Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Phreesia, Inc.PHR · Entity 2606 | Director | August 25, 2025 | August 27, 2025 |
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 August 25, 2025 · Filed August 27, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 158,229 |
Reported balance
After 2025-08-25 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2025-08-25 · Sale · Disposed 10,000 · Balance 158,229 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 6, 2025. |
| Common StockSEC Table I · non-derivative | Direct | 161,342 |
Reported balance
After 2025-08-25 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2025-08-25 · Exercise / conversion · Acquired 3,113 · Balance 161,342 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 6, 2025. |
| Common StockSEC Table I · non-derivative | Direct | 165,116 |
Reported balance
After 2025-08-25 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2025-08-25 · Exercise / conversion · Acquired 6,887 · Balance 165,116 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 6, 2025. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.03 · Expires 2029-03-26 | Direct | 10,540 |
Reported balance
After 2025-08-25 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-08-25 · Exercise / conversion · Disposed 3,113 · Balance 10,540 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 6, 2025. F2: This option is fully vested and exercisable as of the date hereof. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.71 · Expires 2028-02-29 | Direct | 0 |
Reported balance
After 2025-08-25 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-08-25 · Exercise / conversion · Disposed 6,887 · Balance 0 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 6, 2025. F2: This option is fully vested and exercisable as of the date hereof. |
| Common StockSEC Table I · non-derivative | IndirectMichael Weintraub 2023 Qualified Annuity Trust | 30,795 |
Reported balance
Holding disclosure · report date 2025-08-25 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 30,795 |
| Common StockSEC Table I · non-derivative | IndirectWeintraub Family 2017 Irrevocable Trust | 6,703 |
Reported balance
Holding disclosure · report date 2025-08-25 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 6,703 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 6, 2025.
F2: This option is fully vested and exercisable as of the date hereof.
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 |
|---|---|---|---|---|---|---|
| August 25, 2025 Filed Aug 27, 2025 16:12 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,887 | $0.00 Strike: $4.71 | $0.00 |
DisclosureSEC source: 0001127602-25-020995 · form4.xml · derivative · entry 7 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,887 shares Expires 2028-02-29 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 on January 6, 2025. F2 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| August 25, 2025 Filed Aug 27, 2025 16:12 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,113 | $0.00 Strike: $8.03 | $0.00 |
DisclosureSEC source: 0001127602-25-020995 · form4.xml · derivative · entry 6 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,540 Underlying: Common Stock · 3,113 shares Expires 2029-03-26 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 on January 6, 2025. F2 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| August 25, 2025 Filed Aug 27, 2025 16:12 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 6,887 | $4.71 | $32,437.77 |
DisclosureSEC source: 0001127602-25-020995 · form4.xml · nonDerivative · entry 3 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 165,116 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 on January 6, 2025. Read SEC document |
| August 25, 2025 Filed Aug 27, 2025 16:12 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 3,113 | $8.03 | $24,997.39 |
DisclosureSEC source: 0001127602-25-020995 · form4.xml · nonDerivative · entry 2 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 161,342 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 on January 6, 2025. Read SEC document |
| August 25, 2025 Filed Aug 27, 2025 16:12 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 10,000 | $30.00 | $300,000.00 |
DisclosureSEC source: 0001127602-25-020995 · form4.xml · nonDerivative · entry 1 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 158,229 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 6, 2025. Read SEC document |
| June 25, 2025 Filed Jun 27, 2025 17:51 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 6,700 | $27.61 | $184,987.00 |
DisclosureSEC source: 0001127602-25-018183 · form4.xml · nonDerivative · entry 1 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,229 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) June 25, 2026 and (ii) the next annual meeting of the Issuer's stockholders. Read SEC document |
| June 10, 2025 Filed Jun 11, 2025 17:21 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,569 | $0.00 Strike: $4.71 | $0.00 |
DisclosureSEC source: 0001127602-25-017304 · form4.xml · derivative · entry 8 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,887 Underlying: Common Stock · 2,569 shares Expires 2028-02-29 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 on January 6, 2025. F7 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| June 10, 2025 Filed Jun 11, 2025 17:21 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 2,569 | $27.86 | $71,567.72 |
DisclosureSEC source: 0001127602-25-017304 · form4.xml · nonDerivative · entry 4 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 143,039 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 6, 2025. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.50 to $28.02 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Reflects certain transfers made from the GRAT (defined below) to the Reporting Person. Such transfers were exempt from reporting pursuant to Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| June 10, 2025 Filed Jun 11, 2025 17:21 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 2,569 | $4.71 | $12,099.99 |
