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 |
|---|---|---|---|---|---|---|
| March 21, 2024 Filed Mar 25, 2024 20:16 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 24,962 | $23.48 | $586,227.58 |
DisclosureSEC source: 0001562180-24-002974 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 729,570 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 21, 2023. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.16 to $24.11 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 |
| January 17, 2024 Filed Jan 18, 2024 21:52 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 41,081 | $24.12 | $990,939.45 |
DisclosureSEC source: 0001562180-24-000529 · primarydocument.xml · nonDerivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 754,532 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 $23.70 to $24.47 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 16, 2024 Filed Jan 18, 2024 21:52 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 2,247 | $24.55 | $55,153.74 |
DisclosureSEC source: 0001562180-24-000529 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 795,613 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 $24.40 to $24.665 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, 2024 Filed Jan 4, 2024 22:31 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 22,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000261 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 797,860 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 four substantially equal annual installments beginning on January 2, 2025. Read SEC document |
| October 31, 2023 Filed Nov 2, 2023 20:36 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option · Derivative | 30,000 | $0.00 Strike: $2.03 | $0.00 |
DisclosureSEC source: 0001562180-23-007503 · primarydocument.xml · derivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,330 Underlying: Common Stock · 30,000 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. F1 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| October 31, 2023 Filed Nov 2, 2023 20:36 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 30,000 | $2.03 | $60,900.00 |
DisclosureSEC source: 0001562180-23-007503 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 775,860 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 |
| October 16, 2023 Filed Oct 17, 2023 22:14 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,971 | $16.61 | $32,736.34 |
DisclosureSEC source: 0001562180-23-007333 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 745,860 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 $16.46 to $16.85 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 |
| September 13, 2023 Filed Sep 14, 2023 21:16 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 156 | $21.20 | $3,307.93 |
DisclosureSEC source: 0001562180-23-006865 · primarydocument.xml · nonDerivative · entry 3 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 747,831 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. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.17 to $21.24 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 |
| September 13, 2023 Filed Sep 14, 2023 21:16 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 3,751 | $20.30 | $76,156.93 |
DisclosureSEC source: 0001562180-23-006865 · primarydocument.xml · nonDerivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 747,987 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. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.11 to $21.05 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 12, 2023 Filed Sep 14, 2023 21:16 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 6,559 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-006865 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 751,738 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, 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 is based on a per share value of $21.27, the closing price of the Issuer's common stock on September 12, 2023. 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 |
| September 08, 2023 Filed Sep 11, 2023 20:25 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Options (Right to buy) · Derivative | 30,000 | $0.00 Strike: $2.03 | $0.00 |
DisclosureSEC source: 0001562180-23-006810 · primarydocument.xml · derivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,330 Underlying: Common Stock · 30,000 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. F1 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| September 08, 2023 Filed Sep 11, 2023 20:25 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 30,000 | $2.03 | $60,900.00 |
DisclosureSEC source: 0001562180-23-006810 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 745,179 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 |
| July 14, 2023 Filed Jul 18, 2023 20:13 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,781 | $33.72 | $60,055.32 |
DisclosureSEC source: 0001562180-23-005949 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 715,179 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 18, 2023 Filed Apr 20, 2023 20:15 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 7,452 | $32.09 | $239,166.72 |
DisclosureSEC source: 0001562180-23-003635 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 716,960 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 16, 2022. 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 $32.21 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 17, 2023 Filed Apr 18, 2023 20:52 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 2,600 | $32.01 | $83,228.86 |
DisclosureSEC source: 0001562180-23-003605 · primarydocument.xml · nonDerivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 724,412 F2 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 16, 2022. 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 $32.03 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 14, 2023 Filed Apr 18, 2023 20:52 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,781 | $31.64 | $56,350.84 |
DisclosureSEC source: 0001562180-23-003605 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 727,012 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 12, 2023 Filed Apr 13, 2023 20:11 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 200 | $32.01 | $6,402.00 |
DisclosureSEC source: 0001562180-23-003544 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 728,793 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 16, 2022. 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 $32.02 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 |
| April 10, 2023 Filed Apr 12, 2023 21:14 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 4,529 | $30.15 | $136,549.35 |
DisclosureSEC source: 0001562180-23-003529 · primarydocument.xml · nonDerivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 728,993 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of fully vested RSUs granted on April 10, 2023 and does not represent a sale by the Reporting Person. Read SEC document |
