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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
November 06, 2022 Filed Nov 8, 2022 16:10 UTC
Rasmussen RandyChief Financial Officer
Tax withholdingCommon Stock 5,636 $24.34 $137,180.24
Disclosure

SEC source: 0001562180-22-007566 · primarydocument.xml · nonDerivative · entry 1

Rasmussen Randy · CIK 0001860230 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 125,868

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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November 02, 2022 Filed Nov 4, 2022 20:11 UTC
VanDuyn Amy BethSVP, Human Resources
SaleCommon Stock 400 $27.96 $11,185.00
Disclosure

SEC source: 0001562180-22-007510 · primarydocument.xml · nonDerivative · entry 3

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,427

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 $27.90 to $28.07 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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November 02, 2022 Filed Nov 4, 2022 20:11 UTC
VanDuyn Amy BethSVP, Human Resources
SaleCommon Stock 9,955 $27.14 $270,213.54
Disclosure

SEC source: 0001562180-22-007510 · primarydocument.xml · nonDerivative · entry 2

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,827

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 $26.89 to $27.86 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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November 02, 2022 Filed Nov 4, 2022 20:11 UTC
VanDuyn Amy BethSVP, Human Resources
SaleCommon Stock 8,986 $26.44 $237,559.29
Disclosure

SEC source: 0001562180-22-007510 · primarydocument.xml · nonDerivative · entry 1

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,782

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 $25.88 to $26.87 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
October 31, 2022 Filed Nov 2, 2022 21:06 UTC GrantCommon Stock 366 $27.32 $9,999.12
Disclosure

SEC source: 0001562180-22-007429 · primarydocument.xml · nonDerivative · entry 1

CAHILL EDWARD L · CIK 0001025665 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,532

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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October 31, 2022 Filed Nov 2, 2022 21:06 UTC GrantCommon Stock 366 $27.32 $9,999.12
Disclosure

SEC source: 0001562180-22-007430 · primarydocument.xml · nonDerivative · entry 1

Munson Gillian · CIK 0001592494 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,288

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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October 31, 2022 Filed Nov 2, 2022 21:06 UTC GrantCommon Stock 366 $27.32 $9,999.12
Disclosure

SEC source: 0001562180-22-007428 · primarydocument.xml · nonDerivative · entry 1

Goldstein Lainie · CIK 0001399513 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,114

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 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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October 18, 2022 Filed Oct 19, 2022 18:14 UTC
Davidoff Michael J.SVP, Payer Business
SaleCommon Stock 1,075 $25.26 $27,154.50
Disclosure

SEC source: 0001562180-22-007291 · primarydocument.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 106,114

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

Read SEC document
October 14, 2022 Filed Oct 18, 2022 16:06 UTC
Rasmussen RandyChief Financial Officer
Tax withholdingCommon Stock 1,219 $22.48 $27,403.12
Disclosure

SEC source: 0001562180-22-007227 · primarydocument.xml · nonDerivative · entry 1

Rasmussen Randy · CIK 0001860230 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 131,504

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
October 14, 2022 Filed Oct 18, 2022 16:06 UTC
Davidoff Michael J.SVP, Payer Business
Tax withholdingCommon Stock 1,123 $22.48 $25,245.04
Disclosure

SEC source: 0001562180-22-007229 · primarydocument.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 107,189

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
October 14, 2022 Filed Oct 18, 2022 20:08 UTC
Linetsky DavidSVP, Life Sciences
Tax withholdingCommon Stock 1,749 $22.48 $39,317.52
Disclosure

SEC source: 0001562180-22-007230 · primarydocument.xml · nonDerivative · entry 1

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 223,699

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
October 14, 2022 Filed Oct 18, 2022 20:09 UTC
Roberts EvanChief Operating Officer
Tax withholdingCommon Stock 2,140 $22.48 $48,107.20
Disclosure

SEC source: 0001562180-22-007233 · primarydocument.xml · nonDerivative · entry 1

Roberts Evan · CIK 0001776704 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 713,702

