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 (PHR) received a Rule 144 notice from Chaim Indig covering a proposed sale of 3,163 common shares with an aggregate market value of $70,728.48, with an approximate sale date of 10/17/2025 on the NYSE through Fidelity Brokerage Services LLC.
The shares to be sold were acquired via restricted stock vesting on 10/14/2025 as compensation. Recent Form 144 disclosures list prior sales by the filer in the last three months, including 92,247 shares on 08/27/2025, 7,746 on 08/28/2025, 6,328 on 09/16/2025, and 3,171 on 07/17/2025. Shares outstanding were 59,914,473.
Phreesia (PHR): A security holder filed a Form 144 notice to sell 1,241 common shares, with an aggregate market value of $27,750.25, on or about October 17, 2025 on the NYSE through Fidelity Brokerage Services.
The shares were acquired on October 14, 2025 via restricted stock vesting from the issuer as compensation. Phreesia reported 59,914,473 shares outstanding. The same seller disclosed prior 3‑month sales: 1,245 shares for $33,472.82 (07/17/2025), 3,133 shares for $72,950.03 (09/16/2025), and 2,059 shares for $48,386.50 (09/17/2025).
PHR filed a Form 144 notice for a planned sale of 2,059 common shares, with an aggregate market value of $46,041.71. The filer lists Fidelity Brokerage Services LLC as broker, an approximate sale date of 10/17/2025, and the NYSE as the exchange. The shares were acquired on 10/14/2025 via restricted stock vesting from the issuer as compensation.
Shares outstanding were 59,914,473 at the time referenced in the form. The filing also lists recent sales over the past three months by the named sellers, including multiple transactions with stated share counts and gross proceeds. This notice reflects intended sales under Rule 144 and pertains to the selling securityholder’s shares; it does not involve the company raising capital.
Phreesia (PHR) Form 4: Principal Accounting Officer Yvonne Hui reported a small insider transaction. On 10/15/2025, she sold 302 shares of Phreesia common stock in non-discretionary sell-to-cover trades to satisfy tax withholding related to restricted stock unit settlement. The weighted average sale price was $23.048 per share, with individual trades ranging from $22.84 to $23.265. After these transactions, her beneficial ownership stands at 30,336 shares, held directly.
PHR filed a Form 144 disclosing a proposed sale of 639 shares of common stock with an aggregate market value of $14,288.81, expected around 10/17/2025. The shares were acquired on 10/14/2025 via restricted stock vesting as compensation. The planned transaction lists Fidelity Brokerage Services LLC as broker and names the NYSE as the exchange.
The notice also lists recent sales by the same seller, including 640 shares on 07/17/2025 for $17,206.91, 18,573 shares on 08/25/2025 for $564,055.11, and 1,762 shares on 09/16/2025 for $41,027.11.
Phreesia (PHR): Form 144 filed for a planned sale of common stock. Evan Roberts filed a notice to sell 1,888 shares of Phreesia common stock through Fidelity Brokerage Services on the NYSE, with an approximate sale date of 10/17/2025 and an aggregate market value of $42,217.95.
The shares were acquired on 10/14/2025 via restricted stock vesting from the issuer as compensation. In the past three months, the filer reported sales of 1,892 shares on 07/17/2025 for $50,867.93, 45,147 shares on 08/27/2025 for $1,445,601.82, 3,400 shares on 08/28/2025 for $110,369.37, and 3,761 shares on 09/16/2025 for $87,572.63.
Phreesia (PHR) received a Form 144 notice indicating a planned sale of 302 shares of common stock, with an aggregate market value of $6,960.50. The planned transaction lists Fidelity Brokerage Services LLC as broker, an approximate sale date of 10/15/2025, and the NYSE as the exchange. Shares outstanding were 59,914,473 at the time shown in the notice.
The seller acquired these 302 shares on 10/13/2025 via restricted stock vesting as compensation. The filing also lists recent sales in the past three months, including 307 shares on 07/15/2025 for $8,371.83 and 940 shares on 09/16/2025 for $21,887.34.
David Linetsky, an officer (President, Network Solutions) of Phreesia, Inc. (PHR), reported insider disposals on 09/18/2025. The filing shows the disposition of 93 shares of Phreesia common stock sold in non-discretionary transactions at a weighted average price of $23.9387 per share (individual sale prices ranged from $23.455 to $24.205). The filing also reports 173,888 shares disposed (no per-share price provided for that line). After the reported transactions, 9,883 shares are reported as beneficially owned indirectly by the reporting person’s spouse. The disposals were made to satisfy tax withholding obligations in connection with settlement of restricted stock units, according to the form.
Insider sale by Phreesia CFO to cover RSU taxes. Balaji Gandhi, Chief Financial Officer of Phreesia, Inc. (PHR), reported a sale of 4,183 shares of the company s common stock on 09/16/2025 under code S(1). The shares were disposed of pursuant to the issuer s mandatory sell-to-cover policy to satisfy tax withholding on the settlement of restricted stock units. The reported weighted-average sale price was $23.2844, with transaction prices ranging from $22.83 to $23.69. Following the sale, Mr. Gandhi beneficially owns 99,125 shares directly. The Form 4 was signed by an attorney-in-fact on 09/18/2025. No derivative transactions were reported.
Insider transactions by Allison C. Hoffman at Phreesia, Inc. (PHR) — The reporting person, Phreesia General Counsel & Secretary Allison C. Hoffman, disposed of a total of 5,192 shares of Phreesia common stock across two dates to satisfy tax-withholding and under a 10b5-1 plan. On 09/16/2025 she sold 3,133 shares in non-discretionary transactions under the companys mandatory sell-to-cover policy at a weighted average price of $23.2844, reducing her beneficial ownership to 139,037 shares. On 09/17/2025 she sold 2,059 shares at $23.50, leaving 136,978 shares beneficially owned. The filing states the 09/17/2025 sale was effected pursuant to a Rule 10b5-1 trading plan adopted 09/17/2024.