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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 01-Aug-24 5:33 PM View:  | Phreesia, Inc. (PHR) | 31-Jul-24 | Grant | 400 | $24.95 | $9,980.00 | < 1% 46.09K to 46.49K | |
| 28-Jun-24 5:17 PM View: | Phreesia, Inc. (PHR) | 26-Jun-24 | Grant | 8,490 | -- | -- | 18% 46.09K to 54.58K | |
| 02-May-24 4:21 PM View: | Phreesia, Inc. (PHR) | 30-Apr-24 | Grant | 482 | $20.74 | $9,996.68 | 1% 45.6K to 46.09K | |
| 01-Feb-24 5:51 PM View: | Phreesia, Inc. (PHR) | 31-Jan-24 | Grant | 392 | $25.48 | $9,988.16 | < 1% 45.21K to 45.6K | |
| 02-Nov-23 4:37 PM View: | Phreesia, Inc. (PHR) | 31-Oct-23 | Grant | 732 | $13.66 | $9,999.12 | 2% 44.48K to 45.21K | |
| 01-Aug-23 6:02 PM View: | Phreesia, Inc. (PHR) | 31-Jul-23 | Grant | 315 | $31.72 | $9,991.80 | < 1% 44.16K to 44.48K | |
| 30-Jun-23 4:14 PM View: | Phreesia, Inc. (PHR) | 28-Jun-23 | Grant | 6,051 | -- | -- | 16% 38.11K to 44.16K | |
| 01-May-23 4:32 PM View: | Phreesia, Inc. (PHR) | 28-Apr-23 | Grant | 316 | $31.64 | $9,998.24 | < 1% 37.8K to 38.11K | |
| 02-Feb-23 5:32 PM View: | Phreesia, Inc. (PHR) | 31-Jan-23 | Grant | 266 | $37.49 | $9,972.34 | < 1% 37.53K to 37.8K | (6%) |
| 02-Nov-22 5:06 PM View: | Phreesia, Inc. (PHR) | 31-Oct-22 | Grant | 366 | $27.32 | $9,999.12 | < 1% 37.17K to 37.53K | |
| 02-Aug-22 4:15 PM View: | Phreesia, Inc. (PHR) | 29-Jul-22 | Grant | 372 | $23.49 | $8,738.28 | 1% 36.79K to 37.17K | |
| 05-Jul-22 5:44 PM View: | Phreesia, Inc. (PHR) | 30-Jun-22 | Grant | 7,397 | -- | -- | 25% 29.4K to 36.79K | |
| 03-May-22 5:47 PM View: | Phreesia, Inc. (PHR) | 29-Apr-22 | Grant | 382 | $22.88 | $8,740.16 | 1% 29.02K to 29.4K | |
| 01-Feb-22 4:24 PM View: | Phreesia, Inc. (PHR) | 31-Jan-22 | Grant | 280 | $31.19 | $8,733.20 | < 1% 28.73K to 29.02K | |
| 02-Nov-21 6:37 PM View: | Phreesia, Inc. (PHR) | 29-Oct-21 | Grant | 124 | $70.54 | $8,746.96 | < 1% 28.61K to 28.73K | < 1% |
| 02-Nov-21 6:37 PM View: | Phreesia, Inc. (PHR) | 30-Jul-21 | Grant | 128 | $68.35 | $8,748.80 | < 1% 28.48K to 28.61K | 4% |
| 12-Jul-21 4:26 PM View: | Phreesia, Inc. (PHR) | 08-Jul-21 | Grant | 2,605 | -- | -- | 10% 25.88K to 28.48K | |
| 25-Jun-21 6:00 PM View: | Phreesia, Inc. (PHR) | 24-Jun-21 | Market Sale | 5,000 | $60.03 | $300,149.00 | (16%) 30.88K to 25.88K | < 1% |
| 16-Jun-21 4:17 PM View: | Phreesia, Inc. (PHR) | 14-Jun-21 | Market Sale (Planned) | 15,000 | $57.47 | $862,038.00 | (33%) 45.88K to 30.88K | 2% |
| 04-May-21 4:13 PM View: | Phreesia, Inc. (PHR) | 30-Apr-21 | Grant | 169 | -- | -- | < 1% 45.71K to 45.88K | |
| 05-Apr-21 5:28 PM View: | Phreesia, Inc. (PHR) | 01-Apr-21 | Market Sale (Planned) | 15,000 | $54.94 | $824,115.00 | (25%) 60.71K to 45.71K | (< 1%) |
| 19-Feb-21 7:51 PM View: | Phreesia, Inc. (PHR) | 18-Feb-21 | Market Sale (Planned) | 10,000 | $72.00 | $720,026.00 | (14%) 70.71K to 60.71K | < 1% |
| 05-Jan-21 4:51 PM View: | Tandem Diabetes Care Inc (TNDM) | 31-Dec-20 | Option Exercise | 1,892 | -- | -- | 48% 3.98K to 5.87K | |
| 28-Dec-20 5:12 PM View: | Phreesia, Inc. (PHR) | 24-Dec-20 | Market Sale | 24,370 | $57.22 | $1,394,480.00 | (26%) 95.08K to 70.71K | (< 1%) |
| 01-Oct-20 4:25 PM View: | Phreesia, Inc. (PHR) | 29-Sep-20 | Acquisition (other) | 106,465 | -- | -- | 19% 570.77K to 677.24K | |
