Kessler Jon
SEC insider (Form 3/4/5 filer). CIK 0001615062. Director at Phreesia, Inc. (PHR) and 1 other issuer. 24 reported Form 4/5 transactions since Sep 2024; latest on Jun 24, 2026. Located in WILMINGTON, DE.
Companies Kessler Jon has filed insider reports for
- Phreesia, Inc. (PHR): Director
- HEALTHEQUITY, INC. (HQY): Director, Officer, PRESIDENT AND CEO
Kessler Jon
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
Discretionary Trading P&L
Holdings
Transaction History (24 total)
- Jun 24, 2026PHR
Phreesia, Inc.
AwardDirect19.3K shares at avg. $9.59$185K - Apr 6, 2026PHR
Phreesia, Inc.
AwardDirect20.2K shares- - Apr 6, 2026PHR
Phreesia, Inc.
AwardDirect4.4K shares- - Jun 6, 2025HQY
HEALTHEQUITY, INC.
SaleDirect39.1K shares at avg. $112.08$4.4M - Jun 6, 2025HQY
HEALTHEQUITY, INC.
ExerciseDirect38.3K shares at avg. $73.61$2.8M - Jun 6, 2025HQY
HEALTHEQUITY, INC.
SaleDirect16.9K shares at avg. $112.38$1.9M - Jun 6, 2025HQY
HEALTHEQUITY, INC.
ExerciseDirect23.9K shares at avg. $61.72$1.5M - Jun 6, 2025HQY
HEALTHEQUITY, INC.
ExerciseDirect17.4K shares at avg. $41.28$719K - Jun 6, 2025HQY
HEALTHEQUITY, INC.
SaleDirect62.8K shares at avg. $111.84$7.0M - Jun 6, 2025HQY
HEALTHEQUITY, INC.
SaleDirect15.4K shares at avg. $112.70$1.7M
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Jun 24, 2026 |  PHR Phreesia, Inc. | Award | 19,290 | $9.59 | $184,991 | Direct |
| Apr 6, 2026 | PHR Phreesia, Inc. | Award | 20,218 | - | $0 | Direct |
| Apr 6, 2026 | PHR Phreesia, Inc. | Award | 4,376 | - | $0 | Direct |
| Jun 6, 2025 |  HQY HEALTHEQUITY, INC. | Sale | 39,075 | $112.08 | $4,379,526 | Direct |
| Jun 6, 2025 | HQY HEALTHEQUITY, INC. | Exercise | 38,343 | $73.61 | $2,822,428 | Direct |
| Jun 6, 2025 | HQY HEALTHEQUITY, INC. | Sale | 16,854 | $112.38 | $1,894,135 | Direct |
| Jun 6, 2025 | HQY HEALTHEQUITY, INC. | Exercise | 23,929 | $61.72 | $1,476,898 | Direct |
| Jun 6, 2025 | HQY HEALTHEQUITY, INC. | Exercise | 17,409 | $41.28 | $718,644 | Direct |
| Jun 6, 2025 | HQY HEALTHEQUITY, INC. | Sale | 62,827 | $111.84 | $7,026,371 | Direct |
| Jun 6, 2025 | HQY HEALTHEQUITY, INC. | Sale | 15,427 | $112.70 | $1,738,623 | Direct |
1-10 of 24 transactions