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.'s Chief Financial Officer, Balaji Gandhi, reported the sale of 8,009 shares of common stock of Phreesia on January 8, 2026. The shares were sold at a weighted average price of $17.0071 per share, through multiple trades within a price range of $16.81 to $17.56 per share. According to the disclosure, these were non-discretionary transactions made under the company’s mandatory sell-to-cover policy to satisfy tax withholding obligations arising from the settlement of restricted stock units. After these transactions, Gandhi beneficially owns 156,231 shares of Phreesia common stock directly.
Phreesia insider Balaji Gandhi has filed a notice to sell common stock under Rule 144. The filing covers a planned sale of 8,009 common shares with an aggregate market value of $136,209.87 through Fidelity Brokerage Services on the NYSE, with an approximate sale date of 01/08/2026. The shares were acquired on 01/02/2026 via restricted stock vesting as compensation. The filing notes that 60,287,003 shares of the issuer’s common stock are outstanding. Over the prior three months, Gandhi sold 885 common shares for gross proceeds of $19,789.66. By signing the notice, the seller represents that they are not aware of any undisclosed material adverse information about the issuer.
Phreesia insider plans sale of previously restricted common shares. A holder has filed notice to sell 8,440 shares of Phreesia common stock through Fidelity Brokerage Services on or around 01/08/2026 on the NYSE, with an aggregate market value of $143,539.92. These shares were acquired on 01/02/2026 via restricted stock vesting as compensation from the issuer. Common shares outstanding were 60,287,003. In the past three months, the same seller disposed of 3,163 common shares on 10/17/2025 for gross proceeds of $70,728.48.
A Rule 144 notice reports a planned sale of 6,317 shares of common stock of the issuer through Fidelity Brokerage Services LLC on or about 01/08/2026, to be sold on the NYSE with an estimated aggregate market value of $107,433.85. The filing notes that there were 60,287,003 shares of this class outstanding at the time referenced.
The shares to be sold were acquired on 01/02/2026 via restricted stock vesting from the issuer as compensation. The notice also discloses that the same seller, Evan Roberts, previously sold 1,888 shares of common stock on 10/17/2025 for $42,217.95 in gross proceeds over the past three months.
PHR received a Rule 144 notice covering a proposed sale of 2,602 common shares through Fidelity Brokerage Services LLC on or around 01/08/2026 on the NYSE, with an aggregate market value of $44,252.47. These shares were acquired from the issuer as restricted stock vesting on 01/02/2026 as compensation. The notice also reports that Amy Vanduyn sold 639 common shares over the past three months for gross proceeds of $14,288.81.
PHR received a notice of a proposed sale of common stock under Rule 144. The notice covers 6,585 common shares to be sold through Fidelity Brokerage Services LLC on the NYSE, with an aggregate market value of 111,991.75 and 60,287,003 common shares outstanding. These 6,585 shares were acquired on 01/02/2026 through restricted stock vesting from the issuer as compensation, with payment also dated 01/02/2026.
The notice also reports that the same seller, Allison C. Hoffman, sold 1,241 common shares on 10/17/2025 for gross proceeds of 27,750.25 during the prior three months, as required disclosure for recent sales under Rule 144.
PHR shareholder plans to sell 6,106 shares of common stock under Rule 144. These shares were acquired on 01/02/2026 through restricted stock vesting as compensation and are slated for sale around 01/08/2026 through Fidelity Brokerage Services LLC on the NYSE. The filing notes 60,287,003 common shares outstanding.
In the past three months, related PHR common stock sales include 2,059 shares sold on 10/17/2025 for gross proceeds of $46,041.71 and 94 shares sold on 12/17/2025 for $1,549.72. The seller represents that they are not aware of any undisclosed material adverse information about PHR’s operations.
Phreesia shareholder Yvonne Hui filed a notice to sell company stock under Rule 144. The filing covers a proposed sale of 372 shares of Phreesia common stock through Fidelity Brokerage Services on the NYSE, with an indicated aggregate market value of $6,498.84. These 372 shares were acquired on 12/31/2025 through an employee stock purchase plan transaction with the issuer, paid in cash on the same date.
The notice also lists prior sales by the same shareholder over the last three months: 302 common shares sold on 10/15/2025 for gross proceeds of $6,960.50, and 426 common shares sold on 12/17/2025 for gross proceeds of $6,922.50.
Phreesia, Inc. received an updated large shareholder report from FMR LLC and Abigail P. Johnson. They report beneficial ownership of 362,971 shares of Phreesia common stock, representing 0.6% of the outstanding class as of the report date. FMR LLC has sole voting power over 360,997 shares and sole dispositive power over 362,971 shares, while Abigail P. Johnson is reported with sole dispositive power over the same 362,971 shares and no voting power.
The filing states that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Phreesia. The report also notes that one or more other persons have rights to receive dividends or sale proceeds from these shares, but no such person has more than five percent of the total outstanding common stock.
Phreesia, Inc. insider reports employee stock purchase
A Phreesia, Inc. officer who serves as Principal Accounting Officer reported buying 372 shares of the company’s common stock on 12/31/2025. The shares were acquired at a price of $14.38 each through the Phreesia, Inc. 2019 Employee Stock Purchase Plan for the purchase period from July 1, 2025 through December 31, 2025. After this transaction, the officer directly beneficially owned 30,282 shares of Phreesia common stock.