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PHR

Phreesia, Inc.

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Tapewire entity
2606
SEC CIK
0001412408
Parsed reports
753

Last 12 months

Inside the activity.

6 purchase rows · 37 sale rows

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

Latest available

Insider transactions

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 06, 2021 Filed Aug 9, 2021 20:08 UTC
Indig ChaimDirector · Chief Executive Officer
SaleCommon Stock 1,660 $70.53 $117,084.12
Disclosure

SEC source: 0001562180-21-005230 · primarydocument.xml · nonDerivative · entry 4

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,248,535

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 $70.20 to $70.80 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.

F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
August 06, 2021 Filed Aug 9, 2021 20:08 UTC
Indig ChaimDirector · Chief Executive Officer
Exercise / conversionCommon Stock 1,660 $4.71 $7,818.60
Disclosure

SEC source: 0001562180-21-005230 · primarydocument.xml · nonDerivative · entry 3

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,250,195

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.

F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
August 05, 2021 Filed Aug 9, 2021 16:08 UTC Exercise / conversionStock Options (Right to buy) · Derivative 8,236 $0.00 Strike: $2.03 $0.00
Disclosure

SEC source: 0001562180-21-005231 · primarydocument.xml · derivative · entry 3

Weintraub Michael · CIK 0001776800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,163

Underlying: Common Stock · 8,236 shares

Expires 2024-12-18

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.

F4 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof.

Read SEC document
August 05, 2021 Filed Aug 9, 2021 16:08 UTC SaleCommon Stock 8,236 $70.13 $577,551.97
Disclosure

SEC source: 0001562180-21-005231 · primarydocument.xml · nonDerivative · entry 2

Weintraub Michael · CIK 0001776800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 167,089

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 $70.00 to $70.395 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.

F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
August 05, 2021 Filed Aug 9, 2021 16:08 UTC Exercise / conversionCommon Stock 8,236 $2.03 $16,719.08
Disclosure

SEC source: 0001562180-21-005231 · primarydocument.xml · nonDerivative · entry 1

Weintraub Michael · CIK 0001776800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 175,325

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.

F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
August 05, 2021 Filed Aug 9, 2021 20:08 UTC
VanDuyn Amy BethSVP, Human Resources
SaleCommon Stock 1,012 $70.60 $71,442.14
Disclosure

SEC source: 0001562180-21-005232 · primarydocument.xml · nonDerivative · entry 3

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,424

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

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.34 to $70.77 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.

F3 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
August 05, 2021 Filed Aug 9, 2021 20:08 UTC
VanDuyn Amy BethSVP, Human Resources
SaleCommon Stock 2,325 $69.83 $162,360.10
Disclosure

SEC source: 0001562180-21-005232 · primarydocument.xml · nonDerivative · entry 2

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,436

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 $69.21 to $70.14 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.

F3 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
August 05, 2021 Filed Aug 9, 2021 20:08 UTC
VanDuyn Amy BethSVP, Human Resources
SaleCommon Stock 1,936 $68.74 $133,074.44
Disclosure

SEC source: 0001562180-21-005232 · primarydocument.xml · nonDerivative · entry 1

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,761

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 $68.16 to $69.12 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.

F3 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
August 05, 2021 Filed Aug 9, 2021 20:08 UTC
Indig ChaimDirector · Chief Executive Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 28,120 $0.00 Strike: $4.71 $0.00
Disclosure

SEC source: 0001562180-21-005230 · primarydocument.xml · derivative · entry 5

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 183,372

Underlying: Common Stock · 28,120 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.

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

F5 · derivative.exercise_date: 25% of this option vested and became exercisable on January 31, 2019, with the remainder vesting in thirty-six (36) equal monthly installments thereafter.

Read SEC document
August 05, 2021 Filed Aug 9, 2021 20:08 UTC
Indig ChaimDirector · Chief Executive Officer
SaleCommon Stock 28,120 $70.27 $1,976,006.46
Disclosure

SEC source: 0001562180-21-005230 · primarydocument.xml · nonDerivative · entry 2

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,248,535

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 $70.00 to $70.79 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.

