Form 4: Phreesia CEO Sells Shares for Tax Obligations

Sentiment:

Statement of Changes in Beneficial Ownership


Phreesia CEO Chaim Indig disposed of 3,163 common shares at a weighted average price of $22.3612 to cover tax withholding obligations from restricted stock unit settlement.

Summary

  • Chaim Indig, CEO and Director of Phreesia, Inc., sold 3,163 shares of common stock.
  • The transaction occurred on October 17, 2025.
  • The shares were sold at a weighted average price of $22.3612, with individual sales ranging from $22.195 to $22.66 per share.
  • The sale was non-discretionary, executed under the company's mandatory sell-to-cover policy to satisfy tax withholding obligations related to the settlement of restricted stock units.
  • Following the transaction, Chaim Indig directly beneficially owns 1,252,608 shares and indirectly owns 255,000 shares through the Indig Dynasty Trust.

Sentiment

Score: 5

Explanation: Neutral. The transaction is a routine, non-discretionary sale to cover tax obligations, which is a common occurrence for executives receiving equity compensation and does not reflect a change in management's outlook on the company.

Future Outlook

NA

Industry Context

This routine insider transaction, a mandatory sell-to-cover for tax obligations, does not provide specific insights into broader industry trends for healthcare technology or software companies like Phreesia. Such transactions are common for executives receiving equity compensation.

Stakeholder Impact

  • Minimal direct impact on shareholders as this is a routine, non-discretionary tax-related sale by an executive, not indicative of a change in company fundamentals or management's confidence.

Key Dates

DateDescription
10/17/2025Date of earliest transaction (disposal of shares)
10/21/2025Signature date of the reporting person

Recommendation

hold

The transaction is a routine, non-discretionary sale by the CEO to cover tax obligations associated with restricted stock unit vesting. It does not signal a change in the company's fundamentals or management's confidence, therefore, it does not warrant a change in investment recommendation based solely on this filing.

Keywords

Phreesia, PHR, Chaim Indig, Insider Trading, Form 4, Stock Sale, CEO, Restricted Stock Units, Tax Withholding, Beneficial Ownership

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