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.
Finding Phreesia’s patient-volume metrics or HIPAA compliance costs inside a 250-page filing can slow any analyst. Healthcare SaaS companies combine software revenue rules with healthcare regulations, making disclosures tough to parse. That’s why Stock Titan’s AI deciphers Phreesia SEC filings explained simply—turning dense accounting notes and regulatory risk sections into plain-language highlights.
Need to spot how subscription renewals trend across medical groups in the latest Phreesia quarterly earnings report 10-Q filing? Curious whether executives trimmed holdings before a product launch? Our platform links each disclosure to what matters for this business: 10-Ks outline retention rates and payment-processing margins, 8-K material events explained show new EHR partnerships, and every proxy statement executive compensation details incentive plans aligned with patient engagement growth. Meanwhile, real-time alerts surface Phreesia insider trading Form 4 transactions the moment they hit EDGAR, so you can monitor executive stock transactions Form 4 without refreshing the site.
Here’s how professionals use these insights: compare segment revenue across consecutive reports, track Form 4 insider transactions real-time to gauge leadership sentiment, and export AI summaries to brief stakeholders faster than manual review. Whether you’re understanding Phreesia SEC documents with AI for diligence, or need a Phreesia annual report 10-K simplified for board decks, Stock Titan keeps you current—complete coverage, automatic updates, and AI-driven earnings report filing analysis in one place.
Phreesia, Inc. reported a small insider stock sale by an officer identified as the Principal Accounting Officer. On December 17, 2025, this officer sold 426 shares of Phreesia common stock at a price of $16.25 per share. After this transaction, the officer beneficially owned 29,910 shares of common stock held directly.
The company notes that this trade was carried out under a Rule 10b5-1 trading plan, which the reporting person adopted on September 16, 2025. Such plans are pre-arranged trading programs designed to allow insiders to sell shares over time according to predetermined instructions.
A shareholder of PHR filed a Rule 144 notice to sell 94 shares of common stock through Fidelity Brokerage Services LLC on the NYSE.
The shares to be sold were acquired on 12/16/2025 via restricted stock vesting as compensation, with an aggregate market value of $1,549.72. The filing reports 60,287,003 common shares outstanding. Over the past three months, disclosed sales include 1,064 and 2,059 shares by David Linetsky for gross proceeds of $25,004.00 and $46,041.71, and 93 shares by Jessica Weiss for $2,226.29.
A holder of PHR common stock has filed a Rule 144 notice to sell 426 shares through Fidelity Brokerage Services on the NYSE, with an aggregate market value of $6,922.50. The sale is expected to occur around 12/17/2025, and the disclosure notes that there were 60,287,003 common shares outstanding.
The shares to be sold were acquired on 10/13/2025 via restricted stock vesting from the issuer as compensation. Over the prior three months, the seller, Yvonne Hui, reported selling 302 common shares on 10/15/2025 for gross proceeds of $6,960.50. By signing the notice, the seller represents that they are not aware of any material adverse information about the issuer that has not been publicly disclosed.
Phreesia, Inc. reported an equity grant to its Chief Financial Officer, Balaji Gandhi. On December 5, 2025, Gandhi received 66,000 shares of Phreesia common stock in the form of Restricted Stock Units (RSUs) under the company’s 2019 Stock Option and Incentive Plan at a grant price of $0 per share. Following this grant, he beneficially owned 164,240 shares of Phreesia common stock directly.
The RSUs vest over four years based on continued service: 10% on December 5, 2026, 20% on December 5, 2027, 30% on December 5, 2028, and 40% on December 5, 2029. Each vested RSU converts into one share of common stock if Gandhi remains with the company through the applicable vesting date. The grant was approved by Phreesia’s Compensation Committee on October 1, 2025.
Phreesia, Inc. reported that its General Counsel & Secretary, Allison C. Hoffman, received an equity grant in the form of restricted stock units (RSUs). On 12/05/2025, she was awarded 45,000 RSUs of Phreesia common stock at a price of $0 per share under the Phreesia, Inc. 2019 Stock Option and Incentive Plan, increasing her directly held beneficial ownership to 180,737 shares.
