchange Holdings, Inc. (AVDX) | 02-Mar-23 | Option Exercise | 27,648 | $3.54 | $97,873.90 | < 1% 14.25M to 14.27M | |
| 17-Nov-22 6:28 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-Nov-22 | Option Exercise | 22,488 | -- | -- | < 1% 14.23M to 14.26M | |
| 17-Nov-22 6:28 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-Nov-22 | Option Sale | 9,996 | $9.33 | $93,262.70 | (< 1%) 14.26M to 14.25M | |
| 14-Feb-23 10:00 PM View: | Avidxchange Holdings, Inc. (AVDX) | 30-Sep-22 | txn.W.title | 80,236 | -- | -- | < 1% 14.17M to 14.25M | |
| 17-Aug-22 8:08 PM View: | Avidxchange Holdings, Inc. (AVDX) | 16-Aug-22 | Gift | 218,320 | -- | -- | 2% 14.15M to 14.37M | |
| 17-Aug-22 8:08 PM View: | Avidxchange Holdings, Inc. (AVDX) | 16-Aug-22 | Gift | 218,320 | -- | -- | (2%) 14.37M to 14.15M | |
| 17-Aug-22 8:08 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-Aug-22 | Option Exercise | 22,440 | -- | -- | < 1% 14.13M to 14.15M | |
| 18-May-22 5:58 PM View: | Avidxchange Holdings, Inc. (AVDX) | 16-May-22 | Option Exercise | 22,444 | -- | -- | < 1% 14.11M to 14.13M | |
| 16-Mar-22 7:42 PM View: | Avidxchange Holdings, Inc. (AVDX) | 16-Mar-22 | Private Purchase | 12,900 | $7.71 | $99,456.40 | < 1% 14.1M to 14.11M | |
| 15-Mar-22 5:19 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-Mar-22 | Private Purchase | 14,300 | $6.99 | $99,901.20 | < 1% 14.08M to 14.1M | |
| 11-Mar-22 8:45 AM View: | Avidxchange Holdings, Inc. (AVDX) | 10-Mar-22 | Option Exercise | 108,136 | -- | -- | < 1% 13.9M to 14.01M | |
| 11-Mar-22 8:45 AM View: | Avidxchange Holdings, Inc. (AVDX) | 10-Mar-22 | Purchase | 69,500 | $7.11 | $494,423.00 | < 1% 14.01M to 14.08M | |
| 19-Oct-21 9:03 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-Oct-21 | Conversion | 1,051,370 | -- | -- | 9% 11.51M to 12.56M | |
| 19-Oct-21 9:03 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-Oct-21 | Conversion | 1,347,500 | -- | -- | 11% 12.56M to 13.9M |