Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
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 June 11, 2020 · Filed February 16, 2021
Section 16 reporting ended · disclosed 2021-02-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2020-06-11 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-06-11 · Other · Disposed 3,618,234 · Balance 0 F1: Represents a pro-rata in-kind distribution of Common Stock of the Issuer by LLR Equity Partners IV, L.P. ("LLR IV") without consideration to its limited partners and its general partner, LLR Capital IV, L.P. F2: Shares held directly by LLR IV. LLR Capital IV, L.P. is the general partner of LLR IV. LLR Capital IV, LLC is the general partner of LLR Capital IV, L.P. Each of these entities expressly disclaims beneficial ownership of the shares listed above except to the extent of any pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2020-06-11 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-06-11 · Other · Disposed 159,164 · Balance 0 F3: Represents a pro-rata in-kind distribution of Common Stock of the Issuer by LLR Equity Partners Parallel IV, L.P. ("LLR Parallel IV") without consideration to its limited partners and its general partner, LLR Capital IV, L.P. F4: Shares held directly by LLR Parallel IV. LLR Capital IV, L.P. is the general partner of LLR Parallel IV. LLR Capital IV, LLC is the general partner of LLR Capital IV, L.P. Each of these entities expressly disclaims beneficial ownership of the shares listed above except to the extent of any pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 551,319 |
Reported balance
After 2020-06-11 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2020-06-11 · Other · Acquired 551,319 · Balance 551,319 F5: Represents the receipt of shares of Common Stock of the Issuer by virtue of the pro-rata in-kind distribution described in footnotes (1) and (3). The shares are held by LLR Capital IV, L.P. The Reporting Person is the general partner of LLR Capital IV, L.P. Each of these entities and expressly disclaims beneficial ownership of the shares listed above except to the extent of any pecuniary interest therein. F6: Shares held directly by LLR Capital IV, L.P. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2020-06-11 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2020-06-11 · Other · Disposed 551,319 · Balance 0 F7: Represents a pro-rata in-kind distribution of Common Stock of the Issuer by LLR Capital IV, L.P. without consideration to its partners. F6: Shares held directly by LLR Capital IV, L.P. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 21,543 |
Reported balance
After 2020-06-11 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2020-06-11 · Other · Acquired 21,543 · Balance 21,543 F9: Represents the receipt of shares of Common Stock of the Issuer by The 2014 Perricelli Investment Trust by virtue of the pro-rata in-kind distributions described above. The Reporting Person expressly disclaims beneficial ownership of the shares listed above except to the extent of any pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | Direct | 44,770 |
Reported balance
After 2020-06-11 transaction · row 5
1 source rowRow 5 · 2020-06-11 · Other · Acquired 44,770 · Balance 44,770 F8: (Represents the receipt of shares of Common Stock of the Issuer by the Reporting Person by virtue of the pro-rata in-kind distributions described above. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a pro-rata in-kind distribution of Common Stock of the Issuer by LLR Equity Partners IV, L.P. ("LLR IV") without consideration to its limited partners and its general partner, LLR Capital IV, L.P.
F2: Shares held directly by LLR IV. LLR Capital IV, L.P. is the general partner of LLR IV. LLR Capital IV, LLC is the general partner of LLR Capital IV, L.P. Each of these entities expressly disclaims beneficial ownership of the shares listed above except to the extent of any pecuniary interest therein.
F3: Represents a pro-rata in-kind distribution of Common Stock of the Issuer by LLR Equity Partners Parallel IV, L.P. ("LLR Parallel IV") without consideration to its limited partners and its general partner, LLR Capital IV, L.P.
F4: Shares held directly by LLR Parallel IV. LLR Capital IV, L.P. is the general partner of LLR Parallel IV. LLR Capital IV, LLC is the general partner of LLR Capital IV, L.P. Each of these entities expressly disclaims beneficial ownership of the shares listed above except to the extent of any pecuniary interest therein.
F5: Represents the receipt of shares of Common Stock of the Issuer by virtue of the pro-rata in-kind distribution described in footnotes (1) and (3). The shares are held by LLR Capital IV, L.P. The Reporting Person is the general partner of LLR Capital IV, L.P. Each of these entities and expressly disclaims beneficial ownership of the shares listed above except to the extent of any pecuniary interest therein.
