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PHR

Phreesia, Inc.

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2606
SEC CIK
0001412408
Parsed reports
753

Last 12 months

Inside the activity.

6 purchase rows · 37 sale rows

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

Latest available

Insider transactions

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
October 31, 2024 Filed Nov 1, 2024 23:04 UTC GrantCommon Stock 546 $18.29 $9,986.34
Disclosure

SEC source: 0001127602-24-026253 · form4.xml · nonDerivative · entry 1

Munson Gillian · CIK 0001592494 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,723

F1 · shares: Granted as a result of director's election to receive deferred stock units ("DSUs") in lieu of an annual cash retainer pursuant to Phreesia, Inc.'s Non-Employee Director Deferred Compensation Program. The DSUs are awarded on the date such annual cash retainer would otherwise be payable (i.e., quarterly in arrears). Director shall receive underlying common stock on the earlier of (i) 90 days after ceasing to serve as a member of the Board of Directors of the Issuer and incurring a "separation from service" within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder, or (ii) five years from the date of grant of the DSUs.

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October 31, 2024 Filed Nov 1, 2024 23:03 UTC GrantCommon Stock 546 $18.29 $9,986.34
Disclosure

SEC source: 0001127602-24-026252 · form4.xml · nonDerivative · entry 1

Goldstein Lainie · CIK 0001399513 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,104

F1 · shares: Granted as a result of director's election to receive deferred stock units ("DSUs") in lieu of an annual cash retainer pursuant to Phreesia, Inc.'s Non-Employee Director Deferred Compensation Program. The DSUs are awarded on the date such annual cash retainer would otherwise be payable (i.e., quarterly in arrears). Director shall receive underlying common stock 90 days after director ceases to serve as a member of the Board of Directors of the Issuer and incurs a "separation from service" within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder.

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October 18, 2024 Filed Oct 22, 2024 21:51 UTC
Linetsky DavidSVP, Life Sciences
SaleCommon Stock 1,100 $20.49 $22,539.00
Disclosure

SEC source: 0001127602-24-025865 · form4.xml · nonDerivative · entry 1

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 200,207

F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on July 18, 2024.

Read SEC document
October 16, 2024 Filed Oct 17, 2024 20:27 UTC
Hui YvonnePrincipal Accounting Officer
SaleCommon Stock 423 $21.33 $9,022.59
Disclosure

SEC source: 0001127602-24-025701 · form4.xml · nonDerivative · entry 3

Hui Yvonne · CIK 0002027089 · Principal Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 26,805

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 16, 2024.

Read SEC document
October 15, 2024 Filed Oct 17, 2024 20:27 UTC
Hui YvonnePrincipal Accounting Officer
SaleCommon Stock 306 $21.03 $6,433.68
Disclosure

SEC source: 0001127602-24-025701 · form4.xml · nonDerivative · entry 2

Hui Yvonne · CIK 0002027089 · Principal Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,228

F2 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the Reporting Person's tax withholding obligations in connection with the settlement of an award of restricted stock units.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.755 to $21.34 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.

Read SEC document
October 15, 2024 Filed Oct 17, 2024 20:27 UTC
Hui YvonnePrincipal Accounting Officer
SaleCommon Stock 2,485 $20.91 $51,961.35
Disclosure

SEC source: 0001127602-24-025701 · form4.xml · nonDerivative · entry 1

Hui Yvonne · CIK 0002027089 · Principal Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,534

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 16, 2024.

Read SEC document
October 15, 2024 Filed Oct 17, 2024 20:31 UTC
Linetsky DavidSVP, Life Sciences
SaleCommon Stock 2,011 $21.03 $42,281.48
Disclosure

SEC source: 0001127602-24-025708 · form4.xml · nonDerivative · entry 1

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 201,307

F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the holder's tax withholding obligations in connection with the settlement of an award of restricted stock units.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.755 to $21.34 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.

