Phreesia CEO reports tax withholding of 33,008 shares

Phreesia, Inc. Chief Executive Officer Chaim Indig reported a routine tax-related share disposition.

Rhea-AI Filing Summary

Phreesia, Inc. Chief Executive Officer Chaim Indig reported a routine tax-related share disposition. On the settlement of restricted stock units, 33,008 shares of common stock were withheld by the company at $9.15 per share to cover tax withholding obligations and did not involve an open-market sale. After this withholding, Indig directly holds 1,389,595 common shares, and an additional 255,000 shares are held indirectly through the Indig Dynasty Trust, a family trust advised by his sister-in-law for the benefit of his immediate family.

Insider Trade Summary

Exercise Price or Tax Liability: 33,008 shares

Exercise Price or Tax Liability 2 txns

Insider Indig Chaim

Role Chief Executive Officer

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	33,008	$9.15	$302K
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 1,389,595 shares (Direct); Common Stock — 255,000 shares (Indirect, Indig Dynasty Trust)

Footnotes (2)

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.
2. F2. These shares are held by a family trust of which the reporting person's sister-in-law is the investment advisor and distribution advisor. Members of the reporting person's immediate family are the sole beneficiaries of such trust.

Key Figures

Shares withheld for taxes: 33,008 shares at $9.15 Direct holdings after transaction: 1,389,595 shares Indirect holdings in trust: 255,000 shares +1 more

4 metrics

Shares withheld for taxes 33,008 shares at $9.15 Tax withholding on RSU settlement on 2026-04-09

Direct holdings after transaction 1,389,595 shares Common stock directly owned following tax withholding

Indirect holdings in trust 255,000 shares Common stock held by Indig Dynasty Trust

Tax withholding transactions 1 transaction, 33,008 shares Summary of F-code tax-withholding disposition

Key Terms

restricted stock units, tax withholding obligations, family trust, investment advisor, +1 more

5 terms

restricted stock units financial

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

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"

family trust financial

"These shares are held by a family trust of which the reporting person's"

investment advisor financial

"sister-in-law is the investment advisor and distribution advisor."

An investment advisor is a person or firm that provides personalized guidance on buying, selling and managing investments and often oversees client portfolios for a fee. For investors this matters because the advisor shapes risk, costs and long-term returns, and is typically required by law to act in the client’s best interests — think of them as a financial coach or GPS that helps navigate choices and avoid costly detours.

distribution advisor financial

"sister-in-law is the investment advisor and distribution advisor."

FAQ

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

What did Phreesia (PHR) CEO Chaim Indig report in this Form 4 filing?

Chaim Indig reported a tax-related share disposition. Phreesia withheld 33,008 common shares to satisfy tax obligations from restricted stock unit settlement, while Indig’s direct holdings rose to 1,389,595 shares, plus 255,000 shares held indirectly through the Indig Dynasty Trust.

Was the Phreesia (PHR) CEO’s Form 4 transaction an open-market stock sale?

No, the transaction was not an open-market sale. The filing states the 33,008 shares were withheld by Phreesia solely to satisfy tax withholding obligations related to restricted stock units, and explicitly notes this withholding does not represent a sale by Chaim Indig.

How many Phreesia (PHR) shares does CEO Chaim Indig hold after this filing?

After the reported transaction, Chaim Indig directly holds 1,389,595 Phreesia common shares. In addition, 255,000 shares are held indirectly through the Indig Dynasty Trust, bringing total reported exposure across direct and indirect holdings to more than 1.6 million shares.

What are the 33,008 Phreesia (PHR) shares mentioned in the CEO’s Form 4?

The 33,008 shares are common stock withheld by Phreesia to cover tax withholding obligations on the settlement of restricted stock units. The filing clarifies these withheld shares represent tax payment, not a discretionary sale or market transaction by CEO Chaim Indig.

What is the Indig Dynasty Trust referenced in Phreesia (PHR) CEO’s Form 4?

The Indig Dynasty Trust is a family trust holding 255,000 Phreesia shares. The filing notes the reporting person’s sister-in-law serves as investment and distribution advisor, and members of Chaim Indig’s immediate family are the sole beneficiaries of this trust-held indirect position.

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

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Accepted by SEC EDGAR 04/13/2026 - 08:07 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^*

Indig Chaim

(Last) (First) (Middle)

C/O PHREESIA

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)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Executive 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)

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		33,008(1)	D	$9.15	1,389,595	D
Common Stock								255,000	I	Indig Dynasty Trust(2)

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.

2. These shares are held by a family trust of which the reporting person's sister-in-law is the investment advisor and distribution advisor. Members of the reporting person's immediate family are the sole beneficiaries of such trust.

	/s/ Allison Hoffman by Power of Attorney for Chaim Indig	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)