STOCK TITAN

Phreesia (PHR) accounting officer sells 431 shares under 10b5-1 plan

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
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 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)
  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.
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
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"
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)
05/18/2026
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 Stock05/18/2026S431(1)D$8.8524,233D
Common Stock05/18/2026F325(2)D$8.7723,908D
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. This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 15, 2026.
2. 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.
/s/ Allison Hoffman as Attorney-in-Fact for Yvonne Hui05/20/2026
** 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 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.

At what prices did Yvonne Hui’s Phreesia (PHR) share transactions occur?

The open-market sale by Yvonne Hui occurred at $8.85 per share for 431 shares of Common Stock. Separately, 325 shares were withheld at $8.77 per share to cover tax withholding obligations associated with restricted stock unit settlement.

Was Yvonne Hui’s Phreesia (PHR) share sale part of a Rule 10b5-1 plan?

Yes. The filing states the transaction was effected under a Rule 10b5-1 trading plan adopted on January 15, 2026. Such plans pre-schedule trades, indicating the timing of the 431-share sale at $8.85 was not a discretionary market-timing decision.

Does the tax withholding in the Phreesia (PHR) Form 4 represent a share sale by Yvonne Hui?

No. The Form 4 explains that the 325 shares at $8.77 were withheld by Phreesia to satisfy tax obligations from restricted stock unit settlement. It explicitly notes this tax withholding does not represent a sale by Yvonne Hui in the market.

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.