organization · Reporting owner
HLM VENTURE ASSOCIATES II, LLC
Disclosed activity across 1 company
Sign in to followReported 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 December 17, 2019 · Filed December 18, 2019
Jointly reported with HLM VENTURE PARTNERS II, L.P., GRUA PETER J
Section 16 reporting ended · disclosed 2019-12-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,016,938 |
Reported balance
After 2019-12-17 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2019-12-17 · Sale · Disposed 2,181,577 · Balance 2,016,938 F1: 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: Shares held directly by HLM Venture Partners II, L.P. HLM Venture Associates II, L.L.C. is the general partner of HLM Venture Partners II, L.P. Edward L. Cahill and Peter J. Grua (collectively, the "Managing Members") are the managing members of HLM Venture Associates II, L.L.C. and, as such, may be deemed to have shared voting and dispositive power with respect to the issuer's securities held of record by HLM Venture Partners II, L.P. Each of the entities and the Managing Members disclaim beneficial ownership of the securities reported herein, except to the extent of their respective pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the shares for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Shares held directly by HLM Venture Partners II, L.P. HLM Venture Associates II, L.L.C. is the general partner of HLM Venture Partners II, L.P. Edward L. Cahill and Peter J. Grua (collectively, the "Managing Members") are the managing members of HLM Venture Associates II, L.L.C. and, as such, may be deemed to have shared voting and dispositive power with respect to the issuer's securities held of record by HLM Venture Partners II, L.P. Each of the entities and the Managing Members disclaim beneficial ownership of the securities reported herein, except to the extent of their respective pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the shares for purposes of Section 16 or for any other purpose.
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 |
|---|---|---|---|---|---|---|
| December 17, 2019 Filed Dec 18, 2019 21:21 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 2,181,577 | $24.48 | $53,402,823.38 |
DisclosureSEC source: 0000899243-19-029541 · doc4.xml · nonDerivative · entry 1 HLM VENTURE PARTNERS II, L.P. · CIK 0001340660 · 10% owner HLM VENTURE ASSOCIATES II, LLC · CIK 0001591541 · 10% owner GRUA PETER J · CIK 0001242813 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,016,938 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.direct: Shares held directly by HLM Venture Partners II, L.P. HLM Venture Associates II, L.L.C. is the general partner of HLM Venture Partners II, L.P. Edward L. Cahill and Peter J. Grua (collectively, the "Managing Members") are the managing members of HLM Venture Associates II, L.L.C. and, as such, may be deemed to have shared voting and dispositive power with respect to the issuer's securities held of record by HLM Venture Partners II, L.P. Each of the entities and the Managing Members disclaim beneficial ownership of the securities reported herein, except to the extent of their respective pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the shares for purposes of Section 16 or for any other purpose. Read SEC document |
| July 22, 2019 Filed Jul 24, 2019 20:16 UTC | Phreesia, Inc. PHR · Entity 2606 | ConversionSenior A Preferred Stock · Derivative | 911,624 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-020232 · doc4.xml · derivative · entry 5 HLM VENTURE PARTNERS II, L.P. · CIK 0001340660 · 10% owner HLM VENTURE ASSOCIATES II, LLC · CIK 0001591541 · 10% owner CAHILL EDWARD L · CIK 0001025665 · Director · 10% owner GRUA PETER J · CIK 0001242813 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 414,880 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. F3 · 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. F3 · 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 · 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. F3 · 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 HLM Venture Partners II, L.P. HLM Venture Associates II, L.L.C. is the general partner of HLM Venture Partners II, L.P. Edward L. Cahill and Peter J. Grua (collectively, the "Managing Members") are the managing members of HLM Venture Associates II, L.L.C. and, as such, may be deemed to have shared voting and dispositive power with respect to the issuer's securities held of record by HLM Venture Partners II, L.P. Each of the entities and the Managing Members disclaim beneficial ownership of the securities reported herein, except to the extent of their respective pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the shares for purposes of Section 16 or for any other purpose. Read SEC document |
