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.
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Phreesia, Inc. executive David Linetsky, President, Network Solutions, reported equity activity involving common stock. On 2026-07-15, 69 shares of common stock held indirectly through his spouse were withheld by Phreesia at $10.76 per share to satisfy tax withholding obligations in connection with the settlement of restricted stock units, and this did not represent a sale by him or his spouse. After these transactions, he reported 224,056 shares held directly and 12,065 shares held indirectly through his spouse.
Phreesia, Inc. Principal Accounting Officer Yvonne Hui reported two transactions in Common Stock. On July 15, 2026, 937 shares were withheld by the company at $10.76 per share to satisfy tax withholding obligations on the settlement of restricted stock units, and this did not represent a sale. On July 16, 2026, she sold 1,247 shares at $10.92 per share in an open-market or private transaction pursuant to a Rule 10b5-1 trading plan adopted on January 15, 2026, leaving 21,724 shares held directly.
Phreesia, Inc. director Lisa Egbuonu-Davis reported an open-market sale of 536 shares of Common Stock on July 14, 2026 at $10.70 per share. The trade was executed under a Rule 10b5-1 trading plan adopted on December 16, 2025, and she now holds 37,780 shares directly.
Yvonne Hui has filed a notice covering the potential sale of 1,247 shares of PHR common stock through Fidelity Brokerage Services LLC on the NYSE, with an aggregate value of $13,617.24. The shares relate to restricted stock vesting from the issuer on July 15, 2026 as compensation, and the filing also lists several prior common-stock sales over the past three months.
Lisa C. Egbuonu-Davis submitted a notice to potentially sell 536 shares of PHR common stock through Fidelity Brokerage Services LLC on 07/14/2026, following the vesting of 536 restricted shares on 07/13/2026 as compensation from the issuer.
She also sold 2,546 common shares on 06/25/2026 for total proceeds of 24,263.38.
Phreesia, Inc. principal accounting officer Yvonne Hui reported an open-market sale of 1,371 shares of Common Stock on July 6, 2026 at an average price of $10.84 per share. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan adopted on January 15, 2026, indicating it was scheduled in advance rather than timed discretionarily.
Following this sale, Hui directly owns 23,908 shares of Phreesia common stock. The filing shows a single net-sell transaction with no derivative exercises or tax-related share withholdings, suggesting a relatively small, routine disposition compared with her remaining equity position.
PHR affiliate submitted a Form 144 notice to sell 1,371 shares of Common stock acquired under an ESPP purchase dated 06/30/2026, with Fidelity Brokerage Services LLC listed as the broker. The filing also discloses recent sales by Yvonne Hui: 10,063 shares on 04/16/2026 for $91,372.04, 1,327 shares on 04/17/2026 for $12,314.56, and 431 shares on 05/18/2026 for $3,814.35.
Phreesia, Inc. General Counsel and Secretary Allison C. Hoffman acquired 1,265 shares of common stock through the company’s 2019 Employee Stock Purchase Plan. The shares were bought for $8.75 each, equal to 85% of the stock’s closing price on June 30, 2026, bringing her direct holdings to 158,574 shares.
Phreesia, Inc. Principal Accounting Officer Yvonne Hui acquired 1,371 shares of common stock through the company’s 2019 Employee Stock Purchase Plan. The shares were purchased at $8.75 per share for the purchase period from January 1, 2026 through June 30, 2026, at 85% of the June 30 closing price. Following this ESPP transaction, she directly holds 25,279 Phreesia shares.
Munson Gillian reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. director Gillian Munson received an equity award of 19,290 Restricted Stock Units (RSUs) valued at $9.59 per unit. Each RSU represents one share of common stock and will vest in full on the earlier of June 24, 2027 or the next annual shareholder meeting. Munson has elected to defer this grant, and will receive the underlying shares after leaving the board and incurring a separation from service, or five years from the grant date. Following this award, she is reported as holding 66,104 shares of common stock directly.