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PHR

Phreesia, Inc.

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Tapewire entity
2606
SEC CIK
0001412408
Parsed reports
753

Last 12 months

Inside the activity.

6 purchase rows · 37 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202502
Jan 2026021
Feb 202600
Mar 202643
Apr 202625
May 202601
Jun 202601
Jul 202603
Aug 202600
Sep 202601
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 08, 2023 Filed Sep 11, 2023 20:25 UTC
Roberts EvanChief Operating Officer
Exercise / conversionCommon Stock 30,000 $2.03 $60,900.00
Disclosure

SEC source: 0001562180-23-006810 · primarydocument.xml · nonDerivative · entry 1

Roberts Evan · CIK 0001776704 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 745,179

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 24, 2023 Filed Aug 28, 2023 20:22 UTC
Hoffman Allison CGeneral Counsel & Secretary
Tax withholdingCommon Stock 11,042 $26.39 $291,398.38
Disclosure

SEC source: 0001562180-23-006579 · primarydocument.xml · nonDerivative · entry 1

Hoffman Allison C · CIK 0001564521 · General Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 116,322

F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of Restricted Stock Units and does not represent a sale by the Reporting Person.

Read SEC document
July 31, 2023 Filed Aug 1, 2023 22:02 UTC GrantCommon Stock 315 $31.72 $9,991.80
Disclosure

SEC source: 0001562180-23-006094 · primarydocument.xml · nonDerivative · entry 1

CAHILL EDWARD L · CIK 0001025665 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,480

F1 · shares: Granted as a result of director's election to receive deferred stock units ("DSUs") in lieu of an annual cash retainer pursuant to Phreesia, Inc.'s Non-Employee Director Deferred Compensation Program. The DSUs are awarded on the date such annual cash retainer would otherwise be payable (i.e., quarterly in arrears). Director shall receive underlying common stock on the earlier of (i) 90 days after ceasing to serve as a member of the Board of Directors of the Issuer and incurring a "separation from service" within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder, or (ii) five years from the date of grant of the DSUs.

Read SEC document
July 31, 2023 Filed Aug 1, 2023 22:03 UTC GrantCommon Stock 315 $31.72 $9,991.80
Disclosure

SEC source: 0001562180-23-006096 · primarydocument.xml · nonDerivative · entry 1

Munson Gillian · CIK 0001592494 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,681

F1 · shares: Granted as a result of director's election to receive deferred stock units ("DSUs") in lieu of an annual cash retainer pursuant to Phreesia, Inc.'s Non-Employee Director Deferred Compensation Program. The DSUs are awarded on the date such annual cash retainer would otherwise be payable (i.e., quarterly in arrears). Director shall receive underlying common stock on the earlier of (i) 90 days after ceasing to serve as a member of the Board of Directors of the Issuer and incurring a "separation from service" within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder, or (ii) five years from the date of grant of the DSUs.

Read SEC document
July 31, 2023 Filed Aug 1, 2023 22:02 UTC GrantCommon Stock 315 $31.72 $9,991.80
Disclosure

SEC source: 0001562180-23-006095 · primarydocument.xml · nonDerivative · entry 1

Goldstein Lainie · CIK 0001399513 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,062

F1 · shares: Granted as a result of director's election to receive deferred stock units in lieu of an annual cash retainer pursuant to Phreesia, Inc.'s Non-Employee Director Deferred Compensation Program. The DSUs are awarded on the date such annual cash retainer would otherwise be payable (i.e., quarterly in arrears). Director shall receive underlying common stock 90 days after director ceases to serve as a member of the Board of Directors of the Issuer and incurs a "separation from service" within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder.

Read SEC document
July 31, 2023 Filed Aug 1, 2023 22:01 UTC
Gunzburg JanetPrincipal Accounting Officer
Tax withholdingCommon Stock 272 $31.72 $8,627.84
Disclosure

SEC source: 0001562180-23-006093 · primarydocument.xml · nonDerivative · entry 1

Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,650

F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of Restricted Stock Units and does not represent a sale by the Reporting Person.

