Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Jazz Pharmaceuticals plcJAZZ · Entity 818 | Director | August 31, 2026 | September 02, 2026 |
| Phreesia, Inc.PHR · Entity 2606 | Director | June 24, 2026 | June 26, 2026 |
| Teladoc Health, Inc.TDOC · Entity 1547 | Director | May 21, 2026 | May 21, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Jazz Pharmaceuticals plc
Report date August 31, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 9,579 |
Ending reported balance
After 2026-08-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-31 · Tax withholding · Disposed 14 · Balance 11,271 F1: Shares sold to satisfy tax obligations arising out of the vesting of previously granted restricted stock units. Row 2 · 2026-08-31 · Tax withholding · Disposed 1,692 · Balance 9,579 F1: Shares sold to satisfy tax obligations arising out of the vesting of previously granted restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold to satisfy tax obligations arising out of the vesting of previously granted restricted stock units.
Phreesia, Inc.
Report date June 24, 2026 · Filed June 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 56,643 |
Reported balance
After 2026-06-24 transaction · row 1
1 source rowRow 1 · 2026-06-24 · Grant · Acquired 19,290 · Balance 56,643 F1: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) June 24, 2027 and (ii) the next annual meeting of the Issuer's stockholders. Director has elected to defer this grant pursuant to Phreesia, Inc.'s Non-Employee Director Deferred Compensation Program. Director shall receive underlying common stock on the earlier of (a) 90 days after director ceases to serve as a member of the Board of Directors of the Issuer and incurs a "separation from service" within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder, or (b) five years from the date of grant of the deferred RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) June 24, 2027 and (ii) the next annual meeting of the Issuer's stockholders. Director has elected to defer this grant pursuant to Phreesia, Inc.'s Non-Employee Director Deferred Compensation Program. Director shall receive underlying common stock on the earlier of (a) 90 days after director ceases to serve as a member of the Board of Directors of the Issuer and incurs a "separation from service" within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder, or (b) five years from the date of grant of the deferred RSUs.
Teladoc Health, Inc.
Report date May 21, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 30,441 |
Reported balance
After 2026-05-21 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 30,441 · Balance 30,441 F1: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F2: The restricted stock units vest in full on the earlier of (i) May 21, 2027 and (ii) the day immediately preceding the issuer's 2027 annual meeting of stockholders. Vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock.
F2: The restricted stock units vest in full on the earlier of (i) May 21, 2027 and (ii) the day immediately preceding the issuer's 2027 annual meeting of stockholders. Vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 31, 2026 Filed Sep 2, 2026 21:34 UTC | Jazz Pharmaceuticals plc JAZZ · Entity 818 | Tax withholdingOrdinary Shares | 1,692 | $241.39 | $408,431.88 |
DisclosureSEC source: 0001756253-26-000009 · edgardoc.xml · nonDerivative · entry 2 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,579 F1 · kind: Shares sold to satisfy tax obligations arising out of the vesting of previously granted restricted stock units. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 21:34 UTC | Jazz Pharmaceuticals plc JAZZ · Entity 818 | Tax withholdingOrdinary Shares | 14 | $244.64 | $3,425.02 |
DisclosureSEC source: 0001756253-26-000009 · edgardoc.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,271 F1 · kind: Shares sold to satisfy tax obligations arising out of the vesting of previously granted restricted stock units. Read SEC document |
| August 05, 2026 Filed Aug 7, 2026 21:46 UTC | Jazz Pharmaceuticals plc JAZZ · Entity 818 | GrantOrdinary Shares | 1,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001756253-26-000006 · edgardoc.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,285 F1 · kind: These restricted stock units are granted pursuant to the Issuer's 2007 Amended and Restated Non-Employee Directors Stock Award Plan. Each restricted stock unit represents a contingent right to receive one ordinary share upon the vesting of the unit. Subject to the Reporting Person's continuous service and certain additional conditions, these units will vest in full on July 23, 2027. Read SEC document |
| June 24, 2026 Filed Jun 26, 2026 20:22 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 19,290 | $9.59 | $184,991.10 |
DisclosureSEC source: 0001412408-26-000184 · form4.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,643 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 24, 2027 and (ii) the next annual meeting of the Issuer's stockholders. Director has elected to defer this grant pursuant to Phreesia, Inc.'s Non-Employee Director Deferred Compensation Program. Director shall receive underlying common stock on the earlier of (a) 90 days after director ceases to serve as a member of the Board of Directors of the Issuer and incurs a "separation from service" within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder, or (b) five years from the date of grant of the deferred RSUs. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 20:45 UTC | Jazz Pharmaceuticals plc JAZZ · Entity 818 | SaleOrdinary Shares | 1,157 | $230.55 | $266,746.35 |
