Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Phreesia, Inc.PHR · Entity 2606 | SVP, Payer Business | January 16, 2024 | January 18, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Phreesia, Inc.
Report date January 16, 2024 · Filed January 18, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 73,391 |
Ending reported balance
After 2024-01-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-01-16 · Sale · Disposed 1,310 · Balance 91,068 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. F2: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.40 to $24.665 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. Row 2 · 2024-01-17 · Sale · Disposed 17,677 · Balance 73,391 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. F3: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.70 to $24.47 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. |
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.
F2: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.40 to $24.665 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.
F3: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.70 to $24.47 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.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 17, 2024 Filed Jan 18, 2024 16:53 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 17,677 | $24.12 | $426,397.52 |
DisclosureSEC source: 0001562180-24-000532 · primarydocument.xml · nonDerivative · entry 2 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,391 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. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.70 to $24.47 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 |
| January 16, 2024 Filed Jan 18, 2024 16:53 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,310 | $24.55 | $32,154.61 |
DisclosureSEC source: 0001562180-24-000532 · primarydocument.xml · nonDerivative · entry 1 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,068 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 $24.40 to $24.665 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 |
| October 16, 2023 Filed Oct 17, 2023 18:22 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,198 | $16.61 | $19,897.58 |
DisclosureSEC source: 0001562180-23-007337 · primarydocument.xml · nonDerivative · entry 1 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,378 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 $16.46 to $16.85 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 14, 2023 Filed Sep 14, 2023 17:07 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 2,953 | $20.16 | $59,537.20 |
DisclosureSEC source: 0001562180-23-006860 · primarydocument.xml · nonDerivative · entry 4 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 93,576 F5 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 29, 2022. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.08 to $20.43 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. Read SEC document |
| September 13, 2023 Filed Sep 14, 2023 17:07 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 144 | $21.20 | $3,053.48 |
DisclosureSEC source: 0001562180-23-006860 · primarydocument.xml · nonDerivative · entry 3 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 96,529 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 17:07 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 3,462 | $20.30 | $70,289.33 |
DisclosureSEC source: 0001562180-23-006860 · primarydocument.xml · nonDerivative · entry 2 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 96,673 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 17:07 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 6,559 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-006860 · primarydocument.xml · nonDerivative · entry 1 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 100,135 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 21, 2023 Filed Jul 25, 2023 16:28 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,075 | $31.75 | $34,131.25 |
DisclosureSEC source: 0001562180-23-006012 · primarydocument.xml · nonDerivative · entry 1 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 93,576 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 29, 2022. Read SEC document |
| July 14, 2023 Filed Jul 18, 2023 16:11 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,122 | $33.72 | $37,833.84 |
DisclosureSEC source: 0001562180-23-005944 · primarydocument.xml · nonDerivative · entry 1 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,651 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 21, 2023 Filed Apr 25, 2023 17:04 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,075 | $33.13 | $35,614.75 |
DisclosureSEC source: 0001562180-23-003680 · primarydocument.xml · nonDerivative · entry 1 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 95,773 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 29, 2022. Read SEC document |
| April 14, 2023 Filed Apr 18, 2023 16:52 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,123 | $31.64 | $35,531.72 |
DisclosureSEC source: 0001562180-23-003606 · primarydocument.xml · nonDerivative · entry 1 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,848 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 11, 2023 Filed Apr 12, 2023 17:14 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 3,466 | $30.91 | $107,123.66 |
DisclosureSEC source: 0001562180-23-003530 · primarydocument.xml · nonDerivative · entry 3 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 97,971 F3 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 29, 2022. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.73 to $31.21 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, 2023 Filed Apr 12, 2023 17:14 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 3,615 | $30.15 | $108,992.25 |
