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Person · CIK 1776704

Evan Roberts

President at Phreesia

Reading the full history from SEC EDGAR: 10 of 107 filings read so far. This page refreshes on its own.

Source: Forms 3, 4, 5 and 144 on SEC EDGAR

Sold on Form 4$240K
Noticed on Form 144$132K
Bought on Form 4$0
Companies1

Holdings now

As reported after the latest Form 3, 4 or 5 at each company.

How these figures work

Options and RSUs are from the latest filing that lists them; earlier grants may also be held. Holdings can be out of date when a person stops filing.

CompanySecurityHeldShares or unitsAs of
Phreesia PHRCommon StockDirectly1,038,138Sep 18, 2026 · Filing · EDGAR
Phreesia PHRPerformance Stock Units
expires Sep 1, 2031, into Common Stock
Directly155,000Sep 1, 2026 · Filing · EDGAR

Sold and noticed by quarter

Evan Roberts: dollars sold on Form 4 and noticed on Form 144 per quarter, Q1 2025 to Q4 2026$240K$0Q1 2025: $0 noticed on Form 144Q1 2025: $0 sold on Form 4Q2 2025: $0 noticed on Form 144Q2 2025: $0 sold on Form 4Q3 2025: $0 noticed on Form 144Q3 2025: $0 sold on Form 4Q4 2025: $0 noticed on Form 144Q4 2025: $0 sold on Form 4Q1 2026: $132K noticed on Form 144Q1 2026: $240K sold on Form 4Q2 2026: $0 noticed on Form 144Q2 2026: $0 sold on Form 4Q3 2026: $0 noticed on Form 144Q3 2026: $0 sold on Form 4Q4 2026: $0 noticed on Form 144Q4 2026: $0 sold on Form 4Q1 2025Q3 2025Q1 2026Q3 2026

Sold (Form 4) Noticed (Form 144) Bought (Form 4)

Quarterly totals as a table
QuarterSold (Form 4)Noticed (Form 144)
Q1 2026$240K$132K

Planned sales (Form 144) and the sales that followed

Each Form 144 notice of a planned sale, grouped by broker and 10b5-1 plan, with the Form 4 sales we matched to it.

How we match

A Form 144 is a notice of a planned sale by an affiliate. SEC Tracker matches each notice to Form 4 sales by the same person at the same company within 90 days of the notice, up to the shares noticed. The match is our inference, not something either filing states.

Notice dateNoticedPlanned saleOutcomeLinks
Phreesia PHR · Fidelity Brokerage Services · No 10b5-1 plan stated · 2 notices
Jan 16, 20266,268 · ~$103KJan 16, 2026Sold as noticed Sold 6,268 at $16.36 on Jan 16 · $103K Form 4Filing · EDGAR
Jan 15, 20261,810 · ~$30KJan 15, 2026Sold as noticed Sold 1,810 at $16.38 on Jan 15 · $30K Form 4Filing · EDGAR
Sales without a matching Form 144 · 1 sale
No matching Form 144 found. Not every sale needs one: small sales and sales by people who are not affiliates are exempt.
———Sold without notice Phreesia (PHR): Sold 6,317 at $17.01 on Jan 8, 2026 · $107KFiling · EDGAR

Every transaction, by company

Each Form 3, 4 and 5 transaction in plain words, newest first.

How these figures work

Values are shares times the price each filing states; grants, exercises and gifts usually state no price. Held after is what the filing reports was held once the transaction was done, directly or through the named holder.

Phreesia PHR President, Provider Solutions · filings 2026 to 2026 · sold $240K · $132K noticed on Form 144

