Dec-18-20 Initiated
Evercore ISI
Outperform
$220
Dec-09-20 Downgrade
JP Morgan
Overweight → Neutral
$195
Jun-24-20 Reiterated
Needham
Buy
$116 → $150
Feb-20-20 Initiated
Citigroup
Buy
$120
Oct-29-19 Initiated
Piper Jaffray
Overweight
Oct-11-19 Initiated
Mizuho
Buy
$90
Sep-06-19 Initiated
Raymond James
Outperform
Aug-26-19 Initiated
Canaccord Genuity
Buy
$100
Aug-08-19 Upgrade
Stifel
Hold → Buy
$52 → $100
Aug-08-19 Reiterated
Needham
Buy
$85 → $100
Aug-08-19 Reiterated
BofA/Merrill
Buy
$98 → $100
Aug-08-19 Initiated
William Blair
Outperform
Jul-30-19 Initiated
Stephens
Overweight
May-10-19 Reiterated
Needham
Buy
$64 → $85
Apr-12-19 Initiated
Needham
Buy
$64
Feb-01-19 Resumed
Goldman
Buy
$50
Jan-07-19 Upgrade
BofA/Merrill
Neutral → Buy
Dec-13-18 Upgrade
JP Morgan
Neutral → Overweight
Nov-09-18 Reiterated
BofA/Merrill
Neutral
$50 → $42
Nov-08-18 Upgrade
JMP Securities
Mkt Perform → Mkt Outperform
Jan-20-21 08:03AM
Jan-07-21 04:45AM
Jan-04-21 03:17PM
Dec-29-20 06:00AM
Dec-23-20 11:26AM
Dec-15-20 02:42PM
Dec-14-20 08:13PM
Dec-02-20 06:00AM
Nov-20-20 10:10AM
Nov-16-20 11:25AM
06:30AM
Nov-07-20 07:50AM
Nov-06-20 01:01AM
Nov-05-20 05:35PM
04:15PM
04:03PM
04:01PM
Nov-03-20 11:47AM
Oct-29-20 04:15PM
12:35PM
Oct-28-20 06:30AM
Oct-05-20 04:03PM
04:01PM
Sep-24-20 04:30PM
09:00AM
Sep-16-20 06:30AM
Sep-15-20 04:50AM
Sep-11-20 01:29PM
Sep-09-20 08:14PM
Aug-27-20 04:15PM
Aug-21-20 11:30AM
Aug-11-20 04:15PM
06:38AM
06:33AM
06:30AM
Aug-05-20 09:21PM
01:00PM
Aug-04-20 06:45PM
04:54PM
04:01PM
Jul-31-20 11:30AM
Jul-30-20 11:37AM
Jul-28-20 12:33PM
Jul-25-20 12:17AM
Jul-24-20 10:27AM Investor's Business Daily Video
Jul-21-20 04:15PM
06:30AM
Jul-09-20 08:54PM
Jul-02-20 06:30AM
Jun-22-20 05:30PM
Jun-18-20 12:00PM
08:34AM
06:30AM
Jun-17-20 04:15PM
Jun-16-20 01:01PM
08:24AM
06:30AM
Jun-15-20 04:13PM
09:55AM
Jun-10-20 04:15PM
Jun-09-20 07:52AM
Jun-03-20 03:49AM
Jun-01-20 06:30AM
May-29-20 04:45AM
May-28-20 04:15PM
May-20-20 08:35AM
May-14-20 12:00PM
08:14AM
May-11-20 09:15AM
May-10-20 08:30AM
May-08-20 04:15PM
03:30PM
08:00AM Investor's Business Daily
05:58AM Investor's Business Daily
May-07-20 09:10PM
04:10PM
Apr-30-20 12:34PM
04:45AM
Apr-20-20 04:15PM
Apr-13-20 06:30AM
Mar-30-20 06:30AM
Mar-19-20 01:55PM
Mar-11-20 07:09PM
Feb-27-20 04:50AM
Feb-19-20 02:48PM Thomson Reuters StreetEvents
Feb-13-20 08:18AM Investor's Business Daily
Feb-12-20 06:41PM Investor's Business Daily
06:35PM
04:10PM
07:30AM
Feb-10-20 05:59AM
Feb-08-20 12:57AM
Feb-06-20 04:15PM
Feb-05-20 12:30PM
Jan-24-20 08:02AM
Jan-23-20 04:45AM
Jan-22-20 04:15PM
Jan-08-20 05:10AM
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Jan-06-20 06:30AM
