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PHR

Phreesia, Inc.

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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
April 14, 2023 Filed Apr 18, 2023 20:53 UTC
Indig ChaimDirector · Chief Executive Officer
Tax withholdingCommon Stock 3,089 $31.64 $97,735.96
Disclosure

SEC source: 0001562180-23-003608 · primarydocument.xml · nonDerivative · entry 1

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,218,769

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 20:52 UTC
Roberts EvanChief Operating Officer
Tax withholdingCommon Stock 1,781 $31.64 $56,350.84
Disclosure

SEC source: 0001562180-23-003605 · primarydocument.xml · nonDerivative · entry 1

Roberts Evan · CIK 0001776704 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 727,012

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
Gandhi BalajiChief Financial Officer
Tax withholdingCommon Stock 807 $31.64 $25,533.48
Disclosure

SEC source: 0001562180-23-003607 · primarydocument.xml · nonDerivative · entry 1

Gandhi Balaji · CIK 0001970527 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 87,851

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 20:52 UTC
Hoffman Allison CGeneral Counsel & Secretary
SaleCommon Stock 3,306 $31.16 $103,017.27
Disclosure

SEC source: 0001562180-23-003604 · primarydocument.xml · nonDerivative · entry 2

Hoffman Allison C · CIK 0001564521 · General Counsel & Secretary

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 128,335

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 19, 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 $30.83 to $31.65 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 14, 2023 Filed Apr 18, 2023 20:52 UTC
Hoffman Allison CGeneral Counsel & Secretary
Tax withholdingCommon Stock 1,172 $31.64 $37,082.08
Disclosure

SEC source: 0001562180-23-003604 · primarydocument.xml · nonDerivative · entry 1

Hoffman Allison C · CIK 0001564521 · General Counsel & Secretary

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 131,641

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 12, 2023 Filed Apr 13, 2023 20:11 UTC
Roberts EvanChief Operating Officer
SaleCommon Stock 200 $32.01 $6,402.00
Disclosure

SEC source: 0001562180-23-003544 · primarydocument.xml · nonDerivative · entry 1

Roberts Evan · CIK 0001776704 · Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 728,793

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 $32.02 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 11, 2023 Filed Apr 12, 2023 17:14 UTC
Davidoff Michael J.SVP, Payer Business
SaleCommon Stock 3,466 $30.91 $107,123.66
Disclosure

SEC source: 0001562180-23-003530 · primarydocument.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 97,971

F3 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 29, 2022.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.73 to $31.21 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 10, 2023 Filed Apr 12, 2023 17:14 UTC
Davidoff Michael J.SVP, Payer Business
Tax withholdingCommon Stock 3,615 $30.15 $108,992.25
Disclosure

SEC source: 0001562180-23-003530 · primarydocument.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 101,437

F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of fully vested RSUs granted on April 10, 2023 and does not represent a sale by the Reporting Person.

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April 10, 2023 Filed Apr 12, 2023 17:14 UTC
Davidoff Michael J.SVP, Payer Business
GrantCommon Stock 7,081 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-003530 · primarydocument.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 105,052

F1 · shares: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the fiscal year ended January 31, 2023 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted are based on a per share value of $30.15, the closing price of the Issuer's common stock on April 10, 2023.

F1 · price: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the fiscal year ended January 31, 2023 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted are based on a per share value of $30.15, the closing price of the Issuer's common stock on April 10, 2023.

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April 10, 2023 Filed Apr 12, 2023 21:14 UTC
Linetsky DavidSVP, Life Sciences
Tax withholdingCommon Stock 63 $30.15 $1,899.45
Disclosure

SEC source: 0001562180-23-003531 · primarydocument.xml · nonDerivative · entry 4

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: No plan indicated

Ownership: Indirect · By spouse

Disclosed balance after: 5,730

F4 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of fully vested RSUs granted on April 10, 2023 and does not represent a sale by the Reporting Person or his spouse.

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April 10, 2023 Filed Apr 12, 2023 21:14 UTC
Linetsky DavidSVP, Life Sciences
GrantCommon Stock 210 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-003531 · 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: 5,793

F3 · shares: Represents RSUs that were fully vested as of the grant date. These RSUs represent awards received in lieu of 50% of the Reporting Person's spouse's cash bonus earned for the fiscal year ended January 31, 2023 under the Issuer's Variable Compensation Plan. The Reporting Person's spouse elected to convert such portion of her earned cash bonus into RSUs representing 115% of such amount. The number of RSUs granted are based on a per share value of $30.15, the closing price of the Issuer's common stock on April 10, 2023.

