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PHR filed a Rule 144 notice reporting restricted-stock vesting and sales of Common Stock. The filing lists a restricted stock vesting event on 05/15/2026 and two reported dispositions by Yvonne Hui of 10,063 shares on 04/16/2026 and 1,327 shares on 04/17/2026.
Additional line items show a quantity 431 tied to securities information and an entry dated 05/18/2026 on the NYSE. The filing appears administrative, reporting compensation-related vesting and subsequent sales.
Phreesia, Inc. is asking stockholders to vote at its virtual 2026 annual meeting on June 24, 2026. The ballot includes electing two Class I directors, Chaim Indig and Jon Kessler, ratifying KPMG LLP as independent auditor for the fiscal year ending January 31, 2027, and an advisory vote on executive compensation.
The board will shrink from nine to seven directors as two current directors retire, with independent director Ramin Sayar becoming chair after the meeting. Phreesia highlights a highly independent and diverse board, fully independent key committees, stock ownership guidelines, and NYSE‑compliant clawback and risk oversight practices.
Phreesia, Inc. has launched a restructuring plan aimed at reducing operating expenses and aligning its cost structure with current business priorities. The plan includes eliminating approximately 220 positions, with around half coming from contractor roles.
The company does not expect restructuring costs to be material and anticipates most will occur during fiscal year 2027. Management expects the plan to generate meaningful annualized run-rate expense savings, which were already incorporated into its Adjusted EBITDA outlook for fiscal year 2027 shared on March 30, 2026. These expectations depend on various assumptions, and actual results could differ.
CAHILL EDWARD L reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. director Edward L. Cahill received a grant of 1,085 shares of Common Stock valued at $9.21 per share. This award reflects deferred stock units taken instead of an annual cash retainer under Phreesia’s Non-Employee Director Deferred Compensation Program.
Following this compensation grant, Cahill directly holds 65,613 shares of Phreesia common stock. The footnote explains that the underlying common stock will be delivered either after he leaves the board and has a qualifying separation from service, or five years after the grant date.
Goldstein Lainie reported acquisition or exercise transactions in this Form 4 filing.
Phreesia director Lainie Goldstein reported a routine equity award. Goldstein received 1,085 deferred stock units tied to Phreesia common stock at a reference price of $9.21 per share, in lieu of a quarterly cash retainer. After this grant, her directly held common stock position is reported at 51,195 shares.
Phreesia director Gillian Munson received an award of 1,085 deferred stock units valued at $9.21 per unit instead of an annual cash retainer. These units convert into common shares after she leaves the board or five years from grant, bringing her direct holdings to 46,814 shares.
Phreesia, Inc. amended its receivables financing facility for subsidiaries AccessOne Funding and AccessOne MedCard. The amendment increases the facility limit from $200,000,000 to $300,000,000 and extends the scheduled termination date from May 4, 2026 to April 30, 2029.
The changes also revise definitions, covenants, eligibility and concentration provisions, servicing fees and settlement mechanics. The concentration limit for Eligible Receivables tied to lower-rated or unrated Providers was raised from 5.00% to 15.00% of the aggregate Securitization Value, subject to administrative agent approval.
Phreesia, together with AccessOne Holdings, entered into an Amended and Restated Performance Guaranty, adding Phreesia as a joint and several co‑guarantor of AccessOne MedCard’s performance obligations under the receivables program. Other guaranty terms remain consistent with the original structure and do not guarantee collection of pool receivables.
Phreesia Inc ownership filing: Vanguard Portfolio Management reports beneficial ownership of 3,484,358 shares of common stock, equal to 5.77% of the class as of 03/31/2026. Vanguard states sole dispositive power over these shares and sole voting power for 149,237 shares; the position represents holdings managed on behalf of funds and client accounts.
Phreesia, Inc. Principal Accounting Officer Yvonne Hui reported an open-market sale of the company’s common stock. On April 17, 2026, she sold 1,327 shares at $9.28 per share. Following this transaction, she directly holds 24,664 shares of Phreesia common stock.
The sale was carried out under a pre-arranged Rule 10b5-1 trading plan that Ms. Hui adopted on January 15, 2026, indicating the trade was scheduled in advance rather than made on an ad hoc basis.