Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Phreesia, Inc.PHR · Entity 2606 | Principal Accounting Officer | September 01, 2026 | September 28, 2026 |
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 September 01, 2026 · Filed September 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2031-09-01 | Direct | 28,500 |
Reported balance
After 2026-09-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 28,500 · Balance 28,500 F1: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock. F2: The award was granted at a target level of 28,500 PSUs. The number of PSUs that may be earned depends on achievement of specified stock-price hurdles during the performance period beginning September 1, 2026 and ending September 1, 2031. Achievement is measured using the average closing price of the Issuer's common stock over any consecutive 60-trading-day period. Potential payouts are 0%, 50%, 100%, 150% or 200% of the target number of PSUs, subject to the award's interpolation provisions. The applicable hurdles are $17.00, $22.00, $27.00 and $32.00 per share. F3: PSUs earned with respect to an achieved hurdle vest one-third upon certification of achievement, one-third on the first anniversary of certification and one-third on the second anniversary, generally subject to continued service. Any outstanding earned PSUs vest no later than September 1, 2031. Earned and vested PSUs are settled in shares following vesting, subject to the deferred settlement provisions of the award. The actual number earned may range from zero to 200% of the target award. PSUs that are not earned by the end of the performance period are forfeited. Dividend equivalents accrue on the PSUs and are subject to the same earning and vesting conditions. Vested dividend equivalents are settled in shares when the related PSUs are settled. |
Filing footnotes · ownership attribution and instrument terms
F1: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock.
F2: The award was granted at a target level of 28,500 PSUs. The number of PSUs that may be earned depends on achievement of specified stock-price hurdles during the performance period beginning September 1, 2026 and ending September 1, 2031. Achievement is measured using the average closing price of the Issuer's common stock over any consecutive 60-trading-day period. Potential payouts are 0%, 50%, 100%, 150% or 200% of the target number of PSUs, subject to the award's interpolation provisions. The applicable hurdles are $17.00, $22.00, $27.00 and $32.00 per share.
F3: PSUs earned with respect to an achieved hurdle vest one-third upon certification of achievement, one-third on the first anniversary of certification and one-third on the second anniversary, generally subject to continued service. Any outstanding earned PSUs vest no later than September 1, 2031. Earned and vested PSUs are settled in shares following vesting, subject to the deferred settlement provisions of the award. The actual number earned may range from zero to 200% of the target award. PSUs that are not earned by the end of the performance period are forfeited. Dividend equivalents accrue on the PSUs and are subject to the same earning and vesting conditions. Vested dividend equivalents are settled in shares when the related PSUs are settled.
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 |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 28, 2026 23:03 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantPerformance Stock Units · Derivative | 28,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001412408-26-000250 · form4.xml · derivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,500 Underlying: Common Stock · 28,500 shares Expires 2031-09-01 F1 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · shares: The award was granted at a target level of 28,500 PSUs. The number of PSUs that may be earned depends on achievement of specified stock-price hurdles during the performance period beginning September 1, 2026 and ending September 1, 2031. Achievement is measured using the average closing price of the Issuer's common stock over any consecutive 60-trading-day period. Potential payouts are 0%, 50%, 100%, 150% or 200% of the target number of PSUs, subject to the award's interpolation provisions. The applicable hurdles are $17.00, $22.00, $27.00 and $32.00 per share. F3 · derivative.exercise_date: PSUs earned with respect to an achieved hurdle vest one-third upon certification of achievement, one-third on the first anniversary of certification and one-third on the second anniversary, generally subject to continued service. Any outstanding earned PSUs vest no later than September 1, 2031. Earned and vested PSUs are settled in shares following vesting, subject to the deferred settlement provisions of the award. The actual number earned may range from zero to 200% of the target award. PSUs that are not earned by the end of the performance period are forfeited. Dividend equivalents accrue on the PSUs and are subject to the same earning and vesting conditions. Vested dividend equivalents are settled in shares when the related PSUs are settled. F3 · derivative.expiration_date: PSUs earned with respect to an achieved hurdle vest one-third upon certification of achievement, one-third on the first anniversary of certification and one-third on the second anniversary, generally subject to continued service. Any outstanding earned PSUs vest no later than September 1, 2031. Earned and vested PSUs are settled in shares following vesting, subject to the deferred settlement provisions of the award. The actual number earned may range from zero to 200% of the target award. PSUs that are not earned by the end of the performance period are forfeited. Dividend equivalents accrue on the PSUs and are subject to the same earning and vesting conditions. Vested dividend equivalents are settled in shares when the related PSUs are settled. Read SEC document |
| September 01, 2026 Filed Sep 4, 2026 00:34 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 43,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001412408-26-000226 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,724 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 shall vest in five substantially equal annual installments beginning on September 1, 2027, subject to the Reporting Person's continued service to the Issuer through each vesting date. Read SEC document |
| July 16, 2026 Filed Jul 17, 2026 20:08 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,247 | $10.92 | $13,617.24 |
