Michael Weintraub - Jan 31, 2024 Form 5 Insider Report for Phreesia, Inc. (PHR)

Role
Director
Signature
/s/ Allison Hoffman by Power of Attorney for Michael Weintraub
Stock symbol
PHR
Transactions as of
Jan 31, 2024
Transactions value $
$0
Form type
5
Date filed
3/8/2024, 04:12 PM
Previous filing
Jun 30, 2023
Next filing
Jun 28, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction PHR Common Stock Gift $0 -145K -83.32% $0.00 29K May 10, 2023 Direct F1
transaction PHR Common Stock Gift $0 -6.7K -18.78% $0.00 29K May 10, 2023 Direct F2
holding PHR Common Stock 145K Jan 31, 2024 Michael Weintraub 2023 Qualified Annuity Trust F1
holding PHR Common Stock 6.7K Jan 31, 2024 Weintraub Family 2017 Irrevocable Trust F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 On May 10, 2023, the Reporting Person transferred 144,845 shares of Phreesia, Inc. common stock to a grantor retained annuity trust (the "GRAT") of which the Reporting Person is the trustee. Members of the Reporting Person's immediate family are the sole beneficiaries of the Weintraub Family 2017 Irrevocable Trust, which is the beneficiary of the GRAT. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, if any.
F2 On May 10, 2023, the Reporting Person transferred 6,703 shares of Phreesia, Inc. common stock to an irrevocable trust. Members of the Reporting Person's immediate family are the sole beneficiaries of such trust. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, if any.