Daniel Nathan

PHR

CHIEF TECHNOLOGY OFFICER · PHREESIA, INC. · CIK 0001777126

FILING MIX · LIFETIME36%/64%

BUYS

SELLS

TOTAL VALUE

$2.10M

COMPANIES

ACTIVE SINCE

Jan 2020

HOLDINGS NOW

65,196

AVG SELL PX

$30.30

Trades · vs SPY

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Performance · forward returns vs SPY

4 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Daniel Nathan, 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.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	4	+75.00%	-4.67%	-3.22%	-1.45%	-0.78%	—
14d	4	+75.00%	-3.52%	-3.43%	-0.10%	+0.96%	—
30d	4	+50.00%	-18.78%	-12.14%	-6.64%	-4.89%	—
60d	4	+50.00%	-14.50%	-5.68%	-8.82%	-8.55%	—
90d	4	+50.00%	+2.99%	-3.79%	+6.77%	+3.32%	—
180d	4	+50.00%	+50.42%	+9.23%	+41.19%	+39.64%	—
1y	4	+0.00%	+122.93%	+27.18%	+95.75%	+94.59%	—
2y	4	+100.00%	-19.17%	+29.55%	-48.72%	-48.53%	—

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 · 65,196 shares · as of Jul 31, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 5 buys / 9 sellsCOVERAGE · 3 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
PHR PHREESIA, INC.	SALE Chief Technology Officer	8,804	$30.03	$264.4K	56,392	Jul 31, 2020	Aug 3, 2020 ↗
PHR PHREESIA, INC.	SALE Chief Technology Officer	7,000	—	—	18,030	Jul 31, 2020	Aug 3, 2020 ↗
PHR PHREESIA, INC.	PURCHASE Chief Technology Officer	7,000	$0.69	$4.8K	65,196	Jul 31, 2020	Aug 3, 2020 ↗
PHR PHREESIA, INC.	SALE Chief Technology Officer	38,683	$29.25	$1.13M	7,963	Jul 17, 2020	Jul 21, 2020 ↗
PHR PHREESIA, INC.	PURCHASE Chief Technology Officer	38,683	$0.84	$32.5K	46,646	Jul 17, 2020	Jul 21, 2020 ↗
PHR PHREESIA, INC.	SALE Chief Technology Officer	38,683	—	—	0	Jul 17, 2020	Jul 21, 2020 ↗
PHR PHREESIA, INC.	PURCHASEGRANT Stock grant	2,746	—	—	59,666	Apr 30, 2020	May 4, 2020 ↗
PHR PHREESIA, INC.	SALE Chief Technology Officer	1,470	$23.67	$34.8K	58,196	Apr 30, 2020	May 4, 2020 ↗
PHR PHREESIA, INC.	SALE Chief Technology Officer	9,142	$33.70	$308.1K	56,920	Feb 19, 2020	Feb 21, 2020 ↗
PHR PHREESIA, INC.	SALE Chief Technology Officer	6,826	—	—	0	Feb 18, 2020	Feb 19, 2020 ↗
PHR PHREESIA, INC.	PURCHASE Chief Technology Officer	6,826	$0.73	$5.0K	75,123	Feb 18, 2020	Feb 19, 2020 ↗
PHR PHREESIA, INC.	SALE Chief Technology Officer	9,061	$32.82	$297.4K	66,062	Feb 18, 2020	Feb 19, 2020 ↗
PHR PHREESIA, INC.	SALE Chief Technology Officer	610	$27.83	$17.0K	68,297	Jan 24, 2020	Jan 27, 2020 ↗
PHR PHREESIA, INC.	PURCHASEGRANT Stock grant	46,153	—	—	68,907	Jan 15, 2020	Jan 22, 2020 ↗

Other insiders · PHR

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About this filer

CIK 0001777126

ROLE

Chief Technology Officer

PRIMARY

PHR

COMPANIES

ACTIVE SINCE

Jan 2020

MARKETPEEL · /INSIDER/0001777126DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Daniel Nathan

The morning brief, before the bell.