F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
August 05, 2021 Filed Aug 9, 2021 20:08 UTC
Indig ChaimDirector · Chief Executive Officer
Exercise / conversionCommon Stock 28,120 $4.71 $132,445.20
Disclosure

SEC source: 0001562180-21-005230 · primarydocument.xml · nonDerivative · entry 1

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,276,655

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.

F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
July 30, 2021 Filed Aug 2, 2021 16:03 UTC Exercise / conversionStock Options (Right to buy) · Derivative 10 $0.00 Strike: $2.03 $0.00
Disclosure

SEC source: 0001562180-21-005102 · primarydocument.xml · derivative · entry 6

Weintraub Michael · CIK 0001776800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,399

Underlying: Common Stock · 10 shares

Expires 2024-12-18

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.

F4 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof.

Read SEC document
July 30, 2021 Filed Aug 2, 2021 16:03 UTC SaleCommon Stock 10 $70.00 $700.00
Disclosure

SEC source: 0001562180-21-005102 · primarydocument.xml · nonDerivative · entry 4

Weintraub Michael · CIK 0001776800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 167,089

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

F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
July 30, 2021 Filed Aug 2, 2021 16:03 UTC Exercise / conversionCommon Stock 10 $2.03 $20.30
Disclosure

SEC source: 0001562180-21-005102 · primarydocument.xml · nonDerivative · entry 3

Weintraub Michael · CIK 0001776800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 167,099

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.

F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
July 30, 2021 Filed Aug 2, 2021 20:05 UTC
Indig ChaimDirector · Chief Executive Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 102 $0.00 Strike: $4.71 $0.00
Disclosure

SEC source: 0001562180-21-005103 · primarydocument.xml · derivative · entry 8

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 211,492

Underlying: Common Stock · 102 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.

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

F6 · derivative.exercise_date: 25% of this option vested and became exercisable on January 31, 2019, with the remainder vesting in thirty-six (36) equal monthly installments thereafter.

Read SEC document
July 30, 2021 Filed Aug 2, 2021 20:05 UTC
Indig ChaimDirector · Chief Executive Officer
SaleCommon Stock 102 $70.00 $7,140.10
Disclosure

SEC source: 0001562180-21-005103 · primarydocument.xml · nonDerivative · entry 5

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,248,535

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 $70.00 to $70.05 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.

F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
July 30, 2021 Filed Aug 2, 2021 20:05 UTC
Indig ChaimDirector · Chief Executive Officer
Exercise / conversionCommon Stock 102 $4.71 $480.42
Disclosure

SEC source: 0001562180-21-005103 · primarydocument.xml · nonDerivative · entry 4

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,248,637

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.

F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
July 30, 2021 Filed Nov 2, 2021 22:37 UTC GrantCommon Stock 128 $68.35 $8,748.80
Disclosure

SEC source: 0001562180-21-006770 · primarydocument.xml · nonDerivative · entry 1

CAHILL EDWARD L · CIK 0001025665 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,611

F1 · shares: Granted as a result of director's election to receive deferred stock units in lieu of an annual cash retainer pursuant to the Issuer's Non-Employee Director Deferred Compensation Program. 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 deferred stock units.

F2 · balance_after: These shares represent restricted stock units.

Read SEC document
July 30, 2021 Filed Nov 2, 2021 22:37 UTC GrantCommon Stock 128 $68.35 $8,748.80
Disclosure

SEC source: 0001562180-21-006771 · primarydocument.xml · nonDerivative · entry 1

Goldstein Lainie · CIK 0001399513 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,193

F1 · shares: Granted as a result of director's election to receive deferred stock units in lieu of an annual cash retainer pursuant to Phreesia, Inc.'s Non-Employee Director Deferred Compensation Program. 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 fo Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder.

F2 · balance_after: These shares represent restricted stock units.

Read SEC document
July 29, 2021 Filed Aug 2, 2021 16:03 UTC Exercise / conversionStock Options (Right to buy) · Derivative 1,754 $0.00 Strike: $2.03 $0.00
Disclosure

SEC source: 0001562180-21-005102 · primarydocument.xml · derivative · entry 5

Weintraub Michael · CIK 0001776800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,409

Underlying: Common Stock · 1,754 shares

Expires 2024-12-18

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.