| April 10, 2023 Filed Apr 12, 2023 21:14 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 8,497 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-003529 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 733,522 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, 2023 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 $30.15, the closing price of the Issuer's common stock on April 10, 2023. The shares underlying the RSUs (excluding shares that are withheld to cover applicable 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). 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, 2023 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 $30.15, the closing price of the Issuer's common stock on April 10, 2023. The shares underlying the RSUs (excluding shares that are withheld to cover applicable 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 17, 2023 Filed Jan 18, 2023 21:49 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 2,233 | $35.00 | $78,155.00 |
DisclosureSEC source: 0001562180-23-000476 · primarydocument.xml · nonDerivative · entry 5 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 725,025 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of restricted stock units ("RSUs") and does not represent a sale by the Reporting Person. Read SEC document |
| January 15, 2023 Filed Jan 18, 2023 21:49 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 45,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-000476 · primarydocument.xml · nonDerivative · entry 4 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 727,258 F2 · shares: The shares reported in this transaction represent 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 four substantially equal annual installments beginning on January 15, 2024. Read SEC document |
| January 15, 2023 Filed Jan 18, 2023 21:49 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 17,007 | $35.41 | $602,217.87 |
DisclosureSEC source: 0001562180-23-000476 · primarydocument.xml · nonDerivative · entry 3 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 682,074 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of restricted stock units ("RSUs") and does not represent a sale by the Reporting Person. Read SEC document |
| January 15, 2023 Filed Jan 18, 2023 21:49 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 2,805 | $35.41 | $99,325.05 |
DisclosureSEC source: 0001562180-23-000476 · primarydocument.xml · nonDerivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 699,081 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of restricted stock units ("RSUs") and does not represent a sale by the Reporting Person. Read SEC document |
| January 14, 2023 Filed Jan 18, 2023 21:49 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,816 | $35.41 | $64,304.56 |
DisclosureSEC source: 0001562180-23-000476 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 701,886 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of restricted stock units ("RSUs") and does not represent a sale by the Reporting Person. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:36 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 597 | $33.17 | $19,800.76 |
DisclosureSEC source: 0001562180-23-000238 · primarydocument.xml · nonDerivative · entry 3 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 703,702 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.89 to $33.32 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 03, 2023 Filed Jan 5, 2023 21:36 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 899 | $32.37 | $29,099.46 |
DisclosureSEC source: 0001562180-23-000238 · primarydocument.xml · nonDerivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 704,299 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.85 to $32.71 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 03, 2023 Filed Jan 5, 2023 21:36 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 8,504 | $31.12 | $264,652.13 |
DisclosureSEC source: 0001562180-23-000238 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 705,198 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.73 to $31.71 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 14, 2022 Filed Oct 18, 2022 20:09 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 2,140 | $22.48 | $48,107.20 |
DisclosureSEC source: 0001562180-22-007233 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 713,702 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 12, 2022 Filed Sep 14, 2022 22:04 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 2,036 | $29.19 | $59,430.84 |
DisclosureSEC source: 0001562180-22-006663 · primarydocument.xml · nonDerivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 715,842 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of fully vested RSUs granted on September 12, 2022 and does not represent a sale by the Reporting Person. Read SEC document |
| September 12, 2022 Filed Sep 14, 2022 22:04 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 3,178 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-22-006663 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 717,878 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 first half of the fiscal year ending January 31, 2023 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 $29.19, the closing price of the Issuer's common stock on September 12, 2022. The shares underlying these RSUs (excluding shares that are withheld to cover applicable 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). 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, 2023 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 $29.19, the closing price of the Issuer's common stock on September 12, 2022. The shares underlying these RSUs (excluding shares that are withheld to cover applicable 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 |
| July 14, 2022 Filed Jul 15, 2022 20:15 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 2,140 | $22.35 | $47,829.00 |
DisclosureSEC source: 0001562180-22-005679 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 714,700 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 14, 2022 Filed Apr 18, 2022 20:08 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,706 | $27.63 | $47,136.78 |
DisclosureSEC source: 0001562180-22-003422 · primarydocument.xml · nonDerivative · entry 3 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 716,840 F4 · shares: Represents shares withheld by the Issuer to satisfy withholding obligations in connection with the vesting and settlement of RSUs and does not represent a sale by the Reporting Person. F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| April 13, 2022 Filed Apr 18, 2022 20:08 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 4,724 | $28.73 | $135,720.52 |
