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. amended its receivables financing facility for subsidiaries AccessOne Funding and AccessOne MedCard. The amendment increases the facility limit from $200,000,000 to $300,000,000 and extends the scheduled termination date from May 4, 2026 to April 30, 2029.
The changes also revise definitions, covenants, eligibility and concentration provisions, servicing fees and settlement mechanics. The concentration limit for Eligible Receivables tied to lower-rated or unrated Providers was raised from 5.00% to 15.00% of the aggregate Securitization Value, subject to administrative agent approval.
Phreesia, together with AccessOne Holdings, entered into an Amended and Restated Performance Guaranty, adding Phreesia as a joint and several co‑guarantor of AccessOne MedCard’s performance obligations under the receivables program. Other guaranty terms remain consistent with the original structure and do not guarantee collection of pool receivables.
Phreesia Inc ownership filing: Vanguard Portfolio Management reports beneficial ownership of 3,484,358 shares of common stock, equal to 5.77% of the class as of 03/31/2026. Vanguard states sole dispositive power over these shares and sole voting power for 149,237 shares; the position represents holdings managed on behalf of funds and client accounts.
Phreesia, Inc. Principal Accounting Officer Yvonne Hui reported an open-market sale of the company’s common stock. On April 17, 2026, she sold 1,327 shares at $9.28 per share. Following this transaction, she directly holds 24,664 shares of Phreesia common stock.
The sale was carried out under a pre-arranged Rule 10b5-1 trading plan that Ms. Hui adopted on January 15, 2026, indicating the trade was scheduled in advance rather than made on an ad hoc basis.
Phreesia, Inc. General Counsel & Secretary Allison C. Hoffman reported an open-market sale of 6,176 shares of Common Stock at $9.06 per share on 2026-04-20. After this transaction, she directly owns 157,309 shares. The sale was made under a pre-arranged Rule 10b5-1 trading plan adopted on December 19, 2025.
Phreesia, Inc. executive David Linetsky reported routine equity compensation-related activity in company stock. The filing shows a tax-withholding disposition of 229 shares of common stock at $9.17 per share, withheld by the company to cover tax obligations on vested restricted stock units rather than sold in the market.
After these events, Linetsky holds 224,056 common shares directly and 12,134 common shares indirectly through his spouse, indicating that the filing primarily reflects ongoing compensation and tax management, not discretionary buying or selling.
PHR reported insider resale activity under Form 144. The filing lists resale notices for Common Stock showing 6,176 shares tied to a sale date of 03/23/2026 and 14,483 shares tied to a sale date of 04/10/2026. The record also lists prior restricted stock vesting entries of 201 shares on 06/30/2023 and 5,975 shares on 01/15/2025.
Phreesia, Inc. Principal Accounting Officer Yvonne Hui reported multiple transactions in the company’s common stock. On April 15 and 16, 2026, a total of 1,310 shares were withheld at prices of $8.56 and $9.17 to cover tax obligations on restricted stock unit settlements; these do not represent sales by her.
On April 16, 2026, she executed an open-market sale of 10,063 shares at $9.08 per share pursuant to a Rule 10b5-1 trading plan adopted on January 15, 2026. Following these transactions, Hui directly holds 25,991 shares of Phreesia common stock.
PHR Rule 144 notice shows a planned sale tied to restricted stock vesting and recent dispositions. The filing lists 1,327 shares associated with a Restricted Stock Vesting event dated 04/16/2026, and reports a sale of 10,063 shares on 04/16/2026.
The broker listed is Fidelity Brokerage Services LLC at the disclosed address; dollar values $12,314.56 and $91,372.04 appear in the form.
Fidelity Brokerage Services LLC submitted a Form 144 related to proposed sales of Common Stock on 04/16/2026 in connection with restricted stock vesting and compensation. The notice lists vesting-related lots dated 09/11/2025, 04/06/2026, and 04/13/2026 with specified share amounts.
Phreesia, Inc. Chief Financial Officer Balaji Gandhi reported an automatic share disposition related to taxes, not an open-market trade. On the settlement of restricted stock units, 25,382 shares of common stock were withheld by the company at $9.15 per share to cover tax withholding obligations. After this transaction, Gandhi directly holds 156,931 shares of Phreesia common stock.