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. President, Network Solutions David Linetsky reported two indirect common-stock tax-withholding dispositions involving shares held by his spouse: the issuer withheld 35 shares in each entry on October 22, 2026, to satisfy tax obligations from RSU settlements. The listed $9.15 and $10.35 per-share amounts reflect closing prices on the scheduled vesting dates of June 15 and September 15, 2026, respectively; an administrative error delayed distribution until October 22. Linetsky reported 419,694 common shares held directly.
Phreesia, Inc. (PHR) is the issuer named in a Schedule 13G reporting that BlackRock Portfolio Management LLC beneficially owned 3,185,976 common shares, equal to 5.1% of the class, as of September 30, 2026. The reporting entity reported sole voting power over 2,862,073 shares and sole dispositive power over 3,185,976 shares; shared voting and dispositive power were both zero.
The reported amount reflects securities beneficially owned or deemed beneficially owned by certain business units of BlackRock, Inc. and its subsidiaries and affiliates, excluding other business units whose holdings are disaggregated. BlackRock Portfolio Management LLC states that various persons may receive dividends or sale proceeds, but no one person's interest exceeds 5% of Phreesia's outstanding common shares. Spencer Fleming signed as Managing Director.
Phreesia, Inc. officer David Linetsky, President, Network Solutions, reported two common-stock transactions held indirectly by his spouse on October 22, 2026. Each involved 35 shares; the transaction descriptions identify purchases at $9.15 and $10.35 per share, while the SEC acquired/disposed classifications identify both as dispositions. No Rule 10b5-1 plan is reported.
Phreesia, Inc. SVP, Human Resources Amy Beth VanDuyn received a target award of 67,500 performance stock units on September 1, 2026. Each unit is a contingent right to one common share. The number earned depends on stock-price hurdles of $17.00, $22.00, $27.00 and $32.00 per share, measured using the average closing price over any consecutive 60-trading-day period during the performance period ending September 1, 2031. Actual payout may range from zero to 200% of target. Earned units generally require continued service and vest one-third upon certification, with the remaining thirds vesting on the first and second anniversaries of certification; earned and vested units are settled in shares following vesting, subject to deferred settlement provisions.
Phreesia, Inc. granted Evan Roberts, President, Provider Solutions, a target award of 155,000 performance stock units on September 1, 2026; no Rule 10b5-1 plan is reported. Each unit represents a contingent right to receive one common share. The number earned depends on average closing prices over any consecutive 60-trading-day period during the performance period from September 1, 2026, through September 1, 2031. Potential payouts are 0%, 50%, 100%, 150% or 200% of target, subject to interpolation. Earned units generally vest in three installments, subject to continued service.
Phreesia, Inc. (PHR) reports that President, Network Solutions David Linetsky received a target award of 155,000 performance stock units on September 1, 2026. Each unit represents a contingent right to receive one common share. The performance period runs from September 1, 2026, through September 1, 2031. Potential payouts are 0%, 50%, 100%, 150% or 200% of target, based on average closing prices meeting specified hurdles over any consecutive 60-trading-day period. Earned units vest one-third upon certification and one-third on each of the next two anniversaries, generally subject to continued service.
Phreesia, Inc. (PHR) granted Chief Executive Officer Chaim Indig performance stock units at a target level of 400,000 PSUs on September 1, 2026. Each PSU represents a contingent right to receive one common share. Potential payouts are 0%, 50%, 100%, 150% or 200% of target, based on stock-price hurdles of $17.00, $22.00, $27.00 and $32.00 per share, measured using average closing price over any consecutive 60-trading-day period during the performance period ending September 1, 2031. Earned PSUs vest in thirds upon certification and on the first two anniversaries, generally subject to continued service; PSUs not earned by the end of the performance period are forfeited.
Phreesia, Inc. Principal Accounting Officer Yvonne Hui was granted a target award of 28,500 performance stock units on September 1, 2026. Each unit represents a contingent right to receive one share of common stock.
The number earned depends on the average closing price over any consecutive 60-trading-day period from September 1, 2026, through September 1, 2031. Payouts range from 0% to 200% of target, based on stock-price hurdles of $17.00, $22.00, $27.00 and $32.00 per share. Earned units generally vest in three installments, subject to continued service.
Phreesia, Inc. granted its General Counsel & Secretary, Allison C. Hoffman, a target award of 85,000 Performance Stock Units on September 1, 2026. Each unit represents a contingent right to receive one common share. The number earned depends on average closing prices over any consecutive 60-trading-day period during the performance period from September 1, 2026, to September 1, 2031; the stock-price hurdles are $17.00, $22.00, $27.00 and $32.00 per share.
Potential payouts are 0%, 50%, 100%, 150% or 200% of target. Earned units vest in thirds following certification and on the next two anniversaries, generally subject to continued service; units not earned by the end of the performance period are forfeited.
Phreesia, Inc. reported that Chief Financial Officer Balaji Gandhi received an award of 155,000 target performance stock units on September 1, 2026; each unit is a contingent right to receive one common share. The payout depends on stock-price hurdles of $17.00, $22.00, $27.00 and $32.00 per share, measured using the average closing price over any consecutive 60-trading-day period from September 1, 2026 through September 1, 2031. Actual units earned may range from 0% to 200% of target.