STOCK TITAN

Phreesia (NYSE: PHR) officer sells 1,247 shares in 10b5-1 plan

(Neutral)
(Negative)
Form Type
4

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 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)
  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.
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
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.

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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.

How many Phreesia (PHR) shares did Yvonne Hui sell and at what price?

Yvonne Hui sold 1,247 shares of Phreesia Common Stock at $10.92 per share on July 16, 2026. The transaction was described as a sale in an open-market or private transaction pursuant to a pre-established 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.

How many Phreesia (PHR) shares does Yvonne Hui hold after these transactions?

After the July 16, 2026 sale, Yvonne Hui directly holds 21,724 shares of Phreesia Common Stock. This figure reflects her position following both the tax withholding event and the separate market sale reported in the Form 4.
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)
07/15/2026
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 Stock07/15/2026F937(1)D$10.7622,971D
Common Stock07/16/2026S(2)1,247D$10.9221,724D
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. 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.
2. 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 Hui07/17/2026
** 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)