Insider Trading April 13, 2026 08:13 PM

Phreesia General Counsel Disposes $116,877 in Shares as Filings Clarify Withheld Units

Allison Hoffman sold shares under a 10b5-1 plan; earlier withholdings to cover RSU taxes were not sales, while the company reports mixed signals in guidance and earnings.

By Caleb Monroe PHR
Phreesia General Counsel Disposes $116,877 in Shares as Filings Clarify Withheld Units
PHR

Allison C. Hoffman, Phreesia's general counsel and secretary, executed a sale of 14,483 shares on April 10, 2026, for $8.07 per share, generating $116,877 in proceeds. A separate April 9 transaction involved 15,161 shares at $9.15 per share that were withheld by Phreesia to satisfy tax obligations tied to restricted stock unit settlements and were not reported as a sale. After these moves, Hoffman directly holds 163,485 shares of Phreesia. The disclosures come as the stock trades near its 52-week low and following fiscal fourth-quarter results that beat estimates but were accompanied by a roughly 7% reduction to fiscal 2027 revenue guidance driven by lower advertising commitments from pharmaceutical customers.

Key Points

  • Allison C. Hoffman sold 14,483 shares on April 10, 2026, at $8.07 per share, totaling $116,877; 15,161 shares were withheld on April 9, 2026, at $9.15 per share to cover RSU-related tax obligations and were not a sale.
  • Phreesia reported fiscal Q4 2026 revenue of $127.1 million and adjusted EBITDA of $29.4 million, both modestly above Street estimates, but issued a roughly 7% reduction to fiscal 2027 revenue guidance tied to lower pharmaceutical advertising commitments.
  • Analyst responses vary, with price targets ranging from $14 to $28 and ratings from Market Perform to Overweight, reflecting divergent views on the stock after the earnings and guidance update.

Summary

Phreesia, Inc. insider filings show Allison C. Hoffman, the company's general counsel and secretary, sold 14,483 shares of common stock on April 10, 2026, at $8.07 per share, producing $116,877 in gross proceeds. The filings also record a separate disposition on April 9, 2026, of 15,161 shares at $9.15 per share valued at $138,723; according to the Form 4 footnotes, those April 9 shares were withheld by Phreesia to meet tax obligations tied to the settlement of restricted stock units and did not constitute a sale by Hoffman.

Transaction details and holdings

The April 10 sale was carried out under a pre-established Rule 10b5-1 trading plan that Hoffman adopted on December 19, 2025. Following the April transactions and the withholding described in the filings, Hoffman is reported to directly own 163,485 shares of Phreesia common stock.

Share price context

These insider disclosures arrive while Phreesia shares are trading close to the company's 52-week low of $7.77 and have fallen more than 62% over the past six months. Market commentary cited in the filings references InvestingPro analysis indicating the stock may be undervalued at current levels, with the platform's Fair Value metric implying upside potential. The same analysis is noted to provide 16 additional recommendations for PHR, including commentary on the company's expected profitability growth this year.

Recent company results and outlook changes

Phreesia reported fiscal fourth-quarter 2026 revenue of $127.1 million, narrowly surpassing the consensus Street estimate of $126.6 million. Adjusted EBITDA for the quarter was $29.4 million, also ahead of the consensus figure of $28.1 million. Despite those beats, management reduced its fiscal 2027 revenue outlook by approximately 7%; the company attributes that revision to lower advertising spend commitments from pharmaceutical clients, which has a direct effect on its Network Solutions segment.

Analyst reactions

Following the earnings and guidance revision, brokerage reactions were mixed. Raymond James trimmed its price target to $16 while retaining an Outperform rating. BMO Capital lowered its target to $14 and also kept an Outperform rating. Citizens moved to downgrade the stock to Market Perform from Market Outperform. DA Davidson reduced its price target to $14 but maintained a Buy rating. In contrast, KeyBanc reiterated an Overweight rating with a $28 price target. These varied stances show a range of views among analysts in response to the company's recent disclosure and guidance change.

What the filings state

The Form 4 footnotes clarify that the April 9 disposition of 15,161 shares was a withholding by Phreesia to cover tax liabilities arising from the settlement of restricted stock units; that action did not represent a voluntary sale by Hoffman. The sale recorded on April 10 was executed through the previously adopted Rule 10b5-1 plan.

Context limitations

The filings provide the transaction records and the company's reported financials and guidance change. They do not elaborate on any further motives behind the trading plan or the timing of the reports beyond what is disclosed in the Form 4 and the company's earnings release.


Disclosure:

Risks

  • Reduced fiscal 2027 revenue outlook of approximately 7% due to lower advertising commitments from pharmaceutical clients, impacting Phreesia's Network Solutions segment and revenue visibility - affects healthcare marketing and software services sectors.
  • Shares trading near a 52-week low of $7.77 and down over 62% in the past six months, signaling significant recent price weakness that can increase volatility for equity investors - affects equity markets and investor sentiment toward healthcare tech stocks.
  • Divergent analyst price targets and rating changes create uncertainty about consensus valuation and near-term outlook, which may complicate decision-making for institutional and retail investors - impacts capital markets and sell-side research interpretation.

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