Phreesia's top three insider shareholders as of June 18, 2026 are Fire Capital Se Pale (TenPercentOwner, 8.92Mn shares), Chaim Indig (Chief Executive Officer, 1.36Mn shares), Evan Roberts (President, Provider Solutions, 842.50K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Edward L Cahill | - | 64,528 | 0 | 02 Feb, 2026 |
| Lainie Goldstein | - | 50,110 | 0 | 02 Feb, 2026 |
| Allison C Hoffman | General Counsel Secretary | 163,485 | 0 | 25 Mar, 2026 |
| Cheryl Pegus | - | 15,825 | 0 | 12 Jul, 2021 |
| Gillian Munson | - | 45,729 | 0 | 02 Feb, 2026 |
| Jon Kessler | - | 24,594 | 0 | 08 Apr, 2026 |
| Janet Gunzburg | Principal Accounting Officer | 34,820 | 0 | 24 Jun, 2024 |
| Mark Douglas Smith | - | 37,353 | 0 | 03 Jul, 2025 |
| Evan Roberts | President, Provider Solutions | 842,501 | 0 | 13 Apr, 2026 |
| David Linetsky | President, Network Solutions | 224,056 | 0 | 13 Apr, 2026 |
| Chaim Indig | Chief Executive Officer | 1,361,535 | 0 | 20 Jan, 2026 |
| Michael Weintraub | - | 165,116 | 0 | 27 Aug, 2025 |
| Amy Beth Vanduyn | Svp, Human Resources | 178,100 | 0 | 08 Apr, 2026 |
| Michael J. Davidoff | Svp, Payer Business | 73,391 | 0 | 18 Jan, 2024 |
| Randy Rasmussen | Chief Financial Officer | 145,594 | 0 | 06 Feb, 2023 |
| Lisa Egbuonu-Davis | - | 21,572 | 0 | 17 Jul, 2025 |
| Fire Capital Se Pale | - | 0 | 8,924,329 | 02 Apr, 2026 |
| Balaji Gandhi | Chief Financial Officer | 156,931 | 0 | 13 Apr, 2026 |
| Yvonne Hui | Principal Accounting Officer | 25,991 | 0 | 17 Apr, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 16 Apr, 2026 | David Linetsky | Common Stock | D | 229 | $9.17 | 12,134 | I | F |
| 15 Apr, 2026 | Yvonne Hui | Common Stock | D | 314 | $8.56 | 37,050 | D | F |
| 16 Apr, 2026 | Yvonne Hui | Common Stock | D | 996 | $9.17 | 36,054 | D | F |
| 16 Apr, 2026 | Yvonne Hui | Common Stock | D | 10,063 | $9.08 | 25,991 | D | S |
| 09 Apr, 2026 | Evan Roberts | Common Stock | D | 19,626 | $9.15 | 842,501 | D | F |
| 09 Apr, 2026 | Balaji Gandhi | Common Stock | D | 25,382 | $9.15 | 156,931 | D | F |
| 09 Apr, 2026 | Evan Roberts | Common Stock | D | 19,626 | $9.15 | 842,501 | D | F |
| 09 Apr, 2026 | David Linetsky | Common Stock | D | 9,454 | $9.15 | 232,388 | D | F |
| 09 Apr, 2026 | Evan Roberts | Common Stock | D | 19,626 | $9.15 | 842,501 | D | F |
| 09 Apr, 2026 | David Linetsky | Common Stock | D | 914 | $9.15 | 12,363 | I | F |
| 10 Apr, 2026 | David Linetsky | Common Stock | D | 8,332 | $8.07 | 224,056 | D | S |
| 06 Apr, 2026 | Jon Kessler | Common Stock | A | 4,376 | $0.00 | 4,376 | D | A |
| 06 Apr, 2026 | Evan Roberts | Common Stock | A | 35,573 | - | 862,127 | D | A |
| 06 Apr, 2026 | Evan Roberts | Common Stock | A | 35,573 | - | 862,127 | D | A |
| 06 Apr, 2026 | Jon Kessler | Common Stock | A | 4,376 | $0.00 | 4,376 | D | A |
| 06 Apr, 2026 | Evan Roberts | Common Stock | A | 35,573 | - | 862,127 | D | A |
| 06 Apr, 2026 | Jon Kessler | Common Stock | A | 4,376 | $0.00 | 4,376 | D | A |
| 06 Apr, 2026 | Jon Kessler | Common Stock | A | 4,376 | $0.00 | 4,376 | D | A |
| 06 Apr, 2026 | Balaji Gandhi | Common Stock | A | 35,573 | - | 182,313 | D | A |
| 06 Apr, 2026 | Evan Roberts | Common Stock | A | 35,573 | - | 862,127 | D | A |