Read SEC document
October 15, 2024 Filed Oct 17, 2024 20:39 UTC
Gandhi BalajiChief Financial Officer
SaleCommon Stock 864 $21.03 $18,165.69
Disclosure

SEC source: 0001127602-24-025714 · form4.xml · nonDerivative · entry 1

Gandhi Balaji · CIK 0001970527 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,714

F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the reporting person's tax withholding obligations in connection with the settlement of an award of restricted stock units.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.755 to $21.34 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.

Read SEC document
October 15, 2024 Filed Oct 17, 2024 20:37 UTC
Hoffman Allison CGeneral Counsel & Secretary
SaleCommon Stock 1,212 $21.03 $25,482.42
Disclosure

SEC source: 0001127602-24-025712 · form4.xml · nonDerivative · entry 1

Hoffman Allison C · CIK 0001564521 · General Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 119,791

F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the reporting person's tax withholding obligations in connection with the settlement of an award of restricted stock units.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.755 to $21.34 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.

Read SEC document
October 15, 2024 Filed Oct 17, 2024 20:33 UTC
Indig ChaimDirector · Chief Executive Officer
SaleCommon Stock 3,089 $21.03 $64,946.53
Disclosure

SEC source: 0001127602-24-025710 · form4.xml · nonDerivative · entry 1

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,220,647

F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the reporting person's tax withholding obligations in connection with the settlement of an award of restricted stock units.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.755 to $21.34 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.

Read SEC document
October 15, 2024 Filed Oct 17, 2024 20:30 UTC
Roberts EvanChief Operating Officer
SaleCommon Stock 1,843 $21.03 $38,749.26
Disclosure

SEC source: 0001127602-24-025705 · form4.xml · nonDerivative · entry 1

Roberts Evan · CIK 0001776704 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 753,876

F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the reporting person's tax withholding obligations in connection with the settlement of an award of restricted stock units.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.755 to $21.34 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.

Read SEC document
October 15, 2024 Filed Oct 17, 2024 20:28 UTC
VanDuyn Amy BethSVP, Human Resources
SaleCommon Stock 624 $21.03 $13,119.66
Disclosure

SEC source: 0001127602-24-025703 · form4.xml · nonDerivative · entry 1

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 118,917

F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the reporting person's tax withholding obligations in connection with the settlement of an award of restricted stock units.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.755 to $21.34 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.

Read SEC document
September 19, 2024 Filed Sep 20, 2024 20:39 UTC
Linetsky DavidSVP, Life Sciences
SaleCommon Stock 24 $24.04 $577.04
Disclosure

SEC source: 0001127602-24-024288 · form4.xml · nonDerivative · entry 1

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 8,971

F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the holder's tax withholding obligations in connection with the settlement of an award of restricted stock units.

Read SEC document
September 18, 2024 Filed Sep 19, 2024 21:49 UTC
Linetsky DavidSVP, Life Sciences
SaleCommon Stock 61 $24.09 $1,469.28
Disclosure

SEC source: 0001127602-24-024260 · form4.xml · nonDerivative · entry 2

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 8,995

F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the Reporting Person's tax withholding obligations in connection with the settlement of an award of RSUs.

Read SEC document
September 17, 2024 Filed Sep 19, 2024 21:49 UTC
Linetsky DavidSVP, Life Sciences
SaleCommon Stock 36 $24.77 $891.54
Disclosure

SEC source: 0001127602-24-024260 · form4.xml · nonDerivative · entry 1

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 9,056

F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the Reporting Person's tax withholding obligations in connection with the settlement of an award of RSUs.

Read SEC document
September 12, 2024 Filed Sep 13, 2024 20:06 UTC SaleCommon Stock 1,400 $23.03 $32,239.20
Disclosure

SEC source: 0001127602-24-023887 · form4.xml · nonDerivative · entry 1

Egbuonu-Davis Lisa · CIK 0001873318 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,139

Read SEC document
September 11, 2024 Filed Sep 12, 2024 21:51 UTC
Hoffman Allison CGeneral Counsel & Secretary
SaleCommon Stock 2,072 $23.36 $48,401.92
Disclosure

SEC source: 0001127602-24-023863 · form4.xml · nonDerivative · entry 2

Hoffman Allison C · CIK 0001564521 · General Counsel & Secretary

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 121,003

F3 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 20, 2023.

