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 insider equity award converted from earned cash bonus into RSUs. The reporting person, Allison C. Hoffman (General Counsel & Secretary and officer/director), received 5,192 restricted stock units on 09/11/2025 that were fully vested as of the grant date. These RSUs were issued in lieu of a cash bonus under the company’s Senior Executive Cash Incentive Bonus Plan at 115% of the earned cash amount, using a per-share value of $25.48. Following the transaction, Ms. Hoffman beneficially owned 142,170 shares of Phreesia common stock.
Phreesia, Inc. insider Balaji Gandhi, the company's Chief Financial Officer, reported an acquisition of equity on 09/11/2025. The filing shows 6,230 Restricted Stock Units (RSUs) were acquired and fully vested as of the grant date. These RSUs were issued in lieu of the Reporting Person's cash bonus earned for the first half of the fiscal year ending January 31, 2026 under the company's Senior Executive Cash Incentive Bonus Plan, and the Reporting Person elected to convert the cash bonus into RSUs at 115% of the earned bonus. The RSU grant was calculated using a per-share value of $25.48, the closing price of Phreesia common stock on 09/11/2025. After the reported transaction, the Reporting Person beneficially owned 103,308 shares. The Form 4 was signed by an attorney-in-fact on behalf of Balaji Gandhi and filed on 09/15/2025.
Phreesia insider Yvonne Hui received 2,388 restricted stock units (RSUs) on 09/11/2025, increasing her beneficial ownership to 31,578 shares. The RSUs vested in full as of the grant date and were issued in lieu of the reporting person's cash bonus for the first half of the fiscal year ending January 31, 2026 under Phreesia's Senior Executive Cash Incentive Bonus Plan. Ms. Hui elected to convert the earned cash bonus into RSUs equal to 115% of the cash amount; the RSU grant count was calculated using the closing share price of $25.48 on September 11, 2025. The Form 4 was signed by an attorney-in-fact on behalf of Ms. Hui on 09/15/2025.
Phreesia, Inc. reported solid year-over-year growth for the quarter ended July 31, 2025, with total revenue of $117.3 million, up 15% from $102.1 million a year earlier, and $233.2 million for the six months, also up 15% from prior-year. The company produced a small GAAP net income of $0.7 million in the quarter versus a loss of $18.0 million a year ago, and reduced its six-month net loss to $3.3 million from $37.7 million. Adjusted EBITDA improved materially to $22.1 million for the quarter and $42.9 million year-to-date. Operating cash flow strengthened to $14.8 million for the quarter and $29.7 million for six months, with free cash flow positive at $9.6 million and $17.1 million, respectively. Cash and equivalents totaled $98.3 million at quarter end, and management expects liquidity to cover operations for at least 12 months, aided by a $50 million Capital One revolving facility and a subsequent $160 million definitive agreement to acquire AccessOne, to be funded with cash and a Bridge Loan.
Phreesia entered into a definitive Merger Agreement to acquire AccessOne for a $160 million closing merger consideration, subject to adjustments. The agreement provides that outstanding common and preferred shares, options and warrants of AccessOne will be cancelled and converted into rights to receive cash from the merger consideration, contingent on execution of required support, option cancellation or warrant surrender agreements. The AccessOne board unanimously approved the merger as fair and in the best interests of the company and its stockholders. Closing is subject to customary conditions including requisite stockholder consents, Hart-Scott-Rodino clearance, accuracy of representations and absence of a Material Adverse Effect. The buyer secured buyer-side representation and warranty insurance.
Chaim Indig, Chief Executive Officer and a director of Phreesia, Inc. (PHR), reported multiple option exercises and open-market sales on August 27-28, 2025 under a Rule 10b5-1 trading plan adopted April 19, 2024. The filing shows acquisition of 99,993 shares through exercise of vested options at strike prices of $8.03 and $4.71 and simultaneous open-market sales of 99,993 shares at weighted average prices of $32.0166 and $32.4653 (sales executed across price ranges of $32.00–$32.74). Following the transactions, Indig directly beneficially owned 1,259,149 shares and indirectly held 255,000 shares in the Indig Dynasty Trust. Several options remain outstanding with exercisable dates through January 16, 2029.
Phreesia, Inc. insider Evan Roberts sold 48,547 shares under a pre-established Rule 10b5-1 plan. The Form 4 shows sales executed on 08/27/2025 (45,147 shares at a weighted-average price of $32.0199) and 08/28/2025 (3,400 shares at a weighted-average price of $32.4616). Following these transactions Roberts' reported beneficial ownership decreased from 727,768 to 724,368 shares. The filing was signed on behalf of Roberts by Allison Hoffman under power of attorney and discloses that the trades were effected pursuant to a 10b5-1 plan adopted April 15, 2025.
Form 144 notice for Phreesia, Inc. (PHR) shows a proposed sale of 7,746 common shares with an aggregate market value of $251,476.45, to be sold through Fidelity Brokerage Services on the NYSE on 08/28/2025. The shares were acquired via stock options granted on 01/31/2018 and 03/27/2019 and payment is listed as cash. The filing also lists recent sales by the same person totaling 95,418 shares on 07/17/2025 and 08/27/2025 with gross proceeds of $3,045,686.16 combined. The filer attests there is no undisclosed material adverse information.
Phreesia, Inc. insider filings show a proposed sale under Rule 144 of 3,400 common shares through Fidelity Brokerage Services, with an aggregate market value of $110,369.37 and an approximate sale date of 08/28/2025 on the NYSE. The securities to be sold were acquired via restricted stock vesting on 01/14/2024 and 01/15/2024 as compensation, totaling 2,306 and 1,094 shares respectively. The notice also discloses two prior sales by the same person within the past three months: 1,892 shares on 07/17/2025 for $50,867.93 and a larger sale of 45,147 shares on 08/27/2025 for $1,445,601.82. The filer affirms no undisclosed material adverse information.
Phreesia, Inc. (PHR) filing a Form 144 discloses a proposed sale of 92,247 common shares through Fidelity Brokerage Services with an aggregate market value of $2,953,432.60, and an approximate sale date of 08/27/2025. The filing reports total shares outstanding of 59,504,269. The shares to be sold were acquired via stock options granted on 01/31/2018 (21,870 shares) and 03/27/2019 (70,377 shares), with cash payment indicated at sale. The filer also reported a prior sale on 07/17/2025 of 3,171 shares for $85,254.87. The notice includes the required representation that the seller does not possess undisclosed material adverse information.