Daniel Drees

CIK 1886969 · President · last filed 2025-10-15

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$0

Companies

1

Total Filings

28

Lifetime Open-Market Net

-$2.93M

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
AvidXchange Holdings, Inc. (AVDX) Delisted President 0 $10.00 $0 -$2.93M 25 2025-10-15

Recent Filings · Page 2 of 3

28 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2024-03-19 AvidXchange Holdings, Inc. (AVDX) Delisted Sell (S) −12,978 -$160.5K EDGAR
2024-03-15 AvidXchange Holdings, Inc. (AVDX) Delisted Notice (144) −12,978 -$162.6K EDGAR
2024-03-08 AvidXchange Holdings, Inc. (AVDX) Delisted Grant (A) +279,932 $0 EDGAR
2024-03-05 AvidXchange Holdings, Inc. (AVDX) Delisted Mixed −15,687 -$511.5K EDGAR
2023-11-17 AvidXchange Holdings, Inc. (AVDX) Delisted Mixed +12,192 -$107.3K EDGAR
2023-08-17 AvidXchange Holdings, Inc. (AVDX) Delisted Mixed +11,938 -$113.7K EDGAR
2023-07-14 AvidXchange Holdings, Inc. (AVDX) Delisted Sell (S) −20,771 -$228.6K EDGAR
2023-06-20 AvidXchange Holdings, Inc. (AVDX) Delisted Sell (S) −2,104 -$23.1K EDGAR
2023-06-15 AvidXchange Holdings, Inc. (AVDX) Delisted Notice (144) −22,875 -$249.6K EDGAR
2023-05-17 AvidXchange Holdings, Inc. (AVDX) Delisted Mixed +13,010 -$90.0K EDGAR
Showing 1120 of 28
Page 2 of 3
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.