Read SEC document
September 10, 2024 Filed Sep 12, 2024 22:02 UTC
Hui YvonnePrincipal Accounting Officer
SaleCommon Stock 744 $23.25 $17,298.15
Disclosure

SEC source: 0001127602-24-023873 · form4.xml · nonDerivative · entry 1

Hui Yvonne · CIK 0002027089 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,019

F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the reporting person's tax withholding obligations in connection with the settlement of an award of RSUs.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.94 to $23.17 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 10, 2024 Filed Sep 12, 2024 21:58 UTC
Linetsky DavidSVP, Life Sciences
SaleCommon Stock 95 $23.25 $2,208.77
Disclosure

SEC source: 0001127602-24-023869 · form4.xml · nonDerivative · entry 2

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 9,092

F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the Reporting Person's tax withholding obligations in connection with the settlement of an award of RSUs.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.94 to $23.17 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 10, 2024 Filed Sep 12, 2024 21:58 UTC
Linetsky DavidSVP, Life Sciences
SaleCommon Stock 1,716 $23.25 $39,897.34
Disclosure

SEC source: 0001127602-24-023869 · form4.xml · nonDerivative · entry 1

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 203,318

F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the Reporting Person's tax withholding obligations in connection with the settlement of an award of RSUs.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.94 to $23.17 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 10, 2024 Filed Sep 12, 2024 22:03 UTC
Gandhi BalajiChief Financial Officer
SaleCommon Stock 3,502 $23.25 $81,422.20
Disclosure

SEC source: 0001127602-24-023875 · form4.xml · nonDerivative · entry 1

Gandhi Balaji · CIK 0001970527 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,578

F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the reporting person's tax withholding obligations in connection with the settlement of an award of restricted stock units.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.94 to $23.17 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 10, 2024 Filed Sep 12, 2024 22:00 UTC
Indig ChaimDirector · Chief Executive Officer
SaleCommon Stock 5,295 $23.25 $123,109.81
Disclosure

SEC source: 0001127602-24-023871 · form4.xml · nonDerivative · entry 1

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,223,736

F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the reporting person's tax withholding obligations in connection with the settlement of an award of restricted stock units.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.94 to $23.17 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 10, 2024 Filed Sep 12, 2024 21:55 UTC
Roberts EvanChief Operating Officer
SaleCommon Stock 3,148 $23.25 $73,191.63
Disclosure

SEC source: 0001127602-24-023867 · form4.xml · nonDerivative · entry 1

Roberts Evan · CIK 0001776704 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 755,719

F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the Reporting Person's tax withholding obligations in connection with the settlement of an award of RSUs.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.94 to $23.17 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 10, 2024 Filed Sep 12, 2024 21:53 UTC
VanDuyn Amy BethSVP, Human Resources
SaleCommon Stock 737 $23.25 $17,135.40
Disclosure

SEC source: 0001127602-24-023865 · form4.xml · nonDerivative · entry 1

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 119,541

F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the Reporting Person's tax withholding obligations in connection with the settlement of an award of RSUs.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.94 to $23.17 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 10, 2024 Filed Sep 12, 2024 21:51 UTC
Hoffman Allison CGeneral Counsel & Secretary
SaleCommon Stock 2,622 $23.25 $60,962.02
Disclosure

SEC source: 0001127602-24-023863 · form4.xml · nonDerivative · entry 1

Hoffman Allison C · CIK 0001564521 · General Counsel & Secretary

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 123,075

F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the reporting person's tax withholding obligations in connection with the settlement of an award of restricted stock units.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.94 to $23.17 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 06, 2024 Filed Sep 10, 2024 21:04 UTC
Hui YvonnePrincipal Accounting Officer
GrantCommon Stock 2,049 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-023724 · form4.xml · nonDerivative · entry 1

Hui Yvonne · CIK 0002027089 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,763

F1 · price: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the first half of the fiscal year ending January 31, 2025 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted is based on a per share value of $23.55, the closing price of the Issuer's common stock on September 6, 2024.

