IPO registrations (S-1, F-1) · Registrants
AVALARA, INC.
- SEC CIK
- 1348036 · filings on EDGAR ↗
- Former names
- AVALARA INC (2005–2018)
- Registration
- Form S-1, first filed 2018-05-11, last 2019-06-04; 2 initial registrations, 2 amendments
- Outcome
- Final prospectus filed 2018-06-15; declared effective 2018-06-14
- Industry (SIC)
- Services-Prepackaged Software 7372
- Incorporated in
- WA
- Business address
- 255 S. KING ST., SUITE 1800, Seattle, WA 98104
- EIN
- 91-1995935
- EDGAR entity type
- operating
- Insiders and CEO pay
- AVALARA, INC. on the corporate pages
Offering terms
- Proposed price range
- $21.00–$23.00 per share (S-1/A filed 2018-06-13)
- Final price
- $24.00 per share, above the range (424B4 filed 2018-06-15, an initial public offering)
- Shares sold
- 7,500,000
- Gross proceeds
- $180,000,000 before underwriting discounts and any over-allotment option
- Listing
- NYSE under the symbol AVLR
- Lead underwriters
- Goldman Sachs; J.P. Morgan
- Syndicate
- BofA Securities; JMP Securities; KeyBanc Capital Markets; Stifel; December 31 (2,016); March 31 (2,018); Pro Forma March 31 (2,018); respectively (26,651)
Read from the cover pages of the filings listed under “Prospectus pages read” below; check the document for anything that matters.
On this site
- Business registration: AVALARA, INC. EXACT (EIN (EXACT, as the state registration reports it))
- Business registration: Avalara, Inc. Fuzzy (name and state)
- Business registration: Avalara, Inc. Fuzzy (name and state)
- Business registration: Avalara, Inc. Fuzzy (name and state)
- Business registration: AVALARA, INC. Fuzzy (name and state)
- Form 5500 plan sponsor: AVALARA, INC. EXACT (EIN (EXACT))
- Federal award recipient: AVALARA, INC. Fuzzy (name and state)
- Form D issuer: AVALARA INC EXACT (CIK (EXACT))
- Lobbying client: AVALARA Fuzzy (name and state)
- Lobbying client: AVALARA Fuzzy (name and state)
- Lobbying client: AVALARA Fuzzy (name and state)
- SEC filer: AVALARA INC EXACT (CIK (EXACT))
Filings 9
| Filed | Form | What it is | Name as filed | EDGAR |
|---|---|---|---|---|
| 2018-05-11 | S-1 | S-1 (registration) | AVALARA INC | 0001193125-18-159839 ↗ |
| 2018-06-04 | S-1/A | S-1/A (amendment) | AVALARA INC | 0001193125-18-182411 ↗ |
| 2018-06-13 | S-1/A | S-1/A (amendment) | AVALARA INC | 0001193125-18-191000 ↗ |
| 2018-06-14 | EFFECT | EFFECT (declared effective) | AVALARA INC | 9999999995-18-001502 ↗ |
| 2018-06-15 | 424B4 | 424B4 (final prospectus) | AVALARA INC | 0001193125-18-193520 ↗ |
| 2019-06-04 | S-1 | S-1 (registration) | AVALARA, INC. | 0001193125-19-164571 ↗ |
| 2019-06-05 | S-1MEF | S-1MEF (added securities) | AVALARA, INC. | 0001193125-19-166474 ↗ |
| 2019-06-05 | EFFECT | EFFECT (declared effective) | AVALARA, INC. | 9999999995-19-001279 ↗ |
| 2019-06-07 | 424B4 | 424B4 (final prospectus) | AVALARA, INC. | 0001193125-19-167386 ↗ |
Prospectus pages read 2
| Filed | Form | Read as | Range | Price | Shares | Proceeds | Listing | Underwriters | What was found | Document |
|---|---|---|---|---|---|---|---|---|---|---|
| 2018-06-13 | S-1/A | registration statement | $21.00–$23.00 | $22.00 | 7,500,000 | $165,000,000 | NYSE AVLR | 10 | primary document; range, price sentence, shares headline, proceeds computed, underwriting table 4, cover names 6 | document ↗ |
