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.
Form 144 notice for Phreesia, Inc. (PHR) discloses a proposed sale of 78 restricted common shares by an insider through Fidelity Brokerage Services with an aggregate market value of $2,274.13, with an approximate sale date of 08/18/2025 on the NYSE. The shares were acquired on 08/15/2025 via restricted stock vesting and were paid as compensation. The filing also lists prior insider sales in the past three months: Jessica Weiss sold 42 and 67 shares on 06/17/2025 and 06/18/2025 respectively, and David Linetsky sold 23,729 shares on 06/27/2025 and 2,063 shares on 07/17/2025, with gross proceeds shown for each sale. The filer certifies no undisclosed material adverse information and includes the statutory warning about intentional misstatements.
Capital International Investors reports beneficial ownership of 3,134,872 shares of Phreesia, Inc., representing 5.3% of the approximately 59,504,269 shares outstanding. The filing states that CII, a division of Capital Research and Management Company and its investment management affiliates, is deemed the beneficial owner through its investment management entities.
The filing indicates CII holds sole voting and sole dispositive power over these shares and includes a certification that the securities are held in the ordinary course of business and not to influence control. The filing also names SMALLCAP World Fund, Inc. in connection with ownership on behalf of another person.
Champlain Investment Partners, LLC reported a Schedule 13G disclosing a passive stake in Phreesia, Inc. The firm beneficially owns 2,724,553 shares, equal to 4.6% of the outstanding class. Champlain reports sole dispositive power over all 2,724,553 shares and sole voting power over 1,742,028 shares, with no shared voting or dispositive power. The filing identifies the reporting person as an investment adviser and includes a certification that the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.