Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Bankrate, Inc.
Report date November 08, 2017 · Filed November 08, 2017
Section 16 reporting ended · disclosed 2017-11-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2017-11-08 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2017-11-08 · Disposition to issuer · Disposed 51,088 · Balance 0 F1: At the Effective Time, (i) each issued and outstanding share of common stock of the Company was cancelled and converted into the right to receive $14.00 in cash, without interest (the "Merger Consideration"), and (ii) each outstanding restricted stock award and restricted stock unit award became fully vested (in the case of awards that vested solely based on continued service) or became vested to the extent provided for in the applicable award agreement (in the case of awards that vested based on performance conditions for which the performance period was not complete, with performance determined in accordance with the Merger Agreement) and was cancelled and converted into the right to receive the Merger Consideration in respect of each vested share of common stock of the Company subject to such award, in each case subject to applicable withholding taxes. Row 2 · 2017-11-08 · Grant · Acquired 9,148 · Balance 9,148 F2: Represents performance-based restricted stock unit awards that became vested and were converted at the Effective Time into the right to receive the Merger Consideration, subject to applicable withholding taxes, as provided in the Merger Agreement and as described in footnote 1. F1: At the Effective Time, (i) each issued and outstanding share of common stock of the Company was cancelled and converted into the right to receive $14.00 in cash, without interest (the "Merger Consideration"), and (ii) each outstanding restricted stock award and restricted stock unit award became fully vested (in the case of awards that vested solely based on continued service) or became vested to the extent provided for in the applicable award agreement (in the case of awards that vested based on performance conditions for which the performance period was not complete, with performance determined in accordance with the Merger Agreement) and was cancelled and converted into the right to receive the Merger Consideration in respect of each vested share of common stock of the Company subject to such award, in each case subject to applicable withholding taxes. Row 3 · 2017-11-08 · Disposition to issuer · Disposed 9,148 · Balance 0 F2: Represents performance-based restricted stock unit awards that became vested and were converted at the Effective Time into the right to receive the Merger Consideration, subject to applicable withholding taxes, as provided in the Merger Agreement and as described in footnote 1. F1: At the Effective Time, (i) each issued and outstanding share of common stock of the Company was cancelled and converted into the right to receive $14.00 in cash, without interest (the "Merger Consideration"), and (ii) each outstanding restricted stock award and restricted stock unit award became fully vested (in the case of awards that vested solely based on continued service) or became vested to the extent provided for in the applicable award agreement (in the case of awards that vested based on performance conditions for which the performance period was not complete, with performance determined in accordance with the Merger Agreement) and was cancelled and converted into the right to receive the Merger Consideration in respect of each vested share of common stock of the Company subject to such award, in each case subject to applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: At the Effective Time, (i) each issued and outstanding share of common stock of the Company was cancelled and converted into the right to receive $14.00 in cash, without interest (the "Merger Consideration"), and (ii) each outstanding restricted stock award and restricted stock unit award became fully vested (in the case of awards that vested solely based on continued service) or became vested to the extent provided for in the applicable award agreement (in the case of awards that vested based on performance conditions for which the performance period was not complete, with performance determined in accordance with the Merger Agreement) and was cancelled and converted into the right to receive the Merger Consideration in respect of each vested share of common stock of the Company subject to such award, in each case subject to applicable withholding taxes.
F2: Represents performance-based restricted stock unit awards that became vested and were converted at the Effective Time into the right to receive the Merger Consideration, subject to applicable withholding taxes, as provided in the Merger Agreement and as described in footnote 1.
Phreesia, Inc.
Report date June 21, 2024 · Filed June 24, 2024
Section 16 reporting ended · disclosed 2024-06-24. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,820 |
Reported balance
After 2024-06-21 transaction · row 1
1 source rowRow 1 · 2024-06-21 · Sale · Disposed 114 · Balance 34,820 F1: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the reporting person's tax withholding obligations in connection with the settlement of an award of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the reporting person's tax withholding obligations in connection with the settlement of an award of restricted stock units.