| 2018-06-15 | 424B4 | final prospectus | $24.00 | 7,500,000 | $180,000,000 | NYSE AVLR | 10 | primary document; price sentence, shares headline, proceeds table, underwriting table 4, cover names 6 | document ↗ |
Officers, directors and large holders Forms 3, 4 and 5
| Insider | Role | Title | Filings | Years | On this site |
|---|---|---|---|---|---|
| Foote Marion R | Director | 12 | 2018–2022 | ||
| GILHULY EDWARD A | Director; Director,TenPercentOwner | 19 | 2018–2022 | ||
| Goux Benjamin J. | Director | 5 | 2018–2019 | ||
| INGRAM WILLIAM | Director; Director,Officer; Officer | See Remarks | 29 | 2018–2022 | |
| KAYE CHARLES R | TenPercentOwner | 4 | 2018–2019 | ||
| Landy Joseph P. | TenPercentOwner | 4 | 2018–2019 | ||
| Manning Daniel E. | Officer | Chief Accounting Officer; See Remarks; VP & Chief Accounting Officer | 17 | 2018–2022 | |
| McFarlane Scott M | Director,Officer | See Remarks | 87 | 2018–2022 | |
| PINNEY ALESIA LEE | Officer | See Remarks | 36 | 2018–2022 | |
| Reller Tami | Director | 7 | 2018–2022 | ||
| SADRIAN JUSTIN | Director; Director,TenPercentOwner | 6 | 2018–2019 | ||
| Sageview Avalara Partners I, L.P. | TenPercentOwner | 6 | 2018–2019 | ||
| Sageview Avalara Partners, L.P. | TenPercentOwner | 6 | 2018–2019 | ||
| Sageview Capital GenPar, LP | TenPercentOwner | 6 | 2018–2019 | ||
| Sageview Capital GenPar, Ltd. | TenPercentOwner | 6 | 2018–2019 | ||
| SAGEVIEW CAPITAL LP | TenPercentOwner | 6 | 2018–2019 | ||
| SAGEVIEW CAPITAL MASTER, L.P. | TenPercentOwner | 6 | 2018–2019 | ||
| Sageview Capital MGP, LLC | TenPercentOwner | 6 | 2018–2019 | ||
| Sageview Capital Partners (A), LP | TenPercentOwner | 6 | 2018–2019 | ||
| Sageview Capital Partners (B), LP | TenPercentOwner | 6 | 2018–2019 | ||
| Sageview Partners (C) (Master), LP | TenPercentOwner | 6 | 2018–2019 | ||
| SINGH RAJEEV | Director | 7 | 2018–2022 | ||
| Stoner Chelsea R. | Director | 12 | 2018–2021 | ||
| STUART SCOTT M | TenPercentOwner | 6 | 2018–2019 | ||
| Van Dooren Pascal | Officer | See Remarks | 3 | 2018–2019 | |
| Vogt Jared R. | Director | 2 | 2018 | ||
| WARBURG PINCUS & CO. | TenPercentOwner | 8 | 2018–2019 | ||
| WARBURG PINCUS LLC | TenPercentOwner | 4 | 2018–2019 | ||
| Warburg Pincus Partners GP LLC | TenPercentOwner | 4 | 2018–2019 | ||
| Warburg Pincus Partners II, L.P. | TenPercentOwner | 4 | 2018–2019 | ||
| Warburg Pincus Private Equity XI, L.P. | TenPercentOwner | 4 | 2018–2019 | ||
| Warburg Pincus XI, L.P. | TenPercentOwner | 4 | 2018–2019 | ||
| Warburg Pincus XI Partners, L.P. | TenPercentOwner | 4 | 2018–2019 | ||
| WATERMAN GARY | Director | 3 | 2018–2019 | ||
| WP Global LLC | TenPercentOwner | 4 | 2018–2019 | ||
| WPXI Finance, LP | TenPercentOwner | 4 | 2018–2019 | ||
| WPXI GP, L.P. | TenPercentOwner | 4 | 2018–2019 | ||
| Mathradas Amit | Officer | See Remarks | 31 | 2019–2022 | |
| Zwickert Kathleen | Director | 10 | 2019–2022 | ||
| WP AVLR Holdco LLC | TenPercentOwner | 2 | 2019 | ||
| SHARPLES BRIAN | Director | 6 | 2020–2022 | ||
| Tennenbaum Ross | Officer | See Remarks | 35 | 2020–2022 | |
| Crawford Bruce T | Director | 4 | 2021–2022 | ||
| Tallapragada Srinivas | Director | 4 | 2021–2022 | ||
| Martin Marcela | Director | 4 | 2021–2022 |
Everyone who filed an insider report for this company, from the SEC’s Insider Transactions Data Sets (2006 on). Person pages are matched by name and state only.
