Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | PHR | Common Stock | Award | $0 | +8.49K | +4.7% | $0.00 | 189K | Jun 26, 2024 | Direct | F1 |
holding | PHR | Common Stock | 145K | Jun 26, 2024 | Michael Weintraub 2023 Qualified Annuity Trust | F2 | |||||
holding | PHR | Common Stock | 6.7K | Jun 26, 2024 | Weintraub Family 2017 Irrevocable Trust | F3 |
Id | Content |
---|---|
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 26, 2025, and (ii) the next annual meeting of the Issuer's stockholders. |
F2 | On May 10, 2023, the Reporting Person transferred 144,845 shares of Phreesia, Inc. common stock to a grantor retained annuity trust (the "GRAT") of which the Reporting Person is the trustee. Members of the Reporting Person's immediate family are the sole beneficiaries of the Weintraub Family 2017 Irrevocable Trust, which is the beneficiary of the GRAT. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, if any. |
F3 | On May 10, 2023, the Reporting Person transferred 6,703 shares of Phreesia, Inc. common stock to an irrevocable trust. Members of the Reporting Person's immediate family are the sole beneficiaries of such trust. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, if any. |