Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Phreesia, Inc.PHR · Entity 2606 | President, Provider Solutions | 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 | 155,000 |
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 155,000 · Balance 155,000 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 155,000 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 155,000 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 18, 2026 Filed Sep 22, 2026 20:29 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 4,476 | $10.42 | $46,639.92 |
DisclosureSEC source: 0001412408-26-000245 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · President, Provider Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,038,138 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 |
| September 14, 2026 Filed Sep 16, 2026 20:30 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 8,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001412408-26-000238 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · President, Provider Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,042,614 F1 · price: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of 50% of the Reporting Person's cash bonus earned for the first half of the fiscal year ending January 31, 2027 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 $10.42, the closing price of the Issuer's common stock on September 14, 2026. Read SEC document |
| September 01, 2026 Filed Sep 28, 2026 23:06 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantPerformance Stock Units · Derivative | 155,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001412408-26-000253 · form4.xml · derivative · entry 1 Roberts Evan · CIK 0001776704 · President, Provider Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,000 Underlying: Common Stock · 155,000 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 155,000 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 00:36 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 192,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001412408-26-000228 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · President, Provider Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,034,501 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 |
| April 09, 2026 Filed Apr 14, 2026 00:04 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 19,626 | $9.15 | $179,577.90 |
DisclosureSEC source: 0001412408-26-000116 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · President, Provider Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 842,501 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 21:31 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 35,573 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001412408-26-000102 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · President, Provider Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 862,127 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. The shares underlying these RSUs (excluding shares that are withheld to satisfy tax withholding obligations) must be held by the Reporting Person until the earlier of (i) the one-year anniversary of the grant date or (ii) a Sale Event (as defined in the Issuer's 2019 Stock Option and Incentive Plan). Read SEC document |
| January 16, 2026 Filed Jan 20, 2026 22:11 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 6,268 | $16.36 | $102,524.42 |
DisclosureSEC source: 0001412408-26-000031 · form4.xml · nonDerivative · entry 2 Roberts Evan · CIK 0001776704 · President, Provider Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 826,554 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 $16.14 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 15, 2026 Filed Jan 20, 2026 22:11 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,810 | $16.38 | $29,646.90 |
DisclosureSEC source: 0001412408-26-000031 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · President, Provider Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 832,822 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 $16.185 to $16.49 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 22:05 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 6,317 | $17.01 | $107,433.85 |
DisclosureSEC source: 0001412408-26-000017 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · President, Provider Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 834,632 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 $16.81 to $17.56 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 |
| December 17, 2025 Filed Dec 19, 2025 22:26 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 44,935 | $0.00 Strike: $4.71 | $0.00 |
DisclosureSEC source: 0001412408-25-000143 · form4.xml · derivative · entry 4 Roberts Evan · CIK 0001776704 · President, Provider Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 44,935 shares Expires 2028-01-30 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_date: This option was fully vested and exercisable as of the date of the reported transaction. Read SEC document |
| December 17, 2025 Filed Dec 19, 2025 22:26 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,065 | $0.00 Strike: $8.03 | $0.00 |
DisclosureSEC source: 0001412408-25-000143 · form4.xml · derivative · entry 3 Roberts Evan · CIK 0001776704 · President, Provider Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,690 Underlying: Common Stock · 5,065 shares Expires 2029-03-26 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_date: This option was fully vested and exercisable as of the date of the reported transaction. Read SEC document |
| December 17, 2025 Filed Dec 19, 2025 22:26 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 5,065 | $8.03 | $40,671.95 |
DisclosureSEC source: 0001412408-25-000143 · form4.xml · nonDerivative · entry 2 Roberts Evan · CIK 0001776704 · President, Provider Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 840,949 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. Read SEC document |
| December 17, 2025 Filed Dec 19, 2025 22:26 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 44,935 | $4.71 | $211,643.85 |
DisclosureSEC source: 0001412408-25-000143 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · President, Provider Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 835,884 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. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 22:45 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 66,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001412408-25-000134 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · President, Provider Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 790,949 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 December 5, 2026, 20% of the RSUs shall vest on December 5, 2027, 30% of the RSUs shall vest on December 5, 2028 and 40% of the RSUs shall vest on December 5, 2029, subject to the Reporting Person's continued service to the Issuer through each vesting date. The grant of RSUs was approved by the Compensation Committee of the Board of Directors on October 1, 2025. Read SEC document |
| October 17, 2025 Filed Oct 21, 2025 20:48 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,888 | $22.36 | $42,217.95 |
DisclosureSEC source: 0001412408-25-000092 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · President, Provider Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 724,949 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 performance-based 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 $22.195 to $22.66 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 21:33 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 3,761 | $23.28 | $87,572.63 |
