Mark Douglas Smith - 02 Jul 2025 Form 4 Insider Report for Phreesia, Inc. (PHR)

Reporting relationship: Director
Issuer ticker: PHR
Reported as of: 02 Jul 2025
Net transaction value: -$170,030
SEC form: 4
Accepted by SEC: 03 Jul 2025, 19:34:23 UTC
Prior SEC filing: 27 Jun 2025
Next SEC filing: 11 Aug 2025
Source filing: View source filing
Reporting owner signature: /s/ Alexis Lyons by Power of Attorney for Mark Smith

Key filing fact

Mark Douglas Smith filed Form 4 for Phreesia, Inc. (PHR) on 03 Jul 2025.

Key facts

This page summarizes Mark Douglas Smith's Form 4 filing for Phreesia, Inc. (PHR).
3 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 03 Jul 2025, 19:34.

Change

Previous filing in this sequence was filed on 27 Jun 2025.
Current net transaction value: -$170,030.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001756253 Primary reporting owner

Smith Mark Douglas

Relationship: Director
Address: C/O PHREESIA, INC., 1521 CONCORD PIKE, SUITE 301 PMB 221, WILMINGTON
Signature: /s/ Alexis Lyons by Power of Attorney for Mark Smith
Signature date: 03 Jul 2025

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

PHR transaction

Common Stock

Options Exercise

Transaction value: $32,970
Shares: +7,000
Change %: +19%
Price: $4.71
Shares after: 44,353
Date: 02 Jul 2025
Ownership: Direct
Footnotes: F1

PHR transaction

Common Stock

Sale

Transaction value: $203,000
Shares: -7,000
Change %: -16%
Price: $29.00
Shares after: 37,353
Date: 02 Jul 2025
Ownership: Direct
Footnotes: F1

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

PHR transaction Derivative

Stock Option

Options Exercise

Transaction value: $0
Shares: -7,000
Change %: -12%
Price: $0.000000
Shares after: 51,193
Date: 02 Jul 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 7,000
Exercise price: $4.71
Footnotes: F1, F2

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Rule 10b5-1 trading plan

These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.

Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).

Explanation of responses 2 footnotes

Footnote F1

This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on January 10, 2025.

Footnote F2

This option is fully vested and exercisable as of the date hereof.