Read SEC document
July 21, 2023 Filed Jul 25, 2023 16:28 UTC
Davidoff Michael J.SVP, Payer Business
SaleCommon Stock 1,075 $31.75 $34,131.25
Disclosure

SEC source: 0001562180-23-006012 · primarydocument.xml · nonDerivative · entry 1

Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 93,576

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 29, 2022.

Read SEC document
July 14, 2023 Filed Jul 18, 2023 16:11 UTC
Davidoff Michael J.SVP, Payer Business
Tax withholdingCommon Stock 1,122 $33.72 $37,833.84
Disclosure

SEC source: 0001562180-23-005944 · primarydocument.xml · nonDerivative · entry 1

Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,651

F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of Restricted Stock Units and does not represent a sale by the Reporting Person.

Read SEC document
July 14, 2023 Filed Jul 18, 2023 20:13 UTC
Linetsky DavidSVP, Life Sciences
Tax withholdingCommon Stock 1,948 $33.72 $65,686.56
Disclosure

SEC source: 0001562180-23-005948 · primarydocument.xml · nonDerivative · entry 1

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 204,041

F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of Restricted Stock Units and does not represent a sale by the Reporting Person or his spouse.

Read SEC document
July 14, 2023 Filed Jul 18, 2023 20:13 UTC
Roberts EvanChief Operating Officer
Tax withholdingCommon Stock 1,781 $33.72 $60,055.32
Disclosure

SEC source: 0001562180-23-005949 · primarydocument.xml · nonDerivative · entry 1

Roberts Evan · CIK 0001776704 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 715,179

F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of Restricted Stock Units and does not represent a sale by the Reporting Person.

Read SEC document
July 14, 2023 Filed Jul 18, 2023 20:12 UTC
Indig ChaimDirector · Chief Executive Officer
Tax withholdingCommon Stock 3,089 $33.72 $104,161.08
Disclosure

SEC source: 0001562180-23-005947 · primarydocument.xml · nonDerivative · entry 1

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,240,586

F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of Restricted Stock Units and does not represent a sale by the Reporting Person.

Read SEC document
July 14, 2023 Filed Jul 18, 2023 20:12 UTC
Hoffman Allison CGeneral Counsel & Secretary
Tax withholdingCommon Stock 1,172 $33.72 $39,519.84
Disclosure

SEC source: 0001562180-23-005946 · primarydocument.xml · nonDerivative · entry 1

Hoffman Allison C · CIK 0001564521 · General Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 127,364

F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of Restricted Stock Units and does not represent a sale by the Reporting Person.

Read SEC document
July 14, 2023 Filed Jul 18, 2023 20:12 UTC
Gandhi BalajiChief Financial Officer
Tax withholdingCommon Stock 807 $33.72 $27,212.04
Disclosure

SEC source: 0001562180-23-005945 · primarydocument.xml · nonDerivative · entry 1

Gandhi Balaji · CIK 0001970527 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,070

F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of Restricted Stock Units and does not represent a sale by the Reporting Person.

Read SEC document
July 14, 2023 Filed Jul 18, 2023 20:11 UTC
VanDuyn Amy BethSVP, Human Resources
Tax withholdingCommon Stock 624 $33.72 $21,041.28
Disclosure

SEC source: 0001562180-23-005943 · primarydocument.xml · nonDerivative · entry 1

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 118,811

F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of Restricted Stock Units and does not represent a sale by the Reporting Person.

Read SEC document
July 13, 2023 Filed Jul 17, 2023 20:40 UTC GrantCommon Stock 5,409 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-005913 · primarydocument.xml · nonDerivative · entry 2

Egbuonu-Davis Lisa · CIK 0001873318 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,049

F2 · shares: The shares reported in this transaction represent RSUs issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) July 13, 2024, and (ii) the next annual meeting of the Issuer's stockholders.

Read SEC document
July 13, 2023 Filed Jul 17, 2023 20:40 UTC GrantCommon Stock 5,640 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-005913 · primarydocument.xml · nonDerivative · entry 1

Egbuonu-Davis Lisa · CIK 0001873318 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,640

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in four substantially equal annual installments beginning on July 13, 2024.

