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 |
|---|---|---|---|---|---|---|
| January 19, 2021 Filed Jan 21, 2021 01:31 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 17,218 | $64.06 | $1,102,936.87 |
DisclosureSEC source: 0000899243-21-002579 · doc4.xml · nonDerivative · entry 3 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,484 F1 · kind: This transaction was effected pursuant to a 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 $63.97 to $64.45 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 respesents 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 | SaleCommon Stock | 17,782 | $63.67 | $1,132,176.38 |
DisclosureSEC source: 0000899243-21-002579 · doc4.xml · nonDerivative · entry 2 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,702 F1 · kind: This transaction was effected pursuant to a 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 $62.97 to $63.96 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 respesents 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 / conversionCommon Stock | 35,000 | $2.03 | $71,050.00 |
DisclosureSEC source: 0000899243-21-002579 · doc4.xml · nonDerivative · entry 1 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,484 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU respesents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| July 08, 2020 Filed Jul 21, 2020 22:54 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 6,110 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-019834 · doc4.xml · nonDerivative · entry 1 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,484 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, 2021, and (ii) the next annual meeting of the Issuer's stockholders. F2 · balance_after: A portion of these shares represent RSUs. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 22:19 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,680 | $0.00 Strike: $2.03 | $0.00 |
DisclosureSEC source: 0000899243-20-004687 · doc4.xml · derivative · entry 3 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,163 Underlying: Common Stock · 10,680 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. F3 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 22:19 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 10,680 | $32.51 | $347,198.26 |
DisclosureSEC source: 0000899243-20-004687 · doc4.xml · nonDerivative · entry 2 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,374 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · balance_after: A potion 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 |
| February 12, 2020 Filed Feb 14, 2020 22:19 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 10,680 | $2.03 | $21,680.40 |
DisclosureSEC source: 0000899243-20-004687 · doc4.xml · nonDerivative · entry 1 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,054 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 potion 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 |
| February 11, 2020 Filed Feb 13, 2020 01:32 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 9,143 | $0.00 Strike: $2.03 | $0.00 |
DisclosureSEC source: 0000899243-20-004396 · doc4.xml · derivative · entry 6 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,843 Underlying: Common Stock · 9,143 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. F3 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 01:32 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 9,143 | $33.02 | $301,924.72 |
DisclosureSEC source: 0000899243-20-004396 · doc4.xml · nonDerivative · entry 4 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,374 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · balance_after: A potion 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 |
| February 11, 2020 Filed Feb 13, 2020 01:32 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 9,143 | $2.03 | $18,560.29 |
DisclosureSEC source: 0000899243-20-004396 · doc4.xml · nonDerivative · entry 3 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,517 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 potion 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 |
| February 10, 2020 Filed Feb 13, 2020 01:32 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 15,177 | $0.00 Strike: $2.03 | $0.00 |
DisclosureSEC source: 0000899243-20-004396 · doc4.xml · derivative · entry 5 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,975 Underlying: Common Stock · 15,177 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. F3 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| February 10, 2020 Filed Feb 13, 2020 01:32 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 15,177 | $32.79 | $497,620.44 |
DisclosureSEC source: 0000899243-20-004396 · doc4.xml · nonDerivative · entry 2 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,374 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · balance_after: A potion 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 |
| February 10, 2020 Filed Feb 13, 2020 01:32 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 15,177 | $2.03 | $30,809.31 |
DisclosureSEC source: 0000899243-20-004396 · doc4.xml · nonDerivative · entry 1 Weintraub Michael · CIK 0001776800 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,551 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 potion 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.