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 July 22, 2019 · Filed July 24, 2019
Jointly reported with Ascension Health Ventures II, LLC
Section 16 reporting ended · disclosed 2019-07-24. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy CHV II, L.P. | 1,934,225 |
Reported balance
After 2019-07-22 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2019-07-22 · Conversion · Acquired 1,934,225 · Balance 1,934,225 F1: 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: Shares held directly by CHV II, L.P. Ascension Health Ventures II, LLC dba Ascension Ventures II, LLC is the general partner of CHV II, 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 | IndirectBy CHV II, L.P. | 2,452,825 |
Reported balance
After 2019-07-22 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2019-07-22 · Conversion · Acquired 518,600 · Balance 2,452,825 F3: 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: Shares held directly by CHV II, L.P. Ascension Health Ventures II, LLC dba Ascension Ventures II, LLC is the general partner of CHV II, 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 | IndirectBy CHV II, L.P. | 2,945,249 |
Reported balance
After 2019-07-22 transaction · row 3
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 3 · 2019-07-22 · Conversion · Acquired 492,424 · Balance 2,945,249 F4: 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: Shares held directly by CHV II, L.P. Ascension Health Ventures II, LLC dba Ascension Ventures II, LLC is the general partner of CHV II, 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 | IndirectBy CHV II, L.P. | 2,609,482 |
Reported balance
After 2019-07-22 transaction · row 4
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 4 · 2019-07-22 · Sale · Acquired 335,767 · Balance 2,609,482 F2: Shares held directly by CHV II, L.P. Ascension Health Ventures II, LLC dba Ascension Ventures II, LLC is the general partner of CHV II, L.P. Each of these entities expressly disclaims beneficial ownership of the shares listed above except to the extent of any pecuniary interest therein. |
| Junior Convertible Preferred StockSEC Table II · derivative / convertible security | IndirectBy CHV II, L.P. | 0 |
Reported balance
After 2019-07-22 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-07-22 · Conversion · Disposed 4,250,111 · Balance 0 F1: 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: Shares held directly by CHV II, L.P. Ascension Health Ventures II, LLC dba Ascension Ventures II, LLC is the general partner of CHV II, L.P. Each of these entities expressly disclaims beneficial ownership of the shares listed above except to the extent of any pecuniary interest therein. |
| Senior A Preferred StockSEC Table II · derivative / convertible security | IndirectBy CHV II, L.P. | 0 |
Reported balance
After 2019-07-22 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-07-22 · Conversion · Disposed 1,082,016 · Balance 0 F3: 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: Shares held directly by CHV II, L.P. Ascension Health Ventures II, LLC dba Ascension Ventures II, LLC is the general partner of CHV II, L.P. Each of these entities expressly disclaims beneficial ownership of the shares listed above except to the extent of any pecuniary interest therein. |
| Senior B Preferred StockSEC Table II · derivative / convertible security | IndirectBy CHV II, L.P. | 0 |
Reported balance
After 2019-07-22 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-07-22 · Conversion · Disposed 1,139,530 · Balance 0 F4: 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: Shares held directly by CHV II, L.P. Ascension Health Ventures II, LLC dba Ascension Ventures II, LLC is the general partner of CHV II, L.P. Each of these entities expressly disclaims beneficial ownership of the shares listed above except to the extent of any pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Shares held directly by CHV II, L.P. Ascension Health Ventures II, LLC dba Ascension Ventures II, LLC is the general partner of CHV II, 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: 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.
F4: 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.
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 22, 2019 Filed Jul 24, 2019 20:15 UTC | Phreesia, Inc. PHR · Entity 2606 | ConversionSenior B Preferred Stock · Derivative | 1,139,530 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-020229 · doc4.xml · derivative · entry 7 CHV II, L.P. · CIK 0001615761 · 10% owner Ascension Health Ventures II, LLC · CIK 0001615604 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By CHV II, L.P. Disclosed balance after: 0 Underlying: Common Stock · 492,424 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 CHV II, L.P. Ascension Health Ventures II, LLC dba Ascension Ventures II, LLC is the general partner of CHV II, 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 |
| July 22, 2019 Filed Jul 24, 2019 20:15 UTC | Phreesia, Inc. PHR · Entity 2606 | ConversionSenior A Preferred Stock · Derivative | 1,082,016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-020229 · doc4.xml · derivative · entry 6 CHV II, L.P. · CIK 0001615761 · 10% owner Ascension Health Ventures II, LLC · CIK 0001615604 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By CHV II, L.P. Disclosed balance after: 0 Underlying: Common Stock · 518,600 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 CHV II, L.P. Ascension Health Ventures II, LLC dba Ascension Ventures II, LLC is the general partner of CHV II, 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 |
| July 22, 2019 Filed Jul 24, 2019 20:15 UTC | Phreesia, Inc. PHR · Entity 2606 | ConversionJunior Convertible Preferred Stock · Derivative | 4,250,111 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-020229 · doc4.xml · derivative · entry 5 CHV II, L.P. · CIK 0001615761 · 10% owner Ascension Health Ventures II, LLC · CIK 0001615604 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By CHV II, L.P. Disclosed balance after: 0 Underlying: Common Stock · 1,934,225 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 CHV II, L.P. Ascension Health Ventures II, LLC dba Ascension Ventures II, LLC is the general partner of CHV II, 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 |
| July 22, 2019 Filed Jul 24, 2019 20:15 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 335,767 | $18.00 | $6,043,806.00 |
DisclosureSEC source: 0000899243-19-020229 · doc4.xml · nonDerivative · entry 4 CHV II, L.P. · CIK 0001615761 · 10% owner Ascension Health Ventures II, LLC · CIK 0001615604 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By CHV II, L.P. Disclosed balance after: 2,609,482 F2 · ownership.nature: Shares held directly by CHV II, L.P. Ascension Health Ventures II, LLC dba Ascension Ventures II, LLC is the general partner of CHV II, 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 |
| July 22, 2019 Filed Jul 24, 2019 20:15 UTC | Phreesia, Inc. PHR · Entity 2606 | ConversionCommon Stock | 492,424 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-020229 · doc4.xml · nonDerivative · entry 3 CHV II, L.P. · CIK 0001615761 · 10% owner Ascension Health Ventures II, LLC · CIK 0001615604 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By CHV II, L.P. Disclosed balance after: 2,945,249 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 CHV II, L.P. Ascension Health Ventures II, LLC dba Ascension Ventures II, LLC is the general partner of CHV II, 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 |
| July 22, 2019 Filed Jul 24, 2019 20:15 UTC | Phreesia, Inc. PHR · Entity 2606 | ConversionCommon Stock | 518,600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-020229 · doc4.xml · nonDerivative · entry 2 CHV II, L.P. · CIK 0001615761 · 10% owner Ascension Health Ventures II, LLC · CIK 0001615604 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By CHV II, L.P. Disclosed balance after: 2,452,825 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 CHV II, L.P. Ascension Health Ventures II, LLC dba Ascension Ventures II, LLC is the general partner of CHV II, 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 |
| July 22, 2019 Filed Jul 24, 2019 20:15 UTC | Phreesia, Inc. PHR · Entity 2606 | ConversionCommon Stock | 1,934,225 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-020229 · doc4.xml · nonDerivative · entry 1 CHV II, L.P. · CIK 0001615761 · 10% owner Ascension Health Ventures II, LLC · CIK 0001615604 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By CHV II, L.P. Disclosed balance after: 1,934,225 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 CHV II, L.P. Ascension Health Ventures II, LLC dba Ascension Ventures II, LLC is the general partner of CHV II, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.