Form 4: Phreesia SVP Sells Shares for Tax Obligations
Insider Transaction Report
Phreesia's SVP of Human Resources, Amy Beth VanDuyn, sold 1,762 shares of common stock on September 16, 2025, to cover tax withholding obligations from restricted stock unit settlement.
Summary
- Amy Beth VanDuyn, SVP of Human Resources at Phreesia, Inc. (PHR), reported a disposition of common stock.
- On September 16, 2025, VanDuyn sold 1,762 shares of Phreesia common stock.
- The shares were sold in non-discretionary transactions to cover tax withholding obligations associated with the settlement of restricted stock units.
- The weighted average sale price for the shares was $23.2844, with individual transactions ranging from $22.83 to $23.69 per share.
- Following this transaction, Amy Beth VanDuyn beneficially owns 112,479 shares of Phreesia common stock.
- The transaction was executed pursuant to a Rule 10b5-1(c) plan.
Sentiment
Score: 5
Explanation: The filing reports a routine, non-discretionary 'sell-to-cover' transaction by an executive to satisfy tax obligations upon RSU vesting, which is a neutral event for the company's operational performance or future prospects.
Positives
- The transaction indicates the vesting of restricted stock units, which is a form of executive compensation and retention.
Negatives
- No direct negatives for the company's operational performance or future outlook are indicated by this routine, non-discretionary transaction.
Risks
- NA
Future Outlook
NA
Industry Context
NA
Comparison to Industry Standards
- NA
Management Changes
| Role | Previous Person | New Person | Effective Date | Reason |
|---|---|---|---|---|
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
Legal Proceedings
- NA
Related Party Transactions
- NA
Stakeholder Impact
- Shareholders: Minimal direct impact as this is a routine tax-related sale, not a discretionary divestment based on new information.
- Employees: The vesting of restricted stock units is a positive for the executive, reflecting compensation and retention.
Next Steps
- NA
Key Dates
| Date | Description |
|---|---|
| 09/16/2025 | Date of transaction (sale of common stock) |
| 09/18/2025 | Signature date of the reporting person's power of attorney |
Recommendation
holdThe Form 4 filing details a routine, non-discretionary 'sell-to-cover' transaction by a company executive to satisfy tax obligations upon the vesting of restricted stock units. This is a standard compensation event and does not reflect a change in the executive's view of the company's prospects or any new material information. As such, it provides no new fundamental information to warrant a change in investment recommendation, suggesting a 'hold' position is appropriate based solely on this filing.
Keywords
Phreesia, PHR, insider transaction, Form 4, stock sale, RSU, restricted stock units, tax withholding, executive compensation, Amy Beth VanDuyn
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