Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Phreesia, Inc.PHR · Entity 2606 | Chief Financial Officer | February 18, 2021 | February 20, 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.
Phreesia, Inc.
Report date February 18, 2021 · Filed February 20, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 80,879 |
Last balance in matching sequence
After 2021-02-19 transaction · row 5
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
5 source rowsRow 1 · 2021-02-18 · Sale · Disposed 60,745 · Balance 97,310 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.14 to $72.121 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: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Row 2 · 2021-02-18 · Sale · Disposed 11,413 · Balance 85,897 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.14 to $73.13 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Row 3 · 2021-02-18 · Sale · Disposed 4,114 · Balance 81,783 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.14 to $73.96 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Row 4 · 2021-02-19 · Sale · Disposed 700 · Balance 81,083 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.28 to $72.91 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: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Row 5 · 2021-02-19 · Sale · Disposed 204 · Balance 80,879 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F7: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.36 to $73.50 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: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU respesents a contingent right to receive one share of the Issuer's common stock. |
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.
F2: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.14 to $72.121 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: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU respesents a contingent right to receive one share of the Issuer's common stock.
F4: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.14 to $73.13 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F5: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.14 to $73.96 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F6: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.28 to $72.91 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.
F7: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.36 to $73.50 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.
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 19, 2021 Filed Feb 20, 2021 00:37 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 204 | $73.39 | $14,972.01 |
DisclosureSEC source: 0000899243-21-007458 · doc4.xml · nonDerivative · entry 5 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,879 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.36 to $73.50 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 respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| February 19, 2021 Filed Feb 20, 2021 00:37 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 700 | $72.66 | $50,862.07 |
DisclosureSEC source: 0000899243-21-007458 · doc4.xml · nonDerivative · entry 4 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,083 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.28 to $72.91 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 respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| February 18, 2021 Filed Feb 20, 2021 00:37 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 4,114 | $73.51 | $302,416.03 |
DisclosureSEC source: 0000899243-21-007458 · doc4.xml · nonDerivative · entry 3 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,783 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.14 to $73.96 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| February 18, 2021 Filed Feb 20, 2021 00:37 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 11,413 | $72.37 | $826,009.03 |
DisclosureSEC source: 0000899243-21-007458 · doc4.xml · nonDerivative · entry 2 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,897 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 $72.14 to $73.13 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| February 18, 2021 Filed Feb 20, 2021 00:37 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 60,745 | $71.77 | $4,359,923.78 |
DisclosureSEC source: 0000899243-21-007458 · doc4.xml · nonDerivative · entry 1 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,310 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 $71.14 to $72.121 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 respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 22:50 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 719 | $70.03 | $50,351.79 |
DisclosureSEC source: 0000899243-21-003334 · doc4.xml · nonDerivative · entry 2 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,055 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.77 to $70.30 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. 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 |
| January 22, 2021 Filed Jan 26, 2021 22:50 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 776 | $69.37 | $53,832.28 |
DisclosureSEC source: 0000899243-21-003334 · doc4.xml · nonDerivative · entry 1 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,774 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 $68.77 to $69.76 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: A portion of these shares represent RSUs. Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 19, 2021 Filed Jan 21, 2021 01:33 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 4,704 | $64.00 | $301,076.23 |
DisclosureSEC source: 0000899243-21-002580 · doc4.xml · nonDerivative · entry 4 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,550 F4 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.57 to $64.505 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: A portion of these shares represent RSUs. Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 17, 2021 Filed Jan 21, 2021 01:33 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 780 | $62.96 | $49,108.80 |
DisclosureSEC source: 0000899243-21-002580 · doc4.xml · nonDerivative · entry 3 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,254 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 |