DisclosureSEC source: 0001756253-26-000004 · edgardoc.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,680 F1 · kind: This transaction was made pursuant to a plan adopted by the reporting person on March 9, 2026 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. The transaction occurred automatically and does not represent a discretionary transaction by the reporting person. Read SEC document |
| May 21, 2026 Filed May 21, 2026 21:14 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantRestricted Stock Units · Derivative | 30,441 | $0.00 | $0.00 |
DisclosureSEC source: 0001756253-26-000002 · wk-form4_1779398065.xml · derivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,441 Underlying: Common Stock · 30,441 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F2 · derivative.exercise_date: The restricted stock units vest in full on the earlier of (i) May 21, 2027 and (ii) the day immediately preceding the issuer's 2027 annual meeting of stockholders. Vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death. F2 · derivative.expiration_date: The restricted stock units vest in full on the earlier of (i) May 21, 2027 and (ii) the day immediately preceding the issuer's 2027 annual meeting of stockholders. Vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death. Read SEC document |
| August 08, 2025 Filed Aug 11, 2025 21:36 UTC | Jazz Pharmaceuticals plc JAZZ · Entity 818 | Tax withholdingOrdinary Shares | 1,805 | $111.25 | $200,806.61 |
DisclosureSEC source: 0001765581-25-000080 · edgardoc.xml · nonDerivative · entry 2 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,837 F2 · kind: Shares sold to satisfy tax obligations arising out of the vesting of previously granted restricted stock units. Read SEC document |
| August 07, 2025 Filed Aug 11, 2025 21:36 UTC | Jazz Pharmaceuticals plc JAZZ · Entity 818 | GrantOrdinary Shares | 3,507 | $0.00 | $0.00 |
DisclosureSEC source: 0001765581-25-000080 · edgardoc.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,642 F1 · kind: These restricted stock units are granted pursuant to the Issuer's 2007 Amended and Restated Non-Employee Directors Stock Award Plan. Each restricted stock unit represents a contingent right to receive one ordinary share upon the vesting of the unit. Subject to the Reporting Person's continuous service and certain additional conditions, these units will vest in full on July 24, 2026. Read SEC document |
| July 02, 2025 Filed Jul 3, 2025 23:34 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option · Derivative | 7,000 | $0.00 Strike: $4.71 | $0.00 |
DisclosureSEC source: 0001127602-25-018936 · form4.xml · derivative · entry 3 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 51,193 Underlying: Common Stock · 7,000 shares Expires 2028-09-04 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 10, 2025. F2 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| July 02, 2025 Filed Jul 3, 2025 23:34 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 7,000 | $29.00 | $203,000.00 |
DisclosureSEC source: 0001127602-25-018936 · form4.xml · nonDerivative · entry 2 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,353 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 10, 2025. Read SEC document |
| July 02, 2025 Filed Jul 3, 2025 23:34 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 7,000 | $4.71 | $32,970.00 |
DisclosureSEC source: 0001127602-25-018936 · form4.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 44,353 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 10, 2025. Read SEC document |
| June 25, 2025 Filed Jun 27, 2025 22:44 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 6,700 | $27.61 | $184,987.00 |
DisclosureSEC source: 0001127602-25-018206 · form4.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,353 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. Director has elected to defer this grant pursuant to Phreesia, Inc.'s Non-Employee Director Deferred Compensation Program. Director shall receive underlying common stock on the earlier of (a) 90 days after director ceases to serve as a member of the Board of Directors of the Issuer and incurs a "separation from service" within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder, or (b) five years from the date of grant of the deferred RSUs. Read SEC document |
| May 22, 2025 Filed May 23, 2025 20:07 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantRestricted Stock Units · Derivative | 28,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001477449-25-000070 · wk-form4_1748030815.xml · derivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,986 Underlying: Common Stock · 28,986 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F2 · derivative.exercise_date: The restricted stock units vest in full on the earlier of (i) May 22, 2026 and (ii) the day immediately preceding the issuer's 2026 annual meeting of stockholders. Vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death. F2 · derivative.expiration_date: The restricted stock units vest in full on the earlier of (i) May 22, 2026 and (ii) the day immediately preceding the issuer's 2026 annual meeting of stockholders. Vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 20:10 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | PurchaseCommon Stock | 4,000 | $7.08 | $28,312.00 |
