STOCK TITAN

Phreesia (PHR) accounting officer sells 1,371 shares in planned trade

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

Rhea-AI Filing Summary

Phreesia, Inc. principal accounting officer Yvonne Hui reported an open-market sale of 1,371 shares of Common Stock on July 6, 2026 at an average price of $10.84 per share. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan adopted on January 15, 2026, indicating it was scheduled in advance rather than timed discretionarily.

Following this sale, Hui directly owns 23,908 shares of Phreesia common stock. The filing shows a single net-sell transaction with no derivative exercises or tax-related share withholdings, suggesting a relatively small, routine disposition compared with her remaining equity position.

Positive

  • None.

Negative

  • None.

Insights

Small, pre-planned insider sale with substantial holdings retained.

Phreesia’s principal accounting officer sold 1,371 common shares at $10.84 in an open-market transaction coded as a sale. The explicit reference to a Rule 10b5-1 trading plan adopted on January 15, 2026 means the trade was pre-scheduled rather than opportunistic.

After the sale, she holds 23,908 shares, so the disposition represents a modest fraction of her visible stake. With no option exercises, tax withholdings, or derivative positions reported, this appears to be a straightforward, routine liquidity event rather than a significant change in insider alignment.

Insider Hui Yvonne
Role Principal Accounting Officer
Sold 1,371 shs ($15K)
Type Security Shares Price Value
Sale Common Stock 1,371 $10.84 $15K
Holdings After Transaction: Common Stock — 23,908 shares (Direct, null)
Footnotes (1)
  1. [object Object]
Shares sold 1,371 shares Open-market sale on July 6, 2026
Sale price $10.84 per share Average sale price for common stock
Shares owned after 23,908 shares Direct holdings following transaction
Net shares sold 1,371 shares Net-sell direction per transaction summary
Trading plan adoption date January 15, 2026 Rule 10b5-1 plan effective for this sale
Rule 10b5-1 trading plan regulatory
"This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person"
A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.
open-market sale financial
"transaction_action": "open-market sale""
An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.
Common Stock financial
""security_title": "Common Stock""
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
Form 4 regulatory
"INSIDER FILING DATA (Form 4):"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates

FAQ

What insider transaction did Phreesia (PHR) report for Yvonne Hui?

Phreesia reported that principal accounting officer Yvonne Hui sold 1,371 shares of Common Stock in an open-market transaction. The shares were sold at an average price of $10.84 each, and the trade was executed under a pre-arranged Rule 10b5-1 trading plan.

At what price were the Phreesia (PHR) shares sold in this Form 4?

The reported shares were sold at an average price of $10.84 per share. This price reflects an open-market sale of 1,371 shares of Phreesia Common Stock by the principal accounting officer, as disclosed in the Form 4 insider trading report.

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

After the reported transaction, Yvonne Hui directly holds 23,908 shares of Phreesia Common Stock. This post-transaction balance shows she retains a substantial equity position despite the relatively small open-market sale of 1,371 shares disclosed in the filing.

Was the Phreesia (PHR) insider sale made under a Rule 10b5-1 plan?

Yes. The filing states the sale was effected pursuant to a Rule 10b5-1 trading plan adopted on January 15, 2026. Such plans schedule trades in advance, helping separate routine liquidity transactions from discretionary market-timing decisions by insiders.

Does the Phreesia (PHR) Form 4 include any option exercises or derivative trades?

No. The Form 4 shows a single non-derivative open-market sale of Common Stock and a derivative summary with no remaining option or warrant positions. There are no reported option exercises, tax-withholding entries, or other derivative transactions in this particular filing.
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).
X
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)
07/06/2026
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 Stock07/06/2026S(1)1,371D$10.8423,908D
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. This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 15, 2026.
/s/ Allison Hoffman as Attorney-in-Fact for Yvonne Hui07/07/2026
** 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)