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. executive David Linetsky, President, Network Solutions, reported a Form 4 showing a small, non-market disposition of shares. On August 14, 2026, 182 shares of Phreesia common stock held indirectly by his spouse were withheld by the company at a price of $12.28 per share to satisfy tax withholding obligations upon settlement of Restricted Stock Units. This event did not involve an open-market sale. After this withholding, his spouse’s indirect holdings were 11,883 shares, and his reported direct holdings were 224,056 shares of common stock.
AQR Capital Management, LLC and AQR Capital Management Holdings, LLC report beneficial ownership of Phreesia, Inc. common stock on a Schedule 13G. The filing states that the entities together beneficially own 3,151,453 shares of common stock, representing 5.10% of the class.
Both entities report shared voting power over 3,129,444 shares and shared dispositive power over 3,151,453 shares, with no sole voting or sole dispositive power. AQR Capital Management, LLC is described as a wholly owned subsidiary of AQR Capital Management Holdings, LLC.
Munson Gillian reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. director Gillian Munson received an equity award equivalent to 685 shares of common stock on July 31, 2026 at a reported $10.73 per share, bringing her direct holdings to 66,789 shares. The award reflects her election to receive deferred stock units instead of a cash retainer, with shares delivered after board service ends or five years from grant, whichever occurs first.
Goldstein Lainie reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. director Lainie Goldstein received an equity-based director fee on July 31, 2026, through a grant of 377 deferred stock units tied to common stock at a reported price of $10.73 per share. The units were granted under Phreesia’s Non-Employee Director Deferred Compensation Program in lieu of a quarterly cash retainer, increasing her reported direct holdings to 70,862 shares. Under the program, the underlying common stock is issued 90 days after she leaves the board and has a qualifying separation from service under Section 409A.
Phreesia, Inc. executive David Linetsky, President, Network Solutions, reported equity activity involving common stock. On 2026-07-15, 69 shares of common stock held indirectly through his spouse were withheld by Phreesia at $10.76 per share to satisfy tax withholding obligations in connection with the settlement of restricted stock units, and this did not represent a sale by him or his spouse. After these transactions, he reported 224,056 shares held directly and 12,065 shares held indirectly through his spouse.
Phreesia, Inc. Principal Accounting Officer Yvonne Hui reported two transactions in Common Stock. On July 15, 2026, 937 shares were withheld by the company at $10.76 per share to satisfy tax withholding obligations on the settlement of restricted stock units, and this did not represent a sale. On July 16, 2026, she sold 1,247 shares at $10.92 per share in an open-market or private transaction pursuant to a Rule 10b5-1 trading plan adopted on January 15, 2026, leaving 21,724 shares held directly.
Phreesia, Inc. director Lisa Egbuonu-Davis reported an open-market sale of 536 shares of Common Stock on July 14, 2026 at $10.70 per share. The trade was executed under a Rule 10b5-1 trading plan adopted on December 16, 2025, and she now holds 37,780 shares directly.
Yvonne Hui has filed a notice covering the potential sale of 1,247 shares of PHR common stock through Fidelity Brokerage Services LLC on the NYSE, with an aggregate value of $13,617.24. The shares relate to restricted stock vesting from the issuer on July 15, 2026 as compensation, and the filing also lists several prior common-stock sales over the past three months.
Lisa C. Egbuonu-Davis submitted a notice to potentially sell 536 shares of PHR common stock through Fidelity Brokerage Services LLC on 07/14/2026, following the vesting of 536 restricted shares on 07/13/2026 as compensation from the issuer.
She also sold 2,546 common shares on 06/25/2026 for total proceeds of 24,263.38.
Phreesia, Inc. principal accounting officer Yvonne Hui reported an open-market sale of 1,371 shares of Common Stock on July 6, 2026 at an average price of $10.84 per share. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan adopted on January 15, 2026, indicating it was scheduled in advance rather than timed discretionarily.
Following this sale, Hui directly owns 23,908 shares of Phreesia common stock. The filing shows a single net-sell transaction with no derivative exercises or tax-related share withholdings, suggesting a relatively small, routine disposition compared with her remaining equity position.