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 |
|---|---|---|---|---|---|---|
| June 21, 2024 Filed Jun 24, 2024 20:30 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 114 | $20.24 | $2,306.96 |
DisclosureSEC source: 0001127602-24-019156 · form4.xml · nonDerivative · entry 1 Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,820 F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the reporting person's tax withholding obligations in connection with the settlement of an award of restricted stock units. Read SEC document |
| May 01, 2024 Filed May 2, 2024 20:22 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 286 | $21.00 | $6,005.63 |
DisclosureSEC source: 0001562180-24-003707 · primarydocument.xml · nonDerivative · entry 1 Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,934 F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the reporting person's tax withholding obligations in connection with the settlement of an award of restricted stock units. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.80 to $21.27 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 |
| April 18, 2024 Filed Apr 19, 2024 20:24 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 912 | $22.85 | $20,836.46 |
DisclosureSEC source: 0001562180-24-003482 · primarydocument.xml · nonDerivative · entry 1 Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,220 F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the reporting person's tax withholding obligations in connection with the settlement of an award of restricted stock units. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.56 to $23.19 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 |
| April 10, 2024 Filed Apr 12, 2024 22:40 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 2,768 | $23.10 | $63,928.07 |
DisclosureSEC source: 0001562180-24-003401 · primarydocument.xml · nonDerivative · entry 1 Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,132 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 13, 2023. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.71 to $23.30 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 |
| April 08, 2024 Filed Apr 10, 2024 21:18 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 17 | $23.02 | $391.28 |
DisclosureSEC source: 0001562180-24-003384 · primarydocument.xml · nonDerivative · entry 3 Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,900 F2 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the Reporting Person's tax withholding obligations in connection with the settlement of an award of restricted stock units. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.00 to $23.04 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 |
| April 08, 2024 Filed Apr 10, 2024 21:18 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,692 | $22.62 | $38,266.44 |
DisclosureSEC source: 0001562180-24-003384 · primarydocument.xml · nonDerivative · entry 2 Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,917 F2 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the Reporting Person's tax withholding obligations in connection with the settlement of an award of restricted stock units. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.00 to $22.98 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 |
| April 05, 2024 Filed Apr 9, 2024 23:41 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 4,477 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-24-003375 · primarydocument.xml · nonDerivative · entry 1 Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,426 F1 · shares: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the fiscal year ended January 31, 2024 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted are based on a per share value of $21.79, the closing price of the Issuer's common stock on April 5, 2024. F1 · price: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the fiscal year ended January 31, 2024 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted are based on a per share value of $21.79, the closing price of the Issuer's common stock on April 5, 2024. Read SEC document |
| March 20, 2024 Filed Mar 21, 2024 20:11 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 137 | $23.66 | $3,241.38 |
DisclosureSEC source: 0001562180-24-002899 · primarydocument.xml · nonDerivative · entry 1 Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,949 F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the reporting person's tax withholding obligations in connection with the settlement of an award of restricted stock units. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.28 to $24.19 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 |
| March 19, 2024 Filed Apr 10, 2024 21:18 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 2,817 | $23.27 | $65,560.89 |
DisclosureSEC source: 0001562180-24-003384 · primarydocument.xml · nonDerivative · entry 1 Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,609 F1 · date: This transaction is being reported late on this Form 4 due to inadvertent administrative error. F2 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the Reporting Person's tax withholding obligations in connection with the settlement of an award of restricted stock units. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.16 to $23.64 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 |
| February 09, 2024 Filed Feb 13, 2024 21:58 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 480 | $28.00 | $13,440.00 |
DisclosureSEC source: 0001562180-24-001288 · primarydocument.xml · nonDerivative · entry 1 Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 39,086 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 13, 2023. Read SEC document |
| February 02, 2024 Filed Feb 6, 2024 21:22 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 480 | $27.00 | $12,960.00 |
DisclosureSEC source: 0001562180-24-001099 · primarydocument.xml · nonDerivative · entry 1 Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 39,566 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 13, 2023. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 23:06 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 328 | $25.99 | $8,524.65 |
DisclosureSEC source: 0001562180-24-001015 · primarydocument.xml · nonDerivative · entry 2 Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 40,046 F2 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the reporting person's tax withholding obligations in connection with the settlement of an award of restricted stock units. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.93 to $26.08 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 12, 2024 Filed Feb 2, 2024 23:06 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 205 | $24.11 | $4,942.55 |