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
October 14, 2022 Filed Oct 18, 2022 20:08 UTC
Indig ChaimDirector · Chief Executive Officer
Tax withholdingCommon Stock 3,660 $22.48 $82,276.80
Disclosure

SEC source: 0001562180-22-007232 · primarydocument.xml · nonDerivative · entry 1

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,240,382

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
October 14, 2022 Filed Oct 18, 2022 20:08 UTC
Hoffman Allison CGeneral Counsel & Secretary
Tax withholdingCommon Stock 1,128 $22.48 $25,357.44
Disclosure

SEC source: 0001562180-22-007231 · primarydocument.xml · nonDerivative · entry 1

Hoffman Allison C · CIK 0001564521 · General Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 106,172

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
October 14, 2022 Filed Oct 18, 2022 20:06 UTC
VanDuyn Amy BethSVP, Human Resources
Tax withholdingCommon Stock 623 $22.48 $14,005.04
Disclosure

SEC source: 0001562180-22-007228 · primarydocument.xml · nonDerivative · entry 1

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 91,768

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
September 17, 2022 Filed Sep 20, 2022 22:36 UTC
Linetsky DavidSVP, Life Sciences
Tax withholdingCommon Stock 14 $27.70 $387.80
Disclosure

SEC source: 0001562180-22-006763 · primarydocument.xml · nonDerivative · entry 2

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: Not disclosed

Ownership: Indirect · By spouse

Disclosed balance after: 5,634

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.

Read SEC document
September 16, 2022 Filed Sep 19, 2022 16:39 UTC
Davidoff Michael J.SVP, Payer Business
SaleCommon Stock 1,296 $27.60 $35,772.71
Disclosure

SEC source: 0001562180-22-006731 · primarydocument.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 108,312

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 $27.48 to $27.79 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
September 16, 2022 Filed Sep 20, 2022 22:36 UTC
Linetsky DavidSVP, Life Sciences
Tax withholdingCommon Stock 35 $27.70 $969.50
Disclosure

SEC source: 0001562180-22-006763 · primarydocument.xml · nonDerivative · entry 1

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: Not disclosed

Ownership: Indirect · By spouse

Disclosed balance after: 5,648

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.

Read SEC document
September 15, 2022 Filed Sep 19, 2022 20:39 UTC
Hoffman Allison CGeneral Counsel & Secretary
SaleCommon Stock 1,290 $28.58 $36,865.88
Disclosure

SEC source: 0001562180-22-006730 · primarydocument.xml · nonDerivative · entry 1

Hoffman Allison C · CIK 0001564521 · General Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 107,300

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

Read SEC document
September 15, 2022 Filed May 9, 2025 20:24 UTC
Linetsky DavidSVP, Life Sciences
GrantCommon Stock 1,392 $28.72 $39,978.24
Disclosure

SEC source: 0001127602-25-013853 · form4.xml · nonDerivative · entry 1

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 9,792

F1 · kind: Represents restricted stock units ("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 vest 6.25% on each quarterly vesting date over four years, beginning on December 15, 2022. The transaction was not previously reported due to administrative oversight. Forms 4 filed after the transaction date understated the total common stock holdings of the Reporting Person's spouse by 1,392 shares.

F2 · balance_after: The total in Column 5 has been adjusted to correct (i) an overstatement of holdings by 116 shares first reflected in a Form 4 filed on September 14, 2022 and (ii) an overstatement of holdings by 236 shares first reflected in a Form 4 filed on April 12, 2023.

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September 12, 2022 Filed Sep 14, 2022 18:03 UTC
Rasmussen RandyChief Financial Officer
Tax withholdingCommon Stock 1,160 $29.19 $33,860.40
Disclosure

SEC source: 0001562180-22-006661 · primarydocument.xml · nonDerivative · entry 2

Rasmussen Randy · CIK 0001860230 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 132,723

F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of fully vested RSUs granted on September 12, 2022 and does not represent a sale by the Reporting Person.

