MCFARLANE SCOTT M (See Remarks) sold 3.3% of their position (20K shares) of AVALARA, INC. on the open market
Open‑market sale worth $1.70M — a minor trim. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 3 sales
Filed: 7/12/2022ACC: 0001209191-22-041960
DirectorOfficer· See Remarks
Since Dec 2018
-20K
Net shares
Net seller
$1.70M
Total sold
3
Open market trades
0B · 3S
5
Total transactions
20K acquired · 40K disposed
Non-Derivative Transactions4
Common Stock
Direct
Shares
+20K
Price / share
$16.60
Trade value
$332K
% of position
3.4%
7/11/2022
584.89K→604.89K
Common Stock
Direct
Shares
−11.31K
Price / share
$84.53
Trade value
$956.12K
% of position
1.9%
7/11/2022
604.89K→593.58K
Common Stock
Direct
Shares
−6.48K
Price / share
$85.31
Trade value
$552.98K
% of position
1.1%
7/11/2022
593.58K→587.10K
Common Stock
Direct
Shares
−2.21K
Price / share
$87.11
Trade value
$192.25K
% of position
0.4%
7/11/2022
587.10K→584.89K
Total
Net shares
+0.00
Net value
-$1.37M
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 7/11/2022 | M · Option Exercise | +20K | $16.60 | $332K | 3.4% | 584.89K | 604.89K |
| Common Stock Direct | 7/11/2022 | S · Sale | −11.31K | $84.53 | $956.12K | 1.9% | 604.89K | 593.58K |
| Common Stock Direct | 7/11/2022 | S · Sale | −6.48K | $85.31 | $552.98K | 1.1% | 593.58K | 587.10K |
| Common Stock Direct | 7/11/2022 | S · Sale | −2.21K | $87.11 | $192.25K | 0.4% | 587.10K | 584.89K |
| Total | +0.00 | -$1.37M | ||||||
Derivative Transactions1
Stock Option (right to buy)
Direct
Converts to
Common Stock
20K shares
Shares
−20K
Strike price
16.60
Held after
65K
Exercisable
—
7/11/2022
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Stock Option (right to buy) Direct | Common Stock20K shares | 7/11/2022 | M · Option Exercise | −20K | 16.60 | — | 65K |
Non-Derivative Holdings (Post-Transaction)1
Common Stock
IndirectShares owned109.38K
Total
109.38K indirect109.38K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 109.38K | Indirect |
| Total | 109.38K | 109.38K indirect |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported