Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Phreesia, Inc.PHR · Entity 2606 | Chief Financial Officer | February 02, 2023 | February 06, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Phreesia, Inc.
Report date February 02, 2023 · Filed February 06, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 145,594 |
Reported balance
After 2023-02-02 transaction · row 1
1 source rowRow 1 · 2023-02-02 · Sale · Disposed 4,765 · Balance 145,594 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 02, 2023 Filed Feb 6, 2023 16:34 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 4,765 | $40.00 | $190,600.00 |
DisclosureSEC source: 0001562180-23-001033 · primarydocument.xml · nonDerivative · entry 1 Rasmussen Randy · CIK 0001860230 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,594 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| January 15, 2023 Filed Jan 18, 2023 16:51 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 45,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-000477 · primarydocument.xml · nonDerivative · entry 3 Rasmussen Randy · CIK 0001860230 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,359 F2 · shares: The shares reported in this transaction represent RSUs issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in four substantially equal annual installments beginning on January 15, 2024. Read SEC document |
| January 15, 2023 Filed Jan 18, 2023 16:51 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,868 | $35.41 | $66,145.88 |
DisclosureSEC source: 0001562180-23-000477 · primarydocument.xml · nonDerivative · entry 2 Rasmussen Randy · CIK 0001860230 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,175 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of restricted stock units ("RSUs") and does not represent a sale by the Reporting Person. Read SEC document |
| January 14, 2023 Filed Jan 18, 2023 16:51 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,496 | $35.41 | $52,973.36 |
DisclosureSEC source: 0001562180-23-000477 · primarydocument.xml · nonDerivative · entry 1 Rasmussen Randy · CIK 0001860230 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,043 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of restricted stock units ("RSUs") and does not represent a sale by the Reporting Person. Read SEC document |
| December 12, 2022 Filed Dec 13, 2022 16:28 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 7,395 | $31.77 | $234,913.27 |
DisclosureSEC source: 0001562180-22-008242 · primarydocument.xml · nonDerivative · entry 3 Rasmussen Randy · CIK 0001860230 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,539 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 $31.60 to $32.11 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 09, 2022 Filed Dec 13, 2022 16:28 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,751 | $31.40 | $54,981.93 |
DisclosureSEC source: 0001562180-22-008242 · primarydocument.xml · nonDerivative · entry 2 Rasmussen Randy · CIK 0001860230 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,934 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 $31.17 to $31.69 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 09, 2022 Filed Dec 13, 2022 16:28 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 8,183 | $30.17 | $246,869.65 |
DisclosureSEC source: 0001562180-22-008242 · primarydocument.xml · nonDerivative · entry 1 Rasmussen Randy · CIK 0001860230 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,685 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.46 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 |
| November 06, 2022 Filed Nov 8, 2022 16:10 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 5,636 | $24.34 | $137,180.24 |
DisclosureSEC source: 0001562180-22-007566 · primarydocument.xml · nonDerivative · entry 1 Rasmussen Randy · CIK 0001860230 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,868 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| October 14, 2022 Filed Oct 18, 2022 16:06 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,219 | $22.48 | $27,403.12 |
DisclosureSEC source: 0001562180-22-007227 · primarydocument.xml · nonDerivative · entry 1 Rasmussen Randy · CIK 0001860230 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,504 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| September 12, 2022 Filed Sep 14, 2022 18:03 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,160 | $29.19 | $33,860.40 |
DisclosureSEC source: 0001562180-22-006661 · primarydocument.xml · nonDerivative · entry 2 Rasmussen Randy · CIK 0001860230 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,723 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of fully vested RSUs granted on September 12, 2022 and does not represent a sale by the Reporting Person. Read SEC document |
| September 12, 2022 Filed Sep 14, 2022 18:03 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 3,178 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-22-006661 · primarydocument.xml · nonDerivative · entry 1 Rasmussen Randy · CIK 0001860230 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,883 F1 · shares: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the first half of the fiscal year ending January 31, 2023 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted are based on a per share value of $29.19, the closing price of the Issuer's common stock on September 12, 2022. F1 · price: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the first half of the fiscal year ending January 31, 2023 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted are based on a per share value of $29.19, the closing price of the Issuer's common stock on September 12, 2022. Read SEC document |
| July 14, 2022 Filed Jul 15, 2022 16:19 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,219 | $22.35 | $27,244.65 |
DisclosureSEC source: 0001562180-22-005682 · primarydocument.xml · nonDerivative · entry 1 Rasmussen Randy · CIK 0001860230 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,705 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 19:09 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 581 | $21.26 | $12,352.06 |
