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Weintraub Michael

Disclosed activity across 1 company

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76042
SEC CIK
0001776800

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Phreesia, Inc.PHR · Entity 2606DirectorAugust 25, 2025August 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect158,229 Reported balance After 2025-08-25 transaction · row 1 Sequence does not reconcile; account continuity is unresolved.
1 source row

Row 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-derivativeDirect161,342 Reported balance After 2025-08-25 transaction · row 2 Sequence does not reconcile; account continuity is unresolved.
1 source row

Row 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-derivativeDirect165,116 Reported balance After 2025-08-25 transaction · row 3 Sequence does not reconcile; account continuity is unresolved.
1 source row

Row 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 2029-03-26Direct10,540 Reported balance After 2025-08-25 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 2028-02-29Direct0 Reported balance After 2025-08-25 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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-derivativeIndirectMichael Weintraub 2023 Qualified Annuity Trust30,795 Reported balance Holding disclosure · report date 2025-08-25 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 30,795

Common StockSEC Table I · non-derivativeIndirectWeintraub Family 2017 Irrevocable Trust6,703 Reported balance Holding disclosure · report date 2025-08-25 · row 5 Holding and transaction disclosures are not merged.
1 source row

Row 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

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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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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August 05, 2021 Filed Aug 9, 2021 16:08 UTC Phreesia, Inc. PHR · Entity 2606 SaleCommon Stock 8,236 $70.13 $577,551.97
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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July 30, 2021 Filed Aug 2, 2021 16:03 UTC Phreesia, Inc. PHR · Entity 2606 SaleCommon Stock 10 $70.00 $700.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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July 29, 2021 Filed Aug 2, 2021 16:03 UTC Phreesia, Inc. PHR · Entity 2606 SaleCommon Stock 1,754 $70.02 $122,821.04
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.