Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Phreesia, Inc.PHR · Entity 2606 | SVP, Human Resources | 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 | 67,500 |
Reported balance
After 2026-09-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 67,500 · Balance 67,500 F1: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock. F2: The award was granted at a target level of 67,500 PSUs. The number of PSUs that may be earned depends on achievement of specified stock-price hurdles during the performance period beginning September 1, 2026 and ending September 1, 2031. Achievement is measured using the average closing price of the Issuer's common stock over any consecutive 60-trading-day period. Potential payouts are 0%, 50%, 100%, 150% or 200% of the target number of PSUs, subject to the award's interpolation provisions. The applicable hurdles are $17.00, $22.00, $27.00 and $32.00 per share. F3: PSUs earned with respect to an achieved hurdle vest one-third upon certification of achievement, one-third on the first anniversary of certification and one-third on the second anniversary, generally subject to continued service. Any outstanding earned PSUs vest no later than September 1, 2031. Earned and vested PSUs are settled in shares following vesting, subject to the deferred settlement provisions of the award. The actual number earned may range from zero to 200% of the target award. PSUs that are not earned by the end of the performance period are forfeited. Dividend equivalents accrue on the PSUs and are subject to the same earning and vesting conditions. Vested dividend equivalents are settled in shares when the related PSUs are settled. |
Filing footnotes · ownership attribution and instrument terms
F1: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock.
F2: The award was granted at a target level of 67,500 PSUs. The number of PSUs that may be earned depends on achievement of specified stock-price hurdles during the performance period beginning September 1, 2026 and ending September 1, 2031. Achievement is measured using the average closing price of the Issuer's common stock over any consecutive 60-trading-day period. Potential payouts are 0%, 50%, 100%, 150% or 200% of the target number of PSUs, subject to the award's interpolation provisions. The applicable hurdles are $17.00, $22.00, $27.00 and $32.00 per share.
F3: PSUs earned with respect to an achieved hurdle vest one-third upon certification of achievement, one-third on the first anniversary of certification and one-third on the second anniversary, generally subject to continued service. Any outstanding earned PSUs vest no later than September 1, 2031. Earned and vested PSUs are settled in shares following vesting, subject to the deferred settlement provisions of the award. The actual number earned may range from zero to 200% of the target award. PSUs that are not earned by the end of the performance period are forfeited. Dividend equivalents accrue on the PSUs and are subject to the same earning and vesting conditions. Vested dividend equivalents are settled in shares when the related PSUs are settled.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 14, 2023 Filed Apr 18, 2023 20:53 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 623 | $31.64 | $19,711.72 |
DisclosureSEC source: 0001562180-23-003609 · primarydocument.xml · nonDerivative · entry 1 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,618 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 10, 2023 Filed Apr 12, 2023 21:14 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 2,196 | $30.15 | $66,209.40 |
DisclosureSEC source: 0001562180-23-003533 · primarydocument.xml · nonDerivative · entry 2 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,241 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 | 4,956 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-003533 · primarydocument.xml · nonDerivative · entry 1 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,437 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. 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. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 20:36 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 300 | $31.69 | $9,507.99 |
DisclosureSEC source: 0001562180-23-003443 · primarydocument.xml · nonDerivative · entry 2 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 96,481 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 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 $31.56 to $31.76 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 03, 2023 Filed Apr 5, 2023 20:36 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 2,678 | $30.69 | $82,188.62 |
DisclosureSEC source: 0001562180-23-003443 · primarydocument.xml · nonDerivative · entry 1 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 96,781 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 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 $30.38 to $31.18 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 02, 2023 Filed Feb 6, 2023 21:29 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 300 | $40.00 | $12,000.00 |
DisclosureSEC source: 0001562180-23-001030 · primarydocument.xml · nonDerivative · entry 1 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,459 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| January 17, 2023 Filed Jan 18, 2023 21:59 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,008 | $35.00 | $35,280.00 |
DisclosureSEC source: 0001562180-23-000481 · primarydocument.xml · nonDerivative · entry 5 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,759 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 21:59 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 19,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-000481 · primarydocument.xml · nonDerivative · entry 4 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,767 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 21:59 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 4,226 | $35.41 | $149,642.66 |
DisclosureSEC source: 0001562180-23-000481 · primarydocument.xml · nonDerivative · entry 3 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,999 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 21:59 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,126 | $35.41 | $39,871.66 |
DisclosureSEC source: 0001562180-23-000481 · primarydocument.xml · nonDerivative · entry 2 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,225 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 21:59 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 698 | $35.41 | $24,716.18 |
DisclosureSEC source: 0001562180-23-000481 · primarydocument.xml · nonDerivative · entry 1 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,351 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 |
| December 20, 2022 Filed Dec 21, 2022 21:11 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option · Derivative | 15,000 | $0.00 Strike: $0.84 | $0.00 |
DisclosureSEC source: 0001562180-22-008405 · primarydocument.xml · derivative · entry 3 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,387 Underlying: Common Stock · 15,000 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 20, 2022 Filed Dec 21, 2022 21:11 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 378 | $33.73 | $12,749.64 |