Private offerings before or after (Form D)
| First filed | Issuer | Industry | Offering | Sold | Investors | Filings |
|---|---|---|---|---|---|---|
| 2016-09-23 | AVALARA INC | Other Technology | $99,999,995 | $49,999,997 | 8 | 1 |
| 2014-11-14 | AVALARA INC | Other Technology | $149,999,993 | $99,999,995 | 5 | 1 |
| 2014-05-12 | AVALARA INC | Other Technology | $34,999,997 | $26,299,999 | 1 | 1 |
| 2014-02-27 | AVALARA INC | Other Technology | $29,999,996 | $29,999,970 | 11 | 1 |
Data: SEC EDGAR. The quarterly full index (every S-1, S-1/A, F-1 and F-1/A since 1993, with the pricing prospectus, notice of effectiveness and withdrawal request of each registrant) and the company submissions data (SIC, state of incorporation, address, EIN, tickers, former names). Company details are what EDGAR holds today, not at the time of the filing.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Plan sponsor | AVALARA, INC. | NC | Form 5500 (employee benefit plans) | EIN (EXACT) |
| Form D issuer | AVALARA INC | WA | Form D private offerings | CIK (EXACT) |
| SEC filer | AVALARA, INC. | SEC filers (EDGAR) | CIK (EXACT) | |
| Business registration | Avalara, Inc. | State business registries | name and state | |
| Business registration | Avalara, Inc. | State business registries | name and state | |
| Business registration | Avalara, Inc. | State business registries | name and state | |
| Business registration | AVALARA, INC. | State business registries | EIN (EXACT, as the state registration reports it) | |
| Business registration | AVALARA, INC. | State business registries | name and state | |
| Form 5500 plan sponsor | AVALARA, INC. | EIN (EXACT) | ||
| Federal award recipient | AVALARA, INC. | Federal spending (USAspending) | name and state | |
| Lobbying client | AVALARA | Federal lobbying (LDA) | name and state | |
| Lobbying client | AVALARA | Federal lobbying (LDA) | name and state | |
| Lobbying client | AVALARA | Federal lobbying (LDA) | name and state |
Matched by an identifier (EIN, CIK, CRD), by name and state or city, or by street address; a shared name or address is not proof of the same person or organization. Every link says how it was made; how the cross-referencing works.
Others with the same interests
SIC industry Services-Prepackaged Software, WA first:
- ONYX SOFTWARE CORP/WA WA
- CAPTURA SOFTWARE INC WA
- WATCHGUARD TECHNOLOGIES INC WA
- CONCUR TECHNOLOGIES INC WA
- PRIMUS KNOWLEDGE SOLUTIONS INC WA
- CarbonMeta Technologies, Inc. WA
- Tableau Software Inc WA
- SMARTSHEET INC WA
- Apptio Inc WA
- Growflow Corp. WA
In other datasets, the same topic (Technology) in WA:
- Form D issuer: 2nd Watch, Inc. (Form D private offerings)
- Lobbying client: 4G AMERICAS (F/K/A 3G AMERICAS LLC) (Federal lobbying (LDA))
Interests: Services-Prepackaged Software · Technology