| 01-Oct-20 4:25 PM View: | Phreesia, Inc. (PHR) | 29-Sep-20 | Acquisition (other) | 24,306 | -- | -- | 4% 677.24K to 701.54K | |
| 01-Oct-20 4:25 PM View: | Phreesia, Inc. (PHR) | 29-Sep-20 | Disposition (other) | 606,465 | -- | -- | (86%) 701.54K to 95.08K | |
| 17-Sep-20 5:09 PM View: | Phreesia, Inc. (PHR) | 15-Sep-20 | Acquisition (other) | 106,465 | -- | -- | 10% 1.05M to 1.15M | |
| 17-Sep-20 5:09 PM View: | Phreesia, Inc. (PHR) | 15-Sep-20 | Acquisition (other) | 24,306 | -- | -- | 2% 1.15M to 1.18M | |
| 17-Sep-20 5:09 PM View: | Phreesia, Inc. (PHR) | 15-Sep-20 | Disposition (other) | 606,465 | -- | -- | (52%) 1.18M to 570.77K | |
| 22-Jul-20 6:35 PM View: | Phreesia, Inc. (PHR) | 21-Jul-20 | Sale | 9,080 | $29.02 | $263,520.00 | (< 1%) 1.06M to 1.05M | |
| 22-Jul-20 6:35 PM View: | Phreesia, Inc. (PHR) | 20-Jul-20 | Acquisition (other) | 117,112 | -- | -- | 7% 1.58M to 1.7M | |
| 22-Jul-20 6:35 PM View: | Phreesia, Inc. (PHR) | 20-Jul-20 | Acquisition (other) | 26,737 | -- | -- | 2% 1.7M to 1.72M | |
| 22-Jul-20 6:35 PM View: | Phreesia, Inc. (PHR) | 20-Jul-20 | Disposition (other) | 667,112 | -- | -- | (39%) 1.72M to 1.06M | |
| 21-Jul-20 6:51 PM View: | Phreesia, Inc. (PHR) | 08-Jul-20 | Grant | 6,110 | -- | -- | < 1% 1.57M to 1.58M | |
| 10-Jul-20 6:35 PM View: | Phreesia, Inc. (PHR) | 15-Jun-20 | Acquisition (other) | 99,424 | -- | -- | 5% 2.02M to 2.12M | |
| 10-Jul-20 6:35 PM View: | Phreesia, Inc. (PHR) | 15-Jun-20 | Acquisition (other) | 22,700 | -- | -- | 1% 2.12M to 2.14M | |
| 10-Jul-20 6:35 PM View: | Phreesia, Inc. (PHR) | 15-Jun-20 | Disposition (other) | 566,362 | -- | -- | (26%) 2.14M to 1.57M | |
| 18-Dec-19 4:17 PM View: | Phreesia, Inc. (PHR) | 17-Dec-19 | Sale Duplicate | 2,181,580 | $24.48 | $53,402,800.00 | (52%) 4.2M to 2.02M | |
| 14-Aug-19 4:06 PM View: | Tandem Diabetes Care Inc (TNDM) | 13-Aug-19 | Option Exercise | 1,417 | $2.54 | $3,599.18 | 36% 3.98K to 5.4K | |
| 14-Aug-19 4:06 PM View: | Tandem Diabetes Care Inc (TNDM) | 13-Aug-19 | Market Option Sale | 1,417 | $63.03 | $89,313.50 | (26%) 5.4K to 3.98K | (49%) |
| 24-Jul-19 4:16 PM View: | Phreesia, Inc. (PHR) | 22-Jul-19 | Conversion | 4,738,740 | -- | -- | 100% 0 to 4.74M | |
| 24-Jul-19 4:16 PM View: | Phreesia, Inc. (PHR) | 22-Jul-19 | Sale | 540,229 | $18.00 | $9,724,120.00 | (11%) 4.74M to 4.2M | |
| 08-Mar-19 5:32 PM View: | Tandem Diabetes Care Inc (TNDM) | 06-Mar-19 | Acquisition (other) | 3,982 | -- | -- | 23% 17.4K to 21.38K | |
| 08-Mar-19 5:32 PM View: | Tandem Diabetes Care Inc (TNDM) | 06-Mar-19 | Disposition (other) | 17,400 | -- | -- | (81%) 21.38K to 3.98K | |
| 30-Nov-18 8:37 PM View: | Tandem Diabetes Care Inc (TNDM) | 28-Nov-18 | Acquisition (other) | 17,400 | -- | -- | 10% 173.92K to 191.32K | |
| 30-Nov-18 8:37 PM View: | Tandem Diabetes Care Inc (TNDM) | 28-Nov-18 | Disposition (other) | 173,916 | -- | -- | (91%) 191.32K to 17.4K | |
| 02-Jan-14 2:29 PM View: | Tandem Diabetes Care Inc (TNDM) | 30-Dec-13 | Exercise (in-the money or at-the-money) | 85,096 | $7.37 | $627,158.00 | 5% 1.65M to 1.74M | |
| 21-Nov-13 7:45 PM View: | Tandem Diabetes Care Inc (TNDM) | 19-Nov-13 | Conversion Duplicate | 1,454,060 | -- | -- | 100% 0 to 1.45M | |
| 11-Mar-10 12:09 PM View: | Masimo Corp (MASI) | 09-Mar-10 | Option Exercise | 94,800 | $5.54 | $524,901.00 | 271% 35.0K to 129.8K |