DisclosureSEC source: 0001562180-22-008405 · primarydocument.xml · nonDerivative · entry 2 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,049 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.7265 to $33.74 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 |
| December 20, 2022 Filed Dec 21, 2022 21:11 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 15,000 | $0.84 | $12,600.00 |
DisclosureSEC source: 0001562180-22-008405 · primarydocument.xml · nonDerivative · entry 1 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,427 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 |
| November 02, 2022 Filed Nov 4, 2022 20:11 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 400 | $27.96 | $11,185.00 |
DisclosureSEC source: 0001562180-22-007510 · primarydocument.xml · nonDerivative · entry 3 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,427 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 $27.90 to $28.07 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 |
| November 02, 2022 Filed Nov 4, 2022 20:11 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 9,955 | $27.14 | $270,213.54 |
DisclosureSEC source: 0001562180-22-007510 · primarydocument.xml · nonDerivative · entry 2 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,827 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 $26.89 to $27.86 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 |
| November 02, 2022 Filed Nov 4, 2022 20:11 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 8,986 | $26.44 | $237,559.29 |
DisclosureSEC source: 0001562180-22-007510 · primarydocument.xml · nonDerivative · entry 1 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,782 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 $25.88 to $26.87 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 20:06 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 623 | $22.48 | $14,005.04 |
DisclosureSEC source: 0001562180-22-007228 · primarydocument.xml · nonDerivative · entry 1 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,768 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 | 822 | $29.19 | $23,994.18 |
DisclosureSEC source: 0001562180-22-006664 · primarydocument.xml · nonDerivative · entry 2 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,391 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 | 1,854 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-22-006664 · primarydocument.xml · nonDerivative · entry 1 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,213 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. 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. Read SEC document |
| July 14, 2022 Filed Jul 15, 2022 20:13 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 624 | $22.35 | $13,946.40 |
DisclosureSEC source: 0001562180-22-005675 · primarydocument.xml · nonDerivative · entry 1 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,359 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| July 07, 2022 Filed Jul 11, 2022 20:23 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $0.84 | $0.00 |
DisclosureSEC source: 0001562180-22-005638 · primarydocument.xml · derivative · entry 2 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,387 Underlying: Common Stock · 20,000 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 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| July 07, 2022 Filed Jul 11, 2022 20:23 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 20,000 | $0.84 | $16,800.00 |
DisclosureSEC source: 0001562180-22-005638 · primarydocument.xml · nonDerivative · entry 1 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,983 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 14, 2022 Filed Apr 18, 2022 20:07 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 412 | $27.63 | $11,383.56 |
DisclosureSEC source: 0001562180-22-003418 · primarydocument.xml · nonDerivative · entry 3 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,983 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 20:07 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 783 | $28.73 | $22,495.59 |
DisclosureSEC source: 0001562180-22-003418 · primarydocument.xml · nonDerivative · entry 2 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,395 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 20:07 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 2,669 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-22-003418 · primarydocument.xml · nonDerivative · entry 1 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,178 F1 · shares: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of a 50% 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 portion of her earned cash bonus into RSUs representing 115% of such 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. F1 · price: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of a 50% 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 portion of her earned cash bonus into RSUs representing 115% of such 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. 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 17, 2022 Filed Jan 19, 2022 23:14 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 501 | $35.55 | $17,810.55 |
DisclosureSEC source: 0001562180-22-000527 · primarydocument.xml · nonDerivative · entry 3 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,509 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 23:14 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 2,364 | $35.55 | $84,040.20 |
DisclosureSEC source: 0001562180-22-000527 · primarydocument.xml · nonDerivative · entry 2 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,010 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 23:14 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 22,503 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-000527 · primarydocument.xml · nonDerivative · entry 1 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,374 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 |
| August 05, 2021 Filed Aug 9, 2021 20:08 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,012 | $70.60 | $71,442.14 |
DisclosureSEC source: 0001562180-21-005232 · primarydocument.xml · nonDerivative · entry 3 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,424 F1 · kind: This transaction was effected pursuant to a Rule 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 $70.34 to $70.77 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 |
| August 05, 2021 Filed Aug 9, 2021 20:08 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 2,325 | $69.83 | $162,360.10 |
DisclosureSEC source: 0001562180-21-005232 · primarydocument.xml · nonDerivative · entry 2 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,436 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 $69.21 to $70.14 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 |
| August 05, 2021 Filed Aug 9, 2021 20:08 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,936 | $68.74 | $133,074.44 |
DisclosureSEC source: 0001562180-21-005232 · primarydocument.xml · nonDerivative · entry 1 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,761 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 $68.16 to $69.12 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 |
| April 30, 2021 Filed May 4, 2021 20:12 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Options (Right to buy) · Derivative | 5,688 | $0.00 Strike: $8.03 | $0.00 |
DisclosureSEC source: 0001562180-21-003135 · primarydocument.xml · derivative · entry 2 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,689 Underlying: Common Stock · 5,688 shares Expires 2029-01-16 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: 25% of this option vested and became exercisable on January 17, 2019, with the remainder vesting in three equal annual installments for the three years thereafter. Read SEC document |
| April 30, 2021 Filed May 4, 2021 20:12 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 5,688 | $8.03 | $45,674.64 |
DisclosureSEC source: 0001562180-21-003135 · primarydocument.xml · nonDerivative · entry 1 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,697 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 29, 2021 Filed Feb 2, 2021 21:34 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 500 | $0.00 Strike: $0.84 | $0.00 |
DisclosureSEC source: 0000899243-21-004203 · doc4.xml · derivative · entry 8 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,387 Underlying: Common Stock · 500 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. F7 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 21:34 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 17,704 | $0.00 Strike: $0.84 | $0.00 |
DisclosureSEC source: 0000899243-21-004203 · doc4.xml · derivative · entry 7 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,704 shares Expires 2023-04-02 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. F7 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 21:34 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 354 | $67.44 | $23,875.39 |
DisclosureSEC source: 0000899243-21-004203 · doc4.xml · nonDerivative · entry 6 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,009 F1 · kind: This transaction was effected pursuant to a Rule 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 $67.44 to $67.51 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 Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 21:34 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 4,021 | $66.79 | $268,552.54 |
DisclosureSEC source: 0000899243-21-004203 · doc4.xml · nonDerivative · entry 5 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,363 F1 · kind: This transaction was effected pursuant to a Rule 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 $66.41 to $67.39 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. 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. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 21:34 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 14,304 | $65.81 | $941,291.88 |
DisclosureSEC source: 0000899243-21-004203 · doc4.xml · nonDerivative · entry 4 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,384 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 $65.41 to $66.38 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. 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. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 21:34 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 3,150 | $65.09 | $205,042.64 |
DisclosureSEC source: 0000899243-21-004203 · doc4.xml · nonDerivative · entry 3 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,688 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 $64.41 to $65.38 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. 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. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 21:34 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 500 | $0.84 | $420.00 |
DisclosureSEC source: 0000899243-21-004203 · doc4.xml · nonDerivative · entry 2 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,838 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. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 21:34 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 17,704 | $0.84 | $14,871.36 |
DisclosureSEC source: 0000899243-21-004203 · doc4.xml · nonDerivative · entry 1 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,338 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. Read SEC document |
| January 17, 2021 Filed Jan 21, 2021 01:28 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 334 | $62.96 | $21,028.64 |
DisclosureSEC source: 0000899243-21-002574 · doc4.xml · nonDerivative · entry 3 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,634 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 01:28 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,005 | $62.96 | $63,274.80 |
DisclosureSEC source: 0000899243-21-002574 · doc4.xml · nonDerivative · entry 2 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,968 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 01:28 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 12,706 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-002574 · doc4.xml · nonDerivative · entry 1 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,973 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 04, 2021 Filed Jan 7, 2021 01:32 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 500 | $0.00 Strike: $0.84 | $0.00 |
DisclosureSEC source: 0000899243-21-000765 · doc4.xml · derivative · entry 3 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,704 Underlying: Common Stock · 500 shares Expires 2023-04-02 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 |
| January 04, 2021 Filed Jan 7, 2021 01:32 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 500 | $54.26 | $27,128.00 |
DisclosureSEC source: 0000899243-21-000765 · doc4.xml · nonDerivative · entry 2 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,267 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 $54.21 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. 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 04, 2021 Filed Jan 7, 2021 01:32 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 500 | $0.84 | $420.00 |
DisclosureSEC source: 0000899243-21-000765 · doc4.xml · nonDerivative · entry 1 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,767 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 RSUs. Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| December 18, 2020 Filed Mar 17, 2025 20:29 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 13,653 | $0.00 Strike: $0.82 | $0.00 |
DisclosureSEC source: 0001127602-25-009688 · form5.xml · derivative · entry 2 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,653 shares Expires 2021-04-11 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 13,653 shares. F2 · derivative.exercise_date: This option was fully vested and exercisable as of the date of the reported transaction. Read SEC document |
| December 18, 2020 Filed Mar 17, 2025 20:29 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 13,653 | $0.82 | $11,195.46 |
DisclosureSEC source: 0001127602-25-009688 · form5.xml · nonDerivative · entry 1 VanDuyn Amy Beth · CIK 0001776863 · SVP, Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,387 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 13,653 shares. 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.