0001127602-24-019422.txt : 20240628 0001127602-24-019422.hdr.sgml : 20240628 20240628172007 ACCESSION NUMBER: 0001127602-24-019422 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240626 FILED AS OF DATE: 20240628 DATE AS OF CHANGE: 20240628 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Weintraub Michael CENTRAL INDEX KEY: 0001776800 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-38977 FILM NUMBER: 241086947 MAIL ADDRESS: STREET 1: C/O PHREESIA, INC. STREET 2: 432 PARK AVENUE S., 12TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10016 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: Phreesia, Inc. CENTRAL INDEX KEY: 0001412408 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-BUSINESS SERVICES, NEC [7389] ORGANIZATION NAME: 07 Trade & Services IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 0131 BUSINESS ADDRESS: STREET 1: 1521 CONCORD PIKE STREET 2: SUITE 301 PMB 221 CITY: WILMINGTON STATE: DE ZIP: 19803 BUSINESS PHONE: 888-654-7473 MAIL ADDRESS: STREET 1: 1521 CONCORD PIKE STREET 2: SUITE 301 PMB 221 CITY: WILMINGTON STATE: DE ZIP: 19803 FORMER COMPANY: FORMER CONFORMED NAME: Phreesia Inc DATE OF NAME CHANGE: 20070914 4 1 form4.xml PRIMARY DOCUMENT X0508 4 2024-06-26 0001412408 Phreesia, Inc. PHR 0001776800 Weintraub Michael C/O PHREESIA, INC. 1521 CONCORD PIKE, SUITE 301 PMB 221 WILMINGTON DE 19803 1 0 Common Stock 2024-06-26 4 A 0 8490 0 A 189027 D Common Stock 144845 I Michael Weintraub 2023 Qualified Annuity Trust Common Stock 6703 I Weintraub Family 2017 Irrevocable Trust The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) June 26, 2025, and (ii) the next annual meeting of the Issuer's stockholders. 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. /s/ Allison Hoffman by Power of Attorney for Michael Weintraub 2024-06-28