Chaim Indig - 27 Aug 2025 Form 4 Insider Report for Phreesia, Inc. (PHR)

Role
Chief Executive Officer, Director
Signature
/s/ Allison Hoffman by Power of Attorney for Chaim Indig
Issuer symbol
PHR
Transactions as of
27 Aug 2025
Net transactions value
-$2,480,662
Form type
4
Filing time
29 Aug 2025, 16:12:39 UTC
Previous filing
21 Jul 2025
Next filing
15 Sep 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Indig Chaim Chief Executive Officer, Director C/O PHREESIA, 1521 CONCORD PIKE, SUITE 301 PMB 221, WILMINGTON /s/ Allison Hoffman by Power of Attorney for Chaim Indig 29 Aug 2025 0001776732

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction PHR Common Stock Options Exercise $103,008 +21,870 +1.7% $4.71 1,273,273 27 Aug 2025 Direct F1
transaction PHR Common Stock Options Exercise $565,127 +70,377 +5.5% $8.03 1,343,650 27 Aug 2025 Direct F1
transaction PHR Common Stock Sale $2,953,435 -92,247 -6.9% $32.02 1,251,403 27 Aug 2025 Direct F1, F2
transaction PHR Common Stock Sale $251,476 -7,746 -0.62% $32.47 1,251,403 28 Aug 2025 Direct F1, F3
transaction PHR Common Stock Options Exercise $47,481 +5,913 +0.47% $8.03 1,259,149 28 Aug 2025 Direct F1
transaction PHR Common Stock Options Exercise $8,633 +1,833 +0.15% $4.71 1,253,236 28 Aug 2025 Direct F1
holding PHR Common Stock 255,000 27 Aug 2025 Indig Dynasty Trust F4

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 Options (Right to Buy) Options Exercise $0 -70,377 -15% $0.000000 395,432 27 Aug 2025 Common Stock 70,377 $8.03 Direct F1, F5
transaction PHR Stock Option (Right to Buy) Options Exercise $0 -21,870 -92% $0.000000 1,833 27 Aug 2025 Common Stock 21,870 $4.71 Direct F1, F5
transaction PHR Stock Options (Right to Buy) Options Exercise $0 -5,913 -1.5% $0.000000 389,519 28 Aug 2025 Common Stock 5,913 $8.03 Direct F1, F5
transaction PHR Stock Option (Right to Buy) Options Exercise $0 -1,833 -100% $0.000000 0 28 Aug 2025 Common Stock 1,833 $4.71 Direct F1, F5
* 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 April 19, 2024.
F2 The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.00 to $32.12 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 $32.00 to $32.74 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 These shares are held by a family trust of which the reporting person's sister-in-law is the investment advisor and distribution advisor. Members of the reporting person's immediate family are the sole beneficiaries of such trust.
F5 This option is fully vested and exercisable as of the date hereof.