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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 2 |
| Jan 2026 | 0 | 21 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 4 | 3 |
| Apr 2026 | 2 | 5 |
| May 2026 | 0 | 1 |
| Jun 2026 | 0 | 1 |
| Jul 2026 | 0 | 3 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 1 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 08, 2023 Filed Sep 11, 2023 20:25 UTC |
Roberts EvanChief Operating Officer
|
Exercise / conversionCommon Stock | 30,000 | $2.03 | $60,900.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
CAHILL EDWARD LDirector
|
GrantCommon Stock | 315 | $31.72 | $9,991.80 |
DisclosureSEC 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 |
Munson GillianDirector
|
GrantCommon Stock | 315 | $31.72 | $9,991.80 |
DisclosureSEC 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 |
Goldstein LainieDirector
|
GrantCommon Stock | 315 | $31.72 | $9,991.80 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Egbuonu-Davis LisaDirector
|
GrantCommon Stock | 5,409 | $0.00 | $0.00 |
DisclosureSEC 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 |
Egbuonu-Davis LisaDirector
|
GrantCommon Stock | 5,640 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
CAHILL EDWARD LDirector
|
GrantCommon Stock | 6,051 | $0.00 | $0.00 |
DisclosureSEC 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 |
Weintraub MichaelDirector
|
GrantCommon Stock | 6,051 | $0.00 | $0.00 |
DisclosureSEC 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 |
Smith Mark DouglasDirector
|
GrantCommon Stock | 6,051 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Goldstein LainieDirector
|
GrantCommon Stock | 6,051 | $0.00 | $0.00 |
DisclosureSEC 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 |
Munson GillianDirector
|
GrantCommon Stock | 6,051 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Munson GillianDirector
|
SaleCommon Stock | 3,555 | $30.06 | $106,863.66 |
DisclosureSEC 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 |
Weintraub MichaelDirector
|
GiftCommon Stock | 6,703 | $0.00 | $0.00 |
DisclosureSEC 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 |
Weintraub MichaelDirector
|
GiftCommon Stock | 144,845 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
CAHILL EDWARD LDirector
|
GrantCommon Stock | 316 | $31.64 | $9,998.24 |
DisclosureSEC 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 |
Goldstein LainieDirector
|
GrantCommon Stock | 316 | $31.64 | $9,998.24 |
DisclosureSEC 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 |
Munson GillianDirector
|
GrantCommon Stock | 316 | $31.64 | $9,998.24 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| April 18, 2023 Filed Apr 20, 2023 20:15 UTC |
Roberts EvanChief Operating Officer
|
SaleCommon Stock | 7,452 | $32.09 | $239,166.72 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| April 17, 2023 Filed Apr 18, 2023 20:53 UTC |
VanDuyn Amy BethSVP, Human Resources
|
SaleCommon Stock | 570 | $31.84 | $18,148.86 |
DisclosureSEC 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 Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| April 17, 2023 Filed Apr 18, 2023 20:52 UTC |
Roberts EvanChief Operating Officer
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SaleCommon Stock | 2,600 | $32.01 | $83,228.86 |
DisclosureSEC 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. Read SEC document |
| April 17, 2023 Filed Apr 18, 2023 20:53 UTC |
Gandhi BalajiChief Financial Officer
|
SaleCommon Stock | 2,113 | $31.83 | $67,247.92 |
DisclosureSEC 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. Read SEC document |
| April 16, 2023 Filed Apr 18, 2023 20:53 UTC |
Linetsky DavidSVP, Life Sciences
|
GrantCommon Stock | 2,212 | $31.64 | $69,987.68 |
DisclosureSEC 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. Read SEC document |
| April 16, 2023 Filed Apr 18, 2023 20:51 UTC |
Gunzburg JanetPrincipal Accounting Officer
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GrantCommon Stock | 9,481 | $31.64 | $299,978.84 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| April 14, 2023 Filed Apr 18, 2023 20:53 UTC |
Linetsky DavidSVP, Life Sciences
|
Tax withholdingCommon Stock | 1,948 | $31.64 | $61,634.72 |
DisclosureSEC 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. Read SEC document |
| April 14, 2023 Filed Apr 18, 2023 20:53 UTC |
VanDuyn Amy BethSVP, Human Resources
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Tax withholdingCommon Stock | 623 | $31.64 | $19,711.72 |
DisclosureSEC 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. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.