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NYSE · USD

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
January 04, 2021 Filed Jan 7, 2021 01:34 UTC SaleCommon Stock 2,911 $52.07 $151,566.75
Disclosure

SEC source: 0000899243-21-000766 · doc4.xml · nonDerivative · entry 2

Smith Mark Douglas · CIK 0001756253 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,199

F1 · kind: This transaction was effected pursuant to a 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 $51.60 to $52.56 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: This amount includes Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's common stock.

Read SEC document
January 04, 2021 Filed Jan 7, 2021 01:34 UTC Exercise / conversionCommon Stock 6,000 $4.71 $28,260.00
Disclosure

SEC source: 0000899243-21-000766 · doc4.xml · nonDerivative · entry 1

Smith Mark Douglas · CIK 0001756253 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,110

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 10b5-1 trading plan adopted by the Reporting Person.

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

Read SEC document
January 04, 2021 Filed Jan 7, 2021 01:32 UTC
VanDuyn Amy BethSVP, Human Resources
Exercise / conversionStock Option (Right to Buy) · Derivative 500 $0.00 Strike: $0.84 $0.00
Disclosure

SEC source: 0000899243-21-000765 · doc4.xml · derivative · entry 3

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,704

Underlying: Common Stock · 500 shares

Expires 2023-04-02

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.

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

Read SEC document
January 04, 2021 Filed Jan 7, 2021 01:32 UTC
VanDuyn Amy BethSVP, Human Resources
SaleCommon Stock 500 $54.26 $27,128.00
Disclosure

SEC source: 0000899243-21-000765 · doc4.xml · nonDerivative · entry 2

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,267

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 $54.21 to $54.28 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.

Read SEC document
January 04, 2021 Filed Jan 7, 2021 01:32 UTC
VanDuyn Amy BethSVP, Human Resources
Exercise / conversionCommon Stock 500 $0.84 $420.00
Disclosure

SEC source: 0000899243-21-000765 · doc4.xml · nonDerivative · entry 1

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,767

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 RSUs. Each RSU represents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
December 24, 2020 Filed Dec 28, 2020 22:12 UTC SaleCommon Stock 24,370 $57.22 $1,394,480.64
Disclosure

SEC source: 0000899243-20-035216 · doc4.xml · nonDerivative · entry 1

CAHILL EDWARD L · CIK 0001025665 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,709

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.03 to $57.6950, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (1) to this Form 4.

Read SEC document
December 18, 2020 Filed Mar 17, 2025 20:29 UTC
VanDuyn Amy BethSVP, Human Resources
Exercise / conversionStock Option (Right to Buy) · Derivative 13,653 $0.00 Strike: $0.82 $0.00
Disclosure

SEC source: 0001127602-25-009688 · form5.xml · derivative · entry 2

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 13,653 shares

Expires 2021-04-11

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: Reflects an option exercise that was not previously reported due to a vendor administrative oversight. Forms 4 filed after the date of exercise underreported total common stock holdings by 13,653 shares.

F2 · derivative.exercise_date: This option was fully vested and exercisable as of the date of the reported transaction.

Read SEC document
December 18, 2020 Filed Mar 17, 2025 20:29 UTC
VanDuyn Amy BethSVP, Human Resources
Exercise / conversionCommon Stock 13,653 $0.82 $11,195.46
Disclosure

SEC source: 0001127602-25-009688 · form5.xml · nonDerivative · entry 1

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,387

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: Reflects an option exercise that was not previously reported due to a vendor administrative oversight. Forms 4 filed after the date of exercise underreported total common stock holdings by 13,653 shares.

Read SEC document
December 17, 2020 Filed Dec 18, 2020 22:14 UTC
Pegus CherylDirector
SaleCommon Stock 8,415 $56.15 $472,492.15
Disclosure

SEC source: 0000899243-20-034496 · doc4.xml · nonDerivative · entry 3

Pegus Cheryl · CIK 0001572448 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,775

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.80 to $56.655 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.