Read SEC document
July 08, 2023 Filed Jul 10, 2023 21:48 UTC
Gandhi BalajiChief Financial Officer
Tax withholdingCommon Stock 861 $28.87 $24,857.07
Disclosure

SEC source: 0001562180-23-005843 · primarydocument.xml · nonDerivative · entry 1

Gandhi Balaji · CIK 0001970527 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,877

F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of Restricted Stock Units and does not represent a sale by the Reporting Person.

Read SEC document
June 30, 2023 Filed Jul 5, 2023 20:07 UTC
Gunzburg JanetPrincipal Accounting Officer
GrantCommon Stock 148 $26.21 $3,879.08
Disclosure

SEC source: 0001562180-23-005685 · primarydocument.xml · nonDerivative · entry 1

Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,922

F1 · kind: Shares purchased pursuant to the Phreesia, Inc. Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of January 3, 2023 through June 30, 2023. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the issuer's common stock on January 3, 2023.

Read SEC document
June 30, 2023 Filed Jul 5, 2023 20:07 UTC
Hoffman Allison CGeneral Counsel & Secretary
GrantCommon Stock 201 $26.21 $5,268.21
Disclosure

SEC source: 0001562180-23-005684 · primarydocument.xml · nonDerivative · entry 1

Hoffman Allison C · CIK 0001564521 · General Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,536

F1 · kind: Shares purchased pursuant to the Phreesia, Inc. Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of January 3, 2023 through June 30, 2023. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the issuer's common stock on January 3, 2023.

Read SEC document
June 28, 2023 Filed Jun 30, 2023 20:14 UTC GrantCommon Stock 6,051 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-005576 · primarydocument.xml · nonDerivative · entry 1

CAHILL EDWARD L · CIK 0001025665 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,165

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) June 28, 2024, and (ii) the next annual meeting of the Issuer's stockholders.

Read SEC document
June 28, 2023 Filed Jun 30, 2023 16:13 UTC GrantCommon Stock 6,051 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-005575 · primarydocument.xml · nonDerivative · entry 1

Weintraub Michael · CIK 0001776800 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 180,537

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) June 28, 2024, and (ii) the next annual meeting of the Issuer's stockholders.

Read SEC document
June 28, 2023 Filed Jun 30, 2023 20:15 UTC GrantCommon Stock 6,051 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-005580 · primarydocument.xml · nonDerivative · entry 1

Smith Mark Douglas · CIK 0001756253 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,163

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) June 28, 2024, and (ii) the next annual meeting of the Issuer's stockholders. Director has elected to defer this grant pursuant to Phreesia, Inc.'s Non-Employee Director Deferred Compensation Program. Director shall receive underlying common stock on the earlier of (a) 90 days after director ceases to serve as a member of the Board of Directors of the Issuer and incurs a "separation from service" within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder, or (b) five years from the date of grant of the deferred RSUs.

Read SEC document
June 28, 2023 Filed Jun 30, 2023 20:15 UTC
Sayar RaminDirector
GrantCommon Stock 6,051 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-005579 · primarydocument.xml · nonDerivative · entry 1

Sayar Ramin · CIK 0001822614 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,245

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) June 28, 2024, and (ii) the next annual meeting of the Issuer's stockholders.

Read SEC document
June 28, 2023 Filed Jun 30, 2023 20:14 UTC GrantCommon Stock 6,051 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-005577 · primarydocument.xml · nonDerivative · entry 1

Goldstein Lainie · CIK 0001399513 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,747

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) June 28, 2024, and (ii) the next annual meeting of the Issuer's stockholders. Director has elected to defer this grant pursuant to Phreesia, Inc.'s Non-Employee Director Deferred Compensation Program. Director shall receive underlying common stock 90 days after director ceases to serve as a member of the Board of Directors of the Issuer and incurs a "separation from service" within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder.

