Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Phreesia, Inc.PHR · Entity 2606 | President, Network Solutions | September 01, 2026 | September 28, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Phreesia, Inc.
Report date September 01, 2026 · Filed September 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2031-09-01 | Direct | 155,000 |
Reported balance
After 2026-09-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 155,000 · Balance 155,000 F1: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock. F2: The award was granted at a target level of 155,000 PSUs. The number of PSUs that may be earned depends on achievement of specified stock-price hurdles during the performance period beginning September 1, 2026 and ending September 1, 2031. Achievement is measured using the average closing price of the Issuer's common stock over any consecutive 60-trading-day period. Potential payouts are 0%, 50%, 100%, 150% or 200% of the target number of PSUs, subject to the award's interpolation provisions. The applicable hurdles are $17.00, $22.00, $27.00 and $32.00 per share. F3: PSUs earned with respect to an achieved hurdle vest one-third upon certification of achievement, one-third on the first anniversary of certification and one-third on the second anniversary, generally subject to continued service. Any outstanding earned PSUs vest no later than September 1, 2031. Earned and vested PSUs are settled in shares following vesting, subject to the deferred settlement provisions of the award. The actual number earned may range from zero to 200% of the target award. PSUs that are not earned by the end of the performance period are forfeited. Dividend equivalents accrue on the PSUs and are subject to the same earning and vesting conditions. Vested dividend equivalents are settled in shares when the related PSUs are settled. |
Filing footnotes · ownership attribution and instrument terms
F1: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock.
F2: The award was granted at a target level of 155,000 PSUs. The number of PSUs that may be earned depends on achievement of specified stock-price hurdles during the performance period beginning September 1, 2026 and ending September 1, 2031. Achievement is measured using the average closing price of the Issuer's common stock over any consecutive 60-trading-day period. Potential payouts are 0%, 50%, 100%, 150% or 200% of the target number of PSUs, subject to the award's interpolation provisions. The applicable hurdles are $17.00, $22.00, $27.00 and $32.00 per share.
F3: PSUs earned with respect to an achieved hurdle vest one-third upon certification of achievement, one-third on the first anniversary of certification and one-third on the second anniversary, generally subject to continued service. Any outstanding earned PSUs vest no later than September 1, 2031. Earned and vested PSUs are settled in shares following vesting, subject to the deferred settlement provisions of the award. The actual number earned may range from zero to 200% of the target award. PSUs that are not earned by the end of the performance period are forfeited. Dividend equivalents accrue on the PSUs and are subject to the same earning and vesting conditions. Vested dividend equivalents are settled in shares when the related PSUs are settled.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 13, 2023 Filed Sep 14, 2023 21:04 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 82 | $21.20 | $1,738.79 |
DisclosureSEC source: 0001562180-23-006858 · primarydocument.xml · nonDerivative · entry 7 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 217,114 F3 · 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. F5 · 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 21:04 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,977 | $20.30 | $40,139.23 |
DisclosureSEC source: 0001562180-23-006858 · primarydocument.xml · nonDerivative · entry 6 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 217,196 F3 · 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 $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 21:04 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option · Derivative | 5,689 | $0.00 Strike: $4.71 | $0.00 |
DisclosureSEC source: 0001562180-23-006858 · primarydocument.xml · derivative · entry 12 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,689 shares Expires 2028-08-06 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. F6 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| September 12, 2023 Filed Sep 14, 2023 21:04 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option · Derivative | 475 | $0.00 Strike: $4.71 | $0.00 |
DisclosureSEC source: 0001562180-23-006858 · primarydocument.xml · derivative · entry 11 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 475 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. F6 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| September 12, 2023 Filed Sep 14, 2023 21:04 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option · Derivative | 5,689 | $0.00 Strike: $8.03 | $0.00 |
DisclosureSEC source: 0001562180-23-006858 · primarydocument.xml · derivative · entry 10 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,689 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. F6 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| September 12, 2023 Filed Sep 14, 2023 21:04 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 273 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-006858 · primarydocument.xml · nonDerivative · entry 5 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: No plan indicated Ownership: Indirect · By spouse Disclosed balance after: 8,081 F2 · price: Represents RSUs that were fully vested as of the grant date. These RSUs represent awards received in lieu of 50% of the Reporting Person's spouse's cash bonus earned for the fiscal first half of the year ending January 31, 2024 under the Issuer's Variable Compensation Plan. The Reporting Person's spouse elected to convert such portion of her earned cash bonus into RSUs representing 115% of such 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. Read SEC document |
| September 12, 2023 Filed Sep 14, 2023 21:04 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 5,689 | $4.71 | $26,795.19 |
