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, President, Network Solutions at Phreesia, Inc. (PHR), reported grants of fully vested Restricted Stock Units on 09/11/2025. The filing shows the Reporting Person acquired 3,115 shares beneficially (RSUs converted in lieu of 50% of his cash bonus) and, indirectly through his spouse, 259 shares (RSUs converted in lieu of 50% of his spouse's cash bonus). The RSUs were calculated at $25.48 per share (the closing stock price on the grant date) and reflect an election to convert cash bonuses into RSUs at 115% of the earned amount. Following the reported transactions, the filing shows 177,117 shares beneficially owned directly and 9,976 shares indirectly. The Form 4 is signed by power of attorney on 09/15/2025.
Chaim Indig, Chief Executive Officer and Director of Phreesia, Inc. (PHR), reported a non-derivative acquisition on 09/11/2025. The report shows 10,696 restricted stock units (RSUs) were granted and treated as acquired, representing awards in lieu of the CEO's cash bonus for the first half of the fiscal year ending January 31, 2026. The Reporting Person elected to convert the cash bonus into RSUs at 115% of the earned amount, using a per-share value of $25.48 (the closing share price on 09/11/2025). After the transaction the filing reports 1,262,099 shares directly beneficially owned and 255,000 shares indirectly held through the Indig Dynasty Trust. The RSU shares (net of tax-withholding sales) must be held until the earlier of the one-year anniversary of grant or a Sale Event. The Form 4 was signed by power of attorney on 09/15/2025.
Evan Roberts, President, Provider Solutions at Phreesia, Inc. (PHR) reported a non-derivative acquisition on 09/11/2025 of 6,230 shares of common stock in the form of Restricted Stock Units (RSUs). The filing shows the RSUs vested on the grant date and were granted in lieu of a cash bonus earned for the first half of the fiscal year ending January 31, 2026 after the Reporting Person elected to convert the bonus into RSUs at 115% of the earned cash amount.
The grant used a per-share value of $25.48, the closing price on 09/11/2025. After the transaction the Reporting Person beneficially owned 730,598 shares. Shares underlying the RSUs (other than those sold non-discretionarily to cover taxes) must be held until the earlier of the one-year anniversary of the grant or a Sale Event as defined in the company plan. The Form 4 was signed on 09/15/2025 by Allison Hoffman by power of attorney for Evan Roberts.
Phreesia insider equity award converted from earned cash bonus into RSUs. The reporting person, Allison C. Hoffman (General Counsel & Secretary and officer/director), received 5,192 restricted stock units on 09/11/2025 that were fully vested as of the grant date. These RSUs were issued in lieu of a cash bonus under the company’s Senior Executive Cash Incentive Bonus Plan at 115% of the earned cash amount, using a per-share value of $25.48. Following the transaction, Ms. Hoffman beneficially owned 142,170 shares of Phreesia common stock.
Phreesia, Inc. insider Balaji Gandhi, the company's Chief Financial Officer, reported an acquisition of equity on 09/11/2025. The filing shows 6,230 Restricted Stock Units (RSUs) were acquired and fully vested as of the grant date. These RSUs were issued in lieu of the Reporting Person's cash bonus earned for the first half of the fiscal year ending January 31, 2026 under the company's Senior Executive Cash Incentive Bonus Plan, and the Reporting Person elected to convert the cash bonus into RSUs at 115% of the earned bonus. The RSU grant was calculated using a per-share value of $25.48, the closing price of Phreesia common stock on 09/11/2025. After the reported transaction, the Reporting Person beneficially owned 103,308 shares. The Form 4 was signed by an attorney-in-fact on behalf of Balaji Gandhi and filed on 09/15/2025.
Phreesia insider Yvonne Hui received 2,388 restricted stock units (RSUs) on 09/11/2025, increasing her beneficial ownership to 31,578 shares. The RSUs vested in full as of the grant date and were issued in lieu of the reporting person's cash bonus for the first half of the fiscal year ending January 31, 2026 under Phreesia's Senior Executive Cash Incentive Bonus Plan. Ms. Hui elected to convert the earned cash bonus into RSUs equal to 115% of the cash amount; the RSU grant count was calculated using the closing share price of $25.48 on September 11, 2025. The Form 4 was signed by an attorney-in-fact on behalf of Ms. Hui on 09/15/2025.
Phreesia, Inc. reported solid year-over-year growth for the quarter ended July 31, 2025, with total revenue of $117.3 million, up 15% from $102.1 million a year earlier, and $233.2 million for the six months, also up 15% from prior-year. The company produced a small GAAP net income of $0.7 million in the quarter versus a loss of $18.0 million a year ago, and reduced its six-month net loss to $3.3 million from $37.7 million. Adjusted EBITDA improved materially to $22.1 million for the quarter and $42.9 million year-to-date. Operating cash flow strengthened to $14.8 million for the quarter and $29.7 million for six months, with free cash flow positive at $9.6 million and $17.1 million, respectively. Cash and equivalents totaled $98.3 million at quarter end, and management expects liquidity to cover operations for at least 12 months, aided by a $50 million Capital One revolving facility and a subsequent $160 million definitive agreement to acquire AccessOne, to be funded with cash and a Bridge Loan.
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.