Phreesia (PHR) director gets 19,290 RSUs and sells 2,546 shares under 10b5-1 plan
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Phreesia, Inc. director Lisa Egbuonu-Davis reported both an equity grant and a small share sale. She received 19,290 Restricted Stock Units under the 2019 Stock Option and Incentive Plan at a reference price of $9.59 per unit, each RSU representing one common share. These RSUs vest in full on the earlier of June 24, 2027 or the next annual stockholder meeting. She also sold 2,546 common shares on the open market at $9.53 per share pursuant to a pre-arranged Rule 10b5-1 trading plan adopted on December 16, 2025, and held 38,316 shares directly after the sale.
Positive
- None.
Negative
- None.
Insider Trade Summary 10b5-1
Net Seller: 2,546 shares ($24,263)
Net Sell
2 txns
Insider
Egbuonu-Davis Lisa
Role
null
Sold
2,546 shs ($24K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock | 2,546 | $9.53 | $24K |
| Grant/Award | Common Stock | 19,290 | $9.59 | $185K |
Holdings After Transaction:
Common Stock — 38,316 shares (Direct, null)
Footnotes (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 full upon the earlier of (i) June 24, 2027 and (ii) the next annual meeting of the Issuer's stockholders. This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 16, 2025.
Key Figures
RSU grant size: 19,290 RSUs
RSU reference price: $9.59 per unit
Shares sold: 2,546 shares
+4 more
7 metrics
RSU grant size
19,290 RSUs
Restricted Stock Units issued under 2019 Stock Option and Incentive Plan
RSU reference price
$9.59 per unit
Price associated with RSU grant on June 24, 2026
Shares sold
2,546 shares
Open-market sale of common stock on June 25, 2026
Sale price
$9.53 per share
Price for 2,546 shares sold in open market
Shares held after sale
38,316 shares
Direct holdings following reported transactions
10b5-1 plan adoption date
December 16, 2025
Date pre-arranged trading plan was adopted
RSU vesting date
June 24, 2027
Latest possible vesting date, or earlier at next annual meeting
Key Terms
Restricted Stock Units, RSUs, Rule 10b5-1 trading plan, 2019 Stock Option and Incentive Plan
4 terms
Restricted Stock Units financial
"The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan."
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.
RSUs financial
"Each RSU represents the contingent right to receive one share of the Issuer's common stock."
RSUs, or restricted stock units, are a form of company shares given to employees as part of their compensation. They are typically awarded with certain restrictions, such as a waiting period before they can be fully owned or sold, similar to earning a gift that becomes fully yours over time. For investors, RSUs can impact a company's stock offerings and reflect how much the company relies on stock-based incentives to attract and retain talent.
Rule 10b5-1 trading plan regulatory
"This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 16, 2025."
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.
2019 Stock Option and Incentive Plan financial
"RSUs issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan."
FAQ
What insider transactions did Phreesia (PHR) director Lisa Egbuonu-Davis report?
Lisa Egbuonu-Davis reported a grant of 19,290 Restricted Stock Units and an open-market sale of 2,546 common shares. The RSUs were issued under Phreesia’s 2019 Stock Option and Incentive Plan, while the sale was executed under a pre-arranged Rule 10b5-1 trading plan.
What Restricted Stock Units did Lisa Egbuonu-Davis receive from Phreesia (PHR)?
She received 19,290 Restricted Stock Units under Phreesia’s 2019 Stock Option and Incentive Plan, each RSU representing one share of common stock. The RSUs carry a reference price of $9.59 per unit and will vest in full upon a specified future date or event.
When will Lisa Egbuonu-Davis’s Phreesia (PHR) RSUs vest?
Her 19,290 Restricted Stock Units will vest in full on the earlier of June 24, 2027 or the next annual meeting of Phreesia’s stockholders. This schedule ties vesting either to a fixed calendar date or the company’s regular governance cycle.
What is the significance of the Rule 10b5-1 plan in Lisa Egbuonu-Davis’s Phreesia (PHR) sale?
The sale was made under a Rule 10b5-1 trading plan adopted on December 16, 2025, meaning trades were pre-scheduled according to preset instructions. Such plans help insiders transact shares while reducing concerns about trading on nonpublic information.