F4 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof.

Read SEC document
July 29, 2021 Filed Aug 2, 2021 16:03 UTC SaleCommon Stock 1,754 $70.02 $122,821.04
Disclosure

SEC source: 0001562180-21-005102 · primarydocument.xml · nonDerivative · entry 2

Weintraub Michael · CIK 0001776800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 167,089

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 $70.00 to $70.10 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.

F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
July 29, 2021 Filed Aug 2, 2021 16:03 UTC Exercise / conversionCommon Stock 1,754 $2.03 $3,560.62
Disclosure

SEC source: 0001562180-21-005102 · primarydocument.xml · nonDerivative · entry 1

Weintraub Michael · CIK 0001776800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 168,843

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.

F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
July 29, 2021 Filed Aug 2, 2021 20:05 UTC
Indig ChaimDirector · Chief Executive Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 1,064 $0.00 Strike: $4.71 $0.00
Disclosure

SEC source: 0001562180-21-005103 · primarydocument.xml · derivative · entry 7

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 211,594

Underlying: Common Stock · 1,064 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.

F6 · derivative.exercise_date: 25% of this option vested and became exercisable on January 31, 2019, with the remainder vesting in thirty-six (36) equal monthly installments thereafter.

Read SEC document
July 29, 2021 Filed Aug 2, 2021 20:05 UTC
Indig ChaimDirector · Chief Executive Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 5,715 $0.00 Strike: $2.03 $0.00
Disclosure

SEC source: 0001562180-21-005103 · primarydocument.xml · derivative · entry 6

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 134,277

Underlying: Common Stock · 5,715 shares

Expires 2024-12-18

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.

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

Read SEC document
July 29, 2021 Filed Aug 2, 2021 20:05 UTC
Indig ChaimDirector · Chief Executive Officer
SaleCommon Stock 6,779 $70.03 $474,729.30
Disclosure

SEC source: 0001562180-21-005103 · primarydocument.xml · nonDerivative · entry 3

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,248,535

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 $70.00 to $70.13 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.

F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
July 29, 2021 Filed Aug 2, 2021 20:05 UTC
Indig ChaimDirector · Chief Executive Officer
Exercise / conversionCommon Stock 1,064 $4.71 $5,011.44
Disclosure

SEC source: 0001562180-21-005103 · primarydocument.xml · nonDerivative · entry 2

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,255,314

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.

F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
July 29, 2021 Filed Aug 2, 2021 20:05 UTC
Indig ChaimDirector · Chief Executive Officer
Exercise / conversionCommon Stock 5,715 $2.03 $11,601.45
Disclosure

SEC source: 0001562180-21-005103 · primarydocument.xml · nonDerivative · entry 1

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,254,250

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.

F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
July 21, 2021 Filed Jul 22, 2021 16:49 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 2,500 $0.00 Strike: $2.03 $0.00
Disclosure

SEC source: 0001562180-21-005034 · primarydocument.xml · derivative · entry 6

Weintraub Michael · CIK 0001776800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,163

Underlying: Common Stock · 2,500 shares

Expires 2024-12-18

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.

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

Read SEC document
July 21, 2021 Filed Jul 22, 2021 16:49 UTC SaleCommon Stock 2,500 $65.15 $162,867.00
Disclosure

SEC source: 0001562180-21-005034 · primarydocument.xml · nonDerivative · entry 4

Weintraub Michael · CIK 0001776800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 167,089

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 $65.00 to $65.415 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.

F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
July 21, 2021 Filed Jul 22, 2021 16:49 UTC Exercise / conversionCommon Stock 2,500 $2.03 $5,075.00
Disclosure

SEC source: 0001562180-21-005034 · primarydocument.xml · nonDerivative · entry 3

Weintraub Michael · CIK 0001776800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 169,589

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.

F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
July 20, 2021 Filed Jul 22, 2021 16:49 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 7,500 $0.00 Strike: $2.03 $0.00
Disclosure

SEC source: 0001562180-21-005034 · primarydocument.xml · derivative · entry 5

Weintraub Michael · CIK 0001776800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,663

Underlying: Common Stock · 7,500 shares

Expires 2024-12-18

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.