Read SEC document
September 06, 2024 Filed Sep 10, 2024 20:56 UTC
Linetsky DavidSVP, Life Sciences
GrantCommon Stock 234 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-023716 · form4.xml · nonDerivative · entry 2

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 9,187

F2 · price: Represents RSUs that were fully vested as of the grant date. These RSUs represent awards received in lieu of 50% of the Reporting Person's spouse's cash bonus earned for the fiscal first half of the year ending January 31, 2025 under the Issuer's Variable Compensation Plan. The Reporting Person's spouse elected to convert such portion of her earned cash bonus into RSUs representing 115% of such amount. The number of RSUs granted is based on a per share value of $23.55, the closing price of the Issuer's common stock on September 6, 2024.

Read SEC document
September 06, 2024 Filed Sep 10, 2024 20:56 UTC
Linetsky DavidSVP, Life Sciences
GrantCommon Stock 2,816 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-023716 · form4.xml · nonDerivative · entry 1

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 205,034

F1 · price: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of 50% of the Reporting Person's cash bonus earned for the first half of the fiscal year ending January 31, 2025 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such portion of his cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted is based on a per share value of $23.55, the closing price of the Issuer's common stock on September 6, 2024.

Read SEC document
September 06, 2024 Filed Sep 10, 2024 21:09 UTC
Gandhi BalajiChief Financial Officer
GrantCommon Stock 5,633 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-023728 · form4.xml · nonDerivative · entry 1

Gandhi Balaji · CIK 0001970527 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,080

F1 · price: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the first half of the fiscal year ending January 31, 2025 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted is based on a per share value of $23.55, the closing price of the Issuer's common stock on September 6, 2024.

Read SEC document
September 06, 2024 Filed Sep 10, 2024 21:07 UTC
Hoffman Allison CGeneral Counsel & Secretary
GrantCommon Stock 4,694 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-023726 · form4.xml · nonDerivative · entry 1

Hoffman Allison C · CIK 0001564521 · General Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 125,697

F1 · price: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the first half of the fiscal year ending January 31, 2025 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted is based on a per share value of $23.55, the closing price of the Issuer's common stock on September 6, 2024.

Read SEC document
September 06, 2024 Filed Sep 10, 2024 21:01 UTC
Indig ChaimDirector · Chief Executive Officer
GrantCommon Stock 9,670 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-023721 · form4.xml · nonDerivative · entry 1

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,229,031

F1 · price: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the first half of the fiscal year ending January 31, 2025 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted is based on a per share value of $23.55, the closing price of the Issuer's common stock on September 6, 2024. The shares underlying these RSUs (excluding shares that are sold in non-discretionary transactions to cover taxes) must be held by the Reporting Person until the earlier of (i) the one-year anniversary of the grant date or (ii) a Sale Event (as defined in the Issuer's 2019 Stock Option and Incentive Plan).

Read SEC document
September 06, 2024 Filed Sep 10, 2024 20:58 UTC
Roberts EvanChief Operating Officer
GrantCommon Stock 5,633 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-023719 · form4.xml · nonDerivative · entry 1

Roberts Evan · CIK 0001776704 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 758,867

F1 · price: 1. Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the first half of the fiscal year ending January 31, 2025 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted is based on a per share value of $23.55, the closing price of the Issuer's common stock on September 6, 2024. The shares underlying these RSUs (excluding shares that are sold in non-discretionary transactions to cover taxes) must be held by the Reporting Person until the earlier of (i) the one-year anniversary of the grant date or (ii) a Sale Event (as defined in the Issuer's 2019 Stock Option and Incentive Plan).

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September 06, 2024 Filed Sep 10, 2024 20:25 UTC
VanDuyn Amy BethSVP, Human Resources
GrantCommon Stock 1,642 Not disclosed Not disclosed
Disclosure

SEC source: 0001127602-24-023710 · form4.xml · nonDerivative · entry 1

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 120,278

F1 · price: 1. Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of 50% of the Reporting Person's cash bonus earned for the first half of the fiscal year ending January 31, 2025 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such portion of her cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted is based on a per share value of $23.55, the closing price of the Issuer's common stock on September 6, 2024.

