Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CCC Intelligent Solutions Holdings Inc.CCC · Entity 4014 | Director | May 21, 2026 | May 26, 2026 |
| Paymentus Holdings, Inc.PAY · Entity 3983 | Director | June 08, 2026 | June 09, 2026 |
| Revolution Lighting Technologies, Inc.RVLT · Entity 156040 | Director | March 07, 2017 | February 14, 2019 |
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.
CCC Intelligent Solutions Holdings Inc.
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 108,862 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Exercise / conversion · Acquired 31,250 · Balance 108,862 |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-05-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-21 · Exercise / conversion · Disposed 31,250 · Balance 0 F1: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 22, 2026 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 60,573 |
Reported balance
After 2026-05-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-21 · Grant · Acquired 60,573 · Balance 60,573 F2: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 21, 2027 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 22, 2026 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date.
F2: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive, at the Issuer's discretion, (i) one share of Common Stock for each RSU, (ii) an amount of cash equal to the fair market value of such share of Common Stock on the date immediately preceding the date of settlement of the RSU, or (iii) a combination thereof. The RSUs vest on the earlier of May 21, 2027 and the date of the next annual meeting of the stockholders of the Issuer, generally subject to the Reporting Person's continued service to the Issuer through such vesting and settlement date.
Paymentus Holdings, Inc.
Report date June 08, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 86,941 |
Reported balance
After 2026-06-08 transaction · row 1
1 source rowRow 1 · 2026-06-08 · Grant · Acquired 8,280 · Balance 86,941 F1: Represents an equal number of restricted stock units ("RSUs") granted pursuant to the Issuer's 2021 Equity Incentive Plan. Each RSU represents the right to receive a share of the Issuer's Class A common stock on the date it vests, subject to continued service of the reporting person through the applicable vesting date. The RSUs will vest on the one year anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an equal number of restricted stock units ("RSUs") granted pursuant to the Issuer's 2021 Equity Incentive Plan. Each RSU represents the right to receive a share of the Issuer's Class A common stock on the date it vests, subject to continued service of the reporting person through the applicable vesting date. The RSUs will vest on the one year anniversary of the grant date.
Revolution Lighting Technologies, Inc.
Report date March 07, 2017 · Filed February 14, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value, $0.001 per shareSEC Table I · non-derivative | Direct | 35,058 |
Reported balance
After 2017-03-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-03-07 · Grant · Acquired 2,558 · Balance 35,058 F1: On March 7, 2017, the Compensation Committee of the Issuer's Board of Directors approved a grant of 2,558 shares of restricted Common Stock to Mr. Ingram, to be fully vested on the first anniversary of issuance, with the date of such issuance being May 2, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 7, 2017, the Compensation Committee of the Issuer's Board of Directors approved a grant of 2,558 shares of restricted Common Stock to Mr. Ingram, to be fully vested on the first anniversary of issuance, with the date of such issuance being May 2, 2017.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AVALARA, INC.
