person · Reporting owner

Sayar Ramin

Disclosed activity across 2 companies

Tapewire entity: 35121
SEC CIK: 0001822614

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
Phreesia, Inc.PHR · Entity 2606	Director	June 24, 2026	June 26, 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 June 24, 2026 · Filed June 26, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	52,725	Reported balance After 2026-06-24 transaction · row 1 1 source row Row 1 · 2026-06-24 · Grant · Acquired 19,290 · Balance 52,725 F1: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) June 24, 2027 and (ii) the next annual meeting of the Issuer's stockholders.

Filing footnotes · ownership attribution and instrument terms

F1: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) June 24, 2027 and (ii) the next annual meeting of the Issuer's stockholders.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Sumo Logic, Inc.

Report date May 12, 2023 · Filed May 12, 2023

Section 16 reporting ended · disclosed 2023-05-12. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosure context
Common StockSEC Table I · non-derivative	Direct	Reported balance After 2023-05-12 transaction · row 1 1 source row Row 1 · 2023-05-12 · Disposition to issuer · Disposed 738,797 · Balance 0 F1: Certain of these shares are represented by previously reported restricted stock units ("RSUs"). At the effective time of the merger (the "Effective Time") each issued and outstanding RSU was cancelled and converted into the right to receive an amount equal to $12.05 in cash (the "Per Share Price"), subject to the terms set forth in the Merger Agreement. Following the Effective Time, the cash payments relating to the unvested RSUs are subject to the Reporting Person's continued service with the Company through the applicable vesting dates that would have otherwise applied to the corresponding RSU. F2: Includes 3,302 shares acquired under the Issuer's Employee Stock Purchase Plan on May 5, 2023. F3: Pursuant to an Agreement and Plan of Merger (the "Merger Agreement") between Serrano Parent, Serrano Merger Sub, Inc., and Sumo Logic (the "Company"), each issued and outstanding share of the Company's common stock was cancelled and converted into the right to receive an amount in cash equal to the Per Share Price.
Common StockSEC Table I · non-derivative	IndirectSee footnote	Reported balance After 2023-05-12 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 2 · 2023-05-12 · Disposition to issuer · Disposed 2,662 · Balance 0 F3: Pursuant to an Agreement and Plan of Merger (the "Merger Agreement") between Serrano Parent, Serrano Merger Sub, Inc., and Sumo Logic (the "Company"), each issued and outstanding share of the Company's common stock was cancelled and converted into the right to receive an amount in cash equal to the Per Share Price. F4: These shares are held of record by The Sayar Family Trust, for which the Reporting Person serves as co-trustee.
Common StockSEC Table I · non-derivative	IndirectSee footnote	Reported balance After 2023-05-12 transaction · row 3 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 3 · 2023-05-12 · Disposition to issuer · Disposed 7,428 · Balance 0 F3: Pursuant to an Agreement and Plan of Merger (the "Merger Agreement") between Serrano Parent, Serrano Merger Sub, Inc., and Sumo Logic (the "Company"), each issued and outstanding share of the Company's common stock was cancelled and converted into the right to receive an amount in cash equal to the Per Share Price. F5: Shares are held in trusts for the benefit of each of the Reporting Person's children. The Reporting Person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
Common StockSEC Table I · non-derivative	IndirectSee footnote	Reported balance After 2023-05-12 transaction · row 4 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 4 · 2023-05-12 · Disposition to issuer · Disposed 7,428 · Balance 0 F3: Pursuant to an Agreement and Plan of Merger (the "Merger Agreement") between Serrano Parent, Serrano Merger Sub, Inc., and Sumo Logic (the "Company"), each issued and outstanding share of the Company's common stock was cancelled and converted into the right to receive an amount in cash equal to the Per Share Price. F5: Shares are held in trusts for the benefit of each of the Reporting Person's children. The Reporting Person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.15 · Expires 2024-12-02	Direct	Reported balance After 2023-05-12 transaction · row 5 Instrument identity requires review; Table II rows are not merged. 1 source row Row 5 · 2023-05-12 · Disposition to issuer · Disposed 1,838,422 · Balance 0 F6: At the Effective Time, each issued and outstanding stock option was cancelled and converted into the right to receive an amount in cash equal to (x) the Per Share Price, over (y) the exercise price per share of such stock option, subject to the terms set forth in the Merger Agreement. Following the Effective Time, the cash payments relating to the unvested shares underlying the stock option are subject to the Reporting Person's continued service with the Company through the applicable vesting dates that would have otherwise applied to the corresponding stock option.
Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.65 · Expires 2027-07-31	Direct	Reported balance After 2023-05-12 transaction · row 6 Instrument identity requires review; Table II rows are not merged. 1 source row Row 6 · 2023-05-12 · Disposition to issuer · Disposed 1,033,805 · Balance 0 F6: At the Effective Time, each issued and outstanding stock option was cancelled and converted into the right to receive an amount in cash equal to (x) the Per Share Price, over (y) the exercise price per share of such stock option, subject to the terms set forth in the Merger Agreement. Following the Effective Time, the cash payments relating to the unvested shares underlying the stock option are subject to the Reporting Person's continued service with the Company through the applicable vesting dates that would have otherwise applied to the corresponding stock option.
Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.68 · Expires 2029-03-11	Direct	Reported balance After 2023-05-12 transaction · row 7 Instrument identity requires review; Table II rows are not merged. 1 source row Row 7 · 2023-05-12 · Disposition to issuer · Disposed 455,616 · Balance 0 F6: At the Effective Time, each issued and outstanding stock option was cancelled and converted into the right to receive an amount in cash equal to (x) the Per Share Price, over (y) the exercise price per share of such stock option, subject to the terms set forth in the Merger Agreement. Following the Effective Time, the cash payments relating to the unvested shares underlying the stock option are subject to the Reporting Person's continued service with the Company through the applicable vesting dates that would have otherwise applied to the corresponding stock option.