DisclosureSEC source: 0001412408-25-000078 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · President, Provider Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 726,837 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 20:30 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 6,230 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001412408-25-000068 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · President, Provider Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 730,598 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. The shares underlying these RSUs (excluding shares that are sold in non-discretionary transactions to cover taxes) must be held by the Reporting Person until the earlier of (i) the one-year anniversary of the grant date or (ii) a Sale Event (as defined in the Issuer's 2019 Stock Option and Incentive Plan). Read SEC document |
| August 28, 2025 Filed Aug 29, 2025 20:11 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 3,400 | $32.46 | $110,369.44 |
DisclosureSEC source: 0001127602-25-021029 · form4.xml · nonDerivative · entry 2 Roberts Evan · CIK 0001776704 · President, Provider Solutions 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 724,368 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 15, 2025. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.00 to $32.74 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 |
| August 27, 2025 Filed Aug 29, 2025 20:11 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 45,147 | $32.02 | $1,445,602.43 |
DisclosureSEC source: 0001127602-25-021029 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · President, Provider Solutions 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 727,768 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on April 15, 2025. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.00 to $32.11 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 17, 2025 Filed Jul 21, 2025 20:17 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,892 | $26.89 | $50,867.93 |
DisclosureSEC source: 0001127602-25-019455 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 772,915 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 |
| April 16, 2025 Filed Apr 17, 2025 21:01 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,845 | $23.81 | $43,924.28 |
DisclosureSEC source: 0001127602-25-012306 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 774,807 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 $23.49 to $24.09 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 00:56 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 2,813 | $24.48 | $68,848.18 |
DisclosureSEC source: 0001127602-25-011937 · form4.xml · nonDerivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 776,652 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 00:56 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 4,420 | $23.46 | $103,679.06 |
DisclosureSEC source: 0001127602-25-011937 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 779,465 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 23:09 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 12,865 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-011831 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 783,885 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. The shares underlying these RSUs (excluding shares that are sold in non-discretionary transactions to cover taxes) must be held by the Reporting Person until the earlier of (i) the one-year anniversary of the grant date or (ii) a Sale Event (as defined in the Issuer's 2019 Stock Option and Incentive Plan). Read SEC document |
| February 19, 2025 Filed Feb 20, 2025 21:49 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 177 | $30.00 | $5,310.00 |
DisclosureSEC source: 0001127602-25-006021 · form4.xml · nonDerivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 741,020 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 17, 2024. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 21:49 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 3,519 | $30.06 | $105,763.90 |
DisclosureSEC source: 0001127602-25-006021 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 741,197 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 17, 2024. F2 · 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 $30.34 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 |
| February 14, 2025 Filed Feb 18, 2025 21:38 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 3,586 | $30.13 | $108,039.01 |
DisclosureSEC source: 0001127602-25-005241 · form4.xml · nonDerivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 744,716 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 17, 2024. 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 $30.41 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 |
| February 13, 2025 Filed Feb 18, 2025 21:38 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 16,005 | $30.00 | $480,151.60 |
DisclosureSEC source: 0001127602-25-005241 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 748,302 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 17, 2024. F2 · 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 $30.02 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 27, 2025 Filed Jan 29, 2025 21:46 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 3,235 | $28.15 | $91,066.87 |
DisclosureSEC source: 0001127602-25-002276 · form4.xml · nonDerivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 764,307 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 performance-based 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 $27.75 to $28.39 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 27, 2025 Filed Jan 29, 2025 21:46 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 7,481 | $27.18 | $203,369.49 |
DisclosureSEC source: 0001127602-25-002276 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 767,542 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 performance-based 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 $26.75 to $27.74 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 23, 2025 Filed Jan 25, 2025 00:50 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 19,564 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-001982 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 775,023 F1 · shares: These shares represent common stock awarded due to the vesting of performance-based restricted stock units ("PSUs") for which the performance period ended on January 14, 2025. On January 23, 2025, the Compensation Committee determined and certified the number of shares of common stock earned by the Reporting Person based upon the Issuer's achievement of pre-established performance criteria. The PSUs were awarded under the Issuer's 2019 Stock Option and Incentive Plan. Read SEC document |
| January 21, 2025 Filed Jan 22, 2025 22:08 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 12,749 | $27.31 | $348,184.11 |
DisclosureSEC source: 0001127602-25-001748 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 755,459 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 $27.025 to $27.66 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 15, 2025 Filed Jan 17, 2025 23:02 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,785 | $26.98 | $48,161.62 |
DisclosureSEC source: 0001127602-25-001467 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 768,208 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 $26.6905 to $27.38 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, 2025 Filed Jan 10, 2025 21:30 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 992 | $28.52 | $28,296.50 |