DisclosureSEC source: 0001628280-24-037693 · wk-form4_1724098235.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,355 Read SEC document |
| August 06, 2024 Filed Aug 6, 2024 22:42 UTC | Jazz Pharmaceuticals plc JAZZ · Entity 818 | Tax withholdingOrdinary Shares | 1,484 | $111.35 | $165,243.40 |
DisclosureSEC source: 0001765581-24-000078 · edgardoc.xml · nonDerivative · entry 2 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,135 F2 · kind: Shares sold to satisfy tax obligations arising out of the vesting of previously granted restricted stock units. Read SEC document |
| August 02, 2024 Filed Aug 6, 2024 22:42 UTC | Jazz Pharmaceuticals plc JAZZ · Entity 818 | GrantOrdinary Shares | 3,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001765581-24-000078 · edgardoc.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,619 F1 · kind: These restricted stock units are granted pursuant to the Issuer's 2007 Amended and Restated Non-Employee Directors Stock Award Plan. Each restricted stock unit represents a contingent right to receive one ordinary share upon the vesting of the unit. Subject to the Reporting Person's continuous service and certain additional conditions, these units will vest in full on July 25, 2025. Read SEC document |
| July 18, 2024 Filed Jul 22, 2024 20:56 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option · Derivative | 7,000 | $0.00 Strike: $4.71 | $0.00 |
DisclosureSEC source: 0001127602-24-020800 · form4.xml · derivative · entry 3 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 58,193 Underlying: Common Stock · 7,000 shares Expires 2028-09-04 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 December 22, 2023. F2 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| July 18, 2024 Filed Jul 22, 2024 20:56 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 7,000 | $25.00 | $175,000.00 |
DisclosureSEC source: 0001127602-24-020800 · form4.xml · nonDerivative · entry 2 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,653 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 22, 2023. Read SEC document |
| July 18, 2024 Filed Jul 22, 2024 20:56 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 7,000 | $4.71 | $32,970.00 |
DisclosureSEC source: 0001127602-24-020800 · form4.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,653 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 December 22, 2023. Read SEC document |
| June 26, 2024 Filed Jun 28, 2024 21:04 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 8,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019403 · form4.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,653 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 26, 2025 and (ii) the next annual meeting of the Issuer's stockholders. Director has elected to defer this grant pursuant to Phreesia, Inc.'s Non-Employee Director Deferred Compensation Program. Director shall receive underlying common stock on the earlier of (a) 90 days after director ceases to serve as a member of the Board of Directors of the Issuer and incurs a "separation from service" within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder, or (b) five years from the date of grant of the deferred RSUs. Read SEC document |
| May 23, 2024 Filed May 24, 2024 20:26 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantRestricted Stock Units · Derivative | 17,467 | $0.00 | $0.00 |
DisclosureSEC source: 0001477449-24-000126 · wk-form4_1716582399.xml · derivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,467 Underlying: Common Stock · 17,467 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F2 · derivative.exercise_date: The restricted stock units vest in full on the earlier of (i) May 23, 2025 and (ii) the day immediately preceding the issuer's 2025 annual meeting of stockholders. Vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death. F2 · derivative.expiration_date: The restricted stock units vest in full on the earlier of (i) May 23, 2025 and (ii) the day immediately preceding the issuer's 2025 annual meeting of stockholders. Vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death. Read SEC document |
| December 04, 2023 Filed Dec 6, 2023 21:39 UTC | Jazz Pharmaceuticals plc JAZZ · Entity 818 | SaleOrdinary Shares | 417 | $119.27 | $49,735.59 |
DisclosureSEC source: 0001765581-23-000110 · edgardoc.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,888 F1 · kind: Shares sold to satisfy tax obligations arising out of the vesting of previously granted restricted stock units. Read SEC document |
| August 14, 2023 Filed Aug 15, 2023 22:00 UTC | Jazz Pharmaceuticals plc JAZZ · Entity 818 | SaleOrdinary Shares | 1,241 | $138.16 | $171,453.95 |
DisclosureSEC source: 0001765581-23-000090 · edgardoc.xml · nonDerivative · entry 2 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,305 F2 · kind: Shares sold to satisfy tax obligations arising out of the vesting of previously granted restricted stock units. F3 · price: Reflects sales of ordinary shares executed in multiple transactions at prices ranging from $137.63 to $138.16. The price reported reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request to the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the sales were effected. Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 22:00 UTC | Jazz Pharmaceuticals plc JAZZ · Entity 818 | GrantOrdinary Shares | 3,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001765581-23-000090 · edgardoc.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,546 F1 · kind: Directors Stock Award Plan. Each restricted stock unit represents a contingent right to receive one ordinary share upon the vesting of the unit. Subject to the Reporting Person's continuous service and certain additional conditions, these units will vest in full on August 3, 2024. Read SEC document |