DateTransactionSharesPriceValueHeld afterSource
Sep 18, 2026Shares withheld for tax or exercise price−4,476$10.42$47K1,038,138 directFiling · EDGAR
Sep 14, 2026Grant or award from the company+8,1131,042,614 directFiling · EDGAR
Sep 1, 2026Grant or award from the company
Performance Stock Units
+155,000155,000 directFiling · EDGAR
Sep 1, 2026Grant or award from the company+192,0001,034,501 directFiling · EDGAR
Apr 9, 2026Shares withheld for tax or exercise price−19,626$9.15$180K842,501 directFiling · EDGAR
Apr 6, 2026Grant or award from the company+35,573862,127 directFiling · EDGAR
Jan 16, 2026Open-market or private sale−6,268$16.36$103K826,554 directFiling · EDGAR
Jan 15, 2026Open-market or private sale−1,810$16.38$30K832,822 directFiling · EDGAR
Jan 8, 2026Open-market or private sale−6,317$17.01$107K834,632 directFiling · EDGAR
All 107 Forms 3, 4, 5 and 144
FiledFormCompanyLinks
Sep 28, 2026Form 4Phreesia PHRFiling · EDGAR
Sep 22, 2026Form 4Phreesia PHRFiling · EDGAR
Sep 16, 2026Form 4Phreesia PHRFiling · EDGAR
Sep 3, 2026Form 4Phreesia PHRFiling · EDGAR
Apr 13, 2026Form 4Phreesia PHRFiling · EDGAR
Apr 8, 2026Form 4Phreesia PHRFiling · EDGAR
Jan 20, 2026Form 4Phreesia PHRFiling · EDGAR
Jan 16, 2026Form 144Phreesia PHRFiling · EDGAR
Jan 15, 2026Form 144Phreesia PHRFiling · EDGAR
Jan 12, 2026Form 4Phreesia PHRFiling · EDGAR
Jan 8, 2026Form 144
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EDGAR
Dec 19, 2025Form 4
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EDGAR
Dec 9, 2025Form 4
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Oct 21, 2025Form 4
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Oct 17, 2025Form 144
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Sep 18, 2025Form 4
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Sep 16, 2025Form 144
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Sep 15, 2025Form 4
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Aug 29, 2025Form 4
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Aug 28, 2025Form 144
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Aug 27, 2025Form 144
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Jul 21, 2025Form 4
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Jul 17, 2025Form 144
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Apr 17, 2025Form 4
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Apr 16, 2025Form 144
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Apr 10, 2025Form 4
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Apr 8, 2025Form 144
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Apr 8, 2025Form 4
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Mar 17, 2025Form 5
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Feb 20, 2025Form 4
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Feb 19, 2025Form 144
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Feb 18, 2025Form 144
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Feb 18, 2025Form 4
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Feb 14, 2025Form 144
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Feb 13, 2025Form 144
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Jan 29, 2025Form 4
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Jan 27, 2025Form 144
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Jan 24, 2025Form 4
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Jan 22, 2025Form 4
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Jan 21, 2025Form 144
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Jan 17, 2025Form 4
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Jan 15, 2025Form 144
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Jan 10, 2025Form 4
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Jan 8, 2025Form 144
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Jan 8, 2025Form 4
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Jan 7, 2025Form 144
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Jan 6, 2025Form 144
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Jan 6, 2025Form 4
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Dec 12, 2024Form 4
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Dec 10, 2024Form 144
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Oct 17, 2024Form 4
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Oct 15, 2024Form 144
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Sep 12, 2024Form 4
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Sep 10, 2024Form 144
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Sep 10, 2024Form 4
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Jul 17, 2024Form 4
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Jul 16, 2024Form 144
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Apr 17, 2024Form 4
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Apr 15, 2024Form 144
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Apr 10, 2024Form 4
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Apr 8, 2024Form 144
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Mar 25, 2024Form 4
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Mar 21, 2024Form 144
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Jan 18, 2024Form 4
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Jan 16, 2024Form 144
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Jan 4, 2024Form 4
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Nov 2, 2023Form 4
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Oct 17, 2023Form 4
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Oct 16, 2023Form 144
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Sep 14, 2023Form 4
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Sep 13, 2023Form 144
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Sep 11, 2023Form 4
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Jul 18, 2023Form 4
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Apr 20, 2023Form 4
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Apr 18, 2023Form 4
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Apr 17, 2023Form 144
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Apr 13, 2023Form 4
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Apr 12, 2023Form 144
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Apr 12, 2023Form 4
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Jan 18, 2023Form 4
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Jan 5, 2023Form 4
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Oct 18, 2022Form 4
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Sep 14, 2022Form 4
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Jul 15, 2022Form 4
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Apr 18, 2022Form 4
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Jan 24, 2022Form 4
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Jan 19, 2022Form 4
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Jan 12, 2022Form 4
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Dec 10, 2021Form 4
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Jun 30, 2021Form 4
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Jun 28, 2021Form 4
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Jun 16, 2021Form 4
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May 5, 2021Form 4
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Jan 20, 2021Form 4
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Jan 6, 2021Form 4
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Oct 5, 2020Form 4
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Jul 6, 2020Form 4
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May 4, 2020Form 4
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Mar 17, 2020Form 4
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Mar 10, 2020Form 4
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Feb 5, 2020Form 4/A
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Jan 28, 2020Form 4
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Jan 27, 2020Form 4
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Jan 23, 2020Form 4
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Dec 13, 2019Form 4
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Jul 17, 2019Form 3
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Every figure is as filed with the SEC on Forms 3, 4, 5 and 144. Holdings are the amounts reported after each person's latest filing at each company and can be out of date. Matching a Form 144 notice to Form 4 sales is SEC Tracker's inference from owner, company, dates and share counts, not something the filings state. Not investment advice. Not affiliated with the U.S. SEC.

Data on this page was fetched . The filing on SEC.gov is the record.