F1 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU respesents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
December 16, 2020 Filed Dec 18, 2020 22:14 UTC
Pegus CherylDirector
Exercise / conversionStock Option (Right to Buy) · Derivative 20,764 $0.00 Strike: $11.89 $0.00
Disclosure

SEC source: 0000899243-20-034496 · doc4.xml · derivative · entry 4

Pegus Cheryl · CIK 0001572448 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,332

Underlying: Common Stock · 20,764 shares

Expires 2029-06-19

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.

F4 · derivative.exercise_date: 50% of this option vested and became exercisable on May 23, 2020, with the remainder vesting in three substantially equal installments thereafter.

Read SEC document
December 16, 2020 Filed Dec 18, 2020 22:14 UTC
Pegus CherylDirector
SaleCommon Stock 22,732 $55.83 $1,269,088.92
Disclosure

SEC source: 0000899243-20-034496 · doc4.xml · nonDerivative · entry 2

Pegus Cheryl · CIK 0001572448 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,190

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.75 to $56.18 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU respesents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
December 16, 2020 Filed Dec 18, 2020 22:14 UTC
Pegus CherylDirector
Exercise / conversionCommon Stock 20,764 $11.89 $246,883.96
Disclosure

SEC source: 0000899243-20-034496 · doc4.xml · nonDerivative · entry 1

Pegus Cheryl · CIK 0001572448 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,922

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

Read SEC document
October 23, 2020 Filed Oct 26, 2020 21:55 UTC
Altier ThomasChief Financial Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 8,669 $0.00 Strike: $0.84 $0.00
Disclosure

SEC source: 0000899243-20-029262 · doc4.xml · derivative · entry 6

Altier Thomas · CIK 0001777448 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,879

Underlying: Common Stock · 8,669 shares

Expires 2023-04-02

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

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

Read SEC document
October 23, 2020 Filed Oct 26, 2020 21:55 UTC
Altier ThomasChief Financial Officer
SaleCommon Stock 8,669 $38.21 $331,206.95
Disclosure

SEC source: 0000899243-20-029262 · doc4.xml · nonDerivative · entry 4

Altier Thomas · CIK 0001777448 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 160,491

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 $37.61 to $38.60 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 respesents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
October 23, 2020 Filed Oct 26, 2020 21:55 UTC
Altier ThomasChief Financial Officer
Exercise / conversionCommon Stock 8,669 $0.84 $7,281.96
Disclosure

SEC source: 0000899243-20-029262 · doc4.xml · nonDerivative · entry 3

Altier Thomas · CIK 0001777448 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 169,160

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 respesents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
October 22, 2020 Filed Oct 26, 2020 21:55 UTC
Altier ThomasChief Financial Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 86,237 $0.00 Strike: $0.84 $0.00
Disclosure

SEC source: 0000899243-20-029262 · doc4.xml · derivative · entry 5

Altier Thomas · CIK 0001777448 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,548

Underlying: Common Stock · 86,237 shares

Expires 2023-04-02

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

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

Read SEC document
October 22, 2020 Filed Oct 26, 2020 21:55 UTC
Altier ThomasChief Financial Officer
SaleCommon Stock 86,237 $37.65 $3,246,547.09
Disclosure

SEC source: 0000899243-20-029262 · doc4.xml · nonDerivative · entry 2

Altier Thomas · CIK 0001777448 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 160,491

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 $37.50 to $37.98 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.

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

Read SEC document
October 22, 2020 Filed Oct 26, 2020 21:55 UTC
Altier ThomasChief Financial Officer
Exercise / conversionCommon Stock 86,237 $0.84 $72,439.08
Disclosure

SEC source: 0000899243-20-029262 · doc4.xml · nonDerivative · entry 1

Altier Thomas · CIK 0001777448 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 246,728

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 respesents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
October 21, 2020 Filed Nov 2, 2021 22:36 UTC
VanDuyn Amy BethSVP, Human Resources
Exercise / conversionStock Option (Right to Buy) · Derivative 9,281 $0.00 Strike: $2.03 $0.00
Disclosure

SEC source: 0001562180-21-006769 · primarydocument.xml · derivative · entry 3

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 9,281 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.

