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 Director Mark Douglas Smith has been granted 6,700 Restricted Stock Units (RSUs) on June 25, 2025, at a price of $27.61 per unit. Following this transaction, Smith owns a total of 37,353 shares directly.
Key details of the RSU grant:
- Vesting occurs at the earlier of June 25, 2026, or the next annual stockholders' meeting
- Smith has elected to defer the grant under Phreesia's Non-Employee Director Deferred Compensation Program
- Distribution of underlying common stock will occur either 90 days after board service termination and separation, or five years from grant date
The transaction was executed under Phreesia's 2019 Stock Option and Incentive Plan, with each RSU representing the right to receive one share of common stock. The filing was signed by Allison Hoffman via Power of Attorney on June 27, 2025.
Form 4 overview: On 06/25/2025 Phreesia, Inc. (ticker: PHR) director Lainie Goldstein reported the acquisition of 6,700 Restricted Stock Units (RSUs) at an indicated grant price of $27.61 per underlying share. Following the award, Goldstein now beneficially owns 48,555 shares of Phreesia common stock in direct ownership form.
Key grant terms:
- The RSUs were issued under the company’s 2019 Stock Option and Incentive Plan.
- Vesting occurs in full upon the earlier of (i) 25 June 2026 or (ii) the next annual shareholder meeting.
- The director elected to defer settlement under Phreesia’s Non-Employee Director Deferred Compensation Program; common stock will be delivered 90 days after she ceases board service and meets the Section 409A “separation from service” definition.
Observations: • The filing reflects a routine, plan-based equity grant—no shares were sold. • Beneficial ownership increases, albeit modestly, suggesting alignment of director incentives with shareholders. • No derivative securities were reported in Table II. • No other transactions, liabilities, or amendments were disclosed.
Phreesia director Michael Weintraub received 6,700 Restricted Stock Units (RSUs) on June 25, 2025, at a price of $27.61 per unit. Following this transaction, Weintraub's holdings include:
- 158,229 shares held directly
- 30,795 shares held indirectly through Michael Weintraub 2023 Qualified Annuity Trust
- 6,703 shares held indirectly through Weintraub Family 2017 Irrevocable Trust
The newly granted RSUs will fully vest upon the earlier of June 25, 2026 or the next annual stockholders' meeting. The RSUs were issued under Phreesia's 2019 Stock Option and Incentive Plan. For the trust holdings, Weintraub disclaims beneficial ownership except for his pecuniary interest. The filing was signed by Allison Hoffman via power of attorney on June 27, 2025.
Phreesia director Gillian Munson has been granted 6,700 Restricted Stock Units (RSUs) on June 25, 2025, with a value of $27.61 per unit. Following this transaction, Munson now beneficially owns 44,174 shares directly.
Key terms of the RSU grant:
- Vesting occurs at the earlier of June 25, 2026 or the next annual stockholders' meeting
- Director has elected to defer the grant under the Non-Employee Director Deferred Compensation Program
- Common stock will be received either 90 days after board service termination or 5 years from grant date
The RSUs were issued under the company's 2019 Stock Option and Incentive Plan, with each unit representing the right to receive one share of common stock. The filing was signed by Allison Hoffman as attorney-in-fact for Gillian Munson.
Director Ramin Sayar of Phreesia received a new equity grant of 6,700 Restricted Stock Units (RSUs) on June 25, 2025, with a value of $27.61 per share. Following this transaction, Sayar now beneficially owns 33,435 shares directly.
The RSUs were granted under Phreesia's 2019 Stock Option and Incentive Plan and will fully vest upon the earlier of June 25, 2026 or the next annual stockholders' meeting. Each RSU represents the right to receive one share of common stock upon vesting.
This Form 4 filing, signed by Allison Hoffman via Power of Attorney on June 27, 2025, reflects standard director compensation practices through equity-based awards, aligning the director's interests with those of shareholders.
Form 4 filing reveals insider trading activity at Phreesia by Director Edward L. Cahill on June 25, 2025. The transaction details show:
- Acquisition of 6,700 Restricted Stock Units (RSUs) at $27.61 per unit
- Following the transaction, Cahill directly owns 62,973 shares of common stock
- The RSUs will fully vest on the earlier of June 25, 2026 or the next annual stockholder meeting
The RSUs were granted under Phreesia's 2019 Stock Option and Incentive Plan, representing the contingent right to receive an equivalent number of common shares upon vesting. The filing was executed by Allison Hoffman through Power of Attorney on June 27, 2025.