Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Phreesia, Inc.PHR · Entity 2606 | Chief Technology Officer | July 31, 2020 | August 04, 2020 |
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 July 31, 2020 · Filed August 04, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 56,392 |
Last balance in matching sequence
After 2020-07-31 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2020-07-31 · Exercise / conversion · Acquired 7,000 · Balance 65,196 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 · 2020-07-31 · Sale · Disposed 8,804 · Balance 56,392 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 $30.00 to $30.20 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 $0.69 · Expires 2022-06-18 | Direct | 18,030 |
Reported balance
After 2020-07-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-07-31 · Exercise / conversion · Disposed 7,000 · Balance 18,030 F1: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F4: This option is fully vested and exercisable as of the date hereof. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 7,963 |
Reported balance
Holding disclosure · report date 2020-07-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 7,963 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. |
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 $30.00 to $30.20 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: This option is fully vested and exercisable as of the date hereof.
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 |
|---|---|---|---|---|---|---|
| July 31, 2020 Filed Aug 4, 2020 22:22 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 7,000 | $0.00 Strike: $0.69 | $0.00 |
DisclosureSEC source: 0000899243-20-021196 · doc4.xml · derivative · entry 4 Nathan Daniel · CIK 0001777126 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,030 Underlying: Common Stock · 7,000 shares Expires 2022-06-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F4 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| July 31, 2020 Filed Aug 4, 2020 22:22 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 8,804 | $30.03 | $264,391.16 |
DisclosureSEC source: 0000899243-20-021196 · doc4.xml · nonDerivative · entry 2 Nathan Daniel · CIK 0001777126 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,392 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 $30.00 to $30.20 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 31, 2020 Filed Aug 4, 2020 22:22 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 7,000 | $0.69 | $4,830.00 |
DisclosureSEC source: 0000899243-20-021196 · doc4.xml · nonDerivative · entry 1 Nathan Daniel · CIK 0001777126 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,196 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 | 38,683 | $0.00 Strike: $0.84 | $0.00 |
DisclosureSEC source: 0000899243-20-019825 · doc4.xml · derivative · entry 4 Nathan Daniel · CIK 0001777126 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 Underlying: Common Stock · 38,683 shares Expires 2023-08-19 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: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| July 17, 2020 Filed Jul 21, 2020 22:49 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 38,683 | $29.25 | $1,131,431.33 |
DisclosureSEC source: 0000899243-20-019825 · doc4.xml · nonDerivative · entry 2 Nathan Daniel · CIK 0001777126 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 7,963 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 $29.00 to $29.65 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 | 38,683 | $0.84 | $32,493.72 |
DisclosureSEC source: 0000899243-20-019825 · doc4.xml · nonDerivative · entry 1 Nathan Daniel · CIK 0001777126 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 46,646 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 00:38 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,470 | $23.67 | $34,794.90 |
DisclosureSEC source: 0000899243-20-011943 · doc4.xml · nonDerivative · entry 2 Nathan Daniel · CIK 0001777126 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,196 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 00:38 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 2,746 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-011943 · doc4.xml · nonDerivative · entry 1 Nathan Daniel · CIK 0001777126 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,666 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 2,746 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 19, 2020 Filed Feb 21, 2020 21:26 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 9,142 | $33.70 | $308,107.34 |
DisclosureSEC source: 0000899243-20-005484 · doc4.xml · nonDerivative · entry 1 Nathan Daniel · CIK 0001777126 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,920 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 21:59 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,826 | $0.00 Strike: $0.73 | $0.00 |
DisclosureSEC source: 0000899243-20-005311 · doc4.xml · derivative · entry 3 Nathan Daniel · CIK 0001777126 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,826 shares Expires 2020-02-25 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 18, 2020 Filed Feb 20, 2020 21:59 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 9,061 | $32.82 | $297,398.33 |
DisclosureSEC source: 0000899243-20-005311 · doc4.xml · nonDerivative · entry 2 Nathan Daniel · CIK 0001777126 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,062 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 21:59 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 6,826 | $0.73 | $4,982.98 |
DisclosureSEC source: 0000899243-20-005311 · doc4.xml · nonDerivative · entry 1 Nathan Daniel · CIK 0001777126 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,123 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 24, 2020 Filed Jan 27, 2020 23:36 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 610 | $27.83 | $16,976.30 |
DisclosureSEC source: 0000899243-20-002076 · doc4.xml · nonDerivative · entry 1 Nathan Daniel · CIK 0001777126 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,297 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 11:16 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 46,153 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-001775 · doc4.xml · nonDerivative · entry 1 Nathan Daniel · CIK 0001777126 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,907 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.