Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EngageSmart, Inc.ESMT · Entity 94837 | General Counsel | September 27, 2021 | September 29, 2021 |
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.
EngageSmart, Inc.
Report date September 27, 2021 · Filed September 29, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 28,846 |
Reported balance
After 2021-09-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-09-27 · Grant · Acquired 28,846 · Balance 28,846 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. F2: The RSUs vest in 16 equal quarterly installments commencing on January 1, 2022 and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock.
F2: The RSUs vest in 16 equal quarterly installments commencing on January 1, 2022 and have no expiration date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Phreesia, Inc.
Report date August 17, 2020 · Filed August 20, 2020
Section 16 reporting ended · disclosed 2020-08-20. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,150 |
Last balance in matching sequence
After 2020-08-17 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2020-08-17 · Exercise / conversion · Acquired 2,500 · Balance 41,650 F1: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F2: 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. Row 2 · 2020-08-17 · Sale · Disposed 2,500 · Balance 39,150 F1: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F3: 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: 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. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.55 · Expires 2026-10-16 | Direct | 141,785 |
Reported balance
After 2020-08-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-08-17 · Exercise / conversion · Disposed 2,500 · Balance 141,785 F1: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F4: 25% of this option vested and became exercisable on October 17, 2017, with the remainder vesting in thirty-six (36) equal monthly installments thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person.
F2: 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.
F3: 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.
F4: 25% of this option vested and became exercisable on October 17, 2017, with the remainder vesting in thirty-six (36) equal monthly installments thereafter.
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 |
|---|---|---|---|---|---|---|
| September 27, 2021 Filed Sep 29, 2021 20:17 UTC | EngageSmart, Inc. ESMT · Entity 94837 | GrantRestricted Stock Unit · Derivative | 28,846 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-038238 · doc4.xml · derivative · entry 1 Kallenbach Charles · CIK 0001309021 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,846 Underlying: Common Stock · 28,846 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments commencing on January 1, 2022 and have no expiration date. F2 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments commencing on January 1, 2022 and have no expiration date. Read SEC document |
| August 17, 2020 Filed Aug 20, 2020 23:32 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $2.55 | $0.00 |
DisclosureSEC 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. Read SEC document |
| August 17, 2020 Filed Aug 20, 2020 23:32 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 2,500 | $29.84 | $74,593.00 |
DisclosureSEC 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. Read SEC document |
| August 17, 2020 Filed Aug 20, 2020 23:32 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 2,500 | $2.55 | $6,375.00 |
DisclosureSEC 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. Read SEC document |
| July 17, 2020 Filed Jul 21, 2020 22:49 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $2.55 | $0.00 |
DisclosureSEC source: 0000899243-20-019826 · doc4.xml · derivative · entry 3 Kallenbach Charles · CIK 0001309021 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,285 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. Read SEC document |
| July 17, 2020 Filed Jul 21, 2020 22:49 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 2,500 | $29.29 | $73,233.50 |
DisclosureSEC source: 0000899243-20-019826 · 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 $29.14 to $29.55 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| July 17, 2020 Filed Jul 21, 2020 22:49 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 2,500 | $2.55 | $6,375.00 |
DisclosureSEC source: 0000899243-20-019826 · 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. Read SEC document |
| June 17, 2020 Filed Jun 19, 2020 21:06 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $2.55 | $0.00 |
DisclosureSEC source: 0000899243-20-017277 · doc4.xml · derivative · entry 3 Kallenbach Charles · CIK 0001309021 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,785 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. Read SEC document |
| June 17, 2020 Filed Jun 19, 2020 21:06 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 2,500 | $29.26 | $73,145.25 |
DisclosureSEC source: 0000899243-20-017277 · 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 $28.91 to $29.48 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| June 17, 2020 Filed Jun 19, 2020 21:06 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 2,500 | $2.55 | $6,375.00 |
DisclosureSEC source: 0000899243-20-017277 · 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. Read SEC document |
| May 18, 2020 Filed May 20, 2020 23:43 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $2.55 | $0.00 |
DisclosureSEC source: 0000899243-20-013749 · doc4.xml · derivative · entry 3 Kallenbach Charles · CIK 0001309021 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,285 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. F3 · 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 |
| May 18, 2020 Filed May 20, 2020 23:43 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 2,500 | $27.20 | $68,000.00 |
