Jon Kessler

CIK: 0001615062

Transaction Breakdown

Open Market Buys (P)0 (0.0%)

High conviction signal

Open Market Sales (S)13 (54.2%)

Position reduction

Option Exercises (M)6 (25.0%)

Derivative conversions

Awards (A)4 (16.7%)

Compensation grants

Other (G, F, J, C, D, …)1 (4.2%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (2)

PHR

Phreesia, Inc.

Director

HQY

HEALTHEQUITY, INC.

DirectorOfficer

Discretionary Trading P&L

Holdings

Transaction History (24 total)

PHR
Phreesia, Inc.
Jun 24, 2026
Award(A)
Direct
19.3K shares at avg. $9.59$185K
PHR
Phreesia, Inc.
Apr 6, 2026
Award(A)
Direct
4.4K shares-
PHR
Phreesia, Inc.
Apr 6, 2026
Award(A)
Direct
20.2K shares-
HQY
HEALTHEQUITY, INC.
Jun 6, 2025
Sale(S)
Direct
39.1K shares at avg. $112.08$4.4M
HQY
HEALTHEQUITY, INC.
Jun 6, 2025
Exercise(M)
Indirect
12.8K shares at avg. $73.61$941K
HQY
HEALTHEQUITY, INC.
Jun 6, 2025
Sale(S)
Indirect
52.5K shares at avg. $111.83$5.9M
HQY
HEALTHEQUITY, INC.
Jun 6, 2025
Sale(S)
Indirect
19.1K shares at avg. $112.39$2.1M
HQY
HEALTHEQUITY, INC.
Jun 6, 2025
Sale(S)
Indirect
16.5K shares at avg. $111.98$1.9M
HQY
HEALTHEQUITY, INC.
Jun 6, 2025
Sale(S)
Indirect
9.6K shares at avg. $112.61$1.1M
HQY
HEALTHEQUITY, INC.
Jun 6, 2025
Sale(S)
Indirect
60 shares at avg. $113.35$7K
HQY
HEALTHEQUITY, INC.
Jun 6, 2025
Exercise(M)
Direct
17.4K shares at avg. $41.28$719K
HQY
HEALTHEQUITY, INC.
Jun 6, 2025
Exercise(M)
Direct
23.9K shares at avg. $61.72$1.5M
HQY
HEALTHEQUITY, INC.
Jun 6, 2025
Exercise(M)
Direct
38.3K shares at avg. $73.61$2.8M
HQY
HEALTHEQUITY, INC.
Jun 6, 2025
Sale(S)
Direct
62.8K shares at avg. $111.84$7.0M
HQY
HEALTHEQUITY, INC.
Jun 6, 2025
Sale(S)
Direct
16.9K shares at avg. $112.38$1.9M
HQY
HEALTHEQUITY, INC.
Jun 6, 2025
Sale(S)
Direct
15.4K shares at avg. $112.70$1.7M
HQY
HEALTHEQUITY, INC.
Jun 6, 2025
Exercise(M)
Indirect
34.8K shares at avg. $41.28$1.4M
HQY
HEALTHEQUITY, INC.
Jun 6, 2025
Exercise(M)
Indirect
23.9K shares at avg. $61.72$1.5M
HQY
HEALTHEQUITY, INC.
Apr 8, 2025
Tax Payment(F)
Direct
101.5K shares at avg. $79.88$8.1M
HQY
HEALTHEQUITY, INC.
Apr 2, 2025
Award(A)
Direct
205.1K shares-
HQY
HEALTHEQUITY, INC.
Sep 16, 2024
Sale(S)
Direct
3.7K shares at avg. $78.94$289K
HQY
HEALTHEQUITY, INC.
Sep 16, 2024
Sale(S)
Indirect
7.2K shares at avg. $78.32$567K
HQY
HEALTHEQUITY, INC.
Sep 16, 2024
Sale(S)
Indirect
1.5K shares at avg. $78.93$119K
HQY
HEALTHEQUITY, INC.
Sep 16, 2024
Sale(S)
Direct
17.3K shares at avg. $78.31$1.4M

