Welcome to our dedicated page for Phreesia SEC filings (Ticker: PHR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Phreesia, Inc. (NYSE: PHR) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. These documents help investors analyze how Phreesia reports its financial performance, material events and key agreements related to its healthcare technology and patient activation business.
Phreesia’s filings include Current Reports on Form 8-K that describe significant developments such as quarterly financial results, material definitive agreements and acquisitions. For example, the company has filed 8-Ks covering its fiscal quarter results, the Agreement and Plan of Merger to acquire AccessOne Parent Holdings, Inc., and the completion of that acquisition, which made AccessOne a wholly owned subsidiary. Other 8-Ks detail the bridge loan credit agreement, amendments to its credit facility with Capital One and the voting results of its annual meeting of stockholders.
Through this page, users can also locate annual reports on Form 10-K and quarterly reports on Form 10-Q (when available in the broader filing set), which typically contain segment information for subscription and related services, payment processing fees and network solutions, along with discussions of non-GAAP measures such as Adjusted EBITDA. Proxy materials and governance-related filings provide additional context on board elections, auditor ratification and executive compensation votes.
Stock Titan enhances these filings with AI-powered summaries that highlight key points, explain complex sections and surface items such as new debt obligations, acquisition terms or changes to credit agreements. Real-time updates from EDGAR, combined with simplified explanations, make it easier to track Phreesia’s regulatory history, capital structure and major corporate actions without reading every page of each filing.
Phreesia, Inc. Chief Financial Officer Balaji Gandhi reported an automatic share disposition related to taxes, not an open-market trade. On the settlement of restricted stock units, 25,382 shares of common stock were withheld by the company at $9.15 per share to cover tax withholding obligations. After this transaction, Gandhi directly holds 156,931 shares of Phreesia common stock.
Phreesia, Inc. General Counsel & Secretary Allison C. Hoffman reported insider transactions in the company’s common stock. On April 10, she completed an open-market sale of 14,483 shares at $8.07 per share, and continued to hold 163,485 shares afterward.
On April 9, 15,161 shares were withheld by Phreesia at $9.15 per share to cover tax obligations tied to restricted stock unit settlement, which the company states was not a sale by Hoffman. The filing notes the sale was made under a Rule 10b5-1 trading plan adopted on December 19, 2025.
Phreesia, Inc. Chief Executive Officer Chaim Indig reported a routine tax-related share disposition. On the settlement of restricted stock units, 33,008 shares of common stock were withheld by the company at $9.15 per share to cover tax withholding obligations and did not involve an open-market sale. After this withholding, Indig directly holds 1,389,595 common shares, and an additional 255,000 shares are held indirectly through the Indig Dynasty Trust, a family trust advised by his sister-in-law for the benefit of his immediate family.
Phreesia, Inc. Principal Accounting Officer Yvonne Hui reported a routine tax-related share disposition. On settlement of restricted stock units, 5,438 shares of common stock were withheld by the company at $9.15 per share to cover tax withholding obligations.
The filing explicitly states this withholding does not represent an open-market sale by Hui. After this transaction, Hui directly holds 37,364 shares of Phreesia common stock, indicating the event is compensation- and tax-driven rather than a discretionary trade.
Phreesia, Inc. executive Evan Roberts, President, Provider Solutions, reported a routine compensation-related share withholding. On April 9, 2026, the company withheld 19,626 shares of common stock at $9.15 per share to cover tax obligations tied to restricted stock unit settlement, which the filing notes is not a sale by Roberts. After this tax-withholding disposition, he directly holds 842,501 shares of Phreesia common stock.
Phreesia, Inc. senior vice president of human resources Amy Beth VanDuyn reported a routine tax-related share disposition tied to equity compensation. On April 9, 2026, 9,193 shares of common stock valued at $9.15 per share were withheld by the company to cover tax obligations from settling restricted stock units. This was not an open-market sale and did not reflect a trading decision. After this withholding, VanDuyn directly held 168,907 shares of Phreesia common stock.
Phreesia, Inc. executive David Linetsky, President, Network Solutions, reported recent transactions in the company’s common stock. On April 10, 2026, he completed an open-market sale of 8,332 shares at $8.07 per share pursuant to a pre-arranged Rule 10b5-1 trading plan adopted on January 15, 2025, and held 224,056 shares directly afterward.
On April 9, 2026, a total of 10,368 shares (9,454 held directly by Linetsky and 914 held indirectly through his spouse) were withheld by Phreesia at $9.15 per share to satisfy tax withholding obligations tied to the settlement of restricted stock units; these withholdings are explicitly described as not sales by the reporting person.
PHR filed a Rule 144 notice concerning common stock tied to a restricted stock vesting event dated 04/06/2026. The cover lists Fidelity Brokerage Services LLC and shows prior sales by Allison C. Hoffman on 01/15/2026, 01/16/2026 and 03/23/2026.
PHR filing under Rule 144 reports proposed sales tied to restricted stock vesting and recent dispositions by named holders. The filing lists a restricted stock vesting event on 04/06/2026 for 8,332 shares and shows executed sales: David Linetsky sold 1,743 shares on 01/15/2026 for $28,549.47, and 6,038 shares on 01/16/2026 for $98,762.36. Jessica Weiss sold 107 shares on 03/18/2026 for $1,183.32.
VanDuyn Amy Beth reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. SVP of Human Resources Amy Beth VanDuyn received a grant of 20,751 shares of Common Stock on April 6, 2026. These shares represent fully vested Restricted Stock Units awarded instead of a cash bonus for the fiscal year ending January 31, 2026.
The RSUs were granted at a per share value of $9.15, equal to the closing stock price on April 6, 2026, and represent 115% of the earned cash bonus amount under Phreesia's Senior Executive Cash Incentive Bonus Plan. After this award, VanDuyn directly holds 178,100 shares of Phreesia common stock.