F6: Shares held directly by LLR Capital IV, L.P.
F7: Represents a pro-rata in-kind distribution of Common Stock of the Issuer by LLR Capital IV, L.P. without consideration to its partners.
F8: (Represents the receipt of shares of Common Stock of the Issuer by the Reporting Person by virtue of the pro-rata in-kind distributions described above.
F9: Represents the receipt of shares of Common Stock of the Issuer by The 2014 Perricelli Investment Trust by virtue of the pro-rata in-kind distributions described above. The Reporting Person expressly disclaims beneficial ownership of the shares listed above except to the extent of any pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| June 11, 2020 Filed Feb 16, 2021 17:39 UTC | Phreesia, Inc. PHR · Entity 2606 | OtherCommon Stock | 21,543 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-006585 · doc4.xml · nonDerivative · entry 6 Perricelli Scott · CIK 0001776725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 21,543 F9 · kind: Represents the receipt of shares of Common Stock of the Issuer by The 2014 Perricelli Investment Trust by virtue of the pro-rata in-kind distributions described above. The Reporting Person expressly disclaims beneficial ownership of the shares listed above except to the extent of any pecuniary interest therein. F9 · ownership.nature: Represents the receipt of shares of Common Stock of the Issuer by The 2014 Perricelli Investment Trust by virtue of the pro-rata in-kind distributions described above. The Reporting Person expressly disclaims beneficial ownership of the shares listed above except to the extent of any pecuniary interest therein. Read SEC document |
| June 11, 2020 Filed Feb 16, 2021 17:39 UTC | Phreesia, Inc. PHR · Entity 2606 | OtherCommon Stock | 44,770 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-006585 · doc4.xml · nonDerivative · entry 5 Perricelli Scott · CIK 0001776725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,770 F8 · kind: (Represents the receipt of shares of Common Stock of the Issuer by the Reporting Person by virtue of the pro-rata in-kind distributions described above. Read SEC document |
| June 11, 2020 Filed Feb 16, 2021 17:39 UTC | Phreesia, Inc. PHR · Entity 2606 | OtherCommon Stock | 551,319 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-006585 · doc4.xml · nonDerivative · entry 4 Perricelli Scott · CIK 0001776725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F7 · kind: Represents a pro-rata in-kind distribution of Common Stock of the Issuer by LLR Capital IV, L.P. without consideration to its partners. F6 · ownership.nature: Shares held directly by LLR Capital IV, L.P. Read SEC document |
| June 11, 2020 Filed Feb 16, 2021 17:39 UTC | Phreesia, Inc. PHR · Entity 2606 | OtherCommon Stock | 551,319 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-006585 · doc4.xml · nonDerivative · entry 3 Perricelli Scott · CIK 0001776725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 551,319 F5 · kind: Represents the receipt of shares of Common Stock of the Issuer by virtue of the pro-rata in-kind distribution described in footnotes (1) and (3). The shares are held by LLR Capital IV, L.P. The Reporting Person is the general partner of LLR Capital IV, L.P. Each of these entities and expressly disclaims beneficial ownership of the shares listed above except to the extent of any pecuniary interest therein. F6 · ownership.nature: Shares held directly by LLR Capital IV, L.P. Read SEC document |
| June 11, 2020 Filed Feb 16, 2021 17:39 UTC | Phreesia, Inc. PHR · Entity 2606 | OtherCommon Stock | 159,164 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-006585 · doc4.xml · nonDerivative · entry 2 Perricelli Scott · CIK 0001776725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F3 · kind: Represents a pro-rata in-kind distribution of Common Stock of the Issuer by LLR Equity Partners Parallel IV, L.P. ("LLR Parallel IV") without consideration to its limited partners and its general partner, LLR Capital IV, L.P. F4 · ownership.nature: Shares held directly by LLR Parallel IV. LLR Capital IV, L.P. is the general partner of LLR Parallel IV. LLR Capital IV, LLC is the general partner of LLR Capital IV, L.P. Each of these entities expressly disclaims beneficial ownership of the shares listed above except to the extent of any pecuniary interest therein. Read SEC document |
| June 11, 2020 Filed Feb 16, 2021 17:39 UTC | Phreesia, Inc. PHR · Entity 2606 | OtherCommon Stock | 3,618,234 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-006585 · doc4.xml · nonDerivative · entry 1 Perricelli Scott · CIK 0001776725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F1 · kind: Represents a pro-rata in-kind distribution of Common Stock of the Issuer by LLR Equity Partners IV, L.P. ("LLR IV") without consideration to its limited partners and its general partner, LLR Capital IV, L.P. F2 · ownership.nature: Shares held directly by LLR IV. LLR Capital IV, L.P. is the general partner of LLR IV. LLR Capital IV, LLC is the general partner of LLR Capital IV, L.P. Each of these entities expressly disclaims beneficial ownership of the shares listed above except to the extent of any pecuniary interest therein. Read SEC document |
