MarketPeel
Insider Trading Intelligence
CK

Charles Kallenbach

PHR
GENERAL COUNSEL & SECRETARY · PHREESIA, INC. · CIK 0001309021
FILING MIX · LIFETIME38%/62%
BUYS
9
SELLS
15
TOTAL VALUE
$548.6K
COMPANIES
1
ACTIVE SINCE
Jan 2020
HOLDINGS NOW
41,650
AVG SELL PX
$28.26
TRADE KIND
SHOWING 24 / 24
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
7 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Charles Kallenbach, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d7+71.43%-1.46%-1.49%+0.03%+0.22%
14d7+42.86%+1.40%-0.97%+2.36%+1.56%
30d7+42.86%-7.11%-5.72%-1.39%-1.98%
60d7+28.57%-2.73%+1.21%-3.95%-4.23%
90d7+28.57%+8.53%+4.78%+3.75%-1.41%
180d7+28.57%+61.48%+14.71%+46.77%+27.26%
1y7+0.00%+109.19%+33.85%+75.34%+80.77%
2y7+85.71%-20.14%+33.42%-53.56%-50.00%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
PHR · 41,650 shares · as of Aug 17, 2020
039,20978,418117,626156,835SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
FLOW · 9 buys / 15 sellsCOVERAGE · 3 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
PHR
PHREESIA, INC.
SALE
General Counsel & Secretary
2,500$29.84$74.6K39,150Aug 17, 2020Aug 20, 2020
PHR
PHREESIA, INC.
SALE
General Counsel & Secretary
2,500141,785Aug 17, 2020Aug 20, 2020
PHR
PHREESIA, INC.
PURCHASE
General Counsel & Secretary
2,500$2.55$6.4K41,650Aug 17, 2020Aug 20, 2020
PHR
PHREESIA, INC.
PURCHASE
General Counsel & Secretary
2,500$2.55$6.4K41,650Jul 17, 2020Jul 21, 2020
PHR
PHREESIA, INC.
SALE
General Counsel & Secretary
2,500$29.29$73.2K39,150Jul 17, 2020Jul 21, 2020
PHR
PHREESIA, INC.
SALE
General Counsel & Secretary
2,500144,285Jul 17, 2020Jul 21, 2020
PHR
PHREESIA, INC.
PURCHASE
General Counsel & Secretary
2,500$2.55$6.4K41,650Jun 17, 2020Jun 19, 2020
PHR
PHREESIA, INC.
SALE
General Counsel & Secretary
2,500$29.26$73.1K39,150Jun 17, 2020Jun 19, 2020
PHR
PHREESIA, INC.
SALE
General Counsel & Secretary
2,500146,785Jun 17, 2020Jun 19, 2020
PHR
PHREESIA, INC.
PURCHASE
General Counsel & Secretary
2,500$2.55$6.4K41,650May 18, 2020May 20, 2020
PHR
PHREESIA, INC.
SALE
General Counsel & Secretary
2,500149,285May 18, 2020May 20, 2020
PHR
PHREESIA, INC.
SALE
General Counsel & Secretary
2,500$27.20$68.0K39,150May 18, 2020May 20, 2020
PHR
PHREESIA, INC.
PURCHASEGRANT
Stock grant
1,02639,487Apr 30, 2020May 4, 2020
PHR
PHREESIA, INC.
SALE
General Counsel & Secretary
337$23.67$8.0K39,150Apr 30, 2020May 4, 2020
PHR
PHREESIA, INC.
PURCHASE
General Counsel & Secretary
5,000$2.55$12.8K43,461Apr 23, 2020Apr 27, 2020
PHR
PHREESIA, INC.
SALE
General Counsel & Secretary
5,000151,785Apr 23, 2020Apr 27, 2020
PHR
PHREESIA, INC.
SALE
General Counsel & Secretary
5,000$25.00$125.0K38,461Apr 23, 2020Apr 27, 2020
PHR
PHREESIA, INC.
PURCHASE
General Counsel & Secretary
50$2.55$12838,511Feb 19, 2020Feb 21, 2020
PHR
PHREESIA, INC.
SALE
General Counsel & Secretary
50$32.85$1.6K38,461Feb 19, 2020Feb 21, 2020
PHR
PHREESIA, INC.
SALE
General Counsel & Secretary
50156,785Feb 19, 2020Feb 21, 2020
PHR
PHREESIA, INC.
SALE
General Counsel & Secretary
2,450156,835Feb 18, 2020Feb 19, 2020
PHR
PHREESIA, INC.
PURCHASE
General Counsel & Secretary
2,450$2.55$6.2K40,911Feb 18, 2020Feb 19, 2020
PHR
PHREESIA, INC.
SALE
General Counsel & Secretary
2,450$32.82$80.4K38,461Feb 18, 2020Feb 19, 2020
PHR
PHREESIA, INC.
PURCHASEGRANT
Stock grant
38,46138,461Jan 15, 2020Jan 22, 2020
Other insiders · PHR
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About this filer
CIK 0001309021
ROLE
General Counsel & Secretary
PRIMARY
PHR
COMPANIES
1
ACTIVE SINCE
Jan 2020
MARKETPEEL · /INSIDER/0001309021DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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