DisclosureSEC source: 0001412408-26-000198 · form4.xml · nonDerivative · entry 2 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 21,724 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 15, 2026. Read SEC document |
| July 15, 2026 Filed Jul 17, 2026 20:08 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 937 | $10.76 | $10,082.12 |
DisclosureSEC source: 0001412408-26-000198 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,971 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| July 06, 2026 Filed Jul 7, 2026 20:26 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,371 | $10.84 | $14,861.64 |
DisclosureSEC source: 0001412408-26-000194 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,908 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 15, 2026. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 20:28 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 1,371 | $8.75 | $11,996.25 |
DisclosureSEC source: 0001412408-26-000191 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,279 F1 · kind: Shares purchased pursuant to the Phreesia, Inc. 2019 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of January 1, 2026 through June 30, 2026. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the Issuer's common stock on June 30, 2026. Read SEC document |
| May 18, 2026 Filed May 20, 2026 20:06 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 325 | $8.77 | $2,850.25 |
DisclosureSEC source: 0001412408-26-000161 · form4.xml · nonDerivative · entry 2 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,908 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| May 18, 2026 Filed May 20, 2026 20:06 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 431 | $8.85 | $3,814.35 |
DisclosureSEC source: 0001412408-26-000161 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,233 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 15, 2026. Read SEC document |
| April 17, 2026 Filed Apr 21, 2026 20:36 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,327 | $9.28 | $12,314.56 |
DisclosureSEC source: 0001412408-26-000131 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,664 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 15, 2026. Read SEC document |
| April 16, 2026 Filed Apr 17, 2026 20:58 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 10,063 | $9.08 | $91,372.04 |
DisclosureSEC source: 0001412408-26-000126 · form4.xml · nonDerivative · entry 3 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,991 F2 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 15, 2026. Read SEC document |
| April 16, 2026 Filed Apr 17, 2026 20:58 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 996 | $9.17 | $9,133.32 |
DisclosureSEC source: 0001412408-26-000126 · form4.xml · nonDerivative · entry 2 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,054 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 20:58 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 314 | $8.56 | $2,687.84 |
DisclosureSEC source: 0001412408-26-000126 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,050 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| April 09, 2026 Filed Apr 14, 2026 00:05 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 5,438 | $9.15 | $49,757.70 |
DisclosureSEC source: 0001412408-26-000118 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,364 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| April 06, 2026 Filed Apr 8, 2026 21:28 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 13,636 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001412408-26-000099 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,802 F1 · price: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the fiscal year ending January 31, 2026 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted is based on a per share value of $9.15, the closing price of the Issuer's common stock on April 6, 2026. Read SEC document |
| January 15, 2026 Filed Jan 16, 2026 22:09 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 379 | $16.17 | $6,128.43 |
DisclosureSEC source: 0001412408-26-000020 · form4.xml · nonDerivative · entry 2 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,166 F3 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 16, 2025. Read SEC document |
| January 14, 2026 Filed Jan 16, 2026 22:09 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 365 | $16.36 | $5,971.00 |
DisclosureSEC source: 0001412408-26-000020 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,545 F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the holder's tax withholding obligations in connection with the settlement of an award of restricted stock units. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.25 to $16.495 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. Read SEC document |
| January 08, 2026 Filed Jan 12, 2026 21:58 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 372 | $17.47 | $6,498.84 |
DisclosureSEC source: 0001412408-26-000014 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,910 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 16, 2025. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:11 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 372 | $14.38 | $5,349.36 |
DisclosureSEC source: 0001412408-26-000004 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,282 F1 · kind: Shares purchased pursuant to the Phreesia, Inc. 2019 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of July 1, 2025 through December 31, 2025. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the Issuer's common stock on December 31, 2025. Read SEC document |
| December 17, 2025 Filed Dec 19, 2025 22:25 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 426 | $16.25 | $6,922.50 |
DisclosureSEC source: 0001412408-25-000142 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,910 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 16, 2025. Read SEC document |
| October 15, 2025 Filed Oct 17, 2025 20:18 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 302 | $23.05 | $6,960.50 |
DisclosureSEC source: 0001412408-25-000088 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,336 F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the holder's tax withholding obligations in connection with the settlement of an award of restricted stock units. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.84 to $23.265 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. Read SEC document |
| September 16, 2025 Filed Sep 18, 2025 21:42 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 940 | $23.28 | $21,887.34 |
