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Phreesia (PHR) Principal Accounting Officer has shares withheld for RSU tax obligations

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Phreesia, Inc. Principal Accounting Officer Yvonne Hui reported a routine tax-related share disposition. On settlement of restricted stock units, 5,438 shares of common stock were withheld by the company at $9.15 per share to cover tax withholding obligations.

The filing explicitly states this withholding does not represent an open-market sale by Hui. After this transaction, Hui directly holds 37,364 shares of Phreesia common stock, indicating the event is compensation- and tax-driven rather than a discretionary trade.

Positive

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Negative

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Insider Hui Yvonne
Role Principal Accounting Officer
Type Security Shares Price Value
Tax Withholding Common Stock 5,438 $9.15 $50K
Holdings After Transaction: Common Stock — 37,364 shares (Direct)
Footnotes (1)
  1. [object Object]
Shares withheld for taxes 5,438 shares Withheld to satisfy tax obligations on RSU settlement
Per-share value for withholding $9.15 per share Valuation used for 5,438 withheld shares
Shares held after transaction 37,364 shares Direct holdings following tax-withholding disposition
Tax-withholding shares summary 5,438 shares TaxWithholdingShares in transaction summary
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"
Principal Accounting Officer financial
"officer_title": "Principal Accounting Officer""
The Principal Accounting Officer is the person responsible for making sure a company's financial records are accurate and follow the rules. They play a key role in preparing financial reports that show how well the company is doing. This helps investors, managers, and regulators trust the company's financial information.
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.
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*
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)
04/09/2026
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 Stock04/09/2026F5,438(1)D$9.1537,364D
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 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 Hui04/13/2026
** 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 transaction did Phreesia (PHR) report for Yvonne Hui?

Phreesia reported that Principal Accounting Officer Yvonne Hui had 5,438 common shares withheld to cover tax obligations on restricted stock unit settlement. This was a tax-withholding disposition, not an open-market trade, and reflects routine handling of equity compensation.

Was the Phreesia (PHR) Form 4 transaction an actual stock sale by Yvonne Hui?

No, the Form 4 states the 5,438 shares were withheld by Phreesia to satisfy tax withholding obligations. It explicitly notes this does not represent a sale by Hui, but rather shares retained by the company in connection with equity compensation.

How many Phreesia (PHR) shares does Yvonne Hui hold after the reported transaction?

After the tax-withholding disposition, Yvonne Hui directly holds 37,364 shares of Phreesia common stock. This post-transaction holding figure, disclosed in the Form 4, shows she continues to maintain a meaningful equity stake in the company.

What price per share was used for the Phreesia (PHR) tax-withholding shares?

The 5,438 Phreesia common shares withheld for tax purposes were valued at $9.15 per share. This price is used solely for calculating the tax withholding on the restricted stock unit settlement, not as an indication of an open-market sale price.

What role does Yvonne Hui hold at Phreesia (PHR) in this Form 4 filing?

In the Form 4, Yvonne Hui is identified as an officer of Phreesia, serving as Principal Accounting Officer. Her reported transaction relates to equity compensation and tax withholding, which are typical for senior finance and accounting executives receiving stock-based awards.