Michael Weintraub - 13 Dec 2024 Form 4 Insider Report for Phreesia, Inc. (PHR)

Role
Director
Signature
/s/ Allison Hoffman by Power of Attorney for Michael Weintraub
Issuer symbol
PHR
Transactions as of
13 Dec 2024
Net transactions value
-$435,874
Form type
4
Filing time
17 Dec 2024, 17:14:00 UTC
Previous filing
13 Dec 2024
Next filing
11 Jun 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction PHR Common Stock Options Exercise $96,861 +20,565 +8.5% $4.71 263,392 13 Dec 2024 Direct F1
transaction PHR Common Stock Sale $515,038 -20,565 -7.8% $25.04 242,827 13 Dec 2024 Direct F1, F2
transaction PHR Common Stock Options Exercise $4,055 +861 +0.35% $4.71 243,688 16 Dec 2024 Direct F1
transaction PHR Common Stock Sale $21,752 -861 -0.35% $25.26 242,827 16 Dec 2024 Direct F1, F3
holding PHR Common Stock 91,045 13 Dec 2024 Michael Weintraub 2023 Qualified Annuity Trust F4
holding PHR Common Stock 6,703 13 Dec 2024 Weintraub Family 2017 Irrevocable Trust F5

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction PHR Stock Option (Right to Buy) Options Exercise $0 -20,565 -54% $0.000000 17,748 13 Dec 2024 Common Stock 20,565 $4.71 Direct F1, F6
transaction PHR Stock Option (Right to Buy) Options Exercise $0 -861 -4.9% $0.000000 16,887 16 Dec 2024 Common Stock 861 $4.71 Direct F1, F6
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

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).

Explanation of Responses:

Id Content
F1 This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 6, 2024.
F2 The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.00 to $25.38 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F3 The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.00 to $25.64 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F4 Michael Weintraub 2023 Qualified Annuity Trust (the "GRAT") is a grantor retained annuity trust of which the Reporting Person is the trustee and of which the Weintraub Family 2017 Irrevocable Trust is the beneficiary. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, if any.
F5 Members of the Reporting Person's immediate family are the sole beneficiaries of the Weintraub Family 2017 Irrevocable Trust. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, if any.
F6 This option is fully vested and exercisable as of the date hereof.