| June 28, 2023 Filed Jun 30, 2023 20:15 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 6,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005580 · primarydocument.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,163 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. Director has elected to defer this grant pursuant to Phreesia, Inc.'s Non-Employee Director Deferred Compensation Program. Director shall receive underlying common stock on the earlier of (a) 90 days after director ceases to serve as a member of the Board of Directors of the Issuer and incurs a "separation from service" within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder, or (b) five years from the date of grant of the deferred RSUs. Read SEC document |
| May 25, 2023 Filed May 26, 2023 20:39 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantRestricted Stock Units · Derivative | 9,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-008862 · form4-05262023_080501.xml · derivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,834 Underlying: Common Stock · 9,834 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F2 · derivative.exercise_date: The restricted stock units vest in full on the earlier of (i) May 25, 2024 and (ii) the day immediately preceding the issuer's 2024 annual meeting of stockholders. Vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death. F2 · derivative.expiration_date: The restricted stock units vest in full on the earlier of (i) May 25, 2024 and (ii) the day immediately preceding the issuer's 2024 annual meeting of stockholders. Vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 20:36 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option · Derivative | 7,000 | $0.00 Strike: $4.71 | $0.00 |
DisclosureSEC source: 0001562180-23-003442 · primarydocument.xml · derivative · entry 4 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 65,193 Underlying: Common Stock · 7,000 shares Expires 2028-09-04 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 18, 2023. F4 · derivative.exercise_date: 27,306 of the original 84,193 shares underlying the option vested became exercisable on September 5, 2019, with 25% of the remainder vesting on September 5, 2019, and 75% of the remainder vesting in thirty-six (36) equal monthly installments thereafter. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 20:36 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 500 | $31.77 | $15,885.50 |
DisclosureSEC source: 0001562180-23-003442 · primarydocument.xml · nonDerivative · entry 3 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,112 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 18, 2023. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.60 to $31.93 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 03, 2023 Filed Apr 5, 2023 20:36 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 6,500 | $30.69 | $199,481.75 |
DisclosureSEC source: 0001562180-23-003442 · primarydocument.xml · nonDerivative · entry 2 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,612 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 18, 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 $30.33 to $31.19 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 03, 2023 Filed Apr 5, 2023 20:36 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 7,000 | $4.71 | $32,970.00 |
DisclosureSEC source: 0001562180-23-003442 · primarydocument.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,112 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 18, 2023. Read SEC document |
| December 02, 2022 Filed Dec 6, 2022 23:57 UTC | Jazz Pharmaceuticals plc JAZZ · Entity 818 | SaleOrdinary Shares | 420 | $154.68 | $64,965.85 |
DisclosureSEC source: 0001765581-22-000130 · edgardoc.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,471 F1 · kind: Shares sold to satisfy tax obligations arising out of the vesting of previously granted restricted stock units. Read SEC document |
| August 08, 2022 Filed Aug 9, 2022 22:42 UTC | Jazz Pharmaceuticals plc JAZZ · Entity 818 | SaleOrdinary Shares | 1,089 | $152.32 | $165,879.20 |
DisclosureSEC source: 0001765581-22-000098 · edgardoc.xml · nonDerivative · entry 2 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,891 F2 · kind: Shares sold to satisfy tax obligations arising out of the vesting of previously granted restricted stock units. Read SEC document |
| August 05, 2022 Filed Aug 9, 2022 22:42 UTC | Jazz Pharmaceuticals plc JAZZ · Entity 818 | GrantOrdinary Shares | 2,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001765581-22-000098 · edgardoc.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,980 F1 · kind: These restricted stock units are granted pursuant to the Issuer's 2007 Amended and Restated Non-Employee Directors Stock Award Plan. Each restricted stock unit represents a contingent right to receive one ordinary share upon the vesting of the unit. Subject to the Reporting Person's continuous service and certain additional conditions, these units will vest in full on July 28, 2023. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 21:46 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 7,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-005519 · primarydocument.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,112 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. Director has elected to defer this grant pursuant to Phreesia, Inc.'s Non-Employee Director Deferred Compensation Program. Director shall receive underlying common stock on the earlier of (i) 90 days after Director ceases to serve as a member of the Board of Directors of the Issuer and incurs a "separation from service" within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder or (ii) five years from the date of grant of the deferred RSUs. Read SEC document |
