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. insider activity: President, Network Solutions David Linetsky reported a small automatic sale of company stock related to tax withholding. On December 17, 2025, 94 shares of Phreesia common stock were sold in a non-discretionary transaction under the company’s mandatory sell-to-cover policy to satisfy tax obligations from the settlement of restricted stock units. The weighted average sale price was $16.4863 per share, based on multiple trades between $16.26 and $16.59.
Following this transaction, the filing reports 9,789 shares held indirectly through the reporting person’s spouse and 237,829 shares held directly. The sale was executed as part of a structured policy rather than a discretionary open-market decision.
Phreesia, Inc. officer Evan Roberts, President, Provider Solutions, reported stock option exercises that increased his direct common stock holdings. On 12/17/2025, he exercised options to acquire 44,935 shares of common stock at an exercise price of $4.71 per share and another 5,065 shares at $8.03 per share.
Following these transactions, Roberts directly beneficially owned 840,949 shares of Phreesia common stock. After the exercises, one option grant covering 44,935 shares was fully used, and another grant covering 5,065 shares remained outstanding as part of a larger option position of 17,690 derivative securities. The filing notes that the exercised option was fully vested and exercisable as of the transaction date.
Phreesia, Inc. reported a small insider stock sale by an officer identified as the Principal Accounting Officer. On December 17, 2025, this officer sold 426 shares of Phreesia common stock at a price of $16.25 per share. After this transaction, the officer beneficially owned 29,910 shares of common stock held directly.
The company notes that this trade was carried out under a Rule 10b5-1 trading plan, which the reporting person adopted on September 16, 2025. Such plans are pre-arranged trading programs designed to allow insiders to sell shares over time according to predetermined instructions.
A shareholder of PHR filed a Rule 144 notice to sell 94 shares of common stock through Fidelity Brokerage Services LLC on the NYSE.
The shares to be sold were acquired on 12/16/2025 via restricted stock vesting as compensation, with an aggregate market value of $1,549.72. The filing reports 60,287,003 common shares outstanding. Over the past three months, disclosed sales include 1,064 and 2,059 shares by David Linetsky for gross proceeds of $25,004.00 and $46,041.71, and 93 shares by Jessica Weiss for $2,226.29.
A holder of PHR common stock has filed a Rule 144 notice to sell 426 shares through Fidelity Brokerage Services on the NYSE, with an aggregate market value of $6,922.50. The sale is expected to occur around 12/17/2025, and the disclosure notes that there were 60,287,003 common shares outstanding.
The shares to be sold were acquired on 10/13/2025 via restricted stock vesting from the issuer as compensation. Over the prior three months, the seller, Yvonne Hui, reported selling 302 common shares on 10/15/2025 for gross proceeds of $6,960.50. By signing the notice, the seller represents that they are not aware of any material adverse information about the issuer that has not been publicly disclosed.
Phreesia, Inc. reported an equity grant to its Chief Financial Officer, Balaji Gandhi. On December 5, 2025, Gandhi received 66,000 shares of Phreesia common stock in the form of Restricted Stock Units (RSUs) under the company’s 2019 Stock Option and Incentive Plan at a grant price of $0 per share. Following this grant, he beneficially owned 164,240 shares of Phreesia common stock directly.
The RSUs vest over four years based on continued service: 10% on December 5, 2026, 20% on December 5, 2027, 30% on December 5, 2028, and 40% on December 5, 2029. Each vested RSU converts into one share of common stock if Gandhi remains with the company through the applicable vesting date. The grant was approved by Phreesia’s Compensation Committee on October 1, 2025.
Phreesia, Inc. reported that its General Counsel & Secretary, Allison C. Hoffman, received an equity grant in the form of restricted stock units (RSUs). On 12/05/2025, she was awarded 45,000 RSUs of Phreesia common stock at a price of $0 per share under the Phreesia, Inc. 2019 Stock Option and Incentive Plan, increasing her directly held beneficial ownership to 180,737 shares.
The grant vests over four years based on continued service: 10% of the RSUs vest on December 5, 2026, 20% on December 5, 2027, 30% on December 5, 2028 and 40% on December 5, 2029. Each vested RSU will convert into one share of common stock, aligning a portion of the executive’s compensation with the company’s long-term performance. The award was approved by the Compensation Committee of the Board of Directors on October 1, 2025.
Phreesia, Inc. (PHR) CEO and director Chaim Indig reported a new equity award of 130,000 restricted stock units (RSUs). The grant was made on December 5, 2025 under the Phreesia, Inc. 2019 Stock Option and Incentive Plan at a price of $0 per unit, reflecting a standard stock-based compensation award rather than a market purchase.
Each RSU represents a contingent right to receive one share of Phreesia common stock. The RSUs vest over four years, with 10% vesting on December 5, 2026, 20% on December 5, 2027, 30% on December 5, 2028, and 40% on December 5, 2029, conditioned on Indig’s continued service with the company through each vesting date. Following this award, he beneficially owns 1,382,608 shares directly and 255,000 shares indirectly through the Indig Dynasty Trust, whose beneficiaries are members of his immediate family.
Phreesia, Inc. executive David Linetsky, President, Network Solutions, reported receiving 66,000 restricted stock units (RSUs) of Phreesia common stock on December 5, 2025 under the company’s 2019 Stock Option and Incentive Plan. Each RSU represents the right to receive one share of common stock at vesting.
The award vests over four years: 10% on December 5, 2026, 20% on December 5, 2027, 30% on December 5, 2028, and 40% on December 5, 2029, subject to his continued service with the company. After this grant, Linetsky beneficially owns 237,829 shares directly and 9,883 shares indirectly through his spouse. The RSU grant was approved by the Compensation Committee on October 1, 2025.
Phreesia, Inc. reported that its officer, the President of Provider Solutions, received a grant of 66,000 restricted stock units (RSUs) of Phreesia common stock on December 5, 2025. Each RSU represents the right to receive one share of common stock, bringing the officer’s total beneficial ownership to 790,949 shares after this grant.
The RSUs vest over four years, with 10% vesting on December 5, 2026, 20% on December 5, 2027, 30% on December 5, 2028, and 40% on December 5, 2029, assuming continued service with the company. The grant was approved by the Compensation Committee under Phreesia’s 2019 Stock Option and Incentive Plan and was reported as an acquisition at a price of $0 per share, consistent with standard RSU awards.