Read SEC document
September 12, 2022 Filed Sep 14, 2022 18:03 UTC
Rasmussen RandyChief Financial Officer
GrantCommon Stock 3,178 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-22-006661 · primarydocument.xml · nonDerivative · entry 1

Rasmussen Randy · CIK 0001860230 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 133,883

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 first half of the fiscal year ending 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 $29.19, the closing price of the Issuer's common stock on September 12, 2022.

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 first half of the fiscal year ending 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 $29.19, the closing price of the Issuer's common stock on September 12, 2022.

Read SEC document
September 12, 2022 Filed Sep 14, 2022 18:03 UTC
Davidoff Michael J.SVP, Payer Business
Tax withholdingCommon Stock 1,353 $29.19 $39,494.07
Disclosure

SEC source: 0001562180-22-006662 · primarydocument.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 109,608

F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of fully vested RSUs granted on September 12, 2022 and does not represent a sale by the Reporting Person.

Read SEC document
September 12, 2022 Filed Sep 14, 2022 18:03 UTC
Davidoff Michael J.SVP, Payer Business
GrantCommon Stock 2,649 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-22-006662 · primarydocument.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 110,961

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 first half of the fiscal year ending 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 $29.19, the closing price of the Issuer's common stock on September 12, 2022.

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 first half of the fiscal year ending 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 $29.19, the closing price of the Issuer's common stock on September 12, 2022.

Read SEC document
September 12, 2022 Filed Sep 14, 2022 22:04 UTC
Linetsky DavidSVP, Life Sciences
Tax withholdingCommon Stock 626 $29.19 $18,272.94
Disclosure

SEC source: 0001562180-22-006665 · primarydocument.xml · nonDerivative · entry 2

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 225,448

F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of fully vested RSUs granted on September 12, 2022 and does not represent a sale by the Reporting Person.

Read SEC document
September 12, 2022 Filed Sep 14, 2022 22:04 UTC
Linetsky DavidSVP, Life Sciences
GrantCommon Stock 1,589 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-22-006665 · primarydocument.xml · nonDerivative · entry 1

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 226,074

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 first half of the fiscal year ending 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 $29.19, the closing price of the Issuer's common stock on September 12, 2022.

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 first half of the fiscal year ending 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 $29.19, the closing price of the Issuer's common stock on September 12, 2022.

Read SEC document
September 12, 2022 Filed Sep 14, 2022 22:04 UTC
Indig ChaimDirector · Chief Executive Officer
Tax withholdingCommon Stock 3,496 $29.19 $102,048.24
Disclosure

SEC source: 0001562180-22-006666 · primarydocument.xml · nonDerivative · entry 2

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,244,042

F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of fully vested RSUs granted on September 12, 2022 and does not represent a sale by the Reporting Person.

Read SEC document
September 12, 2022 Filed Sep 14, 2022 22:04 UTC
Indig ChaimDirector · Chief Executive Officer
GrantCommon Stock 5,457 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-22-006666 · primarydocument.xml · nonDerivative · entry 1

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,247,538

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 first half of the fiscal year ending 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 $29.19, the closing price of the Issuer's common stock on September 12, 2022. The shares underlying these 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 first half of the fiscal year ending 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 $29.19, the closing price of the Issuer's common stock on September 12, 2022. The shares underlying these 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
September 12, 2022 Filed Sep 14, 2022 22:04 UTC
VanDuyn Amy BethSVP, Human Resources
Tax withholdingCommon Stock 822 $29.19 $23,994.18
Disclosure

SEC source: 0001562180-22-006664 · primarydocument.xml · nonDerivative · entry 2

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 92,391

F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of fully vested RSUs granted on September 12, 2022 and does not represent a sale by the Reporting Person.

