Phreesia (PHR) accounting officer sells 431 shares under 10b5-1 plan
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Phreesia, Inc. Principal Accounting Officer Yvonne Hui reported small share transactions on Common Stock. She sold 431 shares at $8.85 per share in an open-market transaction that was carried out under a pre-arranged Rule 10b5-1 trading plan adopted on January 15, 2026.
Separately, 325 shares were withheld at $8.77 per share to cover tax obligations tied to the settlement of restricted stock units. The filing notes this tax withholding does not represent a discretionary sale by Hui, indicating the main market-directed activity is the modest planned sale.
Positive
- None.
Negative
- None.
Insider Trade Summary 10b5-1
Net Seller: 431 shares ($3,814)
Net Sell
2 txns
Insider
Hui Yvonne
Role
Principal Accounting Officer
Sold
431 shs ($4K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock | 431 | $8.85 | $4K |
| Tax Withholding | Common Stock | 325 | $8.77 | $3K |
Holdings After Transaction:
Common Stock — 24,233 shares (Direct, null)
Footnotes (1)
- This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 15, 2026. 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.
Key Figures
Open-market sale: 431 shares at $8.85/share
Tax withholding shares: 325 shares at $8.77/share
Net buy/sell shares: -431 shares
3 metrics
Open-market sale
431 shares at $8.85/share
Common Stock sale on May 18, 2026
Tax withholding shares
325 shares at $8.77/share
Shares withheld for RSU tax obligations on May 18, 2026
Net buy/sell shares
-431 shares
Net open-market direction from transaction summary
Key Terms
Rule 10b5-1 trading plan, restricted stock units, tax withholding obligations
3 terms
Rule 10b5-1 trading plan financial
"This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person"
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.
restricted stock units financial
"in connection with the settlement of restricted stock units and does not represent a sale"
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.
tax withholding obligations financial
"Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the settlement"
FAQ
What insider transactions did Phreesia (PHR) report for Yvonne Hui?
Phreesia reported that Principal Accounting Officer Yvonne Hui sold 431 shares of Common Stock at $8.85 per share. In addition, 325 shares were withheld to satisfy tax obligations related to restricted stock unit settlement, which the filing clarifies was not a discretionary sale.
What role does Yvonne Hui hold at Phreesia (PHR) in this Form 4 filing?
In this Form 4, Yvonne Hui is identified as an officer of Phreesia serving as Principal Accounting Officer. The reported transactions reflect her personal holdings of Common Stock and related tax-withholding activity tied to equity compensation.