DisclosureSEC source: 0001127602-25-017304 · form4.xml · nonDerivative · entry 3 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 145,608 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 on January 6, 2025. F2 · balance_after: Reflects certain transfers made from the GRAT (defined below) to the Reporting Person. Such transfers were exempt from reporting pursuant to Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| June 09, 2025 Filed Jun 11, 2025 17:21 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 7,431 | $0.00 Strike: $4.71 | $0.00 |
DisclosureSEC source: 0001127602-25-017304 · form4.xml · derivative · entry 7 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,456 Underlying: Common Stock · 7,431 shares Expires 2028-02-29 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 on January 6, 2025. F7 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| June 09, 2025 Filed Jun 11, 2025 17:21 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 7,431 | $27.51 | $204,443.90 |
DisclosureSEC source: 0001127602-25-017304 · form4.xml · nonDerivative · entry 2 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 143,039 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 6, 2025. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.50 to $27.62 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: Reflects certain transfers made from the GRAT (defined below) to the Reporting Person. Such transfers were exempt from reporting pursuant to Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| June 09, 2025 Filed Jun 11, 2025 17:21 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 7,431 | $4.71 | $35,000.01 |
DisclosureSEC source: 0001127602-25-017304 · form4.xml · nonDerivative · entry 1 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 150,470 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 on January 6, 2025. F2 · balance_after: Reflects certain transfers made from the GRAT (defined below) to the Reporting Person. Such transfers were exempt from reporting pursuant to Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| December 16, 2024 Filed Dec 17, 2024 17:14 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 861 | $0.00 Strike: $4.71 | $0.00 |
DisclosureSEC source: 0001127602-24-029634 · form4.xml · derivative · entry 8 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,887 Underlying: Common Stock · 861 shares Expires 2028-02-29 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 on June 6, 2024. F6 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| December 16, 2024 Filed Dec 17, 2024 17:14 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 861 | $25.26 | $21,752.13 |
DisclosureSEC source: 0001127602-24-029634 · form4.xml · nonDerivative · entry 4 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 242,827 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 6, 2024. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.00 to $25.64 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 16, 2024 Filed Dec 17, 2024 17:14 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 861 | $4.71 | $4,055.31 |
DisclosureSEC source: 0001127602-24-029634 · form4.xml · nonDerivative · entry 3 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 243,688 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 on June 6, 2024. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 17:14 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 20,565 | $0.00 Strike: $4.71 | $0.00 |
DisclosureSEC source: 0001127602-24-029634 · form4.xml · derivative · entry 7 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 17,748 Underlying: Common Stock · 20,565 shares Expires 2028-02-29 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 on June 6, 2024. F6 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 17:14 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 20,565 | $25.04 | $515,038.09 |
DisclosureSEC source: 0001127602-24-029634 · form4.xml · nonDerivative · entry 2 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 242,827 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 6, 2024. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.00 to $25.38 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. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 17:14 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 20,565 | $4.71 | $96,861.15 |
DisclosureSEC source: 0001127602-24-029634 · form4.xml · nonDerivative · entry 1 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 263,392 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 on June 6, 2024. Read SEC document |
| December 11, 2024 Filed Dec 13, 2024 16:16 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 18,574 | $0.00 Strike: $4.71 | $0.00 |
DisclosureSEC source: 0001127602-24-029343 · form4.xml · derivative · entry 5 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,313 Underlying: Common Stock · 18,574 shares Expires 2028-02-29 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 on June 6, 2024. F5 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| December 11, 2024 Filed Dec 13, 2024 16:16 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 18,574 | $25.10 | $466,190.68 |
DisclosureSEC source: 0001127602-24-029343 · form4.xml · nonDerivative · entry 2 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 242,827 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 6, 2024. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.00 to $25.31 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 11, 2024 Filed Dec 13, 2024 16:16 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 18,574 | $4.71 | $87,483.54 |
DisclosureSEC source: 0001127602-24-029343 · form4.xml · nonDerivative · entry 1 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 261,401 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 on June 6, 2024. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 16:16 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Options (Right to Buy) · Derivative | 15,152 | $0.00 Strike: $2.03 | $0.00 |