DisclosureSEC source: 0001562180-23-003530 · primarydocument.xml · nonDerivative · entry 2 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 101,437 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 17:14 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 7,081 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-23-003530 · primarydocument.xml · nonDerivative · entry 1 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 105,052 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 |
| February 02, 2023 Filed Feb 6, 2023 16:22 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,530 | $39.55 | $60,515.78 |
DisclosureSEC source: 0001562180-23-001029 · primarydocument.xml · nonDerivative · entry 2 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,971 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.33 to $39.72 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 02, 2023 Filed Feb 6, 2023 16:22 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 5,983 | $39.12 | $234,048.38 |
DisclosureSEC source: 0001562180-23-001029 · primarydocument.xml · nonDerivative · entry 1 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,501 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.33 to $39.3250 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 31, 2023 Filed Jan 31, 2023 19:08 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 3,265 | $38.00 | $124,082.08 |
DisclosureSEC source: 0001562180-23-000766 · primarydocument.xml · nonDerivative · entry 5 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,484 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.00 to $38.05 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 |
| January 30, 2023 Filed Jan 31, 2023 19:08 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option · Derivative | 712 | $0.00 Strike: $4.71 | $0.00 |
DisclosureSEC source: 0001562180-23-000766 · primarydocument.xml · derivative · entry 7 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 712 shares Expires 2028-01-30 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. F5 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| January 30, 2023 Filed Jan 31, 2023 19:08 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option · Derivative | 11,378 | $0.00 Strike: $8.03 | $0.00 |
DisclosureSEC source: 0001562180-23-000766 · primarydocument.xml · derivative · entry 6 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,378 shares Expires 2029-01-16 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. F5 · derivative.exercise_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| January 30, 2023 Filed Jan 31, 2023 19:08 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 16,262 | $36.26 | $589,645.48 |
DisclosureSEC source: 0001562180-23-000766 · primarydocument.xml · nonDerivative · entry 4 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,749 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.14 to $36.52 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 30, 2023 Filed Jan 31, 2023 19:08 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 12,293 | $35.89 | $441,144.14 |
DisclosureSEC source: 0001562180-23-000766 · primarydocument.xml · nonDerivative · entry 3 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,011 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.14 to $36.13 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 30, 2023 Filed Jan 31, 2023 19:08 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 712 | $4.71 | $3,353.52 |
DisclosureSEC source: 0001562180-23-000766 · primarydocument.xml · nonDerivative · entry 2 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,304 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. Read SEC document |
| January 30, 2023 Filed Jan 31, 2023 19:08 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 11,378 | $8.03 | $91,365.34 |
DisclosureSEC source: 0001562180-23-000766 · primarydocument.xml · nonDerivative · entry 1 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,592 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. Read SEC document |
| January 17, 2023 Filed Jan 18, 2023 16:57 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 2,324 | $35.00 | $81,340.00 |
DisclosureSEC source: 0001562180-23-000480 · primarydocument.xml · nonDerivative · entry 5 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,214 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of restricted stock units ("RSUs") and does not represent a sale by the Reporting Person. Read SEC document |
| January 15, 2023 Filed Jan 18, 2023 16:57 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 31,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-000480 · primarydocument.xml · nonDerivative · entry 4 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,538 F2 · shares: The shares reported in this transaction represent 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 January 15, 2024. Read SEC document |
| January 15, 2023 Filed Jan 18, 2023 16:57 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,947 | $35.41 | $68,943.27 |
DisclosureSEC source: 0001562180-23-000480 · primarydocument.xml · nonDerivative · entry 3 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,768 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of restricted stock units ("RSUs") and does not represent a sale by the Reporting Person. Read SEC document |
| January 15, 2023 Filed Jan 18, 2023 16:57 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 7,160 | $35.41 | $253,535.60 |
