Key facts
- This page summarizes Michael Weintraub's Form 4 filing for Phreesia, Inc. (PHR).
- 3 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 04 Dec 2024, 16:16.
Michael Weintraub - 02 Dec 2024 Form 4 Insider Report for Phreesia, Inc. (PHR)
- Reporting relationship
- Director
- Issuer ticker
- PHR
- Reported as of
- 02 Dec 2024
- Net transaction value
- -$287,609
- SEC form
- 4
- Accepted by SEC
- 04 Dec 2024, 16:16:49 UTC
- Prior SEC filing
- 28 Mar 2025
- Next SEC filing
- 13 Dec 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Allison Hoffman by Power of Attorney for Michael Weintraub
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Michael Weintraub filed Form 4 for Phreesia, Inc. (PHR) on 04 Dec 2024.
Change
- Previous filing in this sequence was filed on 28 Mar 2025.
- Current net transaction value: -$287,609.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
PHR
transaction
Common Stock
Options Exercise
- Transaction value
- $30,759
- Shares
- +15,152
- Change %
- +6.2%
- Price
- $2.03
- Shares after
- 257,979
- Date
- 02 Dec 2024
- Ownership
- Direct
- Footnotes
- F1, F2
PHR
transaction
Common Stock
Sale
- Transaction value
- $318,368
- Shares
- -15,152
- Change %
- -5.9%
- Price
- $21.01
- Shares after
- 242,827
- Date
- 02 Dec 2024
- Ownership
- Direct
- Footnotes
- F1, F2, F3
PHR
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 91,045
- Date
- 02 Dec 2024
- Ownership
- Michael Weintraub 2023 Qualified Annuity Trust
- Footnotes
- F2, F4
PHR
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 6,703
- Date
- 02 Dec 2024
- Ownership
- Weintraub Family 2017 Irrevocable Trust
- Footnotes
- F5
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
PHR
transaction
Derivative
Stock Options (Right to Buy)
Options Exercise
- Transaction value
- $0
- Shares
- -15,152
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 11
- Date
- 02 Dec 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 15,152
- Exercise price
- $2.03
- Footnotes
- F1, F6
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Rule 10b5-1 trading plan
These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.
Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).
Explanation of responses 6 footnotes
Footnote F1
This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.
Footnote F2
Reflects certain transfers made from the GRAT (defined below) to the Reporting Person. Such transfers were exempt from reporting pursuant to Rule 16a-13 of the Securities Exchange Act of 1934, as amended.
Footnote F3
The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.58 to $21.385 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.
Footnote F4
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.
Footnote F5
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.
Footnote F6
This option is fully vested and exercisable as of the date hereof.