Filing footnotes · ownership attribution and instrument terms

F1: Certain of these shares are represented by previously reported restricted stock units ("RSUs"). At the effective time of the merger (the "Effective Time") each issued and outstanding RSU was cancelled and converted into the right to receive an amount equal to $12.05 in cash (the "Per Share Price"), subject to the terms set forth in the Merger Agreement. Following the Effective Time, the cash payments relating to the unvested RSUs are subject to the Reporting Person's continued service with the Company through the applicable vesting dates that would have otherwise applied to the corresponding RSU.

F2: Includes 3,302 shares acquired under the Issuer's Employee Stock Purchase Plan on May 5, 2023.

F3: Pursuant to an Agreement and Plan of Merger (the "Merger Agreement") between Serrano Parent, Serrano Merger Sub, Inc., and Sumo Logic (the "Company"), each issued and outstanding share of the Company's common stock was cancelled and converted into the right to receive an amount in cash equal to the Per Share Price.

F4: These shares are held of record by The Sayar Family Trust, for which the Reporting Person serves as co-trustee.

F5: Shares are held in trusts for the benefit of each of the Reporting Person's children. The Reporting Person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.

F6: At the Effective Time, each issued and outstanding stock option was cancelled and converted into the right to receive an amount in cash equal to (x) the Per Share Price, over (y) the exercise price per share of such stock option, subject to the terms set forth in the Merger Agreement. Following the Effective Time, the cash payments relating to the unvested shares underlying the stock option are subject to the Reporting Person's continued service with the Company through the applicable vesting dates that would have otherwise applied to the corresponding stock option.

