Phreesia director Jon Kessler files Form 3

Phreesia, Inc. director Jon Kessler filed an initial Form 3, which is a required statement of beneficial ownership for insiders.

Rhea-AI Filing Summary

Phreesia, Inc. director Jon Kessler filed an initial Form 3, which is a required statement of beneficial ownership for insiders. The filing identifies him as a director of Phreesia but does not report any stock transactions or derivative positions, serving as a baseline disclosure of his insider status.

Key Terms

Form 3, beneficial ownership, reporting person

3 terms

Form 3 regulatory

"filed an initial Form 3, which is a required statement of beneficial ownership"

Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.

beneficial ownership financial

"an initial Form 3, which is a required statement of beneficial ownership for insiders"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

reporting person regulatory

""reportingPersons": [{"name": "Kessler Jon""

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does Jon Kessler’s Form 3 filing for PHR indicate?

The Form 3 shows that Jon Kessler is a director of Phreesia, Inc. (PHR). It establishes his status as a company insider and provides a baseline ownership disclosure, although no specific transactions are reported in this filing.

Are any stock transactions reported in Jon Kessler’s PHR Form 3?

No stock transactions are reported in this Form 3. The transaction summary shows zero buys, sells, exercises, gifts, and other dispositions, indicating this filing is purely an initial ownership and status disclosure for the director.

Does the PHR Form 3 for Jon Kessler show any derivative positions?

The filing does not list any derivative positions for Jon Kessler. The derivative summary is empty and the transaction summary shows zero derivative transactions, so no options, warrants, or similar instruments are reported here.

What is the purpose of a Form 3 for Phreesia insiders like Jon Kessler?

Form 3 is the initial statement of beneficial ownership for insiders of Phreesia, Inc.. It formally records that a person, such as a director, is subject to insider reporting rules and serves as a starting point for future Forms 4 or 5.

Does the PHR Form 3 mention any Rule 10b5-1 trading plans for Jon Kessler?

The provided Form 3 data for Jon Kessler does not reference any Rule 10b5-1 trading plans. Footnotes included in the data do not contain disclosures about pre-arranged trading arrangements or similar plans.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 04/06/2026 - 04:23 PM EDT Learn about SEC filing dates

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Kessler Jon

(Last) (First) (Middle)

C/O PHREESIA, INC.

1521 CONCORD PIKE STE 301 PMB 221

(Street)

WILMINGTON DELAWARE 19803

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
04/06/2026

3. Issuer Name and Ticker or Trading Symbol
Phreesia, Inc. [ PHR ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

Exhibit 24 - Power of Attorney

No securities are beneficially owned.

	/s/ Allison Hoffman, attorney-in-fact for Jon Kessler	04/06/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)