Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Five9, Inc.FIVN · Entity 4346 | Chief Executive Officer | February 24, 2026 | February 26, 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.
Five9, Inc.
Report date February 24, 2026 · Filed February 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 716,743 |
Reported balance
After 2026-02-24 transaction · row 1
1 source rowRow 1 · 2026-02-24 · Grant · Acquired 716,743 · Balance 716,743 |
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 95,995 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger (the "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 76,705 restricted stock units ("RSUs") held by the Reporting Person whose acquisition was previously reported in Table I that were cancelled and converted into the contingent right to receive, without interest, $93.50 per share subject to such RSUs, less applicable withholding taxes, with payments subject to the same time-vesting terms and conditions applicable to the corresponding RSUs immediately prior to the effective time of the merger. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $55.10 · Expires 2029-04-22 | 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 52,753 · 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. F3: The option, which originally provided that 25% of the total shares subject to the option vested and became exercisable on March 4, 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. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $67.27 · Expires 2030-03-12 | 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 21,348 · 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. F4: The option, which originally provided that 25% of the total shares subject to the option vested and became exercisable on March 5, 2021, 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. |
| Performance Share UnitsSEC Table II · derivative / convertible security · Expires 2024-01-05 | Direct | 20,311 |
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 · Grant · Acquired 20,311 · Balance 20,311 F5: Each performance share unit ("PSU") represents the economic equivalent of one share of Issuer Common Stock. F6: Represents PSUs with an initial three-year performance period commencing on January 1, 2021, that were originally scheduled to vest annually over the remaining performance period based on the achievement of certain performance conditions and that were not required to be reported prior to satisfaction of such performance-based vesting conditions. The number reported represents the number of PSUs eligible for cash consideration in the merger, determined in accordance with the Merger Agreement. F7: Pursuant to the Merger Agreement, immediately prior to the effective time of the merger, the PSUs were cancelled and converted into the contingent right to receive, without interest, the cash merger consideration of $93.50 per share subject to the PSUs, less applicable withholding taxes, with payments to be made in accordance with the vesting terms and conditions set forth in the award agreement for the PSUs in the event of a "change in control," which award agreement generally provides for quarterly time-vesting over the remaining performance period applicable to the PSUs. |
| Performance Share UnitsSEC Table II · derivative / convertible security · Expires 2024-01-05 | Direct | 0 |
Reported balance
After 2022-10-19 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-10-19 · Disposition to issuer · Disposed 20,311 · Balance 0 F5: Each performance share unit ("PSU") represents the economic equivalent of one share of Issuer Common Stock. F7: Pursuant to the Merger Agreement, immediately prior to the effective time of the merger, the PSUs were cancelled and converted into the contingent right to receive, without interest, the cash merger consideration of $93.50 per share subject to the PSUs, less applicable withholding taxes, with payments to be made in accordance with the vesting terms and conditions set forth in the award agreement for the PSUs in the event of a "change in control," which award agreement generally provides for quarterly time-vesting over the remaining performance period applicable to the PSUs. |
| Performance Share UnitsSEC Table II · derivative / convertible security · Expires 2025-01-05 | Direct | 36,742 |
Reported balance
After 2022-10-19 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-10-19 · Grant · Acquired 36,742 · Balance 36,742 F5: Each performance share unit ("PSU") represents the economic equivalent of one share of Issuer Common Stock. F8: Represents PSUs with an initial three-year performance period commencing on January 1, 2022, that were originally scheduled to vest annually over the performance period based on the achievement of certain performance conditions and that were not required to be reported prior to the satisfaction of the performance-based vesting conditions. The number reported represents the number of PSUs eligible for cash consideration in connection with the merger, determined in accordance with the Merger Agreement. F7: Pursuant to the Merger Agreement, immediately prior to the effective time of the merger, the PSUs were cancelled and converted into the contingent right to receive, without interest, the cash merger consideration of $93.50 per share subject to the PSUs, less applicable withholding taxes, with payments to be made in accordance with the vesting terms and conditions set forth in the award agreement for the PSUs in the event of a "change in control," which award agreement generally provides for quarterly time-vesting over the remaining performance period applicable to the PSUs. |
| Performance Share UnitsSEC Table II · derivative / convertible security · Expires 2025-01-05 | Direct | 0 |
Reported balance
After 2022-10-19 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-10-19 · Disposition to issuer · Disposed 36,742 · Balance 0 F5: Each performance share unit ("PSU") represents the economic equivalent of one share of Issuer Common Stock. F7: Pursuant to the Merger Agreement, immediately prior to the effective time of the merger, the PSUs were cancelled and converted into the contingent right to receive, without interest, the cash merger consideration of $93.50 per share subject to the PSUs, less applicable withholding taxes, with payments to be made in accordance with the vesting terms and conditions set forth in the award agreement for the PSUs in the event of a "change in control," which award agreement generally provides for quarterly time-vesting over the remaining performance period applicable to the PSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger (the "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 76,705 restricted stock units ("RSUs") held by the Reporting Person whose acquisition was previously reported in Table I that were cancelled and converted into the contingent right to receive, without interest, $93.50 per share subject to such RSUs, less applicable withholding taxes, with payments subject to the same time-vesting terms and conditions applicable to the corresponding RSUs immediately prior to the effective time of the merger.