| December 17, 2019 Filed Dec 18, 2019 21:28 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 84,272 | $24.48 | $2,062,894.29 |
DisclosureSEC source: 0000899243-19-029549 · doc4.xml · nonDerivative · entry 2 Perricelli Scott · CIK 0001776725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 159,164 F1 · kind: These shares were sold in a firm commitment underwritten public offering pursuant to an underwriting agreement dated as of December 12, 2019 by and among the Issuer, the several underwriters and the selling stockholders identified therein. F3 · ownership.nature: Shares held directly by LLR Equity Partners Parallel IV, L.P. LLR Capital IV, L.P. is the general partner of LLR Equity Partners Parallel IV, L.P. LLR Capital IV, LLC is the general partner of LLR Capital IV, L.P. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his or its pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for the purposes of Section 16 or for any other purpose. Read SEC document |
| December 17, 2019 Filed Dec 18, 2019 21:28 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,915,728 | $24.48 | $46,895,105.71 |
DisclosureSEC source: 0000899243-19-029549 · doc4.xml · nonDerivative · entry 1 Perricelli Scott · CIK 0001776725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,618,234 F1 · kind: These shares were sold in a firm commitment underwritten public offering pursuant to an underwriting agreement dated as of December 12, 2019 by and among the Issuer, the several underwriters and the selling stockholders identified therein. F2 · ownership.nature: Shares held directly by LLR Equity Partners IV, L.P. LLR Capital IV, L.P. is the general partner of LLR Equity Partners IV, L.P. LLR Capital IV, LLC is the general partner of LLR Capital IV, L.P. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his or its pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for the purposes of Section 16 or for any other purpose. Read SEC document |
| July 22, 2019 Filed Jul 24, 2019 20:15 UTC | Phreesia, Inc. PHR · Entity 2606 | ConversionSenior B Preferred Stock · Derivative | 113,980 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-020226 · doc4.xml · derivative · entry 10 Perricelli Scott · CIK 0001776725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 51,872 shares Expires not disclosed 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_price: Upon the closing of the Issuer's initial public offering, all shares of Senior B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Senior B Preferred Stock had no expiration date. F4 · price: Upon the closing of the Issuer's initial public offering, all shares of Senior B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Senior B Preferred Stock had no expiration date. F4 · derivative.exercise_date: Upon the closing of the Issuer's initial public offering, all shares of Senior B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Senior B Preferred Stock had no expiration date. F4 · derivative.expiration_date: Upon the closing of the Issuer's initial public offering, all shares of Senior B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Senior B Preferred Stock had no expiration date. F3 · ownership.nature: Shares held directly by LLR Equity Partners Parallel IV, L.P. LLR Capital IV, L.P. is the general partner of LLR Equity Partners Parallel IV, L.P. LLR Capital IV, LLC is the general partner of LLR Capital IV, L.P. The reporting person disclaims beneficial ownership of these securities except to the extent of his or its pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for the purposes of Section 16 or for any other purpose. Read SEC document |
| July 22, 2019 Filed Jul 24, 2019 20:15 UTC | Phreesia, Inc. PHR · Entity 2606 | ConversionSenior B Preferred Stock · Derivative | 2,591,062 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-020226 · doc4.xml · derivative · entry 9 Perricelli Scott · CIK 0001776725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 1,179,192 shares Expires not disclosed 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_price: Upon the closing of the Issuer's initial public offering, all shares of Senior B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Senior B Preferred Stock had no expiration date. F4 · price: Upon the closing of the Issuer's initial public offering, all shares of Senior B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Senior B Preferred Stock had no expiration date. F4 · derivative.exercise_date: Upon the closing of the Issuer's initial public offering, all shares of Senior