Report date October 19, 2022 · Filed October 19, 2022
Section 16 reporting ended · disclosed 2022-10-19. 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 2022-10-19 transaction · row 1
1 source rowRow 1 · 2022-10-19 · Disposition to issuer · Disposed 5,576 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger ("Merger Agreement"), dated as of August 8, 2022, by and among the Issuer, Lava Intermediate, Inc. and Lava Merger Sub, Inc., pursuant to which the outstanding shares of the Issuer's Common Stock (other than certain excluded shares) were converted into the right to receive, without interest, the cash merger consideration of $93.50 per share. Amount includes 2,254 restricted stock units held by the Reporting Person whose acquisition was previously reported in Table I that became fully vested immediately prior to the effective time of the merger and thereafter were cancelled and converted into the right to receive, without interest, $93.50 per share. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.84 · Expires 2027-02-09 | Direct | 0 |
Reported balance
After 2022-10-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-10-19 · Disposition to issuer · Disposed 1,797 · Balance 0 F2: Pursuant to the Merger Agreement, immediately prior to the effective time of the merger, the option was cancelled and converted into the right to receive, without interest, the cash merger consideration of $93.50 for each share subject to the option (whether vested or unvested), less the per share exercise price and applicable withholding taxes. Options held by the Reporting Person with exercise prices greater than $93.50 per share were cancelled without the payment of any consideration therefor. The disposition of such options is not reported. F3: The option originally provided that 25% of the total shares subject to the option vested and became exercisable on January 1, 2018, and 1/48th of the total shares subject to the option vested and became exercisable monthly thereafter such that the option was fully vested and exercisable on January 1, 2021. The option was converted into the right to receive the merger consideration with respect to the entire option as set forth in footnote 2. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.60 · Expires 2028-01-23 | Direct | 0 |
Reported balance
After 2022-10-19 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-10-19 · Disposition to issuer · Disposed 11,440 · Balance 0 F2: Pursuant to the Merger Agreement, immediately prior to the effective time of the merger, the option was cancelled and converted into the right to receive, without interest, the cash merger consideration of $93.50 for each share subject to the option (whether vested or unvested), less the per share exercise price and applicable withholding taxes. Options held by the Reporting Person with exercise prices greater than $93.50 per share were cancelled without the payment of any consideration therefor. The disposition of such options is not reported. F4: The option originally provided that 25% of the total shares subject to the option vested and became exercisable on January 1, 2019, and 1/48th of the total shares subject to the option vested and became exercisable monthly thereafter such that the option was fully vested and exercisable on January 1, 2022. The option was converted into the right to receive the merger consideration with respect to the entire option as set forth in footnote 2. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.76 · Expires 2029-01-28 | Direct | 0 |
Reported balance
After 2022-10-19 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-10-19 · Disposition to issuer · Disposed 96,451 · Balance 0 F2: Pursuant to the Merger Agreement, immediately prior to the effective time of the merger, the option was cancelled and converted into the right to receive, without interest, the cash merger consideration of $93.50 for each share subject to the option (whether vested or unvested), less the per share exercise price and applicable withholding taxes. Options held by the Reporting Person with exercise prices greater than $93.50 per share were cancelled without the payment of any consideration therefor. The disposition of such options is not reported. F5: The option, which originally provided that 25% of the total shares subject to the option vested and became exercisable on January 1, 2020, and 1/48th of the total shares subject to the option vested and became exercisable monthly thereafter, was converted into the right to receive the merger consideration with respect to the entire option as set forth in footnote 2. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger ("Merger Agreement"), dated as of August 8, 2022, by and among the Issuer, Lava Intermediate, Inc. and Lava Merger Sub, Inc., pursuant to which the outstanding shares of the Issuer's Common Stock (other than certain excluded shares) were converted into the right to receive, without interest, the cash merger consideration of $93.50 per share. Amount includes 2,254 restricted stock units held by the Reporting Person whose acquisition was previously reported in Table I that became fully vested immediately prior to the effective time of the merger and thereafter were cancelled and converted into the right to receive, without interest, $93.50 per share.
F2: Pursuant to the Merger Agreement, immediately prior to the effective time of the merger, the option was cancelled and converted into the right to receive, without interest, the cash merger consideration of $93.50 for each share subject to the option (whether vested or unvested), less the per share exercise price and applicable withholding taxes. Options held by the Reporting Person with exercise prices greater than $93.50 per share were cancelled without the payment of any consideration therefor. The disposition of such options is not reported.
F3: The option originally provided that 25% of the total shares subject to the option vested and became exercisable on January 1, 2018, and 1/48th of the total shares subject to the option vested and became exercisable monthly thereafter such that the option was fully vested and exercisable on January 1, 2021. The option was converted into the right to receive the merger consideration with respect to the entire option as set forth in footnote 2.
