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.
David Linetsky, an officer (President, Network Solutions) of Phreesia, Inc. (PHR), reported insider disposals on 09/18/2025. The filing shows the disposition of 93 shares of Phreesia common stock sold in non-discretionary transactions at a weighted average price of $23.9387 per share (individual sale prices ranged from $23.455 to $24.205). The filing also reports 173,888 shares disposed (no per-share price provided for that line). After the reported transactions, 9,883 shares are reported as beneficially owned indirectly by the reporting person’s spouse. The disposals were made to satisfy tax withholding obligations in connection with settlement of restricted stock units, according to the form.
Insider sale by Phreesia CFO to cover RSU taxes. Balaji Gandhi, Chief Financial Officer of Phreesia, Inc. (PHR), reported a sale of 4,183 shares of the company s common stock on 09/16/2025 under code S(1). The shares were disposed of pursuant to the issuer s mandatory sell-to-cover policy to satisfy tax withholding on the settlement of restricted stock units. The reported weighted-average sale price was $23.2844, with transaction prices ranging from $22.83 to $23.69. Following the sale, Mr. Gandhi beneficially owns 99,125 shares directly. The Form 4 was signed by an attorney-in-fact on 09/18/2025. No derivative transactions were reported.
Insider transactions by Allison C. Hoffman at Phreesia, Inc. (PHR) — The reporting person, Phreesia General Counsel & Secretary Allison C. Hoffman, disposed of a total of 5,192 shares of Phreesia common stock across two dates to satisfy tax-withholding and under a 10b5-1 plan. On 09/16/2025 she sold 3,133 shares in non-discretionary transactions under the companys mandatory sell-to-cover policy at a weighted average price of $23.2844, reducing her beneficial ownership to 139,037 shares. On 09/17/2025 she sold 2,059 shares at $23.50, leaving 136,978 shares beneficially owned. The filing states the 09/17/2025 sale was effected pursuant to a Rule 10b5-1 trading plan adopted 09/17/2024.
Yvonne Hui, Principal Accounting Officer of Phreesia, Inc. (PHR) reported the sale of 940 shares of Phreesia common stock on 09/16/2025. The disposition occurred under a mandatory sell-to-cover program to satisfy tax withholding tied to the settlement of a restricted stock unit award. The weighted-average sale price reported was $23.2844 per share, with individual sale prices ranging from $22.83 to $23.69 per share. After the reported disposition, the filing shows 30,638 shares beneficially owned by the reporting person. The Form 4 was signed by Allison Hoffman as attorney-in-fact for Yvonne Hui on 09/18/2025.
Phreesia, Inc. insider Chaim Indig completed a small, routine sale of company stock to satisfy tax withholding after restricted stock units vested. The filing reports a disposition of 6,328 shares on 09/16/2025 at a weighted average price of $23.2844 per share, with sale prices ranging from $22.83 to $23.69. After the sale the reporting person beneficially owns 1,255,771 shares directly and 255,000 shares indirectly through the Indig Dynasty Trust.
The Form 4 notes the sale was non-discretionary under the issuer's mandatory sell-to-cover policy and that the indirect holdings are held in a family trust for immediate-family beneficiaries.
Phreesia, Inc. insider David Linetsky reported sales of Common Stock to satisfy tax withholding on vested restricted stock units and under a trading plan. On 09/16/2025 he disposed of 2,165 shares in two non-discretionary sell-to-cover transactions at a weighted average price of $23.2844 per share, and on 09/17/2025 he disposed of 1,064 shares at $23.50 per share pursuant to a Rule 10b5-1 plan adopted 01/15/2025. After these transactions he beneficially owned 173,888 shares directly and 9,976 shares indirectly (by spouse). The Form 4 was signed by power of attorney on 09/18/2025.
Evan Roberts, President, Provider Solutions at Phreesia, Inc. (PHR), reported a sale of 3,761 shares of common stock on 09/16/2025 at a weighted-average price of $23.2844 per share. After the transaction, the reporting person beneficially owned 726,837 shares. The filing states the shares were disposed of in non-discretionary transactions under the issuer's mandatory sell-to-cover policy to satisfy tax withholding obligations related to the settlement of restricted stock units. The sale was signed via power of attorney on 09/18/2025.
Phreesia insider sale by SVP, Human Resources. Amy Beth VanDuyn sold 1,762 shares of Phreesia, Inc. (PHR) on 09/16/2025 at a weighted average price of $23.2844 per share. The filing shows 112,479 shares beneficially owned by the reporting person after the transaction, held directly. The sale was disclosed as a non-discretionary, mandatory sell-to-cover to satisfy tax withholding obligations related to the settlement of restricted stock units; proceeds were realized across multiple transactions at prices ranging from $22.83 to $23.69 per share. The Form 4 was signed by Power of Attorney on 09/18/2025.
Phreesia, Inc. (PHR) filed a Form 144 reporting a proposed sale of 93 common shares through Fidelity Brokerage Services with an aggregate market value of $2,226.29, slated for 09/18/2025. The filing shows those 93 shares were acquired by restricted stock vesting on 09/15/2025 (35 shares) and 09/16/2025 (58 shares) and were received as compensation. The issuer has 59,914,473 shares outstanding, so the proposed sale represents a de minimis fraction of the outstanding stock. The filing also lists multiple insider sales over the past three months, including larger transactions by David Linetsky (e.g., 23,729 shares on 06/27/2025 for $676,195.48). The notice includes the standard signer representations about absence of undisclosed material information.
Phreesia, Inc. submitted a Form 144 notice disclosing a proposed sale of 1,064 common shares through Fidelity Brokerage Services on 09/17/2025 with an aggregate market value of $25,004.00. The filing reports 59,914,473 shares outstanding. The 1,064 shares were acquired on 09/11/2025 under a restricted stock vesting arrangement and paid as compensation. The filing also lists multiple sales by Jessica Weiss and David Linetsky during the prior three months, including larger blocks by Mr. Linetsky (e.g., 23,729 shares for $676,195.48 on 06/27/2025). The notice includes the standard attestation that the seller does not possess undisclosed material adverse information.