F3 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof.

Read SEC document
October 21, 2020 Filed Nov 2, 2021 22:36 UTC
VanDuyn Amy BethSVP, Human Resources
SaleCommon Stock 10,834 $35.00 $379,190.00
Disclosure

SEC source: 0001562180-21-006769 · primarydocument.xml · nonDerivative · entry 2

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,871

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
October 21, 2020 Filed Nov 2, 2021 22:36 UTC
VanDuyn Amy BethSVP, Human Resources
Exercise / conversionCommon Stock 9,281 $2.03 $18,840.43
Disclosure

SEC source: 0001562180-21-006769 · primarydocument.xml · nonDerivative · entry 1

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 61,705

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
October 12, 2020 Filed Oct 14, 2020 23:24 UTC
Altier ThomasChief Financial Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 6,779 $0.00 Strike: $0.84 $0.00
Disclosure

SEC source: 0000899243-20-028216 · doc4.xml · derivative · entry 3

Altier Thomas · CIK 0001777448 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,496

Underlying: Common Stock · 6,779 shares

Expires 2023-04-02

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.

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

Read SEC document
October 12, 2020 Filed Oct 14, 2020 23:24 UTC
Altier ThomasChief Financial Officer
SaleCommon Stock 6,779 $32.13 $217,778.76
Disclosure

SEC source: 0000899243-20-028216 · doc4.xml · nonDerivative · entry 2

Altier Thomas · CIK 0001777448 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 160,491

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 $31.82 to $32.34 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 respesents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
October 12, 2020 Filed Oct 14, 2020 23:24 UTC
Altier ThomasChief Financial Officer
Exercise / conversionCommon Stock 6,779 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-028216 · doc4.xml · nonDerivative · entry 1

Altier Thomas · CIK 0001777448 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 167,270

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 respesents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
October 01, 2020 Filed Oct 5, 2020 22:49 UTC
Linetsky DavidSVP, Life Sciences
Exercise / conversionStock Option (Right to Buy) · Derivative 1,377 $0.00 Strike: $4.71 $0.00
Disclosure

SEC source: 0000899243-20-027365 · doc4.xml · derivative · entry 4

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,626

Underlying: Common Stock · 1,377 shares

Expires 2028-08-06

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 10b5-1 trading plan adopted by the Reporting Person.

F4 · derivative.exercise_date: 25% of this option vested and became exercisable on October 17, 2017, with the remainder vesting in thirty-six (36) equal monthly installments thereafter.

Read SEC document
October 01, 2020 Filed Oct 5, 2020 22:49 UTC
Linetsky DavidSVP, Life Sciences
SaleCommon Stock 255 $31.84 $8,119.20
Disclosure

SEC source: 0000899243-20-027365 · doc4.xml · nonDerivative · entry 3

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 128,077

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

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

Read SEC document
October 01, 2020 Filed Oct 5, 2020 22:49 UTC
Linetsky DavidSVP, Life Sciences
SaleCommon Stock 4,222 $30.92 $130,548.04
Disclosure

SEC source: 0000899243-20-027365 · doc4.xml · nonDerivative · entry 2

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 128,332

F1 · kind: This transaction was effected pursuant to a 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 $30.42 to $31.28 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 respesents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
October 01, 2020 Filed Oct 5, 2020 22:49 UTC
Linetsky DavidSVP, Life Sciences
Exercise / conversionCommon Stock 1,377 $4.71 $6,485.67
Disclosure

SEC source: 0000899243-20-027365 · doc4.xml · nonDerivative · entry 1

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 132,554

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 10b5-1 trading plan adopted by the Reporting Person.