The grant vests over four years based on continued service: 10% of the RSUs vest on December 5, 2026, 20% on December 5, 2027, 30% on December 5, 2028 and 40% on December 5, 2029. Each vested RSU will convert into one share of common stock, aligning a portion of the executive’s compensation with the company’s long-term performance. The award was approved by the Compensation Committee of the Board of Directors on October 1, 2025.
Phreesia, Inc. (PHR) CEO and director Chaim Indig reported a new equity award of 130,000 restricted stock units (RSUs). The grant was made on December 5, 2025 under the Phreesia, Inc. 2019 Stock Option and Incentive Plan at a price of $0 per unit, reflecting a standard stock-based compensation award rather than a market purchase.
Each RSU represents a contingent right to receive one share of Phreesia common stock. The RSUs vest over four years, with 10% vesting on December 5, 2026, 20% on December 5, 2027, 30% on December 5, 2028, and 40% on December 5, 2029, conditioned on Indig’s continued service with the company through each vesting date. Following this award, he beneficially owns 1,382,608 shares directly and 255,000 shares indirectly through the Indig Dynasty Trust, whose beneficiaries are members of his immediate family.
Phreesia, Inc. executive David Linetsky, President, Network Solutions, reported receiving 66,000 restricted stock units (RSUs) of Phreesia common stock on December 5, 2025 under the company’s 2019 Stock Option and Incentive Plan. Each RSU represents the right to receive one share of common stock at vesting.
The award vests over four years: 10% on December 5, 2026, 20% on December 5, 2027, 30% on December 5, 2028, and 40% on December 5, 2029, subject to his continued service with the company. After this grant, Linetsky beneficially owns 237,829 shares directly and 9,883 shares indirectly through his spouse. The RSU grant was approved by the Compensation Committee on October 1, 2025.
Phreesia, Inc. reported that its officer, the President of Provider Solutions, received a grant of 66,000 restricted stock units (RSUs) of Phreesia common stock on December 5, 2025. Each RSU represents the right to receive one share of common stock, bringing the officer’s total beneficial ownership to 790,949 shares after this grant.
The RSUs vest over four years, with 10% vesting on December 5, 2026, 20% on December 5, 2027, 30% on December 5, 2028, and 40% on December 5, 2029, assuming continued service with the company. The grant was approved by the Compensation Committee under Phreesia’s 2019 Stock Option and Incentive Plan and was reported as an acquisition at a price of $0 per share, consistent with standard RSU awards.
Phreesia, Inc. reported an equity award to its Senior Vice President of Human Resources. The executive received 33,000 Restricted Stock Units (RSUs) of Phreesia common stock on December 5, 2025 under the company’s 2019 Stock Option and Incentive Plan.
Each RSU represents the right to receive one share of common stock at no purchase price when it vests. The award vests over four years: 10% on December 5, 2026, 20% on December 5, 2027, 30% on December 5, 2028, and 40% on December 5, 2029, subject to continued service. After this grant, the reporting person beneficially owns 144,840 shares of Phreesia common stock in total.
Phreesia, Inc. reported a profitable quarter for the period ended October 31, 2025. Revenue rose to $120.3 million from $106.8 million a year earlier, driven by growth across subscription and related services, payment processing fees and network solutions. Net results improved from a net loss of $14.4 million to net income of $4.3 million, and year-to-date performance swung from a $52.1 million loss to $1.0 million of net income.
Cash and cash equivalents increased to $106.4 million from $84.2 million as of January 31, 2025, while total finance leases and other debt declined to $9.6 million. Stockholders’ equity grew to $320.3 million from $264.8 million, reflecting retained earnings improvement and additional paid-in capital from equity-based compensation and share issuances.
Subsequent to quarter-end, Phreesia completed the acquisition of AccessOne, a provider of healthcare receivables financing solutions, funded with cash and a new $110 million secured 364-day bridge term loan bearing interest at three month SOFR plus 4.00%, with a rate step-up every three months until its November 11, 2026 maturity. The company also has a $50 million secured revolving credit facility with Capital One and an authorized stock repurchase program for up to 2.5 million shares, though no repurchases occurred in the nine months ended October 31, 2025.
FAQ
What is the current stock price of Phreesia (PHR)?
What is the market cap of Phreesia (PHR)?
