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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 19-Nov-24 5:16 PM View:  | Avidxchange Holdings, Inc. (AVDX) | 15-Nov-24 | Option Exercise | 23,976 | -- | -- | 6% 400.28K to 424.25K | |
| 19-Nov-24 5:16 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-Nov-24 | Option Sale | 18,439 | $10.43 | $192,273.00 | (4%) 424.25K to 405.81K | |
| 03-Sep-24 5:43 PM View: | Avidxchange Holdings, Inc. (AVDX) | 30-Aug-24 | Sale (Planned) | 19,358 | $8.15 | $157,768.00 | (5%) 419.64K to 400.28K | |
| 29-Aug-24 7:08 PM View: | Avidxchange Holdings, Inc. (AVDX) | 27-Aug-24 | Option Exercise | 23,977 | -- | -- | 6% 413.69K to 437.66K | |
| 29-Aug-24 7:08 PM View: | Avidxchange Holdings, Inc. (AVDX) | 27-Aug-24 | Option Sale | 18,028 | $7.98 | $143,844.00 | (4%) 437.66K to 419.64K | |
| 27-Aug-24 5:24 PM View: | Avidxchange Holdings, Inc. (AVDX) | 23-Aug-24 | Sale (Planned) | 47,308 | $8.10 | $383,195.00 | (10%) 461.0K to 413.69K | |
| 17-May-24 5:50 PM View: | Avidxchange Holdings, Inc. (AVDX) | 16-May-24 | Option Sale | 5,496 | $11.21 | $61,593.70 | (1%) 466.49K to 461.0K | |
| 17-May-24 5:50 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-May-24 | Option Exercise | 23,976 | -- | -- | 5% 454.88K to 478.85K | |
| 17-May-24 5:50 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-May-24 | Option Sale | 12,363 | $11.24 | $138,914.00 | (3%) 478.85K to 466.49K | |
| 19-Mar-24 5:31 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-Mar-24 | Market Sale (Planned) | 136,158 | $12.28 | $1,672,020.00 | (23%) 591.04K to 454.88K | (6%) |
| 08-Mar-24 5:37 PM View: | Avidxchange Holdings, Inc. (AVDX) | 06-Mar-24 | Grant | 263,936 | -- | -- | 81% 327.1K to 591.04K | |
| 05-Mar-24 9:07 PM View: | Avidxchange Holdings, Inc. (AVDX) | 01-Mar-24 | Option Exercise | 26,529 | -- | -- | 8% 327.95K to 354.48K | |
| 05-Mar-24 9:07 PM View: | Avidxchange Holdings, Inc. (AVDX) | 01-Mar-24 | Option Sale | 26,529 | $13.15 | $348,856.00 | (7%) 354.48K to 327.95K | |
| 05-Mar-24 9:07 PM View: | Avidxchange Holdings, Inc. (AVDX) | 01-Mar-24 | Sale | 855 | $13.15 | $11,243.20 | (< 1%) 327.95K to 327.1K | |
| 21-Dec-23 6:33 PM View: | Avidxchange Holdings, Inc. (AVDX) | 19-Dec-23 | Market Sale (Planned) | 15,000 | $12.25 | $183,750.00 | (4%) 342.95K to 327.95K | (6%) |
| 01-Dec-23 4:46 PM View: | Avidxchange Holdings, Inc. (AVDX) | 29-Nov-23 | Sale (Planned) | 15,000 | $10.50 | $157,500.00 | (4%) 357.95K to 342.95K | |
| 17-Nov-23 6:04 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-Nov-23 | Option Exercise | 26,525 | -- | -- | 8% 344.02K to 370.55K | |
| 17-Nov-23 6:04 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-Nov-23 | Option Sale | 12,592 | $9.74 | $122,646.00 | (3%) 370.55K to 357.95K | |
| 13-Nov-23 6:04 PM View: | Avidxchange Holdings, Inc. (AVDX) | 08-Nov-23 | Sale (Planned) | 15,000 | $9.46 | $141,900.00 | (4%) 359.02K to 344.02K | |