Transaction history

JSON API

Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
March 16, 2021 Filed Mar 17, 2021 19:53 UTC	Sumo Logic, Inc. SUMO · Entity 113560	SaleCommon Stock	102,118	$20.01	$2,042,870.59	Disclosure SEC source: 0001209191-21-021575 · doc4.xml · nonDerivative · entry 5 Sayar Ramin · CIK 0001822614 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 876,442 F6 · kind: Shares sold to cover tax obligations in connection with the vesting of performance-based RSUs. F2 · balance_after: Certain of these shares are represented by previously reported RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person continuing to be a Service Provider through each such date. Read SEC document
March 16, 2021 Filed Mar 17, 2021 19:53 UTC	Sumo Logic, Inc. SUMO · Entity 113560	GrantCommon Stock	198,000	$0.00	$0.00	Disclosure SEC source: 0001209191-21-021575 · doc4.xml · nonDerivative · entry 4 Sayar Ramin · CIK 0001822614 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 978,560 F5 · kind: Shares acquired upon the determination of the Compensation Committee of the Board of Directors of the Issuer that the performance conditions were met with respect to performance-based RSUs granted to the Reporting Person. F2 · balance_after: Certain of these shares are represented by previously reported RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person continuing to be a Service Provider through each such date. Read SEC document
March 16, 2021 Filed Mar 17, 2021 19:53 UTC	Sumo Logic, Inc. SUMO · Entity 113560	SaleCommon Stock	48,007	$21.66	$1,039,927.63	Disclosure SEC source: 0001209191-21-021575 · doc4.xml · nonDerivative · entry 3 Sayar Ramin · CIK 0001822614 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 780,560 F4 · kind: Shares sold to cover tax obligations in connection with the vesting of RSUs. F2 · balance_after: Certain of these shares are represented by previously reported RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person continuing to be a Service Provider through each such date. Read SEC document
March 15, 2021 Filed Mar 17, 2021 19:53 UTC	Sumo Logic, Inc. SUMO · Entity 113560	GrantCommon Stock	4,498	$0.00	$0.00	Disclosure SEC source: 0001209191-21-021575 · doc4.xml · nonDerivative · entry 2 Sayar Ramin · CIK 0001822614 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 828,567 F3 · shares: Each share is represented by an RSU. The RSUs will vest in equal quarterly increments over a one year period, subject to the Reporting Person continuing to be a Service Provider through each such date. F2 · balance_after: Certain of these shares are represented by previously reported RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person continuing to be a Service Provider through each such date. Read SEC document
March 15, 2021 Filed Mar 17, 2021 19:53 UTC	Sumo Logic, Inc. SUMO · Entity 113560	GrantCommon Stock	216,474	$0.00	$0.00	Disclosure SEC source: 0001209191-21-021575 · doc4.xml · nonDerivative · entry 1 Sayar Ramin · CIK 0001822614 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 824,069 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will vest in equal quarterly increments over a four year period, subject to the Reporting Person continuing to be a Service Provider through each such date. F2 · balance_after: Certain of these shares are represented by previously reported RSUs. Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule and the Reporting Person continuing to be a Service Provider through each such date. Read SEC document
March 09, 2021 Filed Mar 23, 2021 21:07 UTC	Sumo Logic, Inc. SUMO · Entity 113560	GiftCommon Stock	7,428	$0.00	$0.00	Disclosure SEC source: 0001209191-21-022759 · doc4.xml · nonDerivative · entry 6 Sayar Ramin · CIK 0001822614 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 7,428 F5 · ownership.nature: Shares are held in trusts for the benefit of each of the Reporting Person's children. The Reporting Person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document
March 09, 2021 Filed Mar 23, 2021 21:07 UTC	Sumo Logic, Inc. SUMO · Entity 113560	GiftCommon Stock	7,428	$0.00	$0.00	Disclosure SEC source: 0001209191-21-022759 · doc4.xml · nonDerivative · entry 5 Sayar Ramin · CIK 0001822614 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 7,428 F5 · ownership.nature: Shares are held in trusts for the benefit of each of the Reporting Person's children. The Reporting Person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document
March 09, 2021 Filed Mar 23, 2021 21:07 UTC	Sumo Logic, Inc. SUMO · Entity 113560	GiftCommon Stock	14,856	$0.00	$0.00	Disclosure SEC source: 0001209191-21-022759 · doc4.xml · nonDerivative · entry 3 Sayar Ramin · CIK 0001822614 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 30,000 F4 · ownership.nature: These shares are held of record by The Sayar Family Trust, for which the Reporting Person serves as co-trustee. Read SEC document