| May 26, 2022 Filed May 31, 2022 20:14 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantRestricted Stock Units · Derivative | 6,726 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-005894 · form4-05312022_010536.xml · derivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,726 Underlying: Common Stock · 6,726 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F2 · derivative.exercise_date: The restricted stock units vest in full on the earlier of (i) May 26, 2023 and (ii) the day immediately preceding the issuer's 2023 annual meeting of stockholders. Vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death. F2 · derivative.expiration_date: The restricted stock units vest in full on the earlier of (i) May 26, 2023 and (ii) the day immediately preceding the issuer's 2023 annual meeting of stockholders. Vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death. Read SEC document |
| May 17, 2022 Filed May 18, 2022 20:20 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 819 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-005235 · form4-05182022_010508.xml · derivative · entry 2 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 819 Underlying: Common Stock · 819 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F3 · derivative.exercise_date: On May 17, 2021, the reporting person was granted 1,638 restricted stock units, vesting in full on May 17, 2022. 50% of the vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death. F3 · derivative.expiration_date: On May 17, 2021, the reporting person was granted 1,638 restricted stock units, vesting in full on May 17, 2022. 50% of the vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death. Read SEC document |
| May 17, 2022 Filed May 18, 2022 20:20 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 819 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-22-005235 · form4-05182022_010508.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,355 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. Read SEC document |
| December 02, 2021 Filed Dec 7, 2021 00:17 UTC | Jazz Pharmaceuticals plc JAZZ · Entity 818 | SaleOrdinary Shares | 417 | $121.30 | $50,582.10 |
DisclosureSEC source: 0001765581-21-000133 · edgardoc.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,419 F1 · kind: Shares sold to satisfy tax obligations arising out of the vesting of previously granted restricted stock units. Read SEC document |
| July 29, 2021 Filed Aug 2, 2021 22:27 UTC | Jazz Pharmaceuticals plc JAZZ · Entity 818 | GrantOrdinary Shares | 2,246 | $0.00 | $0.00 |
DisclosureSEC source: 0001765581-21-000083 · edgardoc.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,836 F1 · kind: These restricted stock units are granted pursuant to the Issuer's 2007 Amended and Restated Non-Employee Directors Stock Award Plan. Each restricted stock unit represents a contingent right to receive one ordinary share upon the vesting of the unit. Subject to the Reporting Person's continuous service and certain additional conditions, these units will vest in full on July 29, 2022. Read SEC document |
| July 08, 2021 Filed Jul 12, 2021 20:30 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 2,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004894 · primarydocument.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,715 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. Director has elected to defer this grant pursuant to Phreesia, Inc.'s Non-Employee Director Deferred Compensation Program. Director shall receive underlying common stock on the earlier of (i) 90 days after Director ceases to serve as a member of the Board of Directors of the Issuer and incurs a "separation from service" within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder or (ii) five years from the date of grant of the deferred RSUs. F2 · balance_after: This amount includes RSUs. Each RSU represents the contingent right to receive one share of the Issuer's common stock. Read SEC document |
| May 17, 2021 Filed May 18, 2021 20:18 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantRestricted Stock Units · Derivative | 1,638 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-005495 · edgar.xml · derivative · entry 3 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,638 Underlying: Common Stock · 1,638 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F4 · derivative.exercise_date: The restricted stock units vest in full on the earlier of (i) May 17, 2022 and (ii) the day immediately preceding the issuer's 2022 annual meeting of stockholders. 50% of the vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death. F4 · derivative.expiration_date: The restricted stock units vest in full on the earlier of (i) May 17, 2022 and (ii) the day immediately preceding the issuer's 2022 annual meeting of stockholders. 50% of the vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death. Read SEC document |