F4: The option originally provided that 25% of the total shares subject to the option vested and became exercisable on January 1, 2019, and 1/48th of the total shares subject to the option vested and became exercisable monthly thereafter such that the option was fully vested and exercisable on January 1, 2022. The option was converted into the right to receive the merger consideration with respect to the entire option as set forth in footnote 2.
F5: The option, which originally provided that 25% of the total shares subject to the option vested and became exercisable on January 1, 2020, and 1/48th of the total shares subject to the option vested and became exercisable monthly thereafter, was converted into the right to receive the merger consideration with respect to the entire option as set forth in footnote 2.
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 |
|---|---|---|---|---|---|---|
| August 14, 2019 Filed Aug 16, 2019 20:44 UTC | AVALARA, INC. AVLR · Entity 123010 | SaleCommon Stock | 3,201 | $84.06 | $269,076.06 |
DisclosureSEC source: 0001209191-19-046338 · doc4.xml · nonDerivative · entry 4 INGRAM WILLIAM · CIK 0001269473 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 979 F1 · kind: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 20, 2018. F4 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.80 to $84.55, inclusive. Upon request by Avalara, Inc., any security holder thereof, or the staff of the Securities and Exchange Commission, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| August 14, 2019 Filed Aug 16, 2019 20:44 UTC | AVALARA, INC. AVLR · Entity 123010 | SaleCommon Stock | 4,098 | $83.12 | $340,625.76 |
DisclosureSEC source: 0001209191-19-046338 · doc4.xml · nonDerivative · entry 3 INGRAM WILLIAM · CIK 0001269473 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,180 F1 · kind: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 20, 2018. F3 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.72 to $83.66, inclusive. Upon request by Avalara, Inc., any security holder thereof, or the staff of the Securities and Exchange Commission, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| August 14, 2019 Filed Aug 16, 2019 20:44 UTC | AVALARA, INC. AVLR · Entity 123010 | SaleCommon Stock | 17,701 | $82.22 | $1,455,376.22 |
DisclosureSEC source: 0001209191-19-046338 · doc4.xml · nonDerivative · entry 2 INGRAM WILLIAM · CIK 0001269473 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,278 F1 · kind: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 20, 2018. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.72 to $82.69, inclusive. Upon request by Avalara, Inc., any security holder thereof, or the staff of the Securities and Exchange Commission, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| August 14, 2019 Filed Aug 16, 2019 20:44 UTC | AVALARA, INC. AVLR · Entity 123010 | Exercise / conversionCommon Stock | 25,000 | $12.60 | $315,000.00 |
DisclosureSEC source: 0001209191-19-046338 · doc4.xml · nonDerivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,979 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. Read SEC document |
| May 16, 2019 Filed May 20, 2019 20:22 UTC | AVALARA, INC. AVLR · Entity 123010 | GiftCommon Stock | 375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-031379 · doc4.xml · nonDerivative · entry 2 INGRAM WILLIAM · CIK 0001269473 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 979 F1 · price: The reported disposition represents a bona fide charitable gift made by the reporting person. Read SEC document |
| May 16, 2019 Filed May 20, 2019 20:22 UTC | AVALARA, INC. AVLR · Entity 123010 | GiftCommon Stock | 375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-031379 · doc4.xml · nonDerivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,354 F1 · price: The reported disposition represents a bona fide charitable gift made by the reporting person. Read SEC document |
| May 15, 2019 Filed May 16, 2019 21:49 UTC | AVALARA, INC. AVLR · Entity 123010 | Exercise / conversionStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $12.60 | $0.00 |
