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 entered into a definitive Merger Agreement to acquire AccessOne for a $160 million closing merger consideration, subject to adjustments. The agreement provides that outstanding common and preferred shares, options and warrants of AccessOne will be cancelled and converted into rights to receive cash from the merger consideration, contingent on execution of required support, option cancellation or warrant surrender agreements. The AccessOne board unanimously approved the merger as fair and in the best interests of the company and its stockholders. Closing is subject to customary conditions including requisite stockholder consents, Hart-Scott-Rodino clearance, accuracy of representations and absence of a Material Adverse Effect. The buyer secured buyer-side representation and warranty insurance.
Chaim Indig, Chief Executive Officer and a director of Phreesia, Inc. (PHR), reported multiple option exercises and open-market sales on August 27-28, 2025 under a Rule 10b5-1 trading plan adopted April 19, 2024. The filing shows acquisition of 99,993 shares through exercise of vested options at strike prices of $8.03 and $4.71 and simultaneous open-market sales of 99,993 shares at weighted average prices of $32.0166 and $32.4653 (sales executed across price ranges of $32.00–$32.74). Following the transactions, Indig directly beneficially owned 1,259,149 shares and indirectly held 255,000 shares in the Indig Dynasty Trust. Several options remain outstanding with exercisable dates through January 16, 2029.
Phreesia, Inc. insider Evan Roberts sold 48,547 shares under a pre-established Rule 10b5-1 plan. The Form 4 shows sales executed on 08/27/2025 (45,147 shares at a weighted-average price of $32.0199) and 08/28/2025 (3,400 shares at a weighted-average price of $32.4616). Following these transactions Roberts' reported beneficial ownership decreased from 727,768 to 724,368 shares. The filing was signed on behalf of Roberts by Allison Hoffman under power of attorney and discloses that the trades were effected pursuant to a 10b5-1 plan adopted April 15, 2025.
Form 144 notice for Phreesia, Inc. (PHR) shows a proposed sale of 7,746 common shares with an aggregate market value of $251,476.45, to be sold through Fidelity Brokerage Services on the NYSE on 08/28/2025. The shares were acquired via stock options granted on 01/31/2018 and 03/27/2019 and payment is listed as cash. The filing also lists recent sales by the same person totaling 95,418 shares on 07/17/2025 and 08/27/2025 with gross proceeds of $3,045,686.16 combined. The filer attests there is no undisclosed material adverse information.
Phreesia, Inc. insider filings show a proposed sale under Rule 144 of 3,400 common shares through Fidelity Brokerage Services, with an aggregate market value of $110,369.37 and an approximate sale date of 08/28/2025 on the NYSE. The securities to be sold were acquired via restricted stock vesting on 01/14/2024 and 01/15/2024 as compensation, totaling 2,306 and 1,094 shares respectively. The notice also discloses two prior sales by the same person within the past three months: 1,892 shares on 07/17/2025 for $50,867.93 and a larger sale of 45,147 shares on 08/27/2025 for $1,445,601.82. The filer affirms no undisclosed material adverse information.
Phreesia, Inc. (PHR) filing a Form 144 discloses a proposed sale of 92,247 common shares through Fidelity Brokerage Services with an aggregate market value of $2,953,432.60, and an approximate sale date of 08/27/2025. The filing reports total shares outstanding of 59,504,269. The shares to be sold were acquired via stock options granted on 01/31/2018 (21,870 shares) and 03/27/2019 (70,377 shares), with cash payment indicated at sale. The filer also reported a prior sale on 07/17/2025 of 3,171 shares for $85,254.87. The notice includes the required representation that the seller does not possess undisclosed material adverse information.
Phreesia, Inc. reported a Form 144 notice for the proposed sale of 45,147 common shares through Fidelity Brokerage Services with an aggregate market value of $1,445,601.82. The filing lists approximately 59,504,269 shares outstanding and an approximate sale date of 08/27/2025 on the NYSE. The securities were acquired through option exercise and restricted stock vesting between 01/11/2022 and 01/15/2024 totaling the reported lots. A prior sale by the same person, Evan Roberts, shows 1,892 shares sold on 07/17/2025 for $50,867.93. The filer certifies no undisclosed material information.
Phreesia, Inc. (PHR) reported an insider sale by Chief Financial Officer Balaji Gandhi under a Rule 10b5-1 trading plan. On 08/25/2025 Mr. Gandhi sold 9,583 shares of common stock in multiple transactions at a weighted average price of $30.0063 per share, with individual prices ranging from $30.00 to $30.81. After the sale he beneficially owned 97,078 shares. The filing discloses the 10b5-1 plan adoption date of September 17, 2024 and states the seller will provide detailed per-price quantities on request.
Amy VanDuyn, SVP Human Resources of Phreesia, Inc. (PHR), reported a sale of common stock executed on 08/25/2025 under a pre-existing Rule 10b5-1 trading plan adopted January 10, 2025. The report shows 18,573 shares were disposed of at a weighted-average price of $30.3696 per share (sales occurred at prices ranging from $30.00 to $30.81). After the reported transactions, the filing indicates the reporting person beneficially owned 110,607 shares, held directly.
Michael Weintraub, a director of Phreesia, Inc. (PHR), reported multiple transactions on 08/25/2025 under a Rule 10b5-1 trading plan. The filing shows a sale of 10,000 shares of common stock at $30.00 per share, reducing his direct holdings, and two option-related acquisitions: exercise/receipt of 3,113 shares tied to an $8.03 stock option and 6,887 shares tied to a $4.71 stock option. After these transactions his reported beneficial ownership totals 165,116 shares, including indirect holdings of 30,795 shares through a 2023 Qualified Annuity Trust and 6,703 shares through a Weintraub Family 2017 Irrevocable Trust.
The Form 4 states the trades were effected pursuant to a 10b5-1 plan adopted January 6, 2025, and notes one option is fully vested and exercisable. The filing was signed by a power of attorney on 08/27/2025.
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