SEC ownership of AVALARA, INC.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001348036.

Comparable stake leader

Chelsea R. Stoner

Disclosed value leader

Chelsea R. Stoner

Comparable rows

0/1

Latest evidence

03 Jun 2021

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 1 signal
Latest parsed ownership date
03 Jun 2021
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001348036
Issuer location
Seattle, WA

Ownership snapshot

Top shareholders of AVALARA, INC. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Chelsea R. Stoner
Disclosed value leader
Chelsea R. Stoner
Comparable rows
0/1
Latest evidence
03 Jun 2021
3/4/5 Highest disclosed value: $6,172,029 1 rows are not safely comparable across share classes.

Quick read

Chelsea R. Stoner has the largest disclosed position value at $6.17M.

0 of 1 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Chelsea R. Stoner's linked filing trail.
Disclosed position value Top 1
Chelsea R. Stoner $6.17M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-1 of 1 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Chelsea R. Stoner
3/4/5
Director
class O/S missing
$6,172,029
66,011 shares
03 Jun 2021
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 04 Jun 2025.

Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 0 0 $0 $0 $0
6-9 0 0 $0 $0 $0
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-16 of 16 reporting-owner rows connected to AVALARA, INC.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
16
Largest Forms 3/4/5 holder
Chelsea R. Stoner
Net 12M change
$0
Latest report
19 Oct 2022
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Chelsea R. Stoner Director $6,172,029 Mixed 03 Jun 2021
Srinivas Tallapragada Director Mixed 19 Oct 2022
Brian Sharples Director Mixed 19 Oct 2022
William Ingram Director Mixed 19 Oct 2022
Marion R. Foote Director Mixed 19 Oct 2022
Kathleen Zwickert Director Mixed 19 Oct 2022
Amit Mathradas President and Chief Operating Officer Mixed 19 Oct 2022
Crawford Bruce T. Director Mixed 19 Oct 2022
Daniel E. Manning Senior Vice President and Chief Accounting Officer Mixed 19 Oct 2022
Rajeev Singh Director Mixed 19 Oct 2022
Alesia Lee Pinney Executive Vice President, Chief Legal Officer, and Secretary Mixed 19 Oct 2022
Scott M. McFarlane Chairman and Chief Executive Officer, Director Mixed 19 Oct 2022
Ross Tennenbaum Chief Financial Officer and Treasurer Mixed 19 Oct 2022
Edward A. Gilhuly Director Mixed 19 Oct 2022
Tami Reller Director Mixed 19 Oct 2022
Martin Marcela K. Director Mixed 19 Oct 2022

Recent insider transactions for AVALARA, INC.

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
No insider transactions were found in the last 12 months for this issuer.
* marks a reported price that did not pass the local price check.
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