DisclosureSEC source: 0001209191-19-030561 · doc4.xml · derivative · entry 6 INGRAM WILLIAM · CIK 0001269473 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 440,000 Underlying: Common Stock · 25,000 shares Expires 2026-01-25 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. F6 · derivative.exercise_date: The option grant was for 540,000 shares of common stock with the following vesting schedule: 25% of the shares vested on December 14, 2016, and 1/48 vest monthly thereafter, such that the option will be fully vested on December 14, 2019. Read SEC document |
| May 15, 2019 Filed May 16, 2019 21:49 UTC | AVALARA, INC. AVLR · Entity 123010 | SaleCommon Stock | 7,237 | $69.21 | $500,872.77 |
DisclosureSEC source: 0001209191-19-030561 · doc4.xml · nonDerivative · entry 5 INGRAM WILLIAM · CIK 0001269473 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,729 F1 · kind: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 20, 2018. F5 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.12 to $69.28, inclusive. Upon request by Avalara, Inc., any security holder thereof, or the staff of the Securities and Exchange Commission, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| May 15, 2019 Filed May 16, 2019 21:49 UTC | AVALARA, INC. AVLR · Entity 123010 | SaleCommon Stock | 12,263 | $68.80 | $843,694.40 |
DisclosureSEC source: 0001209191-19-030561 · doc4.xml · nonDerivative · entry 4 INGRAM WILLIAM · CIK 0001269473 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,966 F1 · kind: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 20, 2018. F4 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.16 to $69.10, inclusive. Upon request by Avalara, Inc., any security holder thereof, or the staff of the Securities and Exchange Commission, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| May 15, 2019 Filed May 16, 2019 21:49 UTC | AVALARA, INC. AVLR · Entity 123010 | SaleCommon Stock | 4,500 | $67.66 | $304,470.00 |
DisclosureSEC source: 0001209191-19-030561 · doc4.xml · nonDerivative · entry 3 INGRAM WILLIAM · CIK 0001269473 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,229 F1 · kind: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 20, 2018. F3 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.12 to $68.09, inclusive. Upon request by Avalara, Inc., any security holder thereof, or the staff of the Securities and Exchange Commission, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| May 15, 2019 Filed May 16, 2019 21:49 UTC | AVALARA, INC. AVLR · Entity 123010 | SaleCommon Stock | 1,000 | $66.46 | $66,460.00 |
DisclosureSEC source: 0001209191-19-030561 · doc4.xml · nonDerivative · entry 2 INGRAM WILLIAM · CIK 0001269473 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,729 F1 · kind: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 20, 2018. F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.11 to $67.00, inclusive. Upon request by Avalara, Inc., any security holder thereof, or the staff of the Securities and Exchange Commission, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| May 15, 2019 Filed May 16, 2019 21:49 UTC | AVALARA, INC. AVLR · Entity 123010 | Exercise / conversionCommon Stock | 25,000 | $12.60 | $315,000.00 |
DisclosureSEC source: 0001209191-19-030561 · doc4.xml · nonDerivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,729 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. Read SEC document |
| May 10, 2019 Filed May 14, 2019 00:05 UTC | AVALARA, INC. AVLR · Entity 123010 | Exercise / conversionStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $12.60 | $0.00 |
DisclosureSEC source: 0001209191-19-029485 · doc4.xml · derivative · entry 4 INGRAM WILLIAM · CIK 0001269473 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 465,000 Underlying: Common Stock · 25,000 shares Expires 2026-01-25 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. F3 · derivative.exercise_date: The option grant was for 540,000 shares of common stock with the following vesting schedule: 25% of the shares vested on December 14, 2016, and 1/48 vest monthly thereafter, such that the option will be fully vested on December 14, 2019. Read SEC document |
| May 10, 2019 Filed May 14, 2019 00:05 UTC | AVALARA, INC. AVLR · Entity 123010 | SaleCommon Stock | 6,400 | $71.99 | $460,736.00 |
DisclosureSEC source: 0001209191-19-029485 · doc4.xml · nonDerivative · entry 3 INGRAM WILLIAM · CIK 0001269473 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,729 F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.73 to $72.28, inclusive. Upon request by Avalara, Inc., any security holder thereof, or the staff of the Securities and Exchange Commission, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| May 10, 2019 Filed May 14, 2019 00:05 UTC | AVALARA, INC. AVLR · Entity 123010 | SaleCommon Stock | 18,600 | $71.05 | $1,321,530.00 |