B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Senior B Preferred Stock had no expiration date. F4 · derivative.expiration_date: Upon the closing of the Issuer's initial public offering, all shares of Senior B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Senior B Preferred Stock had no expiration date. F2 · ownership.nature: Shares held directly by LLR Equity Partners IV, L.P. LLR Capital IV, L.P. is the general partner of LLR Equity Partners IV, L.P. LLR Capital IV, LLC is the general partner of LLR Capital IV, L.P. The reporting person disclaims beneficial ownership of these securities except to the extent of his or its pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for the purposes of Section 16 or for any other purpose. Read SEC document |
| July 22, 2019 Filed Jul 24, 2019 20:15 UTC | Phreesia, Inc. PHR · Entity 2606 | ConversionSenior A Preferred Stock · Derivative | 489,756 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-020226 · doc4.xml · derivative · entry 8 Perricelli Scott · CIK 0001776725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 222,887 shares Expires not disclosed 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 · derivative.exercise_price: Upon the closing of the Issuer's initial public offering, all shares of Senior A Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Senior A Preferred Stock had no expiration date. F1 · price: Upon the closing of the Issuer's initial public offering, all shares of Senior A Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Senior A Preferred Stock had no expiration date. F1 · derivative.exercise_date: Upon the closing of the Issuer's initial public offering, all shares of Senior A Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Senior A Preferred Stock had no expiration date. F1 · derivative.expiration_date: Upon the closing of the Issuer's initial public offering, all shares of Senior A Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Senior A Preferred Stock had no expiration date. F3 · ownership.nature: Shares held directly by LLR Equity Partners Parallel IV, L.P. LLR Capital IV, L.P. is the general partner of LLR Equity Partners Parallel IV, L.P. LLR Capital IV, LLC is the general partner of LLR Capital IV, L.P. The reporting person disclaims beneficial ownership of these securities except to the extent of his or its pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for the purposes of Section 16 or for any other purpose. Read SEC document |
| July 22, 2019 Filed Jul 24, 2019 20:15 UTC | Phreesia, Inc. PHR · Entity 2606 | ConversionSenior A Preferred Stock · Derivative | 11,133,455 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-020226 · doc4.xml · derivative · entry 7 Perricelli Scott · CIK 0001776725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 5,066,835 shares Expires not disclosed 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 · derivative.exercise_price: Upon the closing of the Issuer's initial public offering, all shares of Senior A Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Senior A Preferred Stock had no expiration date. F1 · price: Upon the closing of the Issuer's initial public offering, all shares of Senior A Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Senior A Preferred Stock had no expiration date. F1 · derivative.exercise_date: Upon the closing of the Issuer's initial public offering, all shares of Senior A Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Senior A Preferred Stock had no expiration date. F1 · derivative.expiration_date: Upon the closing of the Issuer's initial public offering, all shares of Senior A Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Senior A Preferred Stock had no expiration date. F2 · ownership.nature: Shares held directly by LLR Equity Partners IV, L.P. LLR Capital IV, L.P. is the general partner of LLR Equity Partners IV, L.P. LLR Capital IV, LLC is the general partner of LLR Capital IV, L.P. The reporting person disclaims beneficial ownership of these securities except to the extent of his or its pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for the purposes of Section 16 or for any other purpose. Read SEC document |
| July 22, 2019 Filed Jul 24, 2019 20:15 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 31,323 | $18.00 | $563,814.00 |
DisclosureSEC source: 0000899243-19-020226 · doc4.xml · nonDerivative · entry 6 Perricelli Scott · CIK 0001776725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 243,436 F3 · ownership.nature: Shares held directly by LLR Equity Partners Parallel IV, L.P. LLR Capital IV, L.P. is the general partner of LLR Equity Partners Parallel IV, L.P. LLR Capital IV, LLC is the general partner of LLR Capital IV, L.P. The reporting person disclaims beneficial ownership of these securities except to the extent of his or its pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for the purposes of Section 16 or for any other purpose. Read SEC document |