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

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July 20, 2021 Filed Jul 22, 2021 16:49 UTC SaleCommon Stock 7,500 $65.08 $488,136.75
Disclosure

SEC source: 0001562180-21-005034 · primarydocument.xml · nonDerivative · entry 2

Weintraub Michael · CIK 0001776800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 167,089

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 $65.00 to $65.31 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.

F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

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July 20, 2021 Filed Jul 22, 2021 16:49 UTC Exercise / conversionCommon Stock 7,500 $2.03 $15,225.00
Disclosure

SEC source: 0001562180-21-005034 · primarydocument.xml · nonDerivative · entry 1

Weintraub Michael · CIK 0001776800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 174,589

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.

F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

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July 16, 2021 Filed Jul 20, 2021 18:12 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 20,000 $0.00 Strike: $2.03 $0.00
Disclosure

SEC source: 0001562180-21-005019 · primarydocument.xml · derivative · entry 4

Weintraub Michael · CIK 0001776800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,163

Underlying: Common Stock · 20,000 shares

Expires 2024-12-18

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.

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

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July 16, 2021 Filed Jul 20, 2021 18:12 UTC SaleCommon Stock 6,675 $64.26 $428,930.16
Disclosure

SEC source: 0001562180-21-005019 · primarydocument.xml · nonDerivative · entry 3

Weintraub Michael · CIK 0001776800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 167,089

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 $63.92 to $64.49 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.

F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

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July 16, 2021 Filed Jul 20, 2021 18:12 UTC SaleCommon Stock 13,325 $63.51 $846,272.08
Disclosure

SEC source: 0001562180-21-005019 · primarydocument.xml · nonDerivative · entry 2

Weintraub Michael · CIK 0001776800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 173,764

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 $62.90 to $63.89 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.

F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

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July 16, 2021 Filed Jul 20, 2021 18:12 UTC Exercise / conversionCommon Stock 20,000 $2.03 $40,600.00
Disclosure

SEC source: 0001562180-21-005019 · primarydocument.xml · nonDerivative · entry 1

Weintraub Michael · CIK 0001776800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 187,089

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.

F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

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July 08, 2021 Filed Jul 12, 2021 20:26 UTC GrantCommon Stock 2,605 $0.00 $0.00
Disclosure

SEC source: 0001562180-21-004889 · primarydocument.xml · nonDerivative · entry 1

CAHILL EDWARD L · CIK 0001025665 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,483

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) July 8, 2022, and (ii) the next annual meeting of the Issuer's stockholders.

F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of the Issuer's common stock.

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July 08, 2021 Filed Jul 12, 2021 16:29 UTC GrantCommon Stock 2,605 $0.00 $0.00
Disclosure

SEC source: 0001562180-21-004893 · primarydocument.xml · nonDerivative · entry 1

Weintraub Michael · CIK 0001776800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 167,089

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) July 8, 2022, and (ii) the next annual meeting of the Issuer's stockholders.

F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of the Issuer's common stock.

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July 08, 2021 Filed Jul 12, 2021 20:28 UTC
Pegus CherylDirector
GrantCommon Stock 2,605 $0.00 $0.00
Disclosure

SEC source: 0001562180-21-004892 · primarydocument.xml · nonDerivative · entry 1

Pegus Cheryl · CIK 0001572448 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,825

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) July 8, 2022, and (ii) the next annual meeting of the Issuer's stockholders.

F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of the Issuer's common stock.

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July 08, 2021 Filed Jul 12, 2021 20:30 UTC GrantCommon Stock 2,605 $0.00 $0.00
Disclosure

SEC source: 0001562180-21-004894 · primarydocument.xml · nonDerivative · entry 1

Smith Mark Douglas · CIK 0001756253 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,715

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) July 8, 2022, and (ii) the next annual meeting of the Issuer's stockholders. Director has elected to defer this grant pursuant to Phreesia, Inc.'s Non-Employee Director Deferred Compensation Program. Director shall receive underlying common stock on the earlier of (i) 90 days after Director ceases to serve as a member of the Board of Directors of the Issuer and incurs a "separation from service" within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder or (ii) five years from the date of grant of the deferred RSUs.

