Drees Daniel — SEC Form 4 filings

SEC reporting owner CIK 1886969. 12 Form 4 filings on record with FilingPulse; latest filed 2025-10-15.

Transaction summary — filings shown

Covers all 12 filings on record, filed 2024-03-05 to 2025-10-15. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.

By issuer — same filings

Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.

IssuerRole (as filed)FilingsPurchases (P)Sales (S)Other legs
AvidXchange Holdings, Inc. (AVDX)President1225 legs · 190,710 sh · $2,015,57238

Form 4 filings — Drees Daniel

FiledFormIssuerReported transactionsSource
2025-10-154AvidXchange Holdings, Inc. (AVDX)Other (J): 232,377 · Disposition to issuer (D): 927,429 · Disposition to issuer (D): 32,650 (derivative) · Disposition to issuer (D): 67,744 (derivative) · Disposition to issuer (D): 38,600 (derivative) · Disposition to issuer (D): 291,262 (derivative) · +1 moreEDGAR
2025-08-194AvidXchange Holdings, Inc. (AVDX)Option exercise (M): 16,324 · Tax withholding (F): 7,134 @ $9.90 · Tax withholding (F): 8,924 @ $9.90 · Tax withholding (F): 7,646 @ $9.90 · Option exercise (M): 16,324 (derivative) @ $0EDGAR
2025-05-194AvidXchange Holdings, Inc. (AVDX)Option exercise (M): 16,325 · Sale (S): 7,817 @ $9.74 · Sale (S): 9,778 @ $9.74 · Sale (S): 8,377 @ $9.74 · Option exercise (M): 16,325 (derivative) @ $0EDGAR
2025-03-044AvidXchange Holdings, Inc. (AVDX)Option exercise (M): 5,104 · Option exercise (M): 16,325 · Sale (S): 1,559 @ $7.59 · Sale (S): 4,984 @ $7.59 · Sale (S): 6,234 @ $7.59 · Sale (S): 22,005 @ $7.59 · +2 moreEDGAR
2025-01-284AvidXchange Holdings, Inc. (AVDX)Grant/award (A): 435,643 @ $0EDGAR
2024-11-194AvidXchange Holdings, Inc. (AVDX)Option exercise (M): 5,100 · Option exercise (M): 16,324 · Sale (S): 2,502 @ $10.43 · Sale (S): 8,007 @ $10.43 · Sale (S): 10,016 @ $10.43 · Option exercise (M): 5,100 (derivative) @ $0 · +1 moreEDGAR
2024-08-294AvidXchange Holdings, Inc. (AVDX)Option exercise (M): 5,100 · Option exercise (M): 16,325 · Sale (S): 2,447 @ $7.98 · Sale (S): 7,829 @ $7.98 · Sale (S): 9,793 @ $7.98 · Option exercise (M): 5,100 (derivative) @ $0 · +1 moreEDGAR
2024-05-174AvidXchange Holdings, Inc. (AVDX)Option exercise (M): 5,100 · Option exercise (M): 16,324 · Sale (S): 1,678 @ $11.24 · Sale (S): 5,368 @ $11.24 · Sale (S): 6,716 @ $11.24 · Sale (S): 746 @ $11.21 · +4 moreEDGAR
2024-03-224AvidXchange Holdings, Inc. (AVDX)Sale (S): 17,604 @ $13.02EDGAR
2024-03-194AvidXchange Holdings, Inc. (AVDX)Sale (S): 12,978 @ $12.37EDGAR
2024-03-084AvidXchange Holdings, Inc. (AVDX)Grant/award (A): 279,932 @ $0EDGAR
2024-03-054AvidXchange Holdings, Inc. (AVDX)Option exercise (M): 1,788 · Option exercise (M): 5,100 · Option exercise (M): 16,325 · Sale (S): 856 @ $13.15 · Sale (S): 2,440 @ $13.15 · Sale (S): 7,807 @ $13.15 · +4 moreEDGAR

FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.

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