| May 14, 2021 Filed May 18, 2021 20:18 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 524 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-005495 · edgar.xml · derivative · entry 2 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 525 Underlying: Common Stock · 524 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F3 · derivative.exercise_date: On May 28, 2020, the reporting person was granted 1,049 restricted stock units, vesting in full on May 17, 2021. 50% of the vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death. F3 · derivative.expiration_date: On May 28, 2020, the reporting person was granted 1,049 restricted stock units, vesting in full on May 17, 2021. 50% of the vested shares will be delivered to the reporting person on the earliest to occur of (i) within 90 days following the date that is 30 days following the reporting person's separation of service, (ii) immediately prior to, on or within 30 days following a Change of Control (as defined in the issuer's Deferred Compensation Plan for Non-Employee Directors) and (iii) the reporting person's death. Read SEC document |
| May 14, 2021 Filed May 18, 2021 20:18 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 524 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-005495 · edgar.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,536 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 22:01 UTC | Jazz Pharmaceuticals plc JAZZ · Entity 818 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 6,475 | $0.00 Strike: $170.74 | $0.00 |
DisclosureSEC source: 0001765581-21-000011 · edgardoc.xml · derivative · entry 2 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,475 Underlying: Ordinary Shares · 6,475 shares Expires 2031-02-24 F2 · derivative.exercise_date: These options are granted pursuant to the Issuer's 2007 Non-Employee Directors Stock Award Plan. Subject to the Reporting Person's continuous service and certain additional conditions, these options will vest 1/3 on December 1, 2021 and in 24 equal monthly installments thereafter. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 22:01 UTC | Jazz Pharmaceuticals plc JAZZ · Entity 818 | GrantOrdinary Shares | 2,590 | $0.00 | $0.00 |
DisclosureSEC source: 0001765581-21-000011 · edgardoc.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,590 F1 · kind: These restricted stock units are granted pursuant to the Issuer's 2007 Non-Employee Directors Stock Award Plan. Each restricted stock unit represents a contingent right to receive one ordinary share upon the vesting of the unit. Subject to the Reporting Person's continuous service and certain additional conditions, these units will vest in equal annual installments over three years measured from the vesting commencement date of December 1, 2020, with 1/3 vesting on the first anniversary of the vesting commencement date and the remainder vesting in equal annual installments over the subsequent two years. Read SEC document |
| January 04, 2021 Filed Jan 7, 2021 01:34 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $4.71 | $0.00 |
DisclosureSEC source: 0000899243-21-000766 · doc4.xml · derivative · entry 5 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,193 Underlying: Common Stock · 6,000 shares Expires 2028-09-04 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. F6 · derivative.exercise_date: 27,306 options vested and became exercisable on September 5, 2019, with 25% of the remainder vesting on September 5, 2019 and 75% of the remainder vesting in thirty-six (36) equal monthly installments thereafter. Read SEC document |
| January 04, 2021 Filed Jan 7, 2021 01:34 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 300 | $54.06 | $16,218.99 |
DisclosureSEC source: 0000899243-21-000766 · doc4.xml · nonDerivative · entry 4 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,110 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.63 to $54.28 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: This amount includes Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 04, 2021 Filed Jan 7, 2021 01:34 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 2,789 | $52.93 | $147,625.12 |
DisclosureSEC source: 0000899243-21-000766 · doc4.xml · nonDerivative · entry 3 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,410 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 $52.60 to $53.43 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: This amount includes Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 04, 2021 Filed Jan 7, 2021 01:34 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 2,911 | $52.07 | $151,566.75 |
DisclosureSEC source: 0000899243-21-000766 · doc4.xml · nonDerivative · entry 2 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,199 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 $51.60 to $52.56 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: This amount includes Restricted Stock Units ("RSUs"). Each RSU represents the contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 04, 2021 Filed Jan 7, 2021 01:34 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 6,000 | $4.71 | $28,260.00 |
DisclosureSEC source: 0000899243-21-000766 · doc4.xml · nonDerivative · entry 1 Smith Mark Douglas · CIK 0001756253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,110 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: This amount includes Restricted Stock Units ("RSUs"). Each RSU represents the 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.