DisclosureSEC source: 0001562180-24-001015 · primarydocument.xml · nonDerivative · entry 1 Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 40,374 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 13, 2023. Read SEC document |
| December 19, 2023 Filed Dec 20, 2023 21:14 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 118 | $23.72 | $2,799.31 |
DisclosureSEC source: 0001562180-23-008507 · primarydocument.xml · nonDerivative · entry 1 Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,579 F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the reporting person's tax withholding obligations in connection with the settlement of an award of restricted stock units. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.595 to $23.84 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 |
| November 01, 2023 Filed Nov 2, 2023 20:39 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 298 | $13.38 | $3,988.16 |
DisclosureSEC source: 0001562180-23-007509 · primarydocument.xml · nonDerivative · entry 1 Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,697 F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the Reporting Person's tax withholding obligations in connection with the settlement of an award of restricted stock units. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.32 to $13.47 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 18, 2023 Filed Sep 20, 2023 20:23 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 125 | $19.79 | $2,473.65 |
DisclosureSEC source: 0001562180-23-006968 · primarydocument.xml · nonDerivative · entry 1 Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,995 F1 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the Reporting Person's tax withholding obligations in connection with the settlement of an award of restricted stock units. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.6848 to $19.91 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 13, 2023 Filed Sep 14, 2023 21:09 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 37 | $21.20 | $784.57 |
DisclosureSEC source: 0001562180-23-006862 · primarydocument.xml · nonDerivative · entry 3 Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,120 F2 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the Reporting Person's tax withholding obligations in connection with the settlement of an award of RSUs. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.17 to $21.24 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 13, 2023 Filed Sep 14, 2023 21:09 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 897 | $20.30 | $18,211.88 |
DisclosureSEC source: 0001562180-23-006862 · primarydocument.xml · nonDerivative · entry 2 Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,157 F2 · kind: These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the Reporting Person's tax withholding obligations in connection with the settlement of an award of RSUs. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.11 to $21.05 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 12, 2023 Filed Sep 14, 2023 21:09 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 2,404 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-006862 · primarydocument.xml · nonDerivative · entry 1 Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,054 F1 · price: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the first half of the fiscal year ending January 31, 2024 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted is based on a per share value of $21.27, the closing price of the Issuer's common stock on September 12, 2023. Read SEC document |
| July 31, 2023 Filed Aug 1, 2023 22:01 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 272 | $31.72 | $8,627.84 |
DisclosureSEC source: 0001562180-23-006093 · primarydocument.xml · nonDerivative · entry 1 Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,650 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of Restricted Stock Units and does not represent a sale by the Reporting Person. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 20:07 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 148 | $26.21 | $3,879.08 |
DisclosureSEC source: 0001562180-23-005685 · primarydocument.xml · nonDerivative · entry 1 Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,922 F1 · kind: Shares purchased pursuant to the Phreesia, Inc. Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of January 3, 2023 through June 30, 2023. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the issuer's common stock on January 3, 2023. Read SEC document |
| June 17, 2023 Filed Jun 20, 2023 21:01 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 117 | $31.79 | $3,719.43 |
DisclosureSEC source: 0001562180-23-005375 · primarydocument.xml · nonDerivative · entry 1 Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,774 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of Restricted Stock Units and does not represent a sale by the Reporting Person. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:17 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 271 | $31.64 | $8,574.44 |
DisclosureSEC source: 0001562180-23-003888 · primarydocument.xml · nonDerivative · entry 1 Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,891 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of Restricted Stock Units and does not represent a sale by the Reporting Person. Read SEC document |
| April 16, 2023 Filed Apr 18, 2023 20:51 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 9,481 | $31.64 | $299,978.84 |
DisclosureSEC source: 0001562180-23-003603 · primarydocument.xml · nonDerivative · entry 1 Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,162 F1 · kind: 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 four substantially equal annual installments beginning on April 16, 2024. Read SEC document |
| April 10, 2023 Filed Apr 12, 2023 21:15 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,123 | $30.15 | $33,858.45 |
DisclosureSEC source: 0001562180-23-003535 · primarydocument.xml · nonDerivative · entry 2 Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,147 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of fully vested RSUs granted on April 10, 2023 and does not represent a sale by the Reporting Person. Read SEC document |