Avalara, Inc., together with its subsidiaries, provides cloud-based solutions for transaction tax compliance worldwide. The company offers a suite of compliance solutions that enable businesses to address the complexity of transaction tax compliance; process transactions in real time; produce detailed records of transaction tax determinations; and reduce errors, audit exposure, and total transaction tax compliance costs. The company's solutions include AvaTax, a solution for determining sales tax in the United States; Avalara Returns for tax return preparation, filing, and remittance; and Avalara Compliance Document Management solution, which creates, validates, stores, and manages sales tax exemption and reseller certificates. It also provides professional services, including nexus studies and analysis, voluntary compliance initiatives, tax registrations, and specialized tax research; MatrixMaster, a product taxability database for retail operations; Avalara CloudConnect, a hardware device for processing and storing transactions on-site for regularly scheduled uploads to AvaTax; Avalara Licensing, an online platform for business licenses and sales tax registrations; VAT Expert, a Web-based solution that checks the validity of customer and supplier value-added tax (VAT) numbers and provides VAT determinations in the form of invoices; and Brazilian tax compliance solutions that address the Brazilian transaction tax regimes through electronic compliance report validation, electronic invoice authentication and preparation, tax determination, and returns preparation; and Avalara Item Classification, a solution that addresses the process of assigning proper country-specific Harmonized System codes to products. The company was formerly known as Advantage Solutions, Inc. and changed its name to Avalara, Inc. in December 2005. Avalara, Inc. was incorporated in 1999 and is headquartered in Seattle, Washington.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
McFarlane Scott M See Remarks Jan 11 Option Exercise 12.34 30,000 370,200 614,496 Jan 12 06:12 PM McFarlane Scott M See Remarks Jan 11 Sale 162.90 30,000 4,887,070 584,496 Jan 12 06:12 PM PINNEY ALESIA LEE See Remarks Jan 06 Option Exercise 19.49 2,580 50,278 37,345 Jan 08 04:37 PM PINNEY ALESIA LEE See Remarks Jan 06 Sale 155.09 3,794 588,398 33,551 Jan 08 04:37 PM Manning Daniel E. VP & Chief Accounting Officer Jan 06 Sale 157.01 381 59,821 10,676 Jan 08 04:57 PM Mathradas Amit See Remarks Jan 04 Option Exercise 55.10 785 43,254 99,709 Jan 05 06:03 PM Tennenbaum Ross See Remarks Jan 04 Option Exercise 55.10 926 51,023 69,898 Jan 05 06:13 PM Mathradas Amit See Remarks Jan 04 Sale 165.85 785 130,192 98,924 Jan 05 06:03 PM Tennenbaum Ross See Remarks Jan 04 Sale 165.85 926 153,577 68,972 Jan 05 06:13 