AvidXchange (AVDX) Form 4: Director Hausman Receives RSU Grant

Rhea-AI Filing Summary

Form 4 filing overview – AvidXchange Holdings, Inc. (AVDX): On 06/26/2025, director James E. Hausman reported the acquisition of 18,916 restricted stock units (RSUs) at an exercise price of $0.00. The RSUs will vest on the earlier of the first anniversary of the grant or the next annual shareholder meeting, contingent on Mr. Hausman’s continued board service.

Following the award, the director’s aggregate beneficial ownership increased to 2,131,148 shares held directly and 720,000 shares held indirectly through the Hausman Family Trust, indicating only a modest 0.9% incremental ownership change relative to his direct stake.

No derivative transactions, dispositions, or cash purchases were disclosed. The filing does not provide financial performance metrics, but the additional equity aligns the director’s incentives with shareholders without immediate dilution pressure.

Positive

• Director equity increase: 18,916 RSUs strengthen alignment with common shareholders.
• No cash cost to company: Stock-settled award has no immediate cash impact.

Negative

• None.

Insights

Financial Analyst

TL;DR: Routine RSU grant, minor ownership uptick; negligible valuation impact.

The 18,916-share RSU grant represents roughly 0.01% of AVDX’s 200 million-plus shares outstanding, so market dilution is immaterial. As it vests without cash outlay, it strengthens director-shareholder alignment but does not signal open-market confidence (no personal capital deployed). Given Mr. Hausman already controls >2.8 million shares (direct + indirect), this increment is minor. Overall, the filing is routine compensation disclosure with no immediate impact on earnings, liquidity, or strategic outlook.

Corporate Governance Specialist

TL;DR: Standard board compensation; maintains best-practice alignment, no red flags.

The single-tranche RSU structure—vesting on the earlier of one year or the next AGM—mirrors common governance practice for outside directors, ensuring service continuity yet avoiding multi-year overhang. No 10b5-1 plan was checked, implying the grant was not part of a pre-arranged trading program. Signature by attorney-in-fact signals proper delegation. There is no evidence of opportunistic timing or accelerated vesting. Impact is governance-neutral.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider HAUSMAN JAMES E

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	18,916	$0.00	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 2,131,148 shares (Direct); Common Stock — 720,000 shares (Indirect, By Hausman Family Trust)

Footnotes (1)

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Form 4 Insider Transactions: What Each Field Means →

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

HAUSMAN JAMES E

(Last) (First) (Middle)

C/O AVIDXCHANGE HOLDINGS, INC.

1210 AVIDXCHANGE LANE

(Street)

CHARLOTTE NC 28206

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
AvidXchange Holdings, Inc. [ AVDX ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
06/26/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	06/26/2025		A		18,916(1)	A	$0.00	2,131,148	D
Common Stock								720,000	I	By Hausman Family Trust

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Represents restricted stock units ("RSUs") which will vest on the first to occur of (A) the first anniversary of the date of grant or (B) the next occurring annual meeting of the Issuer's stockholders, subject to the Reporting Person's continuous service on the board of directors of the Issuer through such vesting date. Each RSU represents a contingent right to receive one share of common stock of the Issuer and the RSUs have no expiration date.

	/s/ Ryan Stahl, Attorney-in-Fact for James Hausman	06/27/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

How many AVDX shares did director James E. Hausman acquire on 06/26/2025?

He received 18,916 restricted stock units, each convertible into one common share.

What is James Hausman’s total beneficial ownership in AvidXchange after the transaction?

He now holds 2,131,148 shares directly and 720,000 shares indirectly via the Hausman Family Trust.

When will the newly granted RSUs to James Hausman vest?

They vest on the earlier of one year from grant or the next annual shareholder meeting, subject to continued board service.

Did the Form 4 disclose any stock sales by the director?

No. The filing only reports an acquisition of RSUs; there were no dispositions.

Is this Form 4 filing considered material to AVDX investors?

The grant is routine director compensation and is generally viewed as immaterial to the company’s financial outlook.