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.
F3: The option, which originally provided that 25% of the total shares subject to the option vested and became exercisable on March 4, 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.
F4: The option, which originally provided that 25% of the total shares subject to the option vested and became exercisable on March 5, 2021, 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.
F5: Each performance share unit ("PSU") represents the economic equivalent of one share of Issuer Common Stock.
F6: Represents PSUs with an initial three-year performance period commencing on January 1, 2021, that were originally scheduled to vest annually over the remaining performance period based on the achievement of certain performance conditions and that were not required to be reported prior to satisfaction of such performance-based vesting conditions. The number reported represents the number of PSUs eligible for cash consideration in the merger, determined in accordance with the Merger Agreement.
F7: Pursuant to the Merger Agreement, immediately prior to the effective time of the merger, the PSUs were cancelled and converted into the contingent right to receive, without interest, the cash merger consideration of $93.50 per share subject to the PSUs, less applicable withholding taxes, with payments to be made in accordance with the vesting terms and conditions set forth in the award agreement for the PSUs in the event of a "change in control," which award agreement generally provides for quarterly time-vesting over the remaining performance period applicable to the PSUs.
F8: Represents PSUs with an initial three-year performance period commencing on January 1, 2022, that were originally scheduled to vest annually over the performance period based on the achievement of certain performance conditions and that were not required to be reported prior to the satisfaction of the performance-based vesting conditions. The number reported represents the number of PSUs eligible for cash consideration in connection with the merger, determined in accordance with the Merger Agreement.
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 |
|---|---|---|---|---|---|---|
| December 04, 2020 Filed Dec 8, 2020 18:19 UTC | AVALARA, INC. AVLR · Entity 123010 | Exercise / conversionStock Option (right to buy) · Derivative | 785 | $0.00 Strike: $55.10 | $0.00 |
DisclosureSEC source: 0001209191-20-062343 · doc4.xml · derivative · entry 3 Mathradas Amit · CIK 0001770686 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,958 Underlying: Common Stock · 785 shares Expires 2029-04-22 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. F2 · derivative.exercise_date: 25% of the total shares subject to the option vested and became exercisable on March 4, 2020, and 1/48th of the total shares subject to the option vest and become exercisable monthly thereafter such that the option is fully vested and exercisable on March 4, 2023. Read SEC document |
| December 04, 2020 Filed Dec 8, 2020 18:19 UTC | AVALARA, INC. AVLR · Entity 123010 | SaleCommon Stock | 785 | $168.35 | $132,154.75 |
DisclosureSEC source: 0001209191-20-062343 · doc4.xml · nonDerivative · entry 2 Mathradas Amit · CIK 0001770686 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,924 F1 · kind: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 11, 2020. Read SEC document |
| December 04, 2020 Filed Dec 8, 2020 18:19 UTC | AVALARA, INC. AVLR · Entity 123010 | Exercise / conversionCommon Stock | 785 | $55.10 | $43,253.50 |
DisclosureSEC source: 0001209191-20-062343 · doc4.xml · nonDerivative · entry 1 Mathradas Amit · CIK 0001770686 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,709 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 |
| November 04, 2020 Filed Nov 5, 2020 18:09 UTC | AVALARA, INC. AVLR · Entity 123010 | Exercise / conversionStock Option (right to buy) · Derivative | 785 | $0.00 Strike: $55.10 | $0.00 |
DisclosureSEC source: 0001209191-20-057177 · doc4.xml · derivative · entry 3 Mathradas Amit · CIK 0001770686 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,743 Underlying: Common Stock · 785 shares Expires 2029-04-22 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. F2 · derivative.exercise_date: 25% of the total shares subject to the option vested and became exercisable on March 4, 2020, and 1/48th of the total shares subject to the option vest and become exercisable monthly thereafter such that the option is fully vested and exercisable on March 4, 2023. Read SEC document |
| November 04, 2020 Filed Nov 5, 2020 18:09 UTC | AVALARA, INC. AVLR · Entity 123010 | SaleCommon Stock | 785 | $148.50 | $116,572.50 |
DisclosureSEC source: 0001209191-20-057177 · doc4.xml · nonDerivative · entry 2 Mathradas Amit · CIK 0001770686 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,924 F1 · kind: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 11, 2020. Read SEC document |
| November 04, 2020 Filed Nov 5, 2020 18:09 UTC | AVALARA, INC. AVLR · Entity 123010 | Exercise / conversionCommon Stock | 785 | $55.10 | $43,253.50 |
DisclosureSEC source: 0001209191-20-057177 · doc4.xml · nonDerivative · entry 1 Mathradas Amit · CIK 0001770686 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,709 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 |
| October 05, 2020 Filed Oct 7, 2020 17:23 UTC | AVALARA, INC. AVLR · Entity 123010 | Exercise / conversionStock Option (right to buy) · Derivative | 785 | $0.00 Strike: $55.10 | $0.00 |
