Director Lainie Goldstein filed a Form 4 with the SEC on November 2, 2026, reporting the acquisition of 502 deferred stock units in Phreesia, Inc. (NYSE:PHR) on October 30, 2026, under the company's Non-Employee Director Deferred Compensation Program.

Key Highlights

  • Transaction date: October 30, 2026, with 502 shares of Common Stock acquired under transaction code A.
  • Price per unit: $12.44, reflecting the value at which the deferred stock units were granted.
  • Beneficial ownership following transaction: Goldstein directly holds 71,364 shares of Common Stock.
  • Nature of award: DSUs were granted in lieu of a quarterly cash retainer, per Phreesia's Non-Employee Director Deferred Compensation Program.
  • Settlement terms: Underlying common stock is deliverable 90 days after the director ceases board service and incurs a "separation from service" under Section 409A.
  • Signatory: The form was signed by Allison Hoffman by Power of Attorney for Lainie Goldstein.

Goldstein's Quarterly DSU Award Under Phreesia's Director Compensation Program

According to the filing, Lainie Goldstein, a director of Phreesia, Inc. (NYSE:PHR), elected to receive deferred stock units in lieu of an annual cash retainer payable quarterly in arrears under Phreesia's Non-Employee Director Deferred Compensation Program. The transaction, dated October 30, 2026, reflects the quarterly award of 502 DSUs at a price of $12.44 per unit, reported under acquisition code A in Table I of the Form 4.

The filing notes that DSUs are awarded on the date the corresponding cash retainer installment would otherwise be payable. Per the explanation of responses, the director "shall receive underlying common stock 90 days after director ceases to serve as a member of the Board of Directors of the Issuer and incurs a 'separation from service' within the meaning of Section 409A of the Internal Revenue Code of 1986, as amended, and the regulations promulgated thereunder." Following this transaction, Goldstein's direct beneficial ownership of Phreesia Common Stock stands at 71,364 shares, as reported in the filing.

No derivative securities transactions were reported in Table II. The Form 4 was filed on November 2, 2026, and signed by Allison Hoffman acting under a Power of Attorney on behalf of Lainie Goldstein.

What Was Disclosed

Phreesia director Lainie Goldstein reported acquiring 502 deferred stock units at $12.44 each on October 30, 2026, in lieu of a quarterly cash retainer, bringing her direct beneficial ownership to 71,364 shares of Common Stock.