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August 26, 2024 Filed Aug 28, 2024 20:57 UTC
Hoffman Allison CGeneral Counsel & Secretary
SaleCommon Stock 14,110 $26.03 $367,240.97
Disclosure

SEC source: 0001127602-24-023075 · form4.xml · nonDerivative · entry 1

Hoffman Allison C · CIK 0001564521 · General Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 121,003

F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the reporting person's tax withholding obligations in connection with the settlement of an award of restricted stock units.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.515 to $26.36 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.

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August 15, 2024 Filed Aug 16, 2024 20:05 UTC
Linetsky DavidSVP, Life Sciences
GrantCommon Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-022356 · form4.xml · nonDerivative · entry 1

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 8,953

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 15, 2025, 20% of the RSUs shall vest on August 15, 2026, 30% of the RSUs shall vest on August 15, 2027 and 40% of the RSUs shall vest on August 15, 2028, subject to the Reporting Person's continued service to the Issuer through each vesting date.

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July 31, 2024 Filed Aug 1, 2024 21:33 UTC GrantCommon Stock 400 $24.95 $9,980.00
Disclosure

SEC source: 0001127602-24-021400 · form4.xml · nonDerivative · entry 1

CAHILL EDWARD L · CIK 0001025665 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,486

F1 · shares: Granted as a result of director's election to receive deferred stock units ("DSUs") in lieu of an annual cash retainer pursuant to Phreesia, Inc.'s Non-Employee Director Deferred Compensation Program. The DSUs are awarded on the date such annual cash retainer would otherwise be payable (i.e., quarterly in arrears). Director shall receive underlying common stock on the earlier of (i) 90 days after ceasing to serve as a member of the Board of Directors of the Issuer and incurring a "separation from service" within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder, or (ii) five years from the date of grant of the DSUs.

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July 31, 2024 Filed Aug 1, 2024 21:30 UTC GrantCommon Stock 400 $24.95 $9,980.00
Disclosure

SEC source: 0001127602-24-021396 · form4.xml · nonDerivative · entry 1

Goldstein Lainie · CIK 0001399513 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,558

F1 · shares: Granted as a result of director's election to receive deferred stock units ("DSUs") in lieu of an annual cash retainer pursuant to Phreesia, Inc.'s Non-Employee Director Deferred Compensation Program. The DSUs are awarded on the date such annual cash retainer would otherwise be payable (i.e., quarterly in arrears). Director shall receive underlying common stock 90 days after director ceases to serve as a member of the Board of Directors of the Issuer and incurs a "separation from service" within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder.

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July 31, 2024 Filed Aug 1, 2024 21:25 UTC GrantCommon Stock 400 $24.95 $9,980.00
Disclosure

SEC source: 0001127602-24-021388 · form4.xml · nonDerivative · entry 1

Munson Gillian · CIK 0001592494 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,177

F1 · shares: Granted as a result of director's election to receive deferred stock units ("DSUs") in lieu of an annual cash retainer pursuant to Phreesia, Inc.'s Non-Employee Director Deferred Compensation Program. The DSUs are awarded on the date such annual cash retainer would otherwise be payable (i.e., quarterly in arrears). Director shall receive underlying common stock on the earlier of (i) 90 days after ceasing to serve as a member of the Board of Directors of the Issuer and incurring a "separation from service" within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder, or (ii) five years from the date of grant of the DSUs.

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July 29, 2024 Filed Jul 30, 2024 21:05 UTC
Indig ChaimDirector · Chief Executive Officer
Exercise / conversionStock Option (Right to Buy) · Derivative 7 $0.00 Strike: $2.03 $0.00
Disclosure

SEC source: 0001127602-24-021195 · form4.xml · derivative · entry 4

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7 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 on April 19, 2024.

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

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July 29, 2024 Filed Jul 30, 2024 21:05 UTC
Indig ChaimDirector · Chief Executive Officer
SaleCommon Stock 7 $24.75 $173.25
Disclosure

SEC source: 0001127602-24-021195 · form4.xml · nonDerivative · entry 2

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,219,361

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 19, 2024.

