Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CurAegis Technologies, Inc.CRGS · Entity 146848 | Director | December 10, 2018 | December 19, 2018 |
| UNITED COMMUNITY BANKS INCUCB · Entity 701 | Director | May 13, 2026 | May 14, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CurAegis Technologies, Inc.
Report date December 10, 2018 · Filed December 19, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $0.31 · Expires 2028-01-12 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2018-12-10 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: These stock options vest ratably at a rate of 25% per year beginning upon the first anniversary of the date of grant. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $0.26 · Expires 2028-11-28 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2018-12-10 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F2: These stock options vest ratably at a rate of 25% per year beginning upon the date of grant. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $0.26 · Expires 2028-11-28 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2018-12-10 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F2: These stock options vest ratably at a rate of 25% per year beginning upon the date of grant. |
| Common Stock Purchase WarrantSEC Table II · derivative / convertible security · Conversion / exercise price $0.33 · Expires 2028-03-02 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2018-12-10 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance Not disclosed F3: Reporting Person acquired Issuer's Common Stock Purchase Warrant as a part of the Reporting Person's purchase of the Issuer's Convertible Promissory Note reported below for no additional consideration. |
| Convertible Promissory NoteSEC Table II · derivative / convertible security · Conversion / exercise price $0.33 · Expires 2023-03-02 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2018-12-10 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance Not disclosed |
Filing footnotes · ownership attribution and instrument terms
F1: These stock options vest ratably at a rate of 25% per year beginning upon the first anniversary of the date of grant.
F2: These stock options vest ratably at a rate of 25% per year beginning upon the date of grant.
F3: Reporting Person acquired Issuer's Common Stock Purchase Warrant as a part of the Reporting Person's purchase of the Issuer's Convertible Promissory Note reported below for no additional consideration.
UNITED COMMUNITY BANKS INC
Report date May 13, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,849 |
Reported balance
After 2026-05-13 transaction · row 1
1 source rowRow 1 · 2026-05-13 · Grant · Acquired 2,330 · Balance 18,849 F1: Reflects grant of 2026 restricted stock units, which vest the day before the Issuer's next annual meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects grant of 2026 restricted stock units, which vest the day before the Issuer's next annual meeting.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AvidXchange Holdings, Inc.
Report date October 15, 2025 · Filed October 15, 2025
Section 16 reporting ended · disclosed 2025-10-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-10-15 transaction · row 1
1 source rowRow 1 · 2025-10-15 · Disposition to issuer · Disposed 82,120 · Balance 0 F1: In connection with the terms of an Agreement and Plan of Merger, dated May 6, 2025 (as it may be amended from time to time, the "Merger Agreement"), by and among the Issuer, Arrow Borrower 2025, Inc. ("Parent"), and Arrow Merger Sub 2025, Inc., a wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent (the "Effective Time"). At the Effective Time, each outstanding share of Common Stock was automatically converted into the right to receive $10.00 in cash, without interest (the "Merger Consideration"). F2: At the Effective Time, each outstanding restricted stock unit that does not vest upon the occurrence of the Effective Time was automatically substituted and immediately converted into a cash award equal to the product of (i) the aggregate number of shares of Common Stock underlying such unvested restricted stock unit immediately prior to the Effective Time multiplied by (ii) the Merger Consideration, subject to the terms and conditions of the corresponding award. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the terms of an Agreement and Plan of Merger, dated May 6, 2025 (as it may be amended from time to time, the "Merger Agreement"), by and among the Issuer, Arrow Borrower 2025, Inc. ("Parent"), and Arrow Merger Sub 2025, Inc., a wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent (the "Effective Time"). At the Effective Time, each outstanding share of Common Stock was automatically converted into the right to receive $10.00 in cash, without interest (the "Merger Consideration").
