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. director Gillian Munson received 744 shares of common stock on January 30, 2026, recorded at a price of $13.43 per share. This grant resulted from her election to receive deferred stock units instead of an annual cash retainer under the company’s Non-Employee Director Deferred Compensation Program.
Following this transaction, she beneficially owned 45,729 shares of Phreesia common stock in direct form. The underlying common stock from these deferred stock units will be delivered either 90 days after she leaves the board and has a separation from service, or five years from the grant date.
Phreesia, Inc. director Edward L. Cahill reported a small equity-based compensation grant. On January 30, 2026, he acquired 744 shares of common stock at $13.43 per share through an election to receive deferred stock units instead of an annual cash retainer.
Following this grant, Cahill beneficially owns 64,528 shares of Phreesia common stock in direct ownership. The deferred stock units convert into common shares either about 90 days after he leaves the board and has a qualifying separation from service, or five years after the grant date.
Phreesia, Inc. filed Amendment No. 1 to a Form 8-K to supplement its earlier disclosure of the completed AccessOne Acquisition. The amendment adds required historical financial statements for AccessOne Parent Holdings, Inc. and its subsidiaries, including audited annual and interim consolidated financial statements with related notes.
The filing also includes unaudited pro forma condensed combined financial statements for Phreesia, giving effect to the AccessOne Acquisition and a new secured term loan entered on the Closing Date. Phreesia notes these pro forma figures are illustrative only and are not meant to represent actual or projected future results.
Phreesia, Inc. SVP of Human Resources Amy Beth VanDuyn reported two small sales of company common stock, both tied to tax withholding on equity compensation. On January 15, 2026, she sold 687 shares of Phreesia common stock at a weighted average price of $16.3795 per share, leaving her with 159,551 shares owned directly. On January 16, 2026, she sold an additional 2,202 shares at a weighted average price of $16.3568 per share, after which she directly owned 157,349 shares.
The filing explains that these shares were disposed of in non-discretionary transactions under Phreesia’s mandatory sell-to-cover policy, used to satisfy the holder’s tax withholding obligations upon settlement of restricted stock unit awards. The reported prices reflect weighted averages for multiple trades executed within price ranges stated in the footnotes.
Phreesia, Inc. executive reports small tax-related share sales. Evan Roberts, President, Provider Solutions of Phreesia, Inc. (PHR), reported selling 1,810 shares of common stock on January 15, 2026 at a weighted average price of $16.3795 per share and 6,268 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 under the company’s mandatory sell-to-cover policy to satisfy tax withholding obligations tied to the settlement of restricted stock units. After these transactions, Roberts beneficially owned 826,554 shares of Phreesia common stock directly.
Phreesia, Inc. officer David Linetsky reported mandatory share sales related to tax withholding on equity awards. On January 15, 2026, he disposed of 1,743 shares of Phreesia common stock at a weighted average price of $16.3795 per share, and on January 16, 2026 he disposed of 6,038 shares at a weighted average price of $16.3568 per share. The filing notes these were non‑discretionary transactions under the company’s mandatory sell‑to‑cover policy to satisfy tax withholding obligations from settlement of restricted stock units, meaning the sales were executed automatically to cover taxes rather than as elective open‑market sales. After these transactions, Linetsky beneficially owned 223,942 shares of Phreesia common stock directly, and an additional 9,789 shares indirectly through his spouse.
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.