DisclosureSEC source: 0001209191-19-029485 · doc4.xml · nonDerivative · entry 2 INGRAM WILLIAM · CIK 0001269473 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,129 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.51 to $71.49, inclusive. Upon request by Avalara, Inc., any security holder thereof, or the staff of the Securities and Exchange Commission, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| May 10, 2019 Filed May 14, 2019 00:05 UTC | AVALARA, INC. AVLR · Entity 123010 | Exercise / conversionCommon Stock | 25,000 | $12.60 | $315,000.00 |
DisclosureSEC source: 0001209191-19-029485 · doc4.xml · nonDerivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,729 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. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:19 UTC | AVALARA, INC. AVLR · Entity 123010 | Exercise / conversionStock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $12.60 | $0.00 |
DisclosureSEC source: 0000899243-19-004239 · doc4.xml · derivative · entry 3 INGRAM WILLIAM · CIK 0001269473 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 490,000 Underlying: Common Stock · 50,000 shares Expires 2026-01-25 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. F3 · derivative.exercise_date: The option grant was for 540,000 shares of common stock with the following vesting schedule: 25% of the shares vested on December 14, 2016, and 1/48 vest monthly thereafter, such that the option will be fully vested on December 14, 2019. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:19 UTC | AVALARA, INC. AVLR · Entity 123010 | SaleCommon Stock | 50,000 | $49.10 | $2,455,000.00 |
DisclosureSEC source: 0000899243-19-004239 · doc4.xml · nonDerivative · entry 2 INGRAM WILLIAM · CIK 0001269473 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,729 F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.93 to $49.24, inclusive. Upon request by Avalara, Inc., any security holder thereof, or the staff of the Securities and Exchange Commission, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:19 UTC | AVALARA, INC. AVLR · Entity 123010 | Exercise / conversionCommon Stock | 50,000 | $12.60 | $630,000.00 |
DisclosureSEC source: 0000899243-19-004239 · doc4.xml · nonDerivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,729 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 · balance_after: Includes 1,415 shares purchased under the Avalara, Inc. 2018 Employee Stock Purchase Plan on January 31, 2019. Read SEC document |
| January 28, 2019 Filed Jan 30, 2019 23:13 UTC | AVALARA, INC. AVLR · Entity 123010 | GrantStock Option (Right to Buy) · Derivative | 185,185 | $0.00 Strike: $39.76 | $0.00 |
DisclosureSEC source: 0000899243-19-002214 · doc4.xml · derivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,185 Underlying: Common Stock · 185,185 shares Expires 2029-01-28 F1 · derivative.exercise_date: The option vests over four years such that 25% of the total option shall be vested on January 1, 2020, and 1/48 of the total option shall vest monthly thereafter over the next three years, such that the option will be fully vested on January 1, 2023. Read SEC document |
| March 07, 2017 Filed Feb 14, 2019 18:49 UTC | Revolution Lighting Technologies, Inc. RVLT · Entity 156040 | GrantCommon Stock, par value, $0.001 per share | 2,558 | $0.00 | $0.00 |
DisclosureSEC source: 0000905718-19-000236 · ownership.xml · nonDerivative · entry 1 INGRAM WILLIAM · CIK 0001269473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,058 F1 · shares: On March 7, 2017, the Compensation Committee of the Issuer's Board of Directors approved a grant of 2,558 shares of restricted Common Stock to Mr. Ingram, to be fully vested on the first anniversary of issuance, with the date of such issuance being May 2, 2017. F1 · balance_after: On March 7, 2017, the Compensation Committee of the Issuer's Board of Directors approved a grant of 2,558 shares of restricted Common Stock to Mr. Ingram, to be fully vested on the first anniversary of issuance, with the date of such issuance being May 2, 2017. 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.