DisclosureSEC source: 0001562180-22-005529 · primarydocument.xml · nonDerivative · entry 1 Rasmussen Randy · CIK 0001860230 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,924 F1 · kind: Shares purchased pursuant to the Phreesia, Inc. Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of January 1, 2022 through June 30, 2022. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the issuer's common stock on June 30, 2022. 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 |
| April 30, 2022 Filed May 3, 2022 17:48 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 952 | $22.88 | $21,781.76 |
DisclosureSEC source: 0001562180-22-003688 · primarydocument.xml · nonDerivative · entry 1 Rasmussen Randy · CIK 0001860230 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,343 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting and settlement of restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| April 14, 2022 Filed Apr 18, 2022 16:08 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,219 | $27.63 | $33,680.97 |
DisclosureSEC source: 0001562180-22-003421 · primarydocument.xml · nonDerivative · entry 3 Rasmussen Randy · CIK 0001860230 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,295 F4 · shares: Represents shares withheld by the Issuer to satisfy withholding obligations in connection with the vesting and settlement of RSUs and does not represent a sale 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 |
| April 13, 2022 Filed Apr 18, 2022 16:08 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 3,376 | $28.73 | $96,992.48 |
DisclosureSEC source: 0001562180-22-003421 · primarydocument.xml · nonDerivative · entry 2 Rasmussen Randy · CIK 0001860230 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,514 F3 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of fully vested RSUs granted on April 13, 2022 and does not represent a sale 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 |
| April 13, 2022 Filed Apr 18, 2022 16:08 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 9,253 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-22-003421 · primarydocument.xml · nonDerivative · entry 1 Rasmussen Randy · CIK 0001860230 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,890 F1 · shares: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the fiscal year ended January 31, 2022 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted are based on a per share value of $28.73, the closing price of the Issuer's common stock on April 13, 2022. F1 · price: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the fiscal year ended January 31, 2022 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted are based on a per share value of $28.73, the closing price of the Issuer's common stock on April 13, 2022. 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 |
| March 26, 2022 Filed Mar 29, 2022 16:34 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 52 | $27.78 | $1,444.56 |
DisclosureSEC source: 0001562180-22-002962 · primarydocument.xml · nonDerivative · entry 1 Rasmussen Randy · CIK 0001860230 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,637 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of restricted stock units ("RSUs") and does not represent a sale 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 |
| January 19, 2022 Filed Jan 21, 2022 16:29 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,238 | $33.02 | $40,882.23 |
DisclosureSEC source: 0001562180-22-000565 · primarydocument.xml · nonDerivative · entry 2 Rasmussen Randy · CIK 0001860230 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,689 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 $32.76 to $33.29 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 19, 2022 Filed Jan 21, 2022 16:29 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 990 | $32.21 | $31,884.34 |
DisclosureSEC source: 0001562180-22-000565 · primarydocument.xml · nonDerivative · entry 1 Rasmussen Randy · CIK 0001860230 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,927 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.75 to $32.72 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 15, 2022 Filed Jan 19, 2022 18:09 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 849 | $35.55 | $30,181.95 |
DisclosureSEC source: 0001562180-22-000524 · primarydocument.xml · nonDerivative · entry 2 Rasmussen Randy · CIK 0001860230 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,917 F3 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of RSUs and does not represent a sale by the Reporting Person. 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 14, 2022 Filed Jan 19, 2022 18:09 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 53,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-000524 · primarydocument.xml · nonDerivative · entry 1 Rasmussen Randy · CIK 0001860230 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,766 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 6.25% on each quarterly vesting date over four years, beginning on April 14, 2022. 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 31, 2021 Filed Jan 5, 2022 18:49 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 342 | $35.41 | $12,110.22 |
DisclosureSEC source: 0001562180-22-000291 · primarydocument.xml · nonDerivative · entry 1 Rasmussen Randy · CIK 0001860230 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,321 F1 · kind: Shares purchased pursuant to the Phreesia, Inc. 2019 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of July 1, 2021 through December 31, 2021. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the Issuer's common stock on December 31, 2021. 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 |
| November 09, 2021 Filed Nov 12, 2021 16:12 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 7,185 | $73.98 | $531,541.27 |
DisclosureSEC source: 0001562180-21-007016 · primarydocument.xml · nonDerivative · entry 1 Rasmussen Randy · CIK 0001860230 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,979 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 |
| November 06, 2021 Filed Nov 9, 2021 16:50 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 2,862 | $73.81 | $211,244.22 |
DisclosureSEC source: 0001562180-21-006936 · primarydocument.xml · nonDerivative · entry 1 Rasmussen Randy · CIK 0001860230 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,164 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of restricted stock units ("RSUs") and does not represent a sale 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.