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.
Phreesia filings document the company’s operating results, material agreements, capital structure and governance as a public healthcare technology company. Recent Form 8-K disclosures include quarterly financial results, stakeholder letters and earnings-call materials, along with material definitive agreements connected to credit facilities, acquisition financing and receivables arrangements.
The filing record also documents the completed AccessOne acquisition, the use and refinancing of related debt, and subsidiary arrangements involving AccessOne Funding and AccessOne MedCard. Governance disclosures include board composition changes, director compensation matters and shareholder-voting subjects, while capital-structure disclosures cover secured revolving credit, bridge-loan obligations and receivables purchase agreements.
Phreesia, Inc. (symbol: PHR) is the issuer of record for a Form 4 filing submitted to the SEC. Linetsky David reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. (PHR) reported that David Linetsky, President, Network Solutions, received equity-based compensation in the form of restricted stock units (RSUs) on September 1, 2026. He was granted 192,000 RSUs directly, increasing his directly held common stock (including RSUs) to 416,056 shares after the award. In a separate award reported as indirect ownership "by spouse," his spouse received 10,000 RSUs, bringing her indirectly held position to 21,883 shares after the transaction.
All RSUs were granted under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of common stock and will vest in five substantially equal annual installments beginning on September 1, 2027, subject to continued service (for the spouse’s award, the spouse’s continued service). No Rule 10b5-1 trading plan is reported for these awards.
Phreesia, Inc. (symbol: PHR) is the issuer of record for a Form 4 filing submitted to the SEC. VanDuyn Amy Beth reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. (PHR) reported that Amy Beth VanDuyn, SVP, Human Resources, received an award of 88,000 shares of common stock in the form of Restricted Stock Units under the 2019 Stock Option and Incentive Plan on September 1, 2026. The RSUs vest in five substantially equal annual installments beginning on September 1, 2027, subject to her continued service, bringing her direct holdings to 256,907 shares after the grant.
Phreesia, Inc. (symbol: PHR) is the issuer of record for a Form 4 filing submitted to the SEC. Roberts Evan reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. (PHR) reported that executive Evan Roberts, President, Provider Solutions, received a grant of 192,000 shares of common stock in the form of Restricted Stock Units under the 2019 Stock Option and Incentive Plan on September 1, 2026. Following this award, he directly holds 1,034,501 shares of common stock. The RSUs will vest in five substantially equal annual installments beginning on September 1, 2027, conditioned on his continued service with the company.
Phreesia, Inc. (symbol: PHR) is the issuer of record for a Form 4 filing submitted to the SEC. Indig Chaim reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. (PHR) reported that Chief Executive Officer and director Chaim Indig received a grant of 500,000 Restricted Stock Units (RSUs) of common stock on September 1, 2026 under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents a contingent right to one share of common stock and will vest in five substantially equal annual installments beginning on September 1, 2027, subject to his continued service. Following this grant, Indig holds 1,889,595 shares of common stock directly and 255,000 shares indirectly through the Indig Dynasty Trust, whose investment and distribution advisor is his sister-in-law and whose beneficiaries are members of his immediate family. No Rule 10b5-1 trading plan is reported.
Phreesia, Inc. (symbol: PHR) is the issuer of record for a Form 4 filing submitted to the SEC. Hui Yvonne reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. (PHR) reported that Principal Accounting Officer Yvonne Hui received a grant of 43,000 Restricted Stock Units (RSUs) on September 1, 2026 under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents one share of common stock and will vest in five substantially equal annual installments beginning on September 1, 2027, subject to her continued service. Following this award, she directly holds 64,724 shares or share-equivalents. No Rule 10b5-1 trading plan is reported.
Phreesia, Inc. (symbol: PHR) is the issuer of record for a Form 4 filing submitted to the SEC. Hoffman Allison C reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. (PHR) reported that its General Counsel & Secretary, Allison C. Hoffman, received a grant of 108,000 shares of Common Stock in the form of Restricted Stock Units (RSUs) on September 1, 2026 under the 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of common stock, and the RSUs vest in five substantially equal annual installments beginning September 1, 2027, subject to her continued service. Following this award, she holds 266,574 shares directly. No Rule 10b5-1 trading plan is reported for this grant.
Phreesia, Inc. (symbol: PHR) is the issuer of record for a Form 4 filing submitted to the SEC. Gandhi Balaji reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. (PHR) reported that its Chief Financial Officer, Balaji Gandhi, received a grant of 192,000 Restricted Stock Units (RSUs) of common stock on September 1, 2026. Each RSU represents one share of common stock and will vest in five substantially equal annual installments beginning September 1, 2027, contingent on continued service. Following this grant, Gandhi holds 348,931 shares directly. No Rule 10b5-1 trading plan is reported.
Phreesia, Inc. (PHR) has filed an automatic shelf registration statement on Form S-3 as a well-known seasoned issuer, replacing its prior shelf that reaches its third anniversary on September 7, 2026. The shelf allows Phreesia and/or selling securityholders to offer, from time to time, common stock, preferred stock, warrants, units and debt securities, including various convertible and exchangeable features, on a continuous or delayed basis. Any specific amount, pricing and distribution terms will be set in future prospectus supplements. Phreesia states that it generally expects to use any primary offering proceeds for general corporate purposes, which may include acquisitions, working capital, capital expenditures and refinancing or repayment of indebtedness, while it will not receive proceeds from sales by selling securityholders unless otherwise noted.
Phreesia, Inc. (PHR) reported stronger results for the quarter ended July 31, 2026, with total revenue of $129.5 million, up from $117.3 million a year earlier, driven mainly by growth in payment and network solutions. Operating performance improved to an operating income of $7.6 million versus a loss of $1.5 million in the prior-year quarter, and net income was $1.9 million compared with $0.7 million.
For the first six months of fiscal 2027, revenue reached $260.4 million, up from $233.2 million, and net income was $4.9 million versus a net loss of $3.3 million in the prior year, supported by higher gross profit and lower operating expenses in several categories. Operating cash flow for the six months improved to $42.3 million, and Phreesia ended the quarter with $74.6 million in cash, cash equivalents and restricted cash, $60.7 million drawn on its new revolving credit facility, and stockholders’ equity of $371.9 million.
Phreesia, Inc. (PHR) reported fiscal second-quarter 2027 results for the period ended July 31, 2026, showing continued growth and improved profitability. Total revenue was $129.5 million, up 10% year-over-year, led by 36% growth in payment solutions, while network solutions grew 9% and subscription and related services declined 2% as the company moderates subscription pricing in favor of downstream revenues.
Net income was $1.9 million versus $0.7 million a year earlier, and Adjusted EBITDA rose to $32.9 million from $22.1 million, reflecting operating leverage as major operating expense lines declined year-over-year. Phreesia generated $18.3 million of operating cash flow and $13.8 million of free cash flow, which, together with available cash, supported a $23.5 million reduction in long-term debt during the quarter; long-term debt stood at about $60.7 million at quarter end.
The business base continued to expand: Average Healthcare Services Clients (AHSCs) reached 4,744, up 6% year-over-year, and revenue per AHSC was $27,289, up 4%. Management is maintaining its fiscal 2027 guidance for revenue of $510–$520 million and Adjusted EBITDA of $125–$135 million, which assumes roughly $37 million of revenue contribution from AccessOne. A restructuring plan announced in May 2026, eliminating about 220 positions with expected charges of roughly $10 million, is intended to lower operating expenses and drive run-rate savings.