DisclosureSEC source: 0001209191-20-054157 · doc4.xml · derivative · entry 3 Mathradas Amit · CIK 0001770686 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,528 Underlying: Common Stock · 785 shares Expires 2029-04-22 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. F2 · derivative.exercise_date: 25% of the total shares subject to the option vested and became exercisable on March 4, 2020, and 1/48th of the total shares subject to the option vest and become exercisable monthly thereafter such that the option is fully vested and exercisable on March 4, 2023. Read SEC document |
| October 05, 2020 Filed Oct 7, 2020 17:23 UTC | AVALARA, INC. AVLR · Entity 123010 | SaleCommon Stock | 785 | $131.00 | $102,835.00 |
DisclosureSEC source: 0001209191-20-054157 · doc4.xml · nonDerivative · entry 2 Mathradas Amit · CIK 0001770686 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,924 F1 · kind: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 11, 2020. Read SEC document |
| October 05, 2020 Filed Oct 7, 2020 17:23 UTC | AVALARA, INC. AVLR · Entity 123010 | Exercise / conversionCommon Stock | 785 | $55.10 | $43,253.50 |
DisclosureSEC source: 0001209191-20-054157 · doc4.xml · nonDerivative · entry 1 Mathradas Amit · CIK 0001770686 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,709 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 |
| September 21, 2020 Filed Sep 22, 2020 19:25 UTC | AVALARA, INC. AVLR · Entity 123010 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $55.10 | $0.00 |
DisclosureSEC source: 0001209191-20-051582 · doc4.xml · derivative · entry 3 Mathradas Amit · CIK 0001770686 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,313 Underlying: Common Stock · 10,000 shares Expires 2029-04-22 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. F2 · derivative.exercise_date: 25% of the total shares subject to the option vested and became exercisable on March 4, 2020, and 1/48th of the total shares subject to the option vest and become exercisable monthly thereafter such that the option is fully vested and exercisable on March 4, 2023. Read SEC document |
| September 21, 2020 Filed Sep 22, 2020 19:25 UTC | AVALARA, INC. AVLR · Entity 123010 | SaleCommon Stock | 10,000 | $120.00 | $1,200,000.00 |
DisclosureSEC source: 0001209191-20-051582 · doc4.xml · nonDerivative · entry 2 Mathradas Amit · CIK 0001770686 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,924 F1 · kind: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 11, 2020. Read SEC document |
| September 21, 2020 Filed Sep 22, 2020 19:25 UTC | AVALARA, INC. AVLR · Entity 123010 | Exercise / conversionCommon Stock | 10,000 | $55.10 | $551,000.00 |
DisclosureSEC source: 0001209191-20-051582 · doc4.xml · nonDerivative · entry 1 Mathradas Amit · CIK 0001770686 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,924 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 |
| April 06, 2020 Filed Apr 7, 2020 18:04 UTC | AVALARA, INC. AVLR · Entity 123010 | SaleCommon Stock | 4,982 | $64.44 | $321,040.08 |
DisclosureSEC source: 0001209191-20-023848 · doc4.xml · nonDerivative · entry 1 Mathradas Amit · CIK 0001770686 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,924 F1 · kind: This prearranged sale was effected pursuant to a written authorization executed by the Reporting Person on September 11, 2019, and represents shares required to be sold to cover tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| March 12, 2020 Filed Mar 16, 2020 18:35 UTC | AVALARA, INC. AVLR · Entity 123010 | GrantStock Option (right to buy) · Derivative | 27,701 | $0.00 Strike: $67.27 | $0.00 |
DisclosureSEC source: 0001209191-20-019375 · doc4.xml · derivative · entry 2 Mathradas Amit · CIK 0001770686 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,701 Underlying: Common Stock · 27,701 shares Expires 2030-03-12 F1 · derivative.exercise_date: The option vests and becomes exercisable as to 25% of the total shares on March 5, 2021, and 1/48th of the total shares vest and become exercisable monthly thereafter such that the option is fully vested and exercisable on March 5, 2024. Read SEC document |
| March 12, 2020 Filed Mar 16, 2020 18:35 UTC | AVALARA, INC. AVLR · Entity 123010 | GrantCommon Stock | 26,316 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-019375 · doc4.xml · nonDerivative · entry 1 Mathradas Amit · CIK 0001770686 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,906 Read SEC document |
| April 22, 2019 Filed May 13, 2019 19:54 UTC | AVALARA, INC. AVLR · Entity 123010 | GrantStock Option (right to buy) · Derivative | 75,313 | $0.00 Strike: $55.10 | $0.00 |
DisclosureSEC source: 0001209191-19-029482 · doc4.xml · derivative · entry 2 Mathradas Amit · CIK 0001770686 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,313 Underlying: Common Stock · 75,313 shares Expires 2029-04-22 F1 · derivative.exercise_date: The option vests over four years such that 25% of the total option shall be vested on March 4, 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 March 4, 2023. Read SEC document |
| April 22, 2019 Filed May 13, 2019 19:54 UTC | AVALARA, INC. AVLR · Entity 123010 | GrantCommon Stock | 77,590 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-029482 · doc4.xml · nonDerivative · entry 1 Mathradas Amit · CIK 0001770686 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,590 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.