Form 4: Phreesia Officer Sells Shares for Tax, Trading Plan

Sentiment:

Insider Transaction Report


Phreesia's Principal Accounting Officer, Yvonne Hui, sold shares to cover tax obligations and under a pre-arranged trading plan.

Summary

  • Yvonne Hui, Principal Accounting Officer of Phreesia, Inc. (PHR), reported two sales of common stock.
  • On January 14, 2026, 365 shares were sold at a weighted average price of $16.3589 per share. These shares were disposed of in non-discretionary transactions pursuant to the Issuer's mandatory sell-to-cover policy to cover the holder's tax withholding obligations in connection with the settlement of an award of restricted stock units. The sales occurred in multiple transactions at prices ranging from $16.25 to $16.495 per share.
  • On January 15, 2026, an additional 379 shares were sold at $16.17 per share. This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 16, 2025.
  • Following these transactions, Yvonne Hui directly beneficially owns 29,166 shares of Phreesia, Inc. common stock.

Sentiment

Score: 5

Explanation: The filing reports routine insider stock sales for tax obligations and a pre-arranged trading plan, which are common and generally not indicative of significant positive or negative sentiment regarding the company's performance or outlook.

Positives

  • The sales were for routine purposes (tax withholding and a pre-arranged 10b5-1 plan), indicating no discretionary selling based on new negative information.

Negatives

  • Officer selling shares reduces their direct ownership in the company.

Risks

  • While these sales are routine, a pattern of significant insider selling could potentially be interpreted negatively by the market, though this filing alone does not suggest such a pattern.

Future Outlook

This filing does not contain any forward-looking statements or guidance.

Industry Context

This insider transaction report is a routine disclosure required by the SEC and does not provide specific insights into broader industry trends or competitive landscape.

Stakeholder Impact

  • Shareholders: Minor impact as these are routine, non-discretionary sales by an officer, unlikely to signal significant changes in company prospects.

Key Dates

DateDescription
09/16/2025Reporting Person adopted a Rule 10b5-1 trading plan.
01/14/2026Sale of 365 shares of Common Stock for tax withholding obligations.
01/15/2026Sale of 379 shares of Common Stock pursuant to a Rule 10b5-1 trading plan.
01/16/2026Date of filing signature.

Keywords

Phreesia, PHR, Form 4, Insider Transaction, Stock Sale, Yvonne Hui, Principal Accounting Officer, 10b5-1 Plan, Restricted Stock Units, Tax Withholding

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