DisclosureSEC source: 0001127602-24-028628 · form4.xml · derivative · entry 5 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11 Underlying: Common Stock · 15,152 shares Expires 2024-12-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 16:16 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 15,152 | $21.01 | $318,367.76 |
DisclosureSEC source: 0001127602-24-028628 · form4.xml · nonDerivative · entry 2 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 242,827 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 $20.58 to $21.385 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: Reflects certain transfers made from the GRAT (defined below) to the Reporting Person. Such transfers were exempt from reporting pursuant to Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 16:16 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 15,152 | $2.03 | $30,758.56 |
DisclosureSEC source: 0001127602-24-028628 · form4.xml · nonDerivative · entry 1 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 257,979 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: Reflects certain transfers made from the GRAT (defined below) to the Reporting Person. Such transfers were exempt from reporting pursuant to Rule 16a-13 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| June 26, 2024 Filed Jun 28, 2024 17:20 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 8,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019422 · form4.xml · nonDerivative · entry 1 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,027 F1 · balance_after: 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 26, 2025, and (ii) the next annual meeting of the Issuer's stockholders. Read SEC document |
| June 28, 2023 Filed Jun 30, 2023 16:13 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 6,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005575 · primarydocument.xml · nonDerivative · entry 1 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,537 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) June 28, 2024, and (ii) the next annual meeting of the Issuer's stockholders. Read SEC document |
| May 10, 2023 Filed Mar 8, 2024 16:12 UTC | Phreesia, Inc. PHR · Entity 2606 | GiftCommon Stock | 6,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002470 · primarydocument.xml · nonDerivative · entry 2 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,989 F2 · shares: On May 10, 2023, the Reporting Person transferred 6,703 shares of Phreesia, Inc. common stock to an irrevocable trust. Members of the Reporting Person's immediate family are the sole beneficiaries of such trust. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, if any. Read SEC document |
| May 10, 2023 Filed Mar 8, 2024 16:12 UTC | Phreesia, Inc. PHR · Entity 2606 | GiftCommon Stock | 144,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002470 · primarydocument.xml · nonDerivative · entry 1 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,989 F1 · shares: On May 10, 2023, the Reporting Person transferred 144,845 shares of Phreesia, Inc. common stock to a grantor retained annuity trust (the "GRAT") of which the Reporting Person is the trustee. Members of the Reporting Person's immediate family are the sole beneficiaries of the Weintraub Family 2017 Irrevocable Trust, which is the beneficiary of the GRAT. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, if any. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 17:45 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 7,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-005518 · primarydocument.xml · nonDerivative · entry 1 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,486 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) June 30, 2023, and (ii) the next annual meeting of the Issuer's stockholders. Read SEC document |
| August 05, 2021 Filed Aug 9, 2021 16:08 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Options (Right to buy) · Derivative | 8,236 | $0.00 Strike: $2.03 | $0.00 |
DisclosureSEC source: 0001562180-21-005231 · primarydocument.xml · derivative · entry 3 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,163 Underlying: Common Stock · 8,236 shares Expires 2024-12-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| August 05, 2021 Filed Aug 9, 2021 16:08 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 8,236 | $70.13 | $577,551.97 |
DisclosureSEC source: 0001562180-21-005231 · primarydocument.xml · nonDerivative · entry 2 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,089 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 $70.00 to $70.395 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 |
| August 05, 2021 Filed Aug 9, 2021 16:08 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 8,236 | $2.03 | $16,719.08 |
DisclosureSEC source: 0001562180-21-005231 · primarydocument.xml · nonDerivative · entry 1 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,325 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 |
| July 30, 2021 Filed Aug 2, 2021 16:03 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Options (Right to buy) · Derivative | 10 | $0.00 Strike: $2.03 | $0.00 |
DisclosureSEC source: 0001562180-21-005102 · primarydocument.xml · derivative · entry 6 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,399 Underlying: Common Stock · 10 shares Expires 2024-12-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| July 30, 2021 Filed Aug 2, 2021 16:03 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 10 | $70.00 | $700.00 |
DisclosureSEC source: 0001562180-21-005102 · primarydocument.xml · nonDerivative · entry 4 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,089 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 |
| July 30, 2021 Filed Aug 2, 2021 16:03 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 10 | $2.03 | $20.30 |
