Phreesia Board Member Weintraub Increases Stake Through RSU Grant Ahead of 2026
Filing Impact
Filing Sentiment
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 Trade Summary
3 transactions reported
Mixed
3 txns
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)
- 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.
FAQ
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.
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.