F2 · balance_after: This amount includes RSUs. Each RSU represents the contingent right to receive one share of the Issuer's common stock.

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July 08, 2021 Filed Jul 12, 2021 20:27 UTC SaleCommon Stock 800 $64.01 $51,210.00
Disclosure

SEC source: 0001562180-21-004891 · primarydocument.xml · nonDerivative · entry 3

Munson Gillian · CIK 0001592494 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,931

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

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.51 to $64.31 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.

F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of the Issuer's common stock.

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July 08, 2021 Filed Jul 12, 2021 20:27 UTC SaleCommon Stock 2,255 $62.90 $141,833.86
Disclosure

SEC source: 0001562180-21-004891 · primarydocument.xml · nonDerivative · entry 2

Munson Gillian · CIK 0001592494 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,731

F3 · 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 $62.38 to $63.36 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.

F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of the Issuer's common stock.

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July 08, 2021 Filed Jul 12, 2021 20:27 UTC GrantCommon Stock 2,605 $0.00 $0.00
Disclosure

SEC source: 0001562180-21-004891 · primarydocument.xml · nonDerivative · entry 1

Munson Gillian · CIK 0001592494 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,986

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) July 8, 2022, and (ii) the next annual meeting of the Issuer's stockholders.

F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
July 08, 2021 Filed Jul 12, 2021 20:27 UTC GrantCommon Stock 2,605 $0.00 $0.00
Disclosure

SEC source: 0001562180-21-004890 · primarydocument.xml · nonDerivative · entry 1

Goldstein Lainie · CIK 0001399513 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,065

F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) July 8, 2022, and (ii) the next annual meeting of the Issuer's stockholders. Director has elected to defer this grant pursuant to Phreesia, Inc.'s Non-Employee Director Deferred Compensation Program. Director shall receive underlying common stock 90 days after Director ceases to serve as a member of the Board of Directors of the Issuer and incurs a "separation from service" within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder.

F2 · balance_after: These shares represent RSUs.

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June 28, 2021 Filed Jun 30, 2021 20:34 UTC
Roberts EvanChief Operating Officer
SaleCommon Stock 32,075 $60.38 $1,936,755.86
Disclosure

SEC source: 0001562180-21-004588 · primarydocument.xml · nonDerivative · entry 1

Roberts Evan · CIK 0001776704 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 553,108

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 $60.00 to $60.79 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.

F3 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

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June 25, 2021 Filed Jun 28, 2021 20:03 UTC
Roberts EvanChief Operating Officer
SaleCommon Stock 1,834 $60.09 $110,210.20
Disclosure

SEC source: 0001562180-21-004515 · primarydocument.xml · nonDerivative · entry 2

Roberts Evan · CIK 0001776704 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 585,183

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 $60.00 to $60.36 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.

F3 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

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June 24, 2021 Filed Jun 25, 2021 22:00 UTC SaleCommon Stock 5,000 $60.03 $300,149.00
Disclosure

SEC source: 0001562180-21-004507 · primarydocument.xml · nonDerivative · entry 1

CAHILL EDWARD L · CIK 0001025665 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,878

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.00 to $60.11 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.

F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

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June 24, 2021 Filed Jun 28, 2021 20:03 UTC
Roberts EvanChief Operating Officer
SaleCommon Stock 21,091 $60.05 $1,266,499.79
Disclosure

SEC source: 0001562180-21-004515 · primarydocument.xml · nonDerivative · entry 1

Roberts Evan · CIK 0001776704 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 587,017

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 $60.00 to $60.35 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.

F3 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

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June 15, 2021 Filed Jun 16, 2021 20:17 UTC
Roberts EvanChief Operating Officer
SaleCommon Stock 3,514 $56.65 $199,076.18
Disclosure

SEC source: 0001562180-21-004297 · primarydocument.xml · nonDerivative · entry 2

Roberts Evan · CIK 0001776704 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 608,108

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 $56.36 to $56.98 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.

F3 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock.

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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.