STOCK TITAN

Phreesia (PHR) accounting officer sells 10,063 shares under 10b5-1 plan

Filing Impact
(Moderate)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Phreesia, Inc. Principal Accounting Officer Yvonne Hui reported multiple transactions in the company’s common stock. On April 15 and 16, 2026, a total of 1,310 shares were withheld at prices of $8.56 and $9.17 to cover tax obligations on restricted stock unit settlements; these do not represent sales by her.

On April 16, 2026, she executed an open-market sale of 10,063 shares at $9.08 per share pursuant to a Rule 10b5-1 trading plan adopted on January 15, 2026. Following these transactions, Hui directly holds 25,991 shares of Phreesia common stock.

Positive

  • None.

Negative

  • None.
Insider Hui Yvonne
Role Principal Accounting Officer
Sold 10,063 shs ($91K)
Type Security Shares Price Value
Tax Withholding Common Stock 996 $9.17 $9K
Sale Common Stock 10,063 $9.08 $91K
Tax Withholding Common Stock 314 $8.56 $3K
Holdings After Transaction: Common Stock — 36,054 shares (Direct)
Footnotes (1)
  1. Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of restricted stock units and does not represent a sale by the Reporting Person. This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 15, 2026.
Open-market sale shares 10,063 shares Common Stock sold on April 16, 2026
Sale price per share $9.08/share Open-market sale on April 16, 2026
Tax-withheld shares total 1,310 shares Withheld to satisfy tax obligations on RSU settlements
Tax-withholding at $9.17 996 shares at $9.17/share Withheld on April 16, 2026
Tax-withholding at $8.56 314 shares at $8.56/share Withheld on April 15, 2026
Shares held after sale 25,991 shares Direct ownership following April 16, 2026 sale
Rule 10b5-1 plan adoption date January 15, 2026 Trading plan governing the April 16, 2026 sale
restricted stock units financial
"in connection with the settlement of restricted stock units and does not"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
Rule 10b5-1 trading plan regulatory
"This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted"
A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.
tax withholding obligations financial
"withheld by the Issuer to satisfy tax withholding obligations in connection"
open-market sale financial
"transaction_action": "open-market sale""
An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.
Principal Accounting Officer financial
"officer_title": "Principal Accounting Officer""
The Principal Accounting Officer is the person responsible for making sure a company's financial records are accurate and follow the rules. They play a key role in preparing financial reports that show how well the company is doing. This helps investors, managers, and regulators trust the company's financial information.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
X
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Hui Yvonne

(Last)(First)(Middle)
C/O PHREESIA, INC.
1521 CONCORD PIKE, SUITE 301 PMB 221

(Street)
WILMINGTON DELAWARE 19803

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Phreesia, Inc. [ PHR ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Principal Accounting Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/15/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock04/15/2026F314(1)D$8.5637,050D
Common Stock04/16/2026F996(1)D$9.1736,054D
Common Stock04/16/2026S10,063(2)D$9.0825,991D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement of restricted stock units and does not represent a sale by the Reporting Person.
2. This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 15, 2026.
/s/ Allison Hoffman as Attorney-in-Fact for Yvonne Hui04/17/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What did Phreesia (PHR) Principal Accounting Officer Yvonne Hui do in this Form 4?

Yvonne Hui reported an open-market sale of Phreesia common stock and tax-related share withholdings. She sold 10,063 shares at $9.08 each and had 1,310 shares withheld for taxes tied to restricted stock unit settlements, then held 25,991 shares directly.

How many Phreesia (PHR) shares did Yvonne Hui sell and at what price?

She sold 10,063 shares of Phreesia common stock at $9.08 per share. This was reported as an open-market sale and was carried out pursuant to a pre-arranged Rule 10b5-1 trading plan adopted on January 15, 2026.

Were all share reductions in the Phreesia (PHR) Form 4 actual sales by Yvonne Hui?

No. A total of 1,310 shares were withheld by Phreesia to satisfy tax withholding obligations on restricted stock unit settlements. The filing explicitly states these tax-withholding transactions do not represent sales by Yvonne Hui, distinguishing them from the open-market sale.

What is the role of the Rule 10b5-1 trading plan in Yvonne Hui’s Phreesia (PHR) stock sale?

The open-market sale of 10,063 Phreesia shares was executed under a Rule 10b5-1 trading plan. The filing notes this plan was adopted on January 15, 2026, indicating the sale was pre-scheduled rather than timed at the insider’s sole discretion.

How many Phreesia (PHR) shares does Yvonne Hui hold after these transactions?

After the reported transactions, Yvonne Hui directly holds 25,991 shares of Phreesia common stock. This figure reflects the impact of both the 10,063-share open-market sale and the 1,310 shares withheld to satisfy tax obligations on restricted stock unit settlements.

What do the tax-withholding transactions in the Phreesia (PHR) Form 4 represent?

The two F-coded transactions represent shares withheld by Phreesia to cover tax obligations on restricted stock unit settlements. They total 1,310 shares at prices of $8.56 and $9.17 and, per the footnote, do not constitute sales by Yvonne Hui.