| January 15, 2021 Filed Jan 21, 2021 01:33 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 2,604 | $62.96 | $163,947.84 |
DisclosureSEC source: 0000899243-21-002580 · doc4.xml · nonDerivative · entry 2 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,034 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 |
| January 15, 2021 Filed Jan 21, 2021 01:33 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 7,147 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-002580 · doc4.xml · nonDerivative · entry 1 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,638 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, 2022, 20% of the RSUs shall vest on January 15, 2023, 30% of the RSUs shall vest on January 15, 2024 and 40% of the RSUs shall vest on January 15, 2025, subject to the Reporting Person's continued service to the Issuer through each vesting date. 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 |
| October 23, 2020 Filed Oct 26, 2020 21:55 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 8,669 | $0.00 Strike: $0.84 | $0.00 |
DisclosureSEC source: 0000899243-20-029262 · doc4.xml · derivative · entry 6 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,879 Underlying: Common Stock · 8,669 shares Expires 2023-04-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| October 23, 2020 Filed Oct 26, 2020 21:55 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 8,669 | $38.21 | $331,206.95 |
DisclosureSEC source: 0000899243-20-029262 · doc4.xml · nonDerivative · entry 4 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,491 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.61 to $38.60 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| October 23, 2020 Filed Oct 26, 2020 21:55 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 8,669 | $0.84 | $7,281.96 |
DisclosureSEC source: 0000899243-20-029262 · doc4.xml · nonDerivative · entry 3 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,160 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| October 22, 2020 Filed Oct 26, 2020 21:55 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 86,237 | $0.00 Strike: $0.84 | $0.00 |
DisclosureSEC source: 0000899243-20-029262 · doc4.xml · derivative · entry 5 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,548 Underlying: Common Stock · 86,237 shares Expires 2023-04-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| October 22, 2020 Filed Oct 26, 2020 21:55 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 86,237 | $37.65 | $3,246,547.09 |
DisclosureSEC source: 0000899243-20-029262 · doc4.xml · nonDerivative · entry 2 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,491 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.50 to $37.98 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| October 22, 2020 Filed Oct 26, 2020 21:55 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 86,237 | $0.84 | $72,439.08 |
DisclosureSEC source: 0000899243-20-029262 · doc4.xml · nonDerivative · entry 1 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,728 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| October 12, 2020 Filed Oct 14, 2020 23:24 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,779 | $0.00 Strike: $0.84 | $0.00 |
DisclosureSEC source: 0000899243-20-028216 · doc4.xml · derivative · entry 3 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,496 Underlying: Common Stock · 6,779 shares Expires 2023-04-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| October 12, 2020 Filed Oct 14, 2020 23:24 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 6,779 | $32.13 | $217,778.76 |
DisclosureSEC source: 0000899243-20-028216 · doc4.xml · nonDerivative · entry 2 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,491 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.82 to $32.34 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| October 12, 2020 Filed Oct 14, 2020 23:24 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 6,779 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-028216 · doc4.xml · nonDerivative · entry 1 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,270 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| September 11, 2020 Filed Sep 15, 2020 22:33 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,779 | $0.00 Strike: $0.84 | $0.00 |
DisclosureSEC source: 0000899243-20-025128 · doc4.xml · derivative · entry 4 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,785 Underlying: Common Stock · 6,779 shares Expires 2023-04-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| September 11, 2020 Filed Sep 15, 2020 22:33 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 34 | $28.60 | $972.40 |
DisclosureSEC source: 0000899243-20-025128 · doc4.xml · nonDerivative · entry 3 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,981 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| September 11, 2020 Filed Sep 15, 2020 22:33 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 6,745 | $27.98 | $188,739.94 |
DisclosureSEC source: 0000899243-20-025128 · doc4.xml · nonDerivative · entry 2 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,015 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.47 to $28.35 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| September 11, 2020 Filed Sep 15, 2020 22:33 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 6,779 | $0.84 | $5,694.36 |
DisclosureSEC source: 0000899243-20-025128 · doc4.xml · nonDerivative · entry 1 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,760 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| August 11, 2020 Filed Aug 12, 2020 21:59 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,779 | $0.00 Strike: $0.84 | $0.00 |
DisclosureSEC source: 0000899243-20-022169 · doc4.xml · derivative · entry 4 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,564 Underlying: Common Stock · 6,779 shares Expires 2023-04-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| August 11, 2020 Filed Aug 12, 2020 21:59 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 500 | $30.75 | $15,377.00 |