| July 22, 2019 Filed Jul 24, 2019 20:15 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 712,065 | $18.00 | $12,817,170.00 |
DisclosureSEC source: 0000899243-19-020226 · doc4.xml · nonDerivative · entry 5 Perricelli Scott · CIK 0001776725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 5,533,962 F2 · ownership.nature: Shares held directly by LLR Equity Partners IV, L.P. LLR Capital IV, L.P. is the general partner of LLR Equity Partners IV, L.P. LLR Capital IV, LLC is the general partner of LLR Capital IV, L.P. The reporting person disclaims beneficial ownership of these securities except to the extent of his or its pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for the purposes of Section 16 or for any other purpose. Read SEC document |
| July 22, 2019 Filed Jul 24, 2019 20:15 UTC | Phreesia, Inc. PHR · Entity 2606 | ConversionCommon Stock | 51,872 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-020226 · doc4.xml · nonDerivative · entry 4 Perricelli Scott · CIK 0001776725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 274,759 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 · price: Upon the closing of the Issuer's initial public offering, all shares of Senior B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Senior B Preferred Stock had no expiration date. F3 · ownership.nature: Shares held directly by LLR Equity Partners Parallel IV, L.P. LLR Capital IV, L.P. is the general partner of LLR Equity Partners Parallel IV, L.P. LLR Capital IV, LLC is the general partner of LLR Capital IV, L.P. The reporting person disclaims beneficial ownership of these securities except to the extent of his or its pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for the purposes of Section 16 or for any other purpose. Read SEC document |
| July 22, 2019 Filed Jul 24, 2019 20:15 UTC | Phreesia, Inc. PHR · Entity 2606 | ConversionCommon Stock | 1,179,192 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-020226 · doc4.xml · nonDerivative · entry 3 Perricelli Scott · CIK 0001776725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 6,246,027 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 · price: Upon the closing of the Issuer's initial public offering, all shares of Senior B Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Senior B Preferred Stock had no expiration date. F2 · ownership.nature: Shares held directly by LLR Equity Partners IV, L.P. LLR Capital IV, L.P. is the general partner of LLR Equity Partners IV, L.P. LLR Capital IV, LLC is the general partner of LLR Capital IV, L.P. The reporting person disclaims beneficial ownership of these securities except to the extent of his or its pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for the purposes of Section 16 or for any other purpose. Read SEC document |
| July 22, 2019 Filed Jul 24, 2019 20:15 UTC | Phreesia, Inc. PHR · Entity 2606 | ConversionCommon Stock | 222,887 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-020226 · doc4.xml · nonDerivative · entry 2 Perricelli Scott · CIK 0001776725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 222,887 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 · price: Upon the closing of the Issuer's initial public offering, all shares of Senior A Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Senior A Preferred Stock had no expiration date. F3 · ownership.nature: Shares held directly by LLR Equity Partners Parallel IV, L.P. LLR Capital IV, L.P. is the general partner of LLR Equity Partners Parallel IV, L.P. LLR Capital IV, LLC is the general partner of LLR Capital IV, L.P. The reporting person disclaims beneficial ownership of these securities except to the extent of his or its pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for the purposes of Section 16 or for any other purpose. Read SEC document |
| July 22, 2019 Filed Jul 24, 2019 20:15 UTC | Phreesia, Inc. PHR · Entity 2606 | ConversionCommon Stock | 5,066,835 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-020226 · doc4.xml · nonDerivative · entry 1 Perricelli Scott · CIK 0001776725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 5,066,835 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 · price: Upon the closing of the Issuer's initial public offering, all shares of Senior A Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Senior A Preferred Stock had no expiration date. F2 · ownership.nature: Shares held directly by LLR Equity Partners IV, L.P. LLR Capital IV, L.P. is the general partner of LLR Equity Partners IV, L.P. LLR Capital IV, LLC is the general partner of LLR Capital IV, L.P. The reporting person disclaims beneficial ownership of these securities except to the extent of his or its pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for the purposes of Section 16 or for any other purpose. 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.