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[Form 4] Phreesia, Inc. Insider Trading Activity

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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.

Il direttore di Phreesia, Michael Weintraub, ha ricevuto 6.700 Unità Azionarie Vincolate (RSU) il 25 giugno 2025, al prezzo di 27,61 $ per unità. Dopo questa operazione, le partecipazioni di Weintraub comprendono:

  • 158.229 azioni detenute direttamente
  • 30.795 azioni detenute indirettamente tramite il Michael Weintraub 2023 Qualified Annuity Trust
  • 6.703 azioni detenute indirettamente tramite il Weintraub Family 2017 Irrevocable Trust

Le nuove RSU concesse matureranno completamente alla prima tra il 25 giugno 2026 o la prossima assemblea annuale degli azionisti. Le RSU sono state emesse nell’ambito del Piano di Opzioni Azionarie e Incentivi 2019 di Phreesia. Per le partecipazioni in trust, Weintraub declina la titolarità beneficiaria eccetto per il suo interesse pecuniario. La dichiarazione è stata firmata da Allison Hoffman con procura il 27 giugno 2025.

El director de Phreesia, Michael Weintraub, recibió 6.700 Unidades de Acciones Restringidas (RSU) el 25 de junio de 2025, a un precio de 27,61 $ por unidad. Tras esta transacción, las participaciones de Weintraub incluyen:

  • 158.229 acciones en propiedad directa
  • 30.795 acciones en propiedad indirecta a través del Michael Weintraub 2023 Qualified Annuity Trust
  • 6.703 acciones en propiedad indirecta a través del Weintraub Family 2017 Irrevocable Trust

Las RSU recién otorgadas se consolidarán completamente al primero que ocurra entre el 25 de junio de 2026 o la próxima junta anual de accionistas. Las RSU fueron emitidas bajo el Plan de Opciones sobre Acciones e Incentivos 2019 de Phreesia. Respecto a las participaciones en los fideicomisos, Weintraub renuncia a la propiedad beneficiaria excepto por su interés pecuniario. La presentación fue firmada por Allison Hoffman mediante poder notarial el 27 de junio de 2025.

Phreesia 이사인 Michael Weintraub는 2025년 6월 25일에 단위당 27.61달러 가격으로 6,700 제한 주식 단위(RSU)를 받았습니다. 이 거래 이후 Weintraub의 보유 내역은 다음과 같습니다:

  • 158,229주 직접 보유
  • 30,795주 Michael Weintraub 2023 Qualified Annuity Trust를 통한 간접 보유
  • 6,703주 Weintraub Family 2017 Irrevocable Trust를 통한 간접 보유

신규 부여된 RSU는 2026년 6월 25일 또는 다음 연례 주주총회 중 빠른 시점에 완전히 베스팅됩니다. RSU는 Phreesia의 2019년 주식 옵션 및 인센티브 계획에 따라 발행되었습니다. 신탁 보유분에 대해 Weintraub는 금전적 이익을 제외한 실질 소유권을 부인합니다. 이 서류는 2025년 6월 27일 Allison Hoffman이 위임장을 통해 서명했습니다.

Le directeur de Phreesia, Michael Weintraub, a reçu 6 700 unités d’actions restreintes (RSU) le 25 juin 2025, au prix de 27,61 $ par unité. À la suite de cette opération, les avoirs de Weintraub comprennent :

  • 158 229 actions détenues directement
  • 30 795 actions détenues indirectement via le Michael Weintraub 2023 Qualified Annuity Trust
  • 6 703 actions détenues indirectement via le Weintraub Family 2017 Irrevocable Trust

Les RSU nouvellement attribuées seront entièrement acquises au plus tôt entre le 25 juin 2026 ou la prochaine assemblée générale annuelle des actionnaires. Les RSU ont été émises dans le cadre du Plan d’options sur actions et d’incitations 2019 de Phreesia. Concernant les avoirs en trust, Weintraub décline toute propriété bénéficiaire sauf pour son intérêt pécuniaire. Le dépôt a été signé par Allison Hoffman par procuration le 27 juin 2025.

Phreesia-Direktor Michael Weintraub erhielt am 25. Juni 2025 6.700 Restricted Stock Units (RSUs) zu einem Preis von 27,61 $ pro Einheit. Nach dieser Transaktion umfasst Weintraubs Beteiligungen:

  • 158.229 Aktien im Direktbesitz
  • 30.795 Aktien indirekt gehalten über den Michael Weintraub 2023 Qualified Annuity Trust
  • 6.703 Aktien indirekt gehalten über den Weintraub Family 2017 Irrevocable Trust

Die neu gewährten RSUs werden vollständig unverfallbar am früheren Zeitpunkt von 25. Juni 2026 oder der nächsten jährlichen Hauptversammlung der Aktionäre. Die RSUs wurden im Rahmen des Aktienoptions- und Anreizplans von Phreesia aus dem Jahr 2019 ausgegeben. Für die Trust-Beteiligungen weist Weintraub jegliches wirtschaftliche Eigentum mit Ausnahme seines finanziellen Interesses zurück. Die Einreichung wurde am 27. Juni 2025 von Allison Hoffman mittels Vollmacht unterzeichnet.