F3 · price: Represents RSUs that were fully vested as of the grant date. These RSUs represent awards received in lieu of 50% of the Reporting Person's spouse's cash bonus earned for the fiscal year ended January 31, 2023 under the Issuer's Variable Compensation Plan. The Reporting Person's spouse elected to convert such portion of her earned cash bonus into RSUs representing 115% of such amount. The number of RSUs granted are based on a per share value of $30.15, the closing price of the Issuer's common stock on April 10, 2023.

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April 10, 2023 Filed Apr 12, 2023 21:14 UTC
Linetsky DavidSVP, Life Sciences
Tax withholdingCommon Stock 1,800 $30.15 $54,270.00
Disclosure

SEC source: 0001562180-23-003531 · primarydocument.xml · nonDerivative · entry 2

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 207,937

F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of fully vested RSUs granted on April 10, 2023 and does not represent a sale by the Reporting Person.

Read SEC document
April 10, 2023 Filed Apr 12, 2023 21:14 UTC
Linetsky DavidSVP, Life Sciences
GrantCommon Stock 4,248 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-003531 · primarydocument.xml · nonDerivative · entry 1

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 209,737

F1 · shares: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of 50% of the Reporting Person's cash bonus earned for the fiscal year ended January 31, 2023 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such portion of his earned cash bonus into RSUs representing 115% of such amount. The number of RSUs granted are based on a per share value of $30.15, the closing price of the Issuer's common stock on April 10, 2023.

F1 · price: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of 50% of the Reporting Person's cash bonus earned for the fiscal year ended January 31, 2023 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such portion of his earned cash bonus into RSUs representing 115% of such amount. The number of RSUs granted are based on a per share value of $30.15, the closing price of the Issuer's common stock on April 10, 2023.

Read SEC document
April 10, 2023 Filed Apr 12, 2023 21:15 UTC
Gunzburg JanetPrincipal Accounting Officer
Tax withholdingCommon Stock 1,123 $30.15 $33,858.45
Disclosure

SEC source: 0001562180-23-003535 · primarydocument.xml · nonDerivative · entry 2

Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,147

F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of fully vested RSUs granted on April 10, 2023 and does not represent a sale by the Reporting Person.

Read SEC document
April 10, 2023 Filed Apr 12, 2023 21:15 UTC
Gunzburg JanetPrincipal Accounting Officer
GrantCommon Stock 3,115 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-003535 · primarydocument.xml · nonDerivative · entry 1

Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,270

F1 · shares: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the fiscal year ended January 31, 2023 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted are based on a per share value of $30.15, the closing price of the Issuer's common stock on April 10, 2023.

F1 · price: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the fiscal year ended January 31, 2023 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted are based on a per share value of $30.15, the closing price of the Issuer's common stock on April 10, 2023.

Read SEC document
April 10, 2023 Filed Apr 12, 2023 21:15 UTC
Gandhi BalajiChief Financial Officer
Tax withholdingCommon Stock 2,843 $30.15 $85,716.45
Disclosure

SEC source: 0001562180-23-003534 · primarydocument.xml · nonDerivative · entry 2

Gandhi Balaji · CIK 0001970527 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 88,658

F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of fully vested RSUs granted on April 10, 2023 and does not represent a sale by the Reporting Person.

Read SEC document
April 10, 2023 Filed Apr 12, 2023 21:15 UTC
Gandhi BalajiChief Financial Officer
GrantCommon Stock 4,956 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-003534 · primarydocument.xml · nonDerivative · entry 1

Gandhi Balaji · CIK 0001970527 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,501

F1 · shares: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the fiscal year ended January 31, 2023 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted are based on a per share value of $30.15, the closing price of the Issuer's common stock on April 10, 2023.

F1 · price: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the fiscal year ended January 31, 2023 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted are based on a per share value of $30.15, the closing price of the Issuer's common stock on April 10, 2023.

Read SEC document
April 10, 2023 Filed Apr 12, 2023 21:14 UTC
VanDuyn Amy BethSVP, Human Resources
Tax withholdingCommon Stock 2,196 $30.15 $66,209.40
Disclosure

SEC source: 0001562180-23-003533 · primarydocument.xml · nonDerivative · entry 2

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,241

F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of fully vested RSUs granted on April 10, 2023 and does not represent a sale by the Reporting Person.

Read SEC document
April 10, 2023 Filed Apr 12, 2023 21:14 UTC
VanDuyn Amy BethSVP, Human Resources
GrantCommon Stock 4,956 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-003533 · primarydocument.xml · nonDerivative · entry 1

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,437

F1 · shares: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the fiscal year ended January 31, 2023 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted are based on a per share value of $30.15, the closing price of the Issuer's common stock on April 10, 2023.

