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Phreesia president awarded 8,113 RSUs as bonus

Phreesia’s President, Provider Solutions, elected to take part of his first-half fiscal 2027 bonus as fully vested RSUs, increasing his direct common stock holdings.

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Phreesia, Inc. (PHR) reported that Evan Roberts, President, Provider Solutions, received an award of 8,113 shares of Common Stock on September 14, 2026, in the form of fully vested Restricted Stock Units (RSUs) granted at no cost to him. These RSUs were issued in lieu of 50% of his cash bonus for the first half of the fiscal year ending January 31, 2027, under the company’s Senior Executive Cash Incentive Bonus Plan, reflecting his election to convert that cash bonus into RSUs representing 115% of the earned cash amount, using a per share value of $10.42, the closing price of Phreesia common stock on September 14, 2026. Following this grant, Roberts directly holds 1,042,614 shares of Phreesia common stock.

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Insider Roberts Evan
Role President, Provider Solutions
Type Security Shares Price Value
Grant/Award Common Stock F1 8,113 $0.00 $0.00
Holdings After Transaction: Common Stock — 1,042,614 shares (Direct)
Footnotes (1)
  1. F1. Represents Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of 50% of the Reporting Person's cash bonus earned for the first half of the fiscal year ending January 31, 2027 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted is based on a per share value of $10.42, the closing price of the Issuer's common stock on September 14, 2026.
RSUs granted 8,113 shares Fully vested RSUs granted to Evan Roberts on September 14, 2026
Share value used for RSU grant $10.42 per share Closing price of Phreesia common stock on September 14, 2026, used to determine RSU count
Shareholdings after transaction 1,042,614 shares Total Phreesia common stock directly held by Evan Roberts after the grant
Portion of bonus taken as RSUs 50% of cash bonus Portion of first-half fiscal 2027 cash bonus converted into RSUs
RSU multiplier on bonus amount 115% RSUs represent 115% of the earned cash bonus amount converted
Restricted Stock Units ("RSUs") financial
"Represents Restricted Stock Units ("RSUs") that were fully vested"
Restricted stock units (RSUs) are a company promise to give an employee shares of stock (or cash equivalent) in the future, but only after certain conditions—usually staying with the company for a set time or hitting performance goals—are met. Investors watch RSUs because when they vest they increase the number of shares outstanding and can lead insiders to sell shares, affecting share price, company dilution and the true cost of employee pay.
Senior Executive Cash Incentive Bonus Plan financial
"earned for the first half of the fiscal year ending January 31, 2027 under the Issuer's Senior Executive Cash Incentive Bonus Plan"
per share value financial
"The number of RSUs granted is based on a per share value of $10.42"

FAQ

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

What insider transaction did Phreesia (PHR) report for Evan Roberts?

Phreesia reported that President, Provider Solutions, Evan Roberts received a grant of 8,113 fully vested RSUs on September 14, 2026, which were settled in shares of common stock and increased his direct holdings.

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

After the reported RSU grant, Evan Roberts directly holds 1,042,614 shares of Phreesia common stock, as disclosed in the Form 4 filing.

What was the purpose of the 8,113 RSUs granted to Evan Roberts at Phreesia (PHR)?

The 8,113 RSUs granted to Evan Roberts were awards received in lieu of 50% of his cash bonus for the first half of the fiscal year ending January 31, 2027, under Phreesia’s Senior Executive Cash Incentive Bonus Plan.

How were Evan Roberts’ RSUs at Phreesia (PHR) valued for the grant?

The number of RSUs granted to Evan Roberts was based on a per share value of $10.42, which was the closing price of Phreesia’s common stock on September 14, 2026.

Did Evan Roberts at Phreesia (PHR) receive more value by taking RSUs instead of cash?

According to the filing, Roberts elected to convert his cash bonus into RSUs representing 115% of the earned cash bonus amount, meaning the RSU grant reflects 115% of the bonus he would have received in cash.

Are the RSUs granted to Evan Roberts at Phreesia (PHR) subject to vesting?

The filing states that the Restricted Stock Units were fully vested as of the grant date, so they were not subject to additional vesting conditions at the time of grant.

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*
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)
Director10% Owner
XOfficer (give title below)Other (specify below)
President, Provider Solutions
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/14/2026
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 Stock09/14/2026A8,113A$0(1)1,042,614D
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 Restricted Stock Units ("RSUs") that were fully vested as of the grant date. These RSUs represent awards received in lieu of 50% of the Reporting Person's cash bonus earned for the first half of the fiscal year ending January 31, 2027 under the Issuer's Senior Executive Cash Incentive Bonus Plan. The Reporting Person elected to convert such cash bonus into RSUs representing 115% of the earned cash bonus amount. The number of RSUs granted is based on a per share value of $10.42, the closing price of the Issuer's common stock on September 14, 2026.
/s/ Allison Hoffman by Power of Attorney for Evan Roberts09/16/2026
** 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)

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