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. reported a Form 144 notice for the proposed sale of 45,147 common shares through Fidelity Brokerage Services with an aggregate market value of $1,445,601.82. The filing lists approximately 59,504,269 shares outstanding and an approximate sale date of 08/27/2025 on the NYSE. The securities were acquired through option exercise and restricted stock vesting between 01/11/2022 and 01/15/2024 totaling the reported lots. A prior sale by the same person, Evan Roberts, shows 1,892 shares sold on 07/17/2025 for $50,867.93. The filer certifies no undisclosed material information.
Phreesia, Inc. (PHR) reported an insider sale by Chief Financial Officer Balaji Gandhi under a Rule 10b5-1 trading plan. On 08/25/2025 Mr. Gandhi sold 9,583 shares of common stock in multiple transactions at a weighted average price of $30.0063 per share, with individual prices ranging from $30.00 to $30.81. After the sale he beneficially owned 97,078 shares. The filing discloses the 10b5-1 plan adoption date of September 17, 2024 and states the seller will provide detailed per-price quantities on request.
Amy VanDuyn, SVP Human Resources of Phreesia, Inc. (PHR), reported a sale of common stock executed on 08/25/2025 under a pre-existing Rule 10b5-1 trading plan adopted January 10, 2025. The report shows 18,573 shares were disposed of at a weighted-average price of $30.3696 per share (sales occurred at prices ranging from $30.00 to $30.81). After the reported transactions, the filing indicates the reporting person beneficially owned 110,607 shares, held directly.
Michael Weintraub, a director of Phreesia, Inc. (PHR), reported multiple transactions on 08/25/2025 under a Rule 10b5-1 trading plan. The filing shows a sale of 10,000 shares of common stock at $30.00 per share, reducing his direct holdings, and two option-related acquisitions: exercise/receipt of 3,113 shares tied to an $8.03 stock option and 6,887 shares tied to a $4.71 stock option. After these transactions his reported beneficial ownership totals 165,116 shares, including indirect holdings of 30,795 shares through a 2023 Qualified Annuity Trust and 6,703 shares through a Weintraub Family 2017 Irrevocable Trust.
The Form 4 states the trades were effected pursuant to a 10b5-1 plan adopted January 6, 2025, and notes one option is fully vested and exercisable. The filing was signed by a power of attorney on 08/27/2025.
Phreesia insider sale under 10b5-1 plan. David Linetsky, President, Network Solutions, reported selling 17,445 shares of Phreesia common stock on 08/22/2025 at a weighted-average price of $29.7324 per share (sales ranged from $29.64 to $29.94). The filing states the sale was executed pursuant to a Rule 10b5-1 trading plan adopted January 15, 2025.
After the reported sale, Linetsky beneficially owned 174,002 shares directly and 9,717 shares indirectly through his spouse. The filing discloses the price range and offers to provide the breakdown of shares sold at each price on request, reflecting disclosure and compliance with SEC reporting rules.
Phreesia, Inc. (PHR) filed a Form 144 notifying a proposed sale of 18,573 common shares valued at $564,055.11, with an approximate sale date of 08/25/2025 on the NYSE through Fidelity Brokerage Services LLC. The filing lists the shares being sold as previously acquired through restricted stock vesting between Jan 15, 2022 and Jan 15, 2023, with individual vesting lots totaling 18,573 shares. The filer also reported a recent sale on 07/17/2025 of 640 shares for $1,206.91. The notice includes the standard representation that the seller is not aware of undisclosed material adverse information.
Phreesia, Inc. filing a Form 144 discloses a proposed sale of 9,583 common shares with an aggregate market value of $287,550.07 to be sold on 08/25/2025 on the NYSE. The filing reports 59,504,269 shares outstanding for the issuer, and identifies the broker as Fidelity Brokerage Services LLC.
The document also details recent restricted stock vesting events that produced the shares to be sold: grants vested on 07/14/2024 (170 shares), 03/24/2025 (3,530), 04/04/2025 (4,820), 04/14/2025 (543) and 07/14/2025 (520). It discloses one sale during the past three months: 886 shares sold on 07/17/2025 for $23,820.82.
Form 144 notice for Phreesia, Inc. (PHR) related activity. The filing reports a proposed Rule 144 sale of 10,000 common shares through Fidelity Brokerage Services with an aggregate market value of $300,000, to be sold approximately on 08/25/2025 on the NYSE. The shares correspond to two option grants originally awarded on 03/01/2018 (6,887 shares) and 03/27/2019 (3,113 shares), with cash payment noted. The filer previously sold a combined 10,000 shares on 06/09/2025 and 06/10/2025 for gross proceeds of $275,011.73. The signer certifies no undisclosed material adverse information.
Phreesia, Inc. Form 144 shows a proposed sale of 17,445 shares of common stock through Fidelity Brokerage Services with an aggregate market value of $518,681.81, and an approximate sale date of 08/22/2025 on the NYSE. The filing lists the acquisition history for the shares sold, all noted as restricted stock vesting between April 2022 and April 2023, paid as compensation.
The form also discloses recent sales by insiders in the past three months, including multiple small sales by Jessica Weiss and larger sales by David Linetsky (notably 23,729 shares for $676,195.48 on 06/27/2025). The filer certifies no undisclosed material adverse information at signature.
Phreesia, Inc. (PHR) Form 4 shows David Linetsky reported dispositions of Phreesia common stock. The filing discloses a small, specified sale of 78 shares executed as non-discretionary transactions under the issuer's mandatory sell-to-cover policy to satisfy tax withholding on restricted stock unit settlement; the weighted-average price reported for those shares is $29.1555, with execution prices ranging from $28.77 to $29.40. The filing also reports a separate disposition of 191,447 shares. After the reported transactions, the filing indicates the reporting person beneficially owns 9,717 shares indirectly through a spouse.