F2: At the Effective Time, each outstanding restricted stock unit that does not vest upon the occurrence of the Effective Time was automatically substituted and immediately converted into a cash award equal to the product of (i) the aggregate number of shares of Common Stock underlying such unvested restricted stock unit immediately prior to the Effective Time multiplied by (ii) the Merger Consideration, subject to the terms and conditions of the corresponding award.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 13, 2026 Filed May 14, 2026 20:07 UTC | UNITED COMMUNITY BANKS INC UCB · Entity 701 | GrantCommon Stock | 2,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001648472-26-000002 · wk-form4_1778789264.xml · nonDerivative · entry 1 Drummond Lance F. · CIK 0001648472 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,849 F1 · shares: Reflects grant of 2026 restricted stock units, which vest the day before the Issuer's next annual meeting. Read SEC document |
| October 15, 2025 Filed Oct 15, 2025 20:34 UTC | AvidXchange Holdings, Inc. AVDX · Entity 74232 | Disposition to issuerCommon Stock | 82,120 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-240335 · ownership.xml · nonDerivative · entry 1 Drummond Lance F. · CIK 0001648472 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: In connection with the terms of an Agreement and Plan of Merger, dated May 6, 2025 (as it may be amended from time to time, the "Merger Agreement"), by and among the Issuer, Arrow Borrower 2025, Inc. ("Parent"), and Arrow Merger Sub 2025, Inc., a wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent (the "Effective Time"). At the Effective Time, each outstanding share of Common Stock was automatically converted into the right to receive $10.00 in cash, without interest (the "Merger Consideration"). F2 · price: At the Effective Time, each outstanding restricted stock unit that does not vest upon the occurrence of the Effective Time was automatically substituted and immediately converted into a cash award equal to the product of (i) the aggregate number of shares of Common Stock underlying such unvested restricted stock unit immediately prior to the Effective Time multiplied by (ii) the Merger Consideration, subject to the terms and conditions of the corresponding award. Read SEC document |
| June 26, 2025 Filed Jun 27, 2025 22:15 UTC | AvidXchange Holdings, Inc. AVDX · Entity 74232 | GrantCommon Stock | 18,916 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-091091 · ownership.xml · nonDerivative · entry 1 Drummond Lance F. · CIK 0001648472 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,120 F1 · shares: 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. Read SEC document |
| May 14, 2025 Filed May 15, 2025 20:05 UTC | UNITED COMMUNITY BANKS INC UCB · Entity 701 | GrantCommon Stock | 2,526 | $0.00 | $0.00 |
DisclosureSEC source: 0000857855-25-000101 · wk-form4_1747339516.xml · nonDerivative · entry 1 Drummond Lance F. · CIK 0001648472 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,519 F1 · shares: Reflects grant of 2025 restricted stock units, which vest the day before the Issuer's next annual meeting. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 21:17 UTC | AvidXchange Holdings, Inc. AVDX · Entity 74232 | GrantCommon Stock | 17,088 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-076888 · ownership.xml · nonDerivative · entry 1 Drummond Lance F. · CIK 0001648472 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,204 F1 · shares: 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. Read SEC document |
| May 15, 2024 Filed May 16, 2024 20:45 UTC | UNITED COMMUNITY BANKS INC UCBI · Entity 701 | GrantCommon Stock | 2,413 | $0.00 | $0.00 |
DisclosureSEC source: 0000857855-24-000035 · wk-form4_1715892307.xml · nonDerivative · entry 1 Drummond Lance F. · CIK 0001648472 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,993 F1 · shares: Reflects grant of time-based restricted stock units, which vest the day before the Issuer's next annual meeting of shareholders. Read SEC document |
| June 22, 2023 Filed Jun 26, 2023 22:02 UTC | AvidXchange Holdings, Inc. AVDX · Entity 74232 | GrantCommon Stock | 16,134 | $10.85 | $174,989.36 |
DisclosureSEC source: 0001209191-23-039773 · doc4.xml · nonDerivative · entry 1 Drummond Lance F. · CIK 0001648472 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,116 F1 · security: 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. Read SEC document |
| May 17, 2023 Filed May 19, 2023 20:04 UTC | UNITED COMMUNITY BANKS INC UCBI · Entity 701 | GrantCOMMON STOCK | 2,856 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011791 · form4.xml · nonDerivative · entry 1 Drummond Lance F. · CIK 0001648472 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,580 F1 · shares: Reflects grant of 2023 restricted stock units, which vest the day before the Issuer's next annual meeting. Read SEC document |