F1 · price: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the fiscal year ended January 31, 2023 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted are based on a per share value of $30.15, the closing price of the Issuer's common stock on April 10, 2023.

Read SEC document
April 10, 2023 Filed Apr 12, 2023 21:14 UTC
Hoffman Allison CGeneral Counsel & Secretary
Tax withholdingCommon Stock 3,775 $30.15 $113,816.25
Disclosure

SEC source: 0001562180-23-003532 · primarydocument.xml · nonDerivative · entry 2

Hoffman Allison C · CIK 0001564521 · General Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 132,813

F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of fully vested RSUs granted on April 10, 2023 and does not represent a sale by the Reporting Person.

Read SEC document
April 10, 2023 Filed Apr 12, 2023 21:14 UTC
Hoffman Allison CGeneral Counsel & Secretary
GrantCommon Stock 7,081 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-003532 · primarydocument.xml · nonDerivative · entry 1

Hoffman Allison C · CIK 0001564521 · General Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 136,588

F1 · shares: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the fiscal year ended January 31, 2023 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted are based on a per share value of $30.15, the closing price of the Issuer's common stock on April 10, 2023.

F1 · price: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the fiscal year ended January 31, 2023 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted are based on a per share value of $30.15, the closing price of the Issuer's common stock on April 10, 2023.

Read SEC document
April 10, 2023 Filed Apr 12, 2023 21:14 UTC
Roberts EvanChief Operating Officer
Tax withholdingCommon Stock 4,529 $30.15 $136,549.35
Disclosure

SEC source: 0001562180-23-003529 · primarydocument.xml · nonDerivative · entry 2

Roberts Evan · CIK 0001776704 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 728,993

F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of fully vested RSUs granted on April 10, 2023 and does not represent a sale by the Reporting Person.

Read SEC document
April 10, 2023 Filed Apr 12, 2023 21:14 UTC
Roberts EvanChief Operating Officer
GrantCommon Stock 8,497 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-003529 · primarydocument.xml · nonDerivative · entry 1

Roberts Evan · CIK 0001776704 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 733,522

F1 · shares: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the fiscal year ended January 31, 2023 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted are based on a per share value of $30.15, the closing price of the Issuer's common stock on April 10, 2023. The shares underlying the RSUs (excluding shares that are withheld to cover applicable tax withholding obligations) must be held by the Reporting Person until the earlier of (i) the one-year anniversary of the grant date or (ii) a Sale Event (as defined in the Issuer's 2019 Stock Option and Incentive Plan).

F1 · price: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the fiscal year ended January 31, 2023 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted are based on a per share value of $30.15, the closing price of the Issuer's common stock on April 10, 2023. The shares underlying the RSUs (excluding shares that are withheld to cover applicable tax withholding obligations) must be held by the Reporting Person until the earlier of (i) the one-year anniversary of the grant date or (ii) a Sale Event (as defined in the Issuer's 2019 Stock Option and Incentive Plan).

Read SEC document
April 10, 2023 Filed Apr 12, 2023 21:13 UTC
Indig ChaimDirector · Chief Executive Officer
Tax withholdingCommon Stock 7,885 $30.15 $237,732.75
Disclosure

SEC source: 0001562180-23-003528 · primarydocument.xml · nonDerivative · entry 2

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,221,858

F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of fully vested RSUs granted on April 10, 2023 and does not represent a sale by the Reporting Person.

Read SEC document
April 10, 2023 Filed Apr 12, 2023 21:13 UTC
Indig ChaimDirector · Chief Executive Officer
GrantCommon Stock 14,587 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-23-003528 · primarydocument.xml · nonDerivative · entry 1

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,229,743

F1 · shares: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the fiscal year ended January 31, 2023 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted are based on a per share value of $30.15, the closing price of the Issuer's common stock on April 10, 2023. The shares underlying the RSUs (excluding shares that are withheld to cover applicable tax withholding obligations) must be held by the Reporting Person until the earlier of (i) the one-year anniversary of the grant date or (ii) a Sale Event (as defined in the Issuer's 2019 Stock Option and Incentive Plan).

F1 · price: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the fiscal year ended January 31, 2023 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted are based on a per share value of $30.15, the closing price of the Issuer's common stock on April 10, 2023. The shares underlying the RSUs (excluding shares that are withheld to cover applicable tax withholding obligations) must be held by the Reporting Person until the earlier of (i) the one-year anniversary of the grant date or (ii) a Sale Event (as defined in the Issuer's 2019 Stock Option and Incentive Plan).

