Phreesia president has 4,476 shares withheld

Phreesia executive Evan Roberts had shares withheld to cover taxes on vested stock units, with no open-market sale involved.

Rhea-AI Filing Summary

Phreesia, Inc. (PHR) reported that Evan Roberts, President, Provider Solutions, had 4,476 shares of common stock withheld on September 18, 2026 to satisfy tax withholding obligations related to the settlement of restricted stock units. This withholding did not involve an open-market sale, and Roberts held 1,038,138 shares directly after the transaction. No Rule 10b5-1 trading plan is reported for this withholding event.

Insider Trade Summary

Tax Withholding: 4,476 shares

Tax Withholding 1 txn

Insider Roberts Evan

Role President, Provider Solutions

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock F1	4,476	$10.42	$47K

Holdings After Transaction: Common Stock — 1,038,138 shares (Direct)

Footnotes (1)

1. F1. 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.

Key Figures

Shares withheld for tax: 4,476 shares Per-share value for withholding: $10.42 per share Shares held after transaction: 1,038,138 shares +1 more

4 metrics

Shares withheld for tax 4,476 shares Shares of Phreesia common stock withheld on September 18, 2026 to satisfy tax obligations on restricted stock units

Per-share value for withholding $10.42 per share Valuation used for the 4,476 shares withheld to cover tax withholding obligations

Shares held after transaction 1,038,138 shares Direct holdings of Evan Roberts in Phreesia common stock following the September 18, 2026 withholding

Number of tax-withholding events reported 1 transaction Single share-withholding event reported for Evan Roberts on the Form 4

Key Terms

restricted stock units, tax withholding obligations

2 terms

restricted stock units financial

"in connection with the settlement of restricted stock units and does not"

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

"shares withheld by the Issuer to satisfy tax withholding obligations in"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did Phreesia (PHR) disclose for Evan Roberts?

Phreesia disclosed that on September 18, 2026, Evan Roberts had 4,476 shares of common stock withheld to satisfy tax withholding obligations arising from the settlement of restricted stock units. The filing states this withholding does not represent a sale by Roberts.

Was the Phreesia (PHR) insider transaction an open-market sale?

No. The filing states the 4,476 shares were withheld by Phreesia to satisfy tax withholding obligations in connection with restricted stock units and explicitly notes the event does not represent a sale by Evan Roberts in the market.

How many Phreesia (PHR) shares did Evan Roberts hold after the withholding?

After the September 18, 2026 withholding, Evan Roberts directly held 1,038,138 shares of Phreesia common stock. This figure reflects his position following the tax-related share withholding tied to restricted stock unit settlement.

At what price were the Phreesia (PHR) shares valued for the tax withholding?

The 4,476 shares withheld for taxes were valued at $10.42 per share. This price was used to calculate the value of shares withheld to satisfy Evan Roberts’ tax withholding obligations related to restricted stock units.

Was a Rule 10b5-1 trading plan involved in this Phreesia (PHR) insider event?

No. The Form 4 indicates that no Rule 10b5-1 trading plan applies to this transaction. The share withholding is described as being solely to meet tax withholding obligations from restricted stock unit settlement.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 09/22/2026 - 04:29 PM Accepted by SEC EDGAR 09/22/2026 - 04:29 PM Learn about SEC filing dates

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^*

Roberts Evan

(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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	President, Provider Solutions

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
09/18/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
			Code	V	Amount	(A) or (D)	Price
Common Stock	09/18/2026		F		4,476(1)	D	$10.42	1,038,138	D

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. 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.

	/s/ Allison Hoffman by Power of Attorney for Evan Roberts	09/22/2026
	** 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.
* Form 4: SEC 1474 (03-26)