September 21, 2020 Filed Sep 21, 2020 19:46 UTC	Sumo Logic, Inc. SUMO · Entity 113560	ConversionSeries G Preferred Stock · Derivative	36,313	Not disclosed	Not disclosed	Disclosure SEC source: 0000899243-20-025824 · doc4.xml · derivative · entry 6 Sayar Ramin · CIK 0001822614 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 36,313 shares Expires not disclosed 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_price: The Series F Preferred Stock and Series G Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · price: The Series F Preferred Stock and Series G Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · derivative.exercise_date: The Series F Preferred Stock and Series G Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · derivative.expiration_date: The Series F Preferred Stock and Series G Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F2 · ownership.nature: These shares are held of record by The 2011 Sayar Family Trust. Read SEC document
September 21, 2020 Filed Sep 21, 2020 19:46 UTC	Sumo Logic, Inc. SUMO · Entity 113560	ConversionSeries F Preferred Stock · Derivative	14,856	Not disclosed	Not disclosed	Disclosure SEC source: 0000899243-20-025824 · doc4.xml · derivative · entry 5 Sayar Ramin · CIK 0001822614 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 14,856 shares Expires not disclosed 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_price: The Series F Preferred Stock and Series G Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · price: The Series F Preferred Stock and Series G Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · derivative.exercise_date: The Series F Preferred Stock and Series G Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · derivative.expiration_date: The Series F Preferred Stock and Series G Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F3 · ownership.nature: These shares are held of record by The Sayar Family Trust, for which the Reporting Person serves as co-trustee. Read SEC document
September 21, 2020 Filed Sep 21, 2020 19:46 UTC	Sumo Logic, Inc. SUMO · Entity 113560	ConversionSeries F Preferred Stock · Derivative	18,570	Not disclosed	Not disclosed	Disclosure SEC source: 0000899243-20-025824 · doc4.xml · derivative · entry 4 Sayar Ramin · CIK 0001822614 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 18,570 shares Expires not disclosed 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_price: The Series F Preferred Stock and Series G Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · price: The Series F Preferred Stock and Series G Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · derivative.exercise_date: The Series F Preferred Stock and Series G Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F1 · derivative.expiration_date: The Series F Preferred Stock and Series G Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F2 · ownership.nature: These shares are held of record by The 2011 Sayar Family Trust. Read SEC document
September 21, 2020 Filed Sep 21, 2020 19:46 UTC	Sumo Logic, Inc. SUMO · Entity 113560	ConversionCommon Stock	14,856	Not disclosed	Not disclosed	Disclosure SEC source: 0000899243-20-025824 · doc4.xml · nonDerivative · entry 2 Sayar Ramin · CIK 0001822614 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 44,856 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Series F Preferred Stock and Series G Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F3 · ownership.nature: These shares are held of record by The Sayar Family Trust, for which the Reporting Person serves as co-trustee. Read SEC document
September 21, 2020 Filed Sep 21, 2020 19:46 UTC	Sumo Logic, Inc. SUMO · Entity 113560	ConversionCommon Stock	54,883	Not disclosed	Not disclosed	Disclosure SEC source: 0000899243-20-025824 · doc4.xml · nonDerivative · entry 1 Sayar Ramin · CIK 0001822614 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 54,883 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 · price: The Series F Preferred Stock and Series G Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F2 · ownership.nature: These shares are held of record by The 2011 Sayar Family Trust. Read SEC document
September 21, 2020 Filed Mar 5, 2021 18:49 UTC Amendment	Sumo Logic, Inc. SUMO · Entity 113560	ConversionCommon Stock	14,856	Not disclosed	Not disclosed	Disclosure SEC source: 0000899243-21-010201 · doc4a.xml · nonDerivative · entry 1 Sayar Ramin · CIK 0001822614 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 44,856 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: On September 21, 2020, the Reporting Person filed a Form 4, reporting in Table I that 54,883 shares of Common Stock were held by The 2011 Sayar Family Trust (the "2011 Trust"), and reporting in Table II the disposition by the 2011 Trust of 18,570 shares of Series F Preferred Stock and 36,313 shares of Series G Preferred Stock. The Reporting Person did not and does not have beneficial ownership of shares held by the 2011 Trust and such shares should not have been reported in the Form 4 as beneficially owned. F2 · price: The Series F Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Common Stock and had no expiration date. F3 · ownership.nature: These shares are held of record by The Sayar Family Trust, for which the Reporting Person serves as co-trustee. 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.