PM McFarlane Scott M See Remarks Jan 04 Sale 165.85 3,227 535,198 584,496 Jan 05 06:27 PM INGRAM WILLIAM Director Dec 14 Option Exercise 23.97 11,453 274,511 13,184 Dec 15 04:55 PM INGRAM WILLIAM Director Dec 14 Sale 167.25 11,453 1,915,514 1,731 Dec 15 04:55 PM McFarlane Scott M See Remarks Dec 10 Option Exercise 12.34 30,000 370,200 717,723 Dec 14 04:47 PM McFarlane Scott M See Remarks Dec 10 Sale 162.90 30,000 4,886,890 687,723 Dec 14 04:47 PM Foote Marion R Director Dec 08 Sale 171.88 35,000 6,015,949 467,596 Dec 10 04:28 PM McFarlane Scott M See Remarks Dec 08 Sale 169.93 10,000 1,699,341 687,723 Dec 10 04:53 PM INGRAM WILLIAM Director Dec 07 Option Exercise 12.60 25,000 315,000 26,731 Dec 09 04:33 PM PINNEY ALESIA LEE See Remarks Dec 07 Option Exercise 19.49 2,580 50,280 37,345 Dec 09 04:54 PM INGRAM WILLIAM Director Dec 07 Sale 166.80 25,000 4,169,909 1,731 Dec 09 04:33 PM PINNEY ALESIA LEE See Remarks Dec 07 Sale 167.73 2,580 432,755 34,765 Dec 09 04:54 PM Tennenbaum Ross See Remarks Dec 04 Option Exercise 55.10 926 51,023 69,898 Dec 08 05:36 PM Mathradas Amit See Remarks Dec 04 Option Exercise 55.10 785 43,254 99,709 Dec 08 06:19 PM Tennenbaum Ross See Remarks Dec 04 Sale 168.35 926 155,892 68,972 Dec 08 05:36 PM Mathradas Amit See Remarks Dec 04 Sale 168.35 785 132,155 98,924 Dec 08 06:19 PM McFarlane Scott M See Remarks Dec 04 Sale 170.00 5,000 850,000 699,223 Dec 08 05:15 PM McFarlane Scott M See Remarks Dec 01 Sale 170.00 10,000 1,700,000 704,223 Dec 02 05:39 PM INGRAM WILLIAM Director Nov 30 Option Exercise 13.84 9,645 133,487 11,376 Dec 02 05:55 PM McFarlane Scott M See Remarks Nov 30 Sale 171.46 10,000 1,714,600 714,223 Dec 02 05:39 PM INGRAM WILLIAM Director Nov 30 Sale 170.91 9,645 1,648,427 1,731 Dec 02 05:55 PM Foote Marion R Director Nov 30 Sale 171.50 10,000 1,715,036 502,596 Dec 02 06:03 PM McFarlane Scott M See Remarks Nov 27 Sale 168.54 15,000 2,528,143 724,223 Nov 30 04:29 PM McFarlane Scott M See Remarks Nov 25 Sale 166.00 10,000 1,660,000 739,223 Nov 30 04:29 PM INGRAM WILLIAM Director Nov 23 Option Exercise 39.76 9,876 392,670 11,607 Nov 25 04:31 PM McFarlane Scott M See Remarks Nov 23 Option Exercise 13.84 5,000 69,200 764,223 Nov 24 04:37 PM INGRAM WILLIAM Director Nov 23 Sale 172.53 9,876 1,703,869 1,731 Nov 25 04:31 PM McFarlane Scott M See Remarks Nov 23 Sale 170.67 15,000 2,560,101 749,223 Nov 24 04:37 PM McFarlane Scott M See Remarks Nov 20 Option Exercise 13.84 10,000 138,400 784,223 Nov 24 04:37 PM McFarlane Scott M See Remarks Nov 20 Sale 168.72 25,000 4,218,084 759,223 Nov 24 04:37 PM McFarlane Scott M See Remarks Nov 19 Sale 162.83 30,000 4,885,037 774,223 Nov 20 05:22 PM INGRAM WILLIAM Director Nov 18 Option Exercise 