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 (PHR) Form 4: Principal Accounting Officer Yvonne Hui reported a small insider transaction. On 10/15/2025, she sold 302 shares of Phreesia common stock in non-discretionary sell-to-cover trades to satisfy tax withholding related to restricted stock unit settlement. The weighted average sale price was $23.048 per share, with individual trades ranging from $22.84 to $23.265. After these transactions, her beneficial ownership stands at 30,336 shares, held directly.
PHR filed a Form 144 disclosing a proposed sale of 639 shares of common stock with an aggregate market value of $14,288.81, expected around 10/17/2025. The shares were acquired on 10/14/2025 via restricted stock vesting as compensation. The planned transaction lists Fidelity Brokerage Services LLC as broker and names the NYSE as the exchange.
The notice also lists recent sales by the same seller, including 640 shares on 07/17/2025 for $17,206.91, 18,573 shares on 08/25/2025 for $564,055.11, and 1,762 shares on 09/16/2025 for $41,027.11.
Phreesia (PHR): Form 144 filed for a planned sale of common stock. Evan Roberts filed a notice to sell 1,888 shares of Phreesia common stock through Fidelity Brokerage Services on the NYSE, with an approximate sale date of 10/17/2025 and an aggregate market value of $42,217.95.
The shares were acquired on 10/14/2025 via restricted stock vesting from the issuer as compensation. In the past three months, the filer reported sales of 1,892 shares on 07/17/2025 for $50,867.93, 45,147 shares on 08/27/2025 for $1,445,601.82, 3,400 shares on 08/28/2025 for $110,369.37, and 3,761 shares on 09/16/2025 for $87,572.63.
Phreesia (PHR) received a Form 144 notice indicating a planned sale of 302 shares of common stock, with an aggregate market value of $6,960.50. The planned transaction lists Fidelity Brokerage Services LLC as broker, an approximate sale date of 10/15/2025, and the NYSE as the exchange. Shares outstanding were 59,914,473 at the time shown in the notice.
The seller acquired these 302 shares on 10/13/2025 via restricted stock vesting as compensation. The filing also lists recent sales in the past three months, including 307 shares on 07/15/2025 for $8,371.83 and 940 shares on 09/16/2025 for $21,887.34.
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.
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 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.
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.
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 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.
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.