PHR's three largest insider shareholders as of September 29, 2026 are Fire Capital Se Pale (TenPercentOwner, 8.92Mn shares), Chaim Indig (Chief Executive Officer, 1.89Mn shares), Evan Roberts (President, Provider Solutions, 1.04Mn shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Fire Capital Se Pale | TenPercentOwner | 0 | 8,924,329 | 8,924,329 | 63.5% | 02 Apr, 2026 |
| 2 | Chaim Indig | Chief Executive Officer | 1,889,595 | 0 | 1,889,595 | 13.5% | 03 Sep, 2026 |
| 3 | Evan Roberts | President, Provider Solutions | 1,038,138 | 0 | 1,038,138 | 7.4% | 22 Sep, 2026 |
| 4 | David Linetsky | President, Network Solutions | 419,694 | 22,267 | 441,961 | 3.1% | 22 Sep, 2026 |
| 5 | Balaji Gandhi | Chief Financial Officer | 348,931 | 0 | 348,931 | 2.5% | 03 Sep, 2026 |
| 6 | Allison C Hoffman | General Counsel Secretary | 266,574 | 0 | 266,574 | 1.9% | 22 Sep, 2026 |
| 7 | Amy Beth Vanduyn | Svp, Human Resources | 260,521 | 0 | 260,521 | 1.9% | 22 Sep, 2026 |
| 8 | Michael Weintraub | Director | 165,116 | 0 | 165,116 | 1.2% | 27 Aug, 2025 |
| 9 | Randy Rasmussen | Chief Financial Officer | 145,594 | 0 | 145,594 | 1.0% | 06 Feb, 2023 |
| 10 | Michael J. Davidoff | Svp, Payer Business | 73,391 | 0 | 73,391 | 0.5% | 18 Jan, 2024 |
| 11 | Lainie Goldstein | Director | 70,862 | 0 | 70,862 | 0.5% | 03 Aug, 2026 |
| 12 | Gillian Munson | Director | 66,789 | 0 | 66,789 | 0.5% | 03 Aug, 2026 |
| 13 | Edward L Cahill | Director | 65,613 | 0 | 65,613 | 0.5% | 04 May, 2026 |
| 14 | Yvonne Hui | Principal Accounting Officer | 64,724 | 0 | 64,724 | 0.5% | 03 Sep, 2026 |
| 15 | Mark Douglas Smith | Director | 56,643 | 0 | 56,643 | 0.4% | 26 Jun, 2026 |
| 16 | Ramin Sayar | Director | 52,725 | 0 | 52,725 | 0.4% | 26 Jun, 2026 |
| 17 | Jon Kessler | Director | 43,884 | 0 | 43,884 | 0.3% | 26 Jun, 2026 |
| 18 | Lisa Egbuonu-Davis | Director | 37,780 | 0 | 37,780 | 0.3% | 16 Jul, 2026 |
| 19 | Janet Gunzburg | Principal Accounting Officer | 34,820 | 0 | 34,820 | 0.2% | 24 Jun, 2024 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 01 Sep, 2026 | Yvonne Hui | Principal Accounting Officer | Acquired A | 28,500 | $0.00 | $0 | 28,500 | Direct |
| 01 Sep, 2026 | Balaji Gandhi | Chief Financial Officer | Acquired A | 155,000 | $0.00 | $0 | 155,000 | Direct |
| 01 Sep, 2026 | Evan Roberts | President, Provider Solutions | Acquired A | 155,000 | $0.00 | $0 | 155,000 | Direct |
| 01 Sep, 2026 | Amy Beth Vanduyn | Svp, Human Resources | Acquired A | 67,500 | $0.00 | $0 | 67,500 | Direct |
| 01 Sep, 2026 | Chaim Indig | Chief Executive Officer | Acquired A | 400,000 | $0.00 | $0 | 400,000 | Direct |
| 01 Sep, 2026 | Allison C Hoffman | General Counsel Secretary | Acquired A | 85,000 | $0.00 | $0 | 85,000 | Direct |
| 01 Sep, 2026 | David Linetsky | President, Network Solutions | Acquired A | 155,000 | $0.00 | $0 | 155,000 | Direct |
| 18 Sep, 2026 | Evan Roberts | President, Provider Solutions | Disposed F | 4,476 | $10.42 | $46.64K | 1,038,138 | Direct |
| 18 Sep, 2026 | David Linetsky | President, Network Solutions | Disposed F | 4,475 | $10.42 | $46.63K | 419,694 | Direct |
| 18 Sep, 2026 | Allison C Hoffman | General Counsel Secretary | Disposed F | 7,401 | $10.42 | $77.12K | 273,236 | Direct |
| 18 Sep, 2026 | Amy Beth Vanduyn | Svp, Human Resources | Disposed F | 2,876 | $10.42 | $29.97K | 260,521 | Direct |
| 21 Sep, 2026 | Allison C Hoffman | General Counsel Secretary | Disposed S | 6,662 | $10.08 | $67.15K | 266,574 | Direct |
| 18 Sep, 2026 | David Linetsky | President, Network Solutions | Disposed F | 319 | $10.42 | $3.32K | 22,267 | Indirect |
| 01 Sep, 2026 | David Linetsky | President, Network Solutions | Acquired A | 192,000 | $0.00 | $0 | 416,056 | Direct |
| 01 Sep, 2026 | Allison C Hoffman | General Counsel Secretary | Acquired A | 108,000 | $0.00 | $0 | 266,574 | Direct |
| 01 Sep, 2026 | Chaim Indig | Chief Executive Officer | Acquired A | 500,000 | $0.00 | $0 | 1,889,595 | Direct |
| 01 Sep, 2026 | Evan Roberts | President, Provider Solutions | Acquired A | 192,000 | $0.00 | $0 | 1,034,501 | Direct |
| 01 Sep, 2026 | Yvonne Hui | Principal Accounting Officer | Acquired A | 43,000 | $0.00 | $0 | 64,724 | Direct |
| 01 Sep, 2026 | Amy Beth Vanduyn | Svp, Human Resources | Acquired A | 88,000 | $0.00 | $0 | 256,907 | Direct |
| 01 Sep, 2026 | Balaji Gandhi | Chief Financial Officer | Acquired A | 192,000 | $0.00 | $0 | 348,931 | Direct |