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. Principal Accounting Officer Yvonne Hui reported an open-market sale of the company’s common stock. On April 17, 2026, she sold 1,327 shares at $9.28 per share. Following this transaction, she directly holds 24,664 shares of Phreesia common stock.
The sale was carried out under a pre-arranged Rule 10b5-1 trading plan that Ms. Hui adopted on January 15, 2026, indicating the trade was scheduled in advance rather than made on an ad hoc basis.
Phreesia, Inc. General Counsel & Secretary Allison C. Hoffman reported an open-market sale of 6,176 shares of Common Stock at $9.06 per share on 2026-04-20. After this transaction, she directly owns 157,309 shares. The sale was made under a pre-arranged Rule 10b5-1 trading plan adopted on December 19, 2025.
Phreesia, Inc. executive David Linetsky reported routine equity compensation-related activity in company stock. The filing shows a tax-withholding disposition of 229 shares of common stock at $9.17 per share, withheld by the company to cover tax obligations on vested restricted stock units rather than sold in the market.
After these events, Linetsky holds 224,056 common shares directly and 12,134 common shares indirectly through his spouse, indicating that the filing primarily reflects ongoing compensation and tax management, not discretionary buying or selling.
PHR reported insider resale activity under Form 144. The filing lists resale notices for Common Stock showing 6,176 shares tied to a sale date of 03/23/2026 and 14,483 shares tied to a sale date of 04/10/2026. The record also lists prior restricted stock vesting entries of 201 shares on 06/30/2023 and 5,975 shares on 01/15/2025.
Phreesia, Inc. Principal Accounting Officer Yvonne Hui reported multiple transactions in the company’s common stock. On April 15 and 16, 2026, a total of 1,310 shares were withheld at prices of $8.56 and $9.17 to cover tax obligations on restricted stock unit settlements; these do not represent sales by her.
On April 16, 2026, she executed an open-market sale of 10,063 shares at $9.08 per share pursuant to a Rule 10b5-1 trading plan adopted on January 15, 2026. Following these transactions, Hui directly holds 25,991 shares of Phreesia common stock.
PHR Rule 144 notice shows a planned sale tied to restricted stock vesting and recent dispositions. The filing lists 1,327 shares associated with a Restricted Stock Vesting event dated 04/16/2026, and reports a sale of 10,063 shares on 04/16/2026.
The broker listed is Fidelity Brokerage Services LLC at the disclosed address; dollar values $12,314.56 and $91,372.04 appear in the form.
Fidelity Brokerage Services LLC submitted a Form 144 related to proposed sales of Common Stock on 04/16/2026 in connection with restricted stock vesting and compensation. The notice lists vesting-related lots dated 09/11/2025, 04/06/2026, and 04/13/2026 with specified share amounts.
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.