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, Inc. executive David Linetsky reported the acquisition of fully vested Restricted Stock Units (RSUs) granted in lieu of cash bonuses. He received 17,786 shares of common stock on April 6, 2026 as compensation under the Senior Executive Cash Incentive Bonus Plan, based on a per share value of $9.15.
Following this grant, he directly holds 241,842 shares of common stock. An additional 2,209 RSUs, also fully vested and granted on the same terms, were awarded in lieu of 50% of his spouse’s cash bonus, bringing indirect holdings to 13,277 shares held by his spouse.
Indig Chaim reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. CEO Chaim Indig received a grant of 61,068 shares of common stock in the form of fully vested Restricted Stock Units. These RSUs were awarded in lieu of his cash bonus for the fiscal year ending January 31, 2026 under the Senior Executive Cash Incentive Bonus Plan.
The grant represents 115% of his earned cash bonus amount, based on a per share value of $9.15, the closing price on April 6, 2026. After the award, he directly holds 1,422,603 shares, and a family trust associated with his immediate family holds 255,000 shares. Shares underlying these RSUs, except any withheld for taxes, must be held until the earlier of one year from grant or a defined Sale Event.
Hui Yvonne reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. Principal Accounting Officer Yvonne Hui received an award of 13,636 shares of common stock on April 6, 2026. These shares are fully vested Restricted Stock Units granted as compensation rather than an open-market purchase.
The award was issued in lieu of her cash bonus for the fiscal year ending January 31, 2026, with the RSU number based on a per-share value of $9.15 and representing 115% of the earned cash bonus amount. After this grant, she holds 42,802 common shares directly.
Hoffman Allison C reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. General Counsel & Secretary Allison C. Hoffman received a grant of 29,644 fully vested Restricted Stock Units as equity compensation. These RSUs were issued in lieu of her cash bonus for the fiscal year ending January 31, 2026, based on a per-share value of $9.15 and representing 115% of the earned cash bonus amount. After this award, she directly holds 193,129 shares of common stock.
Gandhi Balaji reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. Chief Financial Officer Balaji Gandhi received a grant of 35,573 shares of common stock on April 6, 2026 as a fully vested Restricted Stock Unit (RSU) award. These RSUs were granted in lieu of his cash bonus for the fiscal year ending January 31, 2026, with the number of RSUs based on a per share value of $9.15, the closing price of Phreesia’s common stock on the grant date. Following this award, Gandhi directly owns 182,313 shares of Phreesia common stock.
Kessler Jon reported acquisition or exercise transactions in this Form 4 filing.
Phreesia, Inc. director Jon Kessler received two equity awards of restricted stock units (RSUs) on Common Stock as compensation. One award covers 4,376 RSUs that vest in full on the earlier of April 6, 2027 or the next annual stockholder meeting. A second award covers 20,218 RSUs that vest in four substantially equal annual installments beginning April 6, 2027. After these grants, Kessler directly holds 24,594 common-share-equivalent RSUs, aligning his compensation more closely with Phreesia’s future share performance.
Phreesia, Inc. director Jon Kessler filed an initial Form 3, which is a required statement of beneficial ownership for insiders. The filing identifies him as a director of Phreesia but does not report any stock transactions or derivative positions, serving as a baseline disclosure of his insider status.
Phreesia, Inc. reported solid fourth-quarter fiscal 2026 results but reduced its revenue outlook for fiscal 2027. Q4 revenue was $127.1 million, up 16% year-over-year, led by payment solutions and the AccessOne acquisition, with adjusted EBITDA of $29.4 million and a 23% margin.
For fiscal 2026, Phreesia surpassed $100 million in adjusted EBITDA, generated over $50 million in free cash flow, and delivered its first full-year positive GAAP net income. Management now expects fiscal 2027 revenue of $510–$520 million, down from a prior $545–$559 million range, mainly due to weaker visibility and lower commitments from certain pharmaceutical and public health clients in its network solutions business, while maintaining adjusted EBITDA guidance of $125–$135 million.
Pale Fire Capital SICAV a.s., as part of a group of reporting persons, bought a total of 1,275,500 shares of Phreesia, Inc. common stock in open-market transactions over three days. Purchases occurred on March 31, April 1 and April 2 at weighted average prices of about $8.16, $8.43 and $8.31 per share. Following these transactions, PFC SICAV indirectly held 8,924,329 Phreesia shares. Other affiliated entities and individuals may be deemed to beneficially own these securities through control relationships, but they disclaim beneficial ownership beyond their pecuniary interests.
Phreesia, Inc. investor Pale Fire Capital, through affiliated Czech entities and individuals, has amended its Schedule 13D to update its stake in the company. The group reports beneficial ownership of 8,924,329 shares of common stock, representing 14.7% of Phreesia’s outstanding shares based on 60,763,065 shares outstanding as of March 25, 2026.
The filing states that the shares held by PFC SICAV were acquired using working capital, which can include margin loans from brokerage firms, for an aggregate purchase price of approximately $103,476,772, including commissions. Several related entities and individuals, including Pale Fire Capital and its key principals, may be deemed to share voting and dispositive power over these shares, although each expressly disclaims beneficial ownership of securities not directly owned.