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 insider sale under 10b5-1 plan. David Linetsky, President, Network Solutions, reported selling 17,445 shares of Phreesia common stock on 08/22/2025 at a weighted-average price of $29.7324 per share (sales ranged from $29.64 to $29.94). The filing states the sale was executed pursuant to a Rule 10b5-1 trading plan adopted January 15, 2025.
After the reported sale, Linetsky beneficially owned 174,002 shares directly and 9,717 shares indirectly through his spouse. The filing discloses the price range and offers to provide the breakdown of shares sold at each price on request, reflecting disclosure and compliance with SEC reporting rules.
Phreesia, Inc. (PHR) filed a Form 144 notifying a proposed sale of 18,573 common shares valued at $564,055.11, with an approximate sale date of 08/25/2025 on the NYSE through Fidelity Brokerage Services LLC. The filing lists the shares being sold as previously acquired through restricted stock vesting between Jan 15, 2022 and Jan 15, 2023, with individual vesting lots totaling 18,573 shares. The filer also reported a recent sale on 07/17/2025 of 640 shares for $1,206.91. The notice includes the standard representation that the seller is not aware of undisclosed material adverse information.
Phreesia, Inc. filing a Form 144 discloses a proposed sale of 9,583 common shares with an aggregate market value of $287,550.07 to be sold on 08/25/2025 on the NYSE. The filing reports 59,504,269 shares outstanding for the issuer, and identifies the broker as Fidelity Brokerage Services LLC.
The document also details recent restricted stock vesting events that produced the shares to be sold: grants vested on 07/14/2024 (170 shares), 03/24/2025 (3,530), 04/04/2025 (4,820), 04/14/2025 (543) and 07/14/2025 (520). It discloses one sale during the past three months: 886 shares sold on 07/17/2025 for $23,820.82.
Form 144 notice for Phreesia, Inc. (PHR) related activity. The filing reports a proposed Rule 144 sale of 10,000 common shares through Fidelity Brokerage Services with an aggregate market value of $300,000, to be sold approximately on 08/25/2025 on the NYSE. The shares correspond to two option grants originally awarded on 03/01/2018 (6,887 shares) and 03/27/2019 (3,113 shares), with cash payment noted. The filer previously sold a combined 10,000 shares on 06/09/2025 and 06/10/2025 for gross proceeds of $275,011.73. The signer certifies no undisclosed material adverse information.
Phreesia, Inc. Form 144 shows a proposed sale of 17,445 shares of common stock through Fidelity Brokerage Services with an aggregate market value of $518,681.81, and an approximate sale date of 08/22/2025 on the NYSE. The filing lists the acquisition history for the shares sold, all noted as restricted stock vesting between April 2022 and April 2023, paid as compensation.
The form also discloses recent sales by insiders in the past three months, including multiple small sales by Jessica Weiss and larger sales by David Linetsky (notably 23,729 shares for $676,195.48 on 06/27/2025). The filer certifies no undisclosed material adverse information at signature.
Phreesia, Inc. (PHR) Form 4 shows David Linetsky reported dispositions of Phreesia common stock. The filing discloses a small, specified sale of 78 shares executed as non-discretionary transactions under the issuer's mandatory sell-to-cover policy to satisfy tax withholding on restricted stock unit settlement; the weighted-average price reported for those shares is $29.1555, with execution prices ranging from $28.77 to $29.40. The filing also reports a separate disposition of 191,447 shares. After the reported transactions, the filing indicates the reporting person beneficially owns 9,717 shares indirectly through a spouse.
Form 144 notice for Phreesia, Inc. (PHR) discloses a proposed sale of 78 restricted common shares by an insider through Fidelity Brokerage Services with an aggregate market value of $2,274.13, with an approximate sale date of 08/18/2025 on the NYSE. The shares were acquired on 08/15/2025 via restricted stock vesting and were paid as compensation. The filing also lists prior insider sales in the past three months: Jessica Weiss sold 42 and 67 shares on 06/17/2025 and 06/18/2025 respectively, and David Linetsky sold 23,729 shares on 06/27/2025 and 2,063 shares on 07/17/2025, with gross proceeds shown for each sale. The filer certifies no undisclosed material adverse information and includes the statutory warning about intentional misstatements.
Capital International Investors reports beneficial ownership of 3,134,872 shares of Phreesia, Inc., representing 5.3% of the approximately 59,504,269 shares outstanding. The filing states that CII, a division of Capital Research and Management Company and its investment management affiliates, is deemed the beneficial owner through its investment management entities.
The filing indicates CII holds sole voting and sole dispositive power over these shares and includes a certification that the securities are held in the ordinary course of business and not to influence control. The filing also names SMALLCAP World Fund, Inc. in connection with ownership on behalf of another person.
Champlain Investment Partners, LLC reported a Schedule 13G disclosing a passive stake in Phreesia, Inc. The firm beneficially owns 2,724,553 shares, equal to 4.6% of the outstanding class. Champlain reports sole dispositive power over all 2,724,553 shares and sole voting power over 1,742,028 shares, with no shared voting or dispositive power. The filing identifies the reporting person as an investment adviser and includes a certification that the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
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