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

Read SEC document
October 01, 2020 Filed Oct 5, 2020 22:48 UTC
Roberts EvanChief Operating Officer
SaleCommon Stock 14,774 $30.93 $456,952.43
Disclosure

SEC source: 0000899243-20-027363 · doc4.xml · nonDerivative · entry 1

Roberts Evan · CIK 0001776704 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 686,525

F1 · kind: This transaction was effected pursuant to a 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 $30.39 to $31.30 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 RSUs. Each RSU respesents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
October 01, 2020 Filed Sep 10, 2021 21:16 UTC Amendment
Linetsky DavidSVP, Life Sciences
Exercise / conversionStock Option (Right to Buy) · Derivative 1,377 $0.00 Strike: $4.71 $0.00
Disclosure

SEC source: 0001562180-21-005908 · primarydocument.xml · derivative · entry 1

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,003

Underlying: Common Stock · 1,377 shares

Expires 2028-08-06

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 · derivative.exercise_date: 25% of this option shall vest and become exercisable on August 7, 2019, with the remainder vesting in thirty-six (36) equal monthly installments thereafter.

F3 · derivative.exercise_date: The original Form 4 filed on October 5, 2020, is being amended by this Form 4 amendment to correct the vesting schedule of this grant.

F4 · balance_after: The original Form 4 filed on October 5, 2020, is being amended by this Form 4 amendment to correct the number of derivative securities beneficially owned by the Reporting Person after the reported transaction.

Read SEC document
September 29, 2020 Filed Oct 1, 2020 20:25 UTC OtherCommon Stock 24,306 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-026667 · doc4.xml · nonDerivative · entry 4

CAHILL EDWARD L · CIK 0001025665 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 95,079

F4 · kind: Represents a pro-rata distribution, and not a purchase or sale, without additional consideration by Associates, to its members.

Read SEC document
September 29, 2020 Filed Oct 1, 2020 20:25 UTC OtherCommon Stock 106,465 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-026667 · doc4.xml · nonDerivative · entry 3

CAHILL EDWARD L · CIK 0001025665 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

F4 · kind: Represents a pro-rata distribution, and not a purchase or sale, without additional consideration by Associates, to its members.

F3 · ownership.nature: These shares are held directly by Associates. As a managing member of Associates, the Reporting Person shares voting and investment power over the securities held by Associates and may be deemed to have indirect beneficial ownership of such shares. The Reporting Person disclaims beneficial ownership of such securities held by Partners, except to the extent of his proportionate pecuniary interest therein.

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September 29, 2020 Filed Oct 1, 2020 20:25 UTC OtherCommon Stock 106,465 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-026667 · doc4.xml · nonDerivative · entry 2

CAHILL EDWARD L · CIK 0001025665 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 106,465

F1 · kind: Represents a pro-rata distribution, and not a purchase or sale, without additional consideration by HLM Venture Partners II, L.P. ("Partners"), to its limited and general partners.

F3 · ownership.nature: These shares are held directly by Associates. As a managing member of Associates, the Reporting Person shares voting and investment power over the securities held by Associates and may be deemed to have indirect beneficial ownership of such shares. The Reporting Person disclaims beneficial ownership of such securities held by Partners, except to the extent of his proportionate pecuniary interest therein.

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September 29, 2020 Filed Oct 1, 2020 20:25 UTC OtherCommon Stock 500,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-026667 · doc4.xml · nonDerivative · entry 1

CAHILL EDWARD L · CIK 0001025665 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

F1 · kind: Represents a pro-rata distribution, and not a purchase or sale, without additional consideration by HLM Venture Partners II, L.P. ("Partners"), to its limited and general partners.

F2 · ownership.nature: These shares are held directly by Partners. HLM Venture Associates II, L.L.C. ("Associates") is the general partner of Partners. As a managing member of Associates, the Reporting Person shares voting and investment power over the securities held by Partners and may be deemed to have indirect beneficial ownership of such shares. The Reporting Person disclaims beneficial ownership of such securities held by Partners, except to the extent of his proportionate pecuniary interest therein.

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September 15, 2020 Filed Sep 17, 2020 21:09 UTC OtherCommon Stock 24,306 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-025542 · doc4.xml · nonDerivative · entry 4

CAHILL EDWARD L · CIK 0001025665 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,773

F4 · kind: Represents a pro-rata distribution, and not a purchase or sale, without additional consideration by Associates, to its members.