| June 09, 2022 Filed Jun 14, 2022 01:07 UTC | AvidXchange Holdings, Inc. AVDX · Entity 74232 | GrantCommon Stock | 22,816 | $7.67 | $174,998.72 |
DisclosureSEC source: 0001209191-22-036544 · doc4.xml · nonDerivative · entry 1 Drummond Lance F. · CIK 0001648472 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,982 F1 · security: 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. Read SEC document |
| June 01, 2022 Filed Jun 2, 2022 21:02 UTC | UNITED COMMUNITY BANKS INC UCBI · Entity 701 | GrantCOMMON STOCK | 1,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-014164 · form4.xml · nonDerivative · entry 1 Drummond Lance F. · CIK 0001648472 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,724 F1 · shares: Reflects grant of 2022 Restricted Stock Units, which vest on August 15, 2023. Read SEC document |
| May 16, 2022 Filed May 18, 2022 21:24 UTC | AvidXchange Holdings, Inc. AVDX · Entity 74232 | Exercise / conversionRestricted Stock Units · Derivative | 4,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-030141 · doc4.xml · derivative · entry 2 Drummond Lance F. · CIK 0001648472 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,666 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Upon vesting, restricted stock units convert into common stock on a one-for-one-basis. F2 · derivative.exercise_date: The restricted stock units are fully vested. F2 · derivative.expiration_date: The restricted stock units are fully vested. Read SEC document |
| May 16, 2022 Filed May 18, 2022 21:24 UTC | AvidXchange Holdings, Inc. AVDX · Entity 74232 | Exercise / conversionCommon Stock | 4,666 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-030141 · doc4.xml · nonDerivative · entry 1 Drummond Lance F. · CIK 0001648472 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,166 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Upon vesting, restricted stock units convert into common stock on a one-for-one-basis. Read SEC document |
| November 18, 2021 Filed Nov 22, 2021 20:28 UTC | AvidXchange Holdings, Inc. AVDX · Entity 74232 | GrantRestricted Stock Units · Derivative | 4,666 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-045550 · doc4.xml · derivative · entry 1 Drummond Lance F. · CIK 0001648472 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,666 Underlying: Common Stock · 4,666 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F2 · derivative.exercise_date: The restricted stock units will vest on May 15, 2022. F2 · derivative.expiration_date: The restricted stock units will vest on May 15, 2022. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 13:59 UTC | UNITED COMMUNITY BANKS INC UCBI · Entity 701 | GrantCOMMON STOCK | 1,441 | $0.00 | $0.00 |
DisclosureSEC source: 0000857855-21-000068 · edgar.xml · nonDerivative · entry 1 Drummond Lance F. · CIK 0001648472 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,962 F1 · shares: Reflects grant of 2021 Restricted Stock Units, which vest on August 15, 2022. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 15:08 UTC | UNITED COMMUNITY BANKS INC UCBI · Entity 701 | GrantCOMMON STOCK | 2,563 | $0.00 | $0.00 |
DisclosureSEC source: 0000857855-20-000030 · edgar.xml · nonDerivative · entry 1 Drummond Lance F. · CIK 0001648472 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,521 F1 · shares: Reflects grant of 2020 Restricted Stock Units, which vest on August 15, 2021. Read SEC document |
| September 09, 2019 Filed Sep 11, 2019 18:16 UTC | UNITED COMMUNITY BANKS INC UCBI · Entity 701 | GrantCOMMON STOCK | 372 | $0.00 | $0.00 |
DisclosureSEC source: 0000857855-19-000067 · edgar.xml · nonDerivative · entry 1 Drummond Lance F. · CIK 0001648472 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,958 F1 · shares: Reflects grant of 2019 Restricted Stock Units, which vest on November 15, 2020. F2 · balance_after: Includes Restricted Stock Units. Read SEC document |
| June 03, 2019 Filed Jun 5, 2019 22:31 UTC | UNITED COMMUNITY BANKS INC UCBI · Entity 701 | GrantCOMMON STOCK | 1,509 | $0.00 | $0.00 |
DisclosureSEC source: 0000857855-19-000035 · edgar.xml · nonDerivative · entry 1 Drummond Lance F. · CIK 0001648472 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,586 F1 · shares: Reflects grant of 2019 Restricted Stock Units, which cliff vest on August 15, 2020. F2 · balance_after: Includes Restricted Stock Units. Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 18:33 UTC | UNITED COMMUNITY BANKS INC UCBI · Entity 701 | GrantCOMMON STOCK | 1,077 | $0.00 | $0.00 |
DisclosureSEC source: 0000857855-18-000027 · edgar.xml · nonDerivative · entry 1 Drummond Lance F. · CIK 0001648472 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,077 F1 · shares: Reflects grant of 2018 Restricted Stock Units, which cliff vest on August 15, 2019. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.