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.
On July 2, 2025, Phreesia, Inc. (PHR) director Mark Douglas Smith filed a Form 4 disclosing an option exercise and immediate share sale under a pre-arranged Rule 10b5-1 plan.
- Option exercise (Code M): 7,000 shares converted at an exercise price of $4.71.
- Open-market sale (Code S): the same 7,000 shares sold at $29.00 per share, generating roughly $203k gross proceeds.
- After the transactions, Smith’s direct ownership declined from 44,353 to 37,353 common shares.
- The underlying stock option was fully vested and would have expired on September 4, 2028; no derivative holdings remain related to this grant (51,193 total derivative securities now held).
The activity represents a 15.8 % reduction in Smith’s directly held shares. Because the sale was executed pursuant to a 10b5-1 plan adopted on January 10, 2025, market-timing concerns are mitigated, although investors may still view insider net selling as a modest negative signal.
Phreesia Director Mark Douglas Smith has been granted 6,700 Restricted Stock Units (RSUs) on June 25, 2025, at a price of $27.61 per unit. Following this transaction, Smith owns a total of 37,353 shares directly.
Key details of the RSU grant:
- Vesting occurs at the earlier of June 25, 2026, or the next annual stockholders' meeting
- Smith has elected to defer the grant under Phreesia's Non-Employee Director Deferred Compensation Program
- Distribution of underlying common stock will occur either 90 days after board service termination and separation, or five years from grant date
The transaction was executed under Phreesia's 2019 Stock Option and Incentive Plan, with each RSU representing the right to receive one share of common stock. The filing was signed by Allison Hoffman via Power of Attorney on June 27, 2025.
Form 4 overview: On 06/25/2025 Phreesia, Inc. (ticker: PHR) director Lainie Goldstein reported the acquisition of 6,700 Restricted Stock Units (RSUs) at an indicated grant price of $27.61 per underlying share. Following the award, Goldstein now beneficially owns 48,555 shares of Phreesia common stock in direct ownership form.
Key grant terms:
- The RSUs were issued under the company’s 2019 Stock Option and Incentive Plan.
- Vesting occurs in full upon the earlier of (i) 25 June 2026 or (ii) the next annual shareholder meeting.
- The director elected to defer settlement under Phreesia’s Non-Employee Director Deferred Compensation Program; common stock will be delivered 90 days after she ceases board service and meets the Section 409A “separation from service” definition.
Observations: • The filing reflects a routine, plan-based equity grant—no shares were sold. • Beneficial ownership increases, albeit modestly, suggesting alignment of director incentives with shareholders. • No derivative securities were reported in Table II. • No other transactions, liabilities, or amendments were disclosed.
Phreesia director Michael Weintraub received 6,700 Restricted Stock Units (RSUs) on June 25, 2025, at a price of $27.61 per unit. Following this transaction, Weintraub's holdings include:
- 158,229 shares held directly
- 30,795 shares held indirectly through Michael Weintraub 2023 Qualified Annuity Trust
- 6,703 shares held indirectly through Weintraub Family 2017 Irrevocable Trust
The newly granted RSUs will fully vest upon the earlier of June 25, 2026 or the next annual stockholders' meeting. The RSUs were issued under Phreesia's 2019 Stock Option and Incentive Plan. For the trust holdings, Weintraub disclaims beneficial ownership except for his pecuniary interest. The filing was signed by Allison Hoffman via power of attorney on June 27, 2025.
Phreesia director Gillian Munson has been granted 6,700 Restricted Stock Units (RSUs) on June 25, 2025, with a value of $27.61 per unit. Following this transaction, Munson now beneficially owns 44,174 shares directly.
Key terms of the RSU grant:
- Vesting occurs at the earlier of June 25, 2026 or the next annual stockholders' meeting
- Director has elected to defer the grant under the Non-Employee Director Deferred Compensation Program
- Common stock will be received either 90 days after board service termination or 5 years from grant date
The RSUs were issued under the company's 2019 Stock Option and Incentive Plan, with each unit representing the right to receive one share of common stock. The filing was signed by Allison Hoffman as attorney-in-fact for Gillian Munson.
Director Ramin Sayar of Phreesia received a new equity grant of 6,700 Restricted Stock Units (RSUs) on June 25, 2025, with a value of $27.61 per share. Following this transaction, Sayar now beneficially owns 33,435 shares directly.
The RSUs were granted under Phreesia's 2019 Stock Option and Incentive Plan and will fully vest upon the earlier of June 25, 2026 or the next annual stockholders' meeting. Each RSU represents the right to receive one share of common stock upon vesting.
This Form 4 filing, signed by Allison Hoffman via Power of Attorney on June 27, 2025, reflects standard director compensation practices through equity-based awards, aligning the director's interests with those of shareholders.