STOCK TITAN

[Form 4] AvidXchange Holdings, Inc. Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4
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.

Panoramica della segnalazione Form 4 – AvidXchange Holdings, Inc. (AVDX): Il 26/06/2025, il direttore James E. Hausman ha comunicato l'acquisizione di 18.916 unità di azioni vincolate (RSU) con un prezzo di esercizio pari a $0,00. Le RSU matureranno al più presto tra il primo anniversario della concessione o la prossima assemblea annuale degli azionisti, a condizione che il signor Hausman continui a far parte del consiglio.

Dopo l'assegnazione, la proprietà complessiva del direttore è aumentata a 2.131.148 azioni detenute direttamente e 720.000 azioni detenute indirettamente tramite il Hausman Family Trust, evidenziando un incremento di proprietà modesto dello 0,9% rispetto alla sua quota diretta.

Non sono state dichiarate transazioni derivate, cessioni o acquisti in contanti. La segnalazione non fornisce dati sulle performance finanziarie, ma l'ulteriore partecipazione azionaria allinea gli incentivi del direttore con quelli degli azionisti senza causare una pressione immediata di diluizione.

Resumen de la presentación del Formulario 4 – AvidXchange Holdings, Inc. (AVDX): El 26/06/2025, el director James E. Hausman informó la adquisición de 18,916 unidades restringidas de acciones (RSU) con un precio de ejercicio de $0.00. Las RSU se consolidarán en la fecha que ocurra primero entre el primer aniversario de la concesión o la próxima junta anual de accionistas, condicionado a que el Sr. Hausman continúe en el consejo.

Tras la adjudicación, la propiedad beneficiosa total del director aumentó a 2,131,148 acciones en propiedad directa y 720,000 acciones en propiedad indirecta a través del Hausman Family Trust, indicando un cambio incremental modesto del 0.9% respecto a su participación directa.

No se divulgaron transacciones derivadas, disposiciones ni compras en efectivo. La presentación no incluye métricas de desempeño financiero, pero la participación adicional alinea los incentivos del director con los accionistas sin generar presión inmediata de dilución.

Form 4 제출 개요 – AvidXchange Holdings, Inc. (AVDX): 2025년 6월 26일, 이사 James E. Hausman은 행사가격 $0.00에 18,916개의 제한 주식 단위(RSU) 취득을 보고했습니다. RSU는 부여일로부터 1주년 또는 다음 연례 주주총회 중 빠른 시점에 베스팅되며, Hausman 씨가 계속 이사회에 재직하는 것을 조건으로 합니다.

수여 후, 이사의 총 실질 소유 주식은 직접 보유 주식 2,131,148주Hausman 가족 신탁을 통한 간접 보유 주식 720,000주로 증가했으며, 이는 직접 지분 대비 0.9%의 소폭 증가를 나타냅니다.

파생 거래, 처분 또는 현금 구매는 공개되지 않았습니다. 제출 서류에는 재무 성과 지표가 포함되어 있지 않으나, 추가 지분은 즉각적인 희석 압력 없이 이사의 인센티브를 주주와 일치시킵니다.

Présentation du dépôt du Formulaire 4 – AvidXchange Holdings, Inc. (AVDX) : Le 26/06/2025, le directeur James E. Hausman a déclaré l'acquisition de 18 916 unités d'actions restreintes (RSU) à un prix d'exercice de 0,00 $. Les RSU seront acquises au plus tôt entre le premier anniversaire de l'octroi ou la prochaine assemblée annuelle des actionnaires, sous réserve que M. Hausman continue de siéger au conseil d'administration.

Suite à cette attribution, la propriété bénéficiaire globale du directeur a augmenté pour atteindre 2 131 148 actions détenues directement et 720 000 actions détenues indirectement via le Hausman Family Trust, ce qui représente une augmentation modeste de 0,9 % par rapport à sa participation directe.

Aucune transaction dérivée, cession ou achat en espèces n'a été divulguée. Le dépôt ne fournit pas de données sur la performance financière, mais cette participation supplémentaire aligne les incitations du directeur avec celles des actionnaires sans exercer de pression immédiate de dilution.

Überblick zur Form 4-Meldung – AvidXchange Holdings, Inc. (AVDX): Am 26.06.2025 meldete Direktor James E. Hausman den Erwerb von 18.916 Restricted Stock Units (RSUs) zu einem Ausübungspreis von 0,00 $. Die RSUs werden zum früheren Zeitpunkt des ersten Jahrestags der Gewährung oder der nächsten jährlichen Hauptversammlung der Aktionäre fällig, vorausgesetzt, Herr Hausman bleibt im Vorstand tätig.

Nach der Zuteilung erhöhte sich das aggregierte wirtschaftliche Eigentum des Direktors auf 2.131.148 direkt gehaltene Aktien und 720.000 indirekt über den Hausman Family Trust gehaltene Aktien, was eine nur geringe Steigerung von 0,9 % gegenüber seinem direkten Anteil bedeutet.

Keine derivativen Transaktionen, Veräußerungen oder Barankäufe wurden offengelegt. Die Meldung enthält keine finanziellen Leistungskennzahlen, doch die zusätzliche Beteiligung stimmt die Anreize des Direktors mit denen der Aktionäre ab, ohne sofortigen Verwässerungsdruck zu erzeugen.

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

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.

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.