DisclosureSEC source: 0001562180-23-006858 · primarydocument.xml · nonDerivative · entry 4 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 219,173 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 |
| September 12, 2023 Filed Sep 14, 2023 21:04 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 5,689 | $8.03 | $45,682.67 |
DisclosureSEC source: 0001562180-23-006858 · primarydocument.xml · nonDerivative · entry 3 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,484 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 |
| September 12, 2023 Filed Sep 14, 2023 21:04 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 475 | $4.71 | $2,237.25 |
DisclosureSEC source: 0001562180-23-006858 · primarydocument.xml · nonDerivative · entry 2 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,795 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 |
| September 12, 2023 Filed Sep 14, 2023 21:04 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 3,279 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-006858 · primarydocument.xml · nonDerivative · entry 1 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,320 F1 · price: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of 50% of the Reporting Person's cash bonus earned for the first half of the fiscal year ending January 31, 2024 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such portion of his 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. Read SEC document |
| July 14, 2023 Filed Jul 18, 2023 20:13 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,948 | $33.72 | $65,686.56 |
DisclosureSEC source: 0001562180-23-005948 · primarydocument.xml · nonDerivative · entry 1 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,041 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 or his spouse. Read SEC document |
| June 17, 2023 Filed Jun 20, 2023 21:00 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 27 | $31.79 | $858.33 |
DisclosureSEC source: 0001562180-23-005374 · primarydocument.xml · nonDerivative · entry 3 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: No plan indicated Ownership: Indirect · By spouse Disclosed balance after: 7,808 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 or his spouse. Read SEC document |
| June 16, 2023 Filed Jun 20, 2023 21:00 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 67 | $31.79 | $2,129.93 |
DisclosureSEC source: 0001562180-23-005374 · primarydocument.xml · nonDerivative · entry 2 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: No plan indicated Ownership: Indirect · By spouse Disclosed balance after: 7,835 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 or his spouse. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 21:00 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 40 | $33.44 | $1,337.60 |
DisclosureSEC source: 0001562180-23-005374 · primarydocument.xml · nonDerivative · entry 1 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: No plan indicated Ownership: Indirect · By spouse Disclosed balance after: 7,902 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 or his spouse. Read SEC document |
| April 16, 2023 Filed Apr 18, 2023 20:53 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 2,212 | $31.64 | $69,987.68 |
DisclosureSEC source: 0001562180-23-003610 · primarydocument.xml · nonDerivative · entry 2 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: No plan indicated Ownership: Indirect · By spouse Disclosed balance after: 7,942 F2 · shares: The shares reported in this transaction represent RSUs issued to the Reporting Person's spouse 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 April 16, 2024. Read SEC document |
| April 14, 2023 Filed Apr 18, 2023 20:53 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,948 | $31.64 | $61,634.72 |
DisclosureSEC source: 0001562180-23-003610 · primarydocument.xml · nonDerivative · entry 1 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205,989 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 |
| April 10, 2023 Filed Apr 12, 2023 21:14 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 63 | $30.15 | $1,899.45 |
DisclosureSEC source: 0001562180-23-003531 · primarydocument.xml · nonDerivative · entry 4 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: No plan indicated Ownership: Indirect · By spouse Disclosed balance after: 5,730 F4 · 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 or his spouse. Read SEC document |
| April 10, 2023 Filed Apr 12, 2023 21:14 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 210 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-003531 · primarydocument.xml · nonDerivative · entry 3 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: No plan indicated Ownership: Indirect · By spouse Disclosed balance after: 5,793 F3 · shares: Represents RSUs that were fully vested as of the grant date. These RSUs represent awards received in lieu of 50% of the Reporting Person's spouse's cash bonus earned for the fiscal year ended January 31, 2023 under the Issuer's Variable Compensation Plan. The Reporting Person's spouse 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 $30.15, the closing price of the Issuer's common stock on April 10, 2023. F3 · price: Represents RSUs that were fully vested as of the grant date. These RSUs represent awards received in lieu of 50% of the Reporting Person's spouse's cash bonus earned for the fiscal year ended January 31, 2023 under the Issuer's Variable Compensation Plan. The Reporting Person's spouse 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 $30.15, the closing price of the Issuer's common stock on April 10, 2023. Read SEC document |
| April 10, 2023 Filed Apr 12, 2023 21:14 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,800 | $30.15 | $54,270.00 |
