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Phreesia grants CEO Chaim Indig 500,000 RSUs

Phreesia’s CEO Chaim Indig received a 500,000‑share RSU grant vesting over five years, increasing his direct and family trust holdings in PHR common stock.

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Phreesia, Inc. (symbol: PHR) is the issuer of record for a Form 4 filing submitted to the SEC. Indig Chaim reported acquisition or exercise transactions in this Form 4 filing.

Phreesia, Inc. (PHR) reported that Chief Executive Officer and director Chaim Indig received a grant of 500,000 Restricted Stock Units (RSUs) of common stock on September 1, 2026 under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents a contingent right to one share of common stock and will vest in five substantially equal annual installments beginning on September 1, 2027, subject to his continued service. Following this grant, Indig holds 1,889,595 shares of common stock directly and 255,000 shares indirectly through the Indig Dynasty Trust, whose investment and distribution advisor is his sister-in-law and whose beneficiaries are members of his immediate family. No Rule 10b5-1 trading plan is reported.

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Insider Indig Chaim
Role Chief Executive Officer
Type Security Shares Price Value
Grant/Award Common Stock F1 500,000 $0.00 $0.00
holding Common Stock F2 -- -- --
Holdings After Transaction: Common Stock — 1,889,595 shares (Direct); Common Stock — 255,000 shares (Indirect, Indig Dynasty Trust)
Footnotes (2)
  1. F1. The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in five substantially equal annual installments beginning on September 1, 2027, subject to the Reporting Person's continued service to the Issuer through each vesting date.
  2. F2. These shares are held by a family trust of which the reporting person's sister-in-law is the investment advisor and distribution advisor. Members of the reporting person's immediate family are the sole beneficiaries of such trust.
RSUs granted 500,000 RSUs Restricted Stock Units of common stock granted on September 1, 2026
Vesting installments 5 annual installments RSUs vest in five substantially equal annual installments beginning September 1, 2027
First vesting date September 1, 2027 Initial vesting date for the CEO’s RSU award, subject to continued service
Direct holdings after grant 1,889,595 shares Common stock directly held by Chaim Indig after the RSU grant
Indirect trust holdings 255,000 shares Common stock held indirectly through the Indig Dynasty Trust
Grant price per share $0.00 per share Reported price per share for the RSU grant, reflecting a compensation award
Restricted Stock Units financial
"The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued"
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.
contingent right financial
"Each RSU represents the contingent right to receive one share of the Issuer's"
investment advisor financial
"held by a family trust of which the reporting person's sister-in-law is the investment advisor"
An investment advisor is a person or firm that provides personalized guidance on buying, selling and managing investments and often oversees client portfolios for a fee. For investors this matters because the advisor shapes risk, costs and long-term returns, and is typically required by law to act in the client’s best interests — think of them as a financial coach or GPS that helps navigate choices and avoid costly detours.
distribution advisor financial
"sister-in-law is the investment advisor and distribution advisor"

FAQ

What equity award did Phreesia (PHR) grant to CEO Chaim Indig?

Chaim Indig received a grant of 500,000 Restricted Stock Units (RSUs) of Phreesia common stock on September 1, 2026. Each RSU represents a contingent right to receive one share of common stock, with no cash price per share stated for the grant.

How do the new RSUs for PHR’s CEO vest over time?

The 500,000 RSUs granted to Phreesia’s CEO vest in five substantially equal annual installments, beginning on September 1, 2027. Vesting is conditioned on his continued service to Phreesia through each applicable vesting date.

How many Phreesia (PHR) shares does CEO Chaim Indig hold after this grant?

After the RSU grant, Chaim Indig holds 1,889,595 Phreesia common shares directly. In addition, a family trust associated with him, the Indig Dynasty Trust, holds 255,000 shares indirectly for the benefit of his immediate family.

What is the Indig Dynasty Trust’s role in PHR share ownership?

The Indig Dynasty Trust holds 255,000 Phreesia common shares. The reporting person’s sister-in-law serves as investment advisor and distribution advisor, and members of his immediate family are the sole beneficiaries of the trust.

Was the PHR CEO’s RSU grant made under a Rule 10b5-1 trading plan?

No. The disclosure indicates that no Rule 10b5-1 trading plan is reported for these transactions, meaning the RSU grant is not described as being executed under a pre-arranged trading plan.

Under which equity plan were the new PHR RSUs granted to the CEO?

The 500,000 RSUs granted to Phreesia’s CEO were issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan, which governs the terms of this equity award.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates
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).
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*
Indig Chaim

(Last)(First)(Middle)
C/O PHREESIA
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)
XDirector10% Owner
XOfficer (give title below)Other (specify below)
Chief Executive Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/01/2026
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 Stock09/01/2026A500,000(1)A$01,889,595D
Common Stock255,000IIndig Dynasty Trust(2)
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. The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in five substantially equal annual installments beginning on September 1, 2027, subject to the Reporting Person's continued service to the Issuer through each vesting date.
2. These shares are held by a family trust of which the reporting person's sister-in-law is the investment advisor and distribution advisor. Members of the reporting person's immediate family are the sole beneficiaries of such trust.
/s/ Allison Hoffman by Power of Attorney for Chaim Indig09/03/2026
** 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)