Read SEC document
September 12, 2022 Filed Sep 14, 2022 22:04 UTC
VanDuyn Amy BethSVP, Human Resources
GrantCommon Stock 1,854 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-22-006664 · primarydocument.xml · nonDerivative · entry 1

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 93,213

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 first half of the fiscal year ending 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 $29.19, the closing price of the Issuer's common stock on September 12, 2022.

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 first half of the fiscal year ending 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 $29.19, the closing price of the Issuer's common stock on September 12, 2022.

Read SEC document
September 12, 2022 Filed Sep 14, 2022 22:04 UTC
Roberts EvanChief Operating Officer
Tax withholdingCommon Stock 2,036 $29.19 $59,430.84
Disclosure

SEC source: 0001562180-22-006663 · primarydocument.xml · nonDerivative · entry 2

Roberts Evan · CIK 0001776704 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 715,842

F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of fully vested RSUs granted on September 12, 2022 and does not represent a sale by the Reporting Person.

Read SEC document
September 12, 2022 Filed Sep 14, 2022 22:04 UTC
Roberts EvanChief Operating Officer
GrantCommon Stock 3,178 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-22-006663 · primarydocument.xml · nonDerivative · entry 1

Roberts Evan · CIK 0001776704 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 717,878

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 first half of the fiscal year ending 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 $29.19, the closing price of the Issuer's common stock on September 12, 2022. The shares underlying these 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 first half of the fiscal year ending 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 $29.19, the closing price of the Issuer's common stock on September 12, 2022. The shares underlying these 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).

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September 12, 2022 Filed Sep 14, 2022 22:03 UTC
Hoffman Allison CGeneral Counsel & Secretary
Tax withholdingCommon Stock 1,359 $29.19 $39,669.21
Disclosure

SEC source: 0001562180-22-006660 · primarydocument.xml · nonDerivative · entry 2

Hoffman Allison C · CIK 0001564521 · General Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 108,590

F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of fully vested RSUs granted on September 12, 2022 and does not represent a sale by the Reporting Person.

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September 12, 2022 Filed Sep 14, 2022 22:03 UTC
Hoffman Allison CGeneral Counsel & Secretary
GrantCommon Stock 2,649 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-22-006660 · primarydocument.xml · nonDerivative · entry 1

Hoffman Allison C · CIK 0001564521 · General Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 109,949

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 first half of the fiscal year ending 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 $29.19, the closing price of the Issuer's common stock on September 12, 2022.

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 first half of the fiscal year ending 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 $29.19, the closing price of the Issuer's common stock on September 12, 2022.

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August 24, 2022 Filed Aug 25, 2022 20:27 UTC
Hoffman Allison CGeneral Counsel & Secretary
Tax withholdingCommon Stock 6,916 $23.85 $164,946.60
Disclosure

SEC source: 0001562180-22-006318 · primarydocument.xml · nonDerivative · entry 1

Hoffman Allison C · CIK 0001564521 · General Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 107,300

F1 · kind: 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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July 29, 2022 Filed Aug 2, 2022 20:15 UTC GrantCommon Stock 372 $23.49 $8,738.28
Disclosure

SEC source: 0001562180-22-005815 · primarydocument.xml · nonDerivative · entry 1

CAHILL EDWARD L · CIK 0001025665 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,166

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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July 29, 2022 Filed Aug 2, 2022 20:16 UTC GrantCommon Stock 372 $23.49 $8,738.28
Disclosure

SEC source: 0001562180-22-005816 · primarydocument.xml · nonDerivative · entry 1

Goldstein Lainie · CIK 0001399513 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,748

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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July 29, 2022 Filed Aug 2, 2022 20:16 UTC GrantCommon Stock 372 $23.49 $8,738.28
Disclosure

SEC source: 0001562180-22-005817 · primarydocument.xml · nonDerivative · entry 1

Munson Gillian · CIK 0001592494 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,922

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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July 21, 2022 Filed Jul 25, 2022 16:11 UTC
Davidoff Michael J.SVP, Payer Business
SaleCommon Stock 1,404 $25.00 $35,100.00
Disclosure