DisclosureSEC source: 0001562180-23-000480 · primarydocument.xml · nonDerivative · entry 2 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,715 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of restricted stock units ("RSUs") and does not represent a sale by the Reporting Person. Read SEC document |
| January 14, 2023 Filed Jan 18, 2023 16:57 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,239 | $35.41 | $43,872.99 |
DisclosureSEC source: 0001562180-23-000480 · primarydocument.xml · nonDerivative · entry 1 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,875 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of restricted stock units ("RSUs") and does not represent a sale by the Reporting Person. Read SEC document |
| October 18, 2022 Filed Oct 19, 2022 18:14 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,075 | $25.26 | $27,154.50 |
DisclosureSEC source: 0001562180-22-007291 · primarydocument.xml · nonDerivative · entry 1 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,114 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| October 14, 2022 Filed Oct 18, 2022 16:06 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,123 | $22.48 | $25,245.04 |
DisclosureSEC source: 0001562180-22-007229 · primarydocument.xml · nonDerivative · entry 1 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,189 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 |
| September 16, 2022 Filed Sep 19, 2022 16:39 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,296 | $27.60 | $35,772.71 |
DisclosureSEC source: 0001562180-22-006731 · primarydocument.xml · nonDerivative · entry 1 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,312 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.48 to $27.79 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, 2022 Filed Sep 14, 2022 18:03 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,353 | $29.19 | $39,494.07 |
DisclosureSEC source: 0001562180-22-006662 · primarydocument.xml · nonDerivative · entry 2 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,608 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of fully vested RSUs granted on September 12, 2022 and does not represent a sale by the Reporting Person. Read SEC document |
| September 12, 2022 Filed Sep 14, 2022 18:03 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 2,649 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-22-006662 · primarydocument.xml · nonDerivative · entry 1 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,961 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 first half of the fiscal year ending 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 $29.19, the closing price of the Issuer's common stock on September 12, 2022. 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, 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 $29.19, the closing price of the Issuer's common stock on September 12, 2022. Read SEC document |
| July 21, 2022 Filed Jul 25, 2022 16:11 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,404 | $25.00 | $35,100.00 |
DisclosureSEC source: 0001562180-22-005741 · primarydocument.xml · nonDerivative · entry 1 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,312 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| July 14, 2022 Filed Jul 15, 2022 16:14 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 793 | $22.35 | $17,723.55 |
DisclosureSEC source: 0001562180-22-005676 · primarydocument.xml · nonDerivative · entry 1 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,716 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 24, 2022 Filed Jun 28, 2022 17:56 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 5,046 | $25.11 | $126,704.56 |
DisclosureSEC source: 0001562180-22-005382 · primarydocument.xml · nonDerivative · entry 1 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,509 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.00 to $25.30 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. F3 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| April 14, 2022 Filed Apr 18, 2022 16:07 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 793 | $27.63 | $21,910.59 |
DisclosureSEC source: 0001562180-22-003420 · primarydocument.xml · nonDerivative · entry 3 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,555 F4 · shares: Represents shares withheld by the Issuer to satisfy withholding obligations in connection with the vesting and settlement of RSUs and does not represent a sale by the Reporting Person. F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| April 13, 2022 Filed Apr 18, 2022 16:07 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 2,053 | $28.73 | $58,982.69 |
DisclosureSEC source: 0001562180-22-003420 · primarydocument.xml · nonDerivative · entry 2 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,348 F3 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of fully vested RSUs granted on April 13, 2022 and does not represent a sale by the Reporting Person. F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| April 13, 2022 Filed Apr 18, 2022 16:07 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 5,694 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-22-003420 · primarydocument.xml · nonDerivative · entry 1 Davidoff Michael J. · CIK 0001777450 · SVP, Payer Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,401 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, 2022 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 $28.73, the closing price of the Issuer's common stock on April 13, 2022. 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, 2022 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 $28.73, the closing price of the Issuer's common stock on April 13, 2022. F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 17, 2022 Filed Jan 19, 2022 18:12 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 1,231 | $35.55 | $43,762.05 |