DisclosureSEC source: 0001127602-25-001065 · form4.xml · nonDerivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 769,993 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 17, 2024. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.34 to $28.85 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, 2025 Filed Jan 10, 2025 21:30 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,689 | $27.62 | $46,643.59 |
DisclosureSEC source: 0001127602-25-001065 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 770,985 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 17, 2024. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.30 to $28.24 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 07, 2025 Filed Jan 8, 2025 22:28 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 7,319 | $27.00 | $197,613.00 |
DisclosureSEC source: 0001127602-25-001031 · form4.xml · nonDerivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 772,674 F3 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 17, 2024. Read SEC document |
| January 06, 2025 Filed Jan 8, 2025 22:28 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 2,873 | $26.61 | $76,437.60 |
DisclosureSEC source: 0001127602-25-001031 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 779,993 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 $26.26 to $26.91 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 02, 2025 Filed Jan 7, 2025 01:12 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 53,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-000865 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 782,866 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 2, 2026, 20% of the RSUs shall vest on January 2, 2027, 30% of the RSUs shall vest on January 2, 2028 and 40% of the RSUs shall vest on January 2, 2029, subject to the Reporting Person's continued service to the Issuer through each vesting date. Read SEC document |
| December 10, 2024 Filed Dec 12, 2024 21:17 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 25,000 | $24.09 | $602,160.00 |
DisclosureSEC source: 0001127602-24-029263 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 728,876 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 17, 2024. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.000 to $24.265 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 |
| October 15, 2024 Filed Oct 17, 2024 20:30 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,843 | $21.03 | $38,749.26 |
DisclosureSEC source: 0001127602-24-025705 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 753,876 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 $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 |
| September 10, 2024 Filed Sep 12, 2024 21:55 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 3,148 | $23.25 | $73,191.63 |
DisclosureSEC source: 0001127602-24-023867 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 755,719 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 20:58 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 5,633 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-023719 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 758,867 F1 · price: 1. 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. The shares underlying these RSUs (excluding shares that are sold in non-discretionary transactions to cover taxes) must be held by the Reporting Person until the earlier of (i) the one-year anniversary of the grant date or (ii) a Sale Event (as defined in the Issuer's 2019 Stock Option and Incentive Plan). Read SEC document |
| July 16, 2024 Filed Jul 17, 2024 21:24 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,669 | $23.74 | $39,614.72 |
DisclosureSEC source: 0001127602-24-020612 · form4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 753,234 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. Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 20:13 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 2,029 | $22.86 | $46,377.66 |
DisclosureSEC source: 0001562180-24-003445 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 754,903 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 $22.63 to $23.06 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, 2024 Filed Apr 10, 2024 21:18 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option · Derivative | 23,330 | $0.00 Strike: $2.03 | $0.00 |
DisclosureSEC source: 0001562180-24-003386 · primarydocument.xml · derivative · entry 4 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,330 shares Expires 2024-12-18 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. F4 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| April 09, 2024 Filed Apr 10, 2024 21:18 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 23,330 | $2.03 | $47,359.90 |
DisclosureSEC source: 0001562180-24-003386 · primarydocument.xml · nonDerivative · entry 3 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 756,932 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. Read SEC document |
| April 08, 2024 Filed Apr 10, 2024 21:18 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 72 | $23.02 | $1,657.17 |
DisclosureSEC source: 0001562180-24-003386 · primarydocument.xml · nonDerivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 733,602 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. F3 · 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 $23.04 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, 2024 Filed Apr 10, 2024 21:18 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 7,106 | $22.62 | $160,710.01 |
DisclosureSEC source: 0001562180-24-003386 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 733,674 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 $22.00 to $22.98 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 05, 2024 Filed Apr 9, 2024 23:30 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 12,210 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-24-003369 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 740,780 F1 · shares: 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 ended January 31, 2024 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 are based on a per share value of $21.79, the closing price of the Issuer's common stock on April 5, 2024. The shares underlying the RSUs (excluding shares that are sold in non-discretionary transactions to cover applicable tax obligations) must be held by the Reporting Person until the earlier of (i) the one-year anniversary of the grant date or (ii) a Sale Event (as defined in the Issuer's 2019 Stock Option and Incentive Plan). 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 ended January 31, 2024 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 are based on a per share value of $21.79, the closing price of the Issuer's common stock on April 5, 2024. The shares underlying the RSUs (excluding shares that are sold in non-discretionary transactions to cover applicable tax obligations) must be held by the Reporting Person until the earlier of (i) the one-year anniversary of the grant date or (ii) a Sale Event (as defined in the Issuer's 2019 Stock Option and Incentive Plan). Read SEC document |
| March 21, 2024 Filed Mar 25, 2024 20:16 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,000 | $24.46 | $24,456.80 |
DisclosureSEC source: 0001562180-24-002974 · primarydocument.xml · nonDerivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 728,570 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 21, 2023. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.25 to $24.49 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.