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 |
|---|---|---|---|---|---|---|
| January 26, 2021 Filed Mar 17, 2025 20:36 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 30,000 | $0.00 Strike: $0.84 | $0.00 |
DisclosureSEC source: 0001127602-25-009698 · form5.xml · derivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,000 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. F1 · kind: Reflects an option exercise that was not previously reported due to a vendor administrative oversight. Forms 4 filed after the date of exercise underreported total common stock holdings by 30,000 shares. F2 · derivative.exercise_date: This option was fully vested and exercisable as of the date of the reported transaction. Read SEC document |
| January 26, 2021 Filed Mar 17, 2025 20:36 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 30,000 | $0.84 | $25,200.00 |
DisclosureSEC source: 0001127602-25-009698 · form5.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 794,307 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 · kind: Reflects an option exercise that was not previously reported due to a vendor administrative oversight. Forms 4 filed after the date of exercise underreported total common stock holdings by 30,000 shares. Read SEC document |
| January 19, 2021 Filed Jan 21, 2021 01:27 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 300 | $64.30 | $19,290.99 |
DisclosureSEC source: 0000899243-21-002572 · doc4.xml · nonDerivative · entry 5 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 603,108 F4 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.20 to $64.45 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. F2 · balance_after: A portion of these shares represent RSUs. Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 19, 2021 Filed Jan 21, 2021 01:27 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 5,200 | $63.85 | $332,007.52 |
DisclosureSEC source: 0000899243-21-002572 · doc4.xml · nonDerivative · entry 4 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 603,408 F4 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.20 to $64.19 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. F2 · balance_after: A portion of these shares represent RSUs. Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 17, 2021 Filed Jan 21, 2021 01:27 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 872 | $62.96 | $54,901.12 |
DisclosureSEC source: 0000899243-21-002572 · doc4.xml · nonDerivative · entry 3 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 608,608 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 respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 15, 2021 Filed Jan 21, 2021 01:27 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 4,496 | $62.96 | $283,068.16 |
DisclosureSEC source: 0000899243-21-002572 · doc4.xml · nonDerivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 609,480 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 respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 15, 2021 Filed Jan 21, 2021 01:27 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 28,589 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-002572 · doc4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 613,976 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 15, 2022, 20% of the RSUs shall vest on January 15, 2023, 30% of the RSUs shall vest on January 15, 2024 and 40% of the RSUs shall vest on January 15, 2025, subject to the Reporting Person's continued service to the Issuer through each vesting date. F2 · balance_after: A portion of these shares represent RSUs. Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 05, 2021 Filed Jan 7, 2021 01:39 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 575 | $0.00 Strike: $4.71 | $0.00 |
DisclosureSEC source: 0000899243-21-000770 · doc4.xml · derivative · entry 8 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,935 Underlying: Common Stock · 575 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 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F9 · derivative.exercise_date: 25% of this option vested and became exercisable on January 31, 2019, with the remainder vesting in thirty-six (36) equal monthly installments thereafter. Read SEC document |
| January 05, 2021 Filed Jan 7, 2021 01:39 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 5,193 | $53.94 | $280,084.46 |
DisclosureSEC source: 0000899243-21-000770 · doc4.xml · nonDerivative · entry 7 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 585,387 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.67 to $54.20 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 respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 05, 2021 Filed Jan 7, 2021 01:39 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 16,275 | $53.26 | $866,882.99 |
DisclosureSEC source: 0000899243-21-000770 · doc4.xml · nonDerivative · entry 6 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 590,580 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.66 to $53.64 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 respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 05, 2021 Filed Jan 7, 2021 01:39 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 575 | $4.71 | $2,708.25 |
DisclosureSEC source: 0000899243-21-000770 · doc4.xml · nonDerivative · entry 5 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 606,855 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 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F3 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 04, 2021 Filed Jan 7, 2021 01:39 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,100 | $54.25 | $59,678.96 |
DisclosureSEC source: 0000899243-21-000770 · doc4.xml · nonDerivative · entry 4 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 606,280 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.22 to $54.28 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 respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 04, 2021 Filed Jan 7, 2021 01:39 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 7,035 | $53.39 | $375,622.57 |
DisclosureSEC source: 0000899243-21-000770 · doc4.xml · nonDerivative · entry 3 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 607,380 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.20 to $53.97 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 respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 04, 2021 Filed Jan 7, 2021 01:39 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 42,382 | $52.74 | $2,235,353.83 |
DisclosureSEC source: 0000899243-21-000770 · doc4.xml · nonDerivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 614,415 F1 · kind: This transaction was effected pursuant to a 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 $52.20 to $53.19 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 respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 04, 2021 Filed Jan 7, 2021 01:39 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 29,728 | $51.84 | $1,540,959.80 |
DisclosureSEC source: 0000899243-21-000770 · doc4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 656,797 F1 · kind: This transaction was effected pursuant to a 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 $51.20 to $52.19 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 respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 22:48 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 14,774 | $30.93 | $456,952.43 |