Read SEC document
April 03, 2023 Filed Apr 5, 2023 20:36 UTC Exercise / conversionStock Option · Derivative 7,000 $0.00 Strike: $4.71 $0.00
Disclosure

SEC source: 0001562180-23-003442 · primarydocument.xml · derivative · entry 4

Smith Mark Douglas · CIK 0001756253 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 65,193

Underlying: Common Stock · 7,000 shares

Expires 2028-09-04

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.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 18, 2023.

F4 · derivative.exercise_date: 27,306 of the original 84,193 shares underlying the option vested became exercisable on September 5, 2019, with 25% of the remainder vesting on September 5, 2019, and 75% of the remainder vesting in thirty-six (36) equal monthly installments thereafter.

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April 03, 2023 Filed Apr 5, 2023 20:36 UTC SaleCommon Stock 500 $31.77 $15,885.50
Disclosure

SEC source: 0001562180-23-003442 · primarydocument.xml · nonDerivative · entry 3

Smith Mark Douglas · CIK 0001756253 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 16,112

F1 · 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 $31.60 to $31.93 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 03, 2023 Filed Apr 5, 2023 20:36 UTC SaleCommon Stock 6,500 $30.69 $199,481.75
Disclosure

SEC source: 0001562180-23-003442 · primarydocument.xml · nonDerivative · entry 2

Smith Mark Douglas · CIK 0001756253 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 16,612

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 18, 2023.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.33 to $31.19 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 03, 2023 Filed Apr 5, 2023 20:36 UTC Exercise / conversionCommon Stock 7,000 $4.71 $32,970.00
Disclosure

SEC source: 0001562180-23-003442 · primarydocument.xml · nonDerivative · entry 1

Smith Mark Douglas · CIK 0001756253 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 23,112

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.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 18, 2023.

Read SEC document
April 03, 2023 Filed Apr 5, 2023 20:36 UTC
VanDuyn Amy BethSVP, Human Resources
SaleCommon Stock 300 $31.69 $9,507.99
Disclosure

SEC source: 0001562180-23-003443 · primarydocument.xml · nonDerivative · entry 2

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 96,481

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 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 $31.56 to $31.76 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 03, 2023 Filed Apr 5, 2023 20:36 UTC
VanDuyn Amy BethSVP, Human Resources
SaleCommon Stock 2,678 $30.69 $82,188.62
Disclosure

SEC source: 0001562180-23-003443 · primarydocument.xml · nonDerivative · entry 1

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 96,781

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 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 $30.38 to $31.18 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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March 24, 2023 Filed Mar 28, 2023 20:19 UTC
Gandhi BalajiChief Financial Officer
GrantCommon Stock 21,428 $0.00 $0.00
Disclosure

SEC source: 0001562180-23-003145 · primarydocument.xml · nonDerivative · entry 1

Gandhi Balaji · CIK 0001970527 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,545

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 March 24, 2024.

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March 17, 2023 Filed Mar 20, 2023 23:22 UTC
Linetsky DavidSVP, Life Sciences
Tax withholdingCommon Stock 18 $33.65 $605.70
Disclosure

SEC source: 0000899243-23-009141 · doc4.xml · nonDerivative · entry 4

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: No plan indicated

Ownership: Indirect · By spouse

Disclosed balance after: 5,347

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

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March 16, 2023 Filed Mar 20, 2023 23:22 UTC
Linetsky DavidSVP, Life Sciences
Tax withholdingCommon Stock 44 $34.81 $1,531.64
Disclosure

SEC source: 0000899243-23-009141 · doc4.xml · nonDerivative · entry 3

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: No plan indicated

Ownership: Indirect · By spouse

Disclosed balance after: 5,365

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

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March 16, 2023 Filed Mar 20, 2023 23:22 UTC
Linetsky DavidSVP, Life Sciences
Tax withholdingCommon Stock 148 $34.81 $5,151.88
Disclosure

SEC source: 0000899243-23-009141 · doc4.xml · nonDerivative · entry 2

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: No plan indicated

Ownership: Indirect · By spouse

Disclosed balance after: 5,409

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

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March 15, 2023 Filed Mar 20, 2023 23:22 UTC
Linetsky DavidSVP, Life Sciences
Tax withholdingCommon Stock 26 $33.84 $879.84
Disclosure

