Phreesia executive has shares withheld for taxes

Phreesia, Inc. executive Evan Roberts, President, Provider Solutions, reported a routine compensation-related share withholding.

Rhea-AI Filing Summary

Phreesia, Inc. executive Evan Roberts, President, Provider Solutions, reported a routine compensation-related share withholding. On April 9, 2026, the company withheld 19,626 shares of common stock at $9.15 per share to cover tax obligations tied to restricted stock unit settlement, which the filing notes is not a sale by Roberts. After this tax-withholding disposition, he directly holds 842,501 shares of Phreesia common stock.

Insider Trade Summary

Exercise Price or Tax Liability: 19,626 shares

Exercise Price or Tax Liability 1 txn

Insider Roberts Evan

Role President, Provider Solutions

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	19,626	$9.15	$180K

Holdings After Transaction: Common Stock — 842,501 shares (Direct)

Footnotes (1)

1. F1. 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

Tax-withheld shares: 19,626 shares Withholding price: $9.15 per share Post-transaction holdings: 842,501 shares +1 more

4 metrics

Tax-withheld shares 19,626 shares Common stock withheld to satisfy tax obligations on RSU settlement

Withholding price $9.15 per share Price used for the 19,626 tax-withheld common shares

Post-transaction holdings 842,501 shares Common shares directly held by Evan Roberts after the transaction

Tax-withholding shares (summary) 19,626 shares TaxWithholdingShares in transaction summary

Key Terms

restricted stock units, tax withholding obligations, tax-withholding disposition

3 terms

restricted stock units financial

"in connection with the settlement of restricted stock units and does not represent"

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

"shares withheld by the Issuer to satisfy tax withholding obligations in connection"

tax-withholding disposition financial

"transaction_action": "tax-withholding disposition""

A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Phreesia (PHR) executive Evan Roberts report in this Form 4?

Evan Roberts reported a tax-withholding disposition of shares, not an open-market trade. Phreesia withheld 19,626 common shares to cover taxes on restricted stock unit settlement, while Roberts remained a large shareholder afterward.

How many Phreesia (PHR) shares were withheld for Evan Roberts’ taxes?

Phreesia withheld 19,626 shares of common stock from Evan Roberts. These shares satisfied tax withholding obligations arising from the settlement of restricted stock units, according to the filing’s footnote, and did not represent a discretionary share sale by him.

What price per share was used for Evan Roberts’ tax-withholding shares at Phreesia (PHR)?

The tax-withholding disposition used a price of $9.15 per share for the 19,626 Phreesia common shares. This figure is disclosed directly in the transaction details and reflects the value used to cover the associated tax obligations.

How many Phreesia (PHR) shares does Evan Roberts hold after this Form 4 event?

Following the tax-withholding disposition, Evan Roberts directly holds 842,501 Phreesia common shares. This shows that the withheld 19,626 shares represent only a portion of his overall position and that he remains a significant shareholder.

Does Evan Roberts’ Form 4 for Phreesia (PHR) indicate a sale in the open market?

No, the Form 4 footnote states the shares were withheld by Phreesia to satisfy tax obligations on restricted stock units. It explicitly says this does not represent a sale by Evan Roberts in the open market.

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

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Accepted by SEC EDGAR 04/13/2026 - 08:04 PM EDT Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED 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^*

Roberts Evan

(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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	President, Provider Solutions

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
04/09/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
			Code	V	Amount	(A) or (D)	Price
Common Stock	04/09/2026		F		19,626(1)	D	$9.15	842,501	D

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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount 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.

	/s/ Allison Hoffman by Power of Attorney for Evan Roberts	04/13/2026
	** Signature of Reporting Person	Date
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)