| July 22, 2019 Filed Jul 24, 2019 20:16 UTC | Phreesia, Inc. PHR · Entity 2606 | ConversionJunior Convertible Preferred Stock · Derivative | 9,500,911 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-020232 · doc4.xml · derivative · entry 4 HLM VENTURE PARTNERS II, L.P. · CIK 0001340660 · 10% owner HLM VENTURE ASSOCIATES II, LLC · CIK 0001591541 · 10% owner CAHILL EDWARD L · CIK 0001025665 · Director · 10% owner GRUA PETER J · CIK 0001242813 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 4,323,864 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 Junior Convertible Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Junior Convertible Preferred Stock had no expiration date. F1 · price: Upon the closing of the Issuer's initial public offering, all shares of Junior Convertible Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Junior Convertible Preferred Stock had no expiration date. F1 · derivative.exercise_date: Upon the closing of the Issuer's initial public offering, all shares of Junior Convertible Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Junior Convertible Preferred Stock had no expiration date. F1 · derivative.expiration_date: Upon the closing of the Issuer's initial public offering, all shares of Junior Convertible Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Junior Convertible Preferred Stock had no expiration date. F2 · ownership.nature: Shares held directly by HLM Venture Partners II, L.P. HLM Venture Associates II, L.L.C. is the general partner of HLM Venture Partners II, L.P. Edward L. Cahill and Peter J. Grua (collectively, the "Managing Members") are the managing members of HLM Venture Associates II, L.L.C. and, as such, may be deemed to have shared voting and dispositive power with respect to the issuer's securities held of record by HLM Venture Partners II, L.P. Each of the entities and the Managing Members disclaim beneficial ownership of the securities reported herein, except to the extent of their respective pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the shares for purposes of Section 16 or for any other purpose. Read SEC document |
| July 22, 2019 Filed Jul 24, 2019 20:16 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 540,229 | $18.00 | $9,724,122.00 |
DisclosureSEC source: 0000899243-19-020232 · doc4.xml · nonDerivative · entry 3 HLM VENTURE PARTNERS II, L.P. · CIK 0001340660 · 10% owner HLM VENTURE ASSOCIATES II, LLC · CIK 0001591541 · 10% owner CAHILL EDWARD L · CIK 0001025665 · Director · 10% owner GRUA PETER J · CIK 0001242813 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 4,198,515 F4 · kind: These shares were sold in a firm commitment underwritten public offering pursuant to an underwriting agreement dated as of July 17, 2019 by and among the Issuer, the several underwriters and the selling stockholders identified therein. F2 · ownership.nature: Shares held directly by HLM Venture Partners II, L.P. HLM Venture Associates II, L.L.C. is the general partner of HLM Venture Partners II, L.P. Edward L. Cahill and Peter J. Grua (collectively, the "Managing Members") are the managing members of HLM Venture Associates II, L.L.C. and, as such, may be deemed to have shared voting and dispositive power with respect to the issuer's securities held of record by HLM Venture Partners II, L.P. Each of the entities and the Managing Members disclaim beneficial ownership of the securities reported herein, except to the extent of their respective pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the shares for purposes of Section 16 or for any other purpose. Read SEC document |
| July 22, 2019 Filed Jul 24, 2019 20:16 UTC | Phreesia, Inc. PHR · Entity 2606 | ConversionCommon Stock | 414,880 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-020232 · doc4.xml · nonDerivative · entry 2 HLM VENTURE PARTNERS II, L.P. · CIK 0001340660 · 10% owner HLM VENTURE ASSOCIATES II, LLC · CIK 0001591541 · 10% owner CAHILL EDWARD L · CIK 0001025665 · Director · 10% owner GRUA PETER J · CIK 0001242813 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 4,738,744 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 · 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 HLM Venture Partners II, L.P. HLM Venture Associates II, L.L.C. is the general partner of HLM Venture Partners II, L.P. Edward L. Cahill and Peter J. Grua (collectively, the "Managing Members") are the managing members of HLM Venture Associates II, L.L.C. and, as such, may be deemed to have shared voting and dispositive power with respect to the issuer's securities held of record by HLM Venture Partners II, L.P. Each of the entities and the Managing Members disclaim beneficial ownership of the securities reported herein, except to the extent of their respective pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the shares for purposes of Section 16 or for any other purpose. Read SEC document |
| July 22, 2019 Filed Jul 24, 2019 20:16 UTC | Phreesia, Inc. PHR · Entity 2606 | ConversionCommon Stock | 4,323,864 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-020232 · doc4.xml · nonDerivative · entry 1 HLM VENTURE PARTNERS II, L.P. · CIK 0001340660 · 10% owner HLM VENTURE ASSOCIATES II, LLC · CIK 0001591541 · 10% owner CAHILL EDWARD L · CIK 0001025665 · Director · 10% owner GRUA PETER J · CIK 0001242813 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 4,323,864 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 Junior Convertible Preferred Stock automatically converted into shares of Common Stock of the Issuer on a one-for-2.1973 basis. The Junior Convertible Preferred Stock had no expiration date. F2 · ownership.nature: Shares held directly by HLM Venture Partners II, L.P. HLM Venture Associates II, L.L.C. is the general partner of HLM Venture Partners II, L.P. Edward L. Cahill and Peter J. Grua (collectively, the "Managing Members") are the managing members of HLM Venture Associates II, L.L.C. and, as such, may be deemed to have shared voting and dispositive power with respect to the issuer's securities held of record by HLM Venture Partners II, L.P. Each of the entities and the Managing Members disclaim beneficial ownership of the securities reported herein, except to the extent of their respective pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the shares for 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.