DisclosureSEC source: 0001562180-22-003422 · primarydocument.xml · nonDerivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 718,546 F3 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of fully vested RSUs granted on April 13, 2022 and does not represent a sale by the Reporting Person. F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| April 13, 2022 Filed Apr 18, 2022 20:08 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 9,253 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-22-003422 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 723,270 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, 2022 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 $28.73, the closing price of the Issuer's common stock on April 13, 2022. The shares underlying these RSUs (excluding shares that are withheld to cover applicable 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). 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, 2022 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 $28.73, the closing price of the Issuer's common stock on April 13, 2022. The shares underlying these RSUs (excluding shares that are withheld to cover applicable 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). F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 21, 2022 Filed Jan 24, 2022 21:50 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Options (Right to buy) · Derivative | 25,000 | $0.00 Strike: $2.03 | $0.00 |
DisclosureSEC source: 0001562180-22-000598 · primarydocument.xml · derivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,330 Underlying: Common Stock · 25,000 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. F2 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| January 21, 2022 Filed Jan 24, 2022 21:50 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 25,000 | $2.03 | $50,750.00 |
DisclosureSEC source: 0001562180-22-000598 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 714,017 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 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 17, 2022 Filed Jan 19, 2022 23:05 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,743 | $35.55 | $61,963.65 |
DisclosureSEC source: 0001562180-22-000522 · primarydocument.xml · nonDerivative · entry 3 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 689,017 F3 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of RSUs and does not represent a sale by the Reporting Person. F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 15, 2022 Filed Jan 19, 2022 23:05 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 9,543 | $35.55 | $339,253.65 |
DisclosureSEC source: 0001562180-22-000522 · primarydocument.xml · nonDerivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 690,760 F3 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of RSUs and does not represent a sale by the Reporting Person. F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 14, 2022 Filed Jan 19, 2022 23:05 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 53,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-000522 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700,303 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 6.25% on each quarterly vesting date over four years, beginning on April 14, 2022. F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 11, 2022 Filed Jan 12, 2022 23:19 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Options (Right to buy) · Derivative | 43,750 | $0.00 Strike: $0.84 | $0.00 |
DisclosureSEC source: 0001562180-22-000434 · primarydocument.xml · derivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 43,750 shares Expires 2023-08-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| January 11, 2022 Filed Jan 12, 2022 23:19 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 43,750 | $0.84 | $36,750.00 |
DisclosureSEC source: 0001562180-22-000434 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 646,858 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 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| December 09, 2021 Filed Dec 10, 2021 21:08 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Options (Right to buy) · Derivative | 50,000 | $0.00 Strike: $0.84 | $0.00 |
DisclosureSEC source: 0001562180-21-007624 · primarydocument.xml · derivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,750 Underlying: Common Stock · 50,000 shares Expires 2023-08-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| December 09, 2021 Filed Dec 10, 2021 21:08 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 50,000 | $0.84 | $42,000.00 |
DisclosureSEC source: 0001562180-21-007624 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 603,108 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 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| June 28, 2021 Filed Jun 30, 2021 20:34 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 32,075 | $60.38 | $1,936,755.86 |
DisclosureSEC source: 0001562180-21-004588 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 553,108 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.00 to $60.79 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. F3 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| June 25, 2021 Filed Jun 28, 2021 20:03 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,834 | $60.09 | $110,210.20 |
DisclosureSEC source: 0001562180-21-004515 · primarydocument.xml · nonDerivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 585,183 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.00 to $60.36 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. F3 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| June 24, 2021 Filed Jun 28, 2021 20:03 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 21,091 | $60.05 | $1,266,499.79 |
DisclosureSEC source: 0001562180-21-004515 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 587,017 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.00 to $60.35 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. F3 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 20:17 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 3,514 | $56.65 | $199,076.18 |
DisclosureSEC source: 0001562180-21-004297 · primarydocument.xml · nonDerivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 608,108 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.36 to $56.98 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. F3 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 20:17 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 16,486 | $55.91 | $921,768.53 |
DisclosureSEC source: 0001562180-21-004297 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 611,622 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.36 to $56.34 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. F3 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| May 04, 2021 Filed May 5, 2021 22:53 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Options (Right to buy) · Derivative | 25,000 | $0.00 Strike: $0.84 | $0.00 |
DisclosureSEC source: 0001562180-21-003272 · primarydocument.xml · derivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,750 Underlying: Common Stock · 25,000 shares Expires 2023-08-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| May 04, 2021 Filed May 5, 2021 22:53 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 25,000 | $0.84 | $21,000.00 |
DisclosureSEC source: 0001562180-21-003272 · primarydocument.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 628,108 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 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.