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Phreesia Board Member Weintraub Increases Stake Through RSU Grant Ahead of 2026

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

Rhea-AI Filing Summary

Phreesia director Michael Weintraub received 6,700 Restricted Stock Units (RSUs) on June 25, 2025, at a price of $27.61 per unit. Following this transaction, Weintraub's holdings include:

  • 158,229 shares held directly
  • 30,795 shares held indirectly through Michael Weintraub 2023 Qualified Annuity Trust
  • 6,703 shares held indirectly through Weintraub Family 2017 Irrevocable Trust

The newly granted RSUs will fully vest upon the earlier of June 25, 2026 or the next annual stockholders' meeting. The RSUs were issued under Phreesia's 2019 Stock Option and Incentive Plan. For the trust holdings, Weintraub disclaims beneficial ownership except for his pecuniary interest. The filing was signed by Allison Hoffman via power of attorney on June 27, 2025.

Positive

  • None.

Negative

  • None.
Insider Weintraub Michael
Role Director
Type Security Shares Price Value
Grant/Award Common Stock 6,700 $27.61 $185K
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 158,229 shares (Direct); Common Stock — 30,795 shares (Indirect, Michael Weintraub 2023 Qualified Annuity Trust)
Footnotes (1)
  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 25, 2026 and (ii) the next annual meeting of the Issuer's stockholders. Michael Weintraub 2023 Qualified Annuity Trust (the "GRAT") is a grantor retained annuity trust of which the Reporting Person is the trustee and of which the Weintraub Family 2017 Irrevocable Trust is the beneficiary. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, if any. Members of the Reporting Person's immediate family are the sole beneficiaries of the Weintraub Family 2017 Irrevocable Trust. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, if any.
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*
Weintraub Michael

(Last) (First) (Middle)
C/O PHREESIA, INC.
1521 CONCORD PIKE, SUITE 301 PMB 221

(Street)
WILMINGTON DE 19803

(City) (State) (Zip)
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
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
06/25/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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 06/25/2025 A 6,700(1) A $27.61 158,229 D
Common Stock 30,795 I Michael Weintraub 2023 Qualified Annuity Trust(2)
Common Stock 6,703 I Weintraub Family 2017 Irrevocable Trust(3)
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. 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 25, 2026 and (ii) the next annual meeting of the Issuer's stockholders.
2. Michael Weintraub 2023 Qualified Annuity Trust (the "GRAT") is a grantor retained annuity trust of which the Reporting Person is the trustee and of which the Weintraub Family 2017 Irrevocable Trust is the beneficiary. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, if any.
3. Members of the Reporting Person's immediate family are the sole beneficiaries of the Weintraub Family 2017 Irrevocable Trust. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, if any.
Remarks:
Exhibit 24 - Power of Attorney
/s/ Allison Hoffman by Power of Attorney for Michael Weintraub 06/27/2025
** 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.

FAQ

How many Phreesia (PHR) shares did Director Michael Weintraub acquire on June 25, 2025?

Director Michael Weintraub acquired 6,700 Restricted Stock Units (RSUs) of Phreesia (PHR) at a price of $27.61 per share on June 25, 2025.

When will Michael Weintraub's newly acquired PHR RSUs vest?

The RSUs will vest in full upon the earlier of (i) June 25, 2026 or (ii) the next annual meeting of Phreesia's stockholders.

How many PHR shares does Michael Weintraub own directly after the June 25, 2025 transaction?

Following the reported transaction, Michael Weintraub directly owns 158,229 shares of Phreesia (PHR) stock.

What indirect holdings of PHR stock does Michael Weintraub have through trusts?

Michael Weintraub has indirect ownership of 30,795 shares through the Michael Weintraub 2023 Qualified Annuity Trust and 6,703 shares through the Weintraub Family 2017 Irrevocable Trust, totaling 37,498 shares held indirectly.