DisclosureSEC source: 0001412408-25-000082 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,638 F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the Reporting Person's tax withholding obligations in connection with the settlement of an award of restricted stock units. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.83 to $23.69 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. Read SEC document |
| September 11, 2025 Filed Sep 15, 2025 20:27 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 2,388 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001412408-25-000065 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,578 F1 · price: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the first half of the fiscal year ending January 31, 2026 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted is based on a per share value of $25.48, the closing price of the Issuer's common stock on September 11, 2025. Read SEC document |
| July 18, 2025 Filed Jul 21, 2025 20:21 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 626 | $26.23 | $16,419.98 |
DisclosureSEC source: 0001127602-25-019458 · form4.xml · nonDerivative · entry 2 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,190 F3 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 16, 2024. Read SEC document |
| July 17, 2025 Filed Jul 21, 2025 20:21 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 465 | $26.89 | $12,501.90 |
DisclosureSEC source: 0001127602-25-019458 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,816 F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the holder's tax withholding obligations in connection with the settlement of an award of restricted stock units. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.38 to $27.29 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. Read SEC document |
| July 16, 2025 Filed Jul 17, 2025 23:26 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 422 | $26.95 | $11,372.90 |
DisclosureSEC source: 0001127602-25-019376 · form4.xml · nonDerivative · entry 2 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,281 F3 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 16, 2024. Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 23:26 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 307 | $27.27 | $8,371.83 |
DisclosureSEC source: 0001127602-25-019376 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,703 F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the holder's tax withholding obligations in connection with the settlement of an award of restricted stock units. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.96 to $27.58 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. Read SEC document |
| July 07, 2025 Filed Jul 8, 2025 21:21 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 571 | $28.85 | $16,473.35 |
DisclosureSEC source: 0001127602-25-019031 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,010 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 16, 2024. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:20 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 571 | $21.41 | $12,225.11 |
DisclosureSEC source: 0001127602-25-018661 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,581 F1 · kind: Shares purchased pursuant to the Phreesia, Inc. 2019 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of January 1, 2025 through June 30, 2025. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the Issuer's common stock on January 2, 2025. Read SEC document |
| June 10, 2025 Filed Jun 11, 2025 21:18 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 582 | $28.00 | $16,296.00 |
DisclosureSEC source: 0001127602-25-017302 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,010 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 16, 2024. Read SEC document |
| May 15, 2025 Filed May 16, 2025 21:02 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 9,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-014768 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,592 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 May 15, 2026, 20% of the RSUs shall vest on May 15, 2027, 30% of the RSUs shall vest on May 15, 2028 and 40% of the RSUs shall vest on May 15, 2029, subject to the Reporting Person's continued service to the Issuer through each vesting date. Read SEC document |
| April 22, 2025 Filed Apr 23, 2025 20:15 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,330 | $23.70 | $31,521.00 |
DisclosureSEC source: 0001127602-25-012492 · form4.xml · nonDerivative · entry 2 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,592 F3 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 16, 2024. Read SEC document |
| April 21, 2025 Filed Apr 23, 2025 20:15 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 993 | $23.04 | $22,880.51 |
DisclosureSEC source: 0001127602-25-012492 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,922 F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the holder's tax withholding obligations in connection with the settlement of an award of restricted stock units. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.75 to $23.675 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. Read SEC document |
| April 16, 2025 Filed Apr 17, 2025 21:00 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 418 | $23.66 | $9,889.88 |
DisclosureSEC source: 0001127602-25-012304 · form4.xml · nonDerivative · entry 2 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,915 F3 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 16, 2024. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 21:00 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 314 | $24.04 | $7,549.56 |
DisclosureSEC source: 0001127602-25-012304 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,333 F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the holder's tax withholding obligations in connection with the settlement of an award of restricted stock units. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.53 to $24.42 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. Read SEC document |
| April 09, 2025 Filed Apr 11, 2025 00:55 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 2,802 | $23.23 | $65,090.46 |
DisclosureSEC source: 0001127602-25-011936 · form4.xml · nonDerivative · entry 3 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,647 F4 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 16, 2024. Read SEC document |
| April 08, 2025 Filed Apr 11, 2025 00:55 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 730 | $24.48 | $17,866.75 |
