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. (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.
Phreesia, Inc. reported an equity award to its Senior Vice President of Human Resources. The executive received 33,000 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 no purchase price when it vests. 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 continued service. After this grant, the reporting person beneficially owns 144,840 shares of Phreesia common stock in total.
Phreesia, Inc. reported a profitable quarter for the period ended October 31, 2025. Revenue rose to $120.3 million from $106.8 million a year earlier, driven by growth across subscription and related services, payment processing fees and network solutions. Net results improved from a net loss of $14.4 million to net income of $4.3 million, and year-to-date performance swung from a $52.1 million loss to $1.0 million of net income.
Cash and cash equivalents increased to $106.4 million from $84.2 million as of January 31, 2025, while total finance leases and other debt declined to $9.6 million. Stockholders’ equity grew to $320.3 million from $264.8 million, reflecting retained earnings improvement and additional paid-in capital from equity-based compensation and share issuances.
Subsequent to quarter-end, Phreesia completed the acquisition of AccessOne, a provider of healthcare receivables financing solutions, funded with cash and a new $110 million secured 364-day bridge term loan bearing interest at three month SOFR plus 4.00%, with a rate step-up every three months until its November 11, 2026 maturity. The company also has a $50 million secured revolving credit facility with Capital One and an authorized stock repurchase program for up to 2.5 million shares, though no repurchases occurred in the nine months ended October 31, 2025.
Phreesia, Inc. announced its financial results for the fiscal quarter ended October 31, 2025, by releasing a stakeholder letter and a press release on December 8, 2025. These materials, provided as exhibits to the report, give more detail on the company’s recent operating performance and business trends. The company also notes that the furnished materials are not treated as filed for liability purposes under securities laws unless specifically incorporated by reference elsewhere.
Greenhouse Funds LLLP, Greenhouse GP LLC, and Joseph Milano filed Amendment No. 1 to Schedule 13G reporting beneficial ownership of 3,882,527 shares (6.5%) of Phreesia, Inc. common stock. The filing lists shared voting power over 3,489,789 shares and shared dispositive power over 3,882,527 shares, with no sole voting or dispositive power. The date of event is 09/30/2025.
All reported securities are held by advisory clients of Greenhouse Funds LLLP, and the filing states that none of those clients may be deemed to beneficially own more than 5% of the class. The certification affirms the position is held in the ordinary course and not for the purpose of changing or influencing control of Phreesia.
Phreesia (PHR) completed the acquisition of AccessOne on November 12, 2025. AccessOne equityholders received approximately $163 million in cash. The purchase was funded by about $107 million of net proceeds from a new bridge loan, $50 million of cash on hand, and $6 million of cash acquired from AccessOne.
To support the deal, Phreesia closed a $110 million, 364‑day secured term “Bridge Loan” led by Goldman Sachs Bank USA. The loan bears interest at SOFR plus a margin and adds duration fees of 0.75%, 1.25%, and 1.50% if it remains outstanding past 90, 180, or 270 days. It matures on November 11, 2026, allows voluntary prepayment without penalty, and is subject to customary mandatory prepayments. Phreesia amended its Capital One ABL facility to treat the AccessOne deal as a Permitted Acquisition and the Bridge Loan as Permitted Indebtedness, and added a springing revolver termination aligned with the Bridge’s maturity. The company expects to refinance or replace the Bridge Loan with a long‑term facility. Required financial statements and pro formas will be filed within 71 days.
Phreesia (PHR): Schedule 13G/A (Amendment No. 9) — FMR LLC and Abigail P. Johnson reported beneficial ownership of 3,879,083.83 shares of Phreesia common stock, representing 6.5% of the class, with the Date of Event on 09/30/2025.
FMR reports sole voting power over 3,877,164.00 shares and sole dispositive power over 3,879,083.83 shares. Abigail P. Johnson reports sole dispositive power over 3,879,083.83 shares and no voting power. The filing states the securities were acquired and are held in the ordinary course of business and not to change or influence control.
Item 6 notes one or more other persons may have the right to receive dividends or sale proceeds, with no single person holding more than 5% of the class through such interests.
Phreesia (PHR) reported an insider transaction by a director. On 10/31/2025, the director acquired 441 shares of common stock at $22.64, reported as a grant tied to deferred stock units (DSUs) in lieu of a cash retainer. Following the transaction, the director beneficially owns 49,366 shares directly.
Per the DSU program, the underlying common stock is delivered 90 days after the director ceases board service and meets the “separation from service” standard under Section 409A.