Filing Details
- Accession Number:
- 0001127602-24-029634
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2024-12-17 17:14:00
- Reporting Period:
- 2024-12-13
- Accepted Time:
- 2024-12-17 17:14:00
- SEC Url:
- Form 4 Filing
Issuer
| Cik | Name | Symbol | Sector (SIC) | IRS No |
|---|---|---|---|---|
| 1412408 | Phreesia Inc. | PHR | Services-Business Services, Nec (7389) | 000000000 |
Insiders
| Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
|---|---|---|---|---|---|---|---|
| 1776800 | Michael Weintraub | C/O Phreesia, Inc. 1521 Concord Pike, Suite 301 Pmb 221 Wilmington DE 19803 | Yes | No | No | No |
Reported Non-Derivative Transactions
| Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|---|---|---|---|---|---|
| Common Stock | Acquisiton | 2024-12-13 | 20,565 | $4.71 | 263,392 | No | 4 | M | Direct | |
| Common Stock | Disposition | 2024-12-13 | 20,565 | $25.04 | 242,827 | No | 4 | S | Direct | |
| Common Stock | Acquisiton | 2024-12-16 | 861 | $4.71 | 243,688 | No | 4 | M | Direct | |
| Common Stock | Disposition | 2024-12-16 | 861 | $25.26 | 242,827 | No | 4 | S | Direct |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | M | Direct | |
| No | 4 | S | Direct | |
| No | 4 | M | Direct | |
| No | 4 | S | Direct |
Reported Derivative Transactions
| Sec. Name | Sec. Type | Acquisiton - Disposition | Date | Amount | Price | Amount - 2 | Price - 2 |
|---|---|---|---|---|---|---|---|
| Common Stock | Stock Option (Right to Buy) | Disposition | 2024-12-13 | 20,565 | $0.00 | 20,565 | $4.71 |
| Common Stock | Stock Option (Right to Buy) | Disposition | 2024-12-16 | 861 | $0.00 | 861 | $4.71 |
| Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
|---|---|---|---|---|---|---|
| 17,748 | 2028-02-29 | No | 4 | M | Direct | |
| 16,887 | 2028-02-29 | No | 4 | M | Direct |
Reported Non-Derivative Holdings
| Sec. Name | Remaning Holdings | Nature of Ownership | Explanation |
|---|---|---|---|
| Common Stock | 91,045 | Indirect | Michael Weintraub 2023 Qualified Annuity Trust |
| Common Stock | 6,703 | Indirect | Weintraub Family 2017 Irrevocable Trust |
Footnotes
- This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 6, 2024.
- The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.00 to $25.38 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
- The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.00 to $25.64 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
- Michael Weintraub 2023 Qualified Annuity Trust (the "GRAT") is a grantor retained annuity trust of which the Reporting Person is the trustee and of which the Weintraub Family 2017 Irrevocable Trust is the beneficiary. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, if any.
- Members of the Reporting Person's immediate family are the sole beneficiaries of the Weintraub Family 2017 Irrevocable Trust. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, if any.
- This option is fully vested and exercisable as of the date hereof.
Billionaire Hedge Funds