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July 29, 2024 Filed Jul 30, 2024 21:05 UTC
Indig ChaimDirector · Chief Executive Officer
Exercise / conversionCommon Stock 7 $2.03 $14.21
Disclosure

SEC source: 0001127602-24-021195 · form4.xml · nonDerivative · entry 1

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,219,368

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

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 19, 2024.

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July 18, 2024 Filed Jul 22, 2024 20:56 UTC Exercise / conversionStock Option · Derivative 7,000 $0.00 Strike: $4.71 $0.00
Disclosure

SEC source: 0001127602-24-020800 · form4.xml · derivative · entry 3

Smith Mark Douglas · CIK 0001756253 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 58,193

Underlying: Common Stock · 7,000 shares

Expires 2028-09-04

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

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 22, 2023.

F2 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof.

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July 18, 2024 Filed Jul 22, 2024 20:56 UTC SaleCommon Stock 7,000 $25.00 $175,000.00
Disclosure

SEC source: 0001127602-24-020800 · form4.xml · nonDerivative · entry 2

Smith Mark Douglas · CIK 0001756253 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 30,653

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 22, 2023.

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July 18, 2024 Filed Jul 22, 2024 20:56 UTC Exercise / conversionCommon Stock 7,000 $4.71 $32,970.00
Disclosure

SEC source: 0001127602-24-020800 · form4.xml · nonDerivative · entry 1

Smith Mark Douglas · CIK 0001756253 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 37,653

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

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 22, 2023.

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July 16, 2024 Filed Jul 17, 2024 21:29 UTC
Hui YvonnePrincipal Accounting Officer
SaleCommon Stock 283 $23.74 $6,717.17
Disclosure

SEC source: 0001127602-24-020616 · form4.xml · nonDerivative · entry 2

Hui Yvonne · CIK 0002027089 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,714

F2 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the reporting person's tax withholding obligations in connection with the settlement of an award of RSUs.

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July 16, 2024 Filed Jul 17, 2024 21:31 UTC
Linetsky DavidSVP, Life Sciences
SaleCommon Stock 1,820 $23.74 $43,198.79
Disclosure

SEC source: 0001127602-24-020618 · form4.xml · nonDerivative · entry 1

Linetsky David · CIK 0001776729 · SVP, Life Sciences

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 202,218

F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the reporting person's tax withholding obligations in connection with the settlement of an award of restricted stock units.

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July 16, 2024 Filed Jul 17, 2024 21:30 UTC
Indig ChaimDirector · Chief Executive Officer
SaleCommon Stock 2,644 $23.74 $62,756.93
Disclosure

SEC source: 0001127602-24-020617 · form4.xml · nonDerivative · entry 1

Indig Chaim · CIK 0001776732 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,219,361

F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the reporting person's tax withholding obligations in connection with the settlement of an award of restricted stock units.

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July 16, 2024 Filed Jul 17, 2024 21:28 UTC
Hoffman Allison CGeneral Counsel & Secretary
SaleCommon Stock 800 $23.74 $18,988.48
Disclosure

SEC source: 0001127602-24-020615 · form4.xml · nonDerivative · entry 1

Hoffman Allison C · CIK 0001564521 · General Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 135,113

F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the reporting person's tax withholding obligations in connection with the settlement of an award of restricted stock units.

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July 16, 2024 Filed Jul 17, 2024 21:27 UTC
Gandhi BalajiChief Financial Officer
SaleCommon Stock 783 $23.74 $18,584.97
Disclosure

SEC source: 0001127602-24-020614 · form4.xml · nonDerivative · entry 1

Gandhi Balaji · CIK 0001970527 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 96,447

F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the reporting person's tax withholding obligations in connection with the settlement of an award of restricted stock units.

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July 16, 2024 Filed Jul 17, 2024 21:26 UTC
VanDuyn Amy BethSVP, Human Resources
SaleCommon Stock 374 $23.74 $8,877.11
Disclosure

SEC source: 0001127602-24-020613 · form4.xml · nonDerivative · entry 1

VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 118,636

F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the reporting person's tax withholding obligations in connection with the settlement of an award of restricted stock units.

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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.