DisclosureSEC source: 0001562180-21-005102 · primarydocument.xml · nonDerivative · entry 3 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,099 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 |
| July 29, 2021 Filed Aug 2, 2021 16:03 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Options (Right to buy) · Derivative | 1,754 | $0.00 Strike: $2.03 | $0.00 |
DisclosureSEC source: 0001562180-21-005102 · primarydocument.xml · derivative · entry 5 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,409 Underlying: Common Stock · 1,754 shares Expires 2024-12-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| July 29, 2021 Filed Aug 2, 2021 16:03 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,754 | $70.02 | $122,821.04 |
DisclosureSEC source: 0001562180-21-005102 · primarydocument.xml · nonDerivative · entry 2 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,089 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 $70.00 to $70.10 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 |
| July 29, 2021 Filed Aug 2, 2021 16:03 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 1,754 | $2.03 | $3,560.62 |
DisclosureSEC source: 0001562180-21-005102 · primarydocument.xml · nonDerivative · entry 1 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,843 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 |
| July 21, 2021 Filed Jul 22, 2021 16:49 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $2.03 | $0.00 |
DisclosureSEC source: 0001562180-21-005034 · primarydocument.xml · derivative · entry 6 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,163 Underlying: Common Stock · 2,500 shares Expires 2024-12-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| July 21, 2021 Filed Jul 22, 2021 16:49 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 2,500 | $65.15 | $162,867.00 |
DisclosureSEC source: 0001562180-21-005034 · primarydocument.xml · nonDerivative · entry 4 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,089 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 $65.00 to $65.415 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 |
| July 21, 2021 Filed Jul 22, 2021 16:49 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 2,500 | $2.03 | $5,075.00 |
DisclosureSEC source: 0001562180-21-005034 · primarydocument.xml · nonDerivative · entry 3 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,589 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 |
| July 20, 2021 Filed Jul 22, 2021 16:49 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 7,500 | $0.00 Strike: $2.03 | $0.00 |
DisclosureSEC source: 0001562180-21-005034 · primarydocument.xml · derivative · entry 5 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,663 Underlying: Common Stock · 7,500 shares Expires 2024-12-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| July 20, 2021 Filed Jul 22, 2021 16:49 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 7,500 | $65.08 | $488,136.75 |
DisclosureSEC source: 0001562180-21-005034 · primarydocument.xml · nonDerivative · entry 2 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,089 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 $65.00 to $65.31 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 |
| July 20, 2021 Filed Jul 22, 2021 16:49 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 7,500 | $2.03 | $15,225.00 |
DisclosureSEC source: 0001562180-21-005034 · primarydocument.xml · nonDerivative · entry 1 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,589 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 |
| July 16, 2021 Filed Jul 20, 2021 18:12 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $2.03 | $0.00 |
DisclosureSEC source: 0001562180-21-005019 · primarydocument.xml · derivative · entry 4 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,163 Underlying: Common Stock · 20,000 shares Expires 2024-12-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 18:12 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 6,675 | $64.26 | $428,930.16 |
DisclosureSEC source: 0001562180-21-005019 · primarydocument.xml · nonDerivative · entry 3 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,089 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 $63.92 to $64.49 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 |
| July 16, 2021 Filed Jul 20, 2021 18:12 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 13,325 | $63.51 | $846,272.08 |
DisclosureSEC source: 0001562180-21-005019 · primarydocument.xml · nonDerivative · entry 2 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,764 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 $62.90 to $63.89 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 |
| July 16, 2021 Filed Jul 20, 2021 18:12 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 20,000 | $2.03 | $40,600.00 |
DisclosureSEC source: 0001562180-21-005019 · primarydocument.xml · nonDerivative · entry 1 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,089 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 |
| July 08, 2021 Filed Jul 12, 2021 16:29 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 2,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004893 · primarydocument.xml · nonDerivative · entry 1 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,089 F1 · shares: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) July 8, 2022, and (ii) the next annual meeting of the Issuer's stockholders. 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 19, 2021 Filed Jan 21, 2021 01:31 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 35,000 | $0.00 Strike: $2.03 | $0.00 |
DisclosureSEC source: 0000899243-21-002579 · doc4.xml · derivative · entry 4 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,163 Underlying: Common Stock · 35,000 shares Expires 2024-12-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F5 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. 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.