| 17-Aug-23 5:30 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-Aug-23 | Option Exercise | 26,524 | -- | -- | 8% 345.38K to 371.9K | |
| 17-Aug-23 5:30 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-Aug-23 | Option Sale | 12,880 | $10.09 | $129,959.00 | (3%) 371.9K to 359.02K | |
| 05-Jun-23 7:05 PM View: | Avidxchange Holdings, Inc. (AVDX) | 01-Jun-23 | Option Exercise | 27,052 | $3.26 | $88,119.90 | 8% 345.38K to 372.43K | |
| 05-Jun-23 7:05 PM View: | Avidxchange Holdings, Inc. (AVDX) | 01-Jun-23 | Planned Option Sale | 27,052 | $10.00 | $270,520.00 | (7%) 372.43K to 345.38K | |
| 17-May-23 7:42 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-May-23 | Option Exercise | 26,529 | -- | -- | 8% 331.26K to 357.79K | |
| 17-May-23 7:42 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-May-23 | Option Sale | 12,409 | $8.82 | $109,447.00 | (3%) 357.79K to 345.38K | |
| 10-Mar-23 7:23 PM View: | Avidxchange Holdings, Inc. (AVDX) | 08-Mar-23 | Grant | 217,819 | -- | -- | 192% 113.44K to 331.26K | |
| 08-Mar-23 8:03 PM View: | Avidxchange Holdings, Inc. (AVDX) | 07-Mar-23 | Option Sale | 13,272 | $9.21 | $122,247.00 | (10%) 126.71K to 113.44K | |
| 08-Mar-23 8:03 PM View: | Avidxchange Holdings, Inc. (AVDX) | 06-Mar-23 | Option Exercise | 75,498 | -- | -- | 119% 63.4K to 138.9K | |
| 08-Mar-23 8:03 PM View: | Avidxchange Holdings, Inc. (AVDX) | 06-Mar-23 | Option Sale | 12,191 | $9.59 | $116,940.00 | (9%) 138.9K to 126.71K | |
| 17-Nov-22 6:36 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-Nov-22 | Option Exercise | 10,244 | -- | -- | 18% 56.38K to 66.62K | |
| 17-Nov-22 6:36 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-Nov-22 | Option Sale | 3,215 | $9.33 | $29,995.90 | (5%) 66.62K to 63.4K | |
| 17-Aug-22 6:14 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-Aug-22 | Option Exercise | 10,196 | -- | -- | 21% 49.43K to 59.63K | |
| 17-Aug-22 6:14 PM View: | Avidxchange Holdings, Inc. (AVDX) | 15-Aug-22 | Option Sale | 3,250 | $9.14 | $29,705.00 | (5%) 59.63K to 56.38K | |
| 18-May-22 6:32 PM View: | Avidxchange Holdings, Inc. (AVDX) | 16-May-22 | Option Exercise | 10,204 | -- | -- | 23% 44.19K to 54.39K | |
| 18-May-22 6:32 PM View: | Avidxchange Holdings, Inc. (AVDX) | 16-May-22 | Option Sale | 4,964 | -- | -- | (9%) 54.39K to 49.43K | |
| 14-Mar-22 5:20 PM View: | Avidxchange Holdings, Inc. (AVDX) | 10-Mar-22 | Option Exercise | 51,004 | -- | -- | 464% 11.0K to 62.0K | |
| 14-Mar-22 5:20 PM View: | Avidxchange Holdings, Inc. (AVDX) | 10-Mar-22 | Option Exercise Duplicate | 51,004 | -- | -- | 464% 11.0K to 62.0K | |
| 14-Mar-22 5:20 PM View: | Avidxchange Holdings, Inc. (AVDX) | 10-Mar-22 | Option Sale | 17,815 | $7.25 | $129,171.00 | (29%) 62.0K to 44.19K | |
| 14-Mar-22 5:20 PM View: | Avidxchange Holdings, Inc. (AVDX) | 10-Mar-22 | Option Sale Duplicate | 17,815 | $7.25 | $129,171.00 | (29%) 62.0K to 44.19K | |
| 04-Jan-22 9:09 PM View: | Avidxchange Holdings, Inc. (AVDX) | 31-Dec-21 | Exercise (in-the money or at-the-money) | 11,000 | $3.18 | $34,980.00 | 100% 0 to 11.0K |