| April 10, 2023 Filed Apr 12, 2023 21:15 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 3,115 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-003535 · primarydocument.xml · nonDerivative · entry 1 Gunzburg Janet · CIK 0001664143 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,270 F1 · shares: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the fiscal year ended January 31, 2023 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted are based on a per share value of $30.15, the closing price of the Issuer's common stock on April 10, 2023. F1 · price: Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of the Reporting Person's cash bonus earned for the fiscal year ended January 31, 2023 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted are based on a per share value of $30.15, the closing price of the Issuer's common stock on April 10, 2023. Read SEC document |
| November 08, 2017 Filed Nov 8, 2017 16:30 UTC | Bankrate, Inc. RATE · Entity 172015 | Disposition to issuerCommon Stock | 9,148 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-17-006533 · marketforms-40019.xml · nonDerivative · entry 3 Gunzburg Janet · CIK 0001664143 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · shares: Represents performance-based restricted stock unit awards that became vested and were converted at the Effective Time into the right to receive the Merger Consideration, subject to applicable withholding taxes, as provided in the Merger Agreement and as described in footnote 1. F1 · price: At the Effective Time, (i) each issued and outstanding share of common stock of the Company was cancelled and converted into the right to receive $14.00 in cash, without interest (the "Merger Consideration"), and (ii) each outstanding restricted stock award and restricted stock unit award became fully vested (in the case of awards that vested solely based on continued service) or became vested to the extent provided for in the applicable award agreement (in the case of awards that vested based on performance conditions for which the performance period was not complete, with performance determined in accordance with the Merger Agreement) and was cancelled and converted into the right to receive the Merger Consideration in respect of each vested share of common stock of the Company subject to such award, in each case subject to applicable withholding taxes. Read SEC document |
| November 08, 2017 Filed Nov 8, 2017 16:30 UTC | Bankrate, Inc. RATE · Entity 172015 | GrantCommon Stock | 9,148 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-17-006533 · marketforms-40019.xml · nonDerivative · entry 2 Gunzburg Janet · CIK 0001664143 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,148 F2 · shares: Represents performance-based restricted stock unit awards that became vested and were converted at the Effective Time into the right to receive the Merger Consideration, subject to applicable withholding taxes, as provided in the Merger Agreement and as described in footnote 1. F1 · price: At the Effective Time, (i) each issued and outstanding share of common stock of the Company was cancelled and converted into the right to receive $14.00 in cash, without interest (the "Merger Consideration"), and (ii) each outstanding restricted stock award and restricted stock unit award became fully vested (in the case of awards that vested solely based on continued service) or became vested to the extent provided for in the applicable award agreement (in the case of awards that vested based on performance conditions for which the performance period was not complete, with performance determined in accordance with the Merger Agreement) and was cancelled and converted into the right to receive the Merger Consideration in respect of each vested share of common stock of the Company subject to such award, in each case subject to applicable withholding taxes. Read SEC document |
| November 08, 2017 Filed Nov 8, 2017 16:30 UTC | Bankrate, Inc. RATE · Entity 172015 | Disposition to issuerCommon Stock | 51,088 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-17-006533 · marketforms-40019.xml · nonDerivative · entry 1 Gunzburg Janet · CIK 0001664143 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: At the Effective Time, (i) each issued and outstanding share of common stock of the Company was cancelled and converted into the right to receive $14.00 in cash, without interest (the "Merger Consideration"), and (ii) each outstanding restricted stock award and restricted stock unit award became fully vested (in the case of awards that vested solely based on continued service) or became vested to the extent provided for in the applicable award agreement (in the case of awards that vested based on performance conditions for which the performance period was not complete, with performance determined in accordance with the Merger Agreement) and was cancelled and converted into the right to receive the Merger Consideration in respect of each vested share of common stock of the Company subject to such award, in each case subject to applicable withholding taxes. Read SEC document |
| August 03, 2017 Filed Aug 4, 2017 16:30 UTC | Bankrate, Inc. RATE · Entity 172015 | Tax withholdingCommon Stock | 2,828 | $13.90 | $39,309.20 |
DisclosureSEC source: 0001214659-17-004806 · marketforms-39368.xml · nonDerivative · entry 1 Gunzburg Janet · CIK 0001664143 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,088 F1 · shares: Represents shares surrendered by the reporting person to Bankrate, Inc. to satisfy withholding tax obligations due upon vesting of restricted stock previously awarded to the reporting person. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 18:00 UTC | Bankrate, Inc. RATE · Entity 172015 | GrantCommon Stock | 15,810 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-002029 · marketforms-38406.xml · nonDerivative · entry 1 Gunzburg Janet · CIK 0001664143 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,916 F1 · shares: Grant of restricted stock units pursuant to the Bankrate, Inc. 2015 Equity Compensation Plan, exempt under Rule 16b-3. One-third of the grant will vest on each of the first, second, and third anniversaries of the date of grant, subject to continued employment through the applicable anniversary and also to full or partial acceleration of vesting in the event of certain terminations of employment or the occurrence of certain terminations of employment following a change in control. Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 17:00 UTC | Bankrate, Inc. RATE · Entity 172015 | Tax withholdingCommon Stock | 2,987 | $10.40 | $31,064.80 |
DisclosureSEC source: 0001214659-17-001888 · marketforms-38349.xml · nonDerivative · entry 1 Gunzburg Janet · CIK 0001664143 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,106 F1 · shares: Represents shares surrendered by the reporting person to Bankrate, Inc. to satisfy withholding tax obligations due upon vesting of restricted stock previously awarded to the reporting person. 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.