Michael Weintraub - 31 Jan 2024 Form 5 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: 31 Jan 2024
Net transactions value: $0
Form type: 5
Filing time: 08 Mar 2024, 16:12:49 UTC
Previous filing: 30 Jun 2023
Next filing: 28 Mar 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	Gift	$0	-144,845	-83%	$0.000000	28,989	10 May 2023	Direct	F1
transaction	PHR	Common Stock	Gift	$0	-6,703	-19%	$0.000000	28,989	10 May 2023	Direct	F2
holding	PHR	Common Stock						144,845	31 Jan 2024	Michael Weintraub 2023 Qualified Annuity Trust	F1
holding	PHR	Common Stock						6,703	31 Jan 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.

Content

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.

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.