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.
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.