Read SEC document
June 28, 2023 Filed Jun 30, 2023 20:14 UTC GrantCommon Stock 6,051 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-005578 · primarydocument.xml · nonDerivative · entry 1

Munson Gillian · CIK 0001592494 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,366

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) June 28, 2024, and (ii) the next annual meeting of the Issuer's stockholders. Director has elected to defer this grant pursuant to Phreesia, Inc.'s Non-Employee Director Deferred Compensation Program. Director shall receive underlying common stock on the earlier of (a) 90 days after director ceases to serve as a member of the Board of Directors of the Issuer and incurs a "separation from service" within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder, or (b) five years from the date of grant of the deferred RSUs.

Read SEC document
June 17, 2023 Filed Jun 20, 2023 21:00 UTC
Linetsky DavidSVP, Life Sciences
Tax withholdingCommon Stock 27 $31.79 $858.33
Disclosure

SEC source: 0001562180-23-005374 · primarydocument.xml · nonDerivative · entry 3

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: No plan indicated

Ownership: Indirect · By spouse

Disclosed balance after: 7,808

F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of Restricted Stock Units and does not represent a sale by the Reporting Person or his spouse.

Read SEC document
June 17, 2023 Filed Jun 20, 2023 21:01 UTC
Gunzburg JanetPrincipal Accounting Officer
Tax withholdingCommon Stock 117 $31.79 $3,719.43
Disclosure

SEC source: 0001562180-23-005375 · primarydocument.xml · nonDerivative · entry 1

Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,774

F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of Restricted Stock Units and does not represent a sale by the Reporting Person.

Read SEC document
June 16, 2023 Filed Jun 20, 2023 21:00 UTC
Linetsky DavidSVP, Life Sciences
Tax withholdingCommon Stock 67 $31.79 $2,129.93
Disclosure

SEC source: 0001562180-23-005374 · primarydocument.xml · nonDerivative · entry 2

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: No plan indicated

Ownership: Indirect · By spouse

Disclosed balance after: 7,835

F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of Restricted Stock Units and does not represent a sale by the Reporting Person or his spouse.

Read SEC document
June 15, 2023 Filed Jun 20, 2023 21:00 UTC
Linetsky DavidSVP, Life Sciences
Tax withholdingCommon Stock 40 $33.44 $1,337.60
Disclosure

SEC source: 0001562180-23-005374 · primarydocument.xml · nonDerivative · entry 1

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: No plan indicated

Ownership: Indirect · By spouse

Disclosed balance after: 7,902

F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of Restricted Stock Units and does not represent a sale by the Reporting Person or his spouse.

Read SEC document
May 10, 2023 Filed May 11, 2023 20:48 UTC SaleCommon Stock 3,555 $30.06 $106,863.66
Disclosure

SEC source: 0001562180-23-004076 · primarydocument.xml · nonDerivative · entry 1

Munson Gillian · CIK 0001592494 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 19,315

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 14, 2022.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.70 to $30.23 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
May 10, 2023 Filed Mar 8, 2024 16:12 UTC GiftCommon Stock 6,703 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-002470 · primarydocument.xml · nonDerivative · entry 2

Weintraub Michael · CIK 0001776800 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,989

F2 · shares: On May 10, 2023, the Reporting Person transferred 6,703 shares of Phreesia, Inc. common stock to an irrevocable trust. Members of the Reporting Person's immediate family are the sole beneficiaries of such trust. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, if any.

Read SEC document
May 10, 2023 Filed Mar 8, 2024 16:12 UTC GiftCommon Stock 144,845 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-002470 · primarydocument.xml · nonDerivative · entry 1

Weintraub Michael · CIK 0001776800 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,989

F1 · shares: On May 10, 2023, the Reporting Person transferred 144,845 shares of Phreesia, Inc. common stock to a grantor retained annuity trust (the "GRAT") of which the Reporting Person is the trustee. Members of the Reporting Person's immediate family are the sole beneficiaries of the Weintraub Family 2017 Irrevocable Trust, which is the beneficiary of the GRAT. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, if any.

Read SEC document
May 09, 2023 Filed May 11, 2023 20:42 UTC
Indig ChaimDirector · Chief Executive Officer
Exercise / conversionStock Option · Derivative 12,453 $0.00 Strike: $8.03 $0.00
Disclosure

SEC source: 0001562180-23-004075 · primarydocument.xml · derivative · entry 3

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 12,453 shares

Expires 2029-01-16

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof.