Positive
  • None.
Negative
  • None.

Il direttore di Phreesia, Michael Weintraub, ha ricevuto 6.700 Unità Azionarie Vincolate (RSU) il 25 giugno 2025, al prezzo di 27,61 $ per unità. Dopo questa operazione, le partecipazioni di Weintraub comprendono:

  • 158.229 azioni detenute direttamente
  • 30.795 azioni detenute indirettamente tramite il Michael Weintraub 2023 Qualified Annuity Trust
  • 6.703 azioni detenute indirettamente tramite il Weintraub Family 2017 Irrevocable Trust

Le nuove RSU concesse matureranno completamente alla prima tra il 25 giugno 2026 o la prossima assemblea annuale degli azionisti. Le RSU sono state emesse nell’ambito del Piano di Opzioni Azionarie e Incentivi 2019 di Phreesia. Per le partecipazioni in trust, Weintraub declina la titolarità beneficiaria eccetto per il suo interesse pecuniario. La dichiarazione è stata firmata da Allison Hoffman con procura il 27 giugno 2025.

El director de Phreesia, Michael Weintraub, recibió 6.700 Unidades de Acciones Restringidas (RSU) el 25 de junio de 2025, a un precio de 27,61 $ por unidad. Tras esta transacción, las participaciones de Weintraub incluyen:

  • 158.229 acciones en propiedad directa
  • 30.795 acciones en propiedad indirecta a través del Michael Weintraub 2023 Qualified Annuity Trust
  • 6.703 acciones en propiedad indirecta a través del Weintraub Family 2017 Irrevocable Trust

Las RSU recién otorgadas se consolidarán completamente al primero que ocurra entre el 25 de junio de 2026 o la próxima junta anual de accionistas. Las RSU fueron emitidas bajo el Plan de Opciones sobre Acciones e Incentivos 2019 de Phreesia. Respecto a las participaciones en los fideicomisos, Weintraub renuncia a la propiedad beneficiaria excepto por su interés pecuniario. La presentación fue firmada por Allison Hoffman mediante poder notarial el 27 de junio de 2025.

Phreesia 이사인 Michael Weintraub는 2025년 6월 25일에 단위당 27.61달러 가격으로 6,700 제한 주식 단위(RSU)를 받았습니다. 이 거래 이후 Weintraub의 보유 내역은 다음과 같습니다:

  • 158,229주 직접 보유
  • 30,795주 Michael Weintraub 2023 Qualified Annuity Trust를 통한 간접 보유
  • 6,703주 Weintraub Family 2017 Irrevocable Trust를 통한 간접 보유

신규 부여된 RSU는 2026년 6월 25일 또는 다음 연례 주주총회 중 빠른 시점에 완전히 베스팅됩니다. RSU는 Phreesia의 2019년 주식 옵션 및 인센티브 계획에 따라 발행되었습니다. 신탁 보유분에 대해 Weintraub는 금전적 이익을 제외한 실질 소유권을 부인합니다. 이 서류는 2025년 6월 27일 Allison Hoffman이 위임장을 통해 서명했습니다.

Le directeur de Phreesia, Michael Weintraub, a reçu 6 700 unités d’actions restreintes (RSU) le 25 juin 2025, au prix de 27,61 $ par unité. À la suite de cette opération, les avoirs de Weintraub comprennent :

  • 158 229 actions détenues directement
  • 30 795 actions détenues indirectement via le Michael Weintraub 2023 Qualified Annuity Trust
  • 6 703 actions détenues indirectement via le Weintraub Family 2017 Irrevocable Trust

Les RSU nouvellement attribuées seront entièrement acquises au plus tôt entre le 25 juin 2026 ou la prochaine assemblée générale annuelle des actionnaires. Les RSU ont été émises dans le cadre du Plan d’options sur actions et d’incitations 2019 de Phreesia. Concernant les avoirs en trust, Weintraub décline toute propriété bénéficiaire sauf pour son intérêt pécuniaire. Le dépôt a été signé par Allison Hoffman par procuration le 27 juin 2025.

Phreesia-Direktor Michael Weintraub erhielt am 25. Juni 2025 6.700 Restricted Stock Units (RSUs) zu einem Preis von 27,61 $ pro Einheit. Nach dieser Transaktion umfasst Weintraubs Beteiligungen:

  • 158.229 Aktien im Direktbesitz
  • 30.795 Aktien indirekt gehalten über den Michael Weintraub 2023 Qualified Annuity Trust
  • 6.703 Aktien indirekt gehalten über den Weintraub Family 2017 Irrevocable Trust

Die neu gewährten RSUs werden vollständig unverfallbar am früheren Zeitpunkt von 25. Juni 2026 oder der nächsten jährlichen Hauptversammlung der Aktionäre. Die RSUs wurden im Rahmen des Aktienoptions- und Anreizplans von Phreesia aus dem Jahr 2019 ausgegeben. Für die Trust-Beteiligungen weist Weintraub jegliches wirtschaftliche Eigentum mit Ausnahme seines finanziellen Interesses zurück. Die Einreichung wurde am 27. Juni 2025 von Allison Hoffman mittels Vollmacht unterzeichnet.

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.
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