SEC source: 0001562180-22-005741 · primarydocument.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 108,312

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

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July 14, 2022 Filed Jul 15, 2022 16:19 UTC
Rasmussen RandyChief Financial Officer
Tax withholdingCommon Stock 1,219 $22.35 $27,244.65
Disclosure

SEC source: 0001562180-22-005682 · primarydocument.xml · nonDerivative · entry 1

Rasmussen Randy · CIK 0001860230 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 130,705

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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July 14, 2022 Filed Jul 15, 2022 16:14 UTC
Davidoff Michael J.SVP, Payer Business
Tax withholdingCommon Stock 793 $22.35 $17,723.55
Disclosure

SEC source: 0001562180-22-005676 · primarydocument.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 109,716

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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July 14, 2022 Filed Jul 15, 2022 20:15 UTC
Linetsky DavidSVP, Life Sciences
Tax withholdingCommon Stock 1,315 $22.35 $29,390.25
Disclosure

SEC source: 0001562180-22-005678 · primarydocument.xml · nonDerivative · entry 1

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 224,485

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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July 14, 2022 Filed Jul 15, 2022 20:17 UTC
Indig ChaimDirector · Chief Executive Officer
Tax withholdingCommon Stock 3,660 $22.35 $81,801.00
Disclosure

SEC source: 0001562180-22-005680 · primarydocument.xml · nonDerivative · entry 1

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,242,081

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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July 14, 2022 Filed Jul 15, 2022 20:15 UTC
Roberts EvanChief Operating Officer
Tax withholdingCommon Stock 2,140 $22.35 $47,829.00
Disclosure

SEC source: 0001562180-22-005679 · primarydocument.xml · nonDerivative · entry 1

Roberts Evan · CIK 0001776704 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 714,700

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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July 14, 2022 Filed Jul 15, 2022 20:14 UTC
Hoffman Allison CGeneral Counsel & Secretary
Tax withholdingCommon Stock 1,128 $22.35 $25,210.80
Disclosure

SEC source: 0001562180-22-005677 · primarydocument.xml · nonDerivative · entry 1

Hoffman Allison C · CIK 0001564521 · General Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 114,216

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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July 14, 2022 Filed Jul 15, 2022 20:13 UTC
VanDuyn Amy BethSVP, Human Resources
Tax withholdingCommon Stock 624 $22.35 $13,946.40
Disclosure

SEC source: 0001562180-22-005675 · primarydocument.xml · nonDerivative · entry 1

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 91,359

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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July 11, 2022 Filed Jul 13, 2022 20:08 UTC SaleCommon Stock 1,384 $25.92 $35,872.03
Disclosure

SEC source: 0001562180-22-005659 · primarydocument.xml · nonDerivative · entry 2

Munson Gillian · CIK 0001592494 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,550

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 $25.70 to $26.06 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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July 11, 2022 Filed Jul 13, 2022 20:08 UTC SaleCommon Stock 1,221 $25.21 $30,783.73
Disclosure

SEC source: 0001562180-22-005659 · primarydocument.xml · nonDerivative · entry 1

Munson Gillian · CIK 0001592494 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,934

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 $24.70 to $25.69 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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July 07, 2022 Filed Jul 11, 2022 20:23 UTC
VanDuyn Amy BethSVP, Human Resources
Exercise / conversionStock Option (Right to Buy) · Derivative 20,000 $0.00 Strike: $0.84 $0.00
Disclosure

SEC source: 0001562180-22-005638 · primarydocument.xml · derivative · entry 2

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,387

Underlying: Common Stock · 20,000 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.

F1 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof.

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July 07, 2022 Filed Jul 11, 2022 20:23 UTC
VanDuyn Amy BethSVP, Human Resources
Exercise / conversionCommon Stock 20,000 $0.84 $16,800.00
Disclosure

SEC source: 0001562180-22-005638 · primarydocument.xml · nonDerivative · entry 1

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 91,983

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