Read SEC document
May 09, 2023 Filed May 11, 2023 20:42 UTC
Indig ChaimDirector · Chief Executive Officer
Exercise / conversionCommon Stock 12,453 $8.03 $99,997.59
Disclosure

SEC source: 0001562180-23-004075 · primarydocument.xml · nonDerivative · entry 1

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,243,675

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 01, 2023 Filed May 3, 2023 20:17 UTC
Gunzburg JanetPrincipal Accounting Officer
Tax withholdingCommon Stock 271 $31.64 $8,574.44
Disclosure

SEC source: 0001562180-23-003888 · primarydocument.xml · nonDerivative · entry 1

Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,891

F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of Restricted Stock Units and does not represent a sale by the Reporting Person.

Read SEC document
April 28, 2023 Filed May 1, 2023 20:32 UTC GrantCommon Stock 316 $31.64 $9,998.24
Disclosure

SEC source: 0001562180-23-003755 · primarydocument.xml · nonDerivative · entry 1

CAHILL EDWARD L · CIK 0001025665 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,114

F1 · shares: Granted as a result of director's election to receive deferred stock units ("DSUs") in lieu of an annual cash retainer pursuant to Phreesia, Inc.'s Non-Employee Director Deferred Compensation Program. The DSUs are awarded on the date such annual cash retainer would otherwise be payable (i.e., quarterly in arrears). Director shall receive underlying common stock on the earlier of (i) 90 days after ceasing to serve as a member of the Board of Directors of the Issuer and incurring a "separation from service" within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder, or (ii) five years from the date of grant of the DSUs.

Read SEC document
April 28, 2023 Filed May 1, 2023 20:33 UTC GrantCommon Stock 316 $31.64 $9,998.24
Disclosure

SEC source: 0001562180-23-003757 · primarydocument.xml · nonDerivative · entry 1

Goldstein Lainie · CIK 0001399513 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,696

F1 · shares: Granted as a result of director's election to receive deferred stock units ("DSUs") in lieu of an annual cash retainer pursuant to Phreesia, Inc.'s Non-Employee Director Deferred Compensation Program. The DSUs are awarded on the date such annual cash retainer would otherwise be payable (i.e., quarterly in arrears). Director shall receive underlying common stock 90 days after director ceases to serve as a member of the Board of Directors of the Issuer and incurs a "separation from service" within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder.

Read SEC document
April 28, 2023 Filed May 1, 2023 20:32 UTC GrantCommon Stock 316 $31.64 $9,998.24
Disclosure

SEC source: 0001562180-23-003756 · primarydocument.xml · nonDerivative · entry 1

Munson Gillian · CIK 0001592494 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,870

F1 · shares: Granted as a result of director's election to receive deferred stock units ("DSUs") in lieu of an annual cash retainer pursuant to Phreesia, Inc.'s Non-Employee Director Deferred Compensation Program. The DSUs are awarded on the date such annual cash retainer would otherwise be payable (i.e., quarterly in arrears). Director shall receive underlying common stock on the earlier of (i) 90 days after ceasing to serve as a member of the Board of Directors of the Issuer and incurring a "separation from service" within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder, or (ii) five years from the date of grant of the DSUs.

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April 21, 2023 Filed Apr 25, 2023 17:04 UTC
Davidoff Michael J.SVP, Payer Business
SaleCommon Stock 1,075 $33.13 $35,614.75
Disclosure

SEC source: 0001562180-23-003680 · primarydocument.xml · nonDerivative · entry 1

Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 95,773

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 29, 2022.

