Insider transactions

Chelsea R. Stoner

CIK 1741527 · last filed 2024-01-11

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure
$11.93M
Companies
4
Total Filings
16
Lifetime Open-Market Net
-$14.16M

Charts

Trading activity, where the exposure sits, and each trade against the stock price.

CXM price and trades

Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.

Shares held

Shares owned after each reported transaction on this company (direct holdings as reported).

Open-market buying and selling

by month

Dollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.

Exposure by company

latest
OfficerDirector10% owner* stale (no filing in 3 yrs)

Most recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.

Filer Profile

Reported Address
C/O AVALARA, INC.
255 SOUTH KING ST., SUITE 1800
SEATTLE, WA 98104
Related Filers
Dharmesh Thakker — 15 joint filings, latest 2025-04-14
Russell L Fleischer — 14 joint filings, latest 2024-01-09
Jesse Feldman — 14 joint filings, latest 2024-01-09
Roger H Lee — 14 joint filings, latest 2025-04-14
Scott R Tobin — 13 joint filings, latest 2025-04-14
Michael Maurice Brown — 11 joint filings, latest 2024-01-09
Braze, Inc. — 7 joint filings, latest 2025-04-14
Battery Investment Partners Select Fund I, L.P. — 4 joint filings, latest 2022-04-01
Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
CXM 10%+ Owner 1,269,126 $6.58 $8.36M -$6.81M 3 2024-01-11
AMPL 10%+ Owner 51,560 $16.71 $861.6K -$3.77M 1 2024-01-09
BRZE 10%+ Owner 59,223 $45.78 $2.71M -$816.6K 1 2023-12-27
AVALARA, INC. (AVLR) Delisted Director 66,011 $93.48 $6.17M -$2.77M 11 2021-06-07

Recent Filings · Page 2 of 2

16 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2019-08-26 AVALARA, INC. (AVLR) Delisted Sell (S) −14,287 -$1.25M EDGAR
2019-08-13 AVALARA, INC. (AVLR) Delisted Other (J) +14,287 $0 EDGAR
2019-06-21 AVALARA, INC. (AVLR) Delisted Grant (A) +1,032 $0 EDGAR
2019-06-03 AVALARA, INC. (AVLR) Delisted Other (J) +6,676 $0 EDGAR
2019-02-22 AVALARA, INC. (AVLR) Delisted Other (J) +3,428 $0 EDGAR
2018-06-19 AVALARA, INC. (AVLR) Delisted Mixed +44,396 -$168 EDGAR
Showing 11–16 of 16
Page 2 of 2
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.