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) reported that Amy Beth VanDuyn, SVP, Human Resources, had 2,876 shares of common stock withheld on September 18, 2026 to satisfy tax withholding obligations related to the settlement of restricted stock units. The company states this did not represent a sale, and VanDuyn now holds 260,521 shares directly.
Phreesia, Inc. (PHR) reported that Evan Roberts, President, Provider Solutions, had 4,476 shares of common stock withheld on September 18, 2026 to satisfy tax withholding obligations related to the settlement of restricted stock units. This withholding did not involve an open-market sale, and Roberts held 1,038,138 shares directly after the transaction. No Rule 10b5-1 trading plan is reported for this withholding event.
Phreesia, Inc. (PHR) reported that David Linetsky, President, Network Solutions, had shares of common stock withheld on September 18, 2026 to satisfy tax withholding obligations from the settlement of restricted stock units. The issuer withheld 4,475 shares from his direct holdings and 319 shares from shares held by his spouse; these withholdings are explicitly described as not being sales. After these transactions, Linetsky held 419,694 shares directly and 22,267 shares indirectly through his spouse, and no Rule 10b5-1 trading plan is reported.
Phreesia, Inc. (PHR) reported that its General Counsel & Secretary, Allison C. Hoffman, made equity-related transactions in the company’s common stock. On September 18, 2026, 7,401 shares were withheld by Phreesia at $10.42 per share to satisfy tax withholding obligations tied to the settlement of restricted stock units, which the company states does not represent a sale by Ms. Hoffman.
On September 21, 2026, Ms. Hoffman sold 6,662 shares of common stock at $10.08 per share in a transaction described as a sale in the open market or a private transaction. This sale was effected pursuant to a Rule 10b5-1 trading plan adopted by Ms. Hoffman on December 19, 2025.
Phreesia, Inc. (PHR) received a notice under Rule 144 for a planned sale of common stock by Allison C. Hoffman. A brokerage account at Fidelity Brokerage Services LLC is listed to sell 6,662 shares of Phreesia common stock on September 21, 2026, with an indicated aggregate value of $67,152.96 on the New York Stock Exchange. The shares relate to restricted stock that vested on September 14, 2026 and are being sold for compensation-related purposes.
Phreesia, Inc. (PHR) reported that Evan Roberts, President, Provider Solutions, received an award of 8,113 shares of Common Stock on September 14, 2026, in the form of fully vested Restricted Stock Units (RSUs) granted at no cost to him. These RSUs were issued in lieu of 50% of his cash bonus for the first half of the fiscal year ending January 31, 2027, under the company’s Senior Executive Cash Incentive Bonus Plan, reflecting his election to convert that cash bonus into RSUs representing 115% of the earned cash amount, using a per share value of $10.42, the closing price of Phreesia common stock on September 14, 2026. Following this grant, Roberts directly holds 1,042,614 shares of Phreesia common stock.
Phreesia, Inc. (PHR) reported that David Linetsky, President, Network Solutions, acquired a total of 8,816 shares of common stock on September 14, 2026 through fully vested Restricted Stock Units (RSUs), consisting of 8,113 RSUs held directly and 703 RSUs held indirectly through his spouse, all received in lieu of portions of cash bonuses.
Phreesia, Inc. (PHR) reported that officer Amy Beth VanDuyn, SVP, Human Resources, acquired 6,490 shares of common stock on September 14, 2026 through a grant of fully vested Restricted Stock Units. These RSUs were received in lieu of 50% of her cash bonus for the first half of the fiscal year ending January 31, 2027, based on a per-share value of $10.42, the closing price of Phreesia’s common stock on the grant date. Following this award, she directly holds 263,397 shares of Phreesia common stock, and no Rule 10b5-1 trading plan is reported.
Phreesia, Inc. (symbol: PHR) is the issuer of record for a Form 4 filing submitted to the SEC. Hoffman Allison C reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. (PHR) reported that General Counsel & Secretary Allison C. Hoffman received an equity award of 14,063 Restricted Stock Units (RSUs) on September 14, 2026. The RSUs were fully vested at grant and were issued in lieu of a cash bonus under the company’s Senior Executive Cash Incentive Bonus Plan, based on a per-share value of $10.42. Following this award, Hoffman directly owns 280,637 shares of Phreesia common stock. No Rule 10b5-1 trading plan is reported for this transaction.
Phreesia, Inc. (symbol: PHR) is the issuer of record for a Form 4 filing submitted to the SEC. Linetsky David reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. (PHR) reported that David Linetsky, President, Network Solutions, received equity-based compensation in the form of restricted stock units (RSUs) on September 1, 2026. He was granted 192,000 RSUs directly, increasing his directly held common stock (including RSUs) to 416,056 shares after the award. In a separate award reported as indirect ownership "by spouse," his spouse received 10,000 RSUs, bringing her indirectly held position to 21,883 shares after the transaction.
All RSUs were granted under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of common stock and will vest in five substantially equal annual installments beginning on September 1, 2027, subject to continued service (for the spouse’s award, the spouse’s continued service). No Rule 10b5-1 trading plan is reported for these awards.