DisclosureSEC source: 0000899243-20-022169 · doc4.xml · nonDerivative · entry 3 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,981 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.53 to $30.96 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| August 11, 2020 Filed Aug 12, 2020 21:59 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 6,279 | $30.05 | $188,658.21 |
DisclosureSEC source: 0000899243-20-022169 · doc4.xml · nonDerivative · entry 2 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,481 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.49 to $30.45 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| August 11, 2020 Filed Aug 12, 2020 21:59 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 6,779 | $0.84 | $5,694.36 |
DisclosureSEC source: 0000899243-20-022169 · doc4.xml · nonDerivative · entry 1 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,760 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| May 01, 2020 Filed May 5, 2020 00:43 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,096 | $24.34 | $26,673.79 |
DisclosureSEC source: 0000899243-20-011950 · doc4.xml · nonDerivative · entry 3 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,981 F4 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.82 to $24.63 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: A portion of these shares represent RSUs. Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| April 30, 2020 Filed May 5, 2020 00:43 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 710 | $23.67 | $16,805.70 |
DisclosureSEC source: 0000899243-20-011950 · doc4.xml · nonDerivative · entry 2 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,077 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 00:43 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 1,806 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-011950 · doc4.xml · nonDerivative · entry 1 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,787 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 1,806 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 |
| February 14, 2020 Filed Sep 23, 2020 23:43 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 45,510 | $0.00 Strike: $0.84 | $0.00 |
DisclosureSEC source: 0000899243-20-026202 · doc4.xml · derivative · entry 2 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,833 Underlying: Common Stock · 45,510 shares Expires 2023-04-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. F2 · balance_after: The amount reported does not reflect previously reported transactions that occurred after 02/14/2020. Read SEC document |
| February 14, 2020 Filed Sep 23, 2020 23:43 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 45,510 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-026202 · doc4.xml · nonDerivative · entry 1 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,491 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU respesents a contingent right to receive one share of the Issuer's common stock. F2 · balance_after: The amount reported does not reflect previously reported transactions that occurred after 02/14/2020. Read SEC document |
| February 10, 2020 Filed Feb 13, 2020 01:30 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 266 | $0.00 Strike: $2.03 | $0.00 |
DisclosureSEC source: 0000899243-20-004394 · doc4.xml · derivative · entry 3 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,509 Underlying: Common Stock · 266 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. F3 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| February 10, 2020 Filed Feb 13, 2020 01:30 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 10,955 | $32.85 | $359,872.85 |
DisclosureSEC source: 0000899243-20-004394 · doc4.xml · nonDerivative · entry 2 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,981 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · balance_after: A potion 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 10, 2020 Filed Feb 13, 2020 01:30 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 266 | $2.03 | $539.98 |
DisclosureSEC source: 0000899243-20-004394 · doc4.xml · nonDerivative · entry 1 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,936 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · balance_after: A potion 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 24, 2020 Filed Jan 27, 2020 23:35 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 449 | $27.83 | $12,495.67 |
DisclosureSEC source: 0000899243-20-002075 · doc4.xml · nonDerivative · entry 1 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,670 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of the restricted stock units previously reported in Table I and does not represent a sale by the Reporting Person. Read SEC document |
| January 15, 2020 Filed Jan 23, 2020 11:17 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 73,076 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-001779 · doc4.xml · nonDerivative · entry 1 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,119 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 |
| December 11, 2019 Filed Dec 13, 2019 21:00 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 41,666 | $0.00 Strike: $0.84 | $0.00 |
DisclosureSEC source: 0000899243-19-029149 · doc4.xml · derivative · entry 2 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,343 Underlying: Common Stock · 41,666 shares Expires 2023-04-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| December 11, 2019 Filed Dec 13, 2019 21:00 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 41,666 | $0.84 | $34,999.44 |
DisclosureSEC source: 0000899243-19-029149 · doc4.xml · nonDerivative · entry 1 Altier Thomas · CIK 0001777448 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,043 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 · shares: These shares are subject to a Lock-Up Agreement (the "Lock-up") until January 26, 2020. The terms of the Lock-up permit the exercise of options by the Reporting Person and the shares of Common Stock issued as a result of the exercise are subject to the terms of the Lock-up. No shares of Common Stock were sold by the Reporting Person in connection with the exercise. F2 · balance_after: Includes 11,377 Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2018 Stock Option and Grant Plan. Each RSU represents the right to receive one share of 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.