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September 15, 2020 Filed Sep 17, 2020 21:09 UTC OtherCommon Stock 106,465 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-025542 · doc4.xml · nonDerivative · entry 3

CAHILL EDWARD L · CIK 0001025665 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

F4 · kind: Represents a pro-rata distribution, and not a purchase or sale, without additional consideration by Associates, to its members.

F3 · ownership.nature: These shares are held directly by Associates. As a managing member of Associates, the Reporting Person shares voting and investment power over the securities held by Associates and may be deemed to have indirect beneficial ownership of such shares. The Reporting Person disclaims beneficial ownership of such securities held by Partners, except to the extent of his proportionate pecuniary interest therein.

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September 15, 2020 Filed Sep 17, 2020 21:09 UTC OtherCommon Stock 106,465 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-025542 · doc4.xml · nonDerivative · entry 2

CAHILL EDWARD L · CIK 0001025665 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 106,465

F1 · kind: Represents a pro-rata distribution, and not a purchase or sale, without additional consideration by HLM Venture Partners II, L.P. ("Partners"), to its general and limited partners.

F3 · ownership.nature: These shares are held directly by Associates. As a managing member of Associates, the Reporting Person shares voting and investment power over the securities held by Associates and may be deemed to have indirect beneficial ownership of such shares. The Reporting Person disclaims beneficial ownership of such securities held by Partners, except to the extent of his proportionate pecuniary interest therein.

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September 15, 2020 Filed Sep 17, 2020 21:09 UTC OtherCommon Stock 500,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-025542 · doc4.xml · nonDerivative · entry 1

CAHILL EDWARD L · CIK 0001025665 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 500,000

F1 · kind: Represents a pro-rata distribution, and not a purchase or sale, without additional consideration by HLM Venture Partners II, L.P. ("Partners"), to its general and limited partners.

F2 · ownership.nature: These shares are held directly by Partners. HLM Venture Associates II, L.L.C. ("Associates") is the general partner of Partners. As a managing member of Associates, the Reporting Person shares voting and investment power over the securities held by Partners and may be deemed to have indirect beneficial ownership of such shares. The Reporting Person disclaims beneficial ownership of such securities held by Partners, except to the extent of his proportionate pecuniary interest therein.

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September 11, 2020 Filed Sep 15, 2020 22:33 UTC
Altier ThomasChief Financial Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 6,779 $0.00 Strike: $0.84 $0.00
Disclosure

SEC source: 0000899243-20-025128 · doc4.xml · derivative · entry 4

Altier Thomas · CIK 0001777448 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 101,785

Underlying: Common Stock · 6,779 shares

Expires 2023-04-02

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.

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

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September 11, 2020 Filed Sep 15, 2020 22:33 UTC
Altier ThomasChief Financial Officer
SaleCommon Stock 34 $28.60 $972.40
Disclosure

SEC source: 0000899243-20-025128 · doc4.xml · nonDerivative · entry 3

Altier Thomas · CIK 0001777448 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 114,981

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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September 11, 2020 Filed Sep 15, 2020 22:33 UTC
Altier ThomasChief Financial Officer
SaleCommon Stock 6,745 $27.98 $188,739.94
Disclosure

SEC source: 0000899243-20-025128 · doc4.xml · nonDerivative · entry 2

Altier Thomas · CIK 0001777448 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 115,015

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 $27.47 to $28.35 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.

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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September 11, 2020 Filed Sep 15, 2020 22:33 UTC
Altier ThomasChief Financial Officer
Exercise / conversionCommon Stock 6,779 $0.84 $5,694.36
Disclosure

SEC source: 0000899243-20-025128 · doc4.xml · nonDerivative · entry 1

Altier Thomas · CIK 0001777448 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 121,760

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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August 24, 2020 Filed Aug 26, 2020 20:25 UTC
Hoffman Allison CGeneral Counsel & Secretary
GrantCommon Stock 67,408 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-023439 · doc4.xml · nonDerivative · entry 1

Hoffman Allison C · CIK 0001564521 · General Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,408

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 vest as follows: 10% of the RSUs shall vest on August 24, 2021, 20% of the RSUs shall vest on August 24, 2022, 30% of the RSUs shall vest on August 24, 2023 and 40% of the RSUs shall vest on August 24, 2024, subject to the Reporting Person's continued service to the Issuer through each vesting date.