DisclosureSEC source: 0001562180-23-003531 · primarydocument.xml · nonDerivative · entry 2 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,937 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 | 4,248 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-003531 · primarydocument.xml · nonDerivative · entry 1 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209,737 F1 · shares: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of 50% of the Reporting Person's cash bonus earned for the fiscal year ended January 31, 2023 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such portion of his earned cash bonus into RSUs representing 115% of such 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 50% 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 portion of his earned cash bonus into RSUs representing 115% of such 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 |
| March 17, 2023 Filed Mar 20, 2023 23:22 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 18 | $33.65 | $605.70 |
DisclosureSEC source: 0000899243-23-009141 · doc4.xml · nonDerivative · entry 4 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: No plan indicated Ownership: Indirect · By spouse Disclosed balance after: 5,347 F1 · 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 or his spouse. Read SEC document |
| March 16, 2023 Filed Mar 20, 2023 23:22 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 44 | $34.81 | $1,531.64 |
DisclosureSEC source: 0000899243-23-009141 · doc4.xml · nonDerivative · entry 3 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: No plan indicated Ownership: Indirect · By spouse Disclosed balance after: 5,365 F1 · 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 or his spouse. Read SEC document |
| March 16, 2023 Filed Mar 20, 2023 23:22 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 148 | $34.81 | $5,151.88 |
DisclosureSEC source: 0000899243-23-009141 · doc4.xml · nonDerivative · entry 2 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: No plan indicated Ownership: Indirect · By spouse Disclosed balance after: 5,409 F1 · 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 or his spouse. Read SEC document |
| March 15, 2023 Filed Mar 20, 2023 23:22 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 26 | $33.84 | $879.84 |
DisclosureSEC source: 0000899243-23-009141 · doc4.xml · nonDerivative · entry 1 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: No plan indicated Ownership: Indirect · By spouse Disclosed balance after: 5,557 F1 · 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 or his spouse. Read SEC document |
| February 02, 2023 Filed Feb 6, 2023 21:32 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 11,378 | $39.55 | $449,988.52 |
DisclosureSEC source: 0001562180-23-001031 · primarydocument.xml · nonDerivative · entry 1 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,489 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 $39.50 to $39.73 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, 2023 Filed Jan 18, 2023 21:52 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 964 | $35.00 | $33,740.00 |
DisclosureSEC source: 0001562180-23-000478 · primarydocument.xml · nonDerivative · entry 5 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,867 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 21:52 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 45,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-000478 · primarydocument.xml · nonDerivative · entry 4 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,831 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 21:52 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 8,824 | $35.41 | $312,457.84 |
DisclosureSEC source: 0001562180-23-000478 · primarydocument.xml · nonDerivative · entry 3 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,647 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 21:52 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 2,422 | $35.41 | $85,763.02 |
DisclosureSEC source: 0001562180-23-000478 · primarydocument.xml · nonDerivative · entry 2 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,471 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 21:52 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,592 | $35.41 | $56,372.72 |
DisclosureSEC source: 0001562180-23-000478 · primarydocument.xml · nonDerivative · entry 1 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,893 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 17, 2022 Filed Dec 20, 2022 21:07 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 15 | $33.97 | $509.55 |
DisclosureSEC source: 0001562180-22-008379 · primarydocument.xml · nonDerivative · entry 2 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 5,583 F1 · 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 or his spouse. Read SEC document |
| December 16, 2022 Filed Dec 20, 2022 21:07 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 36 | $33.97 | $1,222.92 |
DisclosureSEC source: 0001562180-22-008379 · primarydocument.xml · nonDerivative · entry 1 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 5,598 F1 · 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 or his spouse. Read SEC document |
| December 15, 2022 Filed May 9, 2025 20:24 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 22 | $34.01 | $748.22 |
DisclosureSEC source: 0001127602-25-013853 · form4.xml · nonDerivative · entry 2 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 9,770 F3 · kind: 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 or his spouse. The transaction was not previously reported due to administrative oversight. Forms 4 filed after the transaction date overstated the total common stock holdings of the Reporting Person's spouse by 22 shares. F2 · balance_after: The total in Column 5 has been adjusted to correct (i) an overstatement of holdings by 116 shares first reflected in a Form 4 filed on September 14, 2022 and (ii) an overstatement of holdings by 236 shares first reflected in a Form 4 filed on April 12, 2023. Read SEC document |
| December 13, 2022 Filed Dec 15, 2022 21:54 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 11,377 | $34.61 | $393,754.56 |
DisclosureSEC source: 0001562180-22-008317 · primarydocument.xml · nonDerivative · entry 1 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,485 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 $34.50 to $35.00 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 09, 2022 Filed Dec 13, 2022 21:30 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 26,837 | $29.78 | $799,071.68 |
