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.
PHR affiliate submitted a Form 144 notice to sell 1,371 shares of Common stock acquired under an ESPP purchase dated 06/30/2026, with Fidelity Brokerage Services LLC listed as the broker. The filing also discloses recent sales by Yvonne Hui: 10,063 shares on 04/16/2026 for $91,372.04, 1,327 shares on 04/17/2026 for $12,314.56, and 431 shares on 05/18/2026 for $3,814.35.
Phreesia, Inc. General Counsel and Secretary Allison C. Hoffman acquired 1,265 shares of common stock through the company’s 2019 Employee Stock Purchase Plan. The shares were bought for $8.75 each, equal to 85% of the stock’s closing price on June 30, 2026, bringing her direct holdings to 158,574 shares.
Phreesia, Inc. Principal Accounting Officer Yvonne Hui acquired 1,371 shares of common stock through the company’s 2019 Employee Stock Purchase Plan. The shares were purchased at $8.75 per share for the purchase period from January 1, 2026 through June 30, 2026, at 85% of the June 30 closing price. Following this ESPP transaction, she directly holds 25,279 Phreesia shares.
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.