Phreesia SEC Filings

Phreesia (PHR) completed the acquisition of AccessOne on November 12, 2025. AccessOne equityholders received approximately $163 million in cash. The purchase was funded by about $107 million of net proceeds from a new bridge loan, $50 million of cash on hand, and $6 million of cash acquired from AccessOne.

To support the deal, Phreesia closed a $110 million, 364‑day secured term “Bridge Loan” led by Goldman Sachs Bank USA. The loan bears interest at SOFR plus a margin and adds duration fees of 0.75%, 1.25%, and 1.50% if it remains outstanding past 90, 180, or 270 days. It matures on November 11, 2026, allows voluntary prepayment without penalty, and is subject to customary mandatory prepayments. Phreesia amended its Capital One ABL facility to treat the AccessOne deal as a Permitted Acquisition and the Bridge Loan as Permitted Indebtedness, and added a springing revolver termination aligned with the Bridge’s maturity. The company expects to refinance or replace the Bridge Loan with a long‑term facility. Required financial statements and pro formas will be filed within 71 days.

Phreesia (PHR): Schedule 13G/A (Amendment No. 9) — FMR LLC and Abigail P. Johnson reported beneficial ownership of 3,879,083.83 shares of Phreesia common stock, representing 6.5% of the class, with the Date of Event on 09/30/2025.

FMR reports sole voting power over 3,877,164.00 shares and sole dispositive power over 3,879,083.83 shares. Abigail P. Johnson reports sole dispositive power over 3,879,083.83 shares and no voting power. The filing states the securities were acquired and are held in the ordinary course of business and not to change or influence control.

Item 6 notes one or more other persons may have the right to receive dividends or sale proceeds, with no single person holding more than 5% of the class through such interests.

Phreesia (PHR) reported an insider transaction by a director. On 10/31/2025, the director acquired 441 shares of common stock at $22.64, reported as a grant tied to deferred stock units (DSUs) in lieu of a cash retainer. Following the transaction, the director beneficially owns 49,366 shares directly.

Per the DSU program, the underlying common stock is delivered 90 days after the director ceases board service and meets the “separation from service” standard under Section 409A.

Phreesia (PHR) reported an insider equity award by Director Gillian Munson. On 10/31/2025, the director acquired 441 shares reported as common stock at $22.64, reflecting deferred stock units (DSUs) elected in lieu of an annual cash retainer. Following the transaction, the director beneficially owned 44,985 shares, held directly.

Per the program terms, the DSUs convert into underlying common stock on the earlier of 90 days after the director’s separation from the Board (as defined under Section 409A) or five years from the grant date.

Phreesia (PHR) director reported acquiring 441 shares of common stock at $22.64 on 10/31/2025, recorded via deferred stock units under the company’s Non‑Employee Director Deferred Compensation Program. Following this transaction, the director beneficially owns 63,784 shares directly.

The DSUs were granted in lieu of a cash retainer paid quarterly in arrears. Underlying common shares are deliverable on the earlier of 90 days after the director ceases Board service and incurs a separation from service or five years from the grant date.

The Vanguard Group filed Amendment No. 3 to Schedule 13G reporting beneficial ownership of 5,704,786 shares of Phreesia (PHR)9.52% of the class as of 09/30/2025.

The filing lists 0 shares with sole voting power and 386,223 with shared voting power. It reports 5,246,543 shares with sole dispositive power and 458,243 with shared dispositive power. Vanguard certifies the securities were acquired and are held in the ordinary course of business and not to influence control of the issuer.

Vanguard identifies its reporting person type as IA (investment adviser), noting its clients have rights to dividends or sale proceeds; no single client’s interest exceeds five percent.

Phreesia (PHR)885 shares of common stock at a weighted average price of $22.3612 in non‑discretionary sell‑to‑cover transactions to satisfy tax withholding tied to the settlement of restricted stock units.

Following the sale, he beneficially owns 98,240 shares, held directly. The shares were sold across multiple trades at prices ranging from $22.195 to $22.66 per share.

Phreesia, Inc. (PHR) reported an insider transaction by its General Counsel & Secretary. On 10/17/2025, the officer sold 1,241 shares of common stock (code S) in non-discretionary transactions executed under the company’s mandatory sell-to-cover policy tied to RSU settlement.

The weighted average sale price was $22.3612 per share, with individual trades ranging from $22.195 to $22.66. Following these transactions, the officer directly beneficially owned 135,737 shares.

Phreesia (PHR) insider activity: CEO and director Chaim Indig reported a sale of 3,163 shares of common stock on 10/17/2025. The filing states these shares were disposed of in non-discretionary transactions under the company’s mandatory sell-to-cover policy to satisfy tax withholding tied to the settlement of restricted stock units.

The weighted average sale price was $22.3612 per share, with individual trades executed between $22.195 and $22.66. Following the transaction, Indig beneficially owned 1,252,608 shares directly. An additional 255,000 shares were listed as indirectly owned through a family trust, whose sole beneficiaries are members of his immediate family.