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April 18, 2023 Filed Apr 20, 2023 20:15 UTC
Roberts EvanChief Operating Officer
SaleCommon Stock 7,452 $32.09 $239,166.72
Disclosure

SEC source: 0001562180-23-003635 · primarydocument.xml · nonDerivative · entry 1

Roberts Evan · CIK 0001776704 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 716,960

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 16, 2022.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.00 to $32.21 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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April 17, 2023 Filed Apr 18, 2023 20:53 UTC
VanDuyn Amy BethSVP, Human Resources
Exercise / conversionStock Option · Derivative 21,387 $0.00 Strike: $0.84 $0.00
Disclosure

SEC source: 0001562180-23-003609 · primarydocument.xml · derivative · entry 4

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 21,387 shares

Expires 2023-08-19

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof.

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April 17, 2023 Filed Apr 18, 2023 20:53 UTC
VanDuyn Amy BethSVP, Human Resources
SaleCommon Stock 570 $31.84 $18,148.86
Disclosure

SEC source: 0001562180-23-003609 · primarydocument.xml · nonDerivative · entry 3

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 119,435

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April 17, 2023 Filed Apr 18, 2023 20:53 UTC
VanDuyn Amy BethSVP, Human Resources
Exercise / conversionCommon Stock 21,387 $0.84 $17,965.08
Disclosure

SEC source: 0001562180-23-003609 · primarydocument.xml · nonDerivative · entry 2

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 120,005

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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April 17, 2023 Filed Apr 18, 2023 20:52 UTC
Roberts EvanChief Operating Officer
SaleCommon Stock 2,600 $32.01 $83,228.86
Disclosure

SEC source: 0001562180-23-003605 · primarydocument.xml · nonDerivative · entry 2

Roberts Evan · CIK 0001776704 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 724,412

F2 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 16, 2022.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.00 to $32.03 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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April 17, 2023 Filed Apr 18, 2023 20:53 UTC
Gandhi BalajiChief Financial Officer
SaleCommon Stock 2,113 $31.83 $67,247.92
Disclosure

SEC source: 0001562180-23-003607 · primarydocument.xml · nonDerivative · entry 2

Gandhi Balaji · CIK 0001970527 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 85,738

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 18, 2023.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.51 to $32.01 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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April 16, 2023 Filed Apr 18, 2023 20:53 UTC
Linetsky DavidSVP, Life Sciences
GrantCommon Stock 2,212 $31.64 $69,987.68
Disclosure

SEC source: 0001562180-23-003610 · primarydocument.xml · nonDerivative · entry 2

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: No plan indicated

Ownership: Indirect · By spouse

Disclosed balance after: 7,942

F2 · shares: The shares reported in this transaction represent RSUs issued to the Reporting Person's spouse under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in four substantially equal annual installments beginning on April 16, 2024.

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April 16, 2023 Filed Apr 18, 2023 20:51 UTC
Gunzburg JanetPrincipal Accounting Officer
GrantCommon Stock 9,481 $31.64 $299,978.84
Disclosure

SEC source: 0001562180-23-003603 · primarydocument.xml · nonDerivative · entry 1

Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,162

F1 · kind: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in four substantially equal annual installments beginning on April 16, 2024.

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April 14, 2023 Filed Apr 18, 2023 16:52 UTC
Davidoff Michael J.SVP, Payer Business
Tax withholdingCommon Stock 1,123 $31.64 $35,531.72
Disclosure

SEC source: 0001562180-23-003606 · primarydocument.xml · nonDerivative · entry 1

Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 96,848

F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of Restricted Stock Units and does not represent a sale by the Reporting Person.

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April 14, 2023 Filed Apr 18, 2023 20:53 UTC
Linetsky DavidSVP, Life Sciences
Tax withholdingCommon Stock 1,948 $31.64 $61,634.72
Disclosure

SEC source: 0001562180-23-003610 · primarydocument.xml · nonDerivative · entry 1

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 205,989

F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of Restricted Stock Units ("RSUs") and does not represent a sale by the Reporting Person.

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April 14, 2023 Filed Apr 18, 2023 20:53 UTC
VanDuyn Amy BethSVP, Human Resources
Tax withholdingCommon Stock 623 $31.64 $19,711.72
Disclosure

SEC source: 0001562180-23-003609 · primarydocument.xml · nonDerivative · entry 1

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,618

F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of Restricted Stock Units and does not represent a sale by the Reporting Person.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.