DisclosureSEC source: 0001562180-22-000526 · primarydocument.xml · nonDerivative · entry 3 Davidoff Michael J. · CIK 0001777450 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,707 F3 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of RSUs and does not represent a sale by the Reporting Person. F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 15, 2022 Filed Jan 19, 2022 18:12 UTC | Phreesia, Inc. PHR · Entity 2606 | Tax withholdingCommon Stock | 4,211 | $35.55 | $149,701.05 |
DisclosureSEC source: 0001562180-22-000526 · primarydocument.xml · nonDerivative · entry 2 Davidoff Michael J. · CIK 0001777450 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,938 F3 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of RSUs and does not represent a sale by the Reporting Person. F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 14, 2022 Filed Jan 19, 2022 18:12 UTC | Phreesia, Inc. PHR · Entity 2606 | GrantCommon Stock | 35,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-000526 · primarydocument.xml · nonDerivative · entry 1 Davidoff Michael J. · CIK 0001777450 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,149 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 vest 6.25% on each quarterly vesting date over four years, beginning on April 14, 2022. F2 · balance_after: A portion of these shares represent RSUs. Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 16:46 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Options (Right to buy) · Derivative | 6,399 | $0.00 Strike: $4.71 | $0.00 |
DisclosureSEC source: 0001562180-22-000088 · primarydocument.xml · derivative · entry 2 Davidoff Michael J. · CIK 0001777450 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 712 Underlying: Common Stock · 6,399 shares Expires 2028-01-30 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_date: 25% of this option shall vest and become exercisable on January 31, 2019, with the remainder vesting in thirty-six (36) equal monthly installments thereafter. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 16:46 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 6,399 | $4.71 | $30,139.29 |
DisclosureSEC source: 0001562180-22-000088 · primarydocument.xml · nonDerivative · entry 1 Davidoff Michael J. · CIK 0001777450 · See remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,988 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 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| April 09, 2021 Filed Apr 13, 2021 17:08 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Options (Right to buy) · Derivative | 2,134 | $0.00 Strike: $4.71 | $0.00 |
DisclosureSEC source: 0001562180-21-002802 · primarydocument.xml · derivative · entry 4 Davidoff Michael J. · CIK 0001777450 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,111 Underlying: Common Stock · 2,134 shares Expires 2028-01-30 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. F5 · derivative.exercise_date: 25% of this option vested and became exercisable on January 31, 2019, with the remainder vesting in thirty-six (36) equal monthly installments thereafter. Read SEC document |
| April 09, 2021 Filed Apr 13, 2021 17:08 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 200 | $51.52 | $10,303.00 |
DisclosureSEC source: 0001562180-21-002802 · primarydocument.xml · nonDerivative · entry 3 Davidoff Michael J. · CIK 0001777450 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,589 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.38 to $51.65 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| April 09, 2021 Filed Apr 13, 2021 17:08 UTC | Phreesia, Inc. PHR · Entity 2606 | SaleCommon Stock | 1,934 | $50.40 | $97,481.14 |
DisclosureSEC source: 0001562180-21-002802 · primarydocument.xml · nonDerivative · entry 2 Davidoff Michael J. · CIK 0001777450 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,789 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.08 to $50.58 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| April 09, 2021 Filed Apr 13, 2021 17:08 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 2,134 | $4.71 | $10,051.14 |
DisclosureSEC source: 0001562180-21-002802 · primarydocument.xml · nonDerivative · entry 1 Davidoff Michael J. · CIK 0001777450 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,723 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| June 11, 2020 Filed Jun 15, 2020 22:07 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionStock Option (Right to Buy) · Derivative | 13,084 | $0.00 Strike: $0.84 | $0.00 |
DisclosureSEC source: 0000899243-20-016575 · doc4.xml · derivative · entry 2 Davidoff Michael J. · CIK 0001777450 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,252 Underlying: Common Stock · 13,084 shares Expires 2023-08-19 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_date: This option is fully vested and exercisable as of the date hereof. Read SEC document |
| June 11, 2020 Filed Jun 15, 2020 22:07 UTC | Phreesia, Inc. PHR · Entity 2606 | Exercise / conversionCommon Stock | 13,084 | $0.84 | $10,990.56 |
DisclosureSEC source: 0000899243-20-016575 · doc4.xml · nonDerivative · entry 1 Davidoff Michael J. · CIK 0001777450 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,087 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 · balance_after: A portion of these shares represent Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.