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.
The Phreesia, Inc. (NYSE: PHR) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. These documents help investors analyze how Phreesia reports its financial performance, material events and key agreements related to its healthcare technology and patient activation business.
Phreesia’s filings include Current Reports on Form 8-K that describe significant developments such as quarterly financial results, material definitive agreements and acquisitions. For example, the company has filed 8-Ks covering its fiscal quarter results, the Agreement and Plan of Merger to acquire AccessOne Parent Holdings, Inc., and the completion of that acquisition, which made AccessOne a wholly owned subsidiary. Other 8-Ks detail the bridge loan credit agreement, amendments to its credit facility with Capital One and the voting results of its annual meeting of stockholders.
Through this page, users can also locate annual reports on Form 10-K and quarterly reports on Form 10-Q (when available in the broader filing set), which typically contain segment information for subscription and related services, payment processing fees and network solutions, along with discussions of non-GAAP measures such as Adjusted EBITDA. Proxy materials and governance-related filings provide additional context on board elections, auditor ratification and executive compensation votes.
Stock Titan enhances these filings with AI-powered summaries that highlight key points, explain complex sections and surface items such as new debt obligations, acquisition terms or changes to credit agreements. Real-time updates from EDGAR, combined with simplified explanations, make it easier to track Phreesia’s regulatory history, capital structure and major corporate actions without reading every page of each filing.
Phreesia, Inc. insider activity: Chief Executive Officer and director Chaim Indig reported sales of Phreesia common stock on January 15 and 16, 2026. On January 15, he sold 3,038 shares at a weighted average price of $16.3795 per share, and on January 16 he sold 9,595 shares at a weighted average price of $16.3568 per share. According to the disclosure, these sales were non‑discretionary and made under the company’s mandatory sell‑to‑cover policy to satisfy tax withholding obligations arising from the settlement of restricted stock units.
After these transactions, Indig beneficially owned 1,361,535 shares of Phreesia common stock directly. In addition, 255,000 shares are reported as indirectly owned through the Indig Dynasty Trust, a family trust for which his sister‑in‑law serves as investment and distribution advisor and whose sole beneficiaries are members of his immediate family.
Phreesia, Inc. reported that its General Counsel & Secretary, Allison C. Hoffman, disposed of small blocks of common stock in mid‑January 2026. She sold 1,106 shares on January 15, 2026 at a weighted average price of $16.3795 per share and 3,995 shares on January 16, 2026 at a weighted average price of $16.3568 per share.
According to the footnotes, these sales were non‑discretionary transactions executed under the company’s mandatory sell‑to‑cover policy to satisfy tax withholding obligations arising from the settlement of restricted stock units. After the reported transactions, Hoffman beneficially owned 169,661 shares of Phreesia common stock, held directly.
Phreesia, Inc.'s Chief Financial Officer Balaji Gandhi reported small share sales tied to tax withholding on recently vested equity awards. On January 15, 2026, he sold 975 shares of common stock at a weighted average price of $16.3795 per share. On January 16, 2026, he sold an additional 4,687 shares at a weighted average price of $16.3568 per share. The filing explains that these were non-discretionary transactions under the company’s mandatory sell-to-cover policy to satisfy tax obligations from restricted stock unit settlements. After these sales, Gandhi beneficially owned 150,569 shares of Phreesia common stock directly.
Phreesia, Inc. principal accounting officer Yvonne Hui reported two small sales of company common stock. On January 14, 2026, she sold 365 shares at a weighted average price of $16.3589, and on January 15, 2026, she sold 379 shares at $16.17 per share. The filing explains that the first sale was a non-discretionary transaction under Phreesia’s mandatory sell-to-cover policy to satisfy tax withholding on vested restricted stock units. The later sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on September 16, 2025. After these transactions, Hui directly held 29,545 and then 29,166 shares of Phreesia common stock.
An affiliated shareholder of PHR has filed a Form 144 notice of intent to sell 6,038 shares of common stock. The planned sale is to be executed through Fidelity Brokerage Services LLC on the NYSE, with an indicated aggregate market value of $98,762.36 and an approximate sale date of 01/16/2026.
The 6,038 common shares were acquired on 01/15/2026 through restricted stock vesting from the issuer as compensation. The filing also lists recent sales over the past three months, including multiple common stock sales by David Linetsky and one by Jessica Weiss, with gross proceeds ranging from about $1,549.72 to $103,845.36. By signing, the seller represents they are not aware of undisclosed material adverse information about the issuer.
Amy Vanduyn filed a Rule 144 notice to sell 2,202 common shares of PHR through Fidelity Brokerage Services LLC, with an aggregate market value of $36,017.67. The shares are listed on the NYSE and the approximate sale date indicated is January 16, 2026.
The 2,202 shares to be sold were acquired on January 15, 2026 via restricted stock vesting as compensation. Over the past three months, Vanduyn has sold additional PHR common shares, including 639 shares on October 17, 2025 for gross proceeds of $14,288.81, 2,602 shares on January 8, 2026 for $44,252.47, and 687 shares on January 15, 2026 for $11,252.72.
An insider of PHR, Allison C. Hoffman, has filed a notice of proposed sale of 3,995 shares of common stock under Rule 144. The shares are to be sold through Fidelity Brokerage Services LLC on the NYSE, with an approximate sale date of 01/16/2026 and an aggregate market value of $65,345.42.
The securities were acquired on 01/15/2026 via restricted stock vesting from the issuer as compensation. Over the past three months, Hoffman has sold additional common shares of the issuer, including 1,241 shares on 10/17/2025 for $27,750.25, 6,585 shares on 01/08/2026 for $111,991.75, and 1,106 shares on 01/15/2026 for $18,115.73.
PHR insider Chaim Indig filed a notice of proposed sale under Rule 144 for 9,595 shares of common stock through Fidelity Brokerage Services LLC, with an approximate sale date of 01/16/2026 on the NYSE. These shares were acquired on 01/15/2026 via restricted stock vesting from the issuer as compensation.
Over the prior three months, Chaim Indig sold additional common shares of the same issuer, including 3,163 shares on 10/17/2025 for gross proceeds of $70,728.48, 8,440 shares on 01/08/2026 for $143,539.92, and 3,038 shares on 01/15/2026 for $49,760.92. The notice includes a representation that he is not aware of undisclosed material adverse information about the issuer’s operations.
Balaji Gandhi filed a Rule 144 notice to sell 4,687 shares of common stock through Fidelity Brokerage Services LLC on or about 01/16/2026 on the NYSE. These shares were acquired on 01/15/2026 via restricted stock vesting from the issuer as compensation, with full payment recorded on the same date.
During the prior three months, Gandhi sold 885 shares of common stock on 10/17/2025 for gross proceeds of 19,789.66, 8,009 shares on 01/08/2026 for 136,209.87, and 975 shares on 01/15/2026 for 15,970.01.
PHR received a Rule 144 notice for a planned sale of common stock by Evan Roberts. The filing states he intends to sell 6,268 shares of common stock through Fidelity Brokerage Services LLC on the NYSE, with an aggregate market value of $102,524.42 and an approximate sale date of 01/16/2026.
The shares to be sold were acquired on 01/15/2026 via restricted stock vesting from the issuer as compensation, with 6,268 securities acquired and paid as compensation on that date. The notice also lists prior sales of PHR common stock by Evan Roberts during the past three months, including transactions on 10/17/2025, 01/08/2026, and 01/15/2026 with stated share amounts and gross proceeds. By signing, the seller represents he is not aware of undisclosed material adverse information about the issuer.