SEC source: 0000899243-23-009141 · doc4.xml · nonDerivative · entry 1

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: No plan indicated

Ownership: Indirect · By spouse

Disclosed balance after: 5,557

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

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February 02, 2023 Filed Feb 6, 2023 16:34 UTC
Rasmussen RandyChief Financial Officer
SaleCommon Stock 4,765 $40.00 $190,600.00
Disclosure

SEC source: 0001562180-23-001033 · primarydocument.xml · nonDerivative · entry 1

Rasmussen Randy · CIK 0001860230 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 145,594

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

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February 02, 2023 Filed Feb 6, 2023 16:22 UTC
Davidoff Michael J.SVP, Payer Business
SaleCommon Stock 1,530 $39.55 $60,515.78
Disclosure

SEC source: 0001562180-23-001029 · primarydocument.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 97,971

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

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.33 to $39.72 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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February 02, 2023 Filed Feb 6, 2023 16:22 UTC
Davidoff Michael J.SVP, Payer Business
SaleCommon Stock 5,983 $39.12 $234,048.38
Disclosure

SEC source: 0001562180-23-001029 · primarydocument.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 99,501

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

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.33 to $39.3250 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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February 02, 2023 Filed Feb 6, 2023 21:32 UTC
Linetsky DavidSVP, Life Sciences
SaleCommon Stock 11,378 $39.55 $449,988.52
Disclosure

SEC source: 0001562180-23-001031 · primarydocument.xml · nonDerivative · entry 1

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 205,489

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

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.50 to $39.73 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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February 02, 2023 Filed Feb 6, 2023 21:29 UTC
VanDuyn Amy BethSVP, Human Resources
SaleCommon Stock 300 $40.00 $12,000.00
Disclosure

SEC source: 0001562180-23-001030 · primarydocument.xml · nonDerivative · entry 1

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 99,459

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

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January 31, 2023 Filed Jan 31, 2023 19:08 UTC
Davidoff Michael J.SVP, Payer Business
SaleCommon Stock 3,265 $38.00 $124,082.08
Disclosure

SEC source: 0001562180-23-000766 · primarydocument.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 105,484

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

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.00 to $38.05 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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January 31, 2023 Filed Feb 2, 2023 22:32 UTC GrantCommon Stock 266 $37.49 $9,972.34
Disclosure

SEC source: 0001562180-23-000864 · primarydocument.xml · nonDerivative · entry 1

CAHILL EDWARD L · CIK 0001025665 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,798

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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January 31, 2023 Filed Feb 2, 2023 22:34 UTC GrantCommon Stock 266 $37.49 $9,972.34
Disclosure

SEC source: 0001562180-23-000866 · primarydocument.xml · nonDerivative · entry 1

Munson Gillian · CIK 0001592494 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,554

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 Phreesia, Inc. 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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January 31, 2023 Filed Feb 2, 2023 22:33 UTC GrantCommon Stock 266 $37.49 $9,972.34
Disclosure

SEC source: 0001562180-23-000865 · primarydocument.xml · nonDerivative · entry 1

Goldstein Lainie · CIK 0001399513 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,380

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.

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January 30, 2023 Filed Jan 31, 2023 19:08 UTC
Davidoff Michael J.SVP, Payer Business
Exercise / conversionStock Option · Derivative 712 $0.00 Strike: $4.71 $0.00
Disclosure

SEC source: 0001562180-23-000766 · primarydocument.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 712 shares

Expires 2028-01-30

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.

F5 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof.

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January 30, 2023 Filed Jan 31, 2023 19:08 UTC
Davidoff Michael J.SVP, Payer Business
Exercise / conversionStock Option · Derivative 11,378 $0.00 Strike: $8.03 $0.00
Disclosure

SEC source: 0001562180-23-000766 · primarydocument.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 11,378 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.

F5 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof.

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January 30, 2023 Filed Jan 31, 2023 19:08 UTC
Davidoff Michael J.SVP, Payer Business
SaleCommon Stock 16,262 $36.26 $589,645.48
Disclosure

SEC source: 0001562180-23-000766 · primarydocument.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 108,749

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

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.14 to $36.52 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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January 30, 2023 Filed Jan 31, 2023 19:08 UTC
Davidoff Michael J.SVP, Payer Business
SaleCommon Stock 12,293 $35.89 $441,144.14
Disclosure

SEC source: 0001562180-23-000766 · primarydocument.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 125,011

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

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.14 to $36.13 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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January 30, 2023 Filed Jan 31, 2023 19:08 UTC
Davidoff Michael J.SVP, Payer Business
Exercise / conversionCommon Stock 712 $4.71 $3,353.52
Disclosure

SEC source: 0001562180-23-000766 · primarydocument.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 137,304

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.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted 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.