39.76 10,000 397,600 11,731 Nov 20 04:36 PM Foote Marion R Director Nov 18 Sale 158.60 5,000 793,000 512,596 Nov 19 06:28 PM McFarlane Scott M See Remarks Nov 18 Sale 157.56 25,000 3,938,931 804,223 Nov 20 05:22 PM INGRAM WILLIAM Director Nov 18 Sale 157.62 10,000 1,576,200 1,731 Nov 20 04:36 PM Zwickert Kathleen Director Nov 18 Sale 157.63 500 78,814 2,186 Nov 20 04:54 PM GILHULY EDWARD A Director Nov 17 Option Exercise 72.67 2,459 178,696 4,243 Nov 19 06:54 PM McFarlane Scott M See Remarks Nov 17 Option Exercise 13.84 10,000 138,400 839,223 Nov 18 06:51 PM Foote Marion R Director Nov 17 Sale 154.00 5,000 770,000 517,596 Nov 19 06:28 PM GILHULY EDWARD A Director Nov 17 Sale 152.90 3,491 533,774 752 Nov 19 06:54 PM McFarlane Scott M See Remarks Nov 17 Sale 152.45 10,000 1,524,450 829,223 Nov 18 06:51 PM McFarlane Scott M See Remarks Nov 16 Option Exercise 13.84 10,000 138,400 839,223 Nov 18 06:51 PM McFarlane Scott M See Remarks Nov 16 Sale 151.52 10,000 1,515,200 829,223 Nov 18 06:51 PM McFarlane Scott M See Remarks Nov 11 Option Exercise 13.84 15,000 207,600 844,223 Nov 12 04:59 PM McFarlane Scott M See Remarks Nov 11 Sale 157.00 15,000 2,355,039 829,223 Nov 12 04:59 PM McFarlane Scott M See Remarks Nov 10 Option Exercise 10.59 30,000 317,749 859,223 Nov 12 04:59 PM McFarlane Scott M See Remarks Nov 10 Sale 150.45 30,000 4,513,597 829,223 Nov 12 04:59 PM PINNEY ALESIA LEE See Remarks Nov 06 Option Exercise 19.49 2,581 50,294 37,346 Nov 09 07:43 PM PINNEY ALESIA LEE See Remarks Nov 06 Sale 165.48 2,581 427,114 34,765 Nov 09 07:43 PM Mathradas Amit See Remarks Nov 04 Option Exercise 55.10 785 43,254 99,709 Nov 05 06:09 PM Tennenbaum Ross See Remarks Nov 04 Option Exercise 55.10 926 51,023 69,898 Nov 05 06:39 PM Tennenbaum Ross See Remarks Nov 04 Sale 147.91 926 136,966 68,972 Nov 05 06:39 PM Mathradas Amit See Remarks Nov 04 Sale 148.50 785 116,573 98,924 Nov 05 06:09 PM INGRAM WILLIAM Director Nov 02 Option Exercise 12.60 25,000 315,000 26,731 Nov 03 05:45 PM INGRAM WILLIAM Director Nov 02 Sale 145.76 25,000 3,644,062 1,731 Nov 03 05:45 PM McFarlane Scott M See Remarks Oct 12 Option Exercise 8.04 30,000 241,200 859,223 Oct 13 06:32 PM McFarlane Scott M See Remarks Oct 12 Sale 152.04 30,000 4,561,209 829,223 Oct 13 06:32 PM PINNEY ALESIA LEE See Remarks Oct 06 Option Exercise 19.49 2,579 50,264 37,344 Oct 07 05:30 PM PINNEY ALESIA LEE See Remarks Oct 06 Sale 140.00 2,579 361,060 34,765 Oct 07 05:30 PM INGRAM WILLIAM Director Oct 05 Option Exercise 12.60 25,000 315,000 26,731 Oct 07 05:17 PM Mathradas Amit See Remarks Oct 05 Option Exercise 55.10 785 43,254 99,709 Oct 07 05:23 PM Tennenbaum Ross See Remarks Oct 05 Option Exercise 55.10 926 51,023 69,898 Oct 07 05:27 