		Type	Shares	Price		Ownership
Jun 24, 2026	PHR Phreesia, Inc.	Award(A)	19,290	$9.59	$184,991	Direct
Apr 6, 2026	PHR Phreesia, Inc.	Award(A)	4,376	-	$0	Direct
Apr 6, 2026	PHR Phreesia, Inc.	Award(A)	20,218	-	$0	Direct
Jun 6, 2025	HQY HEALTHEQUITY, INC.	Sale(S)	39,075	$112.08	$4,379,526	Direct
Jun 6, 2025	HQY HEALTHEQUITY, INC.	Exercise(M)	12,782	$73.61	$940,883	Indirect
Jun 6, 2025	HQY HEALTHEQUITY, INC.	Sale(S)	52,450	$111.83	$5,865,730	Indirect
Jun 6, 2025	HQY HEALTHEQUITY, INC.	Sale(S)	19,082	$112.39	$2,144,649	Indirect
Jun 6, 2025	HQY HEALTHEQUITY, INC.	Sale(S)	16,547	$111.98	$1,852,933	Indirect
Jun 6, 2025	HQY HEALTHEQUITY, INC.	Sale(S)	9,628	$112.61	$1,084,209	Indirect
Jun 6, 2025	HQY HEALTHEQUITY, INC.	Sale(S)	60	$113.35	$6,801	Indirect
Jun 6, 2025	HQY HEALTHEQUITY, INC.	Exercise(M)	17,409	$41.28	$718,644	Direct
Jun 6, 2025	HQY HEALTHEQUITY, INC.	Exercise(M)	23,929	$61.72	$1,476,898	Direct
Jun 6, 2025	HQY HEALTHEQUITY, INC.	Exercise(M)	38,343	$73.61	$2,822,428	Direct
Jun 6, 2025	HQY HEALTHEQUITY, INC.	Sale(S)	62,827	$111.84	$7,026,371	Direct
Jun 6, 2025	HQY HEALTHEQUITY, INC.	Sale(S)	16,854	$112.38	$1,894,135	Direct
Jun 6, 2025	HQY HEALTHEQUITY, INC.	Sale(S)	15,427	$112.70	$1,738,623	Direct
Jun 6, 2025	HQY HEALTHEQUITY, INC.	Exercise(M)	34,820	$41.28	$1,437,370	Indirect
Jun 6, 2025	HQY HEALTHEQUITY, INC.	Exercise(M)	23,930	$61.72	$1,476,960	Indirect
Apr 8, 2025	HQY HEALTHEQUITY, INC.	Tax Payment(F)	101,545	$79.88	$8,111,364	Direct
Apr 2, 2025	HQY HEALTHEQUITY, INC.	Award(A)	205,055	-	-	Direct
Sep 16, 2024	HQY HEALTHEQUITY, INC.	Sale(S)	3,661	$78.94	$288,988	Direct
Sep 16, 2024	HQY HEALTHEQUITY, INC.	Sale(S)	7,239	$78.32	$566,929	Indirect
Sep 16, 2024	HQY HEALTHEQUITY, INC.	Sale(S)	1,511	$78.93	$119,268	Indirect
Sep 16, 2024	HQY HEALTHEQUITY, INC.	Sale(S)	17,338	$78.31	$1,357,808	Direct

1-24 of 24 transactions

About Kessler Jon

Kessler Jon (SEC CIK 0001615062) files insider reports with the SEC as Director of Phreesia, Inc. (PHR) and PRESIDENT AND CEO of HEALTHEQUITY, INC. (HQY).

Signal8 holds 7 ownership filings by Kessler Jon (1 Form 3, 6 Form 4), filed between Sep 18, 2024 and Jun 26, 2026. Those filings report 24 transactions, from Sep 16, 2024 to Jun 24, 2026. Signal8's Form 4 history starts in Sep 2024.

The business address on Kessler Jon's filings is in WILMINGTON, DE.

Recent filings by Kessler Jon

Jun 24, 2026: Grant or award of PHR shares (Form 4, code A).
Apr 6, 2026: Grants or awards of PHR shares (2 lines, Form 4, code A).
Jun 6, 2025: Open-market sale of HQY shares (Form 4, code S).
Jun 6, 2025: Option exercise of HQY shares (Form 4, code M).
Jun 6, 2025: Open-market sales of HQY shares (5 lines, Form 4, code S).

Other insiders filing for Phreesia, Inc. (PHR)

Munson Gillian, Director
Goldstein Lainie, Director
Linetsky David, President, Network Solutions
VanDuyn Amy Beth, SVP, Human Resources
Roberts Evan, President, Provider Solutions
Indig Chaim, Chief Executive Officer

How to read Form 4 transaction codes