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.
A holder of common stock in PHR has filed a notice of intent to sell 1,106 shares through Fidelity Brokerage Services LLC, with an aggregate market value of $18,115.73. The shares are part of a restricted stock award that vested on January 14, 2026, and were acquired from the issuer as compensation on that date. The planned sale is listed for execution on or around January 15, 2026 on the NYSE.
The filing also lists prior sales by the same seller over the last three months, including 1,241 common shares sold on October 17, 2025 for $27,750.25, and 6,585 common shares sold on January 8, 2026 for $111,991.75. Common shares outstanding are reported at 60,287,003, providing context for the scale of these transactions.
The issuer of PHR common stock has filed a Form 144 for a planned sale of 1,743 common shares. The shares are expected to be sold on the NYSE through Fidelity Brokerage Services LLC, with an aggregate market value indicated as $28,549.47.
The 1,743 shares were acquired on January 14, 2026 through restricted stock vesting as compensation from the issuer, with payment also dated January 14, 2026. The notice also lists other recent sales in the past three months by individuals named David Linetsky and Jessica Weiss, including blocks of 2,059 and 6,106 common shares, with gross proceeds such as $46,041.71 and $103,845.36.
A Form 144 notice indicates that an insider associated with PHR plans to sell up to 975 shares of common stock through Fidelity Brokerage Services LLC on or about 01/15/2026 on the NYSE. The shares to be sold have an indicated aggregate market value of $15,970.01, and there were 60,287,003 shares of this class outstanding at the time referenced.
The 975 shares were acquired on 01/14/2026 via restricted stock vesting from the issuer as compensation. Over the prior three months, Balaji Gandhi sold additional common shares in two transactions: 885 shares on 10/17/2025 for $19,789.66 and 8,009 shares on 01/08/2026 for $136,209.87. The signer represents that they are not aware of undisclosed material adverse information about the issuer’s operations.
Phreesia insider plans modest stock sale under Rule 144. A person named Evan Roberts has filed to sell 1,810 shares of Phreesia common stock through Fidelity Brokerage Services on the NYSE, with an aggregate market value of $29,646.90 and an approximate sale date of 01/15/2026. These shares were acquired on 01/14/2026 through the vesting of restricted stock granted as compensation.
The notice also lists prior sales of Phreesia common stock by the same seller over the past three months, including 1,888 shares sold on 10/17/2025 for gross proceeds of $42,217.95 and 6,317 shares sold on 01/08/2026 for gross proceeds of $107,433.85. By signing, the seller represents that they are not aware of material adverse, nonpublic information about Phreesia’s operations.
Phreesia insider Chaim Indig has filed a Form 144 indicating an intent to sell 3,038 shares of common stock through Fidelity Brokerage Services LLC on or about 01/15/2026, with an indicated aggregate market value of $49,760.92 on the NYSE. These shares were acquired on 01/14/2026 via restricted stock vesting from the issuer as compensation.
The notice also lists recent sales over the past three months for the same insider, including 3,163 common shares sold on 10/17/2025 for gross proceeds of $70,728.48 and 8,440 common shares sold on 01/08/2026 for gross proceeds of $143,539.92. By signing the form, the seller represents that he is not aware of any undisclosed material adverse information about Phreesia’s current or prospective operations.
Phreesia insider plans a modest share sale under Rule 144. A holder has filed to sell 379 shares of Phreesia common stock through Fidelity Brokerage Services LLC on or about 01/15/2026, with an aggregate market value of 6128.43. The shares relate to restricted stock that vested on 01/13/2026, when 379 shares were acquired from the issuer as compensation.
The filing notes that 60,287,003 common shares were outstanding and lists the New York Stock Exchange as the trading venue. It also discloses prior sales over the past three months by the same seller of 302, 426, 372 and 365 common shares, with stated gross proceeds for each transaction.
Form 144 shows that holder Yvonne Hui plans to sell 365 shares of common stock through Fidelity Brokerage Services LLC on or about 01/14/2026 on the NYSE. The notice lists an aggregate market value of 5,971.00 for this planned sale, based on current market pricing.
The 365 shares were acquired on 01/13/2026 via restricted stock vesting from the issuer as compensation, with payment also dated 01/13/2026. The filing also discloses prior sales by Hui over the past three months: 302 shares on 10/15/2025 for gross proceeds of 6,960.50, 426 shares on 12/17/2025 for 6,922.50, and 372 shares on 01/08/2026 for 6,498.84.
Phreesia, Inc. insider activity: Senior Vice President of Human Resources Amy Beth VanDuyn reported an automatic sale of company stock. On 01/08/2026, she disposed of 2,602 shares of Phreesia common stock in a non-discretionary transaction at a weighted average price of $17.0071 per share. The shares were sold under the company’s mandatory sell-to-cover policy to satisfy tax withholding obligations arising from the settlement of restricted stock units. After this transaction, she beneficially owned 160,238 shares of Phreesia common stock directly.
Phreesia, Inc. executive Evan Roberts reported an automatic sale of common stock tied to tax withholding on equity compensation. On January 8, 2026, Roberts disposed of 6,317 shares of Phreesia common stock at a weighted average price of $17.0071 per share. The shares were sold in non-discretionary transactions under the company’s mandatory sell-to-cover policy to satisfy tax withholding obligations from the settlement of restricted stock units.
After this sale, Roberts directly beneficially owned 834,632 shares of Phreesia common stock. The price reflects multiple trades within a range of $16.81 to $17.56 per share, with full trade details available upon request as noted in the filing.
Phreesia, Inc. executive David Linetsky, President, Network Solutions, reported a sale of common stock. On January 8, 2026, he disposed of 6,106 shares of Phreesia common stock at a weighted average price of $17.0071 per share. According to the disclosure, these were non-discretionary transactions under the company’s mandatory sell-to-cover policy to satisfy tax withholding obligations tied to the settlement of restricted stock units.
After this transaction, Linetsky beneficially owns 231,723 common shares directly and an additional 9,789 shares indirectly through his spouse.