PM Tennenbaum Ross See Remarks Oct 05 Sale 131.00 926 121,306 68,972 Oct 07 05:27 PM Mathradas Amit See Remarks Oct 05 Sale 131.00 785 102,835 98,924 Oct 07 05:23 PM INGRAM WILLIAM Director Oct 05 Sale 131.66 25,000 3,291,511 1,731 Oct 07 05:17 PM Mathradas Amit See Remarks Sep 21 Option Exercise 55.10 10,000 551,000 108,924 Sep 22 07:25 PM McFarlane Scott M See Remarks Sep 21 Option Exercise 8.04 30,000 241,200 859,223 Sep 22 07:01 PM McFarlane Scott M See Remarks Sep 21 Sale 119.33 30,000 3,579,957 829,223 Sep 22 07:01 PM Mathradas Amit See Remarks Sep 21 Sale 120.00 10,000 1,200,000 98,924 Sep 22 07:25 PM INGRAM WILLIAM Director Sep 08 Option Exercise 12.60 25,000 315,000 26,731 Sep 09 06:03 PM INGRAM WILLIAM Director Sep 08 Sale 120.96 25,000 3,023,973 1,731 Sep 09 06:03 PM Tennenbaum Ross See Remarks Sep 04 Option Exercise 55.10 926 51,023 69,898 Sep 08 05:12 PM Tennenbaum Ross See Remarks Sep 04 Sale 124.08 926 114,898 68,972 Sep 08 05:12 PM McFarlane Scott M See Remarks Aug 10 Option Exercise 8.04 15,000 120,600 844,223 Aug 11 05:44 PM McFarlane Scott M See Remarks Aug 10 Sale 118.79 15,000 1,781,831 829,223 Aug 11 05:44 PM Tennenbaum Ross See Remarks Aug 04 Option Exercise 55.10 926 51,023 69,898 Aug 06 06:24 PM Tennenbaum Ross See Remarks Aug 04 Sale 139.54 926 129,214 68,972 Aug 06 06:24 PM INGRAM WILLIAM Director Aug 03 Option Exercise 12.60 25,000 315,000 26,731 Aug 05 05:58 PM INGRAM WILLIAM Director Aug 03 Sale 136.66 25,000 3,416,388 1,731 Aug 05 05:58 PM McFarlane Scott M See Remarks Jul 10 Option Exercise 8.04 15,000 120,600 844,223 Jul 13 04:18 PM McFarlane Scott M See Remarks Jul 10 Sale 138.76 15,000 2,081,374 829,223 Jul 13 04:18 PM Tennenbaum Ross See Remarks Jul 06 Option Exercise 55.10 926 51,023 69,898 Jul 07 07:40 PM INGRAM WILLIAM Director Jul 06 Option Exercise 12.60 25,000 315,000 26,731 Jul 07 08:03 PM INGRAM WILLIAM Director Jul 06 Sale 135.84 25,000 3,396,056 1,731 Jul 07 08:03 PM Tennenbaum Ross See Remarks Jul 06 Sale 137.81 926 127,612 68,972 Jul 07 07:40 PM INGRAM WILLIAM Director Jun 12 Option Exercise 28.71 28,000 803,920 29,731 Jun 15 05:23 PM McFarlane Scott M See Remarks Jun 12 Option Exercise 12.34 5,000 61,700 834,223 Jun 12 06:34 PM McFarlane Scott M See Remarks Jun 12 Sale 102.84 5,000 514,176 829,223 Jun 12 06:34 PM INGRAM WILLIAM Director Jun 12 Sale 102.63 28,000 2,873,640 1,731 Jun 15 05:23 PM McFarlane Scott M See Remarks Jun 11 Option Exercise 12.34 5,000 61,700 834,223 Jun 12 06:34 PM McFarlane Scott M See Remarks Jun 11 Sale 101.92 5,000 509,600 829,223 Jun 12 06:34 PM Zwickert Kathleen Director Jun 10 Option Exercise 72.67 2,459 178,696 4,393 Jun 11 07:35 PM
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