Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| UNITED COMMUNITY BANKS INC | 18,849 | reported | 13 May 2026 | tx 10+18,849 |
| AvidXchange Holdings, Inc. | 0 | reported | 15 Oct 2025 | tx 8+84,286−86,786 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 May 2026 | GRANT_AWARD | UNITED COMMUNITY BANKS INC | 2,330 | 0.00 USD | |
| 15 Oct 2025 | OTHER | AvidXchange Holdings, Inc. | 82,120 | — | |
| 26 Jun 2025 | GRANT_AWARD | AvidXchange Holdings, Inc. | 18,916 | 0.00 USD | |
| 14 May 2025 | GRANT_AWARD | UNITED COMMUNITY BANKS INC | 2,526 | 0.00 USD | |
| 20 Jun 2024 | GRANT_AWARD | AvidXchange Holdings, Inc. | 17,088 | 0.00 USD | |
| 15 May 2024 | GRANT_AWARD | UNITED COMMUNITY BANKS INC | 2,413 | 0.00 USD | |
| 22 Jun 2023 | GRANT_AWARD | AvidXchange Holdings, Inc. | 16,134 | 10.85 USD | |
| 17 May 2023 | GRANT_AWARD | UNITED COMMUNITY BANKS INC | 2,856 | 0.00 USD | |
| 09 Jun 2022 | GRANT_AWARD | AvidXchange Holdings, Inc. | 22,816 | 7.67 USD | |
| 01 Jun 2022 | GRANT_AWARD | UNITED COMMUNITY BANKS INC | 1,762 | 0.00 USD | |
| 16 May 2022 | EXERCISE | AvidXchange Holdings, Inc. | 4,666 | — | |
| 16 May 2022 | EXERCISE | AvidXchange Holdings, Inc. | 4,666 | 0.00 USD | deriv |
| 18 Nov 2021 | GRANT_AWARD | AvidXchange Holdings, Inc. | 4,666 | 0.00 USD | deriv |
| 01 Jun 2021 | GRANT_AWARD | UNITED COMMUNITY BANKS INC | 1,441 | 0.00 USD | |
| 01 Jun 2020 | GRANT_AWARD | UNITED COMMUNITY BANKS INC | 2,563 | 0.00 USD | |
| 09 Sept 2019 | GRANT_AWARD | UNITED COMMUNITY BANKS INC | 372 | 0.00 USD | |
| 03 Jun 2019 | GRANT_AWARD | UNITED COMMUNITY BANKS INC | 1,509 | 0.00 USD | |
| 02 Jul 2018 | GRANT_AWARD | UNITED COMMUNITY BANKS INC | 1,077 | 0.00 USD |