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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.
Munson Gillian reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. director Gillian Munson received an equity award of 19,290 Restricted Stock Units (RSUs) valued at $9.59 per unit. Each RSU represents one share of common stock and will vest in full on the earlier of June 24, 2027 or the next annual shareholder meeting. Munson has elected to defer this grant, and will receive the underlying shares after leaving the board and incurring a separation from service, or five years from the grant date. Following this award, she is reported as holding 66,104 shares of common stock directly.
Phreesia, Inc. director Lisa Egbuonu-Davis reported both an equity grant and a small share sale. She received 19,290 Restricted Stock Units under the 2019 Stock Option and Incentive Plan at a reference price of $9.59 per unit, each RSU representing one common share. These RSUs vest in full on the earlier of June 24, 2027 or the next annual stockholder meeting. She also sold 2,546 common shares on the open market at $9.53 per share pursuant to a pre-arranged Rule 10b5-1 trading plan adopted on December 16, 2025, and held 38,316 shares directly after the sale.
Kessler Jon reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. director Jon Kessler received a grant of 19,290 shares of Common Stock in the form of Restricted Stock Units at an indicated value of $9.59 per share. These RSUs vest in full on the earlier of June 24, 2027 or the company’s next annual stockholder meeting. Following this award, Kessler directly holds 43,884 shares of Phreesia common stock.
Sayar Ramin reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. director Ramin Sayar reported receiving a grant of 19,290 shares of common stock in the form of Restricted Stock Units under the company’s 2019 Stock Option and Incentive Plan. The grant is recorded at a reference price of $9.59 per share.
Each RSU represents the right to receive one share of common stock and will vest in full on the earlier of June 24, 2027 or the company’s next annual stockholder meeting. Following this award, Sayar is shown as holding 52,725 shares of Phreesia common stock directly.
Smith Mark Douglas reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. director Mark Douglas Smith received a grant of 19,290 Restricted Stock Units (RSUs) of common stock valued at $9.59 per unit. Each RSU represents the right to receive one share of common stock and will vest in full on the earlier of June 24, 2027 or the next annual stockholder meeting.
Following this compensation-related award, Smith holds 56,643 shares of Phreesia common stock directly. He has elected to defer settlement of this RSU grant under the company’s Non-Employee Director Deferred Compensation Program, receiving the underlying shares either within 90 days after leaving the board and incurring a separation from service, or five years from the grant date.
Goldstein Lainie reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. director Lainie Goldstein received a grant of 19,290 Restricted Stock Units under the company’s 2019 Stock Option and Incentive Plan. Each RSU represents the right to one common share, increasing her direct holdings to 70,485 shares after the award.
The RSUs will vest in full on the earlier of June 24, 2027 or the next annual stockholder meeting. Goldstein has elected to defer this grant under Phreesia’s Non-Employee Director Deferred Compensation Program, with the underlying shares delivered 90 days after she leaves the Board and incurs a separation from service under Section 409A.
Phreesia, Inc. reported the results of its annual stockholder meeting held on June 24, 2026. Stockholders elected Chaim Indig and Jon Kessler as Class I directors for three-year terms ending at the 2029 annual meeting, with each receiving over 42.9 million votes in favor.
Stockholders also ratified KPMG LLP as the independent registered public accounting firm for the fiscal year ending January 31, 2027, with 51,326,138 votes for and limited opposition. In addition, they approved on a non-binding, advisory basis the compensation of the company’s named executive officers.
Phreesia, Inc. reported a profitable quarter for the three months ended April 30, 2026, with total revenues of $130,935 thousand and net income of $2,963 thousand, compared with a net loss a year earlier. Revenue came from subscription and related services, payment solutions, and network solutions.
Operating income was $6,749 thousand as expense growth lagged revenue growth. Cash, cash equivalents and restricted cash were $76,397 thousand, and net cash provided by operating activities was $23,922 thousand, showing stronger cash generation.
The company refinanced its short-term bridge loan with a new five-year $275,000 senior secured revolving credit facility, of which $84,240 thousand was outstanding as of April 30, 2026. Management believes current liquidity and cash flows are sufficient for at least the next 12 months.
Phreesia reported a profitable start to fiscal 2027, with solid growth and stronger cash generation. Fiscal first-quarter revenue reached $130.9 million, up 13% year-over-year, led by 40% growth in payment solutions and 15% growth in network solutions, while subscription and related services declined 3%.
The company served an average of 4,708 healthcare services clients, up 7%, and total revenue per client rose 6% to $27,811. Net income was $3.0 million, compared with a $3.9 million loss a year earlier, and Adjusted EBITDA increased to $30.5 million from $20.8 million. Operating cash flow improved to $23.9 million and free cash flow to $16.4 million.
Phreesia refinanced its bridge loan with a new $275 million senior secured revolving credit facility and ended the quarter with $76.4 million in cash, cash equivalents and restricted cash and $84.2 million outstanding under the new facility. It also expanded AccessOne’s securitization program with PNC Bank from $200 million to $300 million and extended it to 2029.
The company implemented a restructuring of its Engineering and Product organizations, eliminating roughly 200 internal and contractor roles to embed AI and improve efficiency, with expected savings already reflected in guidance. For fiscal 2027, Phreesia is maintaining its outlook for revenue of $510–$520 million and Adjusted EBITDA of $125–$135 million, assuming about $37 million of revenue from AccessOne, mid-single-digit percentage growth in healthcare services clients and low-single-digit percentage growth in revenue per client. Management notes that some network solutions clients are committing lower spend in the second half of the year, introducing more variability into that revenue stream, while demand in other areas is tracking prior expectations.