Phreesia, Inc.
A healthcare technology company that replaces the paper clipboard at the doctor's office. Phreesia's software lets patients check in, fill out registration and consent forms, and schedule appointments on their own phones or on office tablets, and it plugs into the electronic health record systems that clinics already use. Founded in 2005 by Chaim Indig and Evan Roberts to do away with the dreaded paper check-in, the company's name is a play on "freeing" — freeing staff from data entry and patients from repetitive paperwork.
Bought 2.88M
Sold 2.74M
Sold 540.2K
Sold 2.74M
Sold 753.9K
Sold 335.8K
Sold 2.18M
Granted 1.89M · Sold 806.1K
Granted 897.9K · Sold 625.6K
Granted 615.0K · Sold 347.1K
Granted 214.0K · Sold 185.2K
Granted 363.5K · Sold 172.3K
Granted 373.7K · Sold 161.5K
Granted 254.9K · Sold 132.4K
Granted 112.0K · Sold 31.5K
Granted 284.7K · Sold 210.7K
Granted 257.5K · Sold 126.6K
Granted 76.2K
Granted 64.6K · Sold 18.1K
Granted 45.6K · Sold 2.80M
Granted 101.4K · Sold 65.7K
Granted 89.6K · Sold 33.0K
Granted 52.7K
Granted 43.9K
Granted 57.0K · Sold 17.5K
Granted 45.5K · Sold 7.2K
Granted 19.6K · Sold 11.7K
Granted 46.8K · Sold 31.1K
Granted 8.7K · Sold 780.7K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Barta Jan +4 co-filers10% owner · 6 transactions | — | 8.92M | — | 2.88M | — |
| Perricelli ScottDirector · 14 transactions | — | 4.40Mas of Jun 2020 | — | — | 2.74M |
| Cahill Edward L +3 co-filersDirector, 10% owner, 10% owner · 3 transactions | — | 4.20Mas of Jul 2019 | — | — | 540.2K |
| LLR Capital IV, L.P. +3 co-filers10% owner · 12 transactions | — | 3.78Mas of Jun 2020 | — | — | 2.74M |
| Flint Jonathan A +6 co-filers10% owner · 12 transactions | — | 3.21Mas of Dec 2019 | — | — | 753.9K |
| Ascension Health Ventures II, LLC +1 co-filer10% owner · 4 transactions | — | 2.61Mas of Jul 2019 | — | — | 335.8K |
| Grua Peter J +2 co-filers10% owner · 1 transaction | — | 2.02Mas of Dec 2019 | — | — | 2.18M |
| Indig ChaimChief Executive Officer, Director · 120 transactions | — | 1.64M | 1.89M | — | 806.1K |
| Roberts EvanPresident, Provider Solutions · 112 transactions | — | 842.5K | 897.9K | — | 625.6K |
| Linetsky DavidPresident, Network Solutions · 188 transactions | — | 480.9K | 615.0K | — | 347.1K |
| Weintraub MichaelDirector · 44 transactions | — | 243.0Kas of Aug 2025 | 214.0K | — | 185.2K |
| VanDuyn Amy BethSVP, Human Resources · 99 transactions | — | 168.9K | 363.5K | — | 172.3K |
| Hoffman Allison CGeneral Counsel & Secretary · 89 transactions | — | 157.3K | 373.7K | — | 161.5K |
| Gandhi BalajiChief Financial Officer · 51 transactions | — | 156.9K | 254.9K | — | 132.4K |
| Rasmussen RandyChief Financial Officer · 25 transactions | — | 145.6Kas of Feb 2023 | 112.0K | — | 31.5K |
| Altier ThomasChief Financial Officer · 32 transactions | — | 81.1Kas of Feb 2021 | 284.7K | — | 210.7K |
| Davidoff Michael J.SVP, Payer Business · 69 transactions | — | 73.4Kas of Jan 2024 | 257.5K | — | 126.6K |
| Goldstein LainieDirector · 30 transactions | — | 70.5K | 76.2K | — | — |
| Munson GillianDirector · 34 transactions | — | 66.1K | 64.6K | — | 18.1K |
| Cahill Edward LDirector · 56 transactions | — | 65.6K | 45.6K | — | 2.80M |
| Nathan DanielChief Technology Officer · 11 transactions | — | 64.4Kas of Aug 2020 | 101.4K | — | 65.7K |
| Smith Mark DouglasDirector · 20 transactions | — | 56.6K | 89.6K | — | 33.0K |
| Sayar RaminDirector · 7 transactions | — | 52.7K | 52.7K | — | — |
| Kessler JonDirector · 3 transactions | — | 43.9K | 43.9K | — | — |
| Kallenbach CharlesGeneral Counsel & Secretary · 17 transactions | — | 41.6Kas of Aug 2020 | 57.0K | — | 17.5K |
| Egbuonu-Davis LisaDirector · 9 transactions | — | 38.3K | 45.5K | — | 7.2K |
| Gunzburg JanetPrincipal Accounting Officer · 26 transactions | — | 34.8Kas of Jun 2024 | 19.6K | — | 11.7K |
| Hui YvonnePrincipal Accounting Officer · 46 transactions | — | 24.2K | 46.8K | — | 31.1K |
| Pegus CherylDirector · 6 transactions | — | 15.8Kas of Feb 2022 | 8.7K | — | 780.7K |
Select a row to see that insider’s individual transactions. Sum of the holdings confirmed in the 12 months before this insider's last filing. A Form 4 reports a holding per line — held directly, or through a named trust, partnership or foundation, and in each share class separately — never a person’s total. Lines not restated in that time are left out and shown apart: an active filer restates what they still hold, so a line they did not restate is more often an entity since renamed, whose shares a successor line reports too. An amber marker means some were left out.
Net open-market activity over all recorded history: -12.98M shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.