Welcome to our dedicated page for Avant SEC filings (Ticker: AVDX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to historical SEC filings for AvidXchange Holdings, Inc. (AVDX), which previously traded on the Nasdaq Global Select Market before being acquired by affiliates of TPG Global, LLC with Corpay, Inc. as an investor. These documents capture the company’s regulatory history as a public issuer and explain key aspects of its accounts payable (AP) automation and payments business.
Investors and researchers can review annual reports on Form 10‑K and quarterly reports on Form 10‑Q for detailed discussions of AvidXchange’s SaaS‑based AP automation platform, payment solutions for middle market businesses and their suppliers, and the financial performance of its software and payments operations. These reports typically include revenue breakdowns, gross margin metrics, transaction volumes, payment volumes, and explanations of non‑GAAP measures such as Adjusted EBITDA and Non‑GAAP Net Income.
Current reports on Form 8‑K are particularly important for understanding major corporate events. For AvidXchange, 8‑K filings describe the Agreement and Plan of Merger with entities affiliated with TPG and Corpay, shareholder approval of the merger, and completion of the transaction on October 15, 2025, after which AvidXchange became a wholly owned subsidiary of the acquiring parent and its shares ceased trading on Nasdaq.
Users can also examine proxy materials and meeting‑related filings for information on stockholder votes, including the special meeting that approved the merger and annual meetings covering director elections, auditor ratification, and advisory votes on executive compensation.
On Stock Titan, AI‑powered summaries help interpret lengthy filings by highlighting key changes in financial performance, capital structure, and material events, saving time when reviewing AvidXchange’s historical disclosures. Real‑time ingestion from EDGAR ensures that newly available filings are added promptly, while insider and compensation‑related information can be traced through relevant forms and proxy statements where applicable.
AvidXchange Holdings director Sonali Sambhus received a grant of 18,916 restricted stock units (RSUs) on June 26, 2025. Following this transaction, Sambhus directly owns 61,213 shares of common stock.
The RSUs were granted at $0.00 and will vest on either:
- The first anniversary of the grant date, or
- The next annual stockholder meeting
Vesting is contingent on Sambhus maintaining continuous service on the board of directors. Each RSU represents the right to receive one share of common stock upon vesting. The transaction was reported via Form 4 filing and executed by Ryan Stahl as attorney-in-fact for Sambhus.
AvidXchange Holdings, Inc. (AVDX) – Form 4 filing dated 06/27/2025
Director Arthur J. Rubado III reported the receipt of 18,916 restricted stock units (RSUs) on 06/26/2025. The RSUs were granted at $0 consideration and will vest on the earlier of (a) the first anniversary of the grant date or (b) the next annual shareholders’ meeting, provided the director remains on the board. Each RSU converts into one share of AVDX common stock upon vesting, with no stated expiration. Following the award, Rubado’s direct beneficial ownership increased to 40,276 common shares.
No derivative securities were reported, and there were no sales or dispositions. The transaction represents routine director equity compensation aimed at aligning board incentives with shareholder interests. Although non-cash in nature and immaterial to the share count, the filing provides updated ownership disclosure for investors monitoring insider activity.
AvidXchange Holdings director Asif Ramji received a grant of 18,916 restricted stock units (RSUs) on June 26, 2025. Following this transaction, Ramji's direct ownership increased to 61,213 shares.
Key details of the RSU grant:
- The RSUs were granted at $0.00 cost to the director
- Vesting occurs at the earlier of:
- First anniversary of grant date
- Next annual stockholder meeting
- Vesting is contingent on continuous board service
- Each RSU converts to one share of common stock
This equity grant appears to be part of the company's director compensation program, aligning the director's interests with shareholders through stock ownership.
AvidXchange Holdings Director James Michael McGuire received a grant of 18,916 restricted stock units (RSUs) on June 26, 2025. The RSUs were awarded at a price of $0.00 per unit, bringing McGuire's total direct common stock ownership to 84,620 shares.
The RSUs are subject to vesting conditions and will vest upon the earlier of:
- The first anniversary of the grant date
- The next annual stockholder meeting
Vesting is contingent on McGuire's continued service on the company's board of directors. Each RSU represents the right to receive one share of common stock upon vesting. The transaction was reported via Form 4 filing and executed under standard compensation arrangements for board members.
Form 4 highlights: On 06/26/2025, AvidXchange Holdings, Inc. (AVDX) filed a Form 4 disclosing that director Teresa Mackintosh received 18,916 restricted stock units (RSUs) of the company’s common stock at a cost basis of $0.00.
The RSUs will vest on the earlier of (A) the first anniversary of the grant date or (B) the next annual meeting of AvidXchange stockholders, provided Ms. Mackintosh remains on the board. Each RSU converts into one share upon vesting and carries no expiration date.
Following the grant, Ms. Mackintosh’s direct beneficial ownership increased to 65,904 shares of AVDX common stock. No derivative securities were reported and no shares were sold or otherwise disposed of.
This filing represents routine director equity compensation designed to align board interests with shareholder value. While not material in size relative to AvidXchange’s total share count, it signals ongoing insider ownership commitment.
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.
Insider activity overview – AvidXchange Holdings (AVDX)
Director Lance F. Drummond filed a Form 4 reporting the grant of 18,916 restricted stock units (RSUs) on 06/26/2025. The RSUs were awarded at $0.00 cost as part of equity compensation and will vest on the earlier of (A) the first anniversary of the grant date or (B) the company’s next annual shareholder meeting, provided the director remains on the board through that date. Each RSU converts into one share of AVDX common stock and carries no expiration.
Following the grant, Drummond’s direct beneficial ownership increases to 82,120 common shares. No shares were sold, and no derivative securities were exercised or disposed of. The filing, dated 06/27/2025, was submitted individually by the reporting person, and no Rule 10b5-1 plan usage is indicated in the disclosure.
Overall, the transaction appears to be a routine, non-cash equity award aligned with standard director compensation practices and does not, on its face, signal a change in the company’s strategic or financial outlook.
Key take-away: AvidXchange Holdings, Inc. (AVDX) filed a Form 4 on 27-Jun-2025 disclosing that director Oni Chukwu received 18,916 restricted stock units (RSUs) on 26-Jun-2025 under transaction code “A” (award/acquisition). The RSUs were granted at $0.00 cost as part of routine director compensation. Each RSU converts into one common share when vested.
The award will vest on the earlier of (A) the first anniversary of the grant date or (B) the next annual shareholders’ meeting, subject to Mr. Chukwu’s continued board service. After this grant, the director’s direct beneficial ownership increases to 40,276 shares.
Because the grant is non-cash and represents standard equity compensation, it creates minimal dilution (well under 0.1 % of shares outstanding) and does not reflect an open-market buy or sell decision. Nevertheless, the additional equity modestly strengthens board-shareholder alignment by tying compensation to future share performance.