PHREESIA INC (PHR)

Sector: Health Care

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2026 Annual Meeting Analysis

PHREESIA INC · Meeting: June 24, 2026

Policy v1.2high confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

1

Directors AGAINST

1

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of Directors

1 FOR/1 AGAINST

Against Analysis

✗ AGAINST
Chaim Indig3-year TSR underperformance trigger: PHR 3-year return of -70.9% vs peer median of -20.8%, a gap of -50.1pp, exceeding the 20pp threshold for negative absolute TSR; 5-year TSR also underperforms peer median by 27.8pp, exceeding the 20pp threshold, so the 5-year mitigant does not apply; long-tenured director since 2005 with full overlap of underperformance period

Chaim Indig has served as CEO and director since 2005, giving him full accountability for Phreesia's 3-year stock decline of -70.9%, which trails the company-disclosed peer group median of -20.8% by 50.1 percentage points — well above the 20-point trigger threshold for companies with negative absolute returns — and the 5-year comparison also underperforms the peer median by 27.8 percentage points, so no mitigant applies.

For Analysis

✓ FOR
Jon Kessler

Jon Kessler joined the board in April 2026, less than 24 months before the meeting date, and is therefore exempt from the TSR underperformance trigger under policy; he brings strong relevant experience as a former public company CEO in healthcare technology with deep financial and governance expertise.

Two Class I directors are up for election. Jon Kessler is a new director exempt from the TSR trigger and receives a FOR vote. Chaim Indig, the founder and CEO who has served since 2005, is subject to the TSR trigger: Phreesia's 3-year return of -70.9% trails the peer group median by 50.1 percentage points, far exceeding the 20-point threshold for negative absolute TSR, and the 5-year record also underperforms the peer median by 27.8 points, so the 5-year mitigant does not apply, warranting an AGAINST vote.

Say on Pay

✓ FOR

CEO

Chaim Indig

Total Comp

$10,511,050

Prior Support

91%%

CEO total compensation of approximately $10.5 million is within a reasonable range for a healthcare technology SaaS company of this market cap, and the company states that all NEO target total direct compensation was below the peer group median, suggesting pay levels are not inflated. The pay program has meaningful performance-based elements — approximately 50% of the CEO's equity is in performance stock awards tied to relative total shareholder return versus the Russell 3000 index, with no payout below the 20th percentile, and cash bonuses are formulaic with pre-set revenue and Adjusted EBITDA goals — so incentive pay is not effectively disguised fixed pay. The prior year say-on-pay vote received 91% support, well above the 70% threshold requiring a response, and no policy triggers for excessive pay levels or a failed pay-for-performance structure are met.

Auditor Ratification

✓ FOR

Auditor

KPMG LLP

Tenure

N/A

Audit Fees

$1,965,657

Non-Audit Fees

$626,624

KPMG's non-audit fees (tax services of $626,624) represent approximately 32% of audit fees ($1,965,657), well below the 50% threshold that would raise independence concerns; auditor tenure is not disclosed in the proxy so no tenure trigger can be confirmed; KPMG is a Big 4 firm appropriate for a company of this size and complexity.

Overall Assessment

The 2026 Phreesia annual meeting features three standard proposals. The director election results in a split recommendation: new director Jon Kessler receives a FOR vote while founder-CEO Chaim Indig receives an AGAINST vote due to severe and sustained stock underperformance relative to disclosed peers over both 3-year and 5-year periods. The auditor ratification and say-on-pay proposals both receive FOR votes, as KPMG's fee structure is clean and the executive compensation program, while operating against a backdrop of poor stock performance, features below-median pay levels with genuine performance-based conditions.

Filing date: May 14, 2026·Policy v1.2·high confidence

Compensation Peer Group

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