F1 · balance_after: 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 vest as follows: 10% of the RSUs shall vest on August 24, 2021, 20% of the RSUs shall vest on August 24, 2022, 30% of the RSUs shall vest on August 24, 2023 and 40% of the RSUs shall vest on August 24, 2024, subject to the Reporting Person's continued service to the Issuer through each vesting date.

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August 17, 2020 Filed Aug 20, 2020 23:32 UTC
Kallenbach CharlesGeneral Counsel & Secretary
Exercise / conversionStock Option (Right to Buy) · Derivative 2,500 $0.00 Strike: $2.55 $0.00
Disclosure

SEC source: 0000899243-20-023109 · doc4.xml · derivative · entry 3

Kallenbach Charles · CIK 0001309021 · General Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 141,785

Underlying: Common Stock · 2,500 shares

Expires 2026-10-16

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

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

F4 · derivative.exercise_date: 25% of this option vested and became exercisable on October 17, 2017, with the remainder vesting in thirty-six (36) equal monthly installments thereafter.

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August 17, 2020 Filed Aug 20, 2020 23:32 UTC
Kallenbach CharlesGeneral Counsel & Secretary
SaleCommon Stock 2,500 $29.84 $74,593.00
Disclosure

SEC source: 0000899243-20-023109 · doc4.xml · nonDerivative · entry 2

Kallenbach Charles · CIK 0001309021 · General Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,150

F1 · kind: This transaction was effected pursuant to a 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 $29.60 to $30.25 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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August 17, 2020 Filed Aug 20, 2020 23:32 UTC
Kallenbach CharlesGeneral Counsel & Secretary
Exercise / conversionCommon Stock 2,500 $2.55 $6,375.00
Disclosure

SEC source: 0000899243-20-023109 · doc4.xml · nonDerivative · entry 1

Kallenbach Charles · CIK 0001309021 · General Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,650

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 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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August 11, 2020 Filed Aug 12, 2020 21:59 UTC
Altier ThomasChief Financial Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 6,779 $0.00 Strike: $0.84 $0.00
Disclosure

SEC source: 0000899243-20-022169 · doc4.xml · derivative · entry 4

Altier Thomas · CIK 0001777448 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 108,564

Underlying: Common Stock · 6,779 shares

Expires 2023-04-02

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

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

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August 11, 2020 Filed Aug 12, 2020 21:59 UTC
Altier ThomasChief Financial Officer
SaleCommon Stock 500 $30.75 $15,377.00
Disclosure

SEC source: 0000899243-20-022169 · doc4.xml · nonDerivative · entry 3

Altier Thomas · CIK 0001777448 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 114,981

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 $30.53 to $30.96 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 respesents a contingent right to receive one share of the Issuer's common stock.

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August 11, 2020 Filed Aug 12, 2020 21:59 UTC
Altier ThomasChief Financial Officer
SaleCommon Stock 6,279 $30.05 $188,658.21
Disclosure

SEC source: 0000899243-20-022169 · doc4.xml · nonDerivative · entry 2

Altier Thomas · CIK 0001777448 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 115,481

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 $29.49 to $30.45 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 respesents a contingent right to receive one share of the Issuer's common stock.

Read SEC document
August 11, 2020 Filed Aug 12, 2020 21:59 UTC
Altier ThomasChief Financial Officer
Exercise / conversionCommon Stock 6,779 $0.84 $5,694.36
Disclosure

SEC source: 0000899243-20-022169 · doc4.xml · nonDerivative · entry 1

Altier Thomas · CIK 0001777448 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 121,760

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 respesents 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.