Phreesia (NYSE: PHR) officer sells 1,247 shares in 10b5-1 plan
Rhea-AI Filing Summary
Phreesia, Inc. Principal Accounting Officer Yvonne Hui reported two transactions in Common Stock. On July 15, 2026, 937 shares were withheld by the company at $10.76 per share to satisfy tax withholding obligations on the settlement of restricted stock units, and this did not represent a sale. On July 16, 2026, she sold 1,247 shares at $10.92 per share in an open-market or private transaction pursuant to a Rule 10b5-1 trading plan adopted on January 15, 2026, leaving 21,724 shares held directly.
Positive
- None.
Negative
- None.
Insider Trade Summary 10b5-1
Net Seller: 1,247 shares ($13,617)
Net Sell
2 txns
Insider
Hui Yvonne
Role
Principal Accounting Officer
Sold
1,247 shs ($14K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock | 1,247 | $10.92 | $14K |
| Tax Withholding | Common Stock | 937 | $10.76 | $10K |
Holdings After Transaction:
Common Stock — 21,724 shares (Direct)
Footnotes (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. This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 15, 2026.
Key Figures
Shares sold: 1,247 shares
Sale price per share: $10.92
Shares withheld for taxes: 937 shares
+2 more
5 metrics
Shares sold
1,247 shares
Common Stock sale on July 16, 2026 at $10.92 per share
Sale price per share
$10.92
Price for 1,247-share Common Stock sale on July 16, 2026
Shares withheld for taxes
937 shares
Tax withholding related to RSU settlement on July 15, 2026 at $10.76 per share
Tax withholding price per share
$10.76
Value used for 937 shares withheld to cover tax obligations
Shares owned after sale
21,724 shares
Directly held Common Stock following July 16, 2026 sale
Key Terms
Rule 10b5-1 trading plan, restricted stock units, tax withholding obligations, Principal Accounting Officer
4 terms
Rule 10b5-1 trading plan regulatory
"This transaction was effected pursuant to a Rule 10b5-1 trading plan"
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.
restricted stock units financial
"in connection with the settlement of restricted stock units"
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
"to satisfy tax withholding obligations in connection with the settlement"
Principal Accounting Officer financial
"Hui serves as the company’s Principal Accounting Officer"
The Principal Accounting Officer is the person responsible for making sure a company's financial records are accurate and follow the rules. They play a key role in preparing financial reports that show how well the company is doing. This helps investors, managers, and regulators trust the company's financial information.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider stock transactions did Phreesia (PHR) report for Yvonne Hui?
Phreesia reported that Yvonne Hui, its Principal Accounting Officer, had 937 shares withheld for taxes on July 15, 2026, and separately sold 1,247 shares of Common Stock on July 16, 2026, under a Rule 10b5-1 trading plan.
Is Yvonne Hui’s Phreesia (PHR) stock sale covered by a Rule 10b5-1 plan?
Yes. The July 16, 2026 sale of 1,247 shares was effected under a Rule 10b5-1 trading plan adopted on January 15, 2026, indicating the trade was pre-arranged according to preset instructions rather than discretionary timing.