Panoramica della segnalazione Form 4 – AvidXchange Holdings, Inc. (AVDX): Il 26/06/2025, il direttore James E. Hausman ha comunicato l'acquisizione di 18.916 unità di azioni vincolate (RSU) con un prezzo di esercizio pari a $0,00. Le RSU matureranno al più presto tra il primo anniversario della concessione o la prossima assemblea annuale degli azionisti, a condizione che il signor Hausman continui a far parte del consiglio.

Dopo l'assegnazione, la proprietà complessiva del direttore è aumentata a 2.131.148 azioni detenute direttamente e 720.000 azioni detenute indirettamente tramite il Hausman Family Trust, evidenziando un incremento di proprietà modesto dello 0,9% rispetto alla sua quota diretta.

Non sono state dichiarate transazioni derivate, cessioni o acquisti in contanti. La segnalazione non fornisce dati sulle performance finanziarie, ma l'ulteriore partecipazione azionaria allinea gli incentivi del direttore con quelli degli azionisti senza causare una pressione immediata di diluizione.

Resumen de la presentación del Formulario 4 – AvidXchange Holdings, Inc. (AVDX): El 26/06/2025, el director James E. Hausman informó la adquisición de 18,916 unidades restringidas de acciones (RSU) con un precio de ejercicio de $0.00. Las RSU se consolidarán en la fecha que ocurra primero entre el primer aniversario de la concesión o la próxima junta anual de accionistas, condicionado a que el Sr. Hausman continúe en el consejo.

Tras la adjudicación, la propiedad beneficiosa total del director aumentó a 2,131,148 acciones en propiedad directa y 720,000 acciones en propiedad indirecta a través del Hausman Family Trust, indicando un cambio incremental modesto del 0.9% respecto a su participación directa.

No se divulgaron transacciones derivadas, disposiciones ni compras en efectivo. La presentación no incluye métricas de desempeño financiero, pero la participación adicional alinea los incentivos del director con los accionistas sin generar presión inmediata de dilución.

Form 4 제출 개요 – AvidXchange Holdings, Inc. (AVDX): 2025년 6월 26일, 이사 James E. Hausman은 행사가격 $0.00에 18,916개의 제한 주식 단위(RSU) 취득을 보고했습니다. RSU는 부여일로부터 1주년 또는 다음 연례 주주총회 중 빠른 시점에 베스팅되며, Hausman 씨가 계속 이사회에 재직하는 것을 조건으로 합니다.

수여 후, 이사의 총 실질 소유 주식은 직접 보유 주식 2,131,148주Hausman 가족 신탁을 통한 간접 보유 주식 720,000주로 증가했으며, 이는 직접 지분 대비 0.9%의 소폭 증가를 나타냅니다.

파생 거래, 처분 또는 현금 구매는 공개되지 않았습니다. 제출 서류에는 재무 성과 지표가 포함되어 있지 않으나, 추가 지분은 즉각적인 희석 압력 없이 이사의 인센티브를 주주와 일치시킵니다.

Présentation du dépôt du Formulaire 4 – AvidXchange Holdings, Inc. (AVDX) : Le 26/06/2025, le directeur James E. Hausman a déclaré l'acquisition de 18 916 unités d'actions restreintes (RSU) à un prix d'exercice de 0,00 $. Les RSU seront acquises au plus tôt entre le premier anniversaire de l'octroi ou la prochaine assemblée annuelle des actionnaires, sous réserve que M. Hausman continue de siéger au conseil d'administration.

Suite à cette attribution, la propriété bénéficiaire globale du directeur a augmenté pour atteindre 2 131 148 actions détenues directement et 720 000 actions détenues indirectement via le Hausman Family Trust, ce qui représente une augmentation modeste de 0,9 % par rapport à sa participation directe.

Aucune transaction dérivée, cession ou achat en espèces n'a été divulguée. Le dépôt ne fournit pas de données sur la performance financière, mais cette participation supplémentaire aligne les incitations du directeur avec celles des actionnaires sans exercer de pression immédiate de dilution.

Überblick zur Form 4-Meldung – AvidXchange Holdings, Inc. (AVDX): Am 26.06.2025 meldete Direktor James E. Hausman den Erwerb von 18.916 Restricted Stock Units (RSUs) zu einem Ausübungspreis von 0,00 $. Die RSUs werden zum früheren Zeitpunkt des ersten Jahrestags der Gewährung oder der nächsten jährlichen Hauptversammlung der Aktionäre fällig, vorausgesetzt, Herr Hausman bleibt im Vorstand tätig.

Nach der Zuteilung erhöhte sich das aggregierte wirtschaftliche Eigentum des Direktors auf 2.131.148 direkt gehaltene Aktien und 720.000 indirekt über den Hausman Family Trust gehaltene Aktien, was eine nur geringe Steigerung von 0,9 % gegenüber seinem direkten Anteil bedeutet.

Keine derivativen Transaktionen, Veräußerungen oder Barankäufe wurden offengelegt. Die Meldung enthält keine finanziellen Leistungskennzahlen, doch die zusätzliche Beteiligung stimmt die Anreize des Direktors mit denen der Aktionäre ab, ohne sofortigen Verwässerungsdruck zu erzeugen.

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.
Avidxchange Holdings, Inc.

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Software - Infrastructure
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United States
CHARLOTTE