DisclosureSEC source: 0000899243-20-013749 · 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. 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 |
| May 18, 2020 Filed May 20, 2020 23:43 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 2,500 | $2.55 | $6,375.00 |
DisclosureSEC source: 0000899243-20-013749 · 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. Read SEC document |
| April 30, 2020 Filed May 5, 2020 00:41 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 337 | $23.67 | $7,976.79 |
DisclosureSEC source: 0000899243-20-011947 · doc4.xml · nonDerivative · entry 2 Kallenbach Charles · CIK 0001309021 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,150 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 respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| April 30, 2020 Filed May 5, 2020 00:41 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 1,026 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-011947 · doc4.xml · nonDerivative · entry 1 Kallenbach Charles · CIK 0001309021 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,487 F1 · shares: On August 5, 2019, the Reporting Person was granted certain performance-based Restricted Stock Units ("RSUs") under the Phreesia, Inc. 2019 Stock Option and Incentive Plan, the vesting of which was subject to the achievement of certain performance criteria. As of the transaction date, the performance criteria were met, resulting in the vesting of 1,026 RSUs. F2 · 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 |
| April 23, 2020 Filed Apr 27, 2020 20:48 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $2.55 | $0.00 |
DisclosureSEC source: 0000899243-20-011344 · doc4.xml · derivative · entry 3 Kallenbach Charles · CIK 0001309021 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,785 Underlying: Common Stock · 5,000 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. F3 · 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 |
| April 23, 2020 Filed Apr 27, 2020 20:48 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 5,000 | $25.00 | $125,000.00 |
DisclosureSEC source: 0000899243-20-011344 · doc4.xml · nonDerivative · entry 2 Kallenbach Charles · CIK 0001309021 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,461 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. Read SEC document |
| April 23, 2020 Filed Apr 27, 2020 20:48 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 5,000 | $2.55 | $12,750.00 |
DisclosureSEC source: 0000899243-20-011344 · doc4.xml · nonDerivative · entry 1 Kallenbach Charles · CIK 0001309021 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,461 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. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:26 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 50 | $0.00 Strike: $2.55 | $0.00 |
DisclosureSEC source: 0000899243-20-005485 · doc4.xml · derivative · entry 3 Kallenbach Charles · CIK 0001309021 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,785 Underlying: Common Stock · 50 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. F3 · 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 |
| February 19, 2020 Filed Feb 21, 2020 21:26 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 50 | $32.85 | $1,642.50 |
DisclosureSEC source: 0000899243-20-005485 · doc4.xml · nonDerivative · entry 2 Kallenbach Charles · CIK 0001309021 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,461 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. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:26 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 50 | $2.55 | $127.50 |
DisclosureSEC source: 0000899243-20-005485 · doc4.xml · nonDerivative · entry 1 Kallenbach Charles · CIK 0001309021 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,511 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. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 21:50 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,450 | $0.00 Strike: $2.55 | $0.00 |
DisclosureSEC source: 0000899243-20-005309 · doc4.xml · derivative · entry 3 Kallenbach Charles · CIK 0001309021 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,835 Underlying: Common Stock · 2,450 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. F3 · 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 |
| February 18, 2020 Filed Feb 20, 2020 21:50 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 2,450 | $32.82 | $80,413.17 |
DisclosureSEC source: 0000899243-20-005309 · doc4.xml · nonDerivative · entry 2 Kallenbach Charles · CIK 0001309021 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,461 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. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 21:50 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 2,450 | $2.55 | $6,247.50 |
DisclosureSEC source: 0000899243-20-005309 · doc4.xml · nonDerivative · entry 1 Kallenbach Charles · CIK 0001309021 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,911 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. Read SEC document |
| January 15, 2020 Filed Jan 23, 2020 11:16 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 38,461 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-001777 · doc4.xml · nonDerivative · entry 1 Kallenbach Charles · CIK 0001309021 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,461 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 January 15, 2021, 20% of the RSUs shall vest on January 15, 2022, 30% of the RSUs shall vest on January 15, 2023 and 40% of the RSUs shall vest on January 15, 2024, subject to the Reporting Person's continued service to the Issuer through each vesting date. F2 · balance_after: These shares are subject to a Lock-Up Agreement until January 26, 2020. F3 · balance_after: A portion of these shares represent RSUs. 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.