DisclosureSEC source: 0000899243-20-027363 · doc4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 686,525 F1 · kind: This transaction was effected pursuant to a 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 $30.39 to $31.30 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 RSUs. Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 22:07 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 12,500 | $28.45 | $355,622.50 |
DisclosureSEC source: 0000950123-20-006693 · doc4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 701,299 F1 · kind: This transaction was effected pursuant to a 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 $28.21 to $28.645 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 respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| April 30, 2020 Filed May 5, 2020 00:40 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 795 | $23.67 | $18,817.65 |
DisclosureSEC source: 0000899243-20-011946 · doc4.xml · nonDerivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 713,799 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 respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| April 30, 2020 Filed May 5, 2020 00:40 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 1,806 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-011946 · doc4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 714,594 F1 · shares: On August 5, 2019, the Reporting Person was granted certain performance-based Restricted Stock Units ("RSUs") under the Phreesia, Inc. 2019 Stock Option and Incentive Plan, the vesting of which was subject to the achievement of certain performance criteria. As of the transaction date, the performance criteria were met, resulting in the vesting of 1,806 RSUs. F2 · balance_after: A portion of these shares represent RSUs. Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 21:00 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $0.84 | $0.00 |
DisclosureSEC source: 0000899243-20-008629 · doc4.xml · derivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,750 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 |
| March 13, 2020 Filed Mar 17, 2020 21:00 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 25,000 | $0.84 | $21,000.00 |
DisclosureSEC source: 0000899243-20-008629 · doc4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 712,788 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 the right to receive one share of Common Stock. Read SEC document |
| March 09, 2020 Filed Mar 10, 2020 21:23 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $0.84 | $0.00 |
DisclosureSEC source: 0000899243-20-007763 · doc4.xml · derivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,750 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 |
| March 09, 2020 Filed Mar 10, 2020 21:23 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 50,000 | $0.84 | $42,000.00 |
DisclosureSEC source: 0000899243-20-007763 · doc4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 687,788 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 the right to receive one share of Common Stock. Read SEC document |
| January 27, 2020 Filed Jan 28, 2020 22:44 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 69,448 | $29.17 | $2,026,131.51 |
DisclosureSEC source: 0000899243-20-002230 · doc4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 632,343 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · shares: 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 27, 2020 Filed Feb 5, 2020 21:56 UTC Amendment | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,445 | $0.00 Strike: $2.03 | $0.00 |
DisclosureSEC source: 0000899243-20-003287 · doc4a.xml · derivative · entry 3 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,445 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · derivative.exercise_date: The original Form 4, filed on January 28, 2019, is being amended by this Form 4 amendment to reflect the option exercise effected in connection with the reported transaction.. Read SEC document |
| January 27, 2020 Filed Feb 5, 2020 21:56 UTC Amendment | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 69,448 | $29.17 | $2,026,131.51 |
DisclosureSEC source: 0000899243-20-003287 · doc4a.xml · nonDerivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 637,788 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · 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. F3 · balance_after: The original Form 4, filed on January 28, 2019, is being amended by this Form 4 amendment to reflect the option exercise effected in connection with the reported transaction.. Read SEC document |
| January 27, 2020 Filed Feb 5, 2020 21:56 UTC Amendment | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 5,445 | $2.03 | $11,053.35 |
DisclosureSEC source: 0000899243-20-003287 · doc4a.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 707,236 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · 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. F3 · balance_after: The original Form 4, filed on January 28, 2019, is being amended by this Form 4 amendment to reflect the option exercise effected in connection with the reported transaction.. Read SEC document |
| January 24, 2020 Filed Jan 27, 2020 23:43 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 449 | $27.83 | $12,495.67 |
DisclosureSEC source: 0000899243-20-002082 · doc4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 701,791 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of the restricted stock units previously reported in Table I and does not represent a sale by the Reporting Person. Read SEC document |
| January 15, 2020 Filed Jan 23, 2020 11:18 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 115,384 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-001781 · doc4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 702,240 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 15, 2021, 20% of the RSUs shall vest on January 15, 2022, 30% of the RSUs shall vest on January 15, 2023 and 40% of the RSUs shall vest on January 15, 2024, subject to the Reporting Person's continued service to the Issuer through each vesting date. F2 · balance_after: These shares are subject to a Lock-Up Agreement until January 26, 2020. F3 · balance_after: A portion of these shares represent RSUs. Read SEC document |
| December 11, 2019 Filed Dec 13, 2019 21:00 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,800 | $0.00 Strike: $0.84 | $0.00 |
DisclosureSEC source: 0000899243-19-029148 · doc4.xml · derivative · entry 2 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,750 Underlying: Common Stock · 223,750 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. F3 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| December 11, 2019 Filed Dec 13, 2019 21:00 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 3,800 | $0.84 | $3,192.00 |
DisclosureSEC source: 0000899243-19-029148 · doc4.xml · nonDerivative · entry 1 Roberts Evan · CIK 0001776704 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 586,856 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 · shares: These shares are subject to a Lock-Up Agreement (the "Lock-up") until January 26, 2020. The terms of the Lock-up permit the exercise of options by the Reporting Person and the shares of Common Stock issued as a result of the exercise are subject to the terms of the Lock-up. No shares of Common Stock were sold by the Reporting Person in connection with the exercise. F2 · balance_after: Includes 11,377 Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2018 Stock Option and Grant Plan. Each RSU represents the right to receive one share of 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.