DisclosureSEC source: 0001127602-25-011936 · form4.xml · nonDerivative · entry 2 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 28,449 F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the holder's tax withholding obligations in connection with the settlement of an award of restricted stock units. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.00 to $24.915 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. Read SEC document |
| April 08, 2025 Filed Apr 11, 2025 00:55 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,148 | $23.46 | $26,928.41 |
DisclosureSEC source: 0001127602-25-011936 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,179 F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the holder's tax withholding obligations in connection with the settlement of an award of restricted stock units. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.00 to $23.995 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. Read SEC document |
| April 04, 2025 Filed Apr 8, 2025 23:25 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 4,680 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-011834 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,327 F1 · price: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the fiscal year ending January 31, 2025 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted is based on a per share value of $24.31, the closing price of the Issuer's common stock on April 4, 2025. Read SEC document |
| January 24, 2025 Filed Jan 27, 2025 21:30 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 127 | $28.00 | $3,556.00 |
DisclosureSEC source: 0001127602-25-002022 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,647 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 16, 2024. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 23:05 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 381 | $26.87 | $10,237.47 |
DisclosureSEC source: 0001127602-25-001469 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,774 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 16, 2024. Read SEC document |
| January 14, 2025 Filed Jan 16, 2025 21:14 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 362 | $26.38 | $9,548.47 |
DisclosureSEC source: 0001127602-25-001333 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,155 F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the holder's tax withholding obligations in connection with the settlement of an award of restricted stock units. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.16 to $26.6825 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. Read SEC document |
| January 10, 2025 Filed Jan 13, 2025 22:50 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 388 | $27.85 | $10,805.80 |
DisclosureSEC source: 0001127602-25-001120 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,517 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 16, 2024. Read SEC document |
| January 08, 2025 Filed Jan 10, 2025 21:28 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 288 | $28.00 | $8,064.00 |
DisclosureSEC source: 0001127602-25-001062 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,905 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 16, 2024. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:29 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 388 | $17.57 | $6,817.16 |
DisclosureSEC source: 0001127602-25-000446 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,193 F1 · kind: Shares purchased pursuant to the Phreesia, Inc. 2019 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of July 1, 2024 through December 31, 2024. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the Issuer's common stock on July 1, 2024. Read SEC document |
| October 16, 2024 Filed Oct 17, 2024 20:27 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 423 | $21.33 | $9,022.59 |
DisclosureSEC source: 0001127602-24-025701 · form4.xml · nonDerivative · entry 3 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,805 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 16, 2024. Read SEC document |
| October 15, 2024 Filed Oct 17, 2024 20:27 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 306 | $21.03 | $6,433.68 |
DisclosureSEC source: 0001127602-24-025701 · form4.xml · nonDerivative · entry 2 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,228 F2 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the Reporting Person's tax withholding obligations in connection with the settlement of an award of restricted stock units. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.755 to $21.34 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. Read SEC document |
| October 15, 2024 Filed Oct 17, 2024 20:27 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 2,485 | $20.91 | $51,961.35 |
DisclosureSEC source: 0001127602-24-025701 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,534 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 16, 2024. Read SEC document |
| September 10, 2024 Filed Sep 12, 2024 22:02 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 744 | $23.25 | $17,298.15 |
DisclosureSEC source: 0001127602-24-023873 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,019 F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the reporting person's tax withholding obligations in connection with the settlement of an award of RSUs. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.94 to $23.17 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. Read SEC document |
| September 06, 2024 Filed Sep 10, 2024 21:04 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 2,049 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-023724 · form4.xml · nonDerivative · entry 1 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,763 F1 · price: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the first half of the fiscal year ending January 31, 2025 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted is based on a per share value of $23.55, the closing price of the Issuer's common stock on September 6, 2024. Read SEC document |
| July 16, 2024 Filed Jul 17, 2024 21:29 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 283 | $23.74 | $6,717.17 |
DisclosureSEC source: 0001127602-24-020616 · form4.xml · nonDerivative · entry 2 Hui Yvonne · CIK 0002027089 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,714 F2 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the reporting person's tax withholding obligations in connection with the settlement of an award of 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.