Home/Filings/4/0001209191-22-054111
4//SEC Filing

Manning Daniel E. 4

Accession 0001209191-22-054111

CIK 0001348036other

Filed

Oct 18, 8:00 PM ET

Accepted

Oct 19, 5:44 PM ET

Size

14.6 KB

Accession

0001209191-22-054111

Insider Transaction Report

Form 4
Period: 2022-10-19
Manning Daniel E.
Chief Accounting Officer
Transactions
  • Disposition to Issuer

    Common Stock

    2022-10-19$93.50/sh17,052$1,594,3620 total
  • Disposition to Issuer

    Stock Option (right to buy)

    2022-10-19$76.90/sh9,495$730,1660 total
    Exercise: $16.60Exp: 2028-01-23Common Stock (9,495 underlying)
  • Award

    Performance Share Units

    2022-10-19$93.50/sh+2,933$274,2362,933 total
    Exp: 2025-01-05Common Stock (2,933 underlying)
  • Disposition to Issuer

    Performance Share Units

    2022-10-19$93.50/sh2,933$274,2360 total
    Exp: 2025-01-05Common Stock (2,933 underlying)
Footnotes (6)
  • [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 11,360 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 originally provided that 25% of the total shares subject to the option vested and became exercisable on January 1, 2019, and 1/48th of the total shares subject to the option vested and became exercisable monthly thereafter such that the option was fully vested and exercisable on January 1, 2022. The option was converted into the right to receive the merger consideration with respect to the entire option as set forth in footnote 2.
  • [F4]Each performance share unit ("PSU") represents the economic equivalent of one share of Issuer Common Stock.
  • [F5]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.
  • [F6]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.

Issuer

AVALARA, INC.

CIK 0001348036

Entity typeother

Related Parties

1
  • filerCIK 0001741456

Filing Metadata

Form type
4
Filed
Oct 18, 8:00 PM ET
Accepted
Oct 19, 5:44 PM ET
Size
14.6 KB