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.
VanDuyn Amy Beth reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. SVP of Human Resources Amy Beth VanDuyn received a grant of 20,751 shares of Common Stock on April 6, 2026. These shares represent fully vested Restricted Stock Units awarded instead of a cash bonus for the fiscal year ending January 31, 2026.
The RSUs were granted at a per share value of $9.15, equal to the closing stock price on April 6, 2026, and represent 115% of the earned cash bonus amount under Phreesia's Senior Executive Cash Incentive Bonus Plan. After this award, VanDuyn directly holds 178,100 shares of Phreesia common stock.
Roberts Evan reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. executive Evan Roberts, President, Provider Solutions, received an award of 35,573 shares of Common Stock on April 6, 2026. These fully vested Restricted Stock Units were granted in lieu of his cash bonus for the fiscal year ending January 31, 2026.
The RSUs were valued using a per share price of $9.15, equal to the closing price of Phreesia’s stock on the grant date, and represent 115% of his earned cash bonus amount. After this grant, Roberts directly holds 862,127 shares of Phreesia common stock.
The shares underlying these RSUs, other than any withheld for taxes, must be held until the earlier of the one-year anniversary of the grant date or a Sale Event under Phreesia’s 2019 Stock Option and Incentive Plan.
Phreesia, Inc. executive David Linetsky reported the acquisition of fully vested Restricted Stock Units (RSUs) granted in lieu of cash bonuses. He received 17,786 shares of common stock on April 6, 2026 as compensation under the Senior Executive Cash Incentive Bonus Plan, based on a per share value of $9.15.
Following this grant, he directly holds 241,842 shares of common stock. An additional 2,209 RSUs, also fully vested and granted on the same terms, were awarded in lieu of 50% of his spouse’s cash bonus, bringing indirect holdings to 13,277 shares held by his spouse.
Indig Chaim reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. CEO Chaim Indig received a grant of 61,068 shares of common stock in the form of fully vested Restricted Stock Units. These RSUs were awarded in lieu of his cash bonus for the fiscal year ending January 31, 2026 under the Senior Executive Cash Incentive Bonus Plan.
The grant represents 115% of his earned cash bonus amount, based on a per share value of $9.15, the closing price on April 6, 2026. After the award, he directly holds 1,422,603 shares, and a family trust associated with his immediate family holds 255,000 shares. Shares underlying these RSUs, except any withheld for taxes, must be held until the earlier of one year from grant or a defined Sale Event.
Hui Yvonne reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. Principal Accounting Officer Yvonne Hui received an award of 13,636 shares of common stock on April 6, 2026. These shares are fully vested Restricted Stock Units granted as compensation rather than an open-market purchase.
The award was issued in lieu of her cash bonus for the fiscal year ending January 31, 2026, with the RSU number based on a per-share value of $9.15 and representing 115% of the earned cash bonus amount. After this grant, she holds 42,802 common shares directly.
Hoffman Allison C reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. General Counsel & Secretary Allison C. Hoffman received a grant of 29,644 fully vested Restricted Stock Units as equity compensation. These RSUs were issued in lieu of her cash bonus for the fiscal year ending January 31, 2026, based on a per-share value of $9.15 and representing 115% of the earned cash bonus amount. After this award, she directly holds 193,129 shares of common stock.
Gandhi Balaji reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. Chief Financial Officer Balaji Gandhi received a grant of 35,573 shares of common stock on April 6, 2026 as a fully vested Restricted Stock Unit (RSU) award. These RSUs were granted in lieu of his cash bonus for the fiscal year ending January 31, 2026, with the number of RSUs based on a per share value of $9.15, the closing price of Phreesia’s common stock on the grant date. Following this award, Gandhi directly owns 182,313 shares of Phreesia common stock.
Kessler Jon reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. director Jon Kessler received two equity awards of restricted stock units (RSUs) on Common Stock as compensation. One award covers 4,376 RSUs that vest in full on the earlier of April 6, 2027 or the next annual stockholder meeting. A second award covers 20,218 RSUs that vest in four substantially equal annual installments beginning April 6, 2027. After these grants, Kessler directly holds 24,594 common-share-equivalent RSUs, aligning his compensation more closely with Phreesia’s future share performance.
Phreesia, Inc. director Jon Kessler filed an initial Form 3, which is a required statement of beneficial ownership for insiders. The filing identifies him as a director of Phreesia but does not report any stock transactions or derivative positions, serving as a baseline disclosure of his insider status.
Phreesia, Inc. reported solid fourth-quarter fiscal 2026 results but reduced its revenue outlook for fiscal 2027. Q4 revenue was $127.1 million, up 16% year-over-year, led by payment solutions and the AccessOne acquisition, with adjusted EBITDA of $29.4 million and a 23% margin.
For fiscal 2026, Phreesia surpassed $100 million in adjusted EBITDA, generated over $50 million in free cash flow, and delivered its first full-year positive GAAP net income. Management now expects fiscal 2027 revenue of $510–$520 million, down from a prior $545–$559 million range, mainly due to weaker visibility and lower commitments from certain pharmaceutical and public health clients in its network solutions business, while maintaining adjusted EBITDA guidance of $125–$135 million.