DisclosureSEC source: 0001562180-22-008243 · primarydocument.xml · nonDerivative · entry 1 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,862 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 $29.50 to $30.37 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 20:08 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,749 | $22.48 | $39,317.52 |
DisclosureSEC source: 0001562180-22-007230 · primarydocument.xml · nonDerivative · entry 1 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,699 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 17, 2022 Filed Sep 20, 2022 22:36 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 14 | $27.70 | $387.80 |
DisclosureSEC source: 0001562180-22-006763 · primarydocument.xml · nonDerivative · entry 2 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 5,634 F1 · 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 or his spouse. Read SEC document |
| September 16, 2022 Filed Sep 20, 2022 22:36 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 35 | $27.70 | $969.50 |
DisclosureSEC source: 0001562180-22-006763 · primarydocument.xml · nonDerivative · entry 1 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 5,648 F1 · 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 or his spouse. Read SEC document |
| September 15, 2022 Filed May 9, 2025 20:24 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 1,392 | $28.72 | $39,978.24 |
DisclosureSEC source: 0001127602-25-013853 · form4.xml · nonDerivative · entry 1 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 9,792 F1 · kind: Represents restricted stock units ("RSUs") issued to the Reporting Person's spouse 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 December 15, 2022. The transaction was not previously reported due to administrative oversight. Forms 4 filed after the transaction date understated the total common stock holdings of the Reporting Person's spouse by 1,392 shares. F2 · balance_after: The total in Column 5 has been adjusted to correct (i) an overstatement of holdings by 116 shares first reflected in a Form 4 filed on September 14, 2022 and (ii) an overstatement of holdings by 236 shares first reflected in a Form 4 filed on April 12, 2023. Read SEC document |
| September 12, 2022 Filed Sep 14, 2022 22:04 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 626 | $29.19 | $18,272.94 |
DisclosureSEC source: 0001562180-22-006665 · primarydocument.xml · nonDerivative · entry 2 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,448 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 | 1,589 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-22-006665 · primarydocument.xml · nonDerivative · entry 1 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,074 F1 · shares: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of 50% of the Reporting Person's cash bonus earned for the first half of the fiscal year ending January 31, 2023 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such portion of his earned cash bonus into RSUs representing 115% of such 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 50% 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 portion of his earned cash bonus into RSUs representing 115% of such 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 20:15 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,315 | $22.35 | $29,390.25 |
DisclosureSEC source: 0001562180-22-005678 · primarydocument.xml · nonDerivative · entry 1 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,485 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 20:07 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,315 | $27.63 | $36,333.45 |
DisclosureSEC source: 0001562180-22-003419 · primarydocument.xml · nonDerivative · entry 3 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,800 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 | 2,254 | $28.73 | $64,757.42 |
DisclosureSEC source: 0001562180-22-003419 · primarydocument.xml · nonDerivative · entry 2 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,115 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 | 9,253 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-22-003419 · primarydocument.xml · nonDerivative · entry 1 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,369 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. 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. 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 23:06 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 416 | $35.55 | $14,788.80 |
DisclosureSEC source: 0001562180-22-000523 · primarydocument.xml · nonDerivative · entry 3 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,116 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 23:06 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 4,251 | $35.55 | $151,123.05 |
DisclosureSEC source: 0001562180-22-000523 · primarydocument.xml · nonDerivative · entry 2 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,532 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 23:06 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 53,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-000523 · primarydocument.xml · nonDerivative · entry 1 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,783 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 06, 2022 Filed Jan 7, 2022 21:16 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Options (Right to buy) · Derivative | 5,688 | $0.00 Strike: $8.03 | $0.00 |
DisclosureSEC source: 0001562180-22-000336 · primarydocument.xml · derivative · entry 6 Linetsky David · CIK 0001776729 · SVP, Life Sciences 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. F4 · derivative.exercise_date: 25% of this option vested and became exercisable on January 17, 2020, with the remainder vesting in three (3) equal annual installments thereafter. Read SEC document |
| January 06, 2022 Filed Jan 7, 2022 21:16 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Options (Right to buy) · Derivative | 948 | $0.00 Strike: $4.71 | $0.00 |
DisclosureSEC source: 0001562180-22-000336 · primarydocument.xml · derivative · entry